dynaCERT: Innovative Cleantech Player With Significant Re-Rating Potential
The Canadian company’s bridge technology is called HydraGEN™. Using onboard electrolysis, the system generates small quantities of hydrogen and oxygen on demand within a diesel-powered vehicle. These gases are then introduced into the combustion process, delivering a range of potential benefits. The technology is designed to reduce diesel consumption, improve combustion efficiency, and lower CO₂ emissions.
The technology is already in use in several countries around the world, though still on a small scale. Truck fleets, mining vehicles, construction equipment, and stationary diesel generators are common application areas. With the recent change in the company’s leadership, dynaCERT is now accelerating commercialization. With this goal in mind, former COO Kevin Unrath has taken over as CEO. Former CEO Jim Payne ensures continuity as Chairman of the Board.
Southeast Asia plays a special role as one of the most important growth regions. Vietnam is a central component of the strategy. The market conditions and potential are promising. There are millions of diesel trucks and construction machines in the country. Additionally, fuel costs are high, and the government has committed to meeting future climate protection targets.
This year, dynaCERT has significantly accelerated its activities in Vietnam. In addition to establishing a strategic partnership with a leading Vietnamese oil and gas company, the first pilot plants were successfully commissioned at logistics centers in Ho Chi Minh City, Hanoi, and Hải Phòng. To validate dynaCERT technology under local conditions, a collaboration with the Ho Chi Minh City University of Technology (HCMUT) in Vietnam was also launched.
The second business segment centred around HydraLytica™ is highly promising. The company’s proprietary telematics and monitoring platform enables the collection of fuel consumption and emissions data. The methodology used by dynaCERT has already been recognized by VERRA. This means that, in due course, CO₂ certificates based on emissions savings can be issued and monetized as an additional revenue stream.
dynaCERT thus delivers promising solutions that are economically beneficial for customers. The focus now is on rolling out these solutions quickly and consistently. Currently, the company is valued at CAD 66 million at a share price of around CAD 0.13. However, this valuation does not reflect the potential of the emerging expansion. Analysts at GBC share this view and recommend buying the stock with a price target of CAD 0.93. This corresponds to an upside potential of more than 500%!
BYD: Market Leader Under Margin Pressure, Solid-State Battery Starting in 2027?
The Chinese company symbolizes the profound transformation of the global automotive industry. The former challenger has become a major global manufacturer of electric vehicles and plug-in hybrids. For some time now, however, the environment has also become more challenging for BYD. In particular, fierce domestic price competition is taking its toll.
For this reason, the company has been strategically pushing for international expansion for some time now. Even more crucial, however, is the high degree of vertical integration. This means that BYD not only produces vehicles, but also batteries and energy storage systems. Control over large parts of the value chain not only enables significant cost advantages but also allows for faster implementation of technological innovations.
The stock price has fallen by around 40% over the past 12 months. BYD is currently valued at USD 117 billion, and with P/E ratios of 18 for 2026 and 14 for 2027, it is not overpriced given the projected earnings momentum. Analysts, on average, assign the stock an upside potential of nearly 40%.
Most recently, the Chinese company announced that it will begin installing its proprietary solid-state battery in its first production vehicles starting in 2027. This is a technological milestone, as it allows for fundamental improvements in several key parameters: energy density and service life can be increased, the cell structure can be improved, and the fire risk can be reduced. The question remains how competitors will position themselves in the future and how quickly mass production can be achieved.
Nel: Can the Norwegians Set New Standards in Industry?
The specialist in electrolyzers and hydrogen refuelling stations is part of a growing group of companies that have positioned themselves to benefit from the development of the hydrogen economy. In general, the market has lagged behind optimistic growth targets in recent years. Rising interest rates, project delays, and uncertainty regarding subsidies are evident.
Crucial for the future is that hydrogen becomes economically scalable, sufficient infrastructure is put in place, and the political framework for supporting incentive programs remains stable. On the cost front, the Norwegians have recently raised the bar. Following several years of development and testing, the company recently launched its next-generation pressurized alkaline electrolysis system.
Nel expects that this new technology platform will reduce the standard operating costs for large-scale electrolysis systems on the market by over 50%. The stock has responded with rising prices. However, analysts consider the share to be significantly overvalued following the recent price gains.
The race is well underway. Electric, hybrid, hydrogen, or perhaps internal combustion engines and bridge technologies? BYD aims to set new technological standards with its solid-state batteries. Nel is making a massive push on the cost front and is likely to significantly accelerate commercialization as a result. With its innovative bridging technology, dynaCERT is targeting a large market. Here, too, commercialization and expansion are top priorities. The stock is significantly undervalued and does not reflect its potential. The shares are currently trading at around CAD 0.13. Analysts have set a CAD 0.93 price target, suggesting substantial upside from the current share price.
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