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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.

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