Close menu




November 28th, 2023 | 06:45 CET

ThyssenKrupp Nucera, Altech Advanced Materials, JinkoSolar - Green returns in focus

  • GreenTech
  • Batteries
  • Technology
  • renewableenergies
Photo credits: pixabay.com

GreenTech stocks have become an important topic in today's world. In the face of rising global environmental concerns and a growing awareness of sustainability, more and more investors are looking for investment opportunities that offer both financial returns and a positive impact on the environment. GreenTech stocks represent companies that are developing innovative technologies and solutions to address environmental issues and shape a sustainable future. Many countries have adopted policies to support the transition to a low-carbon economy. We have picked out three exciting companies.

time to read: 5 minutes | Author: Armin Schulz
ISIN: THYSSENKRUPP AG O.N. | DE0007500001 , ALTECH ADV.MAT. NA O.N. | DE000A31C3Y4 , JINKOSOLAR ADR/4 DL-00002 | US47759T1007

Table of contents:


    Terry Lynch, CEO, Power Nickel
    "[...] The collaboration with CVMR offers two primary advantages for Power Nickel: We can cover a larger portion of the value chain in the future, and despite the extensive cooperation with all its positive outcomes, we have remained significantly independent. [...]" Terry Lynch, CEO, Power Nickel

    Full interview

     

    ThyssenKrupp Nucera - Positive EBIT

    Hydrogen is a crucial part of the GreenTech approach as it can be used as an energy carrier to generate clean energy. Ideally, renewable energy sources are used to produce hydrogen. Many Western governments support the transition to renewable energy. Despite this support, the well-known hydrogen companies have not yet managed to operate profitably. Most recently, Plug Power's announcement caused a slide in the share prices of many hydrogen companies. ThyssenKrupp Nucera lost some ground the day after Plug Power's quarterly figures but was then able to reverse the trend.

    On November 21, the Company published preliminary figures for the fourth quarter. For fiscal year 2022/23, the chlor-alkali (CA) business recorded a record order intake, while the alkaline water electrolysis (AWE) order intake is below the previous year's record level, as expected. A significant increase in order intake for the 2023/24 financial year is expected due to an order of over 700 megawatts from H2 Green Steel and the planned conversion of capacity reservations into binding contracts. Revenue is up on the previous year, in particular, due to the processing of the order backlog of the AWE business. EBIT is above the previous year's level due to higher sales in the AWE business and better project execution.

    Large hydrogen companies like Plug Power or Nel ASA can only dream of a positive EBIT. As an investor, one should keep an eye on the costs associated with organizational capacity expansion. In the announcement, the management pointed out the expected cost increase for the coming year. The official figures are to be announced on December 18 before the start of trading. One share currently costs EUR 17.05.

    Altech Advanced Materials - Capacity improvements

    Altech Advanced Materials is active in the areas of electric vehicles and electricity storage, with a focus on Silumina Anodes™ for electric cars and the CERENERGY® battery for the electricity storage market. Both products are based on innovative technologies that significantly improve existing technologies in their respective fields. The CERENERGY® battery, developed jointly with the Fraunhofer Institute, uses nickel, salt, ceramics and metal and does not require any critical raw materials. The battery requires no cooling or heating, is non-flammable, has a service life of more than 15 years and is 100% recyclable. The production plant, with a capacity of at least 120 megawatt-hours after optimization, is to be built in Schwarze Pumpe starting in 2024.

    The Silumina Anodes™ plant is also undergoing an increase in production. In the final feasibility study (DFS), it was decided to focus the plant entirely on silicon. Initially, 90% graphite was planned. This move increases the annual output capacity from 15 gigawatts (GW) to 120 GW, assuming a mixing ratio of 10% Silumina Anodes™ in battery manufacturing. An annual production of 8,000 tons of coated silicon anode material is expected. The material can improve the energy density of the battery by 30% with a 10% admixture. There are no additional costs as a result of the new production strategy. The DFS is due to be completed this year.

    All these projects require funding, so the Company announced a capital increase on November 24. A total of EUR 3.6 million is to be raised by issuing 480,000 shares at a subscription price of EUR 7.60 per share. Of these, 240,000 shares will be allocated to existing shareholders, who will receive subscription rights for 29 shares. Shareholders' subscription rights have been excluded for the other 240,000 shares, which will be allocated to holders of convertible bonds and warrant holders. Those who would like more first-hand information should make a note of December 5 at 17:30, when CEO Uwe Ahrens will present the Company at the International Investment Forum and answer investors' questions. Since the announcement of the capital increase, the share has come under pressure and is currently trading at EUR 10.00.

    Altech Advanced Materials will present at the 9th International Investment Forum

    JinkoSolar - Benefits from tough competition

    Solar energy is sustainable, and solar modules can be used in many locations, meaning that photovoltaic owners can significantly reduce their electricity costs. The solar industry will also contribute to the production of green hydrogen. JinkoSolar is one of the leading manufacturers of solar modules. The Chinese company is well positioned despite a price war and rising interest rates. The main reason is its high-quality N-type cells, which have not suffered as much from the price war due to their strong performance. In the coming years, N-type cells are expected to contribute more and more to the company's revenue.

    The figures for the third quarter showed growth in deliveries, sales, net profit, gross margin and earnings per share. The increase in shipments outpaced the rise in sales, as average prices for solar modules fell, although this was also due to the fall in the price of polysilicon. Prices are not expected to stabilize until next year. The Company generates almost 40% of its turnover on the Chinese market.

    However, as other solar suppliers are currently reporting poor figures, investors are reluctant to buy. According to CEO Xiande Li, the Company will benefit from the strong competition. Falling prices stimulate increased demand, particularly for N-type cells, where JinkoSolar enjoys a higher margin. Since the end of October, the share price has recovered significantly from its low for the year of USD 25.15 and is currently trading at USD 34.11. Despite a significant increase in earnings and gross margin, the stock has lost around 18% since the beginning of the year.


    Those looking to generate profits with GreenTech shares should first do their homework and closely examine the companies and their technologies. In a hype market, all stocks often perform well. However, caution is advised in the hydrogen sector, as major companies are not profitable and face challenges in a rising interest rate environment. Fortunately, ThyssenKrupp Nucera does not have these problems. This is also due to the diversification through the CA business. Altech Advanced Materials is represented in two very interesting and high-growth segments, with a Drop-In technology in the field of battery production and in the electricity storage sector. Significant growth is anticipated in these areas in the coming years. According to its own statements, JinkoSolar is benefiting from the fierce competition and the use of solar energy will continue to increase. In addition, the figures look good.


    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

    Armin Schulz

    Born in Mönchengladbach, he studied business administration in the Netherlands. In the course of his studies he came into contact with the stock exchange for the first time. He has more than 25 years of experience in stock market business.

    About the author



    Related comments:

    Commented by André Will-Laudien on December 9th, 2024 | 07:15 CET

    DAX 20,400 – Year-end rally underway! 100% opportunities are still lurking at Shell, BP, Saturn Oil + Gas, Nel ASA, and Plug Power

    • Mining
    • Oil
    • renewableenergies
    • Hydrogen
    • Fuelcells

    All EU countries have ramped up their alternative energy production in recent years. In particular, countries like Germany achieved a 65% share of electricity from renewable sources in the first half of 2024, with wind and solar as the main drivers of growth. However, the conflict in Ukraine since 2022 has now jeopardized the achievement of the 2050 targets more than ever because the lack of affordable fossil gas is threatening the transformation of the economy. The rising gas prices of recent weeks have awakened bad memories of 2022 among European energy traders and politicians alike. When the continent was in a rush to end its dependence on Russian gas, prices had already risen by 400%. The energy sector offers great opportunities – timing is of the essence!

    Read

    Commented by Armin Schulz on December 9th, 2024 | 07:00 CET

    Volkswagen, ARI Motors, BYD – Electric vehicles in the fast lane: Time to invest

    • Electromobility
    • renewableenergies

    The automotive industry is undergoing a period of profound upheaval that is shaking established structures. While electric vehicles are breaking new records worldwide, the European and American markets are faltering – a development forcing manufacturers like Volkswagen to make strategic changes. At the same time, Chinese players such as BYD are setting new standards with their dynamism and innovative strength. However, it is about more than just drives: software, networking, and digital sales concepts are revolutionizing the industry. We take a look at three companies that could be worth investing in.

    Read

    Commented by André Will-Laudien on December 5th, 2024 | 07:40 CET

    Portfolio Rockets for 2025! Nel ASA, F3 Uranium, Renk, Rheinmetall and Hensoldt in focus

    • Mining
    • Uranium
    • Defense
    • renewableenergies

    For many investors, this year's stock market felt like a warm rain. High-tech, AI, and defense stocks reached new all-time highs, thus gilding the returns of risk-conscious portfolios. However, even with the DAX 40 index constantly setting new all-time highs, there were only 34% winning stocks in Germany compared to 66% losing stocks. The market's rally has been highly selective, driven by just a few names. This makes it all the more important to identify dormant portfolio risks, regroup, and build a lineup poised to deliver strong returns in 2025. Here are some suggestions to consider.

    Read