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December 30th, 2020 | 10:02 CET

Encavis, dynaCERT, PNE - sustainable performance rockets for 2021

  • Sustainability
Photo credits: pixabay.com

Sustainability is inexorably becoming an essential criterion in the investment process. The interpretation of ESG definitions sets the framework for sustainable investments. Translated, the abbreviation ESG stands for environment, social and responsible corporate governance. Investing sustainably doesn't necessarily mean sacrificing returns; we present three first-class investment opportunities.

time to read: 3 minutes | Author: Carsten Mainitz
ISIN: CA26780A1084 , DE000A0JBPG2 , DE0006095003

Table of contents:


    ENCAVIS AG - producing more energy than a nuclear power plant

    Encavis is a major independent power producer. Its electricity is generated exclusively from renewable energy sources. The Company acquires and operates solar parks and (onshore) wind farms and is active in ten European countries. Through guaranteed feed-in tariffs or long-term power purchase agreements, stable and predictable earnings are achieved. Through Encavis Asset Management AG, the Group offers its expertise to institutional investors.

    Encavis generally invests conservatively. Investments are only made in solar and wind parks that are in the construction phase, turnkey or already in operation. In the meantime, the Hamburg-based Company has built up a considerable portfolio with a capacity of 1.8 GW. By comparison, a medium-sized nuclear plant has a rated capacity of 1.4 GW and can thus supply around 3.5 million households. A good 2/3 of the energy generated by Encavis is generated by photovoltaics. In relation to the entire portfolio, the guaranteed feed-in tariff's average duration is 13 years, which promises a high degree of planning security.

    The Group confirmed its targets for the full year when presenting its Q3 data. Encavis aims to increase sales to over EUR 280 million (previous year: EUR 273.8 million). Currently, the SDAX group is valued at around EUR 3 billion. In their current study, the DZ Bank analysts recommend the share as a buy with a target price of EUR 25.10. That is a full 20% upside potential.

    DYNACERT INC - the right answers to pressing questions

    dynaCERT is fully committed to emission reductions as part of its business. The Toronto-based Company manufactures and markets "Carbon Emission Reduction Technology" for use in internal combustion engines. The Company has developed a patented hydrogen technology for retrofitting diesel engines, which can significantly reduce fuel consumption and pollutant emissions.

    The technology is already widely used in the market for road vehicles, power generation plants, mining and forestry machinery, ships and rail locomotives. North American fleet operators are an important customer group. For their trucks, the CleanTech Company offers conversion kits that pay for themselves relatively quickly. In addition, fuel savings can be measured using software also offered by the Company. In the future, the technology solution will be expanded to include additional features.

    The Canadians' innovative products have a lot of potential; after all, reducing emissions is not only desirable from a sustainability perspective. The pricing of emissions provides an additional argument for the growing demand for dynaCERT solutions.

    PNE AG - price exhausted after doubling?

    The PNE Group has been successfully active in the wind energy sector since the mid-1990s. PNE covers the entire value chain from development, project planning, realization, financing, operation, sales and onshore wind farms' repowering. In addition, offshore wind farms are developed until they are ready for construction. In 2019, the Company broke through the 3,000 MW installed nominal capacity mark. Currently, the PNE Group is active in Europe, South Africa and North America.

    In the future, PNE wants to position itself much more broadly. The vision is to transform the Company into a "Clean Energy Solutions Provider", i.e., a provider of solutions from different renewable energies. In addition to wind energy, photovoltaics and storage solutions and power-to-gas technologies focusing on hydrogen, are to be the subject of business activities. Also, the geographical radius of action is to be significantly expanded.

    PNE confirmed its operating profit targets with EBITDA of EUR 15 to 20 million and EBIT of EUR 5 to 10 million for the current fiscal year. The 9M figures showed a loss due to fewer project disposals. The Company is currently valued at around EUR 620 million. The share price has doubled to EUR 8 in 2020. If we take the opinion of First Berlin analysts into account, the stock is exhausted. However, we believe that anyone looking at the medium-term prospects will see further upside potential.


    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.

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    Der Autor

    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



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