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Lewis Black, CEO, Almonty Industries

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

info@almonty.com

+1 (647) 438-9766

Interview with mine operator Almonty Industries: "Tungsten makes e-cars better"


Nick Luksha, President, Prospect Ridge Resources

Nick Luksha
President | Prospect Ridge Resources
1288 West Cordova Street Suite 2807, V6C 3R3 Vancouver (CAN)

info@prospectridgeresources.com

Interview Prospect Ridge Resources: These fillets taste good to the market


Dirk Graszt, CEO, Clean Logistics SE

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

info@cleanlogistics.de

+49-4171-6791300

Interview Clean Logistics: Hydrogen challenge to Daimler + Co.


22. October 2021 | 10:32 CET

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

  • Hydrogen
Photo credits: pixabay.com

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 by André Will-Laudien
ISIN: PLUG POWER INC. DL-_01 | US72919P2020 , ENAPTER AG INH O.N. | DE000A255G02 , SFC ENERGY AG | DE0007568578


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

 

Author

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


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.


Author

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



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.

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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.

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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.

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