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Between bankruptcy and multiplication: Cleantech stocks Siemens Energy, Plug Power and dynaCERT
Between bankruptcy and multiplication: Cleantech stocks Siemens Energy, Plug Power and dynaCERT

The Market Online

time27-05-2025

  • Automotive
  • The Market Online

Between bankruptcy and multiplication: Cleantech stocks Siemens Energy, Plug Power and dynaCERT

More losses than revenue is never a good sign for any business model. Given the muted reactions to the quarterly figures, Plug Power investors seem to have grown accustomed to this pattern. Despite planned cost reductions, a return to profitability is not yet in sight. Still, a company executive has made a symbolic move, suggesting internal confidence. According to analysts, dynaCERT (TSX:DYA) could make the leap into the black as early as next year. On this basis, the cleantech company is currently attractively valued, and experts consider a multiplication of its share price possible. Siemens Energy has shown how quickly a stock can shoot into a new dimension. Almost bankrupt 1.5 years ago, it is now one of the stars of the DAX and is receiving praise even from otherwise critical corners. dynaCERT: Cleantech for ships and trains soon? ' We have generated leads in the triple digits. Now we need to convince them of our products ,' said Bernd Krüper at the virtual IIF investor conference, summarizing dynaCERT's (TSX:DYA) trade fair activities over the past few months. The German executive of the Canadian cleantech company appeared confident and optimistic about the market breakthrough of HydraGEN technology. In Australia, promising discussions are underway with interested parties from the mining sector, and things are also moving forward with a logistics company in Germany. dynaCERT developed the HydraGEN technology to reduce pollutant emissions and fuel consumption in commercial vehicles. The hydrogen required is produced by a small electrolyser and fed into the combustion process via the engine compartment. This increases efficiency, provides more energy, and reduces consumption. As a result, less CO2 is produced, and fewer pollutants such as nitrogen oxides (NOx) are emitted. The patented system can be retrofitted into conventional diesel engines within a few hours. In the core market of trucks and other commercial vehicles, more than 2,000 devices have already been installed at customer sites. Work is currently underway to optimize mass production. In addition, dynaCERT is already working on solutions for diesel trains and small ships. Krüper also pointed to the possibilities for large ocean-going vessels – transport and cruise ships – although this would require more development time and resources. If the leads generated in the year's second half bear fruit and lead to larger orders, the share price should also be able to break out of its sideways movement and move upwards. The share, which is also actively traded in Germany, is currently trading at EUR 0.09 – in October 2024, it was already at EUR 0.17. According to analysts at GBC Research, EUR 0.48 is even possible. The experts believe dynaCERT will generate revenue of CAD 21 million and earnings per share of CAD 0.01 by 2026. Plug Power: Weak figures, but CFO remains hopeful While analysts believe dynaCERT will be in the black next year, Plug Power has been far from that for years. In the first quarter of 2025, the former hydrogen hopeful was at least able to increase its revenue from USD 120.3 million to USD 133.7 million. However, the gross profit is already deep in the red. At least the gross margin improved from -132% to -55%. However, this still corresponds to a gross profit of USD -74 million. The net loss of USD 197 million continues to exceed revenue. To ensure that its cash reserves – which stood at USD 296 million at the end of Q1 – are not soon depleted, Plug Power launched an efficiency program in the first quarter of 2025. This is expected to save over USD 200 million annually. In conjunction with expected revenue growth, price increases, and disciplined inventory and investment management, Plug is forecasting an increase in cash and cash equivalents. With the publication of its quarterly figures, Plug Power's share price fell to a new all-time low of USD 0.6994. The following day, CFO Paul Middleton surprised the market by purchasing 350,000 shares at a price of USD 0.7154 each. The Company stated that he is convinced of Plug's current strategy and future potential. Since then, however, the share price has only risen slightly. Siemens Energy: Words of praise Today, it is hard to believe that Siemens Energy was on the brink of bankruptcy around 18 months ago and had to be bailed out by the government at short notice. Since then, the share price has risen more than tenfold and is one of the stars of the DAX. Even the former problem child Siemens Gamesa seems to be getting back on track operationally. In the fossil fuels and grid sector, things are going brilliantly for Siemens Energy. Just yesterday, the rating agency S&P had words of praise for the Company. From the rating agency's perspective, Siemens Energy performed better than expected in the first half of fiscal year 2024/25. The increase in the order backlog to EUR 133 billion is also a positive indicator. Although S&P maintained its long-term rating of BBB- and its short-term rating of A-3, the outlook was raised from stable to positive. This increases the likelihood that Siemens Energy's rating will be upgraded in the next 24 months and that the Company's refinancing options will improve. Yesterday, Siemens Energy shares traded above EUR 83, an all-time high. The Company is now worth more than EUR 66 billion on the stock market. GBC analysts believe that dynaCERT shares could multiply in value. A major order would be a crucial step, likely triggering a breakout from its current sideways movement to the upside. Plug Power, on the other hand, is not a Buy. The Company is in the midst of restructuring, and it is impossible to predict how long its cash reserves will last. Siemens Energy, on the other hand, is a basic investment in the energy sector – albeit no longer a cheap one. 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 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 dynaCERT Inc., please see full disclaimer here.

Over 300% upside potential for cleantech stocks: Will dynaCERT finally outshine Nel, Plug Power, and Co.?
Over 300% upside potential for cleantech stocks: Will dynaCERT finally outshine Nel, Plug Power, and Co.?

The Market Online

time28-04-2025

  • Business
  • The Market Online

Over 300% upside potential for cleantech stocks: Will dynaCERT finally outshine Nel, Plug Power, and Co.?

Analysts believe that dynaCERT shares are currently undervalued by more than 300 per cent. The Company is on the verge of a breakthrough with its technology for reducing fuel consumption and emissions in diesel engines. Revenue is expected to multiply in the current year, with the trend continuing to rise sharply. Industry sentiment for cleantech and renewable energy stocks has also improved noticeably in recent weeks. This is because it is not only in Germany that the price of CO₂ is becoming a key lever for climate protection. dynaCERT (TSX:DYA) helps companies save CO₂ and generate revenue through the sale of certificates. Perhaps Rheinmetall, KNDS, and Co. will follow suit in the future? Revenue more than 10x in 2 years Analysts at GBC Research recommend dynaCERT (TSX:DYA) shares as a 'Buy'. Their target price for the Canadian cleantech company's stock is a strong EUR 0.48. The share, which is also actively traded on German stock exchanges, is currently trading at EUR 0.10. This means the experts expect a performance potential of 380 per cent. Revenue is expected to climb even higher. GBC analysts expect dynaCERT to generate CAD 21 million in revenue next year. In 2024, this figure was only CAD 1.60 million. A significant profit is then expected to be achieved by 2026. Operating earnings (EBITDA) are forecast at CAD 4.79 million. Earnings per share are expected to reach CAD 0.01, resulting in a price-to-earnings (P/E) ratio of 15. This is anything but expensive for a fast-growing cleantech company. Peer group companies like Nel ASA and Plug Power are still far from reaching profitability. With German management tapping into the billion-dollar market DynaCERT's European offensive with its HydraGEN technology for reducing CO₂ emissions and improving fuel efficiency in diesel engines has come at the perfect time. The Company is already successful in North and South America in the oil and gas industry and in mining. Now, with German automotive experts Bernd Krüper as President and Kevin Unrath as COO, the Company aims to make a strong push into the European market. And the new German government seems to be giving dynaCERT a powerful boost. The black-red coalition is allocating an additional EUR 100 billion to the Climate and Transformation Fund (KTF). The aim is to promote climate protection and energy efficiency in Germany in order to achieve climate neutrality by 2045. Specifically, CO₂ and other greenhouse gases are to be reduced. The CO₂ pricing system is, therefore, to be a central component of a mix of instruments. dynaCERT offers exactly the right technology to reduce emissions and generate CO₂ certificates. Will HydraGEN technology soon be used in tanks? The HydraGEN technology was developed by dynaCERT to reduce pollutant emissions and fuel consumption in commercial vehicles. The patented hydrogen-based system can be retrofitted into conventional diesel engines within just a few hours. The hydrogen required is produced by a small electrolyzer and fed into the combustion process via the engine compartment. As a result, efficiency increases, more energy is available, and fuel consumption is reduced. Accordingly, less CO₂ is produced, and fewer pollutants such as nitrogen oxides (NOx) are emitted. The focus so far has been on users of heavy vehicles in the mining, oil and gas, transport, and power generation sectors. However, Bernd Krüper has already indicated in recent interviews that there are inquiries from other industries, such as shipping. Then, Germany's new key sector could also come into play: defense. The heavy diesel engines in Leopard 2 tanks, howitzers, and troop transporters are real polluters. Rheinmetall, KNDS, and others could significantly improve their environmental balance by working with dynaCERT. Although this is not currently an official topic, it will likely become one sooner or later, at least in Germany. A defense contract could likely send the dynaCERT stock through the roof, but this is purely speculative at this stage. However, Steyr Motors impressively demonstrated in March what an order from the armaments industry can trigger. HydraGEN enables revenue from CO₂ certificates With the HydraGEN technology, companies can not only improve costs and their ESG balance sheet but also generate a new source of income through the sale of CO₂ certificates. Tesla has already made a fortune with this. At the end of last year, the CO₂ certification company VERRA awarded the mandatory emissions label for the HydraGEN technology. dynaCERT's strategy is to share the revenue from certificate sales with its customers. Analysts at GBC Research expect the cleantech company to generate significant revenue from this new business segment starting next year. As the revenue is recurring, it should have a particularly strong impact on profits. Positive news flow expected The chances are good that dynaCERT shares will be driven by positive news flow in the coming months. The Company has been generating buzz in recent weeks by participating in leading trade fairs such as the Hanover Industry Fair, PDAC in Vancouver and, most recently, bauma in Munich. In an interview with Lyndsay Malchuk from Stockhouse Publishing at bauma, Bernd Krüper spoke positively about global demand. Click here for the full interview. The interview with Kevin Unrath and Lyndsay Malchuk also offers fascinating insights into how dynaCERT aims to transform the industry sustainably. Click here for the full interview. Conclusion: Multiplication possible The analysts at GBC believe that dynaCERT shares could multiply in value. There are good reasons for this optimism. The technology is proven, reduces costs, and enables new revenue streams. The political environment beyond Germany's borders is also favorable. If initial sales successes are reported following the trade fairs, the stock could skyrocket and eclipse former hydrogen high-flyers Nel ASA and Plug Power. 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 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 third-party provided content issued on behalf of dynaCERT Inc., please see full disclaimer here. (Top image via pixabay.)

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