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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".


17. September 2021 | 13:43 CET

NEL, dynaCERT, Volkswagen: Where hydrogen has not yet been written off

  • Hydrogen
Photo credits: pixabay.com

Will hydrogen become a climate saver in homes? Or will it revolutionize the propulsion technology of ships and trucks? Even if hydrogen has lost some of its fantasy in recent months, the energy carrier is still on the agenda of many inventors and engineers. We introduce three companies that are - sometimes more and sometimes less - involved with hydrogen.

time to read: 2 minutes by Nico Popp
ISIN: NEL ASA NK-_20 | NO0010081235 , DYNACERT INC. | CA26780A1084 , VOLKSWAGEN AG VZO O.N. | DE0007664039


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

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: 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.


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:

18. October 2021 | 15:08 CET | by Nico Popp

BYD, dynaCERT, Daimler: Alternative drives are flying again

  • Hydrogen

Trends and moods are sometimes decisive on the stock market: Even a proven future technology has to lose ground when the investor crowd moves on to another industry or prefers to watch the markets from the sidelines. That is what has happened in recent months concerning electromobility and hydrogen. Even big names like BYD and Tesla corrected. However, things have been on the up again for a few days now. We explain where opportunities could lie now.

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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.

Read