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Dirk Graszt, CEO, Clean Logistics SE

Dirk Graszt
CEO | Clean Logistics SE
Trettaustr.32, 21107 Hamburg (DE)

info@cleanlogistics.de

+49-4171-6791300

Interview Clean Logistics: Hydrogen challenge to Daimler + Co.


Matthew Salthouse, CEO, Kainantu Resources

Matthew Salthouse
CEO | Kainantu Resources
3 Phillip Street #19-01 Royal Group Building, 048693 Singapore (SGP)

info@krl.com.sg

+65 6920 2020

Interview Kainantu Resources: "We hold the key to growth in the Asia-Pacific region".


Justin Reid, President and CEO, Troilus Gold Corp.

Justin Reid
President and CEO | Troilus Gold Corp.
36 Lombard Street, Floor 4, M5C 2X3 Toronto, Ontario (CAN)

info@troilusgold.com

+1 (647) 276-0050

Interview Troilus Gold: "We are convinced that Troilus is more than just a mine".


07. October 2021 | 10:33 CET

Varta, Enapter, NEL: Where hydrogen pays off directly

  • Hydrogen
Photo credits: pixabay.com

It is turnaround time! Never before in history will so much be changing as in the next five years. The energy turnaround is switching our supply to renewable energy sources and new storage options, and the mobility turnaround will ensure that electric motors will soon dominate the roads. Although it is clear where the journey is headed, shares based on the new technology offer highly diverse opportunities. We take a look at three stocks.

time to read: 3 minutes by Nico Popp
ISIN: VARTA AG O.N. | DE000A0TGJ55 , ENAPTER AG INH O.N. | DE000A255G02 , NEL ASA NK-_20 | NO0010081235


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

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.

About the author


Varta: The "juice" is missing here

Varta is a specialist for button cells. All wearers of hearing aids also rely on the high-performance products made in Germany. But to become a hot story on the stock exchange, it is not enough to have convinced the 60+ generation. With its planned expansion into the field of batteries for electric cars, Varta has written a piece of stock market history. For about a year, the share has been in the focus of private investors. During this time, the share price has gone up and down. Recently, there was a little disillusionment. Doubts spread in the market as to whether Varta would withstand the competition from the Far East. Some analysts were also disillusioned and set price targets just above the EUR 100 mark.

Since then, the share has been hovering above EUR 110 - fantasy looks different. Although Varta is technologically convincing and, with its V4Drive high-performance battery, has a good chance of scoring points with manufacturers of electric cars, the share is not gaining momentum. On November 11, Varta will present figures for the first nine months. The Company could also provide an outlook then. After the value has multiplied since its IPO, it will not be easy to achieve new records. Varta's share currently lacks "juice."

Enapter: Making green hydrogen cheap

One stock that is holding relatively steady despite turbulent times is Enapter. The specialist in electrolyzers for the production of green hydrogen is on the verge of producing its solutions on a large scale. To this end, the Enapter campus is currently being built on 80,000 square meters in the climate community of Saerbeck. As early as the beginning of 2023, 10,000 electrolyzers are to be produced there every month. The technology behind this has been named a "Technology Pioneer 2021" by the World Economic Forum and promises low costs for green hydrogen thanks to its modular use.

While many competitors around renewable energy rely on support programs and subsidies, Enapter wants to be profitable right from the start. Nevertheless, Enapter also has political backing: the state of Rhineland-Palatinate, for example, is supporting the machinery for the planned mass production with EUR 9.36 million. Enapter's share price has quieted down in recent months but is showing relative strength compared with the rest of the industry. The innovative Company combines German engineering skills with visionary aspirations and thus fits in well with the spirit of the times.

NEL: Target just above EUR 1?

The NEL share is also an icon of the spirit of the times. When Germany was in lockdown for most of the period between fall 2020 and Easter 2021, many private investors envisioned a golden future. Hydrogen filling stations and other hydrogen-related products also played a key role. But as is so common with daydreams, they differed from reality in significant ways. In the case of NEL, the rather measly order volumes hardly matched the valuation - the share price multiplied between fall 2020 and spring 2021. Since then, NEL has been fighting the crash without success.

Most recently, the stock has for a long time struggled at the EUR 1.30 mark and has since lost this battle. The downside potential thus appears greater than the upside. Even on a one-year horizon, the share is now deeply in the red. The next possible support zone is the EUR 1.03 mark. Only orders with high volume could trigger a sustainable trend reversal at NEL.


While the air seems to be out at NEL and Varta, the Enapter share is holding comparatively stable. It could be because Enapter focuses on the low-cost production of green hydrogen instead of thinking about its distribution today. Although there is currently no buying panic around the share, these are good conditions for anti-cyclical investors to take a close look at the Company and the share.


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.

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:

18. October 2021 | 15:08 CET | by Nico Popp

BYD, dynaCERT, Daimler: Alternative drives are flying again

  • Hydrogen

Trends and moods are sometimes decisive on the stock market: Even a proven future technology has to lose ground when the investor crowd moves on to another industry or prefers to watch the markets from the sidelines. That is what has happened in recent months concerning electromobility and hydrogen. Even big names like BYD and Tesla corrected. However, things have been on the up again for a few days now. We explain where opportunities could lie now.

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14. October 2021 | 13:30 CET | by Carsten Mainitz

SMA Solar, dynaCERT, TotalEnergies - Good for the climate, good for your portfolio!

  • Hydrogen

The signs of the times are climate protection: In America, Joe Biden is trying to push his Green New Deal through the legislature, China is phasing out the construction of coal-fired power plants, and in Germany, the Greens will most likely be part of the next government. Industry is also rethinking its position. Recently, an alliance of 69 leading German companies called for an "implementation offensive for climate neutrality" within the first 100 days of a new government. Signatories included heavyweights such as SAP, E.ON and Bayer. The following three stocks should get a tailwind from the new climate awareness.

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08. October 2021 | 12:19 CET | by Armin Schulz

Nel ASA, dynaCERT, Plug Power - Hydrogen is part of the energy turnaround

  • Hydrogen

If the upcoming German government wants to achieve the energy transition and banish all fossil fuels such as coal, oil and gas, part of the solution lies with hydrogen. On particularly sunny or windy days, some of the green electricity generated is simply lost. To avoid overloading the power lines, some of the electricity is given away abroad. Using this energy to produce green hydrogen would make the energy produced both storable and portable. If the price per kg of hydrogen could be reduced significantly, the greatest potential for this technology would automatically arise.

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