The hydrogen sector will enter a new phase in 2026. Investors can still position themselves early on. The framework conditions in Europe have improved significantly thanks to a matchmaking portal for hydrogen projects and subsidies. The US is attracting investors with tax incentives for clean hydrogen. Overall, the market has become more technologically mature and increasingly more large-scale projects are being realized. Everything points to a revival of hydrogen stocks. Who will be ahead next year?
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dynaCERT – Solutions for the present and the future
Technological change and the energy transition do not happen overnight. Different energy sources and solutions coexist for a long time during the transformation phase. This is where the innovative approach of the Canadian company dynaCERT (TSX:DYA), which meets strict environmental standards, comes into play.
Based on proprietary HydraGEN™ technology, electrolysis is used to produce small amounts of hydrogen and oxygen, which are mixed into the air intake of engines, significantly reducing consumption and emissions. This bridging technology is already being used in several commercial vehicle fleets.
An expansion of the business model is planned for the future. The potential conversion of emission savings directly into CO2 certificates would generate a second revenue stream. In addition to the HydraGEN™ hardware, the Company also operates the cloud-based HydraLytica™ platform for collecting real-time data. This is an important prerequisite for monetizing CO2 savings.
The Company has already achieved a decisive milestone. The dynaCERT methodology has been certified by the Verified Carbon Standard (Verra), the world’s largest provider of CO2 offset standards.
Internationally, the Canadians are steadily expanding their business. Mexico, one of the largest truck markets in the world, stands out in particular with an order of over 100 units. Numerous other projects are underway in Australia, Canada, and the North American freight forwarding and mining sectors.
dynaCERT has been able to position itself particularly well in the French port of Rochefort-Tonnay-Charente, scoring points with fuel savings and emission reductions. The Canadian company’s products are now used in all cranes and logistics vehicles. A blueprint for industry?
To finance further growth, a convertible bond in the amount of CAD 2 million with a two-year term and an interest rate of 5% was recently issued. At maturity, investors can convert the nominal amount of the bond into a total of 13.33 million shares at a price of CAD 0.15. In addition, 6.66 million warrants will be issued, entitling holders to purchase one share at CAD 0.20 over the next two years. The Canadian company’s current market capitalization is CAD 46 million at a price of CAD 0.09. GBC analysts are extremely bullish on the stock with a price target of CAD 0.75.
Nel – EU innovation fund provides support
The hydrogen pioneer’s stock has gone through all the stages. While prices of almost EUR 3 were still being paid during the hydrogen hype at the end of 2021, the Norwegian company’s shares are now trading at a significantly lower level, equivalent to around EUR 0.20. This gives the Company a market capitalization of around EUR 300 million. Analysts predict that Nel will continue to make losses for several years, but that it has sufficient cash reserves.
Recently, there have been encouraging signs in terms of order intake. In addition, after a seven-year development program, the Company announced the planned start of production of clean hydrogen with the next-generation prototype of alkaline pressure electrolysis. The plan is to build a production capacity of up to 1 GW for this technology platform at the Herøya plant in Norway. The EU Innovation Fund is supporting the project with several million euros.
Siemens Energy – Higher medium-term targets
The Germans are an important player in Europe’s energy transition. Siemens Energy has a large footprint in the field of renewable energy and is increasingly active in green hydrogen. The Company develops and produces PEM electrolysers that generate green hydrogen from renewable electricity.
Experts predict dynamic growth in electrolysis capacities worldwide, driven by improved framework conditions, incentives, and subsidies. With a price increase of over 130% in the last 12 months, the stock ranks second in the German benchmark index. At the beginning of the month, the Company significantly raised its medium-term targets and launched a share buyback program. JPMorgan’s price target is EUR 160, indicating upside potential of one-third.
Numerous factors are favoring the second “hydrogen wave.” Improved political conditions, tax breaks, and subsidies are accelerating investment and infrastructure expansion. Nel and Siemens Energy will benefit from this general trend. Canada’s dynaCERT offers a promising bridge technology that is seeing growing demand worldwide. According to analysts, the stock has great potential.
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