Greentech is now exploding – a 300% comeback for hydrogen? nucera, dynaCERT, Plug Power and Nel ASA
Although the US administration under Donald Trump does not think much of climate change, the outlook for the hydrogen sector is improving all the time. This is because it is no longer the US setting the tone but Europe and Asia. Global efforts to make local transport cleaner and more sustainable are now also reaching the transport, logistics, and mining industries. There is still enormous potential for improvement here in terms of reducing climate-damaging emissions. Innovative technologies such as those developed by dynaCERT (TSX:DYA) are now well-known in the market. Therefore, decision-makers in public office will no longer be able to avoid discussing these issues if they want to remain in their positions in the coming years. The public pressure to combat negative climate change globally is increasing. Forward-looking investors should start positioning themselves now. thyssenkrupp nucera – Major order gives cause for hope
A major player in electrolyser technology is thyssenkrupp's hydrogen subsidiary, nucera. After a successful IPO in 2023 at EUR 20, the share price initially slumped to EUR 8, but the outlook now appears to be improving steadily. nucera is to develop a comprehensive front-end engineering and design study (FEED) for a pioneering hydrogen project in Europe. This future-oriented project involves the construction of a large-scale water electrolysis plant with a nominal capacity of around 600 MW. The client has not yet been disclosed, but such a scale highlights thyssenkrupp nucera's ambitions to get off to a flying start with innovative solutions. This project also marks a significant step toward an environmentally friendly energy future in the EU, and further inquiries are likely to follow. Although a decision on the specific order volume will not be made until 2026, preliminary work is already underway. The share price has returned to the upper end of the range between EUR 8.00 and EUR 11.00, where it has been trading for a year. All that is missing now is a break above the resistance level of EUR 11.50, after which higher targets can be set again. Compared to other hydrogen stocks, nucera has already proven in the past that it can operate profitably. dynaCERT – A small spark can ignite big momentum
There has already been a lot of buzz around dynaCERT. The Canadian hydrogen specialist is considered a technology supplier for large diesel engines across all commercial segments. With its in-house hydrogen retrofit devices under the name HydraGEN™, diesel combustion processes can be optimized to such an extent that, depending on usage, fuel savings of between 5 and 15% can ultimately be achieved. In fall 2024, the coveted VERRA certificate was obtained, meaning that dynaCERT customers will also receive credits for emission certificates if they report their driving logs to dynaCERT accordingly. The rollout of the latest retrofit devices is now on schedule. Following the 'bauma 2025' trade fair in Munich, pre-production of 1,000 units has already been completed in order to meet growing demand as quickly as possible. With a manageable investment of around CAD 6,000 per unit, valuable fuel can be saved. For public transport companies, logistics providers, and construction machine operators of all kinds, large-scale carbon reductions are a critical ESG issue for the future of their corporate mission and, simultaneously, a door opener for a sustainable customer base.
In 2024, investor Eric Sprott already invested CAD 14 million at around CAD 0.50 per share; currently, the share price is hovering between CAD 0.14 and CAD 0.16. The reason: the wait for certification took nearly two years. Many investors lost patience and sold in line with the downward industry trend. But now, the signs have turned positive. With a German management team on board, industrial capacity expansion is proceeding exactly according to plan, so initial revenue successes should soon be announced. In addition, the stock has been listed on the OTCQB Venture Market in the US since June. Liquidity is likely to increase sharply soon – time to get in! Nel ASA and Plug Power – Is this the start of a turnaround?
There has been a lot of movement in industry in recent days. After three years of total losses of up to 95%, the protagonists Nel ASA and Plug Power made their first attempts at bottoming out in May.
For Plug Power, it was the announcement of a new production record in Georgia: 300 tons of liquid hydrogen were produced there in April. In Calistoga, California, Plug Power delivered six hydrogen fuel cells for a new emergency power system. This system replaces diesel-powered generators and can supply the city with clean electricity for up to 48 hours – especially during planned power outages aimed at reducing wildfire risks. The Q1 figures were not encouraging, with net losses of USD 196 million on revenues of USD 133.7 million. A cost-cutting program is now expected to save over USD 200 million annually. Despite the ongoing operational woes, 6 out of 25 analysts on the LSEG platform still recommend buying Plug Power shares. The average 12-month price target is USD 1.86 – a chance for speculative investors to double their money!
Investors appear to have lost interest in Nel ASA. Here, too, the ongoing slump in orders is weighing on the Company, which is currently implementing another restructuring program. Not a single expert on LSEG is now recommending the stock as a buy. At EUR 0.21, the share is still 20% above its all-time low of EUR 0.166. There is no sign of an upward trend yet, but at least the major losses now seem to be over. Keep an eye on the price display to react quickly when momentum picks up! Over the past 12 months, thyssenkrupp nucera and dynCERT have already made progress on their path upward. Nel ASA and Plug Power are still working intensively on their turnaround. (Source: LSEG as of June 5, 2025)
The stock markets are moving from one high to the next. While defense and precious metal stocks have recently been shining, hydrogen stocks are now also coming into play. However, there is still a long way to go before losses are recouped. dynaCERT has positioned itself perfectly at Bauma in Germany to supply the international transport, local transport, and mining industries with energy-saving solutions. 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') currently hold or hold shares or other financial instruments of the aforementioned companies and speculate on their price developments. In this respect, they intend to sell or acquire shares or other financial instruments of the companies (hereinafter each referred to as a 'Transaction'). Transactions may thereby influence the respective price of the shares or other financial instruments of the Company. In this respect, there is a concrete conflict of interest in the reporting on the companies.
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 also 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.
This is sponsored content issued on behalf of Apaton Finance GmbH and dynaCERT, please see full disclaimer here.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Canada News.Net
25 minutes ago
- Canada News.Net
Canada: Chief organiser of National Security Conference calls for unity against extremism
Ontario [Canada], June 30 (ANI): Ritesh Malik, Chairperson of Canada India Foundation and chief organiser of National Security Conference, said that the conference was against extremism in Canada. Malik, while talking to ANI, said that the conference aimed to call the policymakers of Canada to assist them in the cause. He said, 'We are doing this conference united against extremism today here in Canada, which we as Canadians feel is very important and timely for all of us. As a community, we are going through a lot of threats in terms of extremism, and this is not against any community, any individual, or any organisation. This conference is for Canada, to preserve Canada in its pristine state, and to ensure that we address the current challenges we face as Canadians in Canada, particularly in dealing with extremism and the suffering of communities daily. We need to call this out and make sure government policymakers and everybody who cares for Canada listens to us and make sure they do their best to help Canada.' Former Canadian Minister Ujjal Dosanjh said that the question of extremism in Canada is not paid much attention to by the lawmakers either. He said, 'Today's meeting is important. I think it's probably one of the first public meetings in a long time that would highlight the question of extremism in Canada, particularly in the Indo-Canadian community, and how the politicians in this country haven't paid much attention to it, and how extremism, drugs, smuggling and even the immigration rackets all sometimes come together coalesce to create problems for our society.' Sanjay Lazar, an aviation expert and author who lost his entire family in the 1985 Air India bombing, said that he hoped to establish a learning centre to bring about awareness about the cause. 'This is also the 40th anniversary of the Air India Kanishka bombing where I lost my entire family. I'm here to speak to everyone in the hope that we will be able to establish a memorial learning centre in Canada and in India, and also bring this subject into effect in the education system right across Ontario, BC and Canada,' he told ANI. Wyatt Claypool, a Canadian journalist said that the conference helped in taking Canadian foreign policy seriously. He said, 'It's a great conference as we're talking about national security and foreign policy seriously. Canada has become a country that often backstabs its allies. Whether it's India or Israel, we take the wrong side. We talk like second-year foreign policy students obsessed with de-escalation. We forget that sometimes there is a right and a wrong.' Danial Bordman, another Canadian journalist, said that radical elements are infiltrating Canada, including schools now, which is the focus of the event. He said, 'The focus of today's event is to counter the various types of extremism rising through Canada. We have Islamist groups, the Muslim Brotherhood, IRGC connected, Pakistani ISI-funded, Khalistanis, and radical far-left elements infiltrating our schools. So all the worst people in the country are very mad that this is happening. But I'd say all the best people in the country are in this building right now. So I'm excited to be here.' The Canada India Foundation (CIF), in collaboration with The Alliance to Fight Secessionism and International Khalistani Terrorism (TAFSIK), convened a powerful one-day National Security Conference on Sunday under the theme 'United Against Extremism'. Held at the Paramount EventSpace in Woodbridge, Ontario, the conference brought together prominent voices from across Canada to deliberate on the growing threats posed by extremist ideologies, foreign interference, and their impact on Canada's domestic security. (ANI)
Winnipeg Free Press
an hour ago
- Winnipeg Free Press
Asian shares are mixed after US stocks hit an all-time high
BANGKOK (AP) — Asian shares started the week with gains after U.S. stocks closed at an all-time high following their recovery from the shocks of the Trump administration's trade policies. Canada's decision to cancel a plan to tax U.S. technology firms that had led President Donald Trump to halt trade talks helped to steady the markets. U.S. stock futures advanced after Canadian Prime Minister Mark Carney said the talks had resumed. In Tokyo, the Nikkei 225 climbed 0.6% to 40,395.99. Hong Kong's Hang Seng lost 0.3% to 24,207.36, while the Shanghai Composite index advanced 0.5% to 3,438.46. China reported that its factory activity improved slightly in June after Beijing and Washington agreed in May to postpone imposing higher tariffs on each others' exports, though manufacturing remained in contraction. In South Korea, the Kospi gained 0.5% to 3,070.93. Australia's S&P/ASX 200 jumped 0.6% to 8,560.80. Taiwan's Taiex lost 1.4% and the Sensex in India was down 0.4%. In Bangkok, the SET was up 0.3%. On Friday, the S&P 500 rose 0.5% to 6,173.07, above its previous record set in February. The key measure of Wall Street's health fell nearly 20% from Feb. 19 through April 8. The Nasdaq composite gained 0.5% to 20,273.46, its own all-time high. The Dow Jones Industrial Average rose 1% to 43,819.27. The gains on Friday were broad, with nearly every sector within the S&P 500 rising. Nike soared 15.2% for the biggest gain in the market, despite warning of a steep hit from tariffs. An update on inflation Friday showed prices ticked higher in May, though the rate mostly matched economists' projections. Inflation remains a big concern. Trump's on-again-off-again tariff policy has made it difficult for companies to make financial forecasts and strained household budgets. A long list of businesses from carmakers to retailers have warned that higher import taxes will likely hurt their revenues and profits. The U.S. has 10% baseline tariffs on all imported goods, along with higher rates for Chinese goods and other import taxes on steel and autos and the threat of more severe tariffs continues to hang over the economy. The current pause on a round of retaliatory tariffs against a long list of nations is set to expire on July 9. Failure to negotiate deals or further postpone the tariffs could once again rattle investors and consumers. In an interview with Fox News Channel's 'Sunday Morning Futures,' Trump said his administration will notify countries that the trade penalties will take effect unless there are deals with the United States. Letters will start going out 'pretty soon' before the approaching deadline, he said. The Federal Reserve is monitoring the tariff situation with a big focus on inflation. The rate of inflation has been stubbornly sitting just above the central bank's target of 2%. In a report Friday, its preferred gauge, the personal consumption expenditures index, rose to 2.3% in May. That's up from 2.2% the previous month. The Fed cut interest rates three times in late 2024 following a historic series of rate hikes to cool inflation. The PCE was as high as 7.2% in 2022 while the more commonly used consumer price index hit 9.1%. The Fed hasn't cut rates so far in 2025 over worries that tariffs could reignite inflation and hamper the economy. Economists still expect at least two rate cuts before the end of the year. Monday Mornings The latest local business news and a lookahead to the coming week. Bond yields held relatively steady. The yield on the 10-year Treasury rose to 4.28% from 4.27% late Friday. The two-year Treasury yield, which more closely tracks expectations for what the Federal Reserve will do, stood at 3.74%. In other dealings early Monday, U.S. benchmark crude oil lost 8 cents to $65.44 per barrel. Brent crude, the international standard, gained 6 cents to $66.86 per barrel. The U.S. dollar fell to 143.93 Japanese yen from 144.46 yen. The euro rose to $1.1730 from $1.1725. __ AP Business Writers Damian J. Troise and Alex Veiga contributed.
Winnipeg Free Press
2 hours ago
- Winnipeg Free Press
Chinese factory activity improves slightly with delay on tariffs, but still lags
BANGKOK (AP) — Chinese factory activity improved somewhat in June after President Donald Trump agreed to delay imposing higher tariffs on imports from China for 90 days, but overall activity was still contracting, according to a survey released Monday. The purchasing managers index, which reflects new orders and other measures, rose to 49.7 from 49.5 in May, the National Bureau of Statistics reported. That's on a scale of 0 to 100 where 50 and above shows expansion. Other reports showed similar trends in Japan and Korea. Trump has said he's not planning to extend the 90-day pause on tariffs on most nations beyond July 9. The delay for imposing much higher tariffs on China, agreed to in early May, expires about a month later. The hiatus for tariffs brought a revival of manufacturing activity as companies and individuals rushed to take advantage of lower import duties. But that mainly helped large manufacturers, with small and mid-size companies' output still contracting. Hiring also fell. New export orders and exports also remained below the 50-level that marks expansion. In Japan, manufacturing output edged 0.5% higher in May, well below analysts' estimates for a 3.5% increase. 'The subdued rise in industrial production in May means that firms were not benefitting from sky-high U.S. tariffs on Chinese imports, and their production forecasts point to continued weakness,' Marcel Thieliant of Capital Economics said in a report. South Korea's government reported that its 'all industry' measure of output fell 2.9% from a year earlier in May, with production of computer chips falling 2%. Production of vehicles fell 2.3% year-on-year, after falling 4.1% in April. Monday Mornings The latest local business news and a lookahead to the coming week. In an interview with Fox News Channel's 'Sunday Morning Futures,' Trump said he's not planning to extend a 90-day pause on tariffs on most nations beyond July 9. The delay for imposing much higher tariffs on China, agreed to in early May, expires about a month later. Trump said his administration will notify countries that the trade penalties will take effect unless there are deals with the United States. He had played down the deadline at a White House news conference Friday by noting how difficult it would be to work out separate deals with each nation. The administration had set a goal of reaching 90 trade deals in 90 days. Despite a recent trade deal with Beijing over rare earth exports from China, establishing a fairer relationship will require significant tariffs. Details of the latest agreement to deescalate trade tensions are scarce and major issues between the world's two biggest economies remain unresolved. 'I think getting along well with China is a very good thing,' Trump said. 'China's going to be paying a lot of tariffs, but we have a big (trade) deficit, they understand that.'
