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March 11th, 2021 | 09:05 CET

Nel ASA, dynaCERT, Ballard Power - Great entry opportunities!

  • Hydrogen
Photo credits: pixabay.com

Powerful movements in hydrogen stocks. After a violent price correction in recent weeks, a strong countermovement set in on Monday. Did it come to an end, or does the normalization of the partly insane valuation continue? Hydrogen technology will remain a topic of the future, just like the electromobility sector, which has also been hit hard. The question now is which shares will reach new highs and which will fall by the wayside.

time to read: 3 minutes | Author: Stefan Feulner
ISIN: NO0010081235 , CA26780A1084 , CA0585861085

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

     

    Promotion from the highest level

    If the current German government has its way, Germany will become a global pioneer in using new climate-friendly hydrogen energy types. Berlin is thus pumping a total of EUR 9 billion into the industry of the future. The goal is to replace fossil fuels such as crude oil. Hydrogen leaves behind practically no exhaust gases when burned, making the gas an ideal substitute for coal, oil and natural gas in industry and transportation. Hydrogen is the most common chemical element in the universe and is therefore present in large quantities. However, it has the disadvantage that it only occurs in bound form. To use hydrogen as an energy carrier, one must first extract the gas from water or methane. Electrolysis uses electricity to separate water into its constituent parts, oxygen and hydrogen and captures the rising gases.

    Disadvantages

    Problems can arise, however, if hydrogen meets oxygen. Here it can lead to an explosion. Another negative point is that some hydrogen technologies work with fossil fuels such as natural gas. The conversion processes can produce carbon dioxide, turning an environmentally friendly raw material into an end product that is not ecological. Nevertheless, hydrogen could have a future in the automotive industry. The development of a filling station network for hydrogen cars in Germany is proceeding extremely slowly. Battery-powered vehicles are making much faster progress here. Things look much more promising in terms of market penetration for the larger vehicles, ie. trucks. Around 40% of all greenhouse gas emissions in traffic come from the tailpipes of heavy trucks. Now the EU is stepping in and putting commercial vehicle manufacturers under pressure. By 2025, truck manufacturers must reduce CO2 emissions by an average of 15% and by 30% by 2030 or face heavy penalties.

    Solution on the market

    The question arises as to what is more convenient for fleet operators - paying hefty fines or investing millions in a new fleet? In sixteen years of research, dynaCERT has found the solution. Instead of spending vast sums on new vehicles, the patented hydrogen-based electrolysis system "HydraGEN" makes it possible to reduce fuel consumption and emissions of large diesel engines by up to 20%. In addition to "HydraGEN," dynaCERT has programmed intelligent software already used in trial runs in more than 400 vehicles. With "HydraLytica," it is possible to record and analyze the fuel savings. The fleet manager can also add features such as fleet management, route planning, driver safety, and load management.

    Universally applicable

    The focus of sales is on customers in the vehicle fleet, logistics, construction machinery and diesel generator sectors. Technically, however, it would already be possible to equip any passenger car with dynaCERT's technology. Going forward, 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. The market has yet to truly recognize the potential of the Canadians. As a result, the share price currently stands at EUR 0.36. The stock market value of dynaCERT is EUR 137.16 million.

    Is the power enough?

    The shares of hydrogen specialist Nel ASA made significant gains yesterday. And that was bitterly necessary from a chart-technical point of view. On Monday, the share price slipped significantly below the 200-day line at EUR 2.25 before it was regained impressively. Thus, the share closed close to the daily high at EUR 2.54. The next step would be to overcome the resistance at EUR 2.62. In yesterday's daily trading, the stock showed signs of weakness and lost more than 5%. The area around EUR 2.25 remains crucial; otherwise, there is a threat of a slide to the EUR 2.00 mark in the negative case. The Norwegians once again received tailwind from their compatriots. Two Norwegian investment banks recommend Nel ASA as a "buy." The two analysts also gave the price target of EUR 3.47 synchronously. We advise you to wait.

    Promising orders

    Also under the wheels came the fuel cell manufacturer Ballard Power. After the high at EUR 35, the price held at the critical support at EUR 18. After trading hours, the price increases were again pulverized by two good news pieces, so that yesterday, another plus of more than 12% was achieved. Ballard Power received two new orders for fuel cell systems in the heavy-duty sector. The customers are the railroad Company Canadian Pacific and the bus manufacturer Wrightbus. As part of the Hydrogen Locomotive Program, Canadian Pacific intends to develop North America's first hydrogen-powered freight locomotive.


    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



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