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Dirk Graszt, CEO, Clean Logistics SE

Dirk Graszt
CEO | Clean Logistics SE
Trettaustr.32, 21107 Hamburg (DE)

info@cleanlogistics.de

+49-4171-6791300

Interview Clean Logistics: Hydrogen challenge to Daimler + Co.


Matthew Salthouse, CEO, Kainantu Resources

Matthew Salthouse
CEO | Kainantu Resources
3 Phillip Street #19-01 Royal Group Building, 048693 Singapore (SGP)

info@krl.com.sg

+65 6920 2020

Interview Kainantu Resources: "We hold the key to growth in the Asia-Pacific region".


Justin Reid, President and CEO, Troilus Gold Corp.

Justin Reid
President and CEO | Troilus Gold Corp.
36 Lombard Street, Floor 4, M5C 2X3 Toronto, Ontario (CAN)

info@troilusgold.com

+1 (647) 276-0050

Interview Troilus Gold: "We are convinced that Troilus is more than just a mine".


13. January 2021 | 14:57 CET

NEL, dynaCERT, K+S: Where analysts see 280% potential

  • Hydrogen
Photo credits: pixabay.com

Innovative technology brings returns to investors. The best example is the share of the Norwegian hydrogen specialist NEL. In the past twelve months, the value has increased by more than 250%. The reason: The mobility revolution is underway and many experts see hydrogen as the next big thing. However, billions in investments are needed to produce, store and distribute hydrogen - and that's precisely what NEL shareholders are speculating on. Trees don't grow to the sky on the stock market and every trend comes to an end. In the case of NEL, however, pessimists have been caught on the wrong foot in recent weeks. As soon as the chart showed a warning signal and the share price hesitated for a moment, the stock surged ahead and marked a new high. How long will this continue?

time to read: 2 minutes by Nico Popp
ISIN: CA26780A1084 , NO0010081235 , DE000KSAG888


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

Nico Popp

At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

About the author


NEL: Analysts no longer keep up

Looking at the opinions of analysts around NEL, a mixed picture emerges. Less than half of the experts recommended the stock as a buy in December. Some of the price targets for these buy recommendations have already been achieved. The discrepancy between analyst opinion and stock price is no wonder. NEL will only generate sales of around EUR 100 million in 2021 - but at the same time is valued at over EUR 4 billion. Given the sustained highs, investors should be cautious with NEL. Indeed, anything is possible on the stock market - but the opposite is also true. Caution, therefore, does no harm.

dynaCERT as "Top Pick 2021": Haywood sees 280% share price potential

Another exciting company whose share price has not yet experienced a record rally and was recently praised by an analyst firm with a high share price potential is dynaCERT. The Canadian Company offers a patented hydrogen-based electrolysis system to reduce fuel consumption and emissions in large diesel engines by up to 19%. In the past, dynaCERT has signed several contracts with municipalities in North America, helping them keep their cities clean by retrofitting buses and other equipment. The second business area includes telematics software. This software allows dynaCERT's customers to measure their CO2 savings and even receive emission rights.

Just yesterday, analysts at Haywood Capital Markets published a list of their top picks for 2021, included in the sustainability category: dynaCERT, with a price target of CAD 2.20. Yesterday, the share closed at CAD 0.58. According to Haywood Capital Markets, this results in a price potential of almost 280%. The analysts praise dynaCERT's synergistic business model with its combination of electrolysis systems and telematics software and see catch-up potential in the stock. Some stock options had recently come off the market, which had weighed on the share price somewhat in recent months.

Further, Haywood anticipates that dynaCERT's technology could prove useful in the mining sector. Equipped with electrolysis systems and software, heavy equipment with fuel costs of CAD 100,000 per year could directly recover the initial cost of CAD 6,000. Analysts at GBC Research had already attested to the Company's price potential of up to CAD 2.20 in the past - compared to shares such as NEL (EUR 4.5 billion), Plug Power (EUR 25.3 billion) or Everfuel (EUR 1.3 billion), the market capitalization of the Canadians is only about EUR 138 million.

K+S: Turnaround with the handbrake on

One share that has also attracted increased attention in recent days is the fertilizer specialist K+S. After years of decline, the Company managed to achieve an operational turnaround with its US business sale. From a chart perspective, the share now looks good. If you look at the share over a three-year period, you can see that the stock is breaking free from its downward trend. However, it is not yet clear that the stock will immediately find its way back to the road to success. Analysts are still not convinced. Most recently, analysts at JPMorgan gave K+S an "underweight" rating and set a target price of EUR 7.60 - well below the current price of EUR 9.77.

After years of a downward trend, it will take time for the idea of a turnaround to hit the market. Also, analysts who rely on hard facts are always a little behind the curve when it comes to turnaround stories. The situation is different for stocks whose potential has not yet been fully realized by the market, such as dynaCERT. Here, analysts often anticipate developments that the market has not yet recognized. It is up to the investor to identify how to deal with analysts' opinions.


Author

Nico Popp

At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

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:

14. October 2021 | 13:30 CET | by Carsten Mainitz

SMA Solar, dynaCERT, TotalEnergies - Good for the climate, good for your portfolio!

  • Hydrogen

The signs of the times are climate protection: In America, Joe Biden is trying to push his Green New Deal through the legislature, China is phasing out the construction of coal-fired power plants, and in Germany, the Greens will most likely be part of the next government. Industry is also rethinking its position. Recently, an alliance of 69 leading German companies called for an "implementation offensive for climate neutrality" within the first 100 days of a new government. Signatories included heavyweights such as SAP, E.ON and Bayer. The following three stocks should get a tailwind from the new climate awareness.

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08. October 2021 | 12:19 CET | by Armin Schulz

Nel ASA, dynaCERT, Plug Power - Hydrogen is part of the energy turnaround

  • Hydrogen

If the upcoming German government wants to achieve the energy transition and banish all fossil fuels such as coal, oil and gas, part of the solution lies with hydrogen. On particularly sunny or windy days, some of the green electricity generated is simply lost. To avoid overloading the power lines, some of the electricity is given away abroad. Using this energy to produce green hydrogen would make the energy produced both storable and portable. If the price per kg of hydrogen could be reduced significantly, the greatest potential for this technology would automatically arise.

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07. October 2021 | 10:33 CET | by Nico Popp

Varta, Enapter, NEL: Where hydrogen pays off directly

  • Hydrogen

It is turnaround time! Never before in history will so much be changing as in the next five years. The energy turnaround is switching our supply to renewable energy sources and new storage options, and the mobility turnaround will ensure that electric motors will soon dominate the roads. Although it is clear where the journey is headed, shares based on the new technology offer highly diverse opportunities. We take a look at three stocks.

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