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October 22nd, 2021 | 10:32 CEST

Plug Power, Enapter, SFC Energy - The climate savior is hydrogen!

  • Hydrogen
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The strong increase in energy prices is driving the inflation rate in Germany to a high level. With an increase of 4.1% compared to the same month of the previous year, inflation accelerated again in September. Already in July, the ECB thought that a cyclical high might have been reached. It has reached its highest level in almost 28 years, only in December 1993, it was once briefly above the 4% mark. These are historic times into which Western society is now moving; unfortunately, no one knows when the end will be. The efficient production of hydrogen and its industrial utilization would make our energy supply affordable and environmentally compatible in the long term. Unfortunately, the current technologies are still costly and not suitable for mass production. However, hydrogen remains a hot topic on the stock market. We take a look at some of the protagonists in the H2 thriller.

time to read: 4 minutes | Author: André Will-Laudien
ISIN: PLUG POWER INC. DL-_01 | US72919P2020 , ENAPTER AG INH O.N. | DE000A255G02 , SFC ENERGY AG | DE0007568578

Table of contents:

    Plug Power - The hydrogen giant plans a substantial sales expansion

    After a long period of selling off, the Plug Power share has recently been able to pick itself up noticeably. No wonder, because at the Company from Latham, New York, it runs again like clockwork. After the share, and the entire hydrogen sector, had to take a beating after the violent 2020/21 rally, the price has climbed by no less than 40% in recent days! Breakout to the upside or just a bull trap?

    Such a dramatic rise usually does not come entirely without reason, and this time it is even the Company itself providing the operational justification. At an H2 symposium, the Company let it be known that it will adjust its long-term targets significantly upwards. According to the old guidance, Plug Power wanted to achieve only USD 1 billion in sales in 2024. But the Company is now planning on sales of around USD 850 million in the coming year. That means that the billion is already within reach in 2022! In 2025, the Company would like to achieve sales of an astonishing USD 3 billion! It appears the stock market seems to have ticked off the accounting scandals from the beginning of the year and has returned to the buy-side.

    Fundamentally, the management's bold statements have not yet translated into new analyst estimates. However, if one puts the outlooks into the formulas, the result is a P/E of 15 for mid-2022. That is still very expensive but significantly lower than in February at 40. Overall, the stock is still beyond cheap, but the current momentum suggests that buying dynamics should not be underestimated. Investors should hedge holdings with a stop of EUR 26.50 and consistently tighten this in the uptrend. If everything is just a flash in the pan, it will likely go down very quickly.

    Enapter AG - Awarded the Earthshot Environmental Prize 2021

    Enapter AG from Saerbeck in North Rhine-Westphalia is awarded the Earthshot Environmental Prize 2021. For a long time, Enapter's share price hardly moved, but now this award is providing a real tailwind and moving the public. Within just five trading days, the share price has gained more than 11%. Such a rally has not been seen for a long time.

    The electrolyzer manufacturer Enapter has won the coveted environmental prize in the category "Improving our climate". The prize, worth approximately EUR 1.2 million, was initiated and awarded by the British Prince William and Duchess Catherine. The ceremonial award in London was even reported internationally, a nice tribute to the efforts of the engineers from Saerbeck so far.

    Enapter produces modular hydrogen generators based on anion exchange membrane (AEM) technology. According to the Company, the so-called AEM electrolyzers are compact, efficient, and cost-effective. Thanks to their modular design, they can be connected to form hydrogen production plants of different sizes. AEM electrolyzers can produce green hydrogen using electricity from renewable sources.

    The H2 specialist is thus clearing the next mental hurdle, creating awareness and potential funding sources for the Company's goal of mass production and entry into international markets. The mission to make a significant decarbonization contribution has thus already taken another step forward at Enapter. With this news, the Enapter share reached the EUR 28 mark from January again. A strong technical buy signal would now follow above the EUR 30.50 mark.

    SFC Energy - Great concepts for environmentally friendly fuel cells

    SFC Energy AG, a leading supplier of hydrogen and methanol fuel cells for stationary and mobile hybrid power solutions, will present its clean energy solutions at ees Europe - Europe's largest trade fair for batteries and energy storage systems. The focus will be on fuel cell technology around EFOY Hydrogen and its associated energy solutions.

    The current transformation to an increasingly decarbonized energy landscape poses enormous challenges for numerous industries. For this, a decentralized setup of the power grid is inevitable. Hydrogen and related technologies such as EFOY Hydrogen are key technologies for decarbonizing the economy. Green hydrogen is converted back into electrical energy by the fuel cell. And it does so where it is needed, at the consumer's site.

    Compared to conventional diesel generators, hydrogen fuel cells by SFC Energy operate more efficiently, with less noise and, above all, more climate-neutrally in decentralized locations. EFOY Hydrogen emits no environmentally harmful exhaust gases such as carbon dioxide (CO2), nitrogen oxides (NOx), carbon monoxide (CO), nor particulate matter. That makes it the perfect environmentally friendly power solution for a wide range of applications.

    The share of SFC-Energy was able to climb very well in the recent industry trend. Starting at around EUR 25, it gained a good 20% at its peak. The all-time high of EUR 34 is now also only 20% away. However, with a market capitalization of EUR 426 million, the stock market is already looking 3 years ahead and expects sales to quadruple by 2024. If the growth comes, the price will also fit - if not, it will be frosty. However, the break-even point is still to be reached in 2022.

    The hydrogen sector was forgotten for a short time, and then everything happened pretty quickly. The stocks considered today rose in unison and were able to report positively in each case. But only Enapter received an actual award, which could also give the share a further boost.

    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.

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    Der Autor

    André Will-Laudien

    Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

    About the author

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