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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".


John Jeffrey, CEO, Saturn Oil + Gas Inc.

John Jeffrey
CEO | Saturn Oil + Gas Inc.
Suite 1000 - 207 9 Ave SW, T2P 1K3 Calgary (CAN)

info@saturnoil.com

+1-587-392-7900

Saturn Oil + Gas CEO John Jeffrey: "Acquisition has increased production by 2,000%"


26. July 2021 | 09:48 CET

NEL, Pure Extraction, Volkswagen VZ: Where one piece of news can change everything

  • Hydrogen
Photo credits: pixabay.com

Sustainability is one of those things - The closer you look, the more complex the situation becomes. Just recently, a study by the non-governmental organization ICCT showed that even hydrogen vehicles fueled with green hydrogen could have sustainability flaws. The reason: the tanks are sometimes made of carbon fibers. Their production can generate about as many greenhouse gases as the production of batteries for e-cars. We look at three stocks related to hydrogen and mobility and explain what opportunities investors can associate with them.

time to read: 3 minutes by Nico Popp
ISIN: NEL ASA NK-_20 | NO0010081235 , PURE EXTRACTION CORP. | CA74622J1012 , VOLKSWAGEN AG VZO O.N. | DE0007664039


Sebastian-Justus Schmidt, CEO and Founder, Enapter AG
"[...] Why should a modular electrolyzer cost more than a motorcycle? [...]" Sebastian-Justus Schmidt, CEO and Founder, Enapter AG

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: More up or more down?

Although sustainability is complicated, studies such as those conducted by the non-governmental organization ICCT help raise awareness of existing weaknesses. Such understanding of problems is known to be the beginning of any positive change. Shareholders of the Norwegian hydrogen pioneer NEL would also like to see such a change. The share was the star of the past year, still trading above the EUR 3 mark at the beginning of 2021. Since then, however, the air has gone out. Every glimmer of hope, which was reflected in a slight rise in the chart, has since been directly sold off by the market. On a one-year horizon, the share price has now lost 5.6%.

The saying "Time in the market beats timing the market" is impressively disproved by the price performance of NEL. But what should investors do with the share now? NEL is a specialist in the production, storage and transport of hydrogen. These are good prerequisites. But the sales hardly justify even the current valuation. At present, it even looks as if the share will continue to fall. A positive signal would only come from a rise above the EUR 2 mark. The share is currently of little interest.

First Hydrogen: Hydrogen delivery vehicles as a glimmer of hope

The First Hydrogen share was also caught up in the negative pull surrounding hydrogen shares. The Company still trades on the stock exchange under "Pure Extraction", but a name change has already been decided. First Hydrogen is preparing to put a hydrogen-powered delivery truck on the road. Ballard Power and AVL have already been signed up as partners. The body of the hydrogen delivery van is to come from well-known manufacturers. Currently, a prototype is being developed to convince investors. Arguments favoring the hydrogen vehicle are the higher efficiency and the more extended range of 400 to 600 kilometers.

The project is undoubtedly a gamble, but new technologies have often been the first to gain acceptance in the commercial sector in the past. One example is Deutsche Post's electric vehicles. The Company is currently valued at around EUR 50 million. If the prototype succeeded in convincing potential investors and these investors immediately placed an order, the current level would be promising. Given the weak market environment for hydrogen stocks, investors should buy into First Hydrogen in small tranches and closely follow the Company news about the startup. The Company's idea is good, but investors are looking for safety, especially in a difficult market environment. The share is speculative - but that always offers opportunities as well as risks.

Volkswagen: What is next?

The Volkswagen share has a balanced risk-reward profile. The Company seems to have already achieved the mobility turnaround - at least all the models VW is currently promoting are electric. Volkswagen is also building up the supply chains around batteries for electric cars and making them sustainable. In this way, it can score points with discerning customers who want to know where the respective metals come from and, above all, how they are mined. Volkswagen's preferred shares gained a whopping 44.6% over the course of a year. Most recently, the value consolidated. The greatest electric fantasy currently seems to have faded.


With the recent, slightly negative sideways trend, the Volkswagen share shows that the fantasy around the mobility turnaround has disappeared. Even harder hit was the share of NEL, which cannot even counter the somewhat weaker sentiment with remarkable sales. The stock of First Hydrogen, which is still called Pure Extraction on the stock exchange, is also suffering from the market environment. Here, however, any positive news about potential cooperation partners or even customers can become a game-changer. Investors should keep the value in mind. But timing remains crucial.


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:

17. September 2021 | 13:43 CET | by Nico Popp

NEL, dynaCERT, Volkswagen: Where hydrogen has not yet been written off

  • Hydrogen

Will hydrogen become a climate saver in homes? Or will it revolutionize the propulsion technology of ships and trucks? Even if hydrogen has lost some of its fantasy in recent months, the energy carrier is still on the agenda of many inventors and engineers. We introduce three companies that are - sometimes more and sometimes less - involved with hydrogen.

Read

15. September 2021 | 14:23 CET | by André Will-Laudien

Nel ASA, Enapter, Plug Power, FuelCell Energy - It is time to go all out!

  • Hydrogen

Hydrogen is not only a climate-friendly means of propulsion for automobiles and heavy-duty transport. Large industries such as chemicals and steel can use hydrogen technology to reduce their consumption of natural gas. There are costs involved when converting to hydrogen, most of which are only feasible with political support. The German government's national hydrogen strategy fits in well here. But medium-sized industries, especially energy-intensive sectors, could also become much more environmentally friendly with hydrogen-based technologies. Which stocks are well-positioned here?

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10. September 2021 | 13:35 CET | by Carsten Mainitz

Enapter, NEL, Ballard Power - Hydrogen: This will happen!

  • Hydrogen

If you follow the political discussion in Germany regarding climate and green energy, the debate is almost exclusively about solar and wind power. Electric mobility is the order of the day. But soberly considered, there will and must be a coexistence of several approaches. Hydrogen solutions have received far too little attention. But this technology is urgently needed for the energy transition. The industry is still relatively young, but there is a very good chance that a huge market will emerge in which several companies will be able to operate successfully and profitably. Are these the winners?

Read