Menu

Recent Interviews

Heye Daun, President and CEO, Osino Resources Corp.

Heye Daun
President and CEO | Osino Resources Corp.
Suite 810 – 789 West Pender Street, V6C 1H2 Vancouver (CAN)

jbecker@osinoresources.com

Interview Osino Resources: "The market has not yet realized how fast we are advancing Twin Hills."


Bradley Rourke, President, CEO and Director, Scottie Resources Corp.

Bradley Rourke
President, CEO and Director | Scottie Resources Corp.
905 - 1111 West Hastings Street, V6E 2J3 Vancouver (CAN)

info@scottieresources.com

+1 250-877-9902

Interview Scottie Resources: Exciting Story in the Golden Triangle


Jerre Foo, Corporate Development Executive, Silkroad Nickel

Jerre Foo
Corporate Development Executive | Silkroad Nickel
50 Armenian Street #03-04, 179938 Singapore (SGP)

enquiries@silkroadnickel.com

+65 6327 8971

Silkroad Nickel: 'The course is set for dynamic profit growth.'


05. March 2021 | 10:04 CET

The best hydrogen stocks! Plug Power, Ballard Power, Nel ASA, dynaCERT

  • Hydrogen
Photo credits: pixabay.com

Things are getting exciting in the hydrogen sector. For the past 3 weeks, the question has no longer been where the upward trend will take us; instead, we are primarily interested in how robust a business model is to survive a major stock market correction. Markdowns of a good 30-40% have been made across the industry so far - given price increases of up to 2000%; it is a piece of cake when you calculate from the bottom up. However, some investors have entered the market at the highest prices - unfortunately, that's how mean stock market life is - the last one to bite is the dog. Today, we look at the business models of well-known hydrogen protagonists and go in search of the lost fuel for higher quotations.

time to read: 4 minutes by André Will-Laudien


Jim Payne, CEO, dynaCERT Inc.
"[...] We are committed to stay as the number one Canadian and global leader in the Hydrogen-On-Demand diesel technology [...]" Jim Payne, CEO, dynaCERT Inc.

Full interview

 

Author

André Will-Laudien

Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

About the author


Plug Power - The high is defined for now

Plug Power Inc. is an alternative energy technology provider focused on developing and commercializing hydrogen-based fuel cell propulsion systems primarily for industrial applications. The Company equips mostly off-road commercial vehicles and stationary drive systems. The PEM fuel cell product lines offer comprehensive customer solutions for converting material handling vehicles to the new fuel cell drive system.

Plug Power's shares have impressively demonstrated the fact that the law of gravity can rarely be defied. On January 7, it went up with a considerable gap. At the end of January, the price flew up to USD 73.50, and then it was over for the time being. In February, the crash then began to yesterday's level of USD 38.2 - a 49% drop.

If one goes on the fundamental search, you will not find what you are looking for, just as one searched for the reasons for the euphoria in the upward trend. The keyword "hype" is appropriate; it comes and goes without announcement or warning; who flies along usually needs a parachute or a well-defined exit strategy. Many investors did not have this, as can be seen from the sales trend, with enormous turnovers upward - with only 30% of the turnovers downward, i.e. the losses slumber in the depots of ignorant ones, the knowing ones sold long ago.

If no further hype breaks out, the price target derived from the chart is approx. USD 20.00 - even then, Plug Power still has a P/E ratio of 20. One needs to disconnect from the thought that the zone around USD 70.00 could be reached again in the foreseeable future. The reality will be between USD 55.00 and 20.00, so one needs to find a sustainable strategy.

Ballard Power - Futuristic buses with ADL

Ballard Power has successfully completed the capital increase announced on February 10, placing 14.87 million common shares at a price of USD 37.00. As a result, the Canadian fuel cell manufacturer will receive gross proceeds of USD 550 million. Good who can approach the capital market these days - such valuations call for fresh capital raising.

Ballard Power intends to use the net proceeds from the offering to strengthen the Company further and flex its growth strategy. This includes product innovation, investment in production capacity expansion, future acquisitions, strategic partnerships and investments in new businesses.

Meanwhile, Ballard is reporting good progress from its large Genset business. With fuel cell systems from Ballard and the electric drive system from Voith, the British bus manufacturer ADL plans to launch a new hydrogen double-decker before the end of this year. According to the manufacturer, the range of the emission-free bus with the meaningful project name H2.0 will be the equivalent of around 480 kilometers. Good news for the stumbling Ballard share, which like its industry peers, has already lost more than 30% of its top.

NEL ASA - Capital increase accomplished for the time being

Everyone wants to be the first now. Nel ASA also carried out a capital increase last week. Berenberg Bank took the successful private placement as an opportunity to publish a new study - which shareholders will undoubtedly like to hear. The analysts increase their price target to NOK 33, around EUR 3.23 and maintain their 'Buy' rating. Interestingly the Nel price had already climbed to the EUR 3.40 mark in January and has now corrected to EUR 2.40.

On February 24, Nel confirmed that it had carried out a capital increase of around EUR 120 million. The proceeds are to be used for larger projects, a higher project volume, and strategic opportunities. Industry experts believe that Nel is still well positioned to take a leading role in the growing hydrogen industry. For this reason, the massive investments are justifiable but will still result in negative EBITDA in 2021.

No doubt, Nel has a solid balance sheet, strengthened further by the recent capital increase. At the accompanying Capital Markets Day, Nel pointed to a strong pipeline and the associated high investments, which is why a full cash box is needed. Investors who were short in the share should take advantage of the expiring correction in the next few weeks and find a re-entry at EUR 1.90 - 2.20.

dynaCERT - A nerve-saving alternative with potential

In the slipstream of the big billion-dollar hype around the hydrogen blockbusters, the Canadian dynaCERT is developing quite solidly. The set milestones are well under control. The solidly financed Company is developing an auxiliary device for combustion optimization with hydrogen, especially for heavy-duty diesel vehicles. It has been extremely successful with logistics companies.
Numerous R&D experts at dynaCERT are eager to expand their leadership role in Canada's new hydrogen economy while working with other high-level industry leaders such as Martin Technologies to bring current expertise in this technology further to the application level. There is a great need for clean technologies worldwide. Each solution must be seen as a climate building block and complement local and international sustainability programs. dynaCERT is one of these technology drivers with an application that delivers measurable savings.

In Martin's case, this involves a collaboration agreement that will further move the technical aspects of dynaCERT's existing HydraGEN technology into the industrial track for use in the original equipment market; this is the next step in growth this year.
The dynaCERT share price has weathered the storm in the hydrogen space and is trading back at the level it was at the beginning of January 2021. It should be noted that the stock has nearly tripled in value since March 2020. Currently, the share is quoted at around CAD 0.60 - so use the consolidation to get back in because the story is developing steadily forward.


Author

André Will-Laudien

Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

About the author



Conflict of interest & risk note

In accordance with §34b WpHG we would like to point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH may hold long or short positions in the aforementioned companies and that there may therefore be a conflict of interest. Apaton Finance GmbH may have a paid contractual relationship with the company, which is reported on in the context of the Apaton Finance GmbH Internet offer as well as in the social media, on partner sites or in e-mail messages. Further details can be found in our Conflict of Interest & Risk Disclosure.


Related comments:

12. May 2021 | 10:59 CET | by Stefan Feulner

Nel Asa, dynaCert, Nikola - Hydrogen: The sell-off threatens!

  • Hydrogen

Alongside electromobility, hydrogen was undoubtedly the boom topic of the stock market year 2020. Driven by the global efforts of an energy turnaround, investors paid insane valuations for industry giants such as Ballard Power, FuelCell or Nel ASA. Since the end of January, however, a painful correction has set in, which has accelerated in recent days. Several stocks are threatening to fall below their long-term uptrends. Will another sell-off follow, or will the turnaround come now?

Read

07. May 2021 | 15:24 CET | by Nico Popp

Volkswagen, Daimler, dynaCERT: Which share can increase fivefold?

  • Hydrogen

The mobile future is electric. But how sustainable is that? Millions of vehicles with combustion engines are intact and doing their job - whether for the daily commute or as a "family car" for occasional shopping trips or outings. Cars needed for infrequent but long journeys, or cars generally only used very rarely, are too good for the scrap yard from an economic and ecological perspective. A company from Canada offers a solution for this. We analyze where the opportunities for investors are greatest.

Read

21. April 2021 | 09:17 CET | by Carsten Mainitz

Verbio, dynaCERT, Total - Which fuel share ignites the price turbo?

  • Hydrogen

Bioethanol, hydrogen, conventional oil & gas. Three different types of combustion fuels, all of which have their reason for being, but also their advantages and disadvantages. Oil & gas have enabled the world to industrialize, but what does the future look like in the face of finite resources and climate change? Bioethanol is a sustainable alternative, but how will relevant quantities be produced in the face of limited arable land and an ever-growing world population? Is hydrogen the solution to all our problems? But where will the enormous amounts of energy needed to produce it come from? Will it ultimately come down to a mix? Which companies will come out on top in the end?

Read