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January 19th, 2022 | 10:59 CET

NEL, dynaCERT, Volkswagen: Will the last be first?

  • Hydrogen
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Energy prices are going through the roof. Anyone who has to change their energy supplier these days is in for a surprise. Surcharges of 50% and more for electricity and gas are not uncommon. In this context, questions about the drives of the future are becoming louder again. Although hydrogen also has a high energy requirement, the German Federal Ministry of Economics and Technology promotes green hydrogen as a lower levy under the Renewable Energy Sources Act. Reason enough to take a closer look at some stocks related to hydrogen and mobility.

time to read: 3 minutes | Author: Nico Popp
ISIN: NEL ASA NK-_20 | NO0010081235 , DYNACERT INC. | CA26780A1084 , VOLKSWAGEN AG VZO O.N. | DE0007664039

Table of contents:

    NEL: Is the share still too expensive?

    About a year ago, the NEL share reached its high point. Almost every speculative investor had the stock on their radar or even in their portfolio. What must inevitably follow when all investors have already bought became apparent from March 2021 with many hydrogen stocks - they plummeted. In the case of NEL, the market was primarily disturbed by low turnover. Since then, there has been hope again and again, but NEL currently remains 56% below the level of a year ago.

    In a research article, took a detailed look at the market opportunities for NEL and, given the energy shortage, came to a clear conclusion: "It is questionable whether sufficient electricity can be made available on a permanent basis. Thus, a considerable part of mobility and transportation will have to be supplied by other energy sources. Here, hydrogen will play a central role," say the authors. Nevertheless, the conclusion for the share is somewhat mixed. Although NEL is likely to continue to outperform the sector in the future due to its market position, the valuation parameters could normalize as interest rates rise - or in short: the stock is still too expensive even at the current level. There is also little to be said from a chart perspective for the share.

    dynaCERT: Do new brooms sweep better?

    From a chart perspective, the dynaCERT share currently looks almost hopeless - yet investors have repeatedly pounced on it in recent months. The downward trend, which has been in place for about a year, has recently flattened out. However, the EUR 0.19 and EUR 0.26 marks continue to act as resistance at the moment. How can investors deal with this constellation? dynaCERT focuses on conversion kits for diesel vehicles and machines. Thanks to a device that pumps hydrogen into the cylinders, consumption and CO2 emissions can be reduced by up to 19%. At the same time, the Company offers telematics software that can also report these savings - especially for companies that want to become greener, documenting the savings is a must. In the past few months, dynaCERT has taken several steps towards a successful market entry, for example, through successful certifications.

    Most recently, the Company parted ways with COO Robert Maier. What happens now? The market initially reacted positively to the personnel decision. In the meantime, however, dynaCERT has lost momentum on the stock market. Investors are probably waiting to see whether the operational progress of recent months will be followed by further steps in the right direction. The share remains speculative, but the value is always good for dynamic movements. If you have patience and a sense of market timing, you can add the stock to your watchlist. If dynaCERT achieves an operational breakthrough, the share would have great potential overnight.

    Volkswagen: Business as usual

    Volkswagen is far from groundbreaking developments, or rather, much is already priced in for such blue chips. The Company has made great strides in the electrification of its fleet in 2021. In Wolfsburg, people hardly think about hydrogen anymore - the Company positioned itself early on and emphasized the advantages of e-cars.

    In the meantime, many electric cars from the Lower Saxons also line the roads. Volkswagen is thus living up to its name and at the same time building up a market position that will pay off in the long term. But there is little sign of this on the stock market - VW is also in a downward trend. Beyond EUR 205, however, there could be signs of a turnaround.

    Whether electric cars or hydrogen solutions - at present, it looks as if both technologies have their justification. For investors, however, the selection of suitable stocks remains difficult. The greatest opportunities do not always lie in wait for technology leaders such as NEL. Even the shares of dynaCERT, which the market has punished, could come back to life as soon as something happens operationally.

    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 hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.

    For this reason, there is a concrete conflict of interest.

    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH 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

    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

    • Hydrogen
    • greenhydrogen
    • renewableenergies

    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?

    • Hydrogen
    • greenhydrogen
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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!

    • Hydrogen
    • GreenTech
    • greenhydrogen
    • renewableenergies

    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.