PNE AG NA O.N.
Commented by Fabian Lorenz on August 12th, 2026 | 08:45 CEST
PNE Shock! MP Materials Rebounds! When Will Strategic Resources' Rally Begin?
A bombshell at PNE. Offers from interested investors are reportedly below the current market price. Following this news, the shares of the wind farm developer and operator have plummeted in recent days. Yet its project portfolio appears anything but unattractive, particularly given the company's recent announcement of a project sale. Strategic Resources, meanwhile, looks increasingly poised for a potential rally. The company is building an integrated value chain spanning from raw materials to the steel industry and battery manufacturing, with a particular focus on green steel. Corporations such as ArcelorMittal, Salzgitter, thyssenkrupp, and SSAB are investing heavily here and require high-purity iron ore pellets. Strategic Resources aims to supply these. After a price drop of over 50% from its recent highs, MP Materials is finally showing signs of life. Investors responded positively to the company's second-quarter update. However, the company remains in the red.
Read
Commented by Fabian Lorenz on February 3rd, 2023 | 09:58 CET
Hydrogen shares: New favourites First Hydrogen and PNE instead of Plug Power and ITM Power?
Hydrogen stocks have electrified investors' imaginations for years. But 2022 pure plays like Plug Power, Nel and ITM Power have disappointed. Not just in terms of share price performance but operationally as well. In contrast, newcomer First Hydrogen was one of the high flyers. The share price shot up by more than 100%, and the hydrogen commercial vehicles passed the tests. The Canadians want to continue to step on the gas in the current year. The share should benefit from this again; at CAD 200 million, it does not appear expensive. Now the German PNE is also entering the billion-dollar market. Following the end of takeover speculation, new impetus from green hydrogen is welcome. ITM Power sends a sign of life with an order from Linde.
Read
Commented by Carsten Mainitz on December 30th, 2020 | 10:02 CET
Encavis, dynaCERT, PNE - sustainable performance rockets for 2021
Sustainability is inexorably becoming an essential criterion in the investment process. The interpretation of ESG definitions sets the framework for sustainable investments. Translated, the abbreviation ESG stands for environment, social and responsible corporate governance. Investing sustainably doesn't necessarily mean sacrificing returns; we present three first-class investment opportunities.
Read