THYSSENKRUPP NUCERA AG & CO KGAA
Commented by André Will-Laudien on December 21st, 2023 | 07:30 CET
After the COP28 Climate Conference: Hydrogen, solar or oil? Plug Power, Nucera, Saturn Oil + Gas, JinkoSolar in focus
It could have gone better! The COP28 Climate Conference in Dubai is over, the results sobering for many, for others within the realm of expectations. While large parts of the world are calling for a stricter approach to reducing fossil fuels, the countries in the Gulf region want to continue their successful business model of the last 150 years. Oil is not going out of fashion, and its production will continue to be abundant and delivered to buyers through various channels. Hydrogen and solar energy, like wind power, are essential energy sources, but they will not replace existing structures; at best, they will supplement them. Even nuclear energy, which has been widely frowned upon, is now seen as a climate solution by countries such as Poland, France and Finland and is being drastically expanded. Where are the opportunities for investors?
Read
Commented by Stefan Feulner on December 19th, 2023 | 07:30 CET
Boom market for renewable energies - thyssenkrupp nucera, Globex Mining, Energiekontor
One week before Christmas, presents are still being handed out on the stock market. Several companies from the renewable energies sector, which has suffered in this stock market year, reported strong quarterly figures and positive outlooks. Due to the significantly lower prices, hydrogen, wind, and solar power offer attractive entry opportunities for the coming year. One thing is sure: in Germany in particular, politicians will do everything they can to ensure that alternative energy sources become a long-term success.
Read
Commented by André Will-Laudien on October 10th, 2023 | 07:10 CEST
Hydrogen before the rebound! Nel, First Hydrogen and ThyssenKrupp Nucera in focus
The stock market environment is currently not characterized by a festive mood. Many conflicts and political uncertainties dominate the minds. Even hydrogen stocks have not been spared major price corrections for investors. However, investors with a healthy long-term focus should look a few years ahead. After all, climate change and alternative energies will have difficulty bypassing the hydrogen issue. Public initiatives will increase, if not today, then tomorrow. Even today, however, the entire sector is available for purchase at a high discount. First Hydrogen is very innovative, and there are good rebound opportunities for Nel and ThyssenKrupp. We do the math.
Read
Commented by André Will-Laudien on October 5th, 2023 | 08:50 CEST
Hydrogen - further caution. Gold - strong buy! Nel, Plug and Nucera in the sell-off, consider increasing Globex Mining!
The year 2023 will go down in the history books as the anti-bull market for hydrogen stocks. Because of political declarations of intent, they were the most sought-after stocks on the stock market in 2019 and 2021. However, instead of public and private initiatives, hydrogen is becoming a specialized solution. Electrolysis, which is costly, makes sense where there is enough green energy and surplus available from the grid. In Europe, however, there is more of an energy problem, and expensive hydrogen cannot offer economic solutions. Investors are therefore rethinking and selling the still costly stocks. Mining and mining stocks have also fallen in 2023, but gold and strategic metals have an undeniable demand. Taking a look at Globex Mining could be worthwhile at this point. Here are some ideas for the active investor.
Read
Commented by Armin Schulz on September 4th, 2023 | 07:40 CEST
Nel ASA, First Hydrogen, ThyssenKrupp Nucera - EUR 800 million for hydrogen in Europe
The EU is determined to advance green hydrogen in Germany, and to support this goal, the EU Hydrogen Bank was allocated EUR 800 million in March. The auction process is set to commence in November, led by the European Executive Agency for Climate, Infrastructure and Environment. Subsidy payments may go up to EUR 4.50 per kg of green hydrogen. Any entity within the European Union capable of producing a specific quantity of green hydrogen at the lowest cost is eligible to participate. By 2030, the EU wants to produce 10 million tons of green hydrogen and import about the same amount. Germany also offers substantial incentives; Sunfire GmbH from Dresden, for example, received a whopping EUR 162 million in subsidies. We therefore analyze three hydrogen companies.
Read
Commented by André Will-Laudien on July 31st, 2023 | 09:00 CEST
New hydrogen hype! More than 100% possible with Plug Power, dynaCERT, ThyssenKrupp Nucera and Nel ASA
While the use of wind and solar has long been established, this step is still to come for hydrogen. The EU's recent decision to produce around 20 million metric tons of the highly flammable fuel by the year 2030 is a major step forward. The aim is to replace natural gas supplies from Russia. This move is expected to help the new energy source establish itself more rapidly within the EU. Currently, 50 billion cubic meters of natural gas are used in Europe to produce so-called grey hydrogen. According to recent studies, a rapid switch to green hydrogen would make it possible to replace around 12% of gas consumption by 2030. Quite impressive! Which stocks will benefit from the approaching boom?
Read
Commented by Nico Popp on July 20th, 2023 | 08:15 CEST
Turning point in uranium: ThyssenKrupp Nucera, GoviEx Uranium, Cameco
The energy issue is a concern for industry and citizens. Consumers, in particular, are now so unsettled that they have decided to wait and see. But passivity is not a good advisor. Within industry, it has long been clear that hydrogen is the key to climate neutrality - the successful IPO of ThyssenKrupp Nucera underscores this. But there are energy alternatives: An agreement between Canada and Ukraine shines a spotlight on uranium.
Read
Commented by André Will-Laudien on July 18th, 2023 | 07:55 CEST
Hydrogen makes headlines: Plug Power, ThyssenKrupp Nucera, Desert Gold, Nikola - Huge price swings!
Gains of over 100% in a single day, such occurrences are rare on the NASDAQ. The stock in question is no stranger: Nikola Motors. Currently, it is mainly the investment commitments for hydrogen projects that are causing investor excitement. In the case of Nikola, it was certainly also a short squeeze, as over 100 million shares had been sold short in recent months. Last Friday, the stock initially surged another 50% on historical volume, but this gain dropped to just 0.3% by closing. High risks, but where are the opportunities?
Read
Commented by Nico Popp on July 12th, 2023 | 08:20 CEST
Multipliers in the shadow of the hydrogen hype? ThyssenKrupp Nucera, TUI, Desert Gold Ventures
Anyone who simply wants to take a chance on the stock market currently has many options. The IPO of ThyssenKrupp Nucera shines a spotlight on the hydrogen sector. Hydrogen is virtually irreplaceable for the future of the industry. But what other investment ideas are emerging? Shares in the vacation and leisure sector are currently booming. We examine what opportunities are emerging and why the hottest trend does not always mean the best investment.
Read
Commented by André Will-Laudien on July 11th, 2023 | 06:55 CEST
Hydrogen ahead of e-mobility! Nucera rises, Tesla falls - What are First Hydrogen, Nel and Plug Power doing?
The complete renewal of the energy landscape is gobbling up trillions. While the EU wants to spend at least EUR 300 billion over the next 10 years on e-mobility, wind and solar power, there are now already many private investors jumping on the bandwagon. Joe Biden's Inflation Act includes, in addition to some social issues, the energetic renewal of the superpower USA, which has been purely fossil-fuel driven for decades. In the hydrogen sector, the profitable H2 subsidiary ThyssenKrupp Nucera has ventured into the market. With a capitalization of EUR 2.7 billion, a clean start has been made. It will be interesting to see how strongly the parent company ThyssenKrupp can profit from the revaluation of its subsidiary. We analyze the opportunities in the volatile hydrogen sector.
Read