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September 17th, 2021 | 13:43 CEST

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

  • Hydrogen
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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 | Author: Nico Popp
ISIN: NEL ASA NK-_20 | NO0010081235 , DYNACERT INC. | CA26780A1084 , VOLKSWAGEN AG VZO O.N. | 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: 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.

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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

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