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Dirk Graszt, CEO, Clean Logistics SE

Dirk Graszt
CEO | Clean Logistics SE
Trettaustr.32, 21107 Hamburg (DE)

info@cleanlogistics.de

+49-4171-6791300

Interview Clean Logistics: Hydrogen challenge to Daimler + Co.


Matthew Salthouse, CEO, Kainantu Resources

Matthew Salthouse
CEO | Kainantu Resources
3 Phillip Street #19-01 Royal Group Building, 048693 Singapore (SGP)

info@krl.com.sg

+65 6920 2020

Interview Kainantu Resources: "We hold the key to growth in the Asia-Pacific region".


Justin Reid, President and CEO, Troilus Gold Corp.

Justin Reid
President and CEO | Troilus Gold Corp.
36 Lombard Street, Floor 4, M5C 2X3 Toronto, Ontario (CAN)

info@troilusgold.com

+1 (647) 276-0050

Interview Troilus Gold: "We are convinced that Troilus is more than just a mine".


27. September 2021 | 11:23 CET

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

  • Hydrogen
Photo credits: pixabay.com

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


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

 

Author

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


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.


Author

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



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.


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BYD, dynaCERT, Daimler: Alternative drives are flying again

  • Hydrogen

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  • Hydrogen

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