Close menu




June 14th, 2023 | 08:10 CEST

Hydrogen picks up - Where profits lurk: ThyssenKrupp, JinkoSolar, Manuka Resources

  • Mining
  • Vanadium
  • Batteries
  • Energy
Photo credits: pixabay.com

The hydrogen business is picking up speed worldwide. ThyssenKrupp plans to float its hydrogen subsidiary Nucera on the stock market before the summer break. This announcement is positive for the entire industry, as it indicates that ThyssenKrupp and the banks involved think the market is stable enough to get a reasonable price for shares in Nucera. We look at what is behind the IPO, which Greentech stocks are still interesting and which niche investors can profit disproportionately.

time to read: 3 minutes | Author: Nico Popp
ISIN: THYSSENKRUPP AG O.N. | DE0007500001 , JINKOSOLAR ADR/4 DL-00002 | US47759T1007 , Manuka Resources Limited | AU0000090292

Table of contents:


    Dennis Karp, Executive Chairman, Manuka Resources Limited
    "[...] We will trigger indirect creation of 1,665 new jobs nationwide, while directly employing 300 staff - 270 operational and 30 administrative. [...]" Dennis Karp, Executive Chairman, Manuka Resources Limited

    Full interview

     

    ThyssenKrupp wants to stay with Nucera

    ThyssenKrupp plans to raise around EUR 500 to 600 million in the IPO of its hydrogen subsidiary, Nucera. The capital is to come primarily from a capital increase. Both ThyssenKrupp and the Italian minority shareholder, Industrie De Nora, intend to remain on board. The raised capital will be directed towards growth, as Nucera aims to expand its business in alkaline water electrolysis.. The Company wants to produce green hydrogen primarily in Europe and the US and build the corresponding plants. But Asia is also attractive to the young company.

    ThyssenKrupp currently holds 66% of Nucera. It can be assumed that the steel group will continue to hold a majority after the IPO. Since the steel business is not doing so well at the moment, the IPO of the hydrogen subsidiary could boost its growth and create value for ThyssenKrupp in the long term. In addition, hydrogen could also play an increasingly important role in steel production in the future. The ThyssenKrupp share has been moving sideways for about a year. Recently a recovery has become apparent. If the spectre of recession fades, ThyssenKrupp could also take off with its investment in the future, which, thanks to its stock market listing, should then also have a higher value than today. However, the share will no longer be a high-flyer.

    JinkoSolar: Cooperation strengthens market position

    JinkoSolar, on the other hand, has been a high-flyer in recent years. The manufacturer of photovoltaic panels is the world market leader and impresses with quality and market power. However, the growing geopolitical tensions have hurt the share price in the past year - it fell by almost 30%. The share price is currently lower than it has been for months. At the current level, the stock could find a bottom. Most recently, JinkoSolar entered into a global strategic cooperation with Antaisolar, a leading supplier of products along the entire industrial value chain for PV mounting systems. Such cooperation should help JinkoSolar to maintain its market position even under challenging conditions. Even if the general conditions for the Company are not perfect, especially given the price war in the industry, the share remains a value to keep in mind.

    Manuka Resources: Precious metals small cap with huge vanadium potential

    Investors should also keep the shares of Manuka Resources in mind. The Company mines precious metals in two mines in Australia and even has its own processing plant there. Exploration is carried out while operations are ongoing, which has resulted in an increase in the resource base despite production. However, a giant vanadium project that Manuka Resources is advancing in New Zealand and which Manuka was only able to acquire about a year ago thanks to long-cultivated business relationships is causing even more fantasy. The project has the potential to produce 15% of the world's vanadium supply. Until now, vanadium has come primarily from China and Russia - two countries from which international companies want to become less dependent.

    Vanadium is used in certain types of steel. Furthermore, the element is considered a battery metal. Vanadium redox batteries, for example, are suitable for large-scale energy storage, such as in solar parks. Thanks to its chemical properties, vanadium is also used in the nuclear industry to envelop nuclear fuel. Manuka Resources's share has remained low for months and is a proven penny stock. The Company's precious metals activities alone have already generated cash flows. The gigantic vanadium project covers the entire Greentech sector. The Company offers an exciting mix to invest equally in precious metals and the energy transition. Vanadium demand from the steel industry adds to the mix.


    While stocks like ThyssenKrupp or JinkoSolar are attractive due to their market position and holdings but are currently not in vogue, Manuka Resources offers a particularly exciting mix for investors. The Company must be considered speculative due to its early stage, but conversely, it could offer great prospects if successful. The stock is always worth a look for experienced investors on weakness.


    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.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and the like on news.financial. These contents are exclusively for the information of the readers and do not represent any call to action or recommendations, neither explicitly nor implicitly they are to be understood as an assurance of possible price developments. The contents do not replace individual expert investment advice and do not constitute an offer to sell the discussed share(s) or other financial instruments, nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but a journalistic or advertising text. Readers or users who make investment decisions or carry out transactions on the basis of the information provided here do so entirely at their own risk. No contractual relationship is established between Apaton Finance GmbH and its readers or the users of its offers, as our information only refers to the company and not to the investment decision of the reader or user.

    The acquisition of financial instruments involves high risks, which can lead to the total loss of the invested capital. The information published by Apaton Finance GmbH and its authors is based on careful research. Nevertheless, no liability is assumed for financial losses or a content-related guarantee for the topicality, correctness, appropriateness and completeness of the content provided here. Please also note our Terms of use.


    Der Autor

    Nico Popp

    At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

    About the author



    Related comments:

    Commented by André Will-Laudien on July 17th, 2024 | 09:00 CEST

    Elon Musk finances Donald Trump - Now a strategic move with Rheinmetall, Aixtron, Almonty Industries, and Varta

    • Mining
    • Tungsten
    • renewableenergies
    • Defense
    • hightech

    An assassination attempt with consequences. Tech billionaire Elon Musk has expressed his deepest solidarity with presidential candidate Trump following the assassination attempt. The Tesla CEO will henceforth financially support the Republican presidential candidate's campaign massively. Musk intends to provide around USD 45 million per month, as reported by the Wall Street Journal. The latest election polls now put the Republican clearly ahead of Biden. This could lead to a strongly US-oriented policy in the spirit of "America First". Above all, Trump aims to halt immigration, invest in the ailing infrastructure, massively arm the national security, and revitalize "Old America". Everything suggests that the blockbuster sectors of high-tech and armaments will continue thriving for now. The focus is clearly on strategic raw materials due to the efforts to reduce foreign dependencies. Where are the opportunities for shareholders?

    Read

    Commented by Fabian Lorenz on July 17th, 2024 | 07:30 CEST

    Siemens Energy share down 50%? Now time to buy Rheinmetall, Bayer, and Saturn Oil + Gas?

    • Mining
    • Oil
    • Defense
    • Pharma
    • renewableenergies

    Can the Siemens Energy share halve in value? At least, that is what the analysts at Bernstein think, who have set a price target of EUR 15. After a strong rally, the focus is now back on the Company's problem areas, such as India. Rheinmetall, on the other hand, is recommended as a "Buy". Can the armaments group thus end its sideways movement? In an initial study, analysts see around 50% upside potential for Saturn Oil & Gas. The oil company intends to significantly increase its free cash flow in the coming years but is considered undervalued compared to its peers. Some analysts see even more potential. Analysts are cautious about Bayer shares. In addition to the well-known legal disputes, operational issues are also a burden.

    Read

    Commented by Fabian Lorenz on July 16th, 2024 | 07:15 CEST

    Next share price jump? TUI, Aixtron, and Desert Gold

    • Mining
    • Gold
    • Travel
    • Technology

    Is the Aixtron share about to make its next leap? The shock of the profit warning was digested with a rise of over 10%. Three analysts recommend the share as a "Buy". Desert Gold is also ripe for a new rally. After more than doubling in a short space of time at the beginning of the year, it consolidated textbook style. Will it soon jump to a new yearly high? The Company is certainly not expensive, and experts consider a gold price of USD 3,000 possible. Important drilling results are also on the horizon. TUI is currently performing well operationally. The summer season business is booming, and the bankruptcy of a competitor is providing additional momentum. Nevertheless, the share is trending sideways. Could the purchase of an island be the trigger?

    Read