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Commented by Stefan Feulner on June 17th, 2021 | 15:44 CEST
Deutsche Bank, Enapter, LPKF - Profit from the green future!
Last year's boom topic, hydrogen, has suffered its first setbacks on the stock market. Industry leaders such as Nel ASA, Plug Power and Ballard corrected sharply in the first half of the stock market year. The valuations of the companies around the green future industry were too high. Nevertheless, it is becoming increasingly clear that decarbonization and the achievement of climate targets are not possible without green hydrogen. Politicians have recognized the signs and released more than EUR 8 billion in subsidies just last month. Take advantage of the second wave.
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Commented by Carsten Mainitz on June 11th, 2021 | 11:59 CEST
Plug Power, Enapter, Siemens Energy - Hydrogen boom, the next round!
The accounting crisis at the hydrogen industry leader, Plug Power, unsettled investors and forced the entire sector to correct. With the presentation of the corrected annual financial statements in mid-May, this already seems to be water under the bridge. Many stocks quickly began to rally again, as if nothing had happened. But how long can this continue? Are we already seeing the first signs of overheating? It is now essential to focus on companies that produce a steady and sustainable positive news flow.
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Commented by Nico Popp on April 16th, 2021 | 07:30 CEST
NEL, Enapter, Plug Power: Hydrogen? It's just getting started!
If you look at the prices of selected hydrogen stocks, you might think the hype is over. But the big players in the industry are only now jumping on the bandwagon. Bosch, for example, has decided to really take off with fuel cells for trucks. The aim is to establish the technology in China. Here, a large market is waiting, which could also be groundbreaking for other sales markets. Specialized companies from the hydrogen sector could profit from this - after all, large industrial companies such as Bosch are always interested in new technology.
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Commented by Stefan Feulner on March 30th, 2021 | 08:12 CEST
Nel ASA, Enapter, Nikola - hydrogen shares on the verge of a comeback!
The hype surrounding hydrogen companies was abruptly curbed on the stock markets by sharp price falls in recent weeks. In some cases, the stocks' price, which had previously been running hot, fell by more than half. A healthy, strong correction in the upward trend. The goal of creating a carbon-free economy, especially in the energy sector, can hardly be achieved without green hydrogen technologies. Thus, the profiteers of this trend will continue to expand their valuations in the future.
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Commented by Carsten Mainitz on March 24th, 2021 | 07:26 CET
Siemens Energy, Enapter, ThyssenKrupp - hydrogen or battery? It doesn't matter! Why these companies will profit in any case!
The strong fluctuations in the price of hydrogen shares are evidence of the current war of faith surrounding our planet's most common element, which is also the simplest in structure: one proton, one electron. Perfection can be so beautifully simple. And yet, it has the potential to change our society from the ground up - the sun shows us how. Admittedly, we are still at the beginning of this development. In the short term, the focus of the capital market is more on the element's practical applications. In this context, many investors are looking at the topic of mobility. What will prevail? Batteries? Hydrogen? One possible answer was recently given by the VW commercial vehicle holding Company Traton SE: a Solomonic "both." Batteries for long-distance traffic, hydrogen for buses, which cannot be recharged for long periods in between. But hydrogen is also of great importance for many other areas of application. That is why the worldwide demand for hydrogen as an energy carrier will increase massively in the next few years in any case. Aurora Energy Research foresees an eightfold increase in hydrogen demand to 2,500 TWh per year by 2050. This estimate corresponds to annual sales of more than EUR 120 billion. The following companies are likely to benefit from the boom quite independently of the development of electromobility.
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Commented by André Will-Laudien on March 19th, 2021 | 10:30 CET
Enapter, FuelCell, NEL, Plug Power - hydrogen or battery?
According to publications of the last few days, the decision has been made in the mobility sector. The markets are clearly focusing on electromobility, and titles such as VW and Varta are in demand as never before. VW had called for an assault on the Tesla bastion at its last press conference. VW can also make a big splash here. It is the world's second-largest automaker and is at the forefront of mass manufacturers in the electricity sector. In this business, size means a high number of hits and positive cash flows, precisely what many hydrogen companies do not yet have, because outside of a few research projects, there is still no business worth mentioning. Billions will now flow into battery development.
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Commented by Nico Popp on March 4th, 2021 | 08:48 CET
NEL, Enapter, Ballard Power: More than a dream of the future
Hydrogen was the big thing for many speculative investors last year. But recently, share prices have plummeted. What happened? After the highs of the past few months, investors are taking profits. In addition, the market is looking at the bare facts. This view reveals excellent prospects, but also many investments along the way. We present three stocks in check.
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Commented by Stefan Feulner on February 25th, 2021 | 09:42 CET
Nel ASA, Enapter, JinkoSolar - Hydrogen: this is going too far!
There is no question that the future belongs to the hydrogen industry, just as it does to the solar industry. The prospects for renewable energies have improved enormously as a result of climate change. The European Union is pushing ahead as part of the Green Deal, as is the new US President Joe Biden, who wants to achieve an emission-free industry by 2050 at the latest. The result has been two years of hype in share prices, which already contain many future dreams. Now the values are correcting sharply. Is this an end to the exaggerated valuations or merely a short, sharp correction in the upward trend?
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Commented by André Will-Laudien on February 15th, 2021 | 11:00 CET
Enapter, Ballard Power, Plug Power, Nikola - The never-ending hydrogen story!
In principle, hydrogen could cover all of our energy needs and chemically replace many fossil carbons. A few examples are climate-neutral fuel for power supply and mobility, manufacturing processes in the steel or chemical industry, as a fuel for heat supply, or as a storage medium for green electricity. The lowest atomic mass element can do all of this; only the universe plays a trick on humankind. The most abundant atom in the universe is virtually non-existent in pure form on our home planet. So, we have to "manufacture" it. Electrolysis, for example, uses electricity to break down water into the elements hydrogen and oxygen.
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Commented by Carsten Mainitz on January 27th, 2021 | 09:18 CET
Enapter, Nel, Linde - The hydrogen boom is far from over. Take the right action now!
Energy supply and mobility are two crucial areas in our everyday life but also in the economy. Long misunderstood, hydrogen technology has finally moved into the spotlight, providing new answers to urgent questions. Hydrogen can be used universally, is easy to store, and can be converted back into electricity. But wherever there is potential and growth, there are occasional exaggerations. That is a normal course of events in the stock market world. We are convinced that the growth of the industry will continue sustainably and dynamically. We show you how to position yourself correctly now.
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