SIEMENS ENERGY AG NA
Commented by Fabian Lorenz on November 14th, 2024 | 07:30 CET
Big news for Siemens Energy and F3 Uranium! Shock at Plug Power!
A golden age for uranium. The US aims to triple its nuclear energy capacity, and uranium explorers such as F3 Uranium should benefit massively from this. Like the uranium price, stocks in the sector have consolidated and are currently offering an exciting entry opportunity. This year, Siemens Energy has impressively demonstrated how quickly things can go up. Now, the DAX-listed company has also raised its medium-term targets. However, the wind power division continues to struggle. At Plug Power, revenue is now also faltering. Shareholders of the hydrogen specialist have become accustomed to losses, but they are still higher than revenue. Can it go on like this?
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Commented by André Will-Laudien on November 12th, 2024 | 07:30 CET
Trump is back! Buy commodities; hydrogen is on the sidelines! Siemens Energy, Globex Mining, Nel and Plug Power
With Trump's election victory and the resignation of the coalition government, the European Union's "NetZero" strategy by 2050 could be undermined. New governments now recognize that persistently high energy prices lead to significant job losses in industry. Large corporations are turning their backs on Germany in particular, where energy costs are sometimes ten times higher than in other countries around the world. America is once again taking a unique path. According to Trump, energy prices should be halved, signaling clear support for expanding fossil fuels and a strong stance against costly hydrogen solutions. However, the strengthened industrial policy should also drive up the consumption of raw materials, positioning Globex Mining in a good position and sidelining Nel ASA and Plug Power. What should investors look out for now?
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Commented by André Will-Laudien on November 11th, 2024 | 07:00 CET
Traffic light madness! The turnaround at BASF, Altech Advanced Materials, Nordex and Siemens Energy
The traffic light coalition departs – and the economy breathes a sigh of relief. Key future topics such as the energy transition, e-mobility and the energy storage market now have good prospects. With a redefinition of industrial policy in Germany, confidence is returning to small and medium-sized companies. With a constant stream of new regulations, high energy costs and excessive bureaucracy, the failed coalition had many things in mind – but not the economic well-being of Germany. A murmur is going through the fragile industrial complexes with the announced new election. We expect a surge of innovative ideas, especially in the areas of energy security and mobility. Check your portfolio!
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Commented by Fabian Lorenz on October 31st, 2024 | 07:00 CET
Siemens Energy unstoppable! BYD in a trade war? First Hydrogen share set for a price jump?
More and more analysts are suggesting it might be time to sell Siemens Energy stock. After all, the share is one of the top performers this year, with a price gain of more than 200%. What are the arguments in favour of selling? In contrast, anti-cyclical investors could add First Hydrogen shares to their portfolios. With plans to roll out hydrogen solutions for commercial vehicles across Europe, First Hydrogen's stock appears to have stabilized and represents the new generation in the hydrogen sector. Meanwhile, BYD is growing strongly. The Chinese are aiming for an aggressive expansion in Europe, but what do the new punitive tariffs mean? Is a trade war looming?
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Commented by Fabian Lorenz on September 27th, 2024 | 07:10 CEST
Better than Plug Power? Stocks of Siemens Energy and Altech Advanced Materials are taking off!
Are there new stars in the energy transition? Plug Power and Nel have likely squandered their status in recent years. Both companies are unable to get a grip on their losses, and growth is weakening. Now, Plug Power is trying a new approach. In contrast, Altech Advanced Materials is just getting started. The stock of the German battery hopeful gained 20% in the past week alone. The reason: the marketing of the revolutionary solid-state battery is picking up speed. The Altech battery is expected to solve a critical problem for renewable energy and holds billion-dollar potential. After the strong performance in the current year, does the Siemens Energy share still have potential? Will it reach a new annual high with its old CEO?
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Commented by Stefan Feulner on August 20th, 2024 | 07:00 CEST
Deutsche Rohstoff AG, Saturn Oil + Gas, Siemens Energy - Weak demand offers opportunities
Persistent concerns about slow demand in China led to a sell-off and pushed oil prices below USD 80 per barrel. According to customs data released over the weekend, diesel and gasoline exports from the major oil importer fell sharply in July, driven by lower crude processing due to weak margins. However, this is offset by supply risks related to tensions in the Middle East and the escalation of the war between Russia and Ukraine, which could bring the current correction to a rapid end.
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Commented by Fabian Lorenz on August 14th, 2024 | 07:00 CEST
Shock for Siemens Energy share! BYD and Altech Advanced Materials are going full throttle!
Will the Siemens Energy share price halve? JP Morgan shocked the Company's shareholders with this theory at the beginning of the week. The latest figures were convincing. How did the analysts arrive at the target price, and is there any hope of the share price rising? Altech Advanced Materials is also likely to see its share price rise. The Company is working on next-generation battery technology, and the first prototypes have exceeded expectations. With a high level of equity and strong partners such as Fraunhofer, the rest of the year looks promising. BYD is also going full throttle, aiming for a 5% market share in Europe soon to avoid tariffs.
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Commented by Fabian Lorenz on August 8th, 2024 | 07:00 CEST
Siemens Energy tops, Evotec shocks, and what is causing the dynaCERT share to explode?
The Evotec share lost more than 35% yesterday. The share was already trading at a multi-year low before this drop. Investors were particularly shocked by the adjustment to the EBITDA forecast. Additionally, the biotech company indicated that it plans to downsize. This year, Siemens Energy has shown how quickly a difficult situation can be resolved. On the verge of bankruptcy at the end of 2023, it is back on track, although not thanks to renewable energies. In contrast, dynaCERT has yet to see its share price explode. A former Daimler manager will take the helm in the coming days and is expected to secure orders in Europe. Additionally, dynaCERT investors are waiting for VERRA certification.
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Commented by Fabian Lorenz on July 4th, 2024 | 07:05 CEST
Takeover battle, boom, and price surge: Evotec, Siemens Energy, Royal Helium in focus
Is Evotec heading for a takeover battle? The share price crash has likely attracted private equity. Now, the biotech company is said to have hired an investment bank for defence plans. An order from the US Department of Defense comes at the right time. Helium is also likely to gain importance in the US. The noble gas is indispensable for quantum computers, rockets, and other high-tech applications. In Canada, Royal Helium is currently making the transition from explorer to producer. The share is ripe for a price surge. Siemens Energy's share price currently only knows the way up. And according to analysts, a further 50% is possible.
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Commented by André Will-Laudien on June 11th, 2024 | 06:45 CEST
After the European elections: Is it all happening now? Nel ASA, Kraken Energy, Siemens Energy, ThyssenKrupp and Nucera in focus
Europe has voted, and the Green parties have suffered historic losses! Now, the energy debate is coming to the fore again. While Germany is focusing entirely on green energy in the future, other countries have long since turned the challenges of the time into action. Nuclear energy remains a "zero-zero solution", making France, the Czech Republic and Poland the biggest climate protection exporters in the EU. This is because many new state-of-the-art reactors are being built here. The electricity market is huge, as Germany alone will have to shut down its gas and coal-fired power plants over the next few years due to the CO2 reduction commitments from the Paris Agreement. This threatens to create a supply gap that can only be filled with alternative energies, nuclear power, or hydrogen. What should investors focus on now?
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