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September 27th, 2022 | 10:50 CEST

Plug Power, dynaCERT, Varta: Where there is shadow, there is also light

  • Hydrogen
  • GreenTech
  • Technology
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GreenTech shares have been booming in recent weeks, and rightly so: regenerative energy sources and innovative drives are now often even cheaper than proven technology. Coupled with zero emissions, this is a decisive advantage. We explain why some shares are nevertheless weakening and show where there are interesting opportunities.

time to read: 3 minutes | Author: Nico Popp
ISIN: PLUG POWER INC. DL-_01 | US72919P2020 , DYNACERT INC. | CA26780A1084 , VARTA AG O.N. | DE000A0TGJ55

Table of contents:

    Plug Power: Why the share is weakening after the Amazon deal

    In August, Plug Power shares jumped for joy. The reason: Amazon has joined the hydrogen pioneer and announced that it will operate lift trucks in logistics centers with hydrogen in the future. Everything needed for this will come from Plug Power. Coupled with the news, the fantasy was raised that Amazon could rely on Plug Power's technology in even more areas in the future - the share price soared. Overall, the share price climbed from around EUR 20 to over EUR 30 in German trading in August alone. However, after more than a 50% increase, a countermovement set in.

    In the meantime, the share has corrected around half of its increase. Such movements are common after a dynamic revaluation. The credo is that the sooner a stock stabilizes, the greater the buying pressure. But why does the market not maintain its optimism at Plug Power? These days, in particular, numerous news items are pelting investors. Given this event fireworks, the Amazon deal is already far behind for many market participants. Given the current market situation, it is perfectly normal for volatility to remain high and for stocks not to immediately form a "picture-perfect chart" after dynamic breakout movements. Investors must take this mixed situation into account and adjust position sizes. This makes it easier to ride out irrational prices. Fundamentally, Plug Power seems to have entered a new era - the growing popularity of hydrogen technology is an accolade for the industry.

    dynaCERT sets its sights on industrial customers

    The dynaCERT share is at a completely different stage - the Company is currently in a kind of showcase phase for potential customers. dynaCERT produces electrolysis systems for diesel engines. Thanks to these conversion kits, classic combustion engines are supposed to become greener, consume less fuel and emit less CO2. It has been difficult for dynaCERT to enter the market in recent years. But for some time now, the Company seems to have found a niche. In the future, it wants to offer the technology primarily to customers in industry and mining. In these industries, there is expensive and heavy machinery for which conversion is worthwhile. Since dynaCERT also offers to document all savings through its own telematics software, the matter becomes interesting for companies in the worldwide ESG race.

    Even supposedly "dirty" industries, such as mining, are subject to ESG rules and battle it out according to the best-in-class principle. That means the market favours the most sustainable company in an industry in terms of financing conditions - so high ESG scores are worth cash! With dynaCERT's technology, companies will soon be able to purchase CO2 certificates - this is like a wild card for one's ESG profile. Last week, dynaCERT presented at the IAA Transportation in Hannover. According to the Company, the feedback from participants was positive. To have the technology explained in more detail, interested investors can attend the 4th virtual International Investment Forum (IIF) on Tuesday, September 27, via zoom. Registration is free of charge. In addition to dynaCERT, numerous exciting growth companies will be presenting, including German classics such as Varta and Hannover Re.

    Varta: Now it is out - open communication as an opportunity

    Above all, Varta's recent share price performance will likely provide food for discussion at the IIF. Last week, the MDAX stock cancelled its annual targets without replacement. Because of the high energy prices and the delay of larger orders, the goals were no longer tenable. What happens next is unclear. The market acknowledged the profit warning with a minus of about one-third. The example of Varta shows that companies that can deliver concretely have a more challenging time in the current market environment than suppliers who are just working on their market entry. Achieving concrete goals and marketing products competitively is difficult, especially in the current market environment. However, playing with open cards could be positive for Varta in the medium term. From now on, the market is focusing on the following fiscal year. In 2022, the worst case already seems to be priced in. There is almost only room for positive surprises for dynaCERT. The Company fits the spirit of the times with its hydrogen technology, and the share looks oversold. Especially laggards and fallen angels from the GreenTech sector could surprise positively in the coming months.

    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 hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.

    For this reason, there is a concrete conflict of interest.

    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

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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

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