Latest news with #thyssenkruppnucera
The Market Online
2 days ago
- Business
- The Market Online
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 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.
Yahoo
18-05-2025
- Business
- Yahoo
Analysts Have Made A Financial Statement On thyssenkrupp nucera AG & Co. KGaA's (ETR:NCH2) Second-Quarter Report
It's been a sad week for thyssenkrupp nucera AG & Co. KGaA (ETR:NCH2), who've watched their investment drop 12% to €8.73 in the week since the company reported its second-quarter result. Revenues were €216m, with thyssenkrupp nucera KGaA reporting some 2.0% below analyst expectations. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year. This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. Following the recent earnings report, the consensus from eleven analysts covering thyssenkrupp nucera KGaA is for revenues of €895.7m in 2025. This implies a discernible 7.6% decline in revenue compared to the last 12 months. Statutory earnings per share are expected to nosedive 62% to €0.072 in the same period. Yet prior to the latest earnings, the analysts had been anticipated revenues of €890.3m and earnings per share (EPS) of €0.072 in 2025. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results. Check out our latest analysis for thyssenkrupp nucera KGaA It will come as no surprise then, to learn that the consensus price target is largely unchanged at €12.30. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. There are some variant perceptions on thyssenkrupp nucera KGaA, with the most bullish analyst valuing it at €17.00 and the most bearish at €8.50 per share. This is a fairly broad spread of estimates, suggesting that analysts are forecasting a wide range of possible outcomes for the business. Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. These estimates imply that revenue is expected to slow, with a forecast annualised decline of 15% by the end of 2025. This indicates a significant reduction from annual growth of 33% over the last year. Compare this with our data, which suggests that other companies in the same industry are, in aggregate, expected to see their revenue grow 4.0% per year. It's pretty clear that thyssenkrupp nucera KGaA's revenues are expected to perform substantially worse than the wider industry. The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates. Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. We have forecasts for thyssenkrupp nucera KGaA going out to 2027, and you can see them free on our platform here. Even so, be aware that thyssenkrupp nucera KGaA is showing 1 warning sign in our investment analysis , you should know about... Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Reuters
12-02-2025
- Business
- Reuters
US hydrogen credit ruling allows developers to move forward
Summary Final tax credit guidelines from the Biden administration reward cleaner hydrogen projects regardless of technology but President Trump's spending review hangs over energy infrastructure buildout. February 12 - On January 3, the administration of former President Joe Biden introduced a tiered system to distribute production tax credits (PTCs) for clean hydrogen producers, regardless of whether they use renewable energy, nuclear or natural gas with carbon capture. "Green" hydrogen is produced using renewable energy and electrolyzers, which turn electricity into hydrogen through the process of electrolysis. Most hydrogen supplied to date has been "grey" hydrogen produced from gas-based steam methane reforming, while "blue" hydrogen is produced from gas and carbon capture technologies which lower the carbon footprint. The cost of green hydrogen is currently far higher than the cost of grey hydrogen and the PTCs aim to accelerate wider deployment of clean hydrogen technology and drive down costs. The Biden administration aimed to reduce the cost of clean hydrogen to $1/kg by 2031, compared with estimates of around $5/kg in 2022. CHART: US estimated clean hydrogen demand at threshold prices The 45V rules mean green hydrogen projects using clean power from plants built within 36 months of the hydrogen facility becoming operational qualify for a full tax credit of $3.00 per kilogram (kg) of hydrogen. The requirement to source clean power from newly constructed plants aims to ensure green hydrogen projects do not hamper efforts firmly underway to decarbonize wider electricity supply. For hydrogen projects, it could mean higher costs than sourcing power from older renewable energy facilities or the grid. To meet this requirement, hydrogen plants could also source power from nuclear plants at risk of retirement, up to 200 MW per reactor, or from existing renewable energy generation in states that meet strict clean electricity standards and emissions caps. Only Washington and California currently meet these criteria. The clean energy sector is digesting fresh market uncertainty following President Donald Trump's flurry of executive orders last month, but for hydrogen developers, the 45V guidance is a crucial step forward. Many developers had paused projects until the final rules were published. 'The Treasury's final guidance on 45V is a step forward in providing clarity for the hydrogen industry to move ahead with planned projects,' said Sachin Nijhawan, CEO of thyssenkrupp nucera, an electrolyzer manufacturer. Join hundreds of senior executives across energy, industry and finance at Reuters Events Global Energy Transition 2025. Green fuel developer HIF Global told Reuters Events that it expects that its planned green hydrogen plant in Matagorda County, Texas will qualify for the full credit. The $6 billion facility would produce 1.4 million tons per year of e-methanol by combining CO2 captured from the atmosphere with green hydrogen from wind power. "This final rule allows us to take the necessary next steps to work toward [Final Investment Decision] on our eFuels facility in Matagorda County,' Lee Beck, SVP Global Policy & Commercial Strategy at HIF Global, said. 'Having a regulatory framework in place is preferable to not having rules; in that state of uncertainty, a project cannot move forward." Technology agnostic The final 45V rules are less strict than an earlier version which only provided tax credits to the cleanest forms of hydrogen production. The final guidance is technology agnostic, allocating tax credits based on a sliding scale tied to the emissions associated with the production of hydrogen. Producers of blue hydrogen using natural gas and carbon capture can qualify for some credits, providing that their emissions remain under 4 kg of CO2e per kg of hydrogen produced. Although green hydrogen 'stands to benefit significantly under 45V ... the rules create a structured framework for clean hydrogen production, aimed at supporting developers across all pathways,' Nijhawan told Reuters Events. The guidance drew mixed responses from stakeholders. The American Clean Power Association said that 45V contains 'unnecessarily stringent requirements' that could derail projects, including "burdensome time matching standards" that require simultaneous production of clean electricity and hydrogen. The Fuel Cell and Hydrogen Energy Association said the rules are 'extremely complex.' The American Petroleum Institute, a fossil-fuel industry association, celebrated the rules as a 'clear step forward' and said it would work with the new administration to continue advancing policies that are 'technology neutral.' For exclusive hydrogen insights, sign up to our newsletter. The 45V compliance criteria would require stringent monitoring to ensure low emissions along the natural gas supply chain. It is unclear whether the Trump administration will seek to strictly regulate and monitor methane emissions. Earthjustice, an environmental group, said that the guidance largely supports the production of clean hydrogen but includes loopholes that could allow 'dirty' hydrogen producers to receive tax credits if not monitored appropriately. According to S&P Global Commodity Insights, about a dozen large-scale clean hydrogen projects had secured capital by end-2024 and 'the vast majority of that pending capacity is for hydrogen produced with carbon capture technology,' which suggests that many blue hydrogen projects do not require federal aid to get going. Trump disrupts Since taking office on January 20, President Trump has issued a string of presidential decrees to boost fossil fuel output and upend some of Biden's clean energy policies. This included a freeze on spending on federal loans and funds pending a review, including $7 billion earmarked for seven regional hydrogen hubs. The Biden administration last year started allocating funds to the hubs, which aim to kickstart regional hydrogen infrastructure across the U.S. It is unclear whether the Trump administration will look to modify the 45V rules. 'The hydrogen industry is more focused on the freeze of federal monies that has caused them to stop working on hydrogen hub projects," said Conrad Schneider, a senior director at the Clean Air Task Force (CATF). "Until it is clarified that the freeze does not apply to them, the tax credits are kind of moot,' Schneider added. Further changes to the 45V rules would add fresh uncertainty to the industry, warned CATF attorney Veronica Saltzman. 'The best and most likely thing the Trump administration can do is to just leave things alone,' Saltzman said. Despite the uncertainty caused by Trump's funding freeze, in the long run Trump's pro-business policies will likely lead to deregulation that would favor the hydrogen industry, Andy Marsh, CEO of Plug Power, a green hydrogen developer and electrolyzer manufacturer, told Reuters Events. There is strong demand for all types of hydrogen and the "Trump administration policy of energy dominance is actually good for the industry because part of that dominance is being able to provide green fuels as well as blue fuels,' Marsh said.
