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Commented by André Will-Laudien on October 14th, 2024 | 07:15 CEST
Hydrogen 3.0 is coming – Where to get on board now? Nel ASA, First Hydrogen, Plug Power, BYD, and BMW
Despite new highs in all major indices, hydrogen stocks are performing poorly. This is because preferences vary widely among countries in the global "net zero" discussion. Topics such as nuclear energy or even nuclear fusion are being discussed, while sales in the e-mobility sector are declining rather than increasing. Assuming that, at some point, the world will once again approach the issue of climate change with an open mind regarding technology, hydrogen technology has a clear place among the green alternative solutions. There is still a cost problem and a lack of courage to move forward faster. However, experienced stock market players know that after a 90% price loss, the sell-off will eventually end. The first signs are evident.
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Commented by Armin Schulz on October 11th, 2024 | 07:05 CEST
Mercedes-Benz, dynaCERT, BYD – Crisis or opportunity: the transformation of the automotive industry
The German automotive industry is undergoing a profound transformation that is accompanied by significant challenges. The industry is struggling with declining sales figures, job losses, and an uncertain future. Last year, demand for electric vehicles unexpectedly fell. In addition, economic difficulties, particularly due to the weakening Chinese market, have led to a decline in sales. Nevertheless, reducing emissions remains a key concern, with a focus on electrification, technological innovation, and the circular economy. The industry is trying to strike a balance between economic stability and environmental responsibility.
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Commented by André Will-Laudien on October 7th, 2024 | 07:00 CEST
The DAX is on a high, with potential for 100% gains in turnaround stocks like TUI, Lufthansa, 123fahrschule, BYD, and VW!
Despite geopolitical uncertainties, slow economic growth, and still high inflation, the market outlook is improving. It is important to remember that stock markets look 6 to 9 months ahead. Expectations are growing that inflation will significantly decrease, and interest rates will likely drop. The central banks are increasingly under pressure due to the sluggish economy. After months of a tech rally, the focus is now turning to lagging stocks. In the automotive sector, we are looking at VW and BYD, and the tourism sector is also picking up again. The digitalization expert in the German driving school sector, 123fahrschule SE, also appears highly promising. Each of these stocks has the potential to deliver more than 100% gains over the next 24 months. Here is our analysis.
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Commented by André Will-Laudien on October 4th, 2024 | 07:00 CEST
Top stocks performance check: Plug Power, Nel ASA, Altech Advanced Materials, VW, and BYD
A fierce battle has broken out in the automotive market. Habeck is considering reinstating the 2023 environmental subsidies due to a sharp drop in electric vehicle sales, but important market shares have already been lost. In the area of energy transition, Germany is progressing slowly, while nuclear energy is experiencing a global renaissance. Fortunately, innovative concepts are repeatedly emerging from small and medium-sized companies that are helping advance Germany as a business location. While hydrogen continues to play a peripheral role, Altech Advanced Materials has now launched the first prototype of a sodium chloride solid-state battery. For dynamic investors, this presents an explosive environment with extraordinary return opportunities.
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Commented by André Will-Laudien on September 24th, 2024 | 07:00 CEST
Environmental funding is back, now 100% with e-mobility stocks! VW, Mercedes, Prismo Metals, BYD and NIO
E-mobility has become a political issue in Europe because, despite the punitive tariffs imposed, thousands of new vehicles reach the ports of Rotterdam, Antwerp, and Hamburg every week. Prices are up to 30% lower than comparable EU models. Due to the current sales crisis, the German Federal Minister for Economic Affairs visited the crisis-ridden VW Group. There, he assured that he wanted to help and promised new funding for electric vehicles. However, it is not that simple because subsidies require the approval of the EU. This week, Habeck has been invited to the crisis summit of the automotive industry. This could represent the turning point for the struggling automotive industry. Valuations in the sector are at their lowest in years. Where are the opportunities for investors?
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Commented by Armin Schulz on September 18th, 2024 | 07:45 CEST
BYD, Altech Advanced Materials, BMW – The Battle Between China and Europe in the Automotive Industry
The competition between Asian, especially Chinese, and European car manufacturers is intensifying, especially in the electric vehicle sector. China has overtaken Germany as the largest vehicle exporter, and brands like BYD dominate with technological advantages and lower prices. European manufacturers are under pressure and are responding with measures such as possible punitive tariffs and increased competition. At the same time, they are investing in research, development, and strategic partnerships. We look at the current situation of car manufacturers and present a company that could revolutionize the e-mobility market.
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Commented by André Will-Laudien on September 11th, 2024 | 07:15 CEST
Caution: The next commodity rally boosts Globex but brings higher costs for VW, BMW, and BYD!
The price of copper exceeded the USD 9,000 mark again in September, and future prices remain stable above the USD 9,400 mark. This makes it clear to high-tech manufacturers and producers of alternative energies that the desired electrification will cause significantly higher costs than anticipated. Despite the global economic stagnation, commodity prices remain high. This is mainly due to the general increase in operating costs in mining operations. Energy, material, and personnel costs have seen the most significant increases in over 30 years since 2020. Major consumers of industrial metals, in particular, are now having to dig deeper into their pockets. For some, this is feasible, but for mass producers such as Volkswagen or BYD, this means increased pressure on margins. Where are the opportunities for investors?
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Commented by André Will-Laudien on September 9th, 2024 | 07:00 CEST
100% gains with auto stocks! BYD and dynaCERT are already on the launch pad. Are VW, BMW and Mercedes low enough yet?
Growing market shares through progress and innovation. While Chinese e-mobility is vehemently pushing into Europe, local manufacturers face a strategic dilemma. After all, combustion engines are currently still in demand, but what will things look like in 10 years? European car manufacturers currently have to pursue an expensive dual strategy in order to generate revenue. This means that they must not lose pace with developments in the electric vehicle sector while the combustion engine business continues to run at full throttle. While BMW will start series production of fuel cell cars in 2028, the Canadian hydrogen specialist dynaCERT is already in full swing. Where are the opportunities for resourceful investors?
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Commented by Fabian Lorenz on September 4th, 2024 | 07:00 CEST
BMW focuses on hydrogen! Takeover (fantasy) at BYD, Nel and dynaCERT
BMW recently sold more electric vehicles in Germany than Tesla. However, the Munich-based company does not want to rest on its laurels and is working on various propulsion systems - including hydrogen! BMW plans to intensify its collaboration with Toyota on fuel cells, demonstrating that hydrogen technology remains in demand among global giants. This also fuels the takeover fantasy at Nel. Could the same be true for dynaCERT? The Company's hydrogen technology reduces emissions in diesel vehicles, and the new CEO has strong connections in Europe. And what is BYD doing? So far, the German market has not been fully penetrated, but now the Chinese company is looking to make a significant push.
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Commented by Stefan Feulner on August 26th, 2024 | 07:30 CEST
BYD, Altech Advanced Materials, Xiaomi - Battle for the gold of the energy transition
The energy transition is underway, and demand for electric vehicles is increasing, albeit more slowly than expected. Lithium has so far been fundamental to the electrification of transportation. To minimize dependence on China, which controls a large part of the mining and processing of the rare metal, the European Union is turning to Serbia, where considerable deposits for battery production lie dormant. However, in addition to lithium-ion batteries, there are alternatives "Made in Germany" that could set the future standard.
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