27. January 2021 | 09:18 CET
Enapter, Nel, Linde - The hydrogen boom is far from over. Take the right action now!
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.
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ISIN: DE000A255G02 , NO0010081235 , IE00BZ12WP82
"[...] Why should a modular electrolyzer cost more than a motorcycle? [...]" Sebastian-Justus Schmidt, CEO and Founder, Enapter AG
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.