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May 10th, 2022 | 11:54 CEST

GreenTech stocks are on the rise! Buy now: BASF, Meta Materials, Nordex, Siemens Energy

  • GreenTech
  • Technology
  • Investments
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The distortions on the capital markets can hardly be topped at the moment. The nickel price has risen by 300%, only to drop by 70% again. And all this in only 48 hours. There are countless examples in the current stock market environment that are historically unparalleled. In just 2 months, the Bund Future fell from 178 to 151, a loss of 16% in the 10-year Bund. In parallel, the capital market interest rate rose from minus 0.45% to a whopping plus 1.15%. So interest rates are back, inflation is spreading, and supply deficits continue to fuel the underlying stagflation scenario! One major trend should bounce back after the end of the many corrections: GreenTech! Here is a selection of interesting stocks.

time to read: 4 minutes | Author: André Will-Laudien
ISIN: BASF SE NA O.N. | DE000BASF111 , Meta Materials Inc. | US59134N1046 , NORDEX SE O.N. | DE000A0D6554 , SIEMENS ENERGY AG NA O.N. | DE000ENER6Y0

Table of contents:

    BASF - After the dividend is before the gas shutdown

    Ludwigshafen-based chemical giant BASF is one of the largest gas consumers in Germany. BASF CEO Martin Brudermüller predicts the destruction of our prosperity if Germany stops Russian natural gas imports to stop financing Vladimir Putin's war in Ukraine. Unfortunately, the decision-makers do not have much time to develop a new energy plan. The necessary investments are enormous, and a new major gas supplier must first be found.

    BASF held its Annual General Meeting at the end of April. The mood was somewhat depressed because, despite a historically high payout of EUR 3.40, or almost 7% yield, doubts arose that BASF had not yet initiated suitable measures to secure energy. The chemical giant had probably hoped for too long that the Ukraine conflict would disappear into thin air at some point and that this would allow the strained commodity markets to breathe again. Unfortunately, this scenario did not materialize, and well-known economists are now talking about a loss of at least 3.8% in growth. It is now more than questionable whether Germany will even manage a positive year for GDP in 2022.

    Within the Group, BASF, with its 67% oil and gas holding Wintershall Dea at the Wilhelmshaven site, has decided to produce hydrogen from Norwegian natural gas in the future. The large-scale 2028 project will produce over 200,000 cubic meters of hydrogen per hour under the "BlueHyNow" label. This will deliver an annual volume of 5.6 terawatt-hours (TWh) and is roughly equivalent to three times the energy consumption of the Volkswagen plant in Wolfsburg. BASF sits across the table from Wintershall Dea co-owner LetterOne (33%), whose main owner is Russian oligarch Mikhail Fridman. Whether the GreenTech project will run smoothly is therefore not yet set in stone.

    Meanwhile, BASF shares have dipped below EUR 48. In the long-term chart, several supports now offer buying opportunities between EUR 39 and EUR 45. However, one should be patient for the first price gains, as the environment for BASF is anything but good - the dividend in 2023 could be cut.

    Meta Materials - Moving forward with state-of-the-art technology

    As the energy supply picture turns around completely, the demands on industry will also change dramatically once again. While a few years ago it was chic to build everything much lighter and more durable, today, energy efficiency and independence from petrochemicals count. That draws attention to disruptive technologies capable of delivering new ways of thinking and permanently changing industries, such as smart nanocoatings.

    The developments of META®-Materials can be divided into the three areas of holography, lithography and wireless sensor technology with strong IT networking and implementation of artificial intelligence. The product range goes from high-end functional materials to nanocomposites. Meta produces special coatings which combine new functionalities with the surface structure of known products. By using these technologies, sound, light, heat or radio waves can be redirected using modern nanotechnology.

    The comprehensive META® technology platform enables leading global brands to deliver breakthrough products to their customers in consumer electronics, 5G communications, health and wellness, aerospace, automotive and clean energy. The novel nano-optical technology provides anti-counterfeiting security features for government documents and currency and authentication for brands. It was honored in 2021 by Lux Research, which named META®-Materials "Innovator of the Year." CEO George Palikaras will report on the latest progress at the next International Investment Forum on May 19 at 18:00.

    In the current sell-off on the NASDAQ, META®-Materials was also taken into custody. The Company permanently reports good progress but was nevertheless hit hard. MMAT shares currently cost USD 1.16 in New York. When the trend in the technology markets turns around again, META®-Materials is likely to be back in front again quickly. Therefore, like a squirrel, collect a few pieces for the coming winter.

    Nordex or Siemens Energy - Who is faster moving into the green?

    It resembles a sell-off! Nordex and Siemens Energy have fallen within 6 weeks like rarely before. At the beginning of the new week in May, with high turnovers, it went down strongly. Nordex has built up a 37% loss in 12 months, with Siemens Energy currently minus 34%, only a few consolation points less.

    Both companies presented their annual figures a few weeks ago. For Nordex, these were in line with expectations, but a hacker attack is now plaguing the accounting system. The long-awaited quarterly figures have now had to be postponed until June. At Siemens Energy, the very weak result of Siemens Gamesa is currently weighing on the Company. Siemens Energy already had its books examined on February 9, 2022. For the quarter ended December 31, 2021, the Company reported EPS of minus EUR 0.18 per share. A year earlier, Siemens Energy had still posted a plus of EUR 0.21. Sales fell by just under 9% to EUR 5.956 billion.

    Siemens Gamesa, the Spanish wind power subsidiary in which the Germans hold a good two-thirds stake, has been experiencing problems for a long time. Profit warnings, management changes, forecasts not met - the problems of the Spanish wind power subsidiary have repeatedly affected the entire Group. It will now be interesting to see how both companies fared in the past quarter. Despite high order backlogs, delivery times are longer than the promises made in the contracts, which costs money. Siemens is expected to present its Q2 financial results on May 11, 2022. In the current environment, good advice is expensive, as the sell-off can still continue. However, the prices of EUR 11.6 and EUR 16.7 are tempting.

    The GreenTech industry is in a dilemma. On the one hand, these technologies are strongly promoted by the government, but on the other hand, in the current raw materials crisis, it is impossible to supply more than is available. As a result, the energy turnaround is simply taking too long and investors are losing patience. For stocks, this means taking painful losses until the wind shifts again. However, keep an eye on the titles presented here; only a small technical counter-reaction will already deliver a rise of 20 to 30%.

    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") currently hold or hold shares or other financial instruments of the aforementioned companies and speculate on their price developments. In this respect, they intend to sell or acquire shares or other financial instruments of the companies (hereinafter each referred to as a "Transaction"). Transactions may thereby influence the respective price of the shares or other financial instruments of the Company.
    In this respect, there is a concrete conflict of interest in the reporting on the companies.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.
    For this reason, there is also a concrete conflict of interest.
    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

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    Der Autor

    André Will-Laudien

    Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

    About the author

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