Menu

Recent Interviews

Lewis Black, CEO, Almonty Industries

Lewis Black
CEO | Almonty Industries
100 King Street West, M5X 1C7 Toronto (CAN)

info@almonty.com

+1 (647) 438-9766

Interview with mine operator Almonty Industries: "Tungsten makes e-cars better"


Nick Luksha, President, Prospect Ridge Resources

Nick Luksha
President | Prospect Ridge Resources
1288 West Cordova Street Suite 2807, V6C 3R3 Vancouver (CAN)

info@prospectridgeresources.com

Interview Prospect Ridge Resources: These fillets taste good to the market


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.


19. November 2021 | 10:55 CET

NEL, Enapter, Plug Power: Where does the music play for hydrogen?

  • Hydrogen
Photo credits: pixabay.com

Hydrogen is an essential pillar of the climate turnaround - after all, hydrogen as an energy carrier releases no CO2 and can be produced using renewable energy. But the technology is only just taking off. Such early phases are characterized by volatility and lean periods on the market. But those who believe in hydrogen for the long term can seize opportunities right now - after all, many shares are trading well below their peak prices. We present three stocks.

time to read: 3 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: Caution at 2 euros!

The NEL share is one of the favorites of German private investors. In the past year, probably every active trader has had the stock in their portfolio at least once. NEL takes care of hydrogen storage, transport, and distribution and thus plays a decisive role around the new technology. In the past few months, observers have repeatedly criticized NEL for its low sales and the fact that the figures do not match the ambitious valuation. Recently, however, the share price turned significantly upward - what is the potential now?

From a chart perspective, NEL's share price has developed several interesting markers in recent months, which the share price has used as a guide. The area between EUR 1.20 and 1.30 acted as a support zone. Over a long period of time, the share price oscillated sideways and at times even indicated a renewed slide to the downside before finally breaking out to the upside. This bullish impulse led the share to its current level of around EUR 2. This area already marked an interim high in the downward trend at the beginning of July and is likely to be difficult to overcome without fresh impetus. Because of the still-high valuation, investors should be somewhat cautious with NEL.

Enapter: Cheap hydrogen made in Germany

In contrast, things look better for the German hydrogen stock Enapter. The price of Enapter is currently reminiscent of the situation of NEL between EUR 1.20 and 1.30 with much lower volatility. Enapter's goal is to make green hydrogen inexpensive with its electrolyzers, which can be operated in a modular fashion. To this end, the Company is investing in Germany and plans to start series production in Germany as early as next year at its site east of Münster. Currently, Enapter is still producing in Pisa, Italy.

Enapter has its patents and wants to make it possible for customers to combine several electrolyzers into so-called stacks. Software is to ensure that the individual modules work together in the best possible way. The share has currently come to rest between EUR 20 and EUR 30 and shows low volatility. Beyond a price of EUR 30, the share should return to a dynamic upward trend. Until then, it is worth getting a foot in the door. The business model seems well thought-out and promising, but the stock remains speculative.

Plug power with momentum

Just how great the potential of hydrogen solutions can be is also demonstrated by the share of Plug Power - in the past three months alone, the value has risen by a whopping 67%. Plug Power stands for its own fuel cell systems and has been on the market for many years, which has resulted in numerous good relationships with larger companies. Most recently, there was good news from HYVIA, a joint venture with Renault: The Company is moving more and more toward series production of hydrogen vehicles, such as a minibus. While the stock has been doing well, Plug Power is not trading at resistance, like NEL. While momentum could stall at EUR 40, Plug Power's chart also looks better from a long-term perspective than many of its hydrogen sector peers.


While Plug Power's stock is a star of the industry, the German stock Enapter has been quiet lately. And yet, Enapter's stock is precisely where it all depends for the hydrogen market: on price. Only if hydrogen is produced cheaply can the technology become established. Although a distribution network, which NEL is working on, is crucial for the hydrogen breakthrough, NEL currently seems to have exhausted its potential. The hydrogen market offers investors a colorful bouquet of diverse opportunities.


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:

26. November 2021 | 13:04 CET | by Fabian Lorenz

Plug Power with a bang - what are Nel and First Hydrogen up to?

  • Hydrogen

Hydrogen shares are in demand again. The basis for the industry is the political will for hydrogen to become a central pillar of the energy transition. It applies to numerous industrialized countries, and Germany's new traffic light coalition will also stick to it. But there is also positive news from the companies in operational terms. Following ThyssenKrupp's plans to float its hydrogen division on the stock market, Plug Power has now reported a major order with charisma. That should also give new impetus to hydrogen shares such as First Hydrogen and Nel.

Read

25. November 2021 | 12:58 CET | by André Will-Laudien

Nel ASA, Enapter, Plug Power, ThyssenKrupp - Hydrogen now or never!

  • Hydrogen

It sounds crazy, yet we have arrived at the times when billionaires ask social platforms if they can flog a part of their shares to flush some money into the empty state coffers. In an age of powerful wealth shifts in favor of stock owners, this is perhaps legitimate, or nice, as it is sometimes referred to in the press. But appearances are deceptive. Behind a generally formulated question about whether one should sell shares lies the precise calculation of shifting blame if the announced sale causes a significant price loss. What then happens is a self-fulfilling prophecy with one small difference: the intention to sell was previously legitimized, so to speak, by public vote.

Read

24. November 2021 | 13:25 CET | by Carsten Mainitz

Clean Logistics, Ballard Power Systems, Nel ASA - Hydrogen shows its strengths in logistics!

  • Hydrogen

It may seem as though the race for drive concepts of the future has been decided, and the e-drive in combination with battery storage has prevailed. However, in the area of transport logistics, the last word does not seem to have been spoken yet. Prominent examples here include the new cooperative concepts of Nikola and Bosch in fuel cell development or the cooperation between TotalEnergies and Renault in the area of small delivery vehicles. The following companies are also likely to benefit significantly from further advances in hydrogen technology.

Read