Recent Interviews

Dirk Graszt, CEO, Clean Logistics SE

Dirk Graszt
CEO | Clean Logistics SE
Trettaustr.32, 21107 Hamburg (DE)


Interview Clean Logistics: Hydrogen challenge to Daimler + Co.

Matthew Salthouse, CEO, Kainantu Resources

Matthew Salthouse
CEO | Kainantu Resources
3 Phillip Street #19-01 Royal Group Building, 048693 Singapore (SGP)

+65 6920 2020

Interview Kainantu Resources: "We hold the key to growth in the Asia-Pacific region".

Justin Reid, President and CEO, Troilus Gold Corp.

Justin Reid
President and CEO | Troilus Gold Corp.
36 Lombard Street, Floor 4, M5C 2X3 Toronto, Ontario (CAN)

+1 (647) 276-0050

Interview Troilus Gold: "We are convinced that Troilus is more than just a mine".

15. December 2020 | 15:27 CET

dynaCERT, NEL, Plug Power - Who is working for climate targets?

  • Environmental Protection
Photo credits:

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 by André Will-Laudien
ISIN: CA26780A1084 , NO0010081235 , US72919P2020



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.

About the author

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.


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.

About the author

Conflict of interest & risk note

In accordance with §34b WpHG we would like to point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH may hold long or short positions in the aforementioned companies and that there may therefore be a conflict of interest. Apaton Finance GmbH may have a paid contractual relationship with the company, which is reported on in the context of the Apaton Finance GmbH Internet offer as well as in the social media, on partner sites or in e-mail messages. Further details can be found in our Conflict of Interest & Risk Disclosure.

Related comments:

10. February 2021 | 08:30 CET | by Carsten Mainitz

Encavis, dynaCERT, Verbio - continue to outperform with green stocks!

  • Environmental Protection

The awareness of protecting the environment and therefore reducing emissions is becoming more and more prevalent in society. Numerous industries are growing in the wake of socially, politically and fiscally motivated changes and demand sustainable products or solutions. "Green" investment has many facets. In the following, we present three companies that are dedicated to the topics of emission reduction and renewable energies. In the past, these stocks have been able to outperform the broad market enormously. Where is this trend continuing unabated?


18. November 2020 | 10:40 CET | by André Will-Laudien

NIO, Tesla, dynaCERT - Mobilizing the future!

  • Environmental Protection

The good news for automotive suppliers is that electric vehicles still only make up a small percentage of the car market - at least for now. The bad news is that the increasing spread of electric cars is a significant challenge for automotive suppliers. Since these cars have far fewer parts than those with conventional combustion engines, manufacturers of exhaust and fuel systems as well as traditional transmissions are facing significant disruptions as e-mobility takes unexpected steps forward. The crux of the matter for electricians is still the availability of charging stations and the limited mobility radius. But this will soon change rapidly once the Corona aid pots are flowing into the green infrastructure.

Nevertheless, the e-vehicle is being fueled by government emission standards and incentives, especially in the USA, England, France, Germany and China. But the battery-powered vehicles will not pose a significant threat to the combustion engines until operating costs are about the same. In especially more impoverished areas of the planet and inaccessible zones, there is no alternative to the internal combustion engine; this is completely ignored in the public discussion. While the cost of e-cars continues to fall as technology improves, they are still far from being competitive. Nevertheless, if you look at the signs of the times, car companies have already invested billions in electro-related technology, so the course for the future is set.


18. November 2020 | 09:50 CET | by Nico Popp

SIXT, Nikola, Newlox Gold: New ways to higher returns

  • Environmental Protection

Successful companies often do things a little differently than their competitors. Sometimes it takes a while for an approach that is ridiculed at the beginning, to be approved, be successful and then copied. SIXT, for example, saw itself as a mobility service provider early on. The car rental Company operates in many areas and also offers leasing and used cars. Although business at the airports has mostly come to a standstill, SIXT is rightly considered flexible enough to be able to meet new requirements. The Company drastically reduced its vehicle fleet after the outbreak of the pandemic. SIXT will continue to invest in digital business models in the future, such as a monthly car subscription. This approach means that the share is now doing comparatively well again after a slump in March. The Company is not a crisis winner, but it does have a future.