January 7th, 2025 | 06:50 CET
RESCUE for Lilium!? HYDROGEN WINNERS dynaCERT and thyssenkrupp nucera instead of Nel and Plug Power Share!
dynaCERT and thyssenkrupp nucera have emerged as new hydrogen favourites in the past year. dynaCERT's shares almost doubled in the second half of the year, and there is a good chance that a new multi-year high will be reached in 2025. The technology is convincing customers, and new major orders would justify a revaluation. thyssenkrupp nucera has already proven that it can operate profitably - a milestone that former favourites Nel and Plug Power have yet to achieve. Similarly, Lilium filed for insolvency just before Christmas, but now investors, including Frank Thelen, are expected to inject millions. Is this the rescue?
time to read: 3 minutes
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Author:
Fabian Lorenz
ISIN:
DYNACERT INC. | CA26780A1084 , THYSSENKRUPP AG O.N. | DE0007500001 , NEL ASA NK-_20 | NO0010081235 , PLUG POWER INC. DL-_01 | US72919P2020 , LILIUM NV | NL0015000F41
Table of contents:
"[...] 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
Author
Fabian Lorenz
For more than twenty years, the Cologne native has been intensively involved with the stock market, both professionally and privately. He is particularly passionate about national and international small and micro caps.
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dynaCERT: The high-flyer of 2025
dynaCERT is one of the hydrogen winners of 2024. Not only because the share price doubled in the second half of the year, but also because the Company reached operational milestones. In October, for example, dynaCERT received the long-awaited VERRA certification for its hydrogen technology. The hydrogen-based HydraGEN™ retrofit kit can be used to reduce pollutant emissions and fuel consumption in conventional diesel engines of commercial vehicles. The focus is particularly on users of heavy vehicles in the mining, oil and gas, transport and power generation sectors. Certification gives customers the assurance that they are improving their ESG balance and that they can obtain and trade CO2 certificates for their use. In 2024, follow-up and new orders were received, boosting the likelihood of a definitive breakthrough in 2025 - potentially extending to Europe and the US.
In order to make the topic of emission certificates and their trading more accessible to customers, the Company announced yesterday that it would be strengthened by an industry expert. Seth Baruch was appointed to the dynaCERT Advisory Board. Baruch is the Head of Carbonomics. The US company helps businesses exploit the potential of carbon offsetting in the US and international emissions trading markets. It also has years of experience in the entire process of VERRA emission credits. Baruch will support dynaCERT customers and dealers in the future so that they can achieve maximum revenue from the use of HydraGEN™.
thyssenkrupp nucera: Well positioned in the competition
And what about the German hydrogen hope? Like Nel and Plug Power, thyssenkrupp nucera's stock has taken a beating in 2024. The security has lost more than 50%. The market capitalization is currently around EUR 1.40 billion. Analysts view the Company more favourably than its peers, Nel and Plug Power. According to marketscreener.com, 7 out of 12 analysts recommend buying the stock. Most recently, Bernstein Research confirmed the "Outperform" rating. The analysts see the fair value of thyssenkrupp nucera's shares at EUR 20. The security is currently trading at just over EUR 11. The market environment remains challenging. On the positive side, management sees the Company as well positioned in the competitive arena. The analysts, therefore, consider thyssenkrupp nucera to be a promising investment in the field of green hydrogen.
Shortly before Christmas, the Company announced a partnership in the US. Chlorum Solutions USA has selected thyssenkrupp nucera as a partner for the development of its first US chlor-alkali plant. This is to be built in Arizona and will use advanced processes to modernize chemical production.
Lilium: Rescue?
There is also news from Lilium. The insolvent air taxi developer is expecting a cash injection in the millions. As reported by Gründerszene.de, the well-known startup investors and founders Frank Thelen, Christian Reber, Jan Beckers, and Niklas Zennström have provided EUR 5 million. The funds are going to the Mobile Uplift Corporation (MUC), which is set to acquire the assets of the insolvent Lilium. This means that Lilium shareholders will be left empty-handed.
Christian Reber, founder of Wunderlist and Pitch, has indirectly confirmed the deal through a post on the X short message service: "Ten years after my first seed investment in Lilium, I have just become a seed investor in the same company again. EUR 750,000 for the electrification of aviation!"
As reported by Gründerszene.de, the deal could still fall through. Creditor committees must still approve the purchase of two Lilium subsidiaries by the Mobile Uplift Corporation. Until then, the investors could also back out. The situation remains exciting.
2025 could be the year of the dynaCERT share. Existing customers have already placed repeat orders, and VERRA certification has been obtained. Now, it needs a few major orders, and the share price could skyrocket. Meanwhile, Lilium's future seems uncertain despite its technology and talent finding new homes, and its stock may disappear from the market. In the green hydrogen sector, thyssenkrupp nucera appears to be in a stronger position than Nel and Plug Power.
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