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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


30. March 2021 | 08:12 CET

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

  • Hydrogen
Photo credits: pixabay.com

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.

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 - Saerbeck the center of Europe!

What role does the 7,000-inhabitant community of Saerbeck, located in the northern Münsterland region, play when it comes to renewable energy strategies? A very big one because the "NRW climate municipality" is a pioneer and already produces twice the electricity it needs through its bioenergy park, rooftop solar panels and a nearby wind farm.

Saerbeck plans to launch hydrogen mobility in 2022. Thus, a hydrogen bus line and a hydrogen filling station will be established in the following years. It is a win-win situation between the community and Enapter AG, which plans to build its campus there by 2022 at the latest. In the future, the modular systems for the production of green hydrogen will be manufactured and further developed here in large quantities - 100,000 AEM electrolyzer units per year are expected. The new production and research site is to be operated entirely with renewable energies from the Saerbeck solar, wind and biomass plants, as well as from the Company's solar plants and hydrogen storage facilities.

Enapter AG is thus taking on the pioneering role for an entire industry and could grow mightily as a result. If you take a closer look at Germany's goals for building a self-sustaining hydrogen industry, the Company is swimming on the top wave. The German government plans to build up to 5 GW of green hydrogen capacity by 2025 and support the construction and operation of electrolyzers. Much of this capacity could come on stream as early as the end of 2022 through the Saerbeck campus, which should be able to produce modular electrolyzers with a total annual capacity of 280 MW, more than 5% of the federal government's target. The European Union's plans are equally ambitious. Their ambition is to install at least 40 GW of renewable hydrogen electrolyzers by 2030 and deploy green H2 technology on a large scale in all hard-to-decarbonize sectors by 2050.

Investors have also recognized the signs of the times. After the subscription offer ended on March 9 with an oversubscription of 42%, a further EUR 16.1 million was subscribed in the private placement afterwards - bringing the total gross proceeds to EUR 17.8 million. Enapter AG is in a fast-growing market and could become a market leader in green hydrogen technology due to its technological advantage and existing know-how. First Berlin analysts see the share as a buy candidate with a price target of EUR 41.70, a target that is definitely achievable.

Nel ASA - New attempt

The share price of the Norwegian industry leader Nel ASA has suffered considerably in recent weeks. It went from the January high of EUR 3.40 to EUR 2.06 in the low south. At this level, around EUR 2.15, there are striking support zones that should be held at all costs. So far, this mark has been held several times. Yesterday, the price successfully moved away from the danger zone and was at EUR 2.32 at the close of trading, a gain of more than 5%. If the mark is defended, prices around the EUR 3 mark could beckon again relatively quickly.

Fundamentally, Nel ASA announced positive news last week. The Norwegians signed a letter of intent with Haldor Topsoe for the supply of end-to-end green ammonia and methanol solutions. Under the MOU, Nel will contribute extensive experience in alkali and PEM electrolysis technology and proprietary hardware, as well as systems engineering knowledge for hydrogen production. Haldor Topsoe will provide technical proprietary hardware, catalysts and technical service for its ammonia and methanol technologies.

Nikola - On the brink

If you look at the specialist's chart for electrically powered trucks, it is difficult to imagine a trend reversal. Fraud allegations against the former management are still weighing on the share price. In addition, recurring product shifts are gnawing at investors' nerves. Currently, Nikola plans to launch its first zero-emission, fuel cell-powered truck in 2023, complete the first phase of a factory under construction in Arizona by the end of the year, and build the first of up to 700 hydrogen fueling stations starting next quarter. To this end, the stock market is to be tapped with a capital increase of USD 100 million. From a chart perspective, the share price is currently at a critical support line at EUR 13.50.

The share price is currently at an impressive short position. Currently, the short ratio amounts to a proud 35%. Should positive news come across the ticker soon, a price fireworks could be ignited. However, there are also risks of a total loss: a hop or top game for investors with strong nerves.


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.

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24. March 2021 | 07:26 CET | by Carsten Mainitz

Siemens Energy, Enapter, ThyssenKrupp - hydrogen or battery? It doesn't matter! Why these companies will profit in any case!

  • Hydrogen

The strong fluctuations in the price of hydrogen shares are evidence of the current war of faith surrounding our planet's most common element, which is also the simplest in structure: one proton, one electron. Perfection can be so beautifully simple. And yet, it has the potential to change our society from the ground up - the sun shows us how. Admittedly, we are still at the beginning of this development. In the short term, the focus of the capital market is more on the element's practical applications. In this context, many investors are looking at the topic of mobility. What will prevail? Batteries? Hydrogen? One possible answer was recently given by the VW commercial vehicle holding Company Traton SE: a Solomonic "both." Batteries for long-distance traffic, hydrogen for buses, which cannot be recharged for long periods in between. But hydrogen is also of great importance for many other areas of application. That is why the worldwide demand for hydrogen as an energy carrier will increase massively in the next few years in any case. Aurora Energy Research foresees an eightfold increase in hydrogen demand to 2,500 TWh per year by 2050. This estimate corresponds to annual sales of more than EUR 120 billion. The following companies are likely to benefit from the boom quite independently of the development of electromobility.

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