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September 1st, 2021 | 10:39 CEST

Gazprom, Kodiak Copper, Nordex: This is how the energy transition pays off

  • Copper
Photo credits: pixabay.com

Keeping the economy moving requires energy. This energy can come from a variety of sources. Fossil fuels, such as oil and gas, have come under fire for their CO2 emissions. However, what is clear is that these energy sources will remain important for a long time to come. As a climate-neutral alternative, electricity from renewable sources is gaining in importance. However, this requires investments in storage facilities and transmission lines. We present three stocks related to the energy sector.

time to read: 3 minutes | Author: Nico Popp
ISIN: GAZPROM ADR SP./2 RL 5L 5 | US3682872078 , KODIAK COPPER CORP. | CA50012K1066 , NORDEX SE O.N. | DE000A0D6554

Table of contents:


    Gazprom: Resistance ahead!

    Gazprom is a true giant when it comes to energy. The Russians hold around 17% of the world's proven reserves of natural gas. After the pandemic had a bit of an impact on Gazprom's figures and the controversy surrounding the Nord Stream 2 Baltic Sea pipeline, the situation has calmed down again. The pipeline is being completed, and it also became clear that Gazprom will also do good business with China in the future. The Company is building a pipeline through Siberia to the east to achieve this.

    The stock has been experiencing an upswing for a few days now. In the past month alone, Gazprom has gone up 7.7%. It shows that oil and gas companies will not disappear from the scene for a long time yet. Over the course of a year, Gazprom has gained a whopping 66%. Currently, however, the share is stalking a long-term high and could encounter resistance there. The stock is also attractive because of its dividend, but growth should be limited.

    Kodiak Copper: Forest fire danger averted - it continues!

    In contrast, the small Canadian Company Kodiak Copper offers enormous growth opportunities. The MPD and Mohave projects offer attractive potential in terms of possible copper production. Especially MPD is considered advanced and has caused a sensation in recent months with some spectacular drill results. Last year, the share price jumped from CAD 0.46 to over CAD 3 between July and September. The reason was spectacular drilling results. In the meantime, the share has corrected and is trading around CAD 1.45. In Germany, that is just under EUR 1.00.

    Although the Company has successfully purchased land and drilled further successful wells, the price has fallen back. Part of the reason for this is the recent high risk of forest fires in Canada. In the meantime, however, Kodiak Copper announced that it would continue the work that had been interrupted. There is still only a two-week delay in the schedule. As copper is urgently needed for power grids and charging stations for electric cars, investors should keep Kodiak's shares on their radar. The projects are promising and on the notepads of many market participants.

    Nordex: The valley of tears has been crossed

    A prominent company when it comes to renewable energy for many German investors is Nordex. That is because the stock has been known for price rallies and also crashes in the past. In the meantime, however, Nordex has arrived in calmer waters. The Company is one of the leading suppliers of wind turbines. In 2020, the Company slipped deeper into the red because of the pandemic. Nevertheless, it increased its investments. In the final weeks of the year, incoming orders showed that things were looking up again. The bottom has now been passed.

    However, the share price has not yet really got back on track. In the past three months, the share price has fallen by just under 8%. Nevertheless, the chart shows signs of stabilization above the EUR 15 mark. However, if the share price slips below this level, it could face new difficulties. On the other hand, good news should boost the value and drive it toward EUR 20. The stock fits the spirit of the times but is currently not so hot. Nevertheless, investors should keep Nordex on their radar.


    While stocks like Gazprom or Nordex gradually reflect new operational developments in the share price, stocks like Kodiak usually react more dynamically. A forest fire can quickly cause the share price to fall. On the other hand, good drilling results can catapult the share significantly upwards. Investors should take this cyclicality into account and adjust their strategy accordingly. Kodiak Copper can be a good choice given the energy transition and electromobility and the resulting hunger for raw materials.


    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may in the future hold shares or other financial instruments of the mentioned companies or will bet on rising or falling on rising or falling prices and therefore a conflict of interest may arise in the future. conflict of interest may arise in the future. The Relevant Persons reserve the shares or other financial instruments of the company at any time (hereinafter referred to as the company at any time (hereinafter referred to as a "Transaction"). "Transaction"). Transactions may under certain circumstances influence the respective price of the shares or other financial instruments of the of the Company.

    Furthermore, Apaton Finance GmbH reserves the right to enter into future relationships with the company or with third parties in relation to reports on the company. with regard to reports on the company, which are published within the scope of the Apaton Finance GmbH as well as in the social media, on partner sites or in e-mails, on partner sites or in e-mails. The above references to existing conflicts of interest apply apply to all types and forms of publication used by Apaton Finance GmbH uses for publications on companies.

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    Der Autor

    Nico Popp

    Nico Popp

    At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

    About the author



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