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September 7th, 2022 | 11:45 CEST

FuelCell Energy, dynaCERT, Linde - Tenbagger opportunities in the hydrogen sector

  • Hydrogen
  • renewableenergies
  • climatechange
Photo credits: pixabay.com

The goal of gaining independence from Russian oil and gas is pushing politicians to find forward-looking alternative solutions. An agreement between Canada and Germany was reached at the end of August, representing a quantum leap for the hydrogen sector. Hydrogen is seen as a key element in the transport sector for achieving climate targets. At the moment, many companies are still in correction mode. As a result, there are attractive opportunities for disproportionate share price gains in the long term.

time to read: 4 minutes | Author: Carsten Mainitz
ISIN: FUELCELL ENERGY DL-_0001 | US35952H6018 , LINDE PLC EO 0_001 | IE00BZ12WP82 , DYNACERT INC. | CA26780A1084

Table of contents:


    Dirk Graszt, CEO, Clean Logistics SE
    "[...] 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

    Full interview

     

    FuelCell Energy - Huge rebound potential

    The Nasdaq stock FuelCell Energy, a global leader in fuel cell technology, could herald a long-term turnaround after a year-long sell-off at current levels in the USD 4 range. FuelCell Energy offers its customers comprehensive turnkey solutions that range from project design and installation to long-term operation and maintenance of the fuel cell system.

    SureSource's global fleet of power plants spans three continents and leads the industry with millions of megawatts of ultra-clean energy generation. The Company's technology is the only one in the world capable of both capturing carbon from an external source and generating electricity at the same time and producing hydrogen, electricity and water simultaneously.

    The Danbury, Connecticut-based company, with European manufacturing in Taufkirchen, Germany, will release third-quarter figures on September 8. If these turn out positive, this could mean the start of a strong upward wave. With the break of the downward trend starting in February 2021 and the simultaneous crossing of the 200-day line, the next price target would only be around USD 10.00 from a chart-technical perspective.

    dynaCERT - The goal in sight

    It has taken a long time, too long for many investors who had bet on dynaCERT's innovative technology. In addition to the Corona pandemic, constant changes in management caused various delays, which hindered the roll-out and final commercialization of the HydraGEN technology. The result was a steady decline in the value of the stock. Since the outbreak of the Corona pandemic, the stock has lost about 90% to a low of CAD 0.075.

    But since last month, one could get the impression that the success story is finally taking off. Not only has the share price almost tripled within a month, but the Verra Verified Carbon Standard program, which is extremely important for the Company, is finally entering the decisive round.

    In a company announcement, dynaCERT stated that Verra's Chief Program Development and Innovation Officer had signed an agreement with Earthood Services Private Limited to provide independent verification services in connection with dynaCERT's application under the Verified Carbon Standard program. To date, dynCERT and Verra have been able to move through several steps regarding carbon credit initiatives. The next steps are for Verra to engage an approved validator to provide services related to "methodology validation" under the terms and conditions outlined in the Agreement and the VCS Regulations.

    At the moment, the parties dynaCERT, Earthood, Verra and dynaCERT's consultant, International Environmental Partners Limited, are in the process of finalizing the VCS process so that dynaCERT's carbon credits achieve Verra's "Verified Carbon Standard". This would mark a hugely important milestone in the Canadians' corporate history. Receiving the Verra seal could also open the door for larger customers.

    If you want to know more: dynaCERT CEO Payne can be seen live at the virtual event "International Investment Forum (IIF)". Participation is free of charge via Zoom.

    Linde PLC - Highest railroad

    Things could get uncomfortable for shareholders of the DAX member Linde in the coming days. Due to the chart constellation, the value is about to test the upward trend formed since the end of 2029 at GBP 274.45. A break to the downside could lead to a major selling wave, which in a first step, could lead to a level of GBP 247.35. Despite a possible setback, the industrial group, with headquarters in Dublin, Ireland, and operational headquarters in Guildford, UK, has been able to hold its ground well against the competition, with a drop of 10% since the beginning of the year. A strong buy signal would emerge if the stock were to break through the triple-tested all-time high in the region of GBP 315.

    Linde's core business is gases and process plants that extract and produce gases. Linde is the world market leader in industrial gases, ahead of its French competitor Air Liquide. The Company also has the world's largest capacity and distribution system for liquid hydrogen. In the increasingly crucial H2 sector, Linde has done pioneering work. Namely, at the end of last month, the world's first hydrogen refueling facility for passenger trains was inaugurated in Bremervörde, Germany.

    The hydrogen refueling facility, which Linde built, owns and operates, will refuel 14 hydrogen-powered passenger trains, allowing each train to travel 1,000 km emission-free on a single refueling. The plant has a total capacity of around 1,600 kg of hydrogen per day, making it one of the largest hydrogen refueling facilities ever built. The new hydrogen trains will replace the existing diesel-powered trains.


    Hydrogen is a key element in the decarbonization of transport and is being subsidized even more heavily by politicians following Russia's war of aggression. Stocks from this segment are still in a correction loop but could be poised for a hydrogen wave 2.0. in the long term. FuelCell Energy has great rebound potential, and in the case of dynaCERT, the commitment from Verra could act as a catalyst. The Linde share is one of the standard investments in a hydrogen rally.


    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 hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.

    For this reason, there is a concrete conflict of interest.

    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH 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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