Close menu




March 24th, 2021 | 07:26 CET

Siemens Energy, Enapter, ThyssenKrupp - hydrogen or battery? It doesn't matter! Why these companies will profit in any case!

  • Hydrogen
Photo credits: enapter.com

The strong fluctuations in the price of hydrogen shares are evidence of the current war of faith surrounding our planet's most common element, which is also the simplest in structure: one proton, one electron. Perfection can be so beautifully simple. And yet, it has the potential to change our society from the ground up - the sun shows us how. Admittedly, we are still at the beginning of this development. In the short term, the focus of the capital market is more on the element's practical applications. In this context, many investors are looking at the topic of mobility. What will prevail? Batteries? Hydrogen? One possible answer was recently given by the VW commercial vehicle holding Company Traton SE: a Solomonic "both." Batteries for long-distance traffic, hydrogen for buses, which cannot be recharged for long periods in between. But hydrogen is also of great importance for many other areas of application. That is why the worldwide demand for hydrogen as an energy carrier will increase massively in the next few years in any case. Aurora Energy Research foresees an eightfold increase in hydrogen demand to 2,500 TWh per year by 2050. This estimate corresponds to annual sales of more than EUR 120 billion. The following companies are likely to benefit from the boom quite independently of the development of electromobility.

time to read: 3 minutes | Author: Carsten Mainitz
ISIN: DE000ENER6Y0 , DE000A255G02 , DE0007500001

Table of contents:


    Siemens Energy - Does the DAX rise give the share wings?

    Since Monday, Siemens Energy has replaced the traditional Company Beiersdorf in the German leading index DAX. Those who had hoped that this would immediately lead to an upward movement of the previously rather weakening share price, for example, through re-buying index funds, were disappointed. The rise of the index had already been priced into the prices for a long time. As a result, the first trading day ended with a discount of around 4%.

    From a "hydrogen perspective," the share is nevertheless interesting. The Group recently signed a contract with the French Company Air Liquide to develop hydrogen projects such as an offshore wind power plant for hydrogen production. This is part of the Company's strategy to move away from the construction of coal-fired power plants and to focus on sustainable energy sources in the future. And this gives the Company a good chance of receiving funds from the EU's EUR 672.5 billion Corona aid package, at least 37% of which must go toward climate protection technologies and projects.

    As a thick ship in the German corporate landscape, the risks involved in investing in such a company should be manageable. The prospects for the future are good in any case, especially if Europe sticks to its goal of completely decarbonizing its industrial sector by 2050. The analysts also seem to see it this way and attest the share an average upside potential of around 23%.

    Enapter - Get ready for takeoff!

    Anyone in Germany who is seriously concerned with the topic of hydrogen will at some point come across the name Enapter. The Heidelberg-based startup has set itself the goal of making small-scale hydrogen production profitable. In doing so, the modular hydrogen generators (electrolysers) can be combined into larger units as needed. To increase profitability, the Company has dramatically improved the efficiency of the anion exchange membrane (AEM) technology that underlies its units and holds several international patents on it. After Enapter went public through a reverse IPO in mid-2020, the announcement of mass production of up to 100,000 hydrogen generators per year led to a share price explosion.

    In an annual report underwritten by Corona later, the share price has initially consolidated somewhat. Nevertheless, the Company is still on the right track. Enapter has just commissioned the East Westphalian construction specialist GOLDBECK to plan its campus in the climate community of Saerbeck in Münsterland. The first modules are to be manufactured here from the end of 2022, and full production with around 300 employees is scheduled to start during 2023.

    For the financing, Enapter recently carried out a capital increase of just under EUR 18 million at a price of EUR 22. The bank account should therefore be well filled at present. Risk-averse investors with an affinity for sustainable technologies currently have the opportunity to re-enter Enapter at a favorable price. The higher-than-anticipated order situation should be good for a renewed share price explosion if the Company proceeds according to plan.

    ThyssenKrupp - Hydrogen as a beacon of hope

    The corporate restructuring at ThyssenKrupp is progressing at a seven-league pace. Alongside green steel production, the hydrogen megatrend is also developing into an anchor of hope for chemical plant production. Uhde Chlorine Engineers, a chemical plant subsidiary held jointly with the Italian partner De Nora and currently the market leader in the production of electrolysis plants for Chlor-alkali production and recently on the Group's list for sale, will in future also be involved in the construction of hydrogen electrolysis plants.

    As one of its first successes, the Company secured an order to construct an 88-megawatt plant from the Canadian Company Hydro-Quebéc back in January. According to the Group, the division is to be spun off and made independent to be able to operate more independently in the future. Furthermore, an expansion of the equipment capacities from currently one gigawatt to five gigawatts per year in the future is also planned to achieve market leadership in this area.

    All these plans and developments are currently sending shareholders into raptures. The recent massive slump in some hydrogen stocks passed ThyssenKrupp by relatively unscathed. On the contrary, the stock gained an incredible 160% over the year. Nevertheless, there is still room for improvement. Analysts currently see an average target price of EUR 13.10. Anyone who wants to participate in the hydrogen boom but prefers to invest in an established company rather than a startup should take a closer look at ThyssenKrupp's stock.


    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 in the future hold shares or other financial instruments of the mentioned companies or will bet on rising or falling on rising or falling prices and therefore a conflict of interest may arise in the future. conflict of interest may arise in the future. The Relevant Persons reserve the shares or other financial instruments of the company at any time (hereinafter referred to as the company at any time (hereinafter referred to as a "Transaction"). "Transaction"). Transactions may under certain circumstances influence the respective price of the shares or other financial instruments of the of the Company.

    Furthermore, Apaton Finance GmbH reserves the right to enter into future relationships with the company or with third parties in relation to reports on the company. with regard to reports on the company, which are published within the scope of the Apaton Finance GmbH as well as in the social media, on partner sites or in e-mails, on partner sites or in e-mails. The above references to existing conflicts of interest apply apply to all types and forms of publication used by Apaton Finance GmbH uses for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and etc. on news.financial. These contents serve information for readers and does not constitute a call to action or recommendations, neither explicitly nor implicitly. implicitly, they are to be understood as an assurance of possible price be understood. The contents do not replace individual professional investment advice and do not constitute an offer to sell the share(s) offer to sell the share(s) or other financial instrument(s) in question, nor is it an nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but rather financial analysis, but rather journalistic or advertising texts. Readers or users who make investment decisions or carry out transactions on the basis decisions or transactions on the basis of the information provided here act completely at their own risk. There is no contractual relationship between between Apaton Finance GmbH and its readers or the users of its offers. users of its offers, as our information only refers to the company and not to the company, but not to the investment decision of the reader or user. or user.

    The acquisition of financial instruments entails high risks that can lead to the total loss of the capital invested. The information published by Apaton Finance GmbH and its authors are based on careful research on careful research, nevertheless no liability for financial losses financial losses or a content guarantee for topicality, correctness, adequacy and completeness of the contents offered here. contents offered here. Please also note our Terms of use.


    Der Autor

    Carsten Mainitz

    The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

    About the author



    Related comments:

    Commented by Juliane Zielonka on December 1st, 2022 | 13:09 CET

    First Hydrogen, Tesla, Volkswagen - Hydrogen or battery drive, who makes the race?

    • Hydrogen
    • Electromobility
    • GreenTech

    The German Federal Ministry of Research and Education has big plans: the natural gas network is to be converted as a supply structure for hydrogen so that Germany is well equipped for the future. The Canadian company First Hydrogen is betting on hydrogen propulsion, launching its first production facility in Quebec. A call for leadership is being heard regarding Elon Musk and his car company Tesla. It seems that a blue bird and the desire for freedom of expression are taking up so much of his time that the share price is wobbling. The competition is not sleeping: Volkswagen is currently number one in Europe with its EV models. Who will make the race?

    Read

    Commented by Fabian Lorenz on December 1st, 2022 | 11:55 CET

    Comeback stocks: Nel, Aurora Cannabis, Barrick Gold, Tocvan Ventures

    • Mining
    • Gold
    • Hydrogen
    • Cannabis

    Gold, cannabis and hydrogen could be among the top trends of the coming year - also on the stock market. Due to full order books, Nel could be poised for a comeback in 2023. At least sales are already secured until mid-2024. Now, all that is left is to cut the loss to reach analysts' price targets. Aurora Cannabis has largely completed its turnaround and is also hoping for legalization in Europe and the US. Driven by a strong gold price, mining stocks have already jumped. Now exploration companies should follow. Tocvan Ventures is one of them. And with the gold explorer, investors can look forward to a regular news flow in the coming year. Are the three candidates comeback stocks in 2023?

    Read

    Commented by André Will-Laudien on November 29th, 2022 | 11:10 CET

    Hydrogen from Qatar: Nel, Plug Power, dynaCERT and ThyssenKrupp, winners in H2 fever!

    • Hydrogen
    • greenhydrogen
    • GreenTech

    "The accelerated expansion of hydrogen supply chains is central to the transition to sustainable energy." Economics Minister Habeck welcomed the planned cooperation between German companies and Emirati producers of hydrogen. For this purpose, there is a new research cooperation between the Fraunhofer Institute and the Ministry of Energy of the United Arab Emirates. Of particular interest to Germany is the production, storage and delivery of green hydrogen to the EU. Whether the FIFA World Cup will help to deepen industrial relations in this field is not certain. But what is important is that hydrogen technology is finally gaining momentum worldwide. We take a look at the protagonists in the round-up for important investments.

    Read