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Tesla – profitable in what way?

Tesla – profitable in what way?

by | Jul 21, 2021 | Germany, North America

Giga Factory in Grünheide, © Tesla
Giga Factory in Grünheide, © Tesla

Nowadays, Tesla [Nasdaq: TSLA] is largely making headlines not for of its financials but for the tweets of its charismatic chief executive, Elon Musk. His thoughts on cryptocurrencies such as bitcoin and doge coin, which, depending on the time of day, he says are a really good or a really bad deal, can dominate whole news cycles. Someone recently brought up the huge amounts of energy needed to mine them. As it turns out, the process uses non-renewable sources of energy, which could end up reflecting badly on the image of battery-electric cars as well. In response, Musk said he will rethink his position on bitcoin, which helped cause the cryptocurrency’s price to plunge from over USD 60,000 to USD 30,000. One might wonder what his behavior did to Tesla’s own USD 1.5 billion bitcoin investment.

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Burckhardt Compression – peripheral technology

Burckhardt Compression – peripheral technology

by | Jul 21, 2021 | Europe

BC Diaphragm Compressor, © Burckhardt Compression
BC Diaphragm Compressor, © Burckhardt Compression

Burckhardt Compression, formerly a subsidiary of Swiss engineering group Sulzer, could become the next stock to pique the interest of investors. The world’s foremost manufacturer of piston compressors, Burckhardt [SIX: BCHN] is increasingly producing equipment that is later used in hydrogen production or transport, as in gas networks delivering hydrogen blends or in electrolyzers, providing the company with new and huge opportunities for growth. Burckhardt is expected to generate CHF 620 million to CHF 650 million in revenue this fiscal year. Its performance last year had already resulted in earnings of CHF 13 a share, including CHF 6.5 in dividend payouts. In its annual report, Burckhardt noted that 2020 saw a “substantial increase” in demand for hydrogen-related components in the transportation and energy sectors.

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Handelsblatt magazine’s Hydrogen Summit

Handelsblatt magazine’s Hydrogen Summit

by | Jul 21, 2021 | Germany, worldwide

Driven in part by the recent decarbonization aims of multiple countries and businesses around the world, there is now pressure on every stakeholder in the sector to establish a global hydrogen economy as fast as possible. That much was clear to those attending German Handelsblatt magazine’s online Hydrogen Summit on May 26 and 27. An oft-discussed issue also brought up at the summit was the color of future hydrogen supplies. In response, Wolfgang Büchele, who was Linde’s chief executive from 2014 to 2016, said, roughly, that the color of the gas – be it green, blue or gray – was not nearly as important as the speed at which a steady supply of hydrogen could become a reality.

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A bumpy ride

A bumpy ride

by | Apr 14, 2021 | Germany

Weichai Truck - Ballard
© Ballard

The highs and lows of hydrogen and fuel cell stocks in recent weeks can be best described as a bumpy ride following a significant and rapid increase in prices. It seems to me that the market has entered a major consolidation phase. Yet this is no reason to lose faith, especially as the wild fluctuations that have been raging since early December 2020 – with some stocks climbing more than 50 percent inside a month – begged a correction. A process which is now in full swing. At the end of the day, it’s the future of the industry that counts and so here I stand by the old stock market maxim: The trend is your friend.

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FuelCell Energy – business valued too high

FuelCell Energy – business valued too high

by | Apr 14, 2021 | Germany

Historical prices for FuelCell Energy since 2008 - Wallstreet
© www.wallstreet-online.de

There has been a stark rise in the valuation of the business from around USD 100 million to now over USD 9 billion, with the stock price increasing from USD 1 – USD 2 to USD 29. I would go so far as to call it totally excessive. I got early wind of FuelCell Energy [Nasdaq: FCEL] as a turnaround after a management consultancy had “cleaned it up” and after the company had undergone a period of refinancing and restructuring and happily onboarded Orion Energy Partners as a key investor.

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