Menu

Recent Interviews

Jerre Foo, Corporate Development Executive, Silkroad Nickel

Jerre Foo
Corporate Development Executive | Silkroad Nickel
50 Armenian Street #03-04, 179938 Singapore (SGP)

enquiries@silkroadnickel.com

+65 6327 8971

Silkroad Nickel: 'The course is set for dynamic profit growth.'


Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG

Dr. Thomas Gutschlag
CEO | Deutsche Rohstoff AG
Q7, 24, 68161 Mannheim (D)

info@rohstoff.de

+49 621 490 817 0

Interview Deutsche Rohstoff AG: "We can imagine additional investments in the field of electromobility."


Steve Cope, President, CEO and Director, Silver Viper

Steve Cope
President, CEO and Director | Silver Viper
1055 W Hastings St Suite 1130, V6E 2E9 Vancouver (CAN)

info@silverviperminerals.com

+1-604-687-8566

Interview with Silver Viper: Future price drivers and takeover fantasy


13. January 2021 | 10:55 CET

NEL ASA, dynaCERT, Everfuel - Is the hydrogen bubble bursting?

  • Hydrogen
Photo credits: dynaCERT Inc.

The valuations of most hydrogen stocks are skyrocketing to immeasurable heights. Compared to the current balance sheet figures, this seems irrational and unjustified. Only the future forecasts in terms of sales and profits are used as a benchmark. Much is reminiscent of the year 2000 and the new market, when shares such as Gigabell or Metabox were maneuvered into orbit, only to fall from the sky like shooting stars a short time later.

time to read: 2 minutes by Stefan Feulner


Sebastian-Justus Schmidt, CEO and Founder, Enapter AG
"[...] Why should a modular electrolyzer cost more than a motorcycle? [...]" Sebastian-Justus Schmidt, CEO and Founder, Enapter AG

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


Both feet on the ground

The situation is entirely different for the Canadian Company dynaCERT. Here, research that has been ongoing for 16 years has developed a hydrogen technology for diesel engines that enables operators to save a considerable amount of fuel. The technology, called "HydraGEN", uses a patented electrolysis system to convert distilled water into hydrogen and oxygen gases produced on demand. dynaCERT's goal is to reduce the amount of greenhouse gases emitted from the combustion of carbon-based fuels. Both CO2 emissions and fuel consumption are reduced by up to 20% at peak.

Huge potential

Currently, dynaCERT's customers are mainly fleet operators. The heavy trucks that roll along North American highways for up to 24 hours a day are to be equipped with the newly developed kits. With the specially programmed "HydraLytica" software, it is also possible to record and analyze fuel savings. Other features such as fleet management, route planning, driver safety, and load management are to be added gradually. The Company's technology is currently already being used in trial runs in more than 400 vehicles.

In the future, dynaCERT's technology will be used wherever diesel engines are available: In addition to trucking, there is logistics, heavy construction equipment, mining equipment - including underground, diesel generators, marine, and trains. The technology also works for diesel cars. Here, pollution is reduced and fuel consumption is lowered. However, this is still a future market for the Canadians. Currently, the sales team is busy rolling up the truck market worldwide.

Huge opportunity for the future

According to CEO Jim Payne, the long-term goal is to get every diesel engine in the world to adopt dynaCERT's technology. While this goal is ambitious, the technical groundwork has been laid in recent years. With a market capitalization of currently only EUR 128.50 million, the Canadian Company offers enormous potential in the hydrogen mega-market. You can read the complete interview with dynaCERT CEO Jim Payne:
Interview dynaCERT CEO Jim Payne

Parent company and investment

Once again, there is news in the right-left pocket game between the mother Nel ASA and her Danish subsidiary Everfuel. This time Nel ASA is awarded a 20 MW electrolyzer contract with Everfuel A/S for the green hydrogen production plant next to the Fredericia refinery in Denmark. The Everfuel contract is worth EUR 7.2 million. The Fredericia plant will have a production capacity of up to eight tons of green hydrogen per day from renewable wind energy, with ten tons' storage capacity. The electrolyzer will be delivered in 2021 and fully operational by mid-2022. Everfuel's CEO commented as follows: "This is an important step towards building our own green hydrogen production through the HySynergy electrolyzer in Fredericia in close cooperation with Shell's refinery operations. The core of our ambition is to commercialize the green hydrogen value chain for zero-emission mobility."

Is the balloon bursting?

Currently, Nel ASA's stock market value is EUR 4.71 billion. In contrast, the Norwegians' current sales figures look measly. In 2020 sales increased slightly to EUR 57.13 million, compared to EUR 55.1 million in the previous year. The loss in 2020 was a whopping EUR 31.7 million, not unusual for a growth stock. Larger orders were indeed brought in last year; however, this in no way reflects the exorbitantly high valuation. The same applies to the subsidiary Everfuel, in which Nel ASA still holds a stake of just under 17%. Here, the stock market value is EUR 1.3 billion. Driven by the ever-growing euphoria, we advise caution. In any case, a more substantial correction would be justified based on the fundamental data.


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.


Related comments:

16. April 2021 | 07:30 CET | by Nico Popp

NEL, Enapter, Plug Power: Hydrogen? It's just getting started!

  • Hydrogen

If you look at the prices of selected hydrogen stocks, you might think the hype is over. But the big players in the industry are only now jumping on the bandwagon. Bosch, for example, has decided to really take off with fuel cells for trucks. The aim is to establish the technology in China. Here, a large market is waiting, which could also be groundbreaking for other sales markets. Specialized companies from the hydrogen sector could profit from this - after all, large industrial companies such as Bosch are always interested in new technology.

Read

13. April 2021 | 10:04 CET | by Stefan Feulner

Nel ASA, dynaCERT, Everfuel - What is next for hydrogen stocks?

  • Hydrogen

Without a doubt, hydrogen will remain one of the most exciting topics on the capital market in the coming years. If the current German government has its way, Germany will become a global pioneer in using new types of climate-friendly hydrogen energy. Berlin is thus pumping a total of EUR 9 billion into this industry of the future. What happens after the correction? Do the sharply fallen values turn upward again, or do you continue to reduce the inflated valuations? And are there alternatives?

Read

08. April 2021 | 09:42 CET | by André Will-Laudien

Nel ASA, dynaCERT, FuelCell Energy - Hydrogen, the second wave!

  • Hydrogen

The hydrogen hype is entering its second wave. The reason is undoubtedly the current draft resolution of the Joe Biden package in favor of the global climate goals. This package contains an investment sum of several hundred billion US dollars to lower climate damaging emissions. The market will decide whether battery or hydrogen technology will play a greater role here; the only important thing is that the funds for the start of the research projects are released quickly. Time is pressing because the pandemic has put many industries on the sidelines. The transport industry, in particular, depends on the sale of goods, and in the future, this should take place without any negative environmental impact.

Read