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31. August 2021 | 11:27 CET

NEL, Enapter, Daimler: Where hydrogen still offers opportunities

  • Hydrogen
Photo credits:

And what about hydrogen? CDU/CSU chancellor candidate Armin Laschet not only earned the laughs of Tesla boss Elon Musk when he asked about the appropriate technology for the mobility revolution, but the German media also mocked the CDU chairman. Yet hydrogen as an energy carrier is far from being out of the question, at least for trucks, ships and trains. Hydrogen could also be used as a power source in remote regions. Reason enough to take a closer look at a few stocks.

time to read: 3 minutes by Nico Popp
ISIN: NEL ASA NK-_20 | NO0010081235 , ENAPTER AG INH O.N. | DE000A255G02 , DAIMLER AG NA O.N. | DE0007100000

Sebastian-Justus Schmidt, CEO and Founder, Enapter AG
"[...] Why should a modular electrolyzer cost more than a motorcycle? [...]" Sebastian-Justus Schmidt, CEO and Founder, Enapter AG

Full interview



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 stock come back?

For a long time, the NEL share was considered the star on the trading floor. Even today, it still has a great return of 280% over a three-year period. But over the course of a year, the share has already suffered a loss of around 30%. What is the reason for this? For a long time, the specialist's shares in the production, storage and transport of hydrogen were considered the absolute growth darlings of the markets. For this reason, too, the stock received advance praise: Investors were anticipating a future that was not yet at all tangible. For months this went well - until the tide turned and hydrogen stocks were considered overvalued.

Since then, NEL has also been on a downward trend, interrupted by a few interim bursts. Whenever the Company publishes quarterly figures, skeptics feel confirmed: The meager sales still do not fit the Company's valuation. Most recently, however, the stock was able to find a bottom twice, around EUR 1.30 and is currently trading around EUR 1.40. The sell-off phase currently seems to be interrupted. However, this does not yet mean that the turnaround will happen now. Both bulls and bears should look very closely at NEL from now on because something will happen soon!

Enapter: Technology lowers hydrogen price

Things are currently much calmer at the German hydrogen specialist Enapter. The share has lost about 9% in the past month, but the stock still has the image of a solid German industrial company. Enapter specializes in making hydrogen cheap, which is precisely the key to the success of the energy carrier. To this end, the Company has patented its electrolyzers and designed them to be modular. That means that several units can be combined with each other.

Most recently, two analyst firms called for a target price of EUR 34. Both Pareto Securities AS and First Berlin recommend the share as a buy. Especially the high order intake in the first half of the year gives hope that the Company is hitting a nerve in the market and can grow strongly, according to First Berlin. Another factor in Enapter's favor is that the Company plans to start mass production at its site in North Rhine-Westphalia next year. Enapter already manufactures in Pisa, Italy. The stock combines German engineering with future technology. The focus on low production costs for hydrogen is right. The share is exciting.

Daimler: Planning for 2027

Daimler, in its truck division, could use hydrogen. Although the die seems to be cast in favor of lithium batteries in passenger cars, hydrogen could play to its strengths in commercial vehicles. In May, Daimler started a test run with a new hydrogen prototype. The goals are clear: ranges of 1,000 kilometers are desired - under safe and comfortable conditions. The hydrogen truck is also to undertake test runs on the road before year end. The prototype is seen as an important step toward series production and it could go into series production in 2027.

Although there is still a lot of time before then, the stock market likes to anticipate such visions of the future. Freight carriers who are climate-neutral are likely to enjoy advantages soon - and, above all, will be able to travel more cheaply. The Daimler share has also recently become cheaper. Over three months, the share price fell by 8.5%. The momentum is thus somewhat gone. However, in the long term, the stock has a future - Daimler, like other German automakers, has left the valley of tears.

If you want to back hydrogen, you have to think from the perspective of potential customers. Here, the price often plays a decisive role. Enapter is perfectly positioned with its technology to gain market share and make hydrogen green and cheap. In contrast to NEL, the value is also still considered an insider tip.


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:

17. September 2021 | 13:43 CET | by Nico Popp

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

  • Hydrogen

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.


15. September 2021 | 14:23 CET | by André Will-Laudien

Nel ASA, Enapter, Plug Power, FuelCell Energy - It is time to go all out!

  • Hydrogen

Hydrogen is not only a climate-friendly means of propulsion for automobiles and heavy-duty transport. Large industries such as chemicals and steel can use hydrogen technology to reduce their consumption of natural gas. There are costs involved when converting to hydrogen, most of which are only feasible with political support. The German government's national hydrogen strategy fits in well here. But medium-sized industries, especially energy-intensive sectors, could also become much more environmentally friendly with hydrogen-based technologies. Which stocks are well-positioned here?


10. September 2021 | 13:35 CET | by Carsten Mainitz

Enapter, NEL, Ballard Power - Hydrogen: This will happen!

  • Hydrogen

If you follow the political discussion in Germany regarding climate and green energy, the debate is almost exclusively about solar and wind power. Electric mobility is the order of the day. But soberly considered, there will and must be a coexistence of several approaches. Hydrogen solutions have received far too little attention. But this technology is urgently needed for the energy transition. The industry is still relatively young, but there is a very good chance that a huge market will emerge in which several companies will be able to operate successfully and profitably. Are these the winners?