SIEMENS ENERGY AG NA
Commented by Fabian Lorenz on November 11th, 2026 | 05:32 CET
US Interim Results: Siemens Energy Among the Losers? First Solar and RE Royalties Among the Winners?
Are renewable energies in the US on the verge of a new boom? Solar energy and battery storage are already growing rapidly. Following the Democrats' victory in the midterm elections, the sector could receive an additional tailwind. One beneficiary that has received little attention so far is RE Royalties, whose business model enables long-term income from green energy projects. First Solar could also be among the winners. The solar group recently disappointed with its quarterly results and a cut to its forecast. By contrast, Siemens Energy risks becoming a loser from the political developments, as stricter environmental regulations could slow the boom in the construction of gas-fired power plants.
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Commented by Carsten Mainitz on November 3rd, 2026 | 05:32 CET
AI needs more than chips: Power Metallic Mines, Siemens Energy and Micron under the investor spotlight!
Created and Published on Behalf of Power Metallic Mines
"Ultimately, it is all a question of supply and demand". The well-known commodities investor Jimmy Rogers reduced a fundamental stock market rule to this simple formula. Several areas determine how quickly AI and digitalisation can advance. Raw materials, energy infrastructure and memory technology must work together. The companies mentioned address different points. Power Metallic Mines aims to develop a high-quality polymetallic deposit in Québec. An important milestone is the indicative valuation announced for the first half of 2027. Business is booming at Siemens Energy and even more so at Micron. Is the air getting thinner, or do the shares still have a long run ahead of them?
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Commented by Fabian Lorenz on November 2nd, 2026 | 05:22 CET
Siemens Energy's Costly Mistake? Standard Lithium Nearing Penny-Stock Territory? Power Metallic Mines Receives Buy Rating!
Created and Published on Behalf of Power Metallic Mines
Disappointment at Siemens Energy. Competitor GE Vernova plans to acquire the Trench Group for around USD 9 billion. What does this have to do with the DAX-listed group? Siemens Energy sold Trench only a few years ago – for a fraction of the price now being discussed. Sentiment is more positive at Power Metallic Mines. Copper prices remain elevated, giving the company room to advance its world-class multi-metal project toward production. Analysts see significant share price upside and recommend buying the stock. Standard Lithium, by contrast, continues to come under pressure, with its shares potentially approaching penny-stock territory in US dollar terms. Weak lithium prices in October weighed on sentiment, while a positive Preliminary Economic Assessment (PEA) failed to generate much investor interest. What comes next?
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Commented by Stefan Feulner on October 27th, 2026 | 05:36 CET
Siemens Energy, RE Royalties and Nordex – 30 Years That Have Investors Taking Notice
A 30-year maintenance contract for new wind turbines. Ten years of additional revenue, even though a loan has already been repaid in full. And 120 new switchgear panels for one of Germany's most important power grids. These figures represent more than just another set of orders from the energy sector. They show how companies are seeking to turn one-off investments into predictable long-term revenue streams. For investors, this development could prove more significant than the sheer number of newly installed megawatts.
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Commented by Carsten Mainitz on October 23rd, 2026 | 05:43 CEST
More Power Requires More Infrastructure! Opportunities for Phenom Resources, Siemens Energy and Nordex?
The energy transition requires grids, power plants, storage systems and raw materials. Electricity must be transported reliably, supplied when needed and stored cost-effectively. This creates opportunities across the entire value chain. Siemens Energy is benefiting from growing demand for energy infrastructure, with its order books full. However, doubts about the AI boom are also mounting. Nordex significantly exceeded expectations with its quarterly results and raised its margin target for the current year. Its shares initially surged before profit-taking set in. Phenom Resources is broadly diversified. The exploration company offers investors exposure to vanadium, gold and other areas. Which share will take off now?
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Commented by Fabian Lorenz on October 19th, 2026 | 05:32 CEST
Out of Siemens Energy? Into CTS Eventim and Power Metallic Mines?
Created and published on behalf of Power Metallic Mines
Copper held up remarkably well during last week's stock market turmoil. Structural conditions continue to support a high copper price, and Power Metallic Mines stands to benefit. The company is developing a multi-metal project in Canada with world-class potential. Following a compelling resource estimate, analysts recently reiterated their Buy recommendation. They see more than 200% upside and room to raise the target price. Is Siemens Energy's share price still too high despite a roughly 30% correction? Analysts take this view. They expect strong quarterly results but believe the market has already priced them in. At the same time, concerns are growing that the extraordinary AI-driven demand boom will not last indefinitely. They therefore rate the DAX stock a Sell. And what is happening at CTS Eventim? Signs suggest a bottoming formation is nearing completion. However, analysts remain divided on whether a sustained recovery is now within reach.
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Commented by Armin Schulz on October 16th, 2026 | 05:20 CEST
Power Metallic Mines, Siemens Energy and BYD: The Export Boom in Electric Vehicles Drives Demand for Copper and Electricity
A single Chinese automaker sold 180,700 new energy vehicles overseas in September. That accounts for about 39% of its sales, more than double the figure from a year earlier. Behind this growth lies a substantial demand for raw materials, including copper and nickel for batteries and electric motors, as well as platinum-group metals for catalytic converters in hybrid vehicles. Electricity is also essential to charge all these vehicles. This illustrates what supply chains must look like to keep electric vehicles running. This plays right into the hands of raw material producers and electricity generators. Today, we take a closer look at Power Metallic Mines, Siemens Energy and BYD.
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Commented by Nico Popp on October 1st, 2026 | 07:45 CEST
Decentralized Instead of Power Shortages: A Comparison of Siemens Energy, 2G Energy and A.H.T. Syngas
When the power grid reaches its limits and power shortages loom, even wind turbines and solar farms are of no help. What is needed then is controllable generation, and combined heat and power (CHP) is considered a key bridging technology. Growing energy demand from industry and AI infrastructure calls for systems that can balance fluctuating feed-in from renewable energy sources. Solutions range from gigawatt-scale power plants to decentralized compact systems. We introduce three companies and shed light on this trend.
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Commented by Matthias Schomber on September 30th, 2026 | 10:00 CEST
Billion-Dollar Poker, Margins & Cash Machine: Siemens Energy, Evonik and RE Royalties Could Be the Real Winners!
Evonik is at the centre of a billion-euro takeover bid that the target has rejected, leaving some investors wondering what comes next. Could a higher offer still emerge? Meanwhile, an industrial company that fought its way out of a deep crisis and saw its share price multiply is now facing renewed pressure. Can the tide turn once more? And then there is a relatively overlooked niche player offering high dividend yields. This is the mix of three companies featured in our latest article. We look at Siemens Energy's comeback after the dark years of the crisis and assess its outlook. We examine the background to BASF's rejected takeover approach for Evonik. Finally, we take a closer look at RE Royalties, which has paid out substantial dividends in the past and is approaching important technical chart levels. Read on as we examine the latest developments at all three companies and the opportunities and risks shaping their stories.
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Commented by Fabian Lorenz on September 21st, 2026 | 07:45 CEST
Following Stock-Market Legend André Kostolany: Are Siemens Energy, BioNTech or HPQ Silicon Contrarian Plays?
Contrarian investors, take note! The stock market does not always behave rationally. Stock-market legend André Kostolany liked to compare the relationship between a company's performance and its share price to a man out for a walk with his dog. Sometimes the dog runs ahead, sometimes it lags behind, but ultimately both move in the same direction. HPQ Silicon appears to be a case in point. While the company has been releasing one positive announcement after another, its stock has come under pressure. This discrepancy is precisely what makes the stock interesting for contrarian investors. Siemens Energy presents almost the opposite picture. The stock has already priced in a great deal of growth, while analysts are recommending a "Sell". And what about BioNTech?
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