First Hydrogen Corp.
Commented by André Will-Laudien on April 8th, 2026 | 07:15 CEST
Oil Prices Be Damned: SpaceX IPO in Focus - Alphabet, First Hydrogen, and Oklo in the spotlight
The time has come! Last week, Bloomberg and the Wall Street Journal reported that SpaceX had filed an application for a stock offering with the US Securities and Exchange Commission (SEC). Despite all the headwinds facing the capital markets, Elon Musk is convinced that he will raise up to USD 75 billion with the initial public offering of the space technology startup. Only just under 5% of all shares are expected to be freely tradable. This is already causing major ETF providers to break out in a cold sweat, as they must somehow replicate the new market heavyweight - with an initial valuation of nearly USD 2 trillion - as a "MAG 8" stock. The target date for the stock offering is June. It remains to be seen whether the current market climate can even handle such a massive offering. It is unlikely to be a surefire success. Alphabet has already positioned itself with a stake acquired in 2015. We calculate what that might mean this summer and present some other good ideas.
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Commented by Nico Popp on April 2nd, 2026 | 07:50 CEST
Hydrogen as the Fuel of the Future: Linde Lays the Groundwork, Amazon Tests, and First Hydrogen Delivers the Solution
Is hydrogen on the verge of a breakthrough in logistics? Rising costs for fossil fuels are colliding with regulatory pressure and technological maturity. While battery-electric vehicles are already established in light urban delivery traffic, heavy payloads are also expected to be transported as CO2-neutrally as possible in the future. This is where pure battery technology reaches its limits in heavy, long-haul transport and intensive industrial logistics. Hydrogen is becoming increasingly important in this context, as it enables significantly longer ranges and shorter refueling times for intensive delivery operations compared to pure battery vehicles. While corporations like Linde are planning the necessary refueling infrastructure and hydrogen supply on a large scale, major fleet operators such as Amazon are increasingly exploring the use of fuel cells. In this market environment, First Hydrogen is positioning itself as a one-stop provider. With its light commercial vehicles, specifically developed for the demands of distribution transport and capable of ranges exceeding 600 km, as well as offerings centered on green hydrogen production, the company is striking a chord.
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Commented by Fabian Lorenz on March 27th, 2026 | 09:00 CET
Takeovers, Drone Potential, Full Pipeline: Rheinmetall, DroneShield, and First Hydrogen in Focus
Drones and other unmanned systems are making massive inroads into everyday military and civilian life. First Hydrogen aims to secure a slice of this billion-dollar pie in the future. To that end, the company has secured the technology for AI-powered robotic ground drones. If the new business division is successfully established, the current valuation may not yet reflect this potential. DroneShield is certainly not cheap. Yet in the latest investor presentation, a fully loaded sales pipeline drew attention. If this is realized, the pipeline points to multi-billion-dollar revenue potential. Rheinmetall currently generates billions primarily from battle tanks, ammunition, and other systems of classic "old-school" warfare. But the Düsseldorf-based company has also recognized this trend and has acquired a majority stake in a specialist for autonomous systems.
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Commented by Armin Schulz on March 16th, 2026 | 07:55 CET
A Geopolitical Turning Point Meets AI: Entering the Next Generation of Energy with Plug Power, First Hydrogen, and Oklo – What Matters Now
Geopolitical crises and the AI boom are converging to create an unprecedented energy dilemma. While Europe and the US are ramping up their hydrogen infrastructure in the wake of the Ukraine shock, data centers run by tech giants are already consuming amounts of electricity today that could power entire countries. But green hydrogen alone falls short due to the intermittency of wind and solar power. The solution could lie in combining it with mini-nuclear reactors, known as SMRs. We take a closer look at the current situation at Plug Power, First Hydrogen, and Oklo.
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Commented by André Will-Laudien on March 9th, 2026 | 07:25 CET
Iran war and skyrocketing oil prices! Are there any winners at all? Infineon, First Hydrogen, and Aixtron in focus
Tensions in Iran have escalated rapidly, with military actions unfolding over a seven-day period. For the international community and struggling economies, a sustained 20% increase in oil prices means a sharp decline in economic growth and a huge surge in inflation on store shelves due to downstream inflationary effects. Consumers will not fall into a new buying frenzy in times of war, but will keep their wallets closed. Stock market traders need to think beyond short-term reactions. The real opportunities may now lie in companies that have struggled in recent days or emerging stocks with strong long-term prospects. Which names are positioned to recover fastest once the crisis stabilizes?
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Commented by Mario Hose on March 5th, 2026 | 07:00 CET
Hydrogen madness 2.0: Plug Power soars – Could Nel ASA and First Hydrogen follow? Robotics joins the race!
As history shows, those written off often survive longest. On Tuesday, the stock market delivered a dramatic reminder: Plug Power, the US hydrogen pioneer, staged a remarkable comeback. After what felt like an eternity in the "valley of tears" (an experience usually reserved for solar stocks in winter when the sun hardly shines), the shares of US pioneer Plug Power shot up by double digits, shaking off the doldrums and potentially waking the entire hydrogen sector. Investors are now rightly wondering whether this is the long-awaited starting signal for a new, massive rally in the clean energy sector. While the Americans are impressing with bare figures, other players are already positioning themselves with strategies that go far beyond simple fuel cell propulsion. Canadian newcomer First Hydrogen is causing a stir with its strategy. Scandinavian giant Nel ASA is also waiting in the wings, just waiting to be swept up in the new wave of euphoria. In this report, we analyze why the cards are being completely reshuffled in the hydrogen sector and whether we are on the verge of a historic turning point. There is a sense of optimism in the air, with new technologies and a profit opportunity that many had already written off. Read on, because the momentum we are currently experiencing could keep the markets on tenterhooks for the rest of the year.
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Commented by Stefan Feulner on February 24th, 2026 | 07:05 CET
Rheinmetall, First Hydrogen, BYD – Innovations put pressure on the competition
Record military spending, major orders worth billions, and structural rearmament are set to drive the European defense industry for years to come. At the same time, global energy demand is exploding. Modular nuclear reactors and green hydrogen are coming into focus as low-CO₂ base load solutions. And in the field of electromobility, Asian battery manufacturers are massively expanding their cost advantage. As a result, cell prices are falling, ranges are increasing, and Western competitors are coming under pressure. Three future-oriented industries – defense, clean energy, and battery technology – are facing a new wave of investment, but some of the first warning signs are appearing in the charts.
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Commented by Carsten Mainitz on February 20th, 2026 | 07:35 CET
Exciting developments at First Hydrogen, Plug Power, and thyssenkrupp nucera! What they mean for shareholders
Who can satisfy the enormous power demand of data centers and AI infrastructure? Microsoft and Meta have already demonstrated the possible direction forward: nuclear energy and so-called SMRs - small modular reactors. In the United States, there is no long-term alternative to nuclear power. On the other hand, hydrogen should not be underestimated. Plug Power and thyssenkrupp nucera are well-known industry representatives. First Hydrogen is pursuing exciting new approaches. The Canadians have the potential to shake up the industry. This could lead to a massive revaluation of the stock.
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Commented by Fabian Lorenz on February 6th, 2026 | 08:55 CET
Buy HYDROGEN STOCKS now?! Plug Power, thyssenkrupp nucera, and First Hydrogen in focus
Now, this would be a genuine sensation and could trigger a sharp revaluation of the stock. First Hydrogen is working on an alternative to uranium-based fuel salts, as part of its activities in small modular reactors (SMRs) and green hydrogen. thyssenkrupp nucera, on the other hand, is pursuing a more conservative strategy and focusing on green hydrogen produced from solar and wind energy. The company sees great potential in India and aims to tap into the market there. At Plug Power, attention is currently focused on the company's financial future. Shareholders must vote on a significant dilution measure. The former market darling is attempting to restore confidence and improve market sentiment.
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Commented by André Will-Laudien on January 27th, 2026 | 07:35 CET
Stress test: Nuclear power instead of hydrogen? Caution advised with Nel ASA, First Hydrogen, Oklo, and Plug Power
"Drill, baby, drill" – that is the loud cry coming from the White House. For the Trump administration, that means quick approvals and a capital-intensive push for fossil fuels. However, it currently seems unclear what will happen with alternative energies. Some of the funds from the Inflation Reduction Act (IRA) passed by the previous administration under Joe Biden have not been paid out, and hoped-for public contracts in line with the Paris Climate Agreement are now obsolete due to the absence of the US. However, the shift away from alternative energies has not been communicated very clearly. After all, there is a large following for ESG-compliant energy models, with nuclear energy in particular becoming socially acceptable again as a net-zero source. Where should investors prick up their ears?
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