Menu

Recent Interviews

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.


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".


24. June 2021 | 11:59 CET

Plug Power, NEL, Pure Extraction: Hydrogen on hold - here is what's next

  • Hydrogen
Photo credits: pixabay.com

Hydrogen is clean and suitable for storing large amounts of energy. Especially around trucks, ships and even airplanes, the technology is under discussion. Moreover, if the hydrogen is produced using renewable energies, the energy source is even essentially climate-neutral. Nevertheless, the sky is not currently full of violins for all hydrogen companies. Why? The competition is growing, and not every area of application is proving to have a promising future.

time to read: 3 minutes by Nico Popp
ISIN: PLUG POWER INC. DL-_01 | US72919P2020 , NEL ASA NK-_20 | NO0010081235 , PURE EXTRACTION CORP. | CA74622J1012


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

 

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


Plug Power: Attention, a flash in the pan!

The US company Plug Power recently published figures. Sales of USD 72 million were above expectations, but the Company also made more losses. At 12 cents per share, the Company is in the red. The fuel cell specialist focuses on distributed power and fleet vehicles and is considered one of the hottest hydrogen companies in the world. But the latest losses show that the market situation for hydrogen companies is not exactly rosy. Above all, the already very ambitious valuation is a cause for concern: Plug Power's shares are currently worth around EUR 17 billion on the stock market. Even given the growing competition, this is too much.

Although the share price jumped in the wake of the figures, the results are by no means a glorious achievement. It is doubtful whether the stock will overcome the various technical resistances and return to better waters. Beyond the EUR 30.54 mark, investors can gain more hope on a closing price basis. Until then, selling pressure threatens.

NEL: Comeback share without a comeback

The NEL share has also experienced selling pressure. The Norwegian hydrogen specialist has been considered a comeback stock for weeks; however, the share price is still not gaining momentum. After the stock had achieved prices above the EUR 3 mark, the sell-off set in at the beginning of 2021. The share price fell in several waves. Above EUR 1.60, the share seems to have found a bottom, but there has been no real rebound so far - which can be interpreted as a warning signal. The share is currently worth EUR 2.6 billion - a fair value given the relatively manageable figures and a great deal of future fantasy. So the air is out of NEL for the time being.

Even if shares like Plug Power or NEL do not seem very interesting at the moment, new conditions on the market, such as government subsidies or a technological breakthrough, could boost the values again. Shares in the hydrogen sector are driven primarily by a good deal of future fantasy. If this returns, the share prices can also accelerate again.

Pure Extraction becomes First Hydrogen

One hydrogen stock that is still in its infancy is Pure Extraction. The Company is already planning to change its name in a few weeks and will be called First Hydrogen. Although the stock still has a different name, work is already underway behind the scenes to shape the Company's future. First Hydrogen wants to put hydrogen-based vans on the road and has already gained two partners in Ballard Power and AVL. First Hydrogen is convinced that the global market for fuel cells will grow by more than 20% per year over the next few years. In particular, delivery services, for which small commercial vehicles have so far been used, could be put on the road in a climate-neutral and cost-effective manner thanks to hydrogen technology.

Compared to electric vehicles with lithium-ion batteries, the Company promises greater efficiency and ranges between 400 and 600 kilometers. With a capital investment of EUR 2 million, a prototype is to be created to bring investors and customers closer to the benefits of the approach. The first steps towards commercial production are then to be taken in the fall of this year. First Hydrogen will rely on established suppliers. The share is currently valued at around EUR 87 million. Although the Company is still in its infancy, it is clear where First Hydrogen's journey could lead. Numerous delivery services and parcel delivery companies are currently working on their ESG profile. If the advantages over e-cars catch on, First Hydrogen could strike a chord with potential customers.


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:

22. October 2021 | 12:47 CET | by Nico Popp

NEL, First Hydrogen, Rock Tech Lithium: Why investors must rethink now

  • Hydrogen

For months, stocks related to innovative mobility concepts lived in the shadows. After the hype of last year and the first few months of this year, the former high-flyers seemed to have run out of steam. But the wind has changed. Investors' appetite for risk is high again. A few weeks ago, the market would have shrugged its shoulders at best, but now it is attracting buyers. For investors who think speculatively, this is excellent news!

Read

22. October 2021 | 12:18 CET | by Carsten Mainitz

Clean Logistics, Plug Power, BYD - Huge upheavals in the transport industry fuel share prices

  • Hydrogen

"Decarbonization" - this term could make it to "word of the year." That is because it describes what urgently needs to be implemented in all sectors to preserve the Earth's habitat: the switch from fossil, carbon-based energy sources to sustainably and climate-neutrally produced energy sources. The transport industry plays a significant role in global warming. In Germany alone, road freight transport is expected to increase by a further 19% by 2030. Innovative ideas and solutions that can be implemented quickly are therefore urgently needed. In doing so, manufacturers are relying on a variety of technologies.

Read

22. October 2021 | 10:32 CET | by André Will-Laudien

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

  • Hydrogen

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.

Read