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Andrew Davidson, CEO, Royal Helium Limited

Andrew Davidson
CEO | Royal Helium Limited
224, 4th Avenue South, S7K 5M5 Saskatoon (CAN)

davidson@royalheliumltd.com

+1 (306) 281-9104

Royal Helium CEO Andrew Davidson on NASA, SpaceX and the path to dynamic growth


Craig Taylor, CEO, Defense Metals

Craig Taylor
CEO | Defense Metals
605-815 Hornby St., V6Z 1T9 Vancouver (CAN)

craig@defensemetals.com

+1 (778) 994 8072

Milestones, ESG as an USP and the new openness of policy toward rare earths outside China - Defense Metals provides backgrounds


Alex Kent, Managing Director, Aspermont Limited

Alex Kent
Managing Director | Aspermont Limited
613 - 619 Wellington Street, WA, 6000 Perth (AUS)

Corporate@aspermont.com

+61 8 6263 9100

Aspermont shows the success of digitalization - Alex Kent has an agenda


27. January 2021 | 09:18 CET

Enapter, Nel, Linde - The hydrogen boom is far from over. Take the right action now!

  • Hydrogen
Photo credits: pixabay.com

Energy supply and mobility are two crucial areas in our everyday life but also in the economy. Long misunderstood, hydrogen technology has finally moved into the spotlight, providing new answers to urgent questions. Hydrogen can be used universally, is easy to store, and can be converted back into electricity. But wherever there is potential and growth, there are occasional exaggerations. That is a normal course of events in the stock market world. We are convinced that the growth of the industry will continue sustainably and dynamically. We show you how to position yourself correctly now.

time to read: 2 minutes by Carsten Mainitz


Sebastian-Justus Schmidt, CEO and Founder, Enapter AG
"[...] Why should a modular electrolyzer cost more than a motorcycle? [...]" Sebastian-Justus Schmidt, CEO and Founder, Enapter AG

Full interview

 

Author

Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

About the author


ENAPTER AG - Hydrogen production for everyone?

To invest in exciting companies from the hydrogen sector, investors do not have to look abroad. Since last summer, the German stock market has been enriched by Enapter in a reverse IPO. The Heidelberg-based Company is the technology leader in anion exchange membrane (AEM) electrolysis. This process allows "green" hydrogen to be produced. The technology makes it possible to build relatively small, standardized modules that can then be coupled and scaled up. Compared to conventional, much larger plants, flexibility is increased and maintenance is reduced. Control is simple and done via an app.

The hydrogen economy market is enormous. Forecasts by the German Federal Ministry for Economic Affairs and Energy indicate the dimensions: It is expected that by 2050, 5.4 million jobs will be created in Europe, and EUR 800 billion will be turned over! This forecast naturally plays into Enapter's cards. The Company wants to produce 100,000 electrolyzers p.a. initially in its factory as early as next year.

Enapter is undoubtedly one of the most exciting companies on the German capital market. With the market penetration of the innovative technology, green energy can easily be converted into green hydrogen. Should this succeed, the motto "hydrogen for everyone" would become a reality.

NEL ASA - Ambitious medium-term targets

Norway-based Nel is a global hydrogen Company with its service offering including solutions for the production, storage and distribution of hydrogen from renewable energy sources. The Company covers the entire value chain, with demand from the industrial, energy and gas sectors.

Last week, the Company hosted a Capital Market Day to communicate its targets for 2025. Also, Nel renewed its claim of continuing to play a leading role in the industry in the future. The Norwegian Company wants to offer customers green, renewable hydrogen from its large-scale plants for USD 1.5 per kilo in certain markets as early as 2025. According to CEO Løkke, this would achieve parity with fossil fuels and take an important step toward a carbon-neutral planet.

Nel's products cover a wide range. The formulated price target at which hydrogen is to be produced in the medium term gives an idea of the disruptive potential. Therefore, it is not surprising that Nel expects the global hydrogen market to grow by more than a factor of 8 from the current 70 million tons by 2050. But then green hydrogen will dominate. Nel is a fundamental investment for all investors who believe in the success of the industry.

LINDE PLC - New USD 5 billion share buyback program announced

The global market leader in industrial gases yesterday announced two pieces of positive news regarding its dividend policy. First, the quarterly dividend will increase by 10%, and second, the DAX-listed Group is launching a new share buyback program. Investors rewarded this, and the stock was one of the winners in the leading index yesterday.

The quarterly dividend will rise to USD 1.06 per share and will be paid on March 22, 2021 to shareholders of record on March 5, 2021. The Group is thus consistently continuing its dividend policy. In addition, the current USD 6.0 billion share buyback program, which ends on February 1, 2021, will be replaced by a new USD 5.0 billion buyback program. Given a strong balance sheet and good growth prospects, the Company considers itself comfortable distributing the cash surplus to shareholders.

Technical gases have applications in a wide range of industries, including medical (e.g. endoscopy and respiration), food (cooling and freezing), and chemical. Investors can therefore invest in an established blue-chip with continuous growth and a shareholder-friendly dividend policy.


Author

Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

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:

05. March 2021 | 10:04 CET | by André Will-Laudien

The best hydrogen stocks! Plug Power, Ballard Power, Nel ASA, dynaCERT

  • Hydrogen

Things are getting exciting in the hydrogen sector. For the past 3 weeks, the question has no longer been where the upward trend will take us; instead, we are primarily interested in how robust a business model is to survive a major stock market correction. Markdowns of a good 30-40% have been made across the industry so far - given price increases of up to 2000%; it is a piece of cake when you calculate from the bottom up. However, some investors have entered the market at the highest prices - unfortunately, that's how mean stock market life is - the last one to bite is the dog. Today, we look at the business models of well-known hydrogen protagonists and go in search of the lost fuel for higher quotations.

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04. March 2021 | 08:48 CET | by Nico Popp

NEL, Enapter, Ballard Power: More than a dream of the future

  • Hydrogen

Hydrogen was the big thing for many speculative investors last year. But recently, share prices have plummeted. What happened? After the highs of the past few months, investors are taking profits. In addition, the market is looking at the bare facts. This view reveals excellent prospects, but also many investments along the way. We present three stocks in check.

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25. February 2021 | 09:42 CET | by Stefan Feulner

Nel ASA, Enapter, JinkoSolar - Hydrogen: this is going too far!

  • Hydrogen

There is no question that the future belongs to the hydrogen industry, just as it does to the solar industry. The prospects for renewable energies have improved enormously as a result of climate change. The European Union is pushing ahead as part of the Green Deal, as is the new US President Joe Biden, who wants to achieve an emission-free industry by 2050 at the latest. The result has been two years of hype in share prices, which already contain many future dreams. Now the values are correcting sharply. Is this an end to the exaggerated valuations or merely a short, sharp correction in the upward trend?

Read