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October 22nd, 2021 | 12:47 CEST

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

  • Hydrogen
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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!

time to read: 3 minutes | Author: Nico Popp
ISIN: NEL ASA NK-_20 | NO0010081235 , First Hydrogen Corp. | CA32057N1042 , ROCK TECH LITHIUM | CA77273P2017

Table of contents:

    Dirk Graszt, CEO, Clean Logistics SE
    "[...] We can convert buses and trucks to be completely climate neutral. In doing so, we take a modular and incremental approach. That means we can work with all current vehicle types and respond to new technology and innovation [...]" Dirk Graszt, CEO, Clean Logistics SE

    Full interview


    NEL: The wind has changed

    One stock that has known only the way down for months is NEL. The Norwegian hydrogen company offers services around storage, transport and production of hydrogen. Most recently, NEL reported record sales: At EUR 24 million, the Company increased its revenue by a whopping 55% in the third quarter of the fiscal year. However, the operating loss increased compared to the same period last year. Since the market nevertheless acknowledged the figures with price gains, this is a good sign - for NEL shareholders and the market as a whole.

    For months, NEL was considered a stock from the category of dreams of the future. The market valued the share more and more like an industrial company that has to deliver results in the here and now. If rising sales alone and falling order backlogs are enough to catapult the stock upward by double digits, the market has changed its view. For NEL and all other speculative alternative propulsion stocks, that is a good sign.

    First Hydrogen: Hydrogen delivery trucks hit the road

    While NEL has some resistance to overcome on the way up, the situation is different for First Hydrogen. The stock is still relatively unknown and has tended to move sideways in recent months. First Hydrogen, together with partners such as Ballard Power and AVL, wants to put hydrogen-powered delivery trucks on the road. Just recently, the Company announced that it had completed a prototype. The vehicle has a range of 500 kilometers and enables the climate-neutral transport of goods. First Hydrogen wants to score points on the British market with the demonstration vehicle and says it is confident that it will soon convince its first customers.

    Since the Company emphasizes that it can adapt its vehicles, which are based on the bodies of well-known manufacturers, to the exact purpose of the respective end-customers, customers from various industries are conceivable. First Hydrogen's solution could be particularly successful in regions with a non-existent charging infrastructure compared to electromobility and could also score points with fast refueling times. The share recently hovered between EUR 1.00 and 1.40 in German trading. The friendlier environment for speculative stocks could also provide First Hydrogen with a tailwind. Those looking for speculative stocks off the beaten track can take a closer look at the value.

    Rock Tech Lithium: The trade fair has been called (for now)!

    Since the announcement of the factory plans as a neighbor of Tesla in Brandenburg, the German-Canadian mining and technology Company Rock Tech Lithium is no longer an insider tip. Within a week, the share has posted a return of more than 100% in some cases. In recent days, however, the temporary setbacks are increasing - again and again, the price came back strongly but recovered again immediately. Investors should not be unsettled by such price movements. It is precisely a recovery after price declines that shows that demand for the share is still high. In addition, Rock Tech has successfully completed a pilot project to produce lithium hydroxide monohydrate and is planning a listing on the Nasdaq tech exchange. So fundamentally, too, the Company is moving forward in leaps and bounds. Given last week's share price fireworks, however, the potential appears to be limited for the time being.

    The new risk appetite of many investors is an extremely positive signal for all shares related to climate-neutral drive technology. The example of NEL shows that company announcements that would have triggered a sell-off or at least a shrug of the shoulders months ago are now being interpreted positively. Unknown stocks in particular, such as First Hydrogen, could benefit from this. However, investors should always add such speculative stocks to the portfolio with a sense of proportion.

    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 in the future hold shares or other financial instruments of the mentioned companies or will bet on rising or falling on rising or falling prices and therefore a conflict of interest may arise in the future. conflict of interest may arise in the future. The Relevant Persons reserve the shares or other financial instruments of the company at any time (hereinafter referred to as the company at any time (hereinafter referred to as a "Transaction"). "Transaction"). Transactions may under certain circumstances influence the respective price of the shares or other financial instruments of the of the Company.

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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

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    Commented by Fabian Lorenz on November 24th, 2023 | 13:00 CET

    100% upside potential with hydrogen! Siemens Energy, thyssenkrupp and dynaCERT instead of Nel?

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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!

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    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.