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Hydrogen

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Commented by Armin Schulz on July 17th, 2024 | 07:45 CEST

Nel ASA, dynaCERT, Plug Power - Hydrogen: Multiplier or downfall?

  • Hydrogen
  • greenhydrogen
  • renewableenergies
  • Electromobility

Hydrogen technology could not only revolutionize the future of energy but also offer significant opportunities for investors. Hydrogen stocks are currently in the spotlight and promise potentially high returns. Companies specializing in the production, storage, and distribution of hydrogen could be among the big winners of the energy transition. Many of these companies are still in the early stages of development, which means high growth opportunities but also entails corresponding risks. The question is: Can you get multipliers in your portfolio with hydrogen companies, or is there a risk of total loss? We look at three companies aiming to make money with hydrogen.

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Commented by Armin Schulz on July 16th, 2024 | 07:30 CEST

Daimler Truck, First Hydrogen, Nikola - Green logistics companies in focus

  • Hydrogen
  • greenhydrogen
  • Logistics
  • Trucks
  • Electromobility

With the aim of promoting greener technologies and meeting legal requirements, logistics companies are faced with the choice between electric and hydrogen drives for the future. Many countries have introduced strict emissions regulations to reduce CO2 emissions and minimize the use of fossil fuels. While electric drives impress with their high energy efficiency and low operating costs, hydrogen drives score points with their fast refueling and long range. We have picked out three companies, some of which are pursuing different approaches, and take a look at their current situation.

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Commented by Juliane Zielonka on July 12th, 2024 | 06:30 CEST

First Hydrogen, Delivery Hero, Porsche - New markets, new challenges, and optimistic analysts

  • Hydrogen
  • Fuelcells
  • Electromobility
  • renewableenergies
  • Retail

The markets are on the move. Delivery Hero is charging its B2B customers in South Korea to pay more to cushion a potential fine of three million euros. While food is delivered by bicycle in urban areas, there are numerous delivery services that deliver goods to their customers by van. Whether Amazon, Hermes, or DHL, innovations are urgently needed here, as purely electric vehicles can usually only handle short distances. First Hydrogen could be the answer. The Company is developing emission-free vehicles for logistics that can cover 630 km on a single fuel tank. First Hydrogen is thus positioning itself as an innovative player in the still-young hydrogen market. Porsche, on the other hand, is struggling with declining sales figures, particularly in China. However, analysts remain optimistic, thanks to a positive margin trend and another decisive factor.

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Commented by Juliane Zielonka on July 11th, 2024 | 06:30 CEST

dynaCERT, Volkswagen, Siemens Energy - Growth drivers in renewable energy: Who is leading?

  • Hydrogen
  • renewableenergies
  • Energy
  • Electromobility

In the hydrogen business, countries are providing government incentives to further promote this innovative technology. For instance, the US Department of Energy is providing around USD 750 million for 52 projects in 24 states. The goal is clear: to make clean hydrogen affordable and to gain international leadership in this sector. The Canadian company dynaCERT has developed an emission-reducing technology to retrofit conventional diesel engines to make them emission-free. This bridging technology combines the best of both worlds: the efficiency of diesel engines and the retrofittable and switchable CO₂-reducing drive form. The engine itself remains untouched in its functionality. One reason for the slow progress of large-scale hydrogen projects is the still lacking infrastructure. Siemens Energy can look forward to significant growth in its Grid Technologies division. Volkswagen, on the other hand, is learning that subsidies are not always advantageous, particularly regarding electric vehicles. The plant in Brussels is on the brink of collapse. And then there is a multi-million-dollar compensation claim from a completely different sector.

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Commented by André Will-Laudien on July 4th, 2024 | 07:45 CEST

20,180 in the NASDAQ 100, the next record high is within reach! Breakout also at TUI, Saturn Oil + Gas, Lufthansa and dynaCERT

  • Mining
  • Oil
  • Travel
  • Hydrogen

Sometimes, it takes a little longer, but sometimes, it happens without one even noticing. The travel stocks on the share price list are heading for a fully booked summer season, and debts have long since been repaid. Nevertheless, the mood is depressed - why is that? Saturn Oil & Gas has already made its third acquisition, and the share price is still moving sideways at a P/E ratio of 1.5! And the share price of dynaCERT, the long-criticized Canadian provider of hydrogen add-on devices for optimizing diesel combustion, for almost a year has bobbed between CAD 0.12 and CAD 0.15 - yesterday, it peaked at CAD 0.29, a premium of nearly 100% for loyal shareholders. Now, a detailed analysis is needed.

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Commented by André Will-Laudien on July 3rd, 2024 | 07:15 CEST

100% possible with hydrogen! Keep an eye on Plug Power, Nel, First Hydrogen, nucera, and Cavendish

  • Hydrogen
  • renewableenergies
  • greenhydrogen

Football is the dominant topic at the moment. Even in ancient Rome, bread and circuses worked quite well to distract the people from the essentials. Investors should pay attention to the progress made in the hydrogen sector. Cavendish shares have brought new momentum to a sector that has been badly beaten up since 2021. Can the Nel subsidiary initiate a change in sentiment? We analyze the situation like Ronaldo at the penalty spot. But it should definitely go in!

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Commented by Fabian Lorenz on July 3rd, 2024 | 07:00 CEST

Nel and Plug Power at the end? New hydrogen favourites like dynaCERT share?

  • Hydrogen
  • GreenTech
  • renewableenergies

Are Nel and Plug Power at the end? In any case, the latest company reports from the former hydrogen high-flyers are no longer causing share prices to soar. Investors have been disappointed too often, and both are still worth billions on the stock market. It is undisputed that hydrogen will play an important role in the energy mix of the future. But it may be time for new favourites such as the German Nucera and dynaCERT. The latter is currently strengthening its team with a former German Daimler manager and has reported another order. The Company does not want to reinvent the wheel but to reduce emissions from diesel vehicles. This seems to be easier to achieve in practice than the mega-projects of Nel & Co.

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Commented by André Will-Laudien on June 27th, 2024 | 06:45 CEST

Hydrogen 3.0 - Is it turning now? Nel ASA, Cavendish, dynaCERT, SMA, and Plug Power in focus!

  • Hydrogen
  • Defense
  • hightech
  • renewableenergies
  • Solar

Summer slump? Not at all! Artificial intelligence, high-tech, and armaments remain in upward mode; even a sharp correction at Airbus is not shaking the markets. There are currently increasing rumours that China and Japan could have problems with their financial systems. In China it is the collapsing real estate market, in Japan it is trillions of YEN invested in foreign bond markets and refinanced with negative interest rates. However, the era of zero interest rates is over, and persistent inflation is not subsiding as expected. This pushes the risk parameters through the roof and requires banks to have higher capital backing. Exciting times! In the hydrogen sector, all eyes are on the newcomer Cavendish. Will this be a jolt for the struggling sector?

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Commented by Fabian Lorenz on June 19th, 2024 | 07:00 CEST

Insider alert at Rheinmetall and Thyssenkrupp Nucera! Is First Hydrogen better than Nel?

  • Hydrogen
  • GreenTech
  • Defense
  • renewableenergies

Insiders are taking action after the Rheinmetall share slipped below the EUR 500 mark in the past few days. Following share purchases last week, more board members ordered shares at the start of this week. And there is also positive news on the operational side. There is also an insider alert at Thyssekrupp Nucera. Can the German hydrogen share stop the downward trend? And should First Hydrogen be preferred over Nel? There are good reasons for this. The Canadians' hydrogen commercial vehicle has now also impressed Amazon in practical tests. The news has gone under the radar in the current negative industry environment. This presents a buying opportunity, as EUR 500 million in annual revenue potential is offset by a EUR 30 million market capitalization.

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Commented by Armin Schulz on June 17th, 2024 | 06:30 CEST

BioNTech, dynaCERT, Plug Power - A single piece of news can change everything

  • Hydrogen
  • greenhydrogen
  • Biotechnology

Share prices are characterized by their high volatility and can undergo significant changes in a short space of time. Often, just one piece of company news can completely change investor confidence. Shares that were previously under selling pressure and were avoided can suddenly become very popular and experience considerable price increases. Examples include Lufthansa, whose share price rose significantly with the end of the COVID-19 pandemic. Market sentiment can turn quickly when negative factors disappear. A single piece of positive company news can prompt investors to become more involved again, significantly increasing demand and, consequently, the share price. We have identified three potential turnaround candidates.

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