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Commented by Stefan Feulner on October 1st, 2024 | 07:00 CEST

Mutares, 123fahrschule, Porsche SE – Incisive news

  • Investments
  • Automotive
  • Electromobility
  • Technology

After the attack by US short seller Gotham City, the holding company Mutares is struggling to regain its footing while the battered share price continues to search in vain for a bottom. Less surprising, given that the crisis in the German automotive industry has already been discussed at length in the press of late, was Volkswagen's sales and profit warning. In contrast, decisions could be made within about two weeks that may reshape a billion-dollar market, potentially benefiting a disruptive technology company disproportionately.

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Commented by Juliane Zielonka on July 12th, 2024 | 06:30 CEST

First Hydrogen, Delivery Hero, Porsche - New markets, new challenges, and optimistic analysts

  • Hydrogen
  • Fuelcells
  • Electromobility
  • renewableenergies
  • Retail

The markets are on the move. Delivery Hero is charging its B2B customers in South Korea to pay more to cushion a potential fine of three million euros. While food is delivered by bicycle in urban areas, there are numerous delivery services that deliver goods to their customers by van. Whether Amazon, Hermes, or DHL, innovations are urgently needed here, as purely electric vehicles can usually only handle short distances. First Hydrogen could be the answer. The Company is developing emission-free vehicles for logistics that can cover 630 km on a single fuel tank. First Hydrogen is thus positioning itself as an innovative player in the still-young hydrogen market. Porsche, on the other hand, is struggling with declining sales figures, particularly in China. However, analysts remain optimistic, thanks to a positive margin trend and another decisive factor.

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Commented by André Will-Laudien on April 23rd, 2024 | 07:45 CEST

Attention: DAX dividends! Car stocks pay out: Mercedes-Benz, MS Industrie, VW and BMW

  • Technology
  • hightech
  • Automotive
  • Electromobility

The DAX 40 index has gone into reverse gear in recent weeks. In addition to the high-tech and artificial intelligence sectors, the multi-month bull market also included defense stocks in the interim phase. There is no real reason to celebrate among automotive stocks, as an expected decline in GDP also means reduced household budgets. This translates to fewer new vehicle sales, with many electric vehicles produced in bulk occupying important showroom space from dealers for months. The pain is increasing, and those looking to sell vehicles find themselves in ruinous discount battles with cheap Chinese imports. However, there appears to be a glimmer of hope on the horizon: interest rate cuts! They are expected in the second half of the year. We analyze the current situation.

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Commented by Juliane Zielonka on March 14th, 2024 | 06:15 CET

Porsche, First Hydrogen, Mercedes-Benz: Which shares offer growth potential in the transformation phase towards clean energy?

  • Hydrogen
  • greenhydrogen
  • Electromobility

The German automotive industry is facing drastic changes, one of the biggest transformation phases in history. The "Green Deal" is forcing car manufacturers to completely overhaul their requirements and supply chains. Porsche announces the introduction of hybrid drive in its popular 911 models, and the Macan is set to be offered entirely as an electric vehicle. However, CEO Blume links the transition to an important condition. Forecasts by McKinsey show that clean hydrogen will account for a significant part of the global energy supply by 2030. In this context, First Hydrogen is playing a decisive role in the development of zero-emission transportation solutions. First Hydrogen is developing emission-free vehicles and green hydrogen production in Vancouver, Montreal and London. In partnership with AVL Powertrain and Ballard Power Systems Inc., the Company is working on hydrogen-powered light commercial vehicles with a range of over 630 km. Around 8,000 Mercedes-Benz employees in Germany are currently experiencing the fact that the green transformation can be painful. We provide the details.

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Commented by André Will-Laudien on January 5th, 2024 | 08:30 CET

Berlin abolishes the eco-bonus, so what now for e-mobility? Plug Power, Prospera Energy, VW and Porsche in focus

  • renewableenergies
  • Electromobility
  • Oil

Investors who bet on green energy in 2023 took a big hit. Contrary to many forecasts for the future, the wind and hydrogen sector has yet to show any sustained positive development. Government budgets are simply insufficient to promote these still unprofitable forms of energy. Private investors want to see returns on their investments. State-of-the-art combustion technologies will likely remain available for years because they are efficient and work in all weather conditions. Those who experienced their electric vehicle running out of power on December 1, 2023, at minus 10 degrees with 1 meter of fresh snow can attest to the challenges. We look at titles that carry the essence of fossil energy approaches in their soul.

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Commented by Juliane Zielonka on October 27th, 2023 | 07:00 CEST

Porsche share, Globex Mining, Bayer AG - Who offers the most profitable return?

  • Mining
  • Gold
  • Biotechnology
  • Electromobility

Despite good figures, economic turbulence in the major customer China continues to make Porsche cautious about its forecasts for the coming year. The situation is quite different for the explorer Globex Mining, which has a mineral property with the valuable raw material vanadium in its portfolio. Vanadium is used in nuclear power plants, aircraft and spacecraft. Its 1% interest in a mineral property that can generate an expected annual free cash flow of USD 235 million for the next 21 years puts it in a good position. The net present value in this account from the interest is also positive. Bayer, on the other hand, has lost another glyphosate lawsuit. Find out what is so significant about this case here.

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Commented by Juliane Zielonka on May 4th, 2023 | 08:50 CEST

Bayer AG, First Phosphate, Porsche - In the fast lane with the right stock mix

  • Mining
  • phosphate
  • Batteries
  • Pharma
  • Electromobility

Can sustainability and profitability go hand in hand? When looking at First Phosphate, a company that recently went public, this is true. The Company has found its place in the niche of LFP batteries for the global energy transition. Porsche AG also knows that electromobility is winning the race. The eMacan is selling so well that CFO Meschke has set a target return of 19%. Is that what Bayer's new CEO, Bill Anderson, is thinking? The conglomerate of Consumer Health, Crop Science and Pharma has more potential than the market is currently pricing in.

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Commented by André Will-Laudien on March 9th, 2023 | 10:56 CET

Running out of fuel? BYD, Porsche, VW, Globex Mining - Metals in demand!

  • Mining
  • Gold
  • Silver
  • Commodities
  • Electromobility
  • Metals

In benchmarking, anyone who sees electromobility at the forefront cannot ignore a powerful battery. In the last 3 years, there have been no real leaps forward in development, but at least power compression in lithium-ion technology achieved a doubling of the range and, in parallel, also lowered the previously long charging times. This made an electric vehicle suitable for long-distance travel for the first time, even though faster discharge must be expected in winter due to non-engine services such as heating. But technological development continues, and BYD, as one of the world market leaders, sets technological standards. Which stocks are the favourites in the sector?

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Commented by André Will-Laudien on September 7th, 2022 | 13:41 CEST

Artificial intelligence shopping with these stocks: Infineon, BrainChip, Porsche, VW

  • chips
  • AI
  • Electromobility

It is hard to imagine tomorrow's high-tech applications without them: small, miniaturized chips that take over the intelligent control of our modern appliances. These nimble marvels must not only perform their programmed tasks but also save power and space. Engineering centers worldwide are trying to develop chips that learn from exogenous influences, i.e. that detect their environment through speech recognition or corresponding sensor technology, evaluate states and develop reaction categories. For example, if an object the size of a ball rolls from the right edge of the road across the center of the lane, such systems are supposed to trigger braking with the help of optics and sensor technology. Bravo if it works - where are the opportunities in the current stock downturn?

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Commented by André Will-Laudien on March 9th, 2022 | 12:56 CET

Panic oil price USD 130: Volkswagen, Porsche, Nevada Copper, Mercedes - Next push for e-mobility!

  • Copper
  • Electromobility

The panic moves in the oil and gas markets are making a trend increasingly apparent: For raw material importers, the historical dependence on fossil fuels is becoming unaffordable. Consequently, alternative energy and drive concepts are enjoying a renaissance, and GreenTech stocks are already the big winners. The same applies to copper: It is an essential metal for the high-tech industry due to its extreme conductivity. There has been a supply deficit since 2019, and the price has already quintupled in the years 2020 to early 2022. Who will close the dramatic gap?

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