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June 12th, 2024 | 07:00 CEST

Shock at Plug Power! Thyssenkrupp Nucera and Altech Advanced Materials with up to 100% upside potential!

  • Batteries
  • Hydrogen
  • Innovations
Photo credits: Nordex SE

Alarm at Plug Power. After the price jump in May, the share has gone into reverse again and lost 10% of its value in just a few days. Financing worth billions for the struggling hydrogen pioneer is uncertain, bringing the Company's potential insolvency back into the focus of investors. German hydrogen hopeful Thyssenkrupp Nucera received positive analyst comments. Could the share perhaps even double in value? And what is Altech Advanced Materials doing? The shares of the German battery hopeful have bottomed out and may offer an entry opportunity. The market potential for Altech is huge.

time to read: 4 minutes | Author: Fabian Lorenz
ISIN: THYSSENKRUPP AG O.N. | DE0007500001 , Altech Advanced Materials AG | DE000A31C3Y4 , PLUG POWER INC. DL-_01 | US72919P2020

Table of contents:

    Uwe Ahrens, Direktor, Altech Advanced Materials AG
    "[...] Silumina Anodes® is a ceramic-coated graphite/silicon anode composite material that we plan to produce in Schwarze Pumpe, Saxony. Here, we aim to supply manufacturers of batteries for e-cars with an application-ready drop-in technology that is low-cost, high-performance and safe. [...]" Uwe Ahrens, Direktor, Altech Advanced Materials AG

    Full interview


    Altech Advanced Materials: Technology with billion-dollar potential

    Despite a convincing feasibility study, Altech Advanced Materials has recently been quiet on the capital market. This could be an opportunity for investors, as the Company is working on next-generation battery technology in Germany. They have financially and technologically strong partners on board, including the parent company and Fraunhofer. Like so many shares in the renewable energy sector, the Altech share is struggling this year. However, the share seems to have found a bottom between EUR 5 and EUR 6.

    Fundamentally, the situation at Altech Advanced Materials has continued to improve since the highs of over EUR 15 last year. The Company is working flat out on new technologies for the success of electromobility and the energy transition. In the field of batteries, the Company intends to offer coated silicon (project: Silumina Anodes) in the future and thus significantly improve the performance of electric vehicles. A pilot plant has been set up in Saxony, letters of intent for the supply of battery material to vehicle and battery manufacturers have been signed and a large production plant is being planned based on a convincing feasibility study.

    A potentially even larger project is the development of solid-state batteries for grid storage solutions. Prototypes of the CERENERGY® battery cells have been running successfully for years. The innovative battery consists of common salt, ceramic and nickel and is therefore free of critical raw materials. Initially, Altech intends to focus on supplying energy grid operators and large solar and wind parks. Because of their performance and safety, CERENERGY® batteries are perhaps the decisive building block for a successful energy transition. Every year, the Federal Network Agency spends billions on unused renewable energy. Altech aims to change this. Once the financing of the planned factory has been clarified, the share price should start to rise again.

    Plug Power: The spectre of insolvency returns?

    Plug Power is currently facing very different financing concerns. The operating business is highly loss-making. For this reason, the US company had already questioned its own survival in a quarterly report at the end of last year. After a brief uproar, the issue was set aside by shareholders, partly because Plug Power is to receive billions in financing from the US government. However, this has been shaky since last week.

    A senator from the Republican camp has asked a governmental supervisory authority to review the planned financing of almost USD 1.7 billion for the hydrogen pioneer, citing possible conflicts of interest and risks for US taxpayers. Specifically, the commitments to Plug Power are loan guarantees for the construction of up to six hydrogen production plants. The announcement of this government aid caused a jump in the share price at the time and ended the downward trend in Plug Power's share price. Now shareholders have to worry again. Whether there is any truth to the allegations or whether it is just a case of disruptive fire in the run-up to the US election campaign is difficult to assess and remains to be seen.

    Thyssenkrupp Nucera: 100% upside potential?

    Shares in Thyssenkrupp Nucera have lost almost 20% in the past 4 weeks alone and are now trading at just over EUR 10. This illustrates the challenging situation in the sector, as there have been no negative surprises at the German hydrogen hopeful in operational terms. However, even positive analyst comments are currently unable to give the share any positive impetus.

    Bernstein Research has confirmed its "Outperform" rating for Thyssenkrupp Nucera shares. As part of the gas and hydrogen package, the EU Commission wants to increase transparency in the hydrogen market. This should stimulate the market and lead to more orders for Nucera. Bernstein Research considers the share to be fairly valued at EUR 21. To achieve this, the share price would need to double. RBC has slightly reduced its price target for the Thyssenkrupp Nucera share, but only from EUR 21 to EUR 20. In the analysts' view, the Company's planned growth is based on a secure financial foundation.

    Although not directly impacting the stock price, this is a nice story in passing: Thyssenkrupp Nucera has been included in the TIME100 Most Influential Companies 2024 list. The German company was selected by the prestigious US publication for its groundbreaking advances in high-efficiency electrolysers for industrial-scale manufacturing and innovative electrode coatings. "At thyssenkrupp Nucera, our electrolysis technology enables companies to successfully implement their decarbonization strategy and thus make an important contribution to CO2 reduction. Being named one of the TIME100 Most Influential Companies confirms and motivates us to further optimize our technology," said Dr. Werner Ponikwar, CEO of Thyssenkrupp Nucera.

    The time for shares in the renewable energy sector will come again. The world's hunger for energy remains high, as does the need for clean sources. Nucera is one of the solid companies in the hydrogen sector. There are some question marks over Plug Power and Nel. The potential for energy storage is huge and Altech is a major player in this field. If the Company progresses as well as it has so far, the share price should rise again.

    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.

    For this reason, there is a concrete conflict of interest.

    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

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    Der Autor

    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.

    About the author

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