NORDEX SE O.N.
Commented by André Will-Laudien on May 20th, 2022 | 10:31 CEST
Energy shares: Plug Power, Saturn Oil + Gas, Nordex, Siemens Energy: The race for our future
With a view to the future energy supply, big question marks remain, especially in Europe. Dependence on Russia remains a permanent topic in government debates. Commission President Ursula von der Leyen presented a plan to break away from fossil fuels from Russia and accelerate the energy transition. In order to become self-sufficient, the European Union will have to invest nearly EUR 300 billion by 2030, according to the EU Commission. Investors are currently focusing very strongly on this future topic. Which stocks hold the greatest opportunities?
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Commented by Nico Popp on May 18th, 2022 | 12:53 CEST
Big percentages thanks to platform strategy: Amazon.com, Defence Therapeutics, Nordex
A central principle of the platform economy is to bring together different user groups and thus create synergies. What sounds a bit dry quickly becomes interesting, especially from an investor's point of view. For example, when different car models are based on one and the same platform, or when several diseases can be effectively combated thanks to one and the same technology. The unique aspect for investors: If these synergies come to fruition and a business succeeds in scaling, high returns are possible. We cite three stocks as examples.
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Commented by André Will-Laudien on May 10th, 2022 | 11:54 CEST
GreenTech stocks are on the rise! Buy now: BASF, Meta Materials, Nordex, Siemens Energy
The distortions on the capital markets can hardly be topped at the moment. The nickel price has risen by 300%, only to drop by 70% again. And all this in only 48 hours. There are countless examples in the current stock market environment that are historically unparalleled. In just 2 months, the Bund Future fell from 178 to 151, a loss of 16% in the 10-year Bund. In parallel, the capital market interest rate rose from minus 0.45% to a whopping plus 1.15%. So interest rates are back, inflation is spreading, and supply deficits continue to fuel the underlying stagflation scenario! One major trend should bounce back after the end of the many corrections: GreenTech! Here is a selection of interesting stocks.
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Commented by Armin Schulz on April 27th, 2022 | 10:17 CEST
Nordex, Triumph Gold, Varta - Which shares are coming through the current crisis well?
The current market environment is anything but easy. Inflation is galloping, and while the US is gradually raising interest rates, the EU is exercising restraint and hoping that inflation will fall on its own. However, this scenario is more than questionable, especially since the exit from Russian energy imports is additionally fueling inflation. In addition, there is the Ukraine crisis. The conflict has blocked the land route from China to Europe, leading to supply chain problems. The only options left are by air, which is not economical in most cases, or by sea. Due to China's Zero-Covid policy, further major delays for shipping are currently occurring at their ports. Today, we look at three companies and analyze who should do well through the crisis.
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Commented by André Will-Laudien on April 26th, 2022 | 11:12 CEST
Varta, Nordex, Nevada Copper, JinkoSolar: supply chain broken, copper is the new gold!
Global copper inventories and production rates are currently below the level of recent years. This is due to the limited availability of new projects, which can only be put into production slowly and will still consume some investment. In copper recycling, the industry is making progress, but the necessary rates of increase to supply new markets remain too low. Then there are the troubled supply chains, which make it difficult to move larger volumes of raw material at the moment. In the first four months of 2022, copper inventories on commodity futures exchanges were below 2021 levels, and LME inventories in London are likely to fall further because of the demand-pull. The physical copper shortage is not hysteria - it is now a reality on the exchange with spot prices above USD 10,000. Where are the opportunities for investors willing to take risks?
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Commented by André Will-Laudien on April 22nd, 2022 | 12:59 CEST
Exploding interest rates: Nordex, Hong Lai Huat, Deutsche Bank, Commerzbank - How to escape inflation?
And once again, lockdown in China. According to the International Monetary Fund (IMF), a prolonged downturn in Asia would leave significant signs of a slowdown in the global economy. The upward trend of the economies is already permanently burdened by disrupted supply chains, exploding supplier prices, and sharply rising interest rates. Actually, this would be the programmed swan song for the stock markets. But far from it: For 4 weeks, the stock markets have been gradually rising, and the DAX is currently even delivering buy signals. Investors are probably speculating on the lush dividend season and an imminent end to the war in Ukraine. Until then, however, the conveyor belts in some industries will stand still for a while. What are the current opportunities and risks?
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Commented by Stefan Feulner on April 21st, 2022 | 11:35 CEST
Plug Power, Barsele Minerals, Nordex - Prepared for the crisis
A ghost is haunting, not only in Europe. It is the ghost of stagflation. Stagflation means stagnating economic growth with rising inflation. Russia's invasion of Ukraine has now added another factor of uncertainty. The central banks are being challenged. While the Fed reacted by raising interest rates for the first time, the European Central Bank has shone by failing to act. The consequences for consumers are drastic, and inflation is likely to weigh on us for a long time to come due to the food and energy crisis.
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Commented by Stefan Feulner on April 19th, 2022 | 11:43 CEST
Volkswagen, Phoenix Copper, Nordex - Act quickly
The German cabinet wants to minimize dependency on Russian oil and gas and, at the beginning of April, passed the so-called Easter Package at the suggestion of Vice-Chancellor and Federal Economics and Climate Protection Minister Robert Habeck. It has been the largest amendment to energy policy legislation in decades. The Easter package comprehensively amends various energy laws in order to accelerate and consistently drive forward the expansion of renewable energies. To put this amendment into practice, the demand for raw materials, which are already in short supply, will drastically increase, positively affecting producers.
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Commented by Carsten Mainitz on April 13th, 2022 | 17:45 CEST
Nevada Copper, Aurubis, Nordex - Fueling the energy transition!
A study commissioned by the International Copper Association (ICA) concludes that copper demand will be strongly driven by the massive expansion of cabling for solar, wind power and electric vehicle infrastructure. Experts estimate that the volumes demanded from the solar and wind sectors will multiply by 2040. A projected increase in the number of charging ports for electric vehicles from 3.2 million in 2021 to 152.3 million in 2040 will exponentially increase copper demand in this sector. As a result, an increasing supply shortage is emerging, which in turn will lead to further price increases for the industrial metal. Copper producers such as Nevada Copper or recycling companies such as Aurubis will benefit from these general conditions.
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Commented by Juliane Zielonka on April 7th, 2022 | 14:30 CEST
Phoenix Copper, Nordex, Tesla - Gold rush mood at the beginning of the supply chain
If the EU turns off the gas tap from Russia, alternatives are needed quickly to keep Germany running as a business location. With its wind turbines, Nordex SE is facing cybersecurity challenges, and Tesla shareholders are looking anxiously at the antics of their CEO, who is putting on yet another corporate hat. Producers are reeling from supply chain disruptions and other unreliabilities these days. So it is good to know there are reliable companies at the top of the supply chain: Phoenix Copper, with its raw material deposits of copper, gold and zinc, is not only an explorer on the hunt for the best mineral resources but also a collector.
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