Close menu

June 14th, 2023 | 08:10 CEST

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

  • Mining
  • Vanadium
  • Batteries
  • Energy
Photo credits:

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:

    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 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 Juliane Zielonka on September 28th, 2023 | 09:20 CEST

    First Hydrogen, Siemens Energy, PayPal - Innovative growth with hydrogen and its own currency

    • Hydrogen
    • greenhydrogen
    • Energy
    • renewableenergies

    Global Market Insights forecasts that the parcel delivery vehicle market is expected to reach over USD 210 billion by 2032, driven by the uninterrupted growth of e-commerce. First Hydrogen is a company specializing in sustainable propulsion solutions for such fleet vehicles. Hydrogen-powered vehicles are also currently finding their way onto the streets of India. India is the world's fifth-largest economy and is sending a crucial signal with hydrogen technology. First Hydrogen has positioned itself in a promising market. Siemens Energy is also betting on hydrogen. After the debacle caused by the takeover of the wind energy company Siemens Gamesa, the hydrogen deal with Air Liquide is finally leading to an increase in the share price. At PayPal, the new CEO is a breath of fresh air. The Company is expanding its growth potential in the direction of its own cryptocurrency. Find out what that means for investors here.


    Commented by Nico Popp on September 28th, 2023 | 09:05 CEST

    Germany - Car Country? The exodus begins: Mercedes-Benz, Volkswagen, First Phosphate

    • Mining
    • phosphate
    • Electromobility
    • Energy

    Cars still play a significant role in Germany. Many households have two vehicles, some even more. However, sales of new cars have weakened recently - the question of whether to buy a combustion engine or an electric vehicle, along with inflation, have deterred many buyers. German brand manufacturers are now being attracted to the US. There, they are enticed by subsidies and an intact market. Find out what the latest plans of Mercedes-Benz, Volkswagen, and others entail and which relatively unknown company could benefit.


    Commented by André Will-Laudien on September 28th, 2023 | 08:05 CEST

    Attention: Extended correction - Buy the right stocks now! Bayer, Viva Gold, TUI, and BASF are on the list!

    • Mining
    • Gold
    • Pharma
    • chemicals
    • travel

    Higher inflation and rising interest rates - this connection should be clear to investors. The interest rate level in Germany has moved from negative territory to 2.77% in the 10-year range, but stocks continued to rise cheerfully. The party led to all-time highs of 16,528 points in July, but the fundamental situation of the companies deteriorated in parallel. Only after repeated warnings from the US Federal Reserve did the explosive NASDAQ also enter a correction. And it continues. Yesterday, the CEO of US investment bank JPMorgan, Dimon, warned that the world may not be prepared for 7% capital market interest rates. He and Dr. Jens Erhardt, the CEO of the asset management company DJE, warn of stronger setbacks on the stock markets. Some stocks have already undergone a strong correction. Here is a brief overview.