ROYAL HELIUM LTD.
Commented by André Will-Laudien on April 8th, 2024 | 07:00 CEST
Sell AI now and buy turnaround stocks: Nel ASA, Royal Helium, Linde and Plug Power
The stock market gives and takes away. When it comes to artificial intelligence and high-tech, investors have been able to make gains of up to 600% in recent months. Stocks such as Nvidia and Super Micro Computer are on the hit list of all fund managers worldwide. However, the first quarter is over, and there is no immediate reason to continue buying overpriced AI stocks. Last Thursday saw the first shot across the bow, with the NASDAQ 100 index plummeting by over 2% within three hours. Technically, the upward momentum is already waning, leading to increased profit-taking. If many investors do it simultaneously, it will result in a hefty correction. Do not wait too long; we present some interesting reallocation ideas.
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Commented by Fabian Lorenz on April 3rd, 2024 | 07:15 CEST
Renk, Super Micro Computer, Royal Helium: SHARES UNSTOPPABLE!
The Renk share is unstoppable. Yesterday, the shares of the defense technology company surged by 7% at its peak. The share is scratching at the EUR 40 mark and has thus more than doubled since the IPO in February of this year. While the share price is being driven by politics, analysts are beginning to lose interest. So, is it time to exit now? The defense industry needs helium just as much as medical technology and quantum computers. Royal Helium is one of the few listed companies in this sector. The Company is currently making the leap from explorer to producer, a move that should benefit the share. Helium is also needed to produce the AI semiconductors used by Super Micro Computer. Microsoft, OpenAI, and Amazon show that the hunger for AI data centers is far from satisfied. They plan to invest over USD 200 billion in new supercomputers.
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Commented by Stefan Feulner on March 20th, 2024 | 07:15 CET
Pure growth - Super Micro Computer, Royal Helium, Rheinmetall
After weeks of chasing records, equities, precious metals, and cryptocurrencies are taking a breather, at least in the short term, ahead of today's decision by the US Federal Reserve. The current key interest rate decision and, above all, the Fed's quarterly projections on economic development, interest rates, and inflation will likely continue to shape events afterwards. The pause will likely be short-lived if positive signals regarding earlier than planned interest rate cuts are announced.
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Commented by Armin Schulz on March 13th, 2024 | 07:30 CET
HelloFresh, Royal Helium, Evotec - Rebounds in sight
Despite all the various challenges in today's world, such as geopolitical tensions or inflation, the stock market indices have managed to climb upwards. Investors are faced with a crucial question: Where is the hidden value in a market that has already broken many records? The answer could lie in those stocks that have so far stood on the sidelines of the great rally - the silent but potentially strong performers waiting for their rebound. This strategy shifts the focus away from the usual suspects who have already posted substantial gains to stocks that are ready to initiate their own rebound, potentially unlocking significant value for patient investors in the process. We have identified three such candidates.
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Commented by André Will-Laudien on March 5th, 2024 | 08:40 CET
100% opportunities with Nel, Plug Power, Royal Helium - Hydrogen is turning now!
How will the energy transition in Europe really unfold? Hydrogen is a tricky matter. The raw material is considered an alternative building block for a green future and, according to experts, could become one of the most important energy sources in the coming decades. Nevertheless, there is a lack of green energy sources for its environmentally friendly production. Even under the best conditions, producing electricity from green hydrogen still costs around twice as much as from oil, coal or natural gas. Since 2022, consumers have had to cope with cost increases of over 50% in energy and are unlikely to be able to use hydrogen in a meaningful way. The necessary decisions for economic implementation, therefore, lie with politicians. H2 shares have lost around 85% in the last 24 months. In addition to a technical rebound in hydrogen, investors should also take a closer look at the technical gas helium.
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Commented by Juliane Zielonka on February 22nd, 2024 | 07:00 CET
Royal Helium, Fresenius, BASF: Chemical and Healthcare industry - Where is the next investment opportunity?
Europe is in the midst of an industrial upheaval due to the Green Deal, which presents both challenges and opportunities for investors. While companies like BASF are arguing for deregulation and increased subsidies to support the green transition, healthcare company Fresenius is undergoing a period of radical change and realignment. The medical technology market is booming. The global MedTech market size amounted to USD 574,002.45 million in 2022 and is expected to increase to USD 814,159.2 million by 2028, with an annual growth rate of 6.0%. Critical raw materials such as helium are in particularly high demand. Royal Helium is one of the producers of this valuable gas and impresses with a well thought-out and sustainable business model. Where does the next investment opportunity lie?
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Commented by Stefan Feulner on February 14th, 2024 | 07:15 CET
TUI, Royal Helium, thyssenkrupp nucera - Significant increases create room for improvement
The reporting season for the full year 2023 has already passed its peak and is entering its final phase this week. Many companies were able to defy the weakening economic environment, delivering positive surprises in both the publication of the figures for the past financial year and in the forecasts for 2024. Tourism stocks, in particular, which have weakened in recent months, could experience a rebound as a result. Following the correction, analysts also see considerable potential in companies from the renewable energy sector.
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Commented by Armin Schulz on February 6th, 2024 | 07:00 CET
Royal Helium, Infineon, Boeing - Helium: The rise to a High-Tech commodity
Helium, a lightweight, non-flammable and colourless gas often associated with party balloons, plays a far more significant role in the high-tech industry. From semiconductor production to nuclear magnetic resonance imaging to space travel, helium is an indispensable element that enables a wide range of high-tech applications. However, although demand for this precious gas continues to rise, its long-term availability is becoming increasingly problematic. In this article, we examine how this unassuming gas powers the modern high-tech industry and how you can benefit from it.
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Commented by Stefan Feulner on November 24th, 2021 | 11:28 CET
SMA Solar, Royal Helium, RWE - Beware of inflation
One can almost no longer hear this topic. In addition to the rising numbers of infections due to the fourth wave in the midst of the Corona pandemic and the escalating discussions about compulsory vaccination, the scarcity of raw materials and supplies is the central issue of our time. How long before the chip crisis in the automotive industry ends, can Apple produce enough smartphones so that we can put them under the Christmas tree for our loved ones, which, by the way, is also likely to be more expensive this year than last season. Scarcity will continue to accompany society in the coming years, be prepared for it.
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Commented by Nico Popp on November 12th, 2021 | 11:57 CET
BASF, Royal Helium, Linde: This market is at the very beginning
Industrial gases are in demand - and expensive. Even gases such as Helium are not immune to price increases. Chemical giant BASF calls the noble gas valuable in a press release and, together with Linde, presented a process that can be used to extract Helium from natural gas production. In other regions, the extraction of Helium, which is used in medical devices and chip production, even succeeds independently of by-products - given the long-term dwindling production of fossil fuels, this is becoming increasingly important. We present three stocks.
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