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April 13th, 2021 | 10:04 CEST

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

  • Hydrogen
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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?

time to read: 3 minutes | Author: Stefan Feulner
ISIN: NO0010081235 , CA26780A1084 , DK0061414711

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


    dynaCERT - More than an alternative

    Around 40% of all climate gas emissions in traffic come from the exhaust pipes of trucks. Due to the energy turnaround, this is now to change according to the European Union. Truck manufacturers must reduce CO2 emissions by an average of 15% and by as much as 30% by 2030 or face heavy penalties. The consequences for fleet operators are fatal. Heavy penalties from politicians or an immense investment in the fleet of the future? dynaCERT, a Canadian Company, has the patent remedy ready and has perfected this in sixteen years of research work.

    Instead of renewing the entire fleet, 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 developed intelligent software already being used in test runs in more than 400 vehicles. With "HydraLytica," it is possible to record and analyze the fuel savings. The fleet manager can also control fleet management, route planning, driver safety, and load management.

    Technically, the patent could already be applied to all passenger cars; however, this is still pie in the sky. Currently, dynaCERT is concentrating on the fleet, logistics, construction machinery and diesel generator segments. The Company was able to report successes in the mining sector. Several HydraGEN units have been delivered to international mining companies. The equipment is already in use in mines in Brazil, Russia, China and Peru. The positive news flow should continue in 2021. The share corrected from over EUR 0.60 to currently EUR 0.37 and is interesting in the long term at a reduced level.

    Nel ASA - Correction still going on!

    There was news again from the Norwegian hydrogen specialist. Nel ASA has concluded a framework agreement with the international consulting firm John Wood Group. Both companies want to work together to develop and implement large-scale, complex green renewable hydrogen projects in selected regions globally. Listed John Wood Group is a leading global consulting and engineering firm in the energy and built environment sectors, providing consulting and operational solutions in more than 60 countries and employing approximately 40,000 people.

    The share price of Nel ASA was unable to benefit from the fundamentally good news and fell by almost 4% to EUR 2.41 in yesterday's trading. From a chart perspective, the picture would have brightened if the EUR 2.65 mark had been overcome. The central support zone at EUR 2.19 should hold in the next few days; otherwise, there is a threat of a further correction in the direction of EUR 2.

    Everfuel - Entry into shipping

    The former Danish subsidiary of Nel ASA, Everfuel, also had news to report. The Company, founded from a spin-off, signed a letter of intent with an unnamed German-Norwegian shipping company for the hydrogen supply of a new emission-free ship concept. The Danes will be responsible for the supply of hydrogen, including the planning, installation and operation of an optimized, scalable refueling solution. The target start of operations is early 2023, with a first ship expected to consume about 1,000 kg of hydrogen per day. By entering the maritime sector, Everfuel is doing pioneering work. According to Everfuel CEO Jacob Krogsgaard, ships are mainly powered by marine diesel engines, which are very harmful to the environment.

    A single large container ship or passenger vessel can emit as much sulfur emissions into the air as 50 million cars in a year. Switching to zero-emission solutions should make a significant difference. The International Maritime Organization (IMO) has adopted binding measures to reduce greenhouse gas emissions and phase them out entirely by the end of the century, initially targeting at least a 50% reduction in international shipping by 2050 compared to 2008 levels. Everfuel's stock has also been swept up in the hydrogen correction in recent weeks. The market-limited stock fell from over EUR 18 to EUR 6.68 at its low. Currently, a countermovement is underway with prices at EUR 9.22. Should the price fall below the EUR 9 mark, the consequence would be a retest of the lows.

    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

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    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

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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.