THYSSENKRUPP AG O.N.
Commented by André Will-Laudien on November 29th, 2022 | 11:10 CET
Hydrogen from Qatar: Nel, Plug Power, dynaCERT and ThyssenKrupp, winners in H2 fever!
"The accelerated expansion of hydrogen supply chains is central to the transition to sustainable energy." Economics Minister Habeck welcomed the planned cooperation between German companies and Emirati producers of hydrogen. For this purpose, there is a new research cooperation between the Fraunhofer Institute and the Ministry of Energy of the United Arab Emirates. Of particular interest to Germany is the production, storage and delivery of green hydrogen to the EU. Whether the FIFA World Cup will help to deepen industrial relations in this field is not certain. But what is important is that hydrogen technology is finally gaining momentum worldwide. We take a look at the protagonists in the round-up for important investments.
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Commented by Armin Schulz on November 28th, 2022 | 11:44 CET
Almonty Industries, ThyssenKrupp, Varta - Earning from growing tungsten demand
In 2021, 79,000 metric tons of tungsten were mined worldwide from existing mines. In 2015, production was still 89,400 tons. One might think that demand has declined and production has been cut back, but the opposite is true. According to the British Geological Survey report, demand will increase between 3% and 7% per year and will soon exceed available supply. But now, demand could increase significantly in the short term because US Department of Energy DOE researchers have found a way to charge electric cars in 15 minutes. This involves using a molybdenum tungsten niobate alloy as the cathode material instead of graphite. So we take a look at three companies around tungsten.
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Commented by Nico Popp on November 24th, 2022 | 11:12 CET
What the heat turnaround means for copper: Siemens Energy, Kodiak Copper, ThyssenKrupp
Investors looking for the latest trends often focus on metals such as rare earths, vanadium and lithium. But if you want to get the future into your portfolio, you don't have to rely on exotic elements; copper offers the best conditions. As the British Building Services Research and Information Association (BSRIA) has shown on behalf of the International Copper Association, the demand for copper alone for climate-related refurbishment will increase to 160,000t by 2035 from the current 40,000t. That represents an annual growth rate of around 10%. We highlight three companies around the trend.
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Commented by André Will-Laudien on November 8th, 2022 | 10:15 CET
Varta, Kleos Space, ThyssenKrupp: Wrongly valued? It cannot be!
What a wild ride! The US technology exchange NASDAQ fell by a full 33% in the last 12 months, while the German standard share index DAX fell by only 16%. That is astonishing because the leading German index usually reacts disproportionately to the US growth stocks. Ultimately, however, it is becoming clear that foreigners dominate German share prices. After all, if the euro's currency losses are considered, both indices are back on par. The euro has, after all, also depreciated by 15% since a year ago. Some high-tech stocks in Germany lost significantly more than average. We take a closer look.
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Commented by André Will-Laudien on October 21st, 2022 | 11:03 CEST
100% chance with ThyssenKrupp, Varta, Tocvan Ventures and Nel ASA: Lay the foundation for the future now!
Currently, the daily news is not a source of much joy. However, there are opportunities in many of the reports that can quickly turn into cash after the current correction. It seems crucial to focus on stocks that, despite an adverse environment, keep their medium-term goals in mind and can demonstrate a robust business model. Here are some examples showing long-term development potential.
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Commented by André Will-Laudien on October 6th, 2022 | 12:44 CEST
Hydrogen - the fuel for transportation and logistics stocks: Plug Power, dynaCERT, ThyssenKrupp, and Daimler Truck with imagination
Hydrogen technology finally seems to be gaining momentum on the industrial side. Time and again, companies such as Plug Power or Nel ASA are reporting various orders from the private and public sectors. Unfortunately, conventional diesel drives still dominate the transportation and logistics sector. However, the exhibitors at the IAA Transportation in Hannover have quite different goals: They want to lead truck transport into a climate-neutral logistics era. This requires a willingness to invest and appropriate technological support. Fleet operators, meanwhile, are already shuffling their feet and waiting for the producers to give the green light. There are great opportunities for investors to be involved right from the start.
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Commented by André Will-Laudien on October 5th, 2022 | 12:37 CEST
E-mobility and hydrogen: BYD, Almonty Industries, Thyssen, Nel ASA - Things are really starting to happen now!
In the current geopolitical constellation, the globalized world is showing its real weaknesses. For commodity-dependent Europe and especially Germany, the situation even presents itself as a medium-term showstopper for industry because as winter approaches, governments will have to decide where the remaining gas reserves may be drawn from. But if there is not enough, the decision will likely be made in the direction of the population, and the industry will then have to look for alternatives. Despite the cost of electricity, e-mobility seems to be finding its way, and hydrogen is also slowly getting off the ground. What does this mean for individual stocks?
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Commented by Carsten Mainitz on September 14th, 2022 | 11:55 CEST
First Hydrogen, Nel, Thyssenkrupp - Watch out: Stock gains with green hydrogen!
In view of exploding gas prices and the great dependence on Russia's energy supplies, efforts to expand the supply of renewable energies are a top priority worldwide. Green hydrogen is seen as a clean energy source with a bright future. Massive subsidies around the globe could soon herald a boom in this sector.
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Commented by Nico Popp on September 12th, 2022 | 14:46 CEST
Forget lithium! Now comes vanadium! Nordex, Manuka Resources, ThyssenKrupp
Since February 24 at the latest, a new era has also begun in Germany. While before that, it was still possible to avoid the energy turnaround somewhat, the war has changed everything. Fossil fuels are no longer just considered dirty, but also expensive. The energy turnaround that has been triggered is also shaking up the stock market. We present companies that could surprise positively and clarify how investors should best invest.
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Commented by Armin Schulz on September 9th, 2022 | 11:54 CEST
Defense Metals, Thyssenkrupp, Rheinmetall - New problems with critical raw materials
Many people are currently suffering from high energy costs, which are also affecting companies. Some of their products are becoming significantly more expensive as a result. Added to this is the smoldering trade conflict between the USA and China. Most recently, Nvidia was no longer allowed to export two of its chips to China. China and Russia are rich in raw materials and, in some cases, have a monopoly. There are already many critical metals whose demand can currently only be met by China. The most important of these are rare earths, over 90% of which are processed in China. The EU and the US are trying to become more independent but are encountering new problems. The critical metals industry urgently needs new skilled workers. In many companies, experienced engineers have long since reached retirement age. There is an acute need for action here.
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