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Energy market in transition: RWE, Klimat X and FREYR Battery - Which share offers sustainable price gains?
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Biotech Alert! Morphosys, Bayer, BioNTech and Defence Therapeutics
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Growth Industries in Focus: Investors see potential in Defense Metals, BASF and Volkswagen shares
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Sell Varta shares? Positive news from JinkoSolar and Manuka Resources
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Aixtron, Blackrock Silver, Coinbase - Ready for the year-end rally
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DAX on record course, hydrogen sell-off! Plug Power, First Hydrogen, Nel ASA and Daimler Truck on the test bench
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MorphoSys, Cardiol Therapeutics, Bayer - Where will the rebound start first?
Commented by Juliane Zielonka on December 1st, 2023 | 07:00 CET
Energy market in transition: RWE, Klimat X and FREYR Battery - Which share offers sustainable price gains?
Numerous investment opportunities are emerging in the energy market. Germany's largest electricity producer, RWE, for example, will invest EUR 55 billion in renewable energies and environmentally friendly technologies such as green hydrogen by 2030. Klimat X focuses on CO₂ certificates, allowing renowned companies to become actively involved in environmental protection. It combines ecological initiatives with economic opportunities through the renaturation of forests and mangrove groves in Sierra Leone and Mexico. Companies become tree sponsors while nature does its work. At the same time, FREYR Battery in Norway is automating its production facility and further expanding its central location in the US. Find out how these pioneering developments are shaping the environmentally friendly future of the energy sector.
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Commented by Fabian Lorenz on November 30th, 2023 | 07:10 CET
Biotech Alert! Morphosys, Bayer, BioNTech and Defence Therapeutics
Morphosys is not for the faint-hearted. After unclear study results, the stock gave up its annual gains within a few days. Analysts are also divided on what the future holds. On December 10, the study details will be released, hopefully shedding light on the situation. Bayer shareholders are currently seeing dark clouds. The stock plummeted from EUR 40 to EUR 30 in a short time. Is the dividend now at risk, or is the entire company in jeopardy? There is a slew of positive news for Defence Therapeutics. Can the stock break out of its sideways trend? A potential partner for the Canadians could be BioNTech. The German biotech favourite is working with full coffers on cancer vaccines. However, analysts remain cautious.
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Commented by Juliane Zielonka on November 30th, 2023 | 07:00 CET
Growth Industries in Focus: Investors see potential in Defense Metals, BASF and Volkswagen shares
Investors are looking for opportunities in growing markets. Looking at industries currently requiring rare earths - such as energy, defense, electromobility, and many more - leads to the mining sector. Someone has to supply the valuable raw materials so these industries can continue growing. Defense Metals' Wicheeda project in Canada shows promising results, particularly the increase to 6.4 million tons with a TREO content of 2.86%. BASF secures EUR 124.3 million in government funding for a green hydrogen plant in Ludwigshafen, planned in collaboration with Siemens Energy. Volkswagen is facing challenges, emphasized by VW board member Thomas Schäfer, who announced tough cuts to maintain competitiveness without closing plants. Volkswagen will have to respond to change with a more agile approach, especially as China advances in electromobility.
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Commented by Fabian Lorenz on November 29th, 2023 | 10:00 CET
Sell Varta shares? Positive news from JinkoSolar and Manuka Resources
Is the Varta share price party over again? The shares of the former German battery darling have gained around 30% in value over the past six months. But now analysts are advising to sell. JinkoSolar's management had hoped for more buying when it announced the dividend at the end of September. While this was not the case, shareholders can at least look forward to a payout next week. Manuka Resources is currently managing the balancing act between positive cash flows from the sale of gold and investments in resource expansion. The Company is sitting on another potential "treasure" with a project for battery metals. Is the share undervalued?
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Commented by Stefan Feulner on November 29th, 2023 | 09:55 CET
Aixtron, Blackrock Silver, Coinbase - Ready for the year-end rally
Bets are increasing that the US Federal Reserve may have at least paused to raise interest rates further. This prompted the gold price to reach a six-month high of USD 2,016 per ounce. As with its little brother silver, the signs point to further price rises in the short term. The world's largest cryptocurrency, Bitcoin, even reached a new high for the year of over USD 38,000. Optimists are already anticipating prices well above the USD 50,000 mark.
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Commented by André Will-Laudien on November 29th, 2023 | 09:50 CET
DAX on record course, hydrogen sell-off! Plug Power, First Hydrogen, Nel ASA and Daimler Truck on the test bench
The DAX is soaring because most investors expect interest rates to fall. Based on the assumption of slower growth, investors are again focusing on cyclically sensitive stocks at the turn of the year. According to the expectation curves for ECB and FED interest rates, the first downward adjustments are already expected in Q2. The key factors here are the slight fall in inflation and the central banks' desire to cushion the potential downturn. Despite all the euphoria, the desire to buy is currently bypassing the hydrogen sector. Representatives of the sector are the stock market losers of 2023. Is there still a possibility of a quick rebound in 2024? We do the math.
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Commented by Armin Schulz on November 29th, 2023 | 06:30 CET
MorphoSys, Cardiol Therapeutics, Bayer - Where will the rebound start first?
2023 was a challenging year for pharmaceutical and biotech companies. After the boom years of the Corona pandemic, many companies went into a tailspin. But not just vaccine manufacturers were hit; others were dragged down too. The markets are currently volatile. MorphoSys has seen a peak gain of 145% since the beginning of the year - but is currently only up 35%. Cardiol Therapeutics has also gained over 140% and has recently consolidated. The share is currently up 74% since the beginning of the year. Only Bayer's performance curve is pointing downwards. The share is currently worth 34% less than on January 2. We look at where the rebound will start first after the consolidations.
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Commented by André Will-Laudien on November 28th, 2023 | 07:00 CET
GreenTech 2024 - The turnaround analysis: Siemens Energy, Almonty Industries, JinkoSolar and Nordex. Is the turnaround near?
The Western hemisphere is experiencing unprecedented inflation due to the impact of Corona and subsequent geopolitical conflicts. This time, it is not a boom causing prices to explode but the scarcity of raw materials, manpower and capital. The rise in interest rates is making infrastructure projects worldwide more expensive and jeopardizing the implementation of climate projects. In such an environment, GreenTech companies try to plan carefully, but they are still dependent on the support of public budgets. After sharp price corrections this year, investors can now enter the market a good 50% below the highs, but has the bottom already been reached?
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Commented by Armin Schulz on November 28th, 2023 | 06:45 CET
ThyssenKrupp Nucera, Altech Advanced Materials, JinkoSolar - Green returns in focus
GreenTech stocks have become an important topic in today's world. In the face of rising global environmental concerns and a growing awareness of sustainability, more and more investors are looking for investment opportunities that offer both financial returns and a positive impact on the environment. GreenTech stocks represent companies that are developing innovative technologies and solutions to address environmental issues and shape a sustainable future. Many countries have adopted policies to support the transition to a low-carbon economy. We have picked out three exciting companies.
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Commented by Stefan Feulner on November 27th, 2023 | 07:10 CET
ExxonMobil, Prospera Energy, Deutsche Rohstoff AG - New opportunities in the supercycle
After a sharp rise of around 30% to an annual high of USD 95.50 for the US West Texas Intermediate, black gold entered a correction and has since lost about 20% in value. Even events like the Hamas attack on Israel and OPEC+ production cuts were unable to halt the current decline. From a technical chart perspective, this appears to be a normal correction. In the long term, oil is expected to reach new highs with the next upward movement. JP Morgan, for instance, issued an updated price target of USD 120 per barrel as recently as September.
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Commented by André Will-Laudien on November 27th, 2023 | 07:00 CET
Turnaround Special: 60 billion financial hole - Not with us! TUI, Desert Gold, Bayer and Lufthansa - Get in now!
When the stock market is booming almost every day, it is easy to lose sight of the loss-makers of 2023. But it does not have to continue like this! The market regularly rotates through segments, so today's losers will soon be the winners again. This is already evident with TUI and Lufthansa, who are slowly emerging from the Corona shock. Bayer is halting a promising drug and still has to deal with legal disputes. The current situation and the rising gold trend speak in favor of Desert Gold. Let's take a look at the values of tomorrow.
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Commented by Fabian Lorenz on November 24th, 2023 | 13:00 CET
100% upside potential with hydrogen! Siemens Energy, thyssenkrupp and dynaCERT instead of Nel?
Is there about to be a changing of the guard in the hydrogen sector? There are significant doubts that the previous investor favorites, Nel and Plug Power, will get their losses under control. Who could be the new favorites? Siemens Energy and BASF are working on a production plant for CO2-free hydrogen. The partners are now receiving funding from the federal government and the state of Rhineland-Palatinate. dynaCERT is having its technology tested under the toughest conditions. The hydrogen and emissions reduction specialist is equipping a team for the Dakar Classic Rally. Could 2024 bring revenue growth? thyssenkrupp nucera shows that you can also earn money with hydrogen. Analysts see almost 100% share price potential.
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Commented by Juliane Zielonka on November 24th, 2023 | 07:00 CET
Renewable energies - which market environment currently offers the best investment opportunities for Altech Advanced Materials, Plug Power and Siemens Energy
Wind, hydrogen, electric batteries - in this article today, you can find out which renewable energy technology offers an exciting investment case for investors. Altech Advanced Materials AG is to build a battery plant in Germany, focusing on innovative anode technology that can increase the performance of batteries by around 30%. According to CEO Marsh, Plug Power has strong fundamentals, but is the market environment in the US and Europe ready for green hydrogen? In recent months, Siemens Energy experienced challenges in the wind sector, especially with the acquired wind energy company Siemens Gamesa, which still requires repair measures. Which market environment now offers good investment opportunities in renewables?
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Commented by Fabian Lorenz on November 23rd, 2023 | 07:40 CET
Buy now? Morphosys, Siemens Energy and Desert Gold share
What do renewable energies, biotech and gold have in common? Shares from these sectors have predominantly experienced significant losses in 2023. Morphosys, Siemens Energy and Desert Gold are examples of this. However, the underperformers in the current year are often among the top performers in the upcoming year. Can this apply to these three shares? In the case of Morphosys, the latest study data has been confusing, and the share has given back its gains of the year. Analysts are now expressing their views. Siemens Energy has lost over 30% of its value due to operational problems, and the price targets of the experts vary widely. Explorer Desert Gold has been quiet recently. Is it the calm before a price jump? In any case, the share is anything but expensive.
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Commented by André Will-Laudien on November 23rd, 2023 | 07:30 CET
Getting in now? Hydrogen - The analysis: Nel and Plug Power sold off, rebound at dynaCERT!
It was like a crash. The hype sector hydrogen experienced one of the most significant sell-offs in recent stock market history with a complete reversal to the downside. Parallel to otherwise bullish markets, losses of 70 to 90% were not uncommon. The rationale behind this is understandable and frustrating at the same time: green-oriented governments around the world are trying to accelerate the climate transition but often have the wrong targets in mind due to their lack of expertise. Hydrogen is just a selectively applicable technology and not a solution for global energy supply. Studies show that only the complete, green production of H2 makes any economic sense. Investors have long since seen through the game, and politicians may have to fail before the necessary insight comes. Nevertheless, there are some opportunities for sensible hydrogen applications. We delve into the topic and put current models to the test.
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