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BioNTech, CureVac, Bayer, Cardiol Therapeutics, and Evotec: Tripled and still in turbo mode?
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Plug Power, Carbon Done Right, BASF: Raising capital, climate protection projects, and cost optimization for returns
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Averting power outages, starting the battery revolution! BASF, Altech Advanced Materials, BYD, and VW
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BioNTech, Bayer, Vidac Pharma: Buy recommendations and potential worth billions
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Bloom Energy, First Hydrogen, Nel ASA - Best conditions for a rebound
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70% with Evotec shares? Caution with BASF? Almonty Industries tempts investors to get in!
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Plug Power, Saturn Oil + Gas, RWE - Which energy belongs in the portfolio?
Commented by André Will-Laudien on July 25th, 2024 | 08:20 CEST
BioNTech, CureVac, Bayer, Cardiol Therapeutics, and Evotec: Tripled and still in turbo mode?
On the stock market, separating the wheat from the chaff is essential, especially in the biotech sector. This task becomes challenging when ongoing studies conclude, and their results must be interpreted. The market does not always react correctly to announcements, as evidenced by this year's acquisition of MorphoSys. While the stock market rejected the supposedly poor results, Novartis built up the first favourable positions, ultimately acquiring the Munich-based company for EUR 2.7 billion. From a low of around EUR 12, the acquisition price was a high EUR 68, making it a 500% deal. But opportunities are always lurking. Here is a selection of promising candidates.
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Commented by Juliane Zielonka on July 25th, 2024 | 07:45 CEST
Plug Power, Carbon Done Right, BASF: Raising capital, climate protection projects, and cost optimization for returns
The energy sector is undergoing radical change, with far-reaching consequences for companies across various sectors. The hydrogen specialist Plug Power is struggling with financial bottlenecks despite state subsidies and has to carry out a capital increase on unfavourable terms. The sustainability company Carbon Done Right reports initial successes with its reforestation project in Sierra Leone. The Canadians are thus further establishing themselves in the growing market for CO₂ certificates. The chemical and agricultural company BASF is responding to the changing conditions in Germany by closing plants. The energy transition requires not only technological innovations but also new business models and flexible adaptation strategies. Which of the three companies will win the race this time?
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Commented by André Will-Laudien on July 24th, 2024 | 07:00 CEST
Averting power outages, starting the battery revolution! BASF, Altech Advanced Materials, BYD, and VW
Varta is undergoing a complete restructuring and reorganization, likely leaving legacy shareholders empty-handed. The back and forth since 2023 has given the German SME sector an increasingly unsettling look. The environment is challenging, and only the strongest will survive the looming storm. Traces of Habeck's poor planning can also be seen in the energy transition. Instead of fully utilizing renewable energies, six new gas-fired power plants are now being planned, which will, of course, be powered by hydrogen. This draws investors' attention back to battery storage systems, as they are needed to successfully store surplus energy. Where do the opportunities lie for resourceful investors?
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Commented by Fabian Lorenz on July 24th, 2024 | 06:30 CEST
BioNTech, Bayer, Vidac Pharma: Buy recommendations and potential worth billions
Can BioNTech shares stop the downward trend? A "Buy" recommendation gives hope. According to this recommendation, the shares of the German biotech flagship have the potential to double in value. Analysts believe a multiplication is possible for Vidac Pharma. The biotech company is pursuing a revolutionary approach in the fight against cancer, and the first drug has a revenue potential of over EUR 1 billion. Even though research is still ongoing, Vidac is not expensive with a market capitalization of less than EUR 10 million, and is a takeover candidate if the study data remain positive. Analysts do not currently see any impetus for an increase in Bayer's share price. However, shareholders should be ready for news from the pharmaceutical pipeline in the coming weeks. These are important for the DAX-listed company.
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Commented by Stefan Feulner on July 23rd, 2024 | 07:00 CEST
Bloom Energy, First Hydrogen, Nel ASA - Best conditions for a rebound
Germany is not the only country working to develop a sustainable hydrogen market. Economics Minister Robert Habeck recently announced funding for projects totalling EUR 4.6 billion to make the economy climate-neutral. Green hydrogen is set to be a key energy source in the future. The German government projects a hydrogen demand of 95 to 130 TWh annually by 2030 to support industrial decarbonization. This development is not currently reflected in listed companies, which may open up new investment opportunities in the long term.
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Commented by Fabian Lorenz on July 23rd, 2024 | 06:50 CEST
70% with Evotec shares? Caution with BASF? Almonty Industries tempts investors to get in!
Will BASF miss market expectations in the second half of the year? Analysts believe so. The chemical giant's revenues are already expected to fall in the second quarter. So, should one sell the shares now? The Evotec share was bought yesterday. Analysts believe that the profit warning from Sartorius should not be overestimated and see over 70% upside potential. However, patience is required. The Almonty Industries share also appears too favourable. The commissioning of a huge tungsten mine is imminent, and not only companies such as Taiwan Semiconductor and Rheinmetall need the critical metal for their high-tech products. So, when will the share break out?
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Commented by Armin Schulz on July 23rd, 2024 | 06:45 CEST
Plug Power, Saturn Oil + Gas, RWE - Which energy belongs in the portfolio?
The debate about the ideal energy source for the future focuses on hydrogen, oil, and renewable energies. Despite its controversial reputation, oil remains a significant energy source due to its high energy density and well-established infrastructure. Technological advances are also reducing the negative environmental impact. However, renewable energies and hydrogen also offer significant advantages, such as sustainability and low emissions. However, there is a lack of infrastructure to fully exploit the advantages of these technologies. We examine one candidate from each sector and where they stand today.
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Commented by André Will-Laudien on July 22nd, 2024 | 07:00 CEST
Despite the super disaster with CrowdStrike, 100% returns are possible with TUI, Lufthansa, Prismo Metals and BayWa!
The CrowdStrike outage shows us just how dependent the world has become on multinational corporations from America. Within hours, everything came to a standstill - nothing worked at airports, supermarkets, and banks, and some hospitals had to postpone operations. Does this make those responsible think about what urgently needs to be changed? In addition to a completely dependent situation in the IT sector, Europe, in particular, is in a pretty poor state regarding raw materials. Chancellor Scholz is looking for resources in Serbia, a country that would like to join the EU but is closer to the aggressor Vladimir Putin. Can Brussels overlook such facts and transfer billions more to Ukraine at the same time? Europe's needs are obviously manifold, and the most urgent need is likely to master the energy transition to prevent industry migration to more favourable jurisdictions. Investors are currently facing enormous challenges. We provide some ideas for a 100% portfolio.
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Commented by Stefan Feulner on July 22nd, 2024 | 06:45 CEST
Palantir, VCI Global, C3.ai - Beneficiaries of the megatrend
The emergence of ChatGPT brought artificial intelligence into the mainstream. Since then, companies developing various AI services have been springing up like mushrooms. This trend will undoubtedly continue to gain momentum in the future, as various technologies are already too firmly anchored in the economy and society. Despite the current sideways movement on the stock markets, we should continue to keep an eye on the developments of listed players who are likely to benefit from this super cycle in the future.
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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
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
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
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
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 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?
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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