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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".


07. July 2021 | 15:29 CET

NEL, Enapter, Plug Power: Three hydrogen stocks - two opinions

  • Hydrogen
Photo credits: enapter.com

Hydrogen is a technology of the future. If renewable energies are used to produce hydrogen, then the energy carrier is even really clean. Especially when it comes to large vehicles, such as ships or trains, hydrogen can show its strengths. Hydrogen can also be used in trucks. Other areas of application include decentralized energy supply. We introduce three companies around hydrogen and explain how to view their respective shares.

time to read: 2 minutes by Nico Popp
ISIN: NEL ASA NK-_20 | NO0010081235 , ENAPTER AG INH O.N. | DE000A255G02 , PLUG POWER INC. DL-_01 | US72919P2020


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: What will become of the star of the show?

NEL is something like the star of the hydrogen world. The Norwegian Company made a name for itself last year and caused spectacular price gains on the stock market. At its peak, the share price rose from EUR 1.50 to over EUR 3.30 in just a few months. In the meantime, however, the euphoria has subsided, and the share has corrected. Again and again, the share corrects in the downward trend and makes short, intermediate sprints. At the same time, inexperienced investors, in particular, are repeatedly raising hopes of a comeback. Instead of dreaming, however, private investors should face up to the realities.

NEL takes care of the production, storage and transport of hydrogen. The Company has made a good name for itself around this energy carrier. However, the operational development is still sluggish: 10 filling stations and another letter of intent do not tempt experienced stock market players. For the share to get back on track, more needs to happen operationally. Until then, NEL lives on its big name.

Enapter: Mass production is the way to go

Enapter is still working on its big name. But the chances are good that the Company will take off in Germany. Politicians consider hydrogen to be one of the essential technologies of the future. Enapter plans to create 300 jobs in the climate community of Saerbeck in North Rhine-Westphalia, where it will manufacture its electrolyzers for producing hydrogen. The plan is to build a total of up to 100,000 electrolyzer units there each year. The project is currently under construction and is scheduled for completion in 2022.

The advantages of the Enapter technology lie in its modular design. It means that hydrogen production can be easily expanded, and the process can be triggered remotely if required. The technology also does not require expensive catalyst materials such as iridium and platinum and is also expected to be remarkably inexpensive thanks to the envisaged mass production. Enapter's stock is on the rebound after a first quarter that was relatively weak for all hydrogen stocks. The share is speculative, but the way is paved for Enapter's sustained success. The stock is a good alternative to stocks like NEL, to which the market has already given immense advance praise.

Plug Power: Why the calm is deceptive

Advance praise has also been given to Plug Power's stock. The manufacturer of hydrogen fuel cell systems has been active around hydrogen for about two decades. One of the Company's goals is to develop fuel cells that can be recharged within minutes. In addition to cooperation with Amazon, which uses Plug Power's hydrogen technology in warehouses and other applications, there is also a cooperation with SK Group, which holds 10% of the shares in Plug Power. The stock has also recovered after selling off in the first few months of the year. Nevertheless, the recent calm is deceptive. Plug Power, too, depends on its ability to bring its technology closer to customers and generate revenue.


While NEL and Plug Power are old hands in the hydrogen business, Enapter has only been on the stock market for a few months. But the technology has been around for a while, and its plans for mass production of electrolyzers sound promising. With a new growth industry facing consolidation sooner or later, investing in a price breaker can only make sense. While Enapter's stock is also speculative, the Company is on a good path. From 2022 onwards, things will get serious for Enapter. Then, solid sales figures will have to follow.


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:

22. October 2021 | 12:47 CET | by Nico Popp

NEL, First Hydrogen, Rock Tech Lithium: Why investors must rethink now

  • Hydrogen

For months, stocks related to innovative mobility concepts lived in the shadows. After the hype of last year and the first few months of this year, the former high-flyers seemed to have run out of steam. But the wind has changed. Investors' appetite for risk is high again. A few weeks ago, the market would have shrugged its shoulders at best, but now it is attracting buyers. For investors who think speculatively, this is excellent news!

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22. October 2021 | 12:18 CET | by Carsten Mainitz

Clean Logistics, Plug Power, BYD - Huge upheavals in the transport industry fuel share prices

  • Hydrogen

"Decarbonization" - this term could make it to "word of the year." That is because it describes what urgently needs to be implemented in all sectors to preserve the Earth's habitat: the switch from fossil, carbon-based energy sources to sustainably and climate-neutrally produced energy sources. The transport industry plays a significant role in global warming. In Germany alone, road freight transport is expected to increase by a further 19% by 2030. Innovative ideas and solutions that can be implemented quickly are therefore urgently needed. In doing so, manufacturers are relying on a variety of technologies.

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22. October 2021 | 10:32 CET | by André Will-Laudien

Plug Power, Enapter, SFC Energy - The climate savior is hydrogen!

  • Hydrogen

The strong increase in energy prices is driving the inflation rate in Germany to a high level. With an increase of 4.1% compared to the same month of the previous year, inflation accelerated again in September. Already in July, the ECB thought that a cyclical high might have been reached. It has reached its highest level in almost 28 years, only in December 1993, it was once briefly above the 4% mark. These are historic times into which Western society is now moving; unfortunately, no one knows when the end will be. The efficient production of hydrogen and its industrial utilization would make our energy supply affordable and environmentally compatible in the long term. Unfortunately, the current technologies are still costly and not suitable for mass production. However, hydrogen remains a hot topic on the stock market. We take a look at some of the protagonists in the H2 thriller.

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