December 15th, 2020 | 15:27 CET
dynaCERT, NEL, Plug Power - Who is working for climate targets?
The goal of reducing CO2 emissions by 55% by 2030 is Germany's contribution to the Paris Climate Agreement. The aim is to limit global warming to well below 2 degrees Celsius by the end of this century - if possible, even to 1.5 degrees Celsius. To achieve this, emissions of greenhouse gases, i.e., primarily carbon dioxide (CO2), must fall significantly. So far, Germany is among the pioneers, having reduced emissions by around 31% between 1990 and 2018. A good start, but it is still far from enough. With Brazil, Australia and the USA, the leaders of significant countries, unfortunately, gave the rest of the world the cold shoulder. But the engineers of future technology do not care about the pronouncements from politics. They continue to research, for example, in Canada, Scandinavia and the USA - because the essential course settings happen now or never!
time to read: 4 minutes
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Author:
André Will-Laudien
ISIN:
CA26780A1084 , NO0010081235 , US72919P2020
Table of contents:
Author
André Will-Laudien
Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.
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dynaCERT - Fast solutions are needed
Climate goals are ambitious, and not every technology can save our planet, but when it comes to fast and pragmatic solutions, dynaCERT can deliver immediately. The Canadian Company is developing an add-on device for combustion optimization with hydrogen specifically for heavy-duty diesel vehicles.
Since early December, there have been clear timelines for Europe: From 2023, the underlying CO2 emissions will be included in the toll calculation of every truck operated in Europe. Fleet operators, therefore, have a choice: either they accept higher taxes and route rentals or they invest with foresight in a diesel exhaust gas cleaning system such as those already offered by dynaCERT in large-scale production. The HydraGEN system was recently deployed in several small Canadian towns, such as Woodstock City, and is also being sold by European logistics specialist Mosolf. By adding hydrogen, combustion is optimized by up to 19%, and allows amortization within one year. Given acquisition costs of over EUR 120-150 thousand for a new tractor unit, this is a perfectly justifiable investment.
With HydraLytica, dynaCERT already has the appropriate telematics software on board to measure the CO2 savings officially and document them for the responsible environmental authority. This documentation provides the fleet operator with credits in the form of CO2 certificates. These certificates have been publicly traded for some time. The demand for solutions is now urgent for fleet managers, and we hear dynaCERT has a lot up its sleeve for 2021. The stock successfully stabilized at around CAD 0.50 in December. When the tax-loss season is over, the share price should pick up speed again towards CAD 0.75.
NEL - Hydrogen and Ammonia!
Hydrogen is possibly one of the biggest trends of our time. In a recent study, the experts at Goldman Sachs have identified the multiple potentials: According to the study, the hydrogen industry could even emerge as the largest electricity consumer in Europe, which would then lead to a massive expansion of renewable energies. In addition, this CO2-neutral electricity could be stored indefinitely with the help of hydrogen. Goldman Sachs estimates the emerging market to be worth around EUR 10 trillion by 2050! Hydrogen thus functions as both an energy supplier and storage.
Nel ASA has been a stock market darling since 2019. The Norwegians are active in renewable energy and also produce hydrogen refuelling stations. As a Norwegian Company, they are at the epicentre of the European Green Movement, or the renunciation of climate-damaging fossil fuels. Although Norway has filled its sovereign wealth fund with billions in oil by extracting North Sea oil, a swing in primary policy has now been noticeable for several years. Nowhere else but in Scandinavia are there so many alternative drive systems on the road. Money from the state fund is now also being freed up for green research. At least this is an acknowledgement of the country's past oil history.
Nel ASA is now breaking new ground with the Norwegian fertilizer Company Yara. The use of hydrogen in the ammonia production process is expected to save 800,000 tons of CO2 in the future. The aim is to develop emission-free shipping and decarbonize food production. The Nel ASA share has already gained 50% since the end of October and has more than tripled in 2020 alone. The market capitalization is now EUR 3.2 billion with expected sales of about EUR 70 million in 2020 - a factor of 45 on sales. All right then!
Plug Power - Lots of Euphoria!
Plug Power Inc. is a technology provider for alternative energies with a focus on the development and marketing of hydrogen-based fuel cell drive systems primarily for the industry. It primarily equips off-road commercial vehicles or stationary propulsion systems. The PEM fuel cell product lines offer comprehensive customer solutions for converting material handling vehicles to the new fuel cell drive system.
Apart from the good technological maturity of the products, Plug resonates above all with great imagination. It is the aggressive USD 2 trillion package announced by US President-elect Joe Biden to expand the use of clean energy in the transportation, power and building sectors. The reason this is having such an explosive effect on the industry as a whole is that it is a marked contrast to President Donald Trump's stance on climate change. Manufacturers such as dynaCERT, NEL, and even Plug Power will thus be able to obtain long-term research funding to advance their product developments.
While some companies in the industry continue to burn cash and fail to report profits, Plug Power reported an excellent third quarter with gross revenues of USD 126 million, up 106% from a year ago. The Company then revised its full-year guidance to USD 310 million to USD 328 million, with gross revenue expected to reach USD 450 million in 2021. The chart is slowly reaching its limits for Plug Power, with the course high of USD 29 now marking a high for the year for the time being. As with NEL, the price/sales factor is also above 30 - so be careful at the platform edge!
Due to the astronomical valuation, it should not be surprising if NEL and Plug Power correct 50% adhoc, while dynaCERT could soon start to catch up.
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