Here we go! Plug Power turns, rollout at dynaCERT, opportunities with Mutares, VW, and BYD?

The Market Online

30-04-2025

Some say the volatility is unbearable, while traders shout: opportunities everywhere. The stock market is currently relentless. Those positioned poorly can quickly see double-digit losses, but on the upside, profits are once again within reach. The former high-tech favorites are taking off again. After a spectacular sell-off at Plug Power in April, there have been strong buybacks in recent days. dynaCERT (TSX:DYA) is also going full steam ahead in sales. Mutares recently delivered rather disappointing figures, and BYD could become the world's most successful automotive company in 2025. We take a closer look. Plug Power – 50 per cent premium after loan granted
After three years of total losses of up to 95 per cent, Plug Power's share price found itself back at around US$0.70. Investors and experts were already suspecting insolvency if the Company could not refinance itself quickly. In 2024, it had still been able to raise over US$1 billion in equity on the market, but confidence was waning. Now CEO Andy Marsh can announce a success. The US hydrogen specialist has secured a credit facility of up to US$525 million with financier Yorkville Advisors. The first tranche of US$210 million is to be disbursed by the beginning of May. Plug intends to use the funds to repay an existing convertible bond with a volume of US$82.5 million, among other things, to reduce potential dilution effects for its shareholders. This means that concerns about the Company's solvency have been put to rest for the time being. At the end of March, Plug had only US$296 million in free liquidity – however, operating costs amount to over US$150 million per month. Thanks to strict cost management and annual savings of over US$200 million, CEO Marsh believes the Company is well-positioned for a secure future and further growth. There are no plans for further capital increases in 2025.
The Company expects revenue of between US$30 million and US$134 million for the first quarter and between US$140 million and US$180 million for the second quarter. Another milestone is the commissioning of a new hydrogen plant in the US state of Louisiana. The gigantic electrolyser produces 15 tons of hydrogen daily and will supply Amazon and Walmart, among others. In the long term, management expects to achieve a positive operating result by 2027 and even report a net profit from 2028 onwards. The Q1 figures are to be announced on May 8. Highly speculative! dynaCERT – Things are heating up after bauma
Canadian hydrogen expert dynaCERT (TSX:DYA) is considered a technology supplier for the transport industry in all segments. With its in-house hydrogen add-on devices under the name HydraGEN™, diesel combustion processes can be optimized to such an extent that, depending on the type of use, fuel savings of between 5 and 15 per cent can ultimately be achieved. The HydraGEN™ technology is a recognized process and part of the VERRA organization's range of applications, meaning that users of the technology can generate CO2 certificates when using it.
dynaCERT attracted a great deal of attention at the bauma trade fair in Munich, the world's largest trade fair for construction vehicles and construction applications. 1,000 HydraGEN™ units were produced in advance. They can now be distributed internationally from the new German location. Thanks to numerous preliminary discussions in recent months, dynaCERT should now be able to invoice several orders. The resulting sales potential for the coming months is obvious. The Company has recently been particularly active in the mining sector. The key benefit for users is that the fuel savings can lead to a complete amortization of the entire investment in less than 12 months.
In their initial report for 2025 and 2026, analysts at GBC Research believe that sales could pick up momentum, with total revenues of C$12 million and C$21 million, respectively. In the DCF calculation, this yields a price target of C$0.75. Well-known investor Eric Sprott has already invested C$14 million at around CC$0.50 per share. The technology stock's current market capitalization of C$83 million is very low. The first major order could lead to a multiplication. Over the past 12 months, dynaCERT shares have fluctuated between C$0.13 and C$0.30. At C$0.16 currently, a short-term rebound is more than likely. Source: LSEG as of April 29, 2025 Mutares – The stock market expects more
In fiscal year 2024, Mutares successfully advanced the further development of its portfolio in all four business segments with 13 completed acquisitions and 6 pending acquisitions. As of the reporting date, the diversified portfolio comprises 32 investments with annualized revenues of just under €7 billion. Even before yesterday's conference call on the 2024 annual results, doubts arose as to whether Mutares would be able to achieve the growth targets it had recently communicated. The focus of its investments remains on the automotive sector, where margins are under pressure. The biggest gains from the placement of Steyr shares will not be felt until 2025, as the Mutares share, with its Austrian investment, became a sought-after vehicle for feeding investors' defense fantasies in the wake of the defense stock rally in Q1. However, after the significant rise and subsequent correction of Steyr shares, the euphoria quickly faded. From last week's closing price of around €37, the share price fell to around €30 yesterday. The final figures are due on May 20, and the Annual General Meeting will take place in early July. Investors can hope for a hefty dividend. Mutares shares remain a hot potato. BYD – The VW challenger is here to stay
Let's take a quick look at BYD shares. After extensive consolidation in 2024, the Chinese technology company started 2025 with a share price gain of over 60 per cent. Many factors are playing into the electric vehicle specialist's hands. First, eight new models are now ready for sale on the EU market. Brussels is still imposing additional tariffs of 17 per cent, but from 2026, deliveries will be duty-free from neighboring Hungary. The biggest competitor, VW, is currently gaining some ground, but BYD and other Far Eastern manufacturers still have a technological lead of around two years. And then there is the decline of Tesla. The e-pioneer is facing strong headwinds due to Elon Musk's political activism, which has angered many target customers. Orders have been canceled, causing revenues in Europe to plummet by over 30 per cent. Tesla delivered a total of 336,681 vehicles worldwide in the first quarter of 2025, representing a decline of 13 per cent compared to the same period last year, with a 29 per cent drop in China. Even VW outperformed Tesla in the EU in Q1. Nevertheless, BYD should be able to continue to leverage its market advantages in price and quality. With a 2026 P/E ratio of 11, the stock remains attractive at €42.50. VW should be closely watched with a P/E ratio of 3.5, as it could soon regain the €100 mark.
**The stock markets are currently showing themselves to be very volatile. Familiar names like Plug Power are making an impressive comeback. Mutares, VW, and BYD are currently in a consolidation phase. dynaCERT has positioned itself perfectly over the last three years now to penetrate the market with its emission reduction solutions. It represents an interesting addition to the portfolio for sustainability-oriented, risk-conscious investors. Conflict of interest
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