June 25th, 2025 | 07:05 CEST
The economy is becoming sustainable – and the stock market is delighted: dynaCERT, Siemens, Shell
ESG criteria have become established across all industries. The prevailing principle in today's business world is that even producers of fossil energy must take action to become more sustainable. This principle is known as "Best-in-Class" and ensures that every industry makes the most of its opportunities to move toward greater sustainability. We present three exciting sustainable business models - Shell, Siemens, and dynaCERT - and explain where opportunities may lie for investors.
time to read: 3 minutes
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Author:
Nico Popp
ISIN:
DYNACERT INC. | CA26780A1084 , SIEMENS AG NA O.N. | DE0007236101 , Shell PLC | GB00BP6MXD84
Table of contents:
Author
Nico Popp
At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.
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Even Shell aims to become climate-neutral
It has been clear for many years that oil company Shell needs a sustainability strategy. More than ten years ago, Shell was a prime example of the risks associated with oil production. The accident on an oil platform kept the media in suspense. Shell was considered severely damaged – billions in compensation payments were in the air. And today? Shell is pursuing its "Performance, Discipline, Simplification" strategy and is focusing more on LNG growth while investing in low-carbon energy solutions. The Company plans to increase LNG revenue by 4 to 5% annually by 2030, while oil production is to remain stable at 1.4 million barrels per day. Between 2023 and 2025 alone, the energy company invested USD 10 to 15 billion in low-carbon energy solutions. A flagship project is Holland Hydrogen I, Europe's largest renewable hydrogen plant with a capacity of 200 MW, which is expected to produce 60,000 kg of green hydrogen per day. Shell aims to become climate-neutral by 2050.
dynaCERT: Transition technology for heavy machinery
Canadian company dynaCERT also aims to benefit from the shift of many traditional industrial companies toward hydrogen. The pioneers of conversion kits for diesel engines have long identified heavy machinery as a key growth market. dynaCERT owns the patented HydraGEN™ technology, which uses small injections of hydrogen into the combustion process of diesel engines to reduce diesel consumption and, at the same time, pollutant and greenhouse gas emissions. Using their telematics solution, HydraLytica™, companies can even document their savings and convert them into CO2 certificates. dynaCERT has been certified under Verra's Carbon Credit Methodology.**
There are still millions of vehicles and machines powered by diesel. Especially in times when investments are difficult, dynaCERT's transition technology can leverage ESG potential and give proven machines and vehicles a longer service life. Heavy machinery, in particular, which has often been integrated into operational processes for many years and proven its reliability, can be operated longer thanks to dynaCERT. In recent years, the Company has increasingly reached out to industrial clients. dynaCERT even established a branch in Germany and is now competing for customers there. The analysts at GBC have issued a "Buy" recommendation for the stock, with an ambitious price target of CAD 0.75. GBC forecasts revenues of CAD 21 million for 2025, representing significant growth. For 2026, they expect an operating result (EBITDA) of CAD 4.79 million. If this happens, it would mark a turning point for the Company, which has been working toward this breakthrough for some time.
Siemens: Digitalization and sustainability
Siemens proves that it can be well worth building bridges between old and new industries through innovative technology and digitalization. A central component of its strategy for the future is industrial AI. At Automate 2025, Siemens announced an expansion of its Industrial AI offerings with advanced AI agents that are expected to enable productivity increases of up to 50% for industrial companies. Sustainability will not be neglected in this development – the Company has set itself the goal of becoming climate-neutral by 2030. In the second quarter of fiscal 2025, Siemens achieved strong results: Revenue rose by 3% to EUR 18.4 billion, while order intake increased significantly. The Smart Infrastructure business segment, which is important for the Company's ESG requirements, is expected to grow between 6% and 9% in fiscal 2025.
When could this stock surprise?
The Siemens share climbed by 14.2% in the last six months and could show renewed momentum beyond the EUR 220 mark. Shell shares, on the other hand, have suffered a setback – the temporary ceasefire in the Middle East has abruptly halted the upward momentum of the shares. Shell's sustainability fantasy has not yet had an impact on the share price. The situation is similar for growth stock dynaCERT, whose share price has lost around 25% over the past six months. However, given its small market capitalization of just around EUR 40 million, a surprise is always in the air with dynaCERT: should major orders or a comprehensive partnership with an industrial company materialize, the stock will likely face a revaluation.
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.
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