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Commented by Juliane Zielonka on March 15th, 2024 | 06:00 CET

Altech Advanced Materials, Tesla, E.ON - Accelerators of the Future in Europe

  • Innovations
  • Technology
  • Batteries
  • renewableenergies
  • Electromobility

Germany's automotive industry is in a state of upheaval. With an annual turnover of EUR 411 billion, solutions are urgently needed to drive electrification forward. E.ON, as one of the largest utilities, is investing billions in European infrastructure for this purpose. The Company is also increasing its dividend. Heidelberg-based Altech Advanced Materials is launching stationary battery storage systems on the market at the beginning of April. It has also published the results of the current feasibility study for its second pillar: a special coating for silicon battery anodes that ensures greater power and longevity. These are exactly the sticking points that customers have been complaining about so far. Tesla also relies on silicon batteries in its models. This week, Elon Musk visited the German plant in Grünheide, and has some good news in store...

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Commented by Fabian Lorenz on March 14th, 2024 | 06:30 CET

Aixtron, Standard Lithium, Edison Lithium: Up to 200% upside potential!

  • Mining
  • Lithium
  • Batteries
  • Electromobility

The Aixtron share is working on a comeback. The last few trading days have been positive, and an analyst commentary also gives hope that the crash is over. After all, the medium-term prospects of the plant engineering company are considered promising. Lithium also appears to be recovering. The long-term prospects for the sector are promising. In the case of Standard Lithium, support at USD 1 has held, and analysts see a price potential of more than 200%. At Edison Lithium, a spin-off is creating price fantasy. Will the IPO of the cobalt business bring about a turnaround? In its core business, the Company is focusing on the raw material for the next generation of batteries.

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Commented by Juliane Zielonka on March 14th, 2024 | 06:15 CET

Porsche, First Hydrogen, Mercedes-Benz: Which shares offer growth potential in the transformation phase towards clean energy?

  • Hydrogen
  • greenhydrogen
  • Electromobility

The German automotive industry is facing drastic changes, one of the biggest transformation phases in history. The "Green Deal" is forcing car manufacturers to completely overhaul their requirements and supply chains. Porsche announces the introduction of hybrid drive in its popular 911 models, and the Macan is set to be offered entirely as an electric vehicle. However, CEO Blume links the transition to an important condition. Forecasts by McKinsey show that clean hydrogen will account for a significant part of the global energy supply by 2030. In this context, First Hydrogen is playing a decisive role in the development of zero-emission transportation solutions. First Hydrogen is developing emission-free vehicles and green hydrogen production in Vancouver, Montreal and London. In partnership with AVL Powertrain and Ballard Power Systems Inc., the Company is working on hydrogen-powered light commercial vehicles with a range of over 630 km. Around 8,000 Mercedes-Benz employees in Germany are currently experiencing the fact that the green transformation can be painful. We provide the details.

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Commented by Armin Schulz on March 13th, 2024 | 07:30 CET

HelloFresh, Royal Helium, Evotec - Rebounds in sight

  • Mining
  • Helium
  • Biotechnology
  • Food

Despite all the various challenges in today's world, such as geopolitical tensions or inflation, the stock market indices have managed to climb upwards. Investors are faced with a crucial question: Where is the hidden value in a market that has already broken many records? The answer could lie in those stocks that have so far stood on the sidelines of the great rally - the silent but potentially strong performers waiting for their rebound. This strategy shifts the focus away from the usual suspects who have already posted substantial gains to stocks that are ready to initiate their own rebound, potentially unlocking significant value for patient investors in the process. We have identified three such candidates.

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Commented by Fabian Lorenz on March 13th, 2024 | 06:30 CET

Bayer disappoints, BioNTech share gives hope, and Cardiol Therapeutics with upside potential!

  • Biotechnology
  • Pharma
  • heartdisease

Analysts were anticipating a more favourable outcome from Bayer's Capital Markets Day. While the spin-off of Aspirin and Co. was expected, and there was also more transparency in the legal disputes, the actual results differed significantly. In some cases, analysts' share price targets plummeted by nearly 50%. In contrast, analysts have renewed their "Buy" recommendation for Cardiol Therapeutics shares. The specialist in cardiovascular diseases is facing exciting weeks and the share could certainly still more than double. There is also movement at BioNTech. In addition to operating figures, there will soon be an update on the drug pipeline. The question remains whether the share can halt its downward trend.

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Commented by André Will-Laudien on March 12th, 2024 | 07:15 CET

Profit-taking in Defense and AI - What else is going on? Rheinmetall, Almonty Industries, Renk and Hensoldt

  • Mining
  • RareEarths
  • Tungsten
  • AI
  • armaments
  • Defense

Armaments stocks have been on the sunny side in the current year, 2024. Investors in this segment clearly outperformed the DAX 40 index. Due to the geopolitical situation and a redefined EU security policy, investors have rediscovered the sector. NATO member states are being called upon by the US to strictly adhere to or further increase their percentage of gross domestic product invested in defense. Donald Trump, who may return, wants to deny renegade allies the backing of the US in an emergency. Although nobody believes in this scenario, the announcement has had the effect that orders for new armaments technology have reached a new all-time high. Which shares are still in focus?

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Commented by Armin Schulz on March 12th, 2024 | 07:00 CET

BYD, Carbon Done Right Developments, Plug Power - Ecological responsibility becomes a success factor

  • Sustainability
  • Electromobility
  • renewableenergies

Companies are faced with the urgent task of improving their carbon footprint and paving the way to climate neutrality. In an age in which environmental protection and sustainability are increasingly coming into focus, companies are called upon to act proactively and make their contribution to climate protection. Effective strategies to achieve this goal include a range of measures, from increasing energy efficiency and switching to renewable energy to optimizing transport routes and promoting a circular economy. If these steps are insufficient because the Company is too energy-hungry, the unavoidable emissions must be offset by investing in climate protection projects. Every climate-neutral company has a competitive advantage, making the achievement of this goal quite lucrative.

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Commented by Stefan Feulner on March 12th, 2024 | 06:45 CET

Barrick Gold, Desert Gold Ventures, Newmont - When will the next surge follow?

  • Mining
  • Gold
  • Inflation

Gold is shining again. After reaching a new all-time high, the crisis and inflation hedge is back in the mainstream. While there has been little to read about the yellow precious metal in the newspapers in recent weeks, gold articles are currently among the most visited. During the initial impulse of the recent rise, mining stocks lagged significantly. However, if the positive trend continues, they could make up for this with disproportionately high price gains.

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Commented by André Will-Laudien on March 11th, 2024 | 07:00 CET

Bitcoin USD 70,000 - High-tech and artificial intelligence - a perennial favorite! Nvidia, Defense Metals, AMD and Super Micro Computer

  • Mining
  • RareEarths
  • hightech
  • AI
  • crypto

It happened over the weekend: USD 70,000 - and no end in sight for Bitcoin? A never-ending rally seems to be taking its course after the cryptocurrency turned upwards at USD 25,000 last September. Will the upswing continue unabated? Due to the upcoming halving in April, this could continue for a few more weeks, with the crypto following growing daily. Suppliers in the high-tech sector are riding the same wave: fast computers, graphics cards, big data and artificial intelligence. Almost infinite growth is expected behind these megatrends. However, valuations are already very advanced. Where are the opportunities for newcomers now?

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Commented by Armin Schulz on March 11th, 2024 | 06:45 CET

Encavis, Manuka Resources, Rheinmetall - Vanadium: From metal to energy source

  • Mining
  • gold
  • Vanadium
  • armaments
  • renewableenergies

The energy transition presents us with the challenge of efficiently storing renewable energy. A key raw material in this process is vanadium, which is used in vanadium redox flow batteries (VRFBs) and is mainly known for its role in steel production. These batteries are characterized by their longevity, with up to 20,000 charging cycles without any significant loss of performance, and their safety as they are non-flammable. In addition, their scalability allows them to be used both in large-scale grid storage and in the private sector. By storing electricity from wind and solar power, VRFBs are a critical element in supporting the transition to a more sustainable energy supply and ensuring the availability of steel alloys that can also be used in the defense industry.

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Commented by Stefan Feulner on March 11th, 2024 | 06:30 CET

Novo Nordisk, Defence Therapeutics, Bayer - Rally after the breakout?

  • Biotechnology
  • Pharma
  • Innovations

Biotechnology has been revived after a disappointing stock market year in 2023. In addition to the interest rate cut fantasy, which should benefit the capital-intensive and innovative sector in particular, the current wave of acquisitions should lead to further price rises. Although the broad Nasdaq Biotech Index has only risen by 3% since the beginning of the year, it is currently facing key resistance levels. If these are broken through, the momentum northwards could accelerate.

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Commented by Juliane Zielonka on March 8th, 2024 | 07:00 CET

Daimler Truck, dynaCERT, Apple shares - Who are the game changers in the market?

  • Hydrogen
  • greenhydrogen
  • Automotive

As the demand for consumer goods continues to grow, the number of diesel trucks on the roads is also increasing. Just 1.5 years after laying the foundation stone, Daimler Truck is clearly focusing on commercial vehicles powered by battery and fuel cell technology at its site in Stuttgart-Feuerbach. Until then, bridging technologies will continue to expand. The Canadian company dynaCERT has developed a pioneering method to reduce the environmental impact of diesel trucks and HGVs. With this innovative technology, hydrogen is fed directly into the engines, resulting in significantly lower harmful emissions such as CO₂ and nitrogen oxides. This technology has already been tested worldwide and is considered a decisive step in the fight against climate change in the transportation sector. The technology can also be used in other transportation sectors, such as shipping or mining. And when it comes to the automotive industry, Apple must recognize that not everything the Cupertino-based company touches turns to gold...

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Commented by Fabian Lorenz on March 7th, 2024 | 06:45 CET

Buy recommendations for TUI and Saturn Oil + Gas share - Aixtron share price targets tumble

  • Mining
  • Oil
  • travel
  • Technology
  • semiconductor

TUI was among the daily winners yesterday. The tourism group's share price rose by more than 5%. The reason was positive analyst commentary. The price target was raised, providing significant upside potential from the current level. Experts also recommend buying Saturn Oil & Gas. After a successful capital increase, the target price for the oil producer's shares was raised. Analysts see over 100% upside potential and scope for high dividends. At Aixtron, analysts' price targets are tumbling. There is even a sell recommendation. However, not all analysts are pessimistic; some see an opportunity in the price slide of the past few days.

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Commented by Juliane Zielonka on March 7th, 2024 | 06:30 CET

Sustainable investments in focus: Occidental Petroleum, Carbon Done Right, Plug Power - Which stock offers the greatest advantage for a net zero economy?

  • Sustainability
  • Technology
  • AI
  • Oil
  • greenhydrogen

True sustainability is a delicate balancing act for investors seeking high returns. Companies worldwide still need fossil fuels to keep their businesses running and growing. The US oil and gas producer Occidental Petroleum is no exception. The Company, in which Warren Buffett also invests, is doing a lot to reduce its carbon footprint. On the other hand, Carbon Done Right is sustainable through and through. Its business model involves the reforestation and greening of forests and rainforests to trade real CO2 certificates for companies such as Amazon and Microsoft. Thanks to innovative AI, Carbon Done Right is finally bringing the desired transparency to the carbon market by monitoring tree growth via satellite. Meanwhile, Plug Power relies on in-house hardware and expects a restructuring of tech companies to favour its CO2-friendly solutions. Who truly has the edge when it comes to sustainable measures and returns?

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Commented by André Will-Laudien on March 6th, 2024 | 11:40 CET

Bitcoin soon at USD 100,000? The music is also playing at Rheinmetall, Renk, Manuka Resources and BYD!

  • Mining
  • Vanadium
  • Gold
  • armaments
  • Electromobility

The stock market is not a one-way street. While Bitcoin reaches new highs daily, many stocks are still on the sidelines. Only 21% of all listed shares reached a new high in 2024, yet the Nasdaq 100 and the DAX 40 index are at their all-time highs. Only a few stocks are gaining favour with investors; others are being left behind. The current focus is on high-tech stocks that enable ever-greater computing power, such as in mining or artificial intelligence. In addition to gigantic amounts of data, mining requires trillions of computing operations to be carried out in a very short time. There are rewards in the form of new bitcoins for confirming transactions on the blockchain, but they will be halved by the next "halving" event in April. Armament values, on the other hand, seem to be heating up. So how much time is left to reap further leaps in returns?

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