Close menu




August 16th, 2021 | 10:16 CEST

NEL, Pure Extraction, Deutsche Post: Hydrogen becomes practical

  • Hydrogen
Photo credits: pixabay.com

The Union's candidate for chancellor and CDU chairman Armin Laschet only received a loud laugh when he asked Tesla boss Elon Musk about the chances for hydrogen as a fuel for cars. The question is entirely justified. Although the trend for cars is clearly towards electric vehicles, hydrogen could be the solution for delivery vans, trucks or ships. Reason enough to take a closer look at participating companies and potential customers.

time to read: 3 minutes | Author: Nico Popp
ISIN: NEL ASA NK-_20 | NO0010081235 , PURE EXTRACTION CORP. | CA74622J1012 , DEUTSCHE POST AG NA O.N. | DE0005552004

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: Where is the bottom?

    When German private investors think of hydrogen, the name NEL quickly comes to mind. The specialist in hydrogen production, storage, and transport always comes into play when hydrogen filling stations are mentioned. The Company has already received several orders in this area. But if you compare the market capitalization of just over EUR 2 billion and the order volume, you can see that at NEL, it is primarily the future that is being traded. Three hydrogen filling stations here and a letter of intent there are not yet a success when you are already a billion-dollar company on the stock market.

    Although the stock seems cheap after the end of the hype, the Company is still ambitiously valued. In addition, large chemical companies are increasingly offering solutions around hydrogen. It remains to be seen to what extent newcomers like NEL will be needed in the end. The share is likely to profit from a renewed hydrogen hype because the value is so well known. However, the extent to which the Company can also score operationally remains to be seen. The share is battered from a chart perspective. A look from the sidelines is a good idea.

    First Hydrogen: Market rewards hydrogen ideas

    The situation is somewhat different at Pure Extraction. The Company, which is about to change its name to First Hydrogen, is developing a hydrogen delivery vehicle with well-known partners. Unlike NEL, for example, the Company has not yet been hyped up on the stock market - its market capitalization is just over EUR 40 million. Most recently, First Hydrogen got the green light for contracts with AVL Powertrain and Ballard Power. Both companies will support First Hydrogen and supply fuel cells and other materials and know-how. First Hydrogen is expected to hold all commercial rights for the vehicle design at the end of the collaboration.

    At the same time, First Hydrogen raised CAD 3 million in a private placement. To this end, 2.4 million shares were issued at CAD 1.25, each with a subscription right for one additional share starting at prices of CAD 2. The share price increased due to the investor confidence gained and is worth considering for interested hydrogen investors. However, given the volatility of the share, a cautious entry is advisable. First Hydrogen is a startup - with all the risks, but also opportunities.

    Deutsche Post: Always on the lookout for innovations

    One of First Hydrogen's potential customers could be Deutsche Post. The Company was an early mover when it came to testing alternative drives. DHL's electric vehicles are legendary, and although they are no longer being developed further, they are still an indication that "Deutsche Post" is a progressive thinker. Most recently, the Company even announced its intention to look into the topic of "electric aircraft".

    The Deutsche Post share is not a high-flyer, but it is a solid one: It has risen by more than 50% over a year. The Company is benefiting from the fact that people are ordering more and more online. But its business with professional customers has also come back after the peak phase of the pandemic. The share continues to have clear growth prospects and is also regarded as a kind of basic provider. Logistics remains in demand even in a digital world. In addition, modern technology, such as blockchain, also opens up opportunities for large logistics companies. Greater efficiency ensures speed and more stable margins again. If you think conservatively, you can always have the Deutsche Post share at the back of your mind.


    The example of NEL, First Hydrogen and Deutsche Post shows how much some industries are interrelated. On the one hand, young companies are working on future technology, while on the other hand, customers are waiting for tailor-made solutions. While NEL is no longer anything new for investors, First Hydrogen could turn out to be an insider tip in the long term. The startup is still in its infancy, but its plans for a hydrogen delivery van for business customers make a good impression.


    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.

    Furthermore, Apaton Finance GmbH reserves the right to enter into future relationships with the company or with third parties in relation to reports on the company. with regard to reports on the company, which are published within the scope of the Apaton Finance GmbH as well as in the social media, on partner sites or in e-mails, on partner sites or in e-mails. The above references to existing conflicts of interest apply apply to all types and forms of publication used by Apaton Finance GmbH uses for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and etc. on news.financial. These contents serve information for readers and does not constitute a call to action or recommendations, neither explicitly nor implicitly. implicitly, they are to be understood as an assurance of possible price be understood. The contents do not replace individual professional investment advice and do not constitute an offer to sell the share(s) offer to sell the share(s) or other financial instrument(s) in question, nor is it an nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but rather financial analysis, but rather journalistic or advertising texts. Readers or users who make investment decisions or carry out transactions on the basis decisions or transactions on the basis of the information provided here act completely at their own risk. There is no contractual relationship between between Apaton Finance GmbH and its readers or the users of its offers. users of its offers, as our information only refers to the company and not to the company, but not to the investment decision of the reader or user. or user.

    The acquisition of financial instruments entails high risks that can lead to the total loss of the capital invested. The information published by Apaton Finance GmbH and its authors are based on careful research on careful research, nevertheless no liability for financial losses financial losses or a content guarantee for topicality, correctness, adequacy and completeness of the contents offered here. contents offered here. Please also note our Terms of use.


    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 Fabian Lorenz on June 29th, 2022 | 12:18 CEST

    Buy or sell? Nel, Zalando, Aspermont under analyst review

    • Commodities
    • Investments
    • Hydrogen
    • Mining

    After the heavy losses of the past months, a countermovement seems to be starting at the moment. Whether this will turn into a real summer rally remains to be seen. Buy or sell is the question. Analysts see a price potential of over 50% for Nel ASA. Even though competition from China and India is increasing. Aspermont also appears attractive at the current price level. The latest quarterly figures were positive, and the positioning of the small-cap in the booming commodities sector is promising. At Zalando, analysts react to the profit warning, and the price targets are significantly reduced. Nevertheless, some advise buying the online fashion retailer, but not everyone.

    Read

    Commented by Carsten Mainitz on June 29th, 2022 | 11:44 CEST

    First Hydrogen, Daimler Truck, Mercedes-Benz - Will the EU Parliament's exit from combustion engines provide the next boost?

    • Hydrogen
    • Electromobility

    A few days ago, the EU Parliament decided to phase out combustion engines in cars and small commercial vehicles by 2035. The approval of the individual member states is still required to adopt the new directive. Although there are currently still disagreements within the German government as to whether Germany should agree to the ban, the directive can be passed with binding effect by a qualified majority even if Germany abstains. What impact would such a ban have?

    Read

    Commented by André Will-Laudien on June 28th, 2022 | 16:10 CEST

    Hydrogen once again: Nel, Plug Power, dynaCERT - Shares for the next climate rally

    • Hydrogen
    • GreenTech
    • Technology

    For the GreenTech movement, the current malaise could not be more appropriate. All governments worldwide have felt the dangerous dependence on fossil fuels in their budgets. The approach of winter in the northern hemisphere has power plant planners trembling. Hydrogen, at least as an energy supplier in terms of locomotion, is a tried and tested means of supporting the unbinding of oil & gas over the medium term. However, investments in new H2 technologies are still too low to speak of an alternative to conventional drive systems. We take a look at the protagonists of hydrogen technologies.

    Read