Menu

Recent Interviews

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


Karim Nanji, CEO, Marble Financial

Karim Nanji
CEO | Marble Financial
1200-1166 Alberni Street, V6E 3Z3 Vancouver (CAN)

info@marblefinancial.ca

+1-604-336-0185

Interview with Marble Financial: Fintech innovator plans expansion into the US


25. February 2021 | 09:42 CET

Nel ASA, Enapter, JinkoSolar - Hydrogen: this is going too far!

  • Hydrogen
Photo credits: forbes.com

There is no question that the future belongs to the hydrogen industry, just as it does to the solar industry. The prospects for renewable energies have improved enormously as a result of climate change. The European Union is pushing ahead as part of the Green Deal, as is the new US President Joe Biden, who wants to achieve an emission-free industry by 2050 at the latest. The result has been two years of hype in share prices, which already contain many future dreams. Now the values are correcting sharply. Is this an end to the exaggerated valuations or merely a short, sharp correction in the upward trend?

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


Enapter - the future patented!

The goal of Enapter is formulated clearly. The Company wants to use German technology to produce green hydrogen more cheaply than the competition. Anion Exchange Membrane (AEM) electrolysis is the magic formula used to gain a significant advantage over the competition. The modular system allows for the production of electrolyzers and stacks that can be scaled up to larger units more efficiently and affordably. Combined with its self-programmed software, this will enable Enapter to offer the market an advanced energy system. The technology lead over the competition is 3 to 5 years, according to management. The core technology, AEM electrolysis with a dry cathode, is patented and protected in Europe, the US, China and India. In addition, the Company, which invests 6-8% of sales annually in research and development, has several other patents and important collaborations, such as with the Universities of Pisa, Madrid, the Technical University of Munich and the German Aerospace Center.

Enapter plans to go into mass production with the AEM electrolysis systems by the end of the third quarter of 2022 at the latest, in Saerbeck, North Rhine-Westphalia. The climate community of Saerbeck was specifically chosen as the location by Enapter AG because the town produces more of its own green electricity than it needs itself. This means that production can take place entirely from the green electricity produced decentrally on site. One can thus trace the entire value chain back to 100% sustainable energy production. At the start of production, more than 100,000 modular electrolyzer units are to be created per year. In order to finance this project, the Company's management plans a capital increase with subscription rights in a total issue volume of up to EUR 30.6 million. The subscription price has been set at EUR 22.0. The total costs in Saerbeck are currently estimated at around EUR 97 million. It is not unlikely that the share price will follow the new shares' issue price in the short term. In the long term, Enapter is very interesting due to its technological lead.

Nel ASA - Hyper, hyper!

The Norwegian hydrogen specialist is undoubtedly one of the industry's market leaders, but it is also already very ambitiously valued. Nel's hydrogen solutions cover essential parts of the value chain: from hydrogen production technologies to hydrogen refueling stations that enable the industry to transition to green hydrogen and fuel cell electric vehicles that offer the same fuel supply and range as fossil fuel vehicles. Nel ASA's current stock market valuation is a handsome EUR 2.9 billion, which contrasts with the quarterly figures published last Thursday. While sales and order backlog grew strongly, EBITDA went deeper into the red. In the current quarter, the Norwegian Group generated revenue of EUR 22.31 million representing an increase of 30% year-on-year. The order book has also increased by 90% since then and has a current value of EUR 95.58 million.

At least the compatriots see the valuation as more than justified. Thus, the Norwegian investment house Arctic Securities has raised its assessment for the share of the hydrogen Company. The experts announced an upgrade and pushed the Nel share from "hold" to "buy." Arctic also raised the price target for the share to NOK 35, which represents a significant premium over the current price of NOK 26. The Norwegians thus revised the downgrade of a few weeks ago. Nel ASA is one of the most exciting players; however, there is already a lot of future fantasy in the share price.

JinkoSolar - To heaven and back

The investors of the photovoltaic specialist JinkoSolar are going through a roller coaster of emotions at the moment. While the share price was still the equivalent of EUR 85.07 at the end of December, the stock has since fallen to EUR 43.70. Now the producer of solar cells, solar modules and mounting systems announces an exciting cooperation. JinkoSolar and Tongwei jointly invest in a high-purity crystalline silicon project with an annual capacity of 45,000 tons and a silicon wafer project with an annual production capacity of 15GW.

JinkoSolar will hold a 35% stake in the high-purity crystalline silicon project, while Tongwei will take a 30% stake in the 15GW annual capacity silicon wafer project. In addition, based on the previous procurement contract for 93,000 tons of polycrystalline silicon, JinkoSolar will supply Tongwei with a total of 6.5GW of silicon wafer products for three years.


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:

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

30. March 2021 | 08:12 CET | by Stefan Feulner

Nel ASA, Enapter, Nikola - hydrogen shares on the verge of a comeback!

  • Hydrogen

The hype surrounding hydrogen companies was abruptly curbed on the stock markets by sharp price falls in recent weeks. In some cases, the stocks' price, which had previously been running hot, fell by more than half. A healthy, strong correction in the upward trend. The goal of creating a carbon-free economy, especially in the energy sector, can hardly be achieved without green hydrogen technologies. Thus, the profiteers of this trend will continue to expand their valuations in the future.

Read