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April 16th, 2024 | 07:55 CEST

Drumbeat at TUI! Caution with Renk and Nel! dynaCERT Stock with Potential!

  • Hydrogen
  • Travel
  • Defense
  • armaments
Photo credits: Nel ASA

A drumbeat is sounding at TUI! In an interview, the tourism group's CFO hints that shareholders can soon look forward to a dividend again. On the other hand, tensions in the Middle East are causing short-term uncertainty in tourism shares. Conversely, defense stocks are once again benefiting from the possibility of an escalation. However, analysts currently see little further potential for Renk. The retrofit kits from dynaCERT offer great potential for reducing emissions from diesel vehicles. If VERRA clears the way for CO2 certificates, the share could go through the roof. Is the Company preparing for this with a personnel change? In contrast, the Nel share seeks support, and tomorrow promises to be exciting.

time to read: 3 minutes | Author: Fabian Lorenz
ISIN: TUI AG NA O.N. | DE000TUAG505 , RENK AG O.N. | DE000RENK730 , DYNACERT INC. | CA26780A1084 , NEL ASA NK-_20 | NO0010081235

Table of contents:


    dynaCERT: New top manager for the upswing

    The dynaCERT share shines with relative strength in the hydrogen sector. With numerous orders from 2023 under its belt, the share is trading at around EUR 0.10. The trigger for rising prices is clear: VERRA certification of dynaCERT's product range. VERRA has developed the world's leading quality standard for CO2 certificates, and dynaCERT needs the certification to establish a solid new business area with certificate trading.

    The green light from VERRA may still be pending, but the recent addition of personnel is noteworthy. The technology company announced yesterday that Tanya Rowntree has joined the top management team as a new director. *Rowntree joins from the Toronto Stock Exchange operating company TMX Group. Tanya Rowntree stated: "The development of dynaCERT's core technology to reduce carbon emissions will benefit our world for generations to come. With its deep understanding of the latest developments and trends in the hydrogen market, dynaCERT is poised to evolve as a global leader in this field. I look forward to working with the top team at dynaCERT and contributing to our future generations in a company that is driving innovation in the hydrogen sector*."

    dynaCERT's core business is the HydraGEN™ technology. The patented system can be used to retrofit conventional diesel engines to reduce fuel consumption and pollutant emissions. The VERRA certification would be the product accolade and lift the Company into a new league. The recent addition of a top manager suggests that the Company is positioning itself for strong growth. The current market capitalization of just over CAD 60 million would then be anything but expensive.

    Investors can obtain further details directly from management tomorrow (April 17, 2024). dynaCERT will present at the 11th International Investment Forum (IIF). The event is online, and registration is free.

    Renk: Out of steam?

    Investors are also hoping for strong growth at Renk. In particular, the production of transmissions for tanks is driving the share price and has made the Company the best IPO of the last few years. However, the rise is slowly running out of steam. Despite the new tensions in the Middle East between Israel and Iran, Renk shares lost more than 4% yesterday. Analysts at Deutsche Bank also believe that the share price potential has been exhausted for the time being. In their current update, they raise the price target from EUR 28 to EUR 29, but the share is currently trading at just over EUR 30. The rating is, therefore, unsurprisingly "Hold".

    Nel: Strong price reaction tomorrow?

    Tomorrow promises to be an exciting day for Nel investors. The former hydrogen high-flyer will then report on its performance in the first quarter. The focus is likely to be on incoming orders in particular. The focus will likely be on order intake, which has recently weakened, sparking speculation about slowing growth. Growth is urgently needed at Nel in order to make progress towards break-even. Quarterly figures are always good for a strong share price reaction, but Nel's share price is currently far from experiencing positive movements. Even positive analyst comments like yesterday's from RBC seem to have little effect. The analysts again gave the share an "Outperform" rating with a target price of NOK 13. The share is currently trading at just over NOK 5. In addition to positive business development, the analysts expect further details on the spin-off of the refueling business.

    TUI: Dividend instead of crash?

    Will TUI soon be paying a dividend? That would be a surprise. While the tourism group is doing well again this year, concerns about its financial stability caused the share price to plummet in the fall of 2023. However, TUI's CFO is hinting at just such a distribution to shareholders. In an interview with the magazine "DER AKTIONÄR", Mathias Kiep said that the tourism group "will soon be able to pay dividends again". With its stable business and the prospect of a dividend, the share successfully resisted declining share prices in the tourism and aviation sectors yesterday. The Deutsche Lufthansa share, for example, lost around 3%.


    TUI and dynaCERT shine with relative strength. If dynaCERT does indeed receive VERRA certification soon, the Company's prospects are bright, and the share is likely to be revalued. In contrast, Renk seems to be consolidating, which is quite healthy after the share price increase. Tomorrow promises to be exciting for Nel. As always, strong price reactions in both directions are to be expected.


    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") currently hold or hold shares or other financial instruments of the aforementioned companies and speculate on their price developments. In this respect, they intend to sell or acquire shares or other financial instruments of the companies (hereinafter each referred to as a "Transaction"). Transactions may thereby influence the respective price of the shares or other financial instruments of the Company.
    In this respect, there is a concrete conflict of interest in the reporting on the companies.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.
    For this reason, there is also a concrete conflict of interest.
    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

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    Der Autor

    Fabian Lorenz

    For more than twenty years, the Cologne native has been intensively involved with the stock market, both professionally and privately. He is particularly passionate about national and international small and micro caps.

    About the author



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