Close menu




September 20th, 2023 | 07:45 CEST

Stocks for climate change: Nel ASA, Nordex, Klimat X Developments

  • renewableenergies
  • climatechange
  • recycling
Photo credits: Ørsted

While climate activists face criticism for their actions at the Brandenburg Gate, the fight against climate change is gaining momentum with stock market investors. For the courageous, there are always exciting opportunities to enter the market. But there are also problem children. Nel ASA has caused little joy among shareholders in recent months. Can the hydrogen pureplay now herald a turnaround? Nordex is also currently working on a turnaround. With success? Those who entered and exited both stocks early enough could reap significant profits. Such an opportunity could still be ahead for newcomer Klimat X Developments. The specialist in CO2 certificates expects the market to increase tenfold within a few years. So, is it time to invest now?

time to read: 4 minutes | Author: Fabian Lorenz
ISIN: NEL ASA NK-_20 | NO0010081235 , NORDEX SE O.N. | DE000A0D6554 , KLIMAT X DEVELOPMENTS INC | CA49863L1067

Table of contents:


    Klimat X: Exciting business model and great opportunity for investors

    Klimat X Developments combines several exciting and enormously important topics: Fighting climate change, sustainable agriculture and economic support for remote regions. And, of course, this should also generate an attractive return. This mix aptly describes the business model of the Canadian specialist for CO2 certificates. On the other hand, the run on CO2 certificates has only just begun. The demand from companies that want to become climate-neutral already clearly exceeds the supply. According to a study by Shell and Boston Consulting, the market volume could increase eightfold by 2030. This should mean that Klimat X and the entire industry are facing golden times. In an Interview with Kapitalerhöhungen.de, Klimat X CEO James Tansey even considers a tenfold increase possible and explains the Company's strategy in detail.

    So, what is Klimat X's business model? The main business area is the protection of forests and mangroves from deforestation. If this has unfortunately already happened, they are reforested. The CO2 certificates thus continuously generated are then sold to companies all over the world. As a side income, agriculture can come into play. For example, Klimat X not only protects forests in Guyana but also produces coconut water. This generates additional income and creates jobs in a region where every new job helps the population. The project has already made waves, and now, at the urging of the local government, something similar is to be established in Sierra Leone. The Canadians are also active in Mexico.

    On the stock market, the young company is only valued at around CAD 10 million. Interestingly, even the management participated in the latest capital increase. Due to the exciting business model and the prospects for CO2 certificates, investors could position themselves at an early stage. The full CEO interview can be found here. It is worth a read.

    Nel: New impetus?

    Nel demonstrates the opportunities that innovative companies in growth markets can offer. Those who got in early and exited at the right time saw their capital increase up to tenfold. However, the Company and the shares are currently facing challenges. While revenue growth has finally improved this year, Nel is still struggling to reduce its losses. The chart is also severely battered. The stock can hold above the NOK 10 level, but woe betide if it falls below this support level.

    Support for Nel, Plug Power & Co. continues to come from the political side. Hydrogen is being promoted worldwide for the energy mix of the future. But more is needed. Analysts are also somewhat skeptical at present. According to marketscreener.com, 10 experts recommend buying or increasing the Nel share. In contrast, 12 analysts recommend selling or, at most, holding the share. For a growth stock, this is a negative ratio, as analysts are traditionally more positive. The share could receive new impetus from the Q3 figures. However, these are not scheduled until October 25.

    Nordex with success in Spain

    There were new impulses at Nordex last week. The wind turbine manufacturer landed an order from BayWa, which comprises 24 turbines of the type N163/5.X of the Delta4000 series. It is to be delivered to a wind farm in Spain. In addition, Nordex will be responsible for the maintenance of the turbines over the next 25 years.

    The wind farm is being built by BayWa and its Spanish partner CEAR near Zaragoza. Nordex will install the turbines with a total capacity of 5.9 MW from summer 2024. The completion is then scheduled to take place in the spring of 2025. Nordex CEO Patxi Landa: "We thank BayWa for their confidence in our technology, and after recently securing projects in Scotland and France, we can now further advance the energy transition in Spain in partnership with BayWa." Nordex claims to have 3.18 GW of turbines in operation in Spain to date.

    Steve Packwood, Regional Director Wind Projects EMEA at BayWa r.e.: "We are delighted to realize this milestone together with our long-standing partner Nordex in one of the most important markets for the energy transition in Europe. Large wind farms like Rueda Sur are essential in achieving climate targets. They are important drivers for the further development of rural regions, sustainable change and job creation in the country."


    The fight against climate change offers enormous opportunities for shareholders, and timing is crucial. In the case of CO2 certificates, one cannot yet speak of a hype, which is a good thing. This means the brave can get in early with Klimat X before the topic gains momentum. At Nel, the feared capital increase is putting pressure on the share. Clarity would help here. As for Nordex, there is currently no reason to buy. Although the Company regularly wins orders, it is too small by international standards.


    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.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and the like on news.financial. These contents are exclusively for the information of the readers and do not represent any call to action or recommendations, neither explicitly nor implicitly they are to be understood as an assurance of possible price developments. The contents do not replace individual expert investment advice and do not constitute an offer to sell the discussed share(s) or other financial instruments, nor an invitation to buy or sell such.

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

    The acquisition of financial instruments involves high risks, which can lead to the total loss of the invested capital. The information published by Apaton Finance GmbH and its authors is based on careful research. Nevertheless, no liability is assumed for financial losses or a content-related guarantee for the topicality, correctness, appropriateness and completeness of the content provided here. Please also note our Terms of use.


    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



    Related comments:

    Commented by Fabian Lorenz on May 16th, 2024 | 08:00 CEST

    Share price shock at Siemens Energy! What are BioNTech and Cardiol Therapeutics doing?

    • Biotechnology
    • Pharma
    • renewableenergies

    The Siemens Energy share has been one of the surprises of recent months. It has more than doubled since the beginning of the year. Is a crash now imminent? Yes, if you believe Bernstein. Their analysts are shocking us with a horror price target. The Cardiol Therapeutics share performed even better than Siemens Energy in 2024. Despite the 150% rally, analysts see upside potential for the cardiovascular disease specialist. Things will get really exciting at the beginning of June when new study results are due. BioNTech, on the other hand, is currently failing to convince analysts. Reactions to the latest quarterly figures were modest.

    Read

    Commented by André Will-Laudien on May 16th, 2024 | 07:00 CEST

    Attention: Here we go! Hydrogen and uranium on the rise: Plug Power, Nel ASA, Kraken Energy and Siemens Energy in focus

    • Mining
    • Uranium
    • Hydrogen
    • renewableenergies
    • Energy

    It has finally happened! After months of sell-offs in hydrogen shares, there was a sigh of relief across the sector the day before yesterday. The reason: industry leader Plug Power received a government guarantee of USD 1.66 billion as backing for the construction of six-megawatt sites nationwide to create an initial hydrogen infrastructure. The Department of Energy (DOE) is thus demonstrating that the US is serious about investing in alternative energies. The decision boosted the entire energy sector, with uranium also continuing its recent upward trend. Where do the opportunities lie for investors?

    Read

    Commented by Juliane Zielonka on May 16th, 2024 | 06:45 CEST

    Saturn Oil + Gas, RWE, thyssenkrupp - Full speed ahead in energy and heavy industry

    • Mining
    • Oil
    • Gas
    • renewableenergies

    The oil and gas industry has evolved significantly thanks to technological developments. The Canadian energy company Saturn Oil & Gas has already completed four successful wells in southeast Missouri, USA, in the first quarter of 2024, with promising results. Further strategic investments, such as the acquisition of assets and financing commitments, strengthen Saturn Oil & Gas as an industry leader. RWE reports positive quarterly results. Despite lower earnings in the 'Flexible Generation' segment, the Company is optimistic due to the expansion of renewable energy projects. Thyssenkrupp reported stable results in the second quarter, although order intake and sales were down compared to the previous year. CEO Miguel López emphasizes the progress made in Marine Systems. Despite challenges, thyssenkrupp is sticking to its forecasts. Where is an investment worthwhile?

    Read