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September 27th, 2021 | 11:23 CEST

JinkoSolar, dynaCERT, Alstom, Nel ASA - Hydrogen as the key

  • Hydrogen
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For the first time right before a federal election, Fridays for Future demonstrated nationwide for more climate protection. According to Greta Thunberg, who made her appearance in Berlin, Germany is the fourth-largest carbon dioxide emitter in history, and that with a population of only 80 million people. Politicians must act and accelerate the switch from gasoline and diesel to environmentally friendly drives. In addition to electromobility, there is no way around hydrogen and fuel cell technology in the future, especially for heavy vehicles.

time to read: 2 minutes | Author: Stefan Feulner
ISIN: JINKOSOLAR ADR/4 DL-00002 | US47759T1007 , DYNACERT INC. | CA26780A1084 , ALSTOM S.A. INH. EO 7 | FR0010220475 , NEL ASA NK-_20 | NO0010081235

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


    Is the second wave coming?

    Last year's stock market stars, hydrogen shares, have been correcting across the board for months and are gradually reducing their overvaluation. It is perfectly normal for even market leaders to correct by more than 60%. However, there is no question that the future belongs to these technologies. Gas with the formula H2 and green electricity is seen as the key to achieving climate targets worldwide.

    Morgan Stanley has now reviewed the global hydrogen market in an analysis involving 20 analysts. As CNBC reported, the experts not only analyzed the overall market but explicitly named the favorites. In addition to the French Company Alstom, which specializes in hydrogen-powered trains, the German DAX Company Linde and the Norwegian electrolyzer manufacturer Nel ASA are also among the favorites in Europe.

    By building a double bottom at EUR 1.25, the chart situation looks promising for the Norwegians. Crossing the resistance at EUR 1.50 would trigger a new buy signal and complete the formation.

    When will the starting signal be given?

    The dynaCERT share has also suffered considerably in recent months. After peaks of EUR 0.56 at the beginning of the year, the shares of the Canadian Company are currently available for purchase at EUR 0.16. The fact that dynaCERT's technology is not yet available to the general public is a sign of a new buy signal. There is no question that the technology of dynaCERT is promising. However, the market is waiting for news regarding larger, scalable orders and the entry into the mass market. More details on this topic are likely to be announced at this week's Annual General Meeting. Should positive news come from management, we should see a short squeeze in the stock, which is currently on the list of short-sellers.

    With HydraGEN technology, vehicles with combustion engines can be converted cheaply to reduce CO2 emissions and fuel consumption by up to 19%. Intelligent software has been developed to record and analyze consumption. The fleet companies can convert the CO2 saved into corresponding certificates and sell them.

    In the future, Canada's management plans to take a leadership role in the new hydrogen economy while working with other high-level industry leaders to further leverage and expand the company's environmental technology product line currently available on the global market. Speculative investors have the opportunity to build initial positions at discounted levels.

    Subsidiary with IPO

    Electricity supply is also becoming "greener" year by year. The share of renewable energies in electricity consumption is growing steadily. From around 6% in 2000 to approximately 46% in 2020, that is well ahead of the 35% target for 2020. By 2025, 40 to 45% of the electricity consumed in Germany is to come from renewable energies. At just under 45%, photovoltaics is the most important source of electricity from renewables.

    The Chinese market leader JinkoSolar is now pushing ahead with the IPO of its most important subsidiary, Jiangxi Jinko. It is to be listed on the Sci-Tech Innovation Board, which belongs to the Shanghai Stock Exchange. The solar module and solar cell producer currently holds just under 74% of the subsidiary; after the IPO, it would still hold the majority with 54.96%.

    From a technical perspective, a further test of the EUR 40 mark is now likely. If the broad support does not hold, prices around EUR 35 would be the likely target.

    Hydrogen technology is a crucial piece of the puzzle for climate protection. dynaCERT has developed a visionary system that has clear potential if introduced to the mass market. Nel ASA could end its bottoming formation, and caution is advised for JinkoSolar.

    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

    Stefan Feulner

    The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
    He is passionate about analyzing a wide variety of business models and investigating new trends.

    About the author

    Related comments:

    Commented by André Will-Laudien on May 16th, 2024 | 07:00 CEST

    Attention: Here we go! Hydrogen and uranium on the rise: Plug Power, Nel ASA, Kraken Energy and Siemens Energy in focus

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    It has finally happened! After months of sell-offs in hydrogen shares, there was a sigh of relief across the sector the day before yesterday. The reason: industry leader Plug Power received a government guarantee of USD 1.66 billion as backing for the construction of six-megawatt sites nationwide to create an initial hydrogen infrastructure. The Department of Energy (DOE) is thus demonstrating that the US is serious about investing in alternative energies. The decision boosted the entire energy sector, with uranium also continuing its recent upward trend. Where do the opportunities lie for investors?


    Commented by Fabian Lorenz on May 15th, 2024 | 07:00 CEST

    Horror at Plug Power! The cash registers are ringing at TUI and Carbon Done Right Developments!

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    The stock market is sometimes crazy. Plug Power reported a slump in sales and further increasing losses, yet the share price can rise significantly. Is this the turnaround for the hydrogen share? What caused the share price to rise? In contrast, the cash registers are ringing at TUI and Carbon Done Right Developments. The latter is benefiting from milestone payments from oil giant BP for a reforestation project to improve its environmental footprint. And business is also booming at TUI. The tourism group will present its financial results today, and the outlook for the summer season should be positive. Analysts see 50% upside potential.


    Commented by Armin Schulz on May 14th, 2024 | 07:15 CEST

    Nel ASA, dynaCERT, Plug Power - Growth in the hydrogen sector

    • Hydrogen
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    The hydrogen market is currently experiencing an upswing, characterized by an increasing number of large orders and stronger demand for hydrogen technologies. One example of the momentum in this sector is the recent success of Canadian fuel cell manufacturer Ballard Power, which has received the largest order in its history from Polish bus manufacturer Solaris. This order, which includes the delivery of 1,000 fuel cell engines by 2027 to equip hydrogen buses, demonstrates the market's willingness to invest in sustainable and innovative mobility solutions. The German company Enapter increased its order intake in the first quarter by 730% compared to the previous year - reason enough to take a look at other hydrogen companies.