September 17th, 2021 | 13:43 CEST
NEL, dynaCERT, Volkswagen: Where hydrogen has not yet been written off
Table of contents:
"[...] Why should a modular electrolyzer cost more than a motorcycle? [...]" Sebastian-Justus Schmidt, CEO and Founder, Enapter AG
NEL: Will the EUR 1.30 mark hold?
One of the pioneers around hydrogen is the Norwegian Company NEL. Whenever hydrogen is to be produced, stored, transported or distributed, NEL comes into play. But at the moment, it does not look like we need a widespread hydrogen filling station network. The reason: car manufacturers have decided in favor of electric cars with batteries and against fuel cells. Only for trucks are there still solid hydrogen plans. But hydrogen refueling stations along highways and in industrial areas are enough for that. So has the hydrogen fantasy around NEL completely evaporated?
For months, the share has been struggling again and again on the stock market with the EUR 1.30 mark. So far, the value has bounced off this point several times. But what is the current situation? Even though hydrogen still plays a role in politicians' plans and at some truck manufacturers, such as Daimler, the fantasy on the stock market has faded. Since the overall market is also weakening and China's real estate market is increasingly seen as a global risk factor given the problems of the Evergrande real estate company, the omens for growth investments are currently poor. For the fallen angel NEL, this is even more true.
dynaCERT: The coming weeks will be exciting
At first glance, dynaCERT's share price does not look very promising: It has been falling for months, and the big breakthrough for the HydraGEN technology has not yet been achieved. But unlike NEL, HydraGEN can already be used in numerous vehicles today and has a direct positive impact on the environmental balance sheet. The patented technology from dynaCERT involves conversion kits for diesel engines. Specifically, hydrogen is added to the classic combustion process in the engine as needed. The HydraGEN technology can pay off, especially for expensive machines or trucks.
Since dynaCERT also offers telematics software that can report the CO2 saved, companies and fleets can leave a greener footprint than before. When ESG criteria are gaining importance, and even financing conditions are linked to sustainability, the commitment can make sense. At the end of the month, dynaCERT will hold its annual general meeting. The Company may also provide an outlook during the event. Given the proven effectiveness of the technology, which also fits the spirit of the times, investors should not write off dynaCERT's stock. The share is trading at almost a three-year low and could be interesting for bargain hunters.
Volkswagen: From problem child to beacon of hope
Volkswagen is not for bargain hunters - that goes for the cars and the stock. The electric vehicles from Wolfsburg, in particular, are still not competitive with combustion engines. But the Group's clear commitment to electromobility was nevertheless the right step. It seems as if VW has gained a greener image within a few weeks - which is remarkable considering the previous history. The stock market also priced in more future fantasy for VW within weeks. The shares are currently trading lower than at any time since March. The dividend yield of around 3.7% is decent.
Even if the VW share is no longer a high-flyer, the payout and prospects are good. By contrast, the situation at NEL is much worse. Here, the EUR 1.30 mark must first be held, below which it could become uncomfortable. The dynaCERT share currently seems to have found a bottom. The Company has promising technology but has not yet been able to put its horsepower on the road. Investors hope that something will happen around the Annual General Meeting.
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.
Furthermore, Apaton Finance GmbH reserves the right to enter into future relationships with the company or with third parties in relation to reports on the company. with regard to reports on the company, which are published within the scope of the Apaton Finance GmbH as well as in the social media, on partner sites or in e-mails, on partner sites or in e-mails. The above references to existing conflicts of interest apply apply to all types and forms of publication used by Apaton Finance GmbH uses for publications on companies.
Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and etc. on news.financial. These contents serve information for readers and does not constitute a call to action or recommendations, neither explicitly nor implicitly. implicitly, they are to be understood as an assurance of possible price be understood. The contents do not replace individual professional investment advice and do not constitute an offer to sell the share(s) offer to sell the share(s) or other financial instrument(s) in question, nor is it an nor an invitation to buy or sell such.
The content is expressly not a financial analysis, but rather financial analysis, but rather journalistic or advertising texts. Readers or users who make investment decisions or carry out transactions on the basis decisions or transactions on the basis of the information provided here act completely at their own risk. There is no contractual relationship between between Apaton Finance GmbH and its readers or the users of its offers. users of its offers, as our information only refers to the company and not to the company, but not to the investment decision of the reader or user. or user.