First Hydrogen Corp.
Commented by André Will-Laudien on September 4th, 2024 | 07:15 CEST
DAX correction - Time to sell defense stocks? Rheinmetall, Renk, First Hydrogen, thyssenkrupp, and nucera
What an incredible rally in just four weeks! At the beginning of August, the DAX 40 index was still at 17,200 points - yesterday, for the first time, it was close to the 19,000 mark. And all against the backdrop of a flimsy interest rate cut announcement from the US. Once again, investors are betting on a big wave of interest rate cuts, but will they materialize? Although inflation is falling slightly, the price of goods and services has risen by a good 50% in the last four years. We are not referring to the misleading consumer price index of the statisticians but rather to the "menu of the people." We are talking about restaurants, consumption, mobility, and housing. The most significant increase has likely been in the housing sector, where energy prices, insurance costs, and rents have risen dramatically. Soon, even homeowners will be affected by property tax, as the wheel of inflation continues to turn. Equities have once again surged ahead as war and expensive raw materials fuel the market. Where are the opportunities for investors?
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Commented by Armin Schulz on August 26th, 2024 | 07:00 CEST
Plug Power, First Hydrogen, thyssenkrupp nucera - Could multiples like in the dot-com era be possible?
The current hydrogen industry is strongly reminiscent of the dot-com era: back then, many internet stocks were considered temporary flops, but some survived and prospered, with Amazon being a prime example. When the dot-com bubble burst, Amazon emerged stronger and became a global economic giant. Similarly, just as there were skeptics about the long-term success of early internet companies, today there are doubts about the long-term viability of hydrogen technology. However, history teaches us that in the midst of many failures, some standout players can emerge that revolutionize the industry and create long-term value. We look at three possible candidates.
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Commented by Juliane Zielonka on August 15th, 2024 | 07:45 CEST
Starbucks, First Hydrogen, Amazon - Which industry has the greatest growth potential?
The markets are on the move. Large companies such as Starbucks are facing new challenges as the system catering business stagnates. A rigorous CEO replacement is now intended to bring both the team and shareholders back to the core of the coffee roasting company: Entrepreneurial spirit, customer friendliness, and innovation. Brian Niccol, who has already set other system catering businesses on the road to success, has been appointed to the helm with these key words. All hopes are now pinned on him. In the booming hydrogen market, the Canadian company First Hydrogen has an entirely different set of challenges. With a focus on the logistics sector, the team is concentrating on developing a delivery van that companies like Amazon & Co can use. Initial tests under real-life conditions bode well: the First Hydrogen vehicle can cover a whopping 630 km on a single tank of hydrogen. Like Starbucks, Amazon is experiencing a slowdown in growth. New competitors, particularly from China, are appearing on the e-commerce scene. However, the Seattle-based company has a growth strategy that uses AI. Where is the greatest growth potential for investors?
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Commented by Fabian Lorenz on August 7th, 2024 | 08:05 CEST
Hydrogen sector receives EU billions: Nel, Plug Power, First Hydrogen share!
Governments love green hydrogen. The EU alone plans to spend over EUR 40 billion by 2030 to decarbonize the energy sector. This includes making steel production, heating operations, and combustion engines CO₂-neutral. Additionally, hydrogen can be used to store surplus renewable energy from solar and wind sources. When the Federal Audit Office recently criticized the slow expansion, the EU reaffirmed its targets. Therefore, the pace of expansion should be stepped up, and companies such as Nel and Plug Power - where tomorrow will be exciting - and First Hydrogen want to benefit from this. While the two heavyweights from Norway and the US are unable to get their losses under control and are still highly valued, the newcomer First Hydrogen may be entering the market at just the right time.
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Commented by André Will-Laudien on July 29th, 2024 | 06:30 CEST
Here we go! Olympic 250% with hydrogen! Nel, Plug Power, First Hydrogen, thyssenkrupp and nucera
Olympia goes Hydrogen! Japanese car manufacturer Toyota is providing a fleet of 500 Mirai hydrogen vehicles, 10 hydrogen buses, and 1,150 electric vehicles for the Olympic Games in Paris. Although hydrogen vehicles, such as the Toyota Mirai, produce virtually no emissions, 96% of the hydrogen produced worldwide still comes from fossil fuels such as methane gas. As a result, most hydrogen vehicles currently cause significantly more pollution than battery-powered electric vehicles and are only marginally cleaner than conventional combustion engines. However, there are notable exceptions: First Hydrogen is demonstrating how things could work in the future with the EU's 'Net Zero 2050' target!
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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 Armin Schulz on July 16th, 2024 | 07:30 CEST
Daimler Truck, First Hydrogen, Nikola - Green logistics companies in focus
With the aim of promoting greener technologies and meeting legal requirements, logistics companies are faced with the choice between electric and hydrogen drives for the future. Many countries have introduced strict emissions regulations to reduce CO2 emissions and minimize the use of fossil fuels. While electric drives impress with their high energy efficiency and low operating costs, hydrogen drives score points with their fast refueling and long range. We have picked out three companies, some of which are pursuing different approaches, and take a look at their current situation.
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Commented by Juliane Zielonka on July 12th, 2024 | 06:30 CEST
First Hydrogen, Delivery Hero, Porsche - New markets, new challenges, and optimistic analysts
The markets are on the move. Delivery Hero is charging its B2B customers in South Korea to pay more to cushion a potential fine of three million euros. While food is delivered by bicycle in urban areas, there are numerous delivery services that deliver goods to their customers by van. Whether Amazon, Hermes, or DHL, innovations are urgently needed here, as purely electric vehicles can usually only handle short distances. First Hydrogen could be the answer. The Company is developing emission-free vehicles for logistics that can cover 630 km on a single fuel tank. First Hydrogen is thus positioning itself as an innovative player in the still-young hydrogen market. Porsche, on the other hand, is struggling with declining sales figures, particularly in China. However, analysts remain optimistic, thanks to a positive margin trend and another decisive factor.
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Commented by André Will-Laudien on July 3rd, 2024 | 07:15 CEST
100% possible with hydrogen! Keep an eye on Plug Power, Nel, First Hydrogen, nucera, and Cavendish
Football is the dominant topic at the moment. Even in ancient Rome, bread and circuses worked quite well to distract the people from the essentials. Investors should pay attention to the progress made in the hydrogen sector. Cavendish shares have brought new momentum to a sector that has been badly beaten up since 2021. Can the Nel subsidiary initiate a change in sentiment? We analyze the situation like Ronaldo at the penalty spot. But it should definitely go in!
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Commented by Fabian Lorenz on June 19th, 2024 | 07:00 CEST
Insider alert at Rheinmetall and Thyssenkrupp Nucera! Is First Hydrogen better than Nel?
Insiders are taking action after the Rheinmetall share slipped below the EUR 500 mark in the past few days. Following share purchases last week, more board members ordered shares at the start of this week. And there is also positive news on the operational side. There is also an insider alert at Thyssekrupp Nucera. Can the German hydrogen share stop the downward trend? And should First Hydrogen be preferred over Nel? There are good reasons for this. The Canadians' hydrogen commercial vehicle has now also impressed Amazon in practical tests. The news has gone under the radar in the current negative industry environment. This presents a buying opportunity, as EUR 500 million in annual revenue potential is offset by a EUR 30 million market capitalization.
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