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03. November 2021 | 13:50 CET

Plug Power, Enapter, SFC Energy - The hydrogen sector is alive

  • Hydrogen
Photo credits:

Last year, a strong boom was followed by a harsh correction, which brought even market leaders to their knees with share price losses of over 50%. That hydrogen technology is enormously important for achieving climate goals should be beyond question, even at the current World Climate Conference in Glasgow. The segment has a golden future with regard to the energy transition. Position yourself now and invest in the sector with disproportionately high potential.

time to read: 3 minutes by Stefan Feulner
ISIN: PLUG POWER INC. DL-_01 | US72919P2020 , ENAPTER AG INH O.N. | DE000A255G02 , SFC ENERGY AG | DE0007568578

Jim Payne, CEO, dynaCERT Inc.
"[...] We are committed to stay as the number one Canadian and global leader in the Hydrogen-On-Demand diesel technology [...]" Jim Payne, CEO, dynaCERT Inc.

Full interview



Stefan Feulner

The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
He is passionate about analyzing a wide variety of business models and investigating new trends.

About the author

Hydrogen for the energy transition

To achieve long-term progress in climate protection, alternatives to fossil fuels are needed. Hydrogen is considered versatile in this respect and is likely to play a key role in the future. Green hydrogen, in particular, makes it possible to significantly reduce CO2 emissions in industry and transportation in areas where energy efficiency and the direct use of electricity from renewable sources such as wind and solar power are not sufficient.

On behalf of the National Hydrogen Council, three institutes of the Frauenhofer Institute analyzed the potential demand for hydrogen and hydrogen derivatives until 2050. The results showed that the more CO2 that is to be saved in Germany, the greater the demand for hydrogen. And the sooner the climate protection goals are to be achieved, the sooner these quantities must be available.

Enapter steps on the gas

A pioneering role is played by Enapter AG, the "Technology Pioneer 2021" awarded by the World Economic Forum. The first mover of the patented, modular AEM electrolysis technology is consistently implementing its plan to make green hydrogen cost-effective and thus competitive. The automated mass production of electrolyzers is scheduled to take place in the climate community of Saerbeck from the end of 2022. A production capacity of 10,000 units per month will be established in the Enapter campus, which covers more than 80,000 square meters.

The unique project is to be financed in part by a recently completed capital increase. In the process, 1.3 million shares were issued at EUR 23.00 each. The gross proceeds are therefore around EUR 30 million. The new shares were offered pre-placement through an accelerated bookbuilding process. They were allocated to a mix of German and international institutional investors, including "long-only" ESG investors from Norway, France, the UK and the US.

In addition to the 2021 Earthshot Prize initiated by Prince William, which recognizes companies researching inspiring and innovative solutions to address the grand environmental challenges of our time, an order was also announced for the new AEM Multicore System through distribution partner H2 Core Systems. The AEM Multicore System is a system for the production of hydrogen from alternative energy sources. The order in the low single-digit million range comes from the Steinbeis Innovation Center siz energie+, based in Braunschweig, Germany.

The analysts of Pareto Securities see Enapter AG as a buy candidate after the capital measure and assign a price target of EUR 34.00.

Still on the upswing

In the run-up to the share price increases, the fuel cell specialist Plug Power was already able to shine with promising partnerships. In addition to collaborations with the aircraft manufacturer Airbus and the refinery group Philipps 66, the US company announced a plan with Lhyfe, a producer of green hydrogen, to build plants in Europe. According to the plan, the goal is to produce a total hydrogen capacity of 300 MW by 2025 and develop a 1-GW production facility.

As part of this project, Plug Power's hydrogen electrolyzer technology will provide 1 MW of capacity for the world's first offshore hydrogen production facility, developed by Lhyfe. Plug Power's stock continues to present a strong performance. A sustained break above the USD 40 mark could generate further share price potential of around 30%.

Share price fireworks to an all-time high

The SFC Energy share is currently setting off a real price firework. By breaking out of the sideways range at EUR 30.00 that has existed since February, the shares of the manufacturer of direct methanol and hydrogen fuel cells, headquartered in Brunnthal near Munich, could climb to a new all-time high.

With PETRONAS Chemicals Group Berhad, SFC Energy was able to win an essential producer of high-purity methanol for its customers in the Asian region. From now on, users of EFOY fuel cells in the region can be supplied much more efficiently with methanol in commercially available fuel cartridges.

"We want to make our contribution in the Race-to-Zero by reducing the share of fossil raw materials in off-grid energy supply. High-purity methanol is an essential building block in achieving this goal. As part of our expansion in Asia, we can reach our local customers even better, save costs, and reduce our carbon footprint through more efficient logistics. In an environment of globally rising energy prices and tearing supply chains, we simultaneously increase the security of supply for all users of the EFOY fuel cell series", says Dr. Peter Podesser, CEO of SFC Energy AG.

After a long and severe correction, hydrogen stocks are performing again. Enapter was able to take a big step towards mass production by successfully completing a capital increase. Plug Power and SFC Energy both have strong momentum.


Stefan Feulner

The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
He is passionate about analyzing a wide variety of business models and investigating new trends.

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.


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.


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.