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Commented by André Will-Laudien on September 27th, 2022 | 13:49 CEST

Energy for the stock market! Siemens Energy, TubeSolar, Nel ASA, Plug Power - Green innovations are needed now!

  • renewableenergies
  • Energy
  • Hydrogen
  • GreenTech

Many innovative companies are working on sustainable solutions to reduce the colossal dependence on fossil fuels, sometimes with success and sometimes with less noteworthiness. For investors, it is important to note that most of the ideas have German engineering behind them, a testament to our high-performing education and training system. Some very creative start-ups go public quickly and boldly to refinance themselves. Other large companies are already long-listed and now have to watch their formerly lush valuations melt away in the sun. The selection of portfolio stocks is important, so it is always advisable to mix standard stocks with hopeful ones, which lowers the risks. We make a selection.

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Commented by André Will-Laudien on September 24th, 2022 | 21:30 CEST

The green wave keeps rolling! Siemens Energy, Nel ASA, Alpha Copper, Plug Power - Copper now at 7,800!

  • Mining
  • Copper
  • GreenTech
  • Hydrogen

Not enough copper is being mined! Despite this, the price has recently corrected by about 25%. It is mainly due to the worse economic expectations for the coming years. The orders are therefore falling, and the price is also falling slightly. However, the warehouses, due to many strong basic trends such as electromobility, will soon ensure that there will be a renewed shortage. These recurring economic trends, the increasingly difficult supply chain issue and the now high-interest rates are causing high planning uncertainty. Ultimately, they also weigh on mine output locally. We look at the opportunities and risks of the green wave!

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Commented by Stefan Feulner on September 20th, 2022 | 10:52 CEST

Siemens Energy, Barsele Minerals, Nordex, HelloFresh - Markets under the spell of the Fed

  • Mining
  • Gold
  • Investments

The all-dominant topic this week is the interest rate decision of the US Federal Reserve. On Wednesday, a further tightening of interest rates is considered a certainty. However, experts even assume the largest interest rate step for over 40 years with an increase of a whole percentage point. Of course, this would weigh on the precious metals and crypto sectors in addition to the stock markets. In the medium term, however, a change in strategy by the monetary guardians could be on the horizon.

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Commented by Juliane Zielonka on September 8th, 2022 | 12:16 CEST

First Hydrogen, Plug Power, Siemens Energy - Hydrogen wins ahead of wind power

  • Hydrogen
  • renewableenergies

The energy market continues to run hot these days. While gas prices have risen by 436% for new customers, suppliers of renewable energies, in particular, have made good profits on the European power exchanges. Now the EU Commission wants to put a stop to this and redistribute windfall profits. Reason enough for investors to look for new investments outside the EU. One candidate in the race for emission-free drive technology is First Hydrogen. The Company is putting environmentally friendly vans on the roads of Canada, North America and the EU. Also betting on hydrogen is major logistics company Amazon through a collaboration with Plug Power. And Siemens Energy is raising capital to revive its struggling wind energy subsidiary Gamesa.

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Commented by Nico Popp on August 9th, 2022 | 13:03 CEST

From hands off to comeback: Rheinmetall, MAS Gold, Siemens Energy

  • Mining
  • Gold
  • Turnaround

When the government announces the big move, investors had better wait for the results first. Since the Rheinmetall share presented quarterly figures a few days ago, the stock has turned negative. The reason: the order books have not filled as quickly as expected immediately after Chancellor Scholz's turnaround speech. In uncertain times, we take a look at shares between hype and opportunity and highlight three shares with a unique economic cycle.

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Commented by André Will-Laudien on June 20th, 2022 | 12:58 CEST

Nel ASA, Nordex, Nevada Copper, Siemens Energy: Energy Crisis 3.0 - Copper is the solution!

  • Copper
  • Hydrogen
  • GreenTech

The copper market is constantly on the move. Along with Shanghai and New York, the London Metal Exchange (LME) is now one of the world's largest metal trading centers. In Europe, the LME is the benchmark for copper prices and metal trading. In contrast to other exchanges, part of the trading is still done by call and floor trading by brokers in an open ring. The LME copper contract is the second-largest exchange-traded contract on the London Metal Exchange. The demand volume for copper has been at a very high level since 2018, currently even at a 25-year high. Last week, prices came under slight pressure as the specter of recession flew through the trading halls. Where are the biggest opportunities at the moment?

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Commented by Fabian Lorenz on May 26th, 2022 | 11:07 CEST

Nel ASA and Siemens Energy - buy or underweight? dynaCERT with sales partner

  • Hydrogen

It is undisputed that the future belongs to renewable energies. New subsidy programs are passed almost weekly - especially in Europe. However, it is unclear whether now is the time to enter the market. Buy, or wait and see? Among other things, analysts do not agree on Nel ASA. After weak figures, JPMorgan has reduced the price target for the shares of the hydrogen specialist. And at Siemens Energy, too, opinions are divided. High inventory levels are a cause for concern. At the hydrogen company dynaCert, following personnel changes, there are again positive headlines due to a sales partnership and the hope for a share price recovery. Last week, the dynaCert CEO expressed confidence at an investor conference.

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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

  • Oil
  • GreenTech

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 André Will-Laudien on May 10th, 2022 | 11:54 CEST

GreenTech stocks are on the rise! Buy now: BASF, Meta Materials, Nordex, Siemens Energy

  • GreenTech
  • Technology
  • Investments

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 March 11th, 2022 | 11:19 CET

Rheinmetall, Triumph Gold, Siemens Energy - Safe havens despite the crisis?

  • Gold
  • armaments
  • renewableenergies

The Ukraine crisis finally broke the camel's back. Previously, neither the announcement of interest rate hikes nor galloping inflation could move the stock markets to a proper correction. With the beginning of the Russia attack on Ukraine, the indices have lost significant value. Mutual economic embargoes weaken each other, and in the end, the consumer will pay the bill. But as in every crisis, there are winners. Weapons manufacturers are suddenly booming, the price of gold has soared, and renewable energies are being given extra support to ensure independence from Russian energy imports. Today, we look at one company from each of the three sectors.

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