SIEMENS ENERGY AG NA O.N.
Commented by Fabian Lorenz on November 27th, 2024 | 07:25 CET
WINNERS of the CLIMATE CONFERENCE: Siemens Energy, Plug Power, dynaCERT!
The CO2 markets and emissions trading are among the few winners of the climate conference in Baku. The dynaCERT share should benefit, as the technology company could face a surge of orders in 2025, potentially leading to a revaluation of the stock. Siemens Energy has recently demonstrated just how quickly and dramatically a revaluation can occur. According to analysts, the rally is far from over. In contrast, Plug Power faces an uncertain future. While experts remain optimistic about the hydrogen sector, the US company is not among their recommendations. So, who are the true beneficiaries of the hydrogen boom?
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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 Juliane Zielonka on October 17th, 2024 | 07:15 CEST
Saturn Oil + Gas, Bayer, Siemens Energy: Three companies for balance in volatile times
In uncertain times like these, a balanced portfolio is crucial for every investor. Also, in view of the upcoming US election, diversification across different sectors is worthwhile to offset fluctuations in the portfolio. Saturn Oil & Gas relies on a combination of share buybacks and targeted acquisitions. With an adjusted EBITDA of approximately CAD 400 million, the Company is demonstrating its financial strength and potential for further growth. By applying for approval of a drug for menopausal symptoms to the European Medicines Agency (EMA), Bayer AG is targeting a global market that is expected to grow to a remarkable USD 26.97 billion by 2031. Global player Siemens Energy is focusing on the reorganization of its wind business and its participation in offshore wind energy projects. The early contract extension of CEO Christian Bruch until 2030 underlines the confidence in the current course. Today, we have three companies in focus.
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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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