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Humphrey Hale, CEO, Managing Geologist, Carnavale Resources Ltd.

Humphrey Hale
CEO, Managing Geologist | Carnavale Resources Ltd.
Level 2, Suite 9 389 Oxford Street, WA 6016 Mount Hawthorn (AUS)

info@carnavaleresources.com

Interview Carnavale Resources: Good cards for long-term success


Bill Guy, Chairman, Theta Gold Mines Limited

Bill Guy
Chairman | Theta Gold Mines Limited
Level 35 (ServCorp), Intl Tower One 100 Barangaroo Ave, 2000 NSW Australia (AUS)

info@thetagoldmines.com

+61 2 8046 7584

Interview Theta Gold Mines: This team has already brought 20 mines into production


David Mason, Managing Director, CEO, NewPeak Metals Ltd.

David Mason
Managing Director, CEO | NewPeak Metals Ltd.
Level 27, 111 Eagle Street, QLD 4000 Brisbane (AU)

info@newpeak.com.au

+61 7 3303 0650

Interview New Peak Metals: Many chances for great success


12. May 2021 | 10:59 CET

Nel Asa, dynaCert, Nikola - Hydrogen: The sell-off threatens!

  • Hydrogen
Photo credits: pixabay.com

Alongside electromobility, hydrogen was undoubtedly the boom topic of the stock market year 2020. Driven by the global efforts of an energy turnaround, investors paid insane valuations for industry giants such as Ballard Power, FuelCell or Nel ASA. Since the end of January, however, a painful correction has set in, which has accelerated in recent days. Several stocks are threatening to fall below their long-term uptrends. Will another sell-off follow, or will the turnaround come now?

time to read: 3 minutes by Stefan Feulner


Jim Payne, CEO, dynaCERT Inc.
"[...] We are committed to stay as the number one Canadian and global leader in the Hydrogen-On-Demand diesel technology [...]" Jim Payne, CEO, dynaCERT Inc.

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


Hydrogen - A clear sector of the future

Due to the outbreak of the Corona pandemic, the topic of the energy transition slipped somewhat into the background. But the quest for climate neutrality is one of the most important issues of our time, along with the virus. US President Joe Biden issued the goal that the US should be climate neutral by 2050 and is subsidizing renewable energies with programs worth billions. The federal government in Germany wants to reach this target as early as 2045. As a result, by 2045 the amount of climate-damaging gases entering the atmosphere and contributing to global warming should no longer increase. For the long-term success of the energy transition and climate protection, alternatives to fossil fuels are being sought. Hydrogen will play a key role here as a versatile energy carrier. Hydrogen produced in a climate-friendly way makes it possible to significantly reduce CO2 emissions, especially in industry and transportation. Here, energy efficiency and the direct use of electricity from renewable sources are not sufficient.

The low-cost alternative

Responsible for 40% of all greenhouse gas emissions in Europe are "heavy vehicles." Because of this, the European Union is now calling for drastic reductions over the next few years. Truck manufacturers must reduce CO² emissions by an average of 15% and by as much as 30% by 2030; otherwise, they face heavy penalties. For the affected fleet operators, this poses the question of existence. For many of them, setting up a new, climate-friendly fleet is virtually impossible.

For 16 years, dynaCERT has been researching a patent recipe for reducing emissions. A roll-out of the technology would mean a liberating blow for the trucking industry. 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 that makes it possible to record and analyze fuel savings. It also allows fleet managers to control fleet management, route planning, driver safety, and load management.

Promising quarter

Although it would already be technically possible to install dynaCERT technology in passenger cars, the Canadians are currently focusing on trucks, construction equipment and diesel generators. In the first quarter of 2021, equipment for the global mining industry could be shipped to Brazil, Russia, China and Peru. In addition, dynaCERT reported growing sales in the truck and commercial vehicle industry in North America. Through its partnership with KarbonKleen, dynaCERT sold 20 units of the HG-1 model to North American mainland trucking customers. The Company's goal is to roll out in the next two years. In January this year, dynaCERT was named a top pick in sustainability by analysts at Canadian brokerage Haywood. The experts set the price target at CAD 2.20. Currently, dynaCERT is quoted at CAD 0.42.

What is next for Nel ASA?

Symptomatic for the whole industry, stands at present, the chart of the Norwegian hydrogen specialist Nel ASA. After a tenfold increase to the all-time high of NOK 35.15 within three years, a violent correction followed in mid-January, which is accelerating this week. Now it is necessary to defend the critical support at NOK 16.50. Otherwise, a rapid setback to the upward trend formed since July 2020 at around EUR 12 threatens. We continue to advise against an investment at present.

Nikola: Things are moving in an orderly manner

The fact that the specialist for hydrogen-powered electric trucks is widening its losses and still not generating any sales was evident given the quarterly figures delivered. Instead, Nikola was concerned with the outlook for the coming months. The first quarter saw the commissioning of the first batch of five Tre BEVs and validation tests at the Ulm test site, with the second batch of nine Beta Nikola Tre BEVs to be completed soon. In the second quarter, Nikola plans to start trial production of electric trucks at its joint venture manufacturing facility with Iveco.

Production of short- and long-range fuel cell vehicles is not planned until the second half of 2023 at the earliest. The new management seems to have brought some structure to the former chaos company. If production takes off, Nikola would be a multiplier candidate. However, it still faces many risks, and this stock is only suitable for investors who are willing to take it.


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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17. June 2021 | 15:44 CET | by Stefan Feulner

Deutsche Bank, Enapter, LPKF - Profit from the green future!

  • Hydrogen

Last year's boom topic, hydrogen, has suffered its first setbacks on the stock market. Industry leaders such as Nel ASA, Plug Power and Ballard corrected sharply in the first half of the stock market year. The valuations of the companies around the green future industry were too high. Nevertheless, it is becoming increasingly clear that decarbonization and the achievement of climate targets are not possible without green hydrogen. Politicians have recognized the signs and released more than EUR 8 billion in subsidies just last month. Take advantage of the second wave.

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16. June 2021 | 12:21 CET | by Stefan Feulner

Nel ASA, Pure Extraction Corp., Ballard Power - Advantage hydrogen!

  • Hydrogen

While the stock market darlings of the past year, hydrogen shares, are still working on their chart-technical bottoming phases after heavy price losses in the spring, the topic is at the center of political attention concerning the energy turnaround. According to the Ministry of Economic Affairs, hydrogen is the missing piece of the puzzle so that climate protection can succeed in industry and the economy remains competitive at the same time. This week alone, the federal government released EUR 1 billion in funding for six hydrogen projects in Bavaria.

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14. June 2021 | 08:48 CET | by Nico Popp

NEL, dynaCERT, Volkswagen: Investment ideas from conservative to speculative

  • Hydrogen

The automotive industry is on the move again! Premium manufacturers, in particular, are enjoying good business. Although the trend is towards electric cars, there are alternatives, especially for trucks and other machinery: In recent months, hydrogen titles have been elevated to a pedestal in the media. But despite its good prospects, the technology is not yet ready. We explain what forms of mobility are available and how investors can invest.

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