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Lewis Black, CEO, Almonty Industries

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

+1 (647) 438-9766

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Nick Luksha
President | Prospect Ridge Resources
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Dirk Graszt, CEO, Clean Logistics SE

Dirk Graszt
CEO | Clean Logistics SE
Trettaustr.32, 21107 Hamburg (DE)


Interview Clean Logistics: Hydrogen challenge to Daimler + Co.

22. October 2021 | 12:47 CET

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

  • Hydrogen
Photo credits:

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 by Nico Popp
ISIN: NEL ASA NK-_20 | NO0010081235 , First Hydrogen Corp. | CA32057N1042 , ROCK TECH LITHIUM | CA77273P2017

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



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: 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.


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.


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.


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.