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Commented by André Will-Laudien on July 19th, 2024 | 07:15 CEST

Top energy transition shares: 100% returns through CO2 reduction! Nel ASA, Plug Power, Carbon Done Right, and dynaCERT

  • Hydrogen
  • CarbonCredits
  • Sustainability
  • renewableenergies

Heat records, floods, and energy shortages! This summer, all climate change issues are on the table. Since the nuclear power plants were shut down, Germany has lacked a reliable base load power supply. Pronounced grid weaknesses are increasing, with no improvement in sight. Economics Minister Habeck wants to build gas-fired power plants as quickly as possible, which can later be operated with hydrogen. Nice idea! Meanwhile, Berlin's economic experts are buying French nuclear power to fill existing gaps. Nobody can scientifically prove the difference in climate technology between here and there, but German consumers are happy to pay for this nonsense through their electricity bills. This is how EU energy policy works. Since expenses are continuously rising, we focus on increasing revenue streams. Here are some ideas for your energy portfolio.

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Commented by Juliane Zielonka on July 19th, 2024 | 07:00 CEST

Globex Mining, Barrick Gold, Amazon - Gold miners and data collectors: On the hunt for valuable resources

  • Mining
  • Gold
  • Commodities
  • data
  • AI

Gold has always been a safe haven for minimizing risk in a portfolio. The long-established exploration company Globex Mining boasts over 200 properties with various valuable metals in its portfolio. Recently, Globex acquired additional gold fields through a swap deal. Shareholders benefit from the ingenious strategy of preserving the value of the Company's shares - without dilution. The prospects for top dog Barrick Gold are also excellent. Analysts are also confident about Barrick's growth thanks to increased production and a further rise in the gold price. For Amazon and AWS, however, data is the new gold. Smart developers are the most valuable resource as an investment in the future. With a global AI tour in strategically important countries such as India, Brazil, the UK, and France, the tech giant is attracting talent and promoting developments in artificial intelligence. Who is the best hunter of these three candidates and offers the highest added value for investors?

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Commented by Juliane Zielonka on July 18th, 2024 | 07:00 CEST

BASF, VCI Global, Palantir - AI and digitalization as a market opportunity with high returns

  • Digitization
  • hightech
  • Fintech
  • data
  • AI

Future industries such as robotics, AI, and digitalization are accelerating the growth of companies through the automation of production processes. This also increases the opportunity for high-growth stocks. BASF has been using computer-aided technology in its various business areas for over ten years. Starting with machine learning in the chemical industry, they are now supporting countless smallholders and farmers in the agricultural business with artificial intelligence. No less a partner than Google is involved in this partnership. Does this bold move offer the traditional company a chance of above-average growth? One candidate in the high-growth sector is the Southeast Asian company VCI Global. The experienced management has an impressive track record of successful IPOs and has established itself as an expert in guiding companies through public listings. The Company also invests in future markets through an investment arm. Its focus here: Robotics, blockchain, AI. Palantir, on the other hand, is known for its big data technology, which uses AI for government institutions. Recently, some analysts have expressed concerns about the Company's high valuation. However, in Europe, one authority continues to rely on the US company's data networking. Where do the best returns lie for investors?

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Commented by André Will-Laudien on July 17th, 2024 | 09:00 CEST

Elon Musk finances Donald Trump - Now a strategic move with Rheinmetall, Aixtron, Almonty Industries, and Varta

  • Mining
  • Tungsten
  • renewableenergies
  • Defense
  • hightech

An assassination attempt with consequences. Tech billionaire Elon Musk has expressed his deepest solidarity with presidential candidate Trump following the assassination attempt. The Tesla CEO will henceforth financially support the Republican presidential candidate's campaign massively. Musk intends to provide around USD 45 million per month, as reported by the Wall Street Journal. The latest election polls now put the Republican clearly ahead of Biden. This could lead to a strongly US-oriented policy in the spirit of "America First". Above all, Trump aims to halt immigration, invest in the ailing infrastructure, massively arm the national security, and revitalize "Old America". Everything suggests that the blockbuster sectors of high-tech and armaments will continue thriving for now. The focus is clearly on strategic raw materials due to the efforts to reduce foreign dependencies. Where are the opportunities for shareholders?

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Commented by Armin Schulz on July 17th, 2024 | 07:45 CEST

Nel ASA, dynaCERT, Plug Power - Hydrogen: Multiplier or downfall?

  • Hydrogen
  • greenhydrogen
  • renewableenergies
  • Electromobility

Hydrogen technology could not only revolutionize the future of energy but also offer significant opportunities for investors. Hydrogen stocks are currently in the spotlight and promise potentially high returns. Companies specializing in the production, storage, and distribution of hydrogen could be among the big winners of the energy transition. Many of these companies are still in the early stages of development, which means high growth opportunities but also entails corresponding risks. The question is: Can you get multipliers in your portfolio with hydrogen companies, or is there a risk of total loss? We look at three companies aiming to make money with hydrogen.

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Commented by Fabian Lorenz on July 17th, 2024 | 07:30 CEST

Siemens Energy share down 50%? Now time to buy Rheinmetall, Bayer, and Saturn Oil + Gas?

  • Mining
  • Oil
  • Defense
  • Pharma
  • renewableenergies

Can the Siemens Energy share halve in value? At least, that is what the analysts at Bernstein think, who have set a price target of EUR 15. After a strong rally, the focus is now back on the Company's problem areas, such as India. Rheinmetall, on the other hand, is recommended as a "Buy". Can the armaments group thus end its sideways movement? In an initial study, analysts see around 50% upside potential for Saturn Oil & Gas. The oil company intends to significantly increase its free cash flow in the coming years but is considered undervalued compared to its peers. Some analysts see even more potential. Analysts are cautious about Bayer shares. In addition to the well-known legal disputes, operational issues are also a burden.

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Commented by Stefan Feulner on July 17th, 2024 | 06:30 CEST

BioNTech, Cardiol Therapeutics, Bayer - Prepared for the next wave

  • Biotechnology
  • Biotech
  • Pharma

The assassination attempt on former and possibly future US President Donald Trump was clearly the dominant topic at the weekend, causing both gold and the largest cryptocurrencies to surge at the start of the week. Still largely unnoticed, however, the COVID-19 figures are rising again, especially in the United States, which could halt the downward spiral for vaccine manufacturers such as BioNTech/Pfizer and Moderna.

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Commented by Armin Schulz on July 16th, 2024 | 07:30 CEST

Daimler Truck, First Hydrogen, Nikola - Green logistics companies in focus

  • Hydrogen
  • greenhydrogen
  • Logistics
  • Trucks
  • Electromobility

With the aim of promoting greener technologies and meeting legal requirements, logistics companies are faced with the choice between electric and hydrogen drives for the future. Many countries have introduced strict emissions regulations to reduce CO2 emissions and minimize the use of fossil fuels. While electric drives impress with their high energy efficiency and low operating costs, hydrogen drives score points with their fast refueling and long range. We have picked out three companies, some of which are pursuing different approaches, and take a look at their current situation.

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Commented by Fabian Lorenz on July 16th, 2024 | 07:15 CEST

Next share price jump? TUI, Aixtron, and Desert Gold

  • Mining
  • Gold
  • Travel
  • Technology

Is the Aixtron share about to make its next leap? The shock of the profit warning was digested with a rise of over 10%. Three analysts recommend the share as a "Buy". Desert Gold is also ripe for a new rally. After more than doubling in a short space of time at the beginning of the year, it consolidated textbook style. Will it soon jump to a new yearly high? The Company is certainly not expensive, and experts consider a gold price of USD 3,000 possible. Important drilling results are also on the horizon. TUI is currently performing well operationally. The summer season business is booming, and the bankruptcy of a competitor is providing additional momentum. Nevertheless, the share is trending sideways. Could the purchase of an island be the trigger?

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Commented by André Will-Laudien on July 16th, 2024 | 07:00 CEST

Trump shares: Airbus, Royal Helium, Hensoldt, and Rheinmetall appear systemically relevant, and Plug Power aims high!

  • Helium
  • hightech
  • Defense
  • Fuelcells

The world seems to be coming apart at the seams! While the capital markets are skyrocketing, we find ourselves in the midst of several geopolitical conflicts and a brutalization of social conditions. In Saxony, poster-holders are being beaten up; in the US, presidential candidates are being shot at, and in Ukraine and the Middle East, there seems to be no end in sight to the warfare. No wonder the population's need for security is at an all-time high. This also drives up gold and Bitcoin, as political confidence is waning. Donald Trump may be a flamboyant and over-excited politician, but he is right when he says that the current situation is almost unbearable. He wants to invest a lot of money in security and get "his country" back on track. Strategically relevant shares remain in demand in this context. Here is a current selection!

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Commented by Stefan Feulner on July 15th, 2024 | 07:40 CEST

BYD, Altech Advanced Materials, Volkswagen - Anti-cyclical share price gains

  • BatteryMetals
  • Electromobility
  • Batteries
  • renewableenergies

In recent weeks, vehicle manufacturers have been bombarded with negative news. In addition to the introduction of punitive tariffs by the European Union on the Chinese electric vehicle industry, the German flagship Volkswagen came around the corner with a sharp profit warning. However, those expecting severe share price losses were caught off guard. This is a strong sign of an end to the correction and a possible trend reversal.

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Commented by Juliane Zielonka on July 12th, 2024 | 06:30 CEST

First Hydrogen, Delivery Hero, Porsche - New markets, new challenges, and optimistic analysts

  • Hydrogen
  • Fuelcells
  • Electromobility
  • renewableenergies
  • Retail

The markets are on the move. Delivery Hero is charging its B2B customers in South Korea to pay more to cushion a potential fine of three million euros. While food is delivered by bicycle in urban areas, there are numerous delivery services that deliver goods to their customers by van. Whether Amazon, Hermes, or DHL, innovations are urgently needed here, as purely electric vehicles can usually only handle short distances. First Hydrogen could be the answer. The Company is developing emission-free vehicles for logistics that can cover 630 km on a single fuel tank. First Hydrogen is thus positioning itself as an innovative player in the still-young hydrogen market. Porsche, on the other hand, is struggling with declining sales figures, particularly in China. However, analysts remain optimistic, thanks to a positive margin trend and another decisive factor.

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Commented by Fabian Lorenz on July 11th, 2024 | 06:55 CEST

Shares with breakthrough potential? Evotec, Varta, and Carbon Done Right Developments

  • Sustainability
  • Pharma
  • Biotechnology
  • renewableenergies
  • CarbonCredits

Evotec is currently going from strength to strength. Yesterday, a partnership with pharmaceutical giant Pfizer boosted the share price. Will the resistance at EUR 10 now finally fall? There has also been positive news for Varta recently. Is the possible collaboration with Porsche a game changer? Analysts have a clear opinion on this matter. At Carbon Done Right Developments, investors are eagerly awaiting the AIM listing. Once it happens, the share price could explode, as the Company is working on an ecosystem within a billion-dollar market. Should you position yourself now? In any case, all three companies are working towards a breakthrough.

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Commented by André Will-Laudien on July 11th, 2024 | 06:45 CEST

Mega rally on the cards - 500% plus is likely too low an estimate! Evotec, Desert Gold, Cogia, VCI Global, and Lufthansa

  • Mining
  • Gold
  • Commodities
  • Biotechnology
  • airline

The stock market keeps rising and rising - this much is revealed by the ever-new highs of prominent indices such as the NASDAQ 100, S&P 500, or the Nikkei index. However, a closer look reveals some inconsistencies. For example, only 6% of all traded stocks are currently reaching new highs, while over 70% of all listed stocks have fallen since the beginning of the year. In short, global liquidity is aggregated in just a few blockbuster stocks, with the rest being left behind. Such bubbles already occurred in 1999, 2007, and 2015, followed by a 25% to 50% correction. When exactly this will happen, no one knows, but the party is likely to continue for a while due to high liquidity. Gold and silver are in the process of forming interesting breakout formations. Now is the time to pick the cherries!

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Commented by Juliane Zielonka on July 11th, 2024 | 06:30 CEST

dynaCERT, Volkswagen, Siemens Energy - Growth drivers in renewable energy: Who is leading?

  • Hydrogen
  • renewableenergies
  • Energy
  • Electromobility

In the hydrogen business, countries are providing government incentives to further promote this innovative technology. For instance, the US Department of Energy is providing around USD 750 million for 52 projects in 24 states. The goal is clear: to make clean hydrogen affordable and to gain international leadership in this sector. The Canadian company dynaCERT has developed an emission-reducing technology to retrofit conventional diesel engines to make them emission-free. This bridging technology combines the best of both worlds: the efficiency of diesel engines and the retrofittable and switchable CO₂-reducing drive form. The engine itself remains untouched in its functionality. One reason for the slow progress of large-scale hydrogen projects is the still lacking infrastructure. Siemens Energy can look forward to significant growth in its Grid Technologies division. Volkswagen, on the other hand, is learning that subsidies are not always advantageous, particularly regarding electric vehicles. The plant in Brussels is on the brink of collapse. And then there is a multi-million-dollar compensation claim from a completely different sector.

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