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June 14th, 2021 | 08:48 CEST

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

  • Hydrogen
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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.

time to read: 3 minutes | Author: Nico Popp
ISIN: NO0010081235 , CA26780A1084 , DE0007664039

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


    NEL: Do not hope, but act

    NEL's stock has been one of investors' favorites for months. The Company produces hydrogen and takes care of its transport and storage. On the stock market, the story of the Norwegian Company, which also holds some investments in the hydrogen sector, was well-received for a long time. As recently as the beginning of January, one share was trading well above EUR 3. And today? The value seems bombed out and is heading for the annual low of October 2020. So all the hype on the stock market is already over. But what will happen to NEL now?

    The Company is well-positioned, but it is now clear that there is a lot of competition in the hydrogen sector. Large corporations are also increasingly getting involved. In recent weeks, this has meant that NEL has not received some orders that were already considered secure. Since the Company is still valued at around EUR 2.4 billion, but sales are conceivably low, and real profits are a long way off, NEL shareholders have to ask themselves why they are still invested today. Hydrogen technology is particularly suitable for ships, heavy machinery and trucks, but it will probably be a long time before hydrogen trucks roll along our highways in large numbers. Until then, the industry faces a wave of consolidation. Private investors should not hope for better times - experience has shown that this usually only makes things more expensive.

    dynaCERT: Is now the hour of transition technology?

    While NEL has been the darling of the stock market for several months, dynaCERT has been waiting in the wings for what feels like forever. The Company has developed technology that can be used to convert existing internal combustion engine vehicles. The result: up to 19% less CO2 emissions and fuel consumption. dynaCERT even offers software that can be used to show the savings. Here is where it becomes particularly interesting for companies: Saved CO2 can be converted into corresponding certificates, which companies can either use or sell. Showing how much climate gas has been saved is also good for the Company's green image.

    The patented HydraGEN™ technology uses hydrogen to make diesel engines more efficient and can be easily retrofitted. In the past, some municipalities have already used the technology, for example, in local public transport. As a result, this means that existing vehicles can continue to be used - which is also a form of sustainability. Particularly in connection with the often unsustainable mining of critical metals for electromobility, dynaCERT occupies an interesting niche. Particularly in large vehicles, where hydrogen technology, which is not yet fully developed, is an option, dynaCERT's solution can ensure a sustainable technology turnaround. The share is trading near its multi-year low and has repeatedly been capable of price jumps in the past.

    Volkswagen remains on course

    By contrast, the sky is full of violins for Volkswagen shareholders. The Company appears to be taking an aggressive approach to the mobility revolution: In addition to electrifying its vehicle fleet, Volkswagen also wants to get in on the action regarding batteries and the raw materials they require. This is going down very well on the stock market: The share price rose by 60% last year alone. The market likes the new direction. In addition, Volkswagen has solid brands and well-established business relationships. Following the change in strategy, the Company is expected to continue to play a vital role in the future. Volkswagen has a good reputation in China in particular. The country is the most important sales market for automobiles.

    For investors, Volkswagen remains a solid stock after the bold move. Unfortunately, the trees are not likely to grow to the sky for the Wolfsburg-based Company. However, the stock can still play a good role in the portfolio - also because of the dividend. Investors should, however, be very cautious about NEL. The competition is fierce and the stock market has run out of steam.
    On the other hand, dynaCERT has almost a unique selling proposition. If the Company succeeds in entering the market and is able to report large orders, the share is likely to be revalued. Until then, however, the stock must be considered highly speculative. The transition technology paired with software for analyzing fuel savings and collecting other data is an exciting field. Investors have numerous options around solution providers for mobility and can invest both conservatively as well as speculatively.

    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.

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    Der Autor

    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

    Related comments:

    Commented by André Will-Laudien on November 29th, 2023 | 09:50 CET

    DAX on record course, hydrogen sell-off! Plug Power, First Hydrogen, Nel ASA and Daimler Truck on the test bench

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    The DAX is soaring because most investors expect interest rates to fall. Based on the assumption of slower growth, investors are again focusing on cyclically sensitive stocks at the turn of the year. According to the expectation curves for ECB and FED interest rates, the first downward adjustments are already expected in Q2. The key factors here are the slight fall in inflation and the central banks' desire to cushion the potential downturn. Despite all the euphoria, the desire to buy is currently bypassing the hydrogen sector. Representatives of the sector are the stock market losers of 2023. Is there still a possibility of a quick rebound in 2024? We do the math.


    Commented by Fabian Lorenz on November 24th, 2023 | 13:00 CET

    100% upside potential with hydrogen! Siemens Energy, thyssenkrupp and dynaCERT instead of Nel?

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    Is there about to be a changing of the guard in the hydrogen sector? There are significant doubts that the previous investor favorites, Nel and Plug Power, will get their losses under control. Who could be the new favorites? Siemens Energy and BASF are working on a production plant for CO2-free hydrogen. The partners are now receiving funding from the federal government and the state of Rhineland-Palatinate. dynaCERT is having its technology tested under the toughest conditions. The hydrogen and emissions reduction specialist is equipping a team for the Dakar Classic Rally. Could 2024 bring revenue growth? thyssenkrupp nucera shows that you can also earn money with hydrogen. Analysts see almost 100% share price potential.


    Commented by André Will-Laudien on November 23rd, 2023 | 07:30 CET

    Getting in now? Hydrogen - The analysis: Nel and Plug Power sold off, rebound at dynaCERT!

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    It was like a crash. The hype sector hydrogen experienced one of the most significant sell-offs in recent stock market history with a complete reversal to the downside. Parallel to otherwise bullish markets, losses of 70 to 90% were not uncommon. The rationale behind this is understandable and frustrating at the same time: green-oriented governments around the world are trying to accelerate the climate transition but often have the wrong targets in mind due to their lack of expertise. Hydrogen is just a selectively applicable technology and not a solution for global energy supply. Studies show that only the complete, green production of H2 makes any economic sense. Investors have long since seen through the game, and politicians may have to fail before the necessary insight comes. Nevertheless, there are some opportunities for sensible hydrogen applications. We delve into the topic and put current models to the test.