Rheinmetall shares above EUR 2,200? SELL SMA Solar? dynaCERT with SALES SUCCESS!

dynaCERT: First sales success, then a share price rally?

dynaCERT is starting to deliver, laying the foundation for a turnaround in its share price in the coming months. We have repeatedly emphasized that the cleantech company must now deliver sales success in the first half of the year following its marketing offensive with new German management.

And sales finally seem to be gaining momentum. After the recent success in France a few weeks ago, the Company now appears to be making progress in the American market as well. Hydrofuel Technologies, based in the US state of Texas, has placed an order with dynaCERT for various products – a total of 100 units – featuring HydraGEN technology. A down payment has already been made, and the first 25 units are being delivered by dynaCERT.

In addition, both companies have agreed on a distribution partnership. Hydrofuel Technologies will offer dynaCERT products in both Texas and Mexico. Hydrofuel CEO Francisco Bricio sees great potential: "Mexico ranks seventh globally in terms of the number of trucks in operation and ninth in terms of diesel truck production. It therefore makes perfect sense to introduce a much-needed technology like dynaCERT's HydraGEN™ to this market."

This suggests that dynaCERT's products are a perfect fit for the region: The core product, HydraGEN™, is a hydrogen-based on-demand retrofit system. It improves diesel combustion, reduces fuel consumption, and lowers emissions. In addition, users of the technology receive emission certificates, which can generate additional revenue streams.

If further announcements of this kind follow, the stock could be in for a hot fall.

In an interview with Lyndsay Malchuk, dynaCERT's COO, Kevin Unrath, expressed confidence. Click here to the interview.

Rheinmetall: Analysts take a closer look at naval activities

In their latest update on Rheinmetall shares, analysts at mwb took a closer look at the prospects in the naval sector. The research firm reaffirms its "Buy" recommendation for the shares of Germany's largest defense contractor and sees the fair value at EUR 2,280. The study focuses on the possible acquisition of Naval Vessels Lürssen (NVL). The naval shipbuilder generates annual revenue of around EUR 1 billion and is one of Germany's leading shipyards alongside TKMS, which is about to go public. With NVL, Rheinmetall could become a full-service provider of naval platforms. This step would make strategic sense in order to benefit from the German naval plan. This plan envisages ordering numerous new frigates, corvettes, submarines, and unmanned systems through 2035.

With NVL, Rheinmetall could benefit from decades of experience with more than 1,000 ships delivered to 50 countries. Financially, mwb expects a certain dilution of margins, but at the same time sees more stable and better plannable revenues: shipbuilding programs run for more than ten years, maintenance and service often for several decades. This would allow Rheinmetall to diversify its growth and reduce its cyclical dependence. However, there may be a takeover battle for NVL. This is because competitor TKMS is also said to be interested in buying NVL in the run-up to the planned IPO. From the perspective of mwb analysts, the transaction would be a strategically important milestone for Rheinmetall, supporting its long-term investment story.

SMA Solar after profit warning: Analysts see no buying opportunity

The investment story at SMA Solar suffered a significant setback on Monday evening. The inverter specialist announced that the expected revenue development for 2025 and subsequent years in the Home & Business Solutions division has deteriorated significantly. Among other things, this will lead to special write-downs and necessitate restructuring measures. The forecast one-time expenses amount to up to EUR 220 million. SMA will therefore slip into the red in the current fiscal year and achieve EBITDA of between EUR -80 million and EUR -30 million (previous EBITDA guidance: EUR 70 million to EUR 80 million). Shareholders reacted on Tuesday, sending the share price plummeting by over 20%.

Analysts have since responded to the announcement. Unsurprisingly, there is no praise from the experts. Jefferies has reaffirmed its "Underperform" rating and considers the current price of around EUR 16 to be appropriate. In view of the announcement, the consensus estimates are too high, so price targets are likely to be reduced in the coming days. DZ Bank sees even further price declines. Analysts have reduced their price target for SMA Solar shares from EUR 14 to EUR 13 and recommend selling.

dynaCERT is making noticeable progress in sales. If this continues, the stock could be in for a hot fall. SMA Solar has run out of steam for now. Even at the lower price level, a buy is not an obvious choice. Rheinmetall is simply a core investment in the defense sector.