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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


10. February 2021 | 08:30 CET

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

  • Environmental Protection
Photo credits: pixabay.com

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?

time to read: 2 minutes by Carsten Mainitz


 

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


ENCAVIS AG - slight profit-taking after doubling in price

Encavis produces electricity exclusively from renewable energies and is now one of the larger independent electricity producers. The Company's many years of profitable growth are also reflected, among other things, in a market capitalization of EUR 3.1 billion and a shareholder-friendly dividend policy.

A few days ago, the SDAX-listed Group received another accolade for its sustainable corporate policy. The rating agency MSCI raised the Company's sustainability rating from A to AA. A few weeks ago, another agency, ISS ESG, had already raised the B- to a B rating.

Shareholders of the Hamburg-based Group cannot complain given a doubling of the share price within the last 12 months. In the last few days, the share price fell by just under 10% from its recently reached all-time high of EUR 25. A consolidation of the title is not a significant blow. The analysts at Hauck & Aufhäuser, who initiated coverage of the stock at the beginning of the month with a "hold" rating and a price target of EUR 23, probably take a similar view. We are convinced that the growth prospects should soon be reflected in higher price targets.

DYNACERT INC - Analysts expect the share price to triple!

The share of dynaCERT has gained almost 50% in the last 4 weeks. If you believe the analysts of the research company GBC, then the share can still triple from the current price level of CAD 0.70 and a market capitalization of about CAD 270 million.

The Canadian cleantech Company kills two birds with one stone with its patented hydrogen technology solutions for retrofitting diesel engines: fuel consumption and pollutant emissions can be reduced by 20% each.

The proof of concept has already been provided several times. The technology is already being used in many vehicles, including vehicle fleets. However, the Company offers another added value for customers. The Canadians have developed their own software to measure and optimize fuel consumption. Soon, the Company will expand the solution to include additional functionalities. The advantages of the dynaCERT solutions are straightforward and promise further rising prices. Whether the CAD 2 mark can also be cracked soon remains to be seen.

VERBIO VEREINIGTE BIOENERGIE AG - Sell on good news

Verbio is one of the leading independent bioenergy producers in Europe and the only large-scale industrial producer of biodiesel, bioethanol, and biomethane. These green fuels can save around 90% of the CO2 emissions produced by conventional fuels. The Company is rooted in eastern Germany and employs about 700 people across the Group, including its foreign subsidiaries in India, the US, Canada, Poland and Hungary.

Last week, the Group published good half-year figures. Sales increased by 10% to EUR 479 million and earnings rose at an enormously disproportionate rate. Operationally, earnings (EBITDA) grew by 49% to EUR 80 million. Earnings per share rose from EUR 0.40 to EUR 0.70. Investors took advantage of the good news to take profits. The share price fell by around 15% in the last few days.

The Group's growth prospects are intact. The production plants for bioethanol and biodiesel have shown good capacity utilization in recent months. Verbio intends to start up biomethane plants in the USA and India this fall.


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:

15. December 2020 | 15:27 CET | by André Will-Laudien

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

  • Environmental Protection

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!

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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.

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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.

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