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Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG

Dr. Thomas Gutschlag
CEO | Deutsche Rohstoff AG
Q7, 24, 68161 Mannheim (D)

info@rohstoff.de

+49 621 490 817 0

Interview Deutsche Rohstoff AG: "We can imagine additional investments in the field of electromobility."


Steve Cope, President, CEO and Director, Silver Viper

Steve Cope
President, CEO and Director | Silver Viper
1055 W Hastings St Suite 1130, V6E 2E9 Vancouver (CAN)

info@silverviperminerals.com

+1-604-687-8566

Interview with Silver Viper: Future price drivers and takeover fantasy


Karim Nanji, CEO, Marble Financial

Karim Nanji
CEO | Marble Financial
1200-1166 Alberni Street, V6E 3Z3 Vancouver (CAN)

info@marblefinancial.ca

+1-604-336-0185

Interview with Marble Financial: Fintech innovator plans expansion into the US


04. March 2021 | 08:48 CET

NEL, Enapter, Ballard Power: More than a dream of the future

  • Hydrogen
Photo credits: enapter.com

Hydrogen was the big thing for many speculative investors last year. But recently, share prices have plummeted. What happened? After the highs of the past few months, investors are taking profits. In addition, the market is looking at the bare facts. This view reveals excellent prospects, but also many investments along the way. We present three stocks in check.

time to read: 2 minutes by Nico Popp


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: Jack-of-all-trades under pressure

Norway's NEL is the hydrogen superstar. In addition to producing hydrogen, the Company also handles distribution and storage. NEL itself has stakes in various companies and aims to combine different technologies to advance the hydrogen theme. In 2021, NEL plans to invest further, hire new employees and thus come closer to its goal of offering a ton of green hydrogen at USD 1.50 by 2025. Currently, green hydrogen, i.e. hydrogen produced with renewable energies, is not yet competitive.

But 2025 is still a while away - especially on the stock market and a lot can happen in such a long time. In recent weeks, the NEL share has retreated from its highs above the EUR 3 mark and has also fallen below some critical chart levels. The short-term picture is, therefore, rather gloomy. Those who still believe in the story around NEL should wait for a bottoming out.

Enapter: German hydrogen hope is getting serious

The Enapter share has also consolidated in recent weeks and currently seems to have stabilized around EUR 30. The Heidelberg-based hydrogen pioneer has dedicated itself entirely to the task of making hydrogen more affordable. The Company is building modular hydrogen generators based on anion exchange membrane technology and holds patents for them in Europe, the USA, China and India. Construction of the Company's production plant in Saerbeck, North Rhine-Westphalia, is scheduled to begin this September and be completed in 2022. Already recently, the first Enapter employees started work in rooms at the Münster University of Applied Sciences. Once the factory is in full production, Enapter aims to manufacture more than 100,000 electrolysers annually.

The Company estimates its lead over the competition at up to five years. A capital increase is currently underway to drive further development and implement production as planned. Enapter intends to raise more than EUR 30 million, with the subscription price of the new shares set at EUR 22. The fact that the market price is currently at a significantly higher level can be interpreted as a sign of strength. Enapter is an attractive hydrogen play "Made in Germany" and is in no way inferior to many big names. Investors should have the stock on their watchlist.

Ballard Power strongly positioned

Also considered an attractive hydrogen stock is Ballard Power. The Canadian manufacturer of fuel cells presented the first hydrogen-powered bus as early as 1993 and has repeatedly entered into cooperation agreements with the automotive industry's well-known representatives over the years. Since 2018, there has been a strategic partnership with the Chinese Company Weichai Power. As a result, Ballard Power receives orders for fuel cells for buses and trucks, among other things, for the Chinese market. Most recently, Ballard Power also cooperated with Alexander Dennis Ltd, one of the largest non-captive omnibus manufacturers, and is therefore indirectly working with the Chinese electric car manufacturer BYD.

Ballard Power's stock lost 23% in the last month alone. In the longer term, however, the stock remains in the black. Since market experts consider hydrogen to be a technology for buses or trains, Ballard Power appears to be well-positioned with its numerous cooperations and years of experience. However, for buses to be profitable on the road, low-cost green hydrogen is crucial. Here, companies such as NEL and the German hydrogen hopeful Enapter could come into play.


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:

13. April 2021 | 10:04 CET | by Stefan Feulner

Nel ASA, dynaCERT, Everfuel - What is next for hydrogen stocks?

  • Hydrogen

Without a doubt, hydrogen will remain one of the most exciting topics on the capital market in the coming years. If the current German government has its way, Germany will become a global pioneer in using new types of climate-friendly hydrogen energy. Berlin is thus pumping a total of EUR 9 billion into this industry of the future. What happens after the correction? Do the sharply fallen values turn upward again, or do you continue to reduce the inflated valuations? And are there alternatives?

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08. April 2021 | 09:42 CET | by André Will-Laudien

Nel ASA, dynaCERT, FuelCell Energy - Hydrogen, the second wave!

  • Hydrogen

The hydrogen hype is entering its second wave. The reason is undoubtedly the current draft resolution of the Joe Biden package in favor of the global climate goals. This package contains an investment sum of several hundred billion US dollars to lower climate damaging emissions. The market will decide whether battery or hydrogen technology will play a greater role here; the only important thing is that the funds for the start of the research projects are released quickly. Time is pressing because the pandemic has put many industries on the sidelines. The transport industry, in particular, depends on the sale of goods, and in the future, this should take place without any negative environmental impact.

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30. March 2021 | 08:12 CET | by Stefan Feulner

Nel ASA, Enapter, Nikola - hydrogen shares on the verge of a comeback!

  • Hydrogen

The hype surrounding hydrogen companies was abruptly curbed on the stock markets by sharp price falls in recent weeks. In some cases, the stocks' price, which had previously been running hot, fell by more than half. A healthy, strong correction in the upward trend. The goal of creating a carbon-free economy, especially in the energy sector, can hardly be achieved without green hydrogen technologies. Thus, the profiteers of this trend will continue to expand their valuations in the future.

Read