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People and Markets

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Cummins – Hydrogen as a driver of growth

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My recommendation to use the temporarily very weak prices in Cummins for continued and new buys has already paid off: The share price grew from around 200 to over 255 USD. And it will continue to, even though Cummins is increasingly focusing on new markets like hydrogen (engines, electrolysis...

Ballard Power – Platform partnership with Ford

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The press conference for the second quarter delivered a number of results that allow a very optimistic outlook for the future of the company. Ballard is positioning itself perfectly in its most important markets: buses and trucks, rail vehicles, maritime transport and stationary energy. This...

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Plug Power – Still not a must-buy

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Plug Power reports on a variety of projects related to hydrogen, its production, use and future markets in which it is active and feels it is a frontrunner. Company representatives talk about an H2 production facility in Georgia that is the largest of its kind in the USA. They’re active everywhere –...

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Siemens Energy – Many new technology approaches

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From the house of Siemens Energy, we’re reading about various projects which, in our view, address many new markets in the field of hydrogen. These involve, for example, the construction of an electrolysis plant where the resulting waste heat can be used for a heat pump and, with this and the...

Weichai – Good share price performance

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On Weichai, I unfortunately cannot present any new key figures, but the increased share price indicates that, firstly, things are going well with the hydrogen strategy at China’s largest diesel engine manufacturer and, secondly, China’s expected H2 subsidy program allows for positive estimates here...