January 27th, 2021 | 09:18 CET
Enapter, Nel, Linde - The hydrogen boom is far from over. Take the right action now!
Table of contents:
"[...] We can convert buses and trucks to be completely climate neutral. In doing so, we take a modular and incremental approach. That means we can work with all current vehicle types and respond to new technology and innovation [...]" Dirk Graszt, CEO, Clean Logistics SE
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.
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") may in the future hold shares or other financial instruments of the mentioned companies or will bet on rising or falling on rising or falling prices and therefore a conflict of interest may arise in the future. conflict of interest may arise in the future. The Relevant Persons reserve the shares or other financial instruments of the company at any time (hereinafter referred to as the company at any time (hereinafter referred to as a "Transaction"). "Transaction"). Transactions may under certain circumstances influence the respective price of the shares or other financial instruments of the of the Company.
Furthermore, Apaton Finance GmbH reserves the right to enter into future relationships with the company or with third parties in relation to reports on the company. with regard to reports on the company, which are published within the scope of the Apaton Finance GmbH as well as in the social media, on partner sites or in e-mails, on partner sites or in e-mails. The above references to existing conflicts of interest apply apply to all types and forms of publication used by Apaton Finance GmbH uses for publications on companies.
Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and etc. on news.financial. These contents serve information for readers and does not constitute a call to action or recommendations, neither explicitly nor implicitly. implicitly, they are to be understood as an assurance of possible price be understood. The contents do not replace individual professional investment advice and do not constitute an offer to sell the share(s) offer to sell the share(s) or other financial instrument(s) in question, nor is it an nor an invitation to buy or sell such.
The content is expressly not a financial analysis, but rather financial analysis, but rather journalistic or advertising texts. Readers or users who make investment decisions or carry out transactions on the basis decisions or transactions on the basis of the information provided here act completely at their own risk. There is no contractual relationship between between Apaton Finance GmbH and its readers or the users of its offers. users of its offers, as our information only refers to the company and not to the company, but not to the investment decision of the reader or user. or user.