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Jim Payne, CEO, dynaCERT Inc.

Jim Payne
CEO | dynaCERT Inc.
101-501 Alliance Avenue, M6N 2J1 Toronto, Ontario (CAN)

jpayne@dynacert.com

+1 416 766 9691

dynaCERT CEO Jim Payne on attractive hydrogen opportunities


Sebastian-Justus Schmidt, CEO and Founder, Enapter AG

Sebastian-Justus Schmidt
CEO and Founder | Enapter AG
Ziegelhäuser Landstraße 1, 69120 Heidelberg (D)

info@enapterag.de

Enapter AG CEO and founder Sebastian-Justus Schmidt on the future of hydrogen


John Jeffrey, CEO, Saturn Oil & Gas Inc.

John Jeffrey
CEO | Saturn Oil & Gas Inc.
Suite 1000 - 207 9 Ave SW, T2P 1K3 Calgary, AB (CAN)

jjeffrey@saturnoil.com

+1-587-392-7900

Saturn Oil & Gas CEO John Jeffrey on the future of the company and ESG


10. December 2020 | 11:22 CET

Plug Power, wallstreet:online, AMS - Follow the trend!

  • Investments
Photo credits: pixabay.com

Since the corona low in March, it has been possible to see that some industries have been able to celebrate above-average price increases, while others, especially the cyclical ones, have barely performed. The further growth prospects for these boom markets remain optimistic so that the trend remains intact. Trend following is proven to be the most successful stock market strategy because stock market profits are always achieved when the markets move in trends.

time to read: 3 minutes by Stefan Feulner


 

Author

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


Trading boom without borders

In Germany, the spectre of a banking crisis has been haunting the country for years which may well be true for universal banks, but not for those who earn their bread and butter with securities trading. Since the lockdown in March, online brokers have recorded enormous increases in both transactions and new customer business. In December 2019, just in time for the corona trading boom, the Smartbroker went online. It belongs to wallstreet:online capital AG, in which wallstreet:online AG holds a stake of around 43% and is expected to hold the majority in the future. The goal is to turn the users that wallstreet:online has built up over the years, both through organic growth and through acquisitions of sites such as Ariva.de, Finanznachrichten.de and boersennews.de, into actively trading customers.

Optimistic about the future

The Berliners seem to have bet on precisely the right horse here. The plan is to have a base of 140,000 customers by the end of the year. By 2024, the number of active customers is expected to increase to 420,000, which would mean a turnover of EUR 39.0 million and an EBIT of EUR 27.0 million for the Smartbroker alone. The entire wallstreet:online family would thus climb to EUR 75.0 million revenues and EBIT of EUR 39.0 million. Currently, the stock market value is EUR 192.0 million, which is by far not too expensive compared to the competition.

Explosion to a new high

With a full plus of 16.15%, the Plug Power share went out of trading on Tuesday, which at the same time meant a new all-time high. Other Companies dedicated to fuel cell technology, such as Ballard Power or FuelCell Energy, also shot through the roof. The reason was a bill by the US Senator from Washington, Brad Hawkins. The plan is to start an eight-year state-wide pilot project that would provide a tax break for buyers of hydrogen fuel cell powered electric cars.

Washington as a role model

The first hydrogen filling stations in Washington State, for example, are expected to be ready for operation as early as 2022. This law could thus provide a total of 650 vehicles with a 50 percent tax credit between 2023 and 2029. According to Senator Hawkins, the people of central-northern Washington have been leaders in the field of clean energy for years. New efforts by the state to promote renewable hydrogen and zero-emission vehicles will help keep the innovative projects going. The draft law was widely approved. Hydrogen fuel cell vehicles will be enormously influential in the future of a low carbon transport sector.

Dependence as a problem

Last year, AMS, an Austrian sensor specialist, became known through the EUR 4 billion takeover of the traditional Munich-based Company Osram. AMS, based in Premstätten in Styria, achieved high growth rates with one customer in particular - smartphone giant Apple. This increased dependency could now backfire because the Company from Cupertino is turning around. Starting this year, the new iPhone models will be equipped with so-called direct-time-of-flight 3D sensors for the rear cameras. These have lower power consumption and have the ability to adapt to more complicated environmental scenarios. The previous standard was the indirect-time-of-flight 3D sensors, which, in addition to disadvantages in application possibilities, also require significantly more energy.

In the clamp

The Austrians currently only offer indirect time-of-flight 3D products, which are installed by Samsung. If the Android smartphones were to switch to the newer sensors as well, AMS would have an enormous sales problem. In the past two trading days, the share price crashed from CHF 25 to less than CHF 19. The analyst firms are divided. Bankhaus Lampe, for example, expressed scepticism about further cooperation with Apple. On the other hand, the experts from Hauck & Aufhäuser are leaving the AMS share at "buy" with a price target of CHF 32.


Author

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.


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