dynaCERT: Heading into an Exciting Second Half of the Year
Until April, dynaCERT shares were one of the year’s positive surprises. The cleantech stock rose by around 100% by the end of April, briefly trading at EUR 0.13. But then the rally ran out of steam, and the share price is currently back at EUR 0.068. This could present an attractive buying opportunity for investors. After all, the company’s performance has continued to improve in recent weeks, as has the market environment. Incidentally, analysts at GBC Research estimate the fair value of the dynaCERT share at EUR 0.48.
dynaCERT’s retrofit technology enables higher energy efficiency in existing diesel engines without the need to replace engines, build hydrogen infrastructure or store hydrogen. dynaCERT’s patented HydraGEN™ technology fundamentally enhances internal combustion, delivering a cleaner, more efficient, and complete burn. This approach is particularly attractive to fleet operators because the systems can be installed as a retrofit solution. This allows for reductions in fuel costs and emissions without the need for significant investments in new battery-electric or hydrogen-powered vehicles.
In a presentation at the IIF digital investor conference, management highlighted potential fuel consumption savings of up to 10% as well as reductions in CO₂, nitrogen oxides, and particulate emissions. Potential applications range from smaller commercial vehicles to heavy-duty applications in the mining, oil and gas, power generation, and port logistics sectors. dynaCERT does not just sell the hardware. The HydraLytica telematics platform collects operational and consumption data and monitors device efficiency. This creates a recurring revenue stream through software subscriptions and could also form the basis for monetizing verified CO₂ savings. The Verra certification of the methodology has already been obtained and is an important strategic building block.
Operationally, international expansion is gaining momentum. According to dynaCERT, the company already has a framework agreement in Mexico covering a three-digit number of units with major fleet operators. Vietnam currently appears even more promising. The country has a large fleet of diesel-powered trucks, buses, and construction machinery and is under growing pressure to act due to high energy prices and its climate targets. dynaCERT has entered into agreements there with the Ho Chi Minh City University of Technology (HCMUT) and a leading oil and gas company for testing and pilot projects. The first HydraGEN systems are already in operation on heavy-duty trucks and container forklifts in Ho Chi Minh City, Hanoi, and Hải Phòng.
As a result, investors could speculate on rising sales figures in the second half of the year. By then, the stock should at least be heading toward its interim annual high.
https://youtu.be/hE7EHsgouoE?si=YLenQimiziT_LBXN
Nordex: New All-Time High Coming Soon?
Nordex shares have made a strong comeback in recent days. After briefly climbing above EUR 50 in early May, the stock fell to EUR 38. But it has since rebounded to just under EUR 50. Yesterday, it also rose by more than 3% at one point. The stock was driven by positive news from the US.
Nordex has received three new orders in the US with a total capacity of 484 MW. One project involves 32 N133/4.8 turbines with a capacity of approximately 154 MW. For two additional wind farms, the company will supply 56 turbines from the N163/5.X series, with a combined capacity of around 350 MW. The names of the customers and the locations of the projects were not disclosed.
With these orders, Nordex underscores the continued strong demand in the North American market. Manav Sharma, CEO of Nordex North America, highlighted the company’s proven turbine technology and local supply chain, which the group intends to use to support large wind energy projects in the region.
However, the US is not currently a traditional growth market for the wind power industry. According to the EIA, approximately 11.8 GW of new wind capacity is expected to come online in 2026—more than twice as much as in the previous year. However, project development is being slowed by uncertain federal policy, permitting risks, and delayed investment decisions. This is precisely why the three new Nordex orders are a positive sign.
thyssenkrupp nucera: Buy Recommendation Following Quarterly Results
And how is thyssenkrupp nucera faring? The stock of this German hydrogen hopeful has lost about 17% of its value this year. However, this somewhat downplays the situation for shareholders. Since August 2024, the stock has been trading more or less sideways. Since its IPO in mid-2023, the share price has fallen by about 70%.
The latest quarterly results were also underwhelming. Revenue plummeted by 77% to EUR 50 million, while EBIT stood at EUR -65 million. This was driven by higher costs for ongoing hydrogen projects and the termination of a pilot project. Free cash flow showed a positive trend, improving to EUR 9 million from EUR -5 million in the same quarter of the previous year.
Order intake offers a ray of hope. It nearly quadrupled to EUR 316 million in the second quarter of 2025/2026. As a result, the order backlog rose to EUR 732 million. Key drivers in the Green Hydrogen segment were the 300-MW order from Moeve for the “Andalusian Green Hydrogen Valley” in Spain and a FEED study for a 260-MW project in India. In the chlor-alkali business, the company also won a record-breaking order in the Middle East and further expanded its service business.
For the full year, thyssenkrupp nucera confirms its revised forecast. Order intake is expected to range between EUR 550 million and EUR 850 million, significantly above the prior-year level of EUR 348 million. Due to project delays and headwinds in the hydrogen business, the company expects revenue to range from EUR 450 million to EUR 550 million. EBIT is expected to range between EUR -80 million and EUR -30 million. With a new lifecycle service offering and a standardized 120-MW turnkey solution, the electrolyzer specialist also aims to tap into additional, potentially higher-margin growth areas.
Following the quarterly results, RBC reaffirmed its “Buy” recommendation. Analysts estimate the fair value of thyssenkrupp nucera’s stock at EUR 15. The share is currently trading below EUR 8.
According to the company’s most recent presentation at the IIF, dynaCERT is preparing for larger volumes and the potential localization of procurement and assembly in markets such as Vietnam, Mexico, or, in the future, India. The stock should rebound once the first concrete orders are announced. Nordex has shaken off the correction surprisingly quickly. However, its valuation is ambitious. At present, there is no compelling case for buying shares of thyssenkrupp nucera**.
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