Close menu




June 1st, 2022 | 12:34 CEST

K+S, dynaCERT, Siemens - Record orders and great opportunities

  • Hydrogen
  • fertilizer
  • Technology
Photo credits: pixabay.com

The Corona pandemic caused chaos, disrupted business processes and ultimately blew up entire supply chains. It is difficult for companies to recover from this. With Russia's invasion of Ukraine, a new test for businesses is on the horizon. While only a few industries, such as fertilizer manufacturers, could profit, the broad mass of listed companies went down. After calming down, there are now long-term opportunities at attractive levels.

time to read: 3 minutes | Author: Carsten Mainitz
ISIN: K+S AG NA O.N. | DE000KSAG888 , DYNACERT INC. | CA26780A1084 , SIEMENS AG NA O.N. | DE0007236101

Table of contents:


    Jim Payne, CEO, dynaCERT Inc.
    "[...] The VERRA certification adds credibility to dynaCERT's emission reduction technologies by demonstrating compliance with internationally recognized standards for carbon emissions reductions and sustainable development. [...]" Jim Payne, CEO, dynaCERT Inc.

    Full interview

     

    dynaCERT - Sales start

    The challenging period at the manufacturer of the innovative electrolysis system "HydraGEN" seems to be over. According to the CEO of dynaCERT, Jim Payne, the pandemic could be used to modernize the production facilities. In the meantime, up to 2,000 devices could be produced in one shift. A production line for individualized products has also been added.

    "Now we are pushing the sales!" the Company leader expressed on the occasion of the 3rd International Investment Forum (IIF). Canadian mining companies, in particular, are on the acquisition list. The new sales partner, Simply Green Distributors Inc., is expected to accelerate the deals and will be responsible for the Canadian oil and gas market. Simply Green has already informed dynaCERT that several large transportation and oil and gas companies in Western Canada are testing the HydraGEN technology.

    Several deals were reported by dynaCERT through its distributor, H2Tek, which specializes in providing mining companies around the world with the HydraGEN technology developed and patented by dynaCERT. In total, dynaCERT announced the sale of 7 of its equipment types equipped with the HydraGEN technology. The devices will be deployed in Peru, Argentina and Brazil. According to David Van Klaveren, H2Tek's Vice President of Global Sales, "Our national and multinational customers value dynaCERT's promising HydraGEN technology and hope to make progress in meeting their ESG guidelines with its successful implementation."

    After the sell-off in dynaCERT's stock, a long-term bottom may be forming in the area around EUR 0.10. Should promising orders continue to enter the books, nothing would stand in the way of a rebound.

    K+S - Here comes the second chance

    Last year, the fertilizer producer already benefited from increased demand from farmers and strongly rising prices for potash, one of the most important mineral fertilizers for plant cultivation. Following Russia's war of aggression and the sanctions imposed on Russia's Uralkali and Belaruskali, which account for around 38% of production, supply was significantly tightened once again. As a result, the share price doubled from around EUR 17 to a high of EUR 36.45.

    In a friendly stock market, the Group quadrupled its operating profit in Q1 to EUR 524 million, while sales increased by 65% to EUR 1.2 billion. At the end of April, the Company's headquarters in Kassel adjusted its annual forecasts for 2022 due to growing demand and rising potash prices. Thus, an operating profit of EUR 2.3 billion to EUR 2.6 billion is now expected, compared with EUR 969 million in the past fiscal year.

    Sentiment for Western fertilizer producers such as K+S, Nutrien and Mosaic is likely to remain positive in the near term, even if the price of potash continues to correct. An end to the sanctions and thus the lifting of the supply shortage is very unlikely to be in sight. Since mid-April, the K+S share has been in a correction, which brought the paper close to the EUR 25.50 mark. The next serious support level is the high from July 2018 at EUR 22.99. The 200-day line is currently at the EUR 19.46 level, which should represent an interesting entry level in the long term.

    Siemens - Record order

    The chart picture for the Munich-based conglomerate is quite different. Siemens focuses on automation and digitalization in industry, infrastructure for buildings, decentralized energy systems, mobility solutions for rail and road transport, and medical technology. After a correction in a generally weaker market, the share price has been stuck in the EUR 115 range for weeks. At the end of last week, the share broke out of the sideways movement to EUR 126.00, representing a new high for the year.

    The reason for investors' enthusiasm was the publication of a record order, according to the Company itself, the largest in its 175-year history. Together with two partners, the Company had signed a contract to construct a 2,000-km high-speed train network in Egypt, which is to connect some 60 cities. According to the agreement, Siemens will be responsible for a contract value of EUR 8.1 billion. In addition to Siemens Mobility, the consortium partners Orascom Construction and The Arab Constructors are also involved.


    After doubling in price, the shares of fertilizer producer K+S corrected. A further drop towards the EUR 20 mark could represent an attractive level in the long term. Siemens shines with a record order. At dynaCERT, the long-term bottom could have been found. The start of sales activities should result in rising quotations.


    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

    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



    Related comments:

    Commented by Fabian Lorenz on October 1st, 2025 | 07:20 CEST

    1,000% not enough for D-Wave? 70% price potential for Zalando! Will Walmart partner MiMedia's stock now take off?

    • cloud
    • Digitization
    • computing
    • ecommerce
    • Technology

    After a meteoric 1,000% rise in just 12 months, D-Wave Quantum shares continue to attract attention. Analysts are significantly raising their price targets - is the next short squeeze already looming? Meanwhile, bargain hunters should take a closer look at MiMedia. The Walmart partner's shares have halved since July, yet the Company is making strong progress in expanding its cloud platform. A rebound of up to 100% back to its previous high is possible. And in Europe, Zalando is back on investors' radar. Analysts see up to 70% upside potential, while the chart is also looking more favorable again. However, the weak consumer climate continues to weigh on business sentiment.

    Read

    Commented by Armin Schulz on October 1st, 2025 | 07:00 CEST

    The hydrogen formula: How to position yourself in the billion-dollar market with Nel ASA, dynaCERT and Plug Power

    • Hydrogen
    • greenhydrogen
    • cleantech
    • Fuelcells
    • renewableenergies

    Global industry is facing what is arguably the greatest transformation of our time. Driven by the push for climate neutrality, the hydrogen market is rapidly gaining momentum and attracting capital once again. After a period of consolidation, the recent stock market upturn signals a new phase of maturity. The range of technologies, from green production and cleantech applications to more efficient use of fossil resources, is enormous. This is precisely where the opportunity lies for investors to find tomorrow's winners in good time. We take a look at three companies, Nel ASA, dynaCERT, and Plug Power, and analyze their opportunities.

    Read

    Commented by Armin Schulz on September 29th, 2025 | 07:15 CEST

    Identifying fintech winners: An analysis of the success factors of PayPal, Finexity and Coinbase

    • Tokenization
    • Technology
    • Fintech
    • crypto
    • Digitization

    The financial world is undergoing historic change. Driven by digitalization and new technologies, lucrative opportunities are emerging beyond traditional investments. Innovative platforms are revolutionizing how we pay, invest, and manage assets. They are making markets more accessible, efficient, and transparent. Today, we focus on three pioneers who are driving this transformation and opening up new avenues for investors. The strategies of PayPal, Finexity, and Coinbase deserve special consideration.

    Read