ITM POWER PLC LS-_05
Commented by André Will-Laudien on August 5th, 2026 | 07:20 CEST
Endless NASDAQ Rally – AI Drives Demand for Electric Power and Hydrogen: Nel ASA, dynaCERT, BYD, and ITM Power
While the relentless tech rally on the NASDAQ races from one historic all-time high to the next thanks to the insatiable AI boom, investors are increasingly focusing on the industry's fundamental Achilles' heel: the enormous electricity demand of AI data centers. As artificial intelligence becomes more deeply embedded in business operations, it not only requires vast amounts of electricity but is also automating routine tasks that were once performed by human workers. This rapid adoption is driving an unprecedented need for reliable power generation. The question is no longer whether additional energy will be needed, but where it will come from. Investors looking toward the future are increasingly seeking the most compelling ESG investment opportunities at the intersection of high-tech innovation and energy production. In addition to expanding nuclear energy, many cleantech solutions are being explored. The e-mobility giant BYD recognized this challenge years ago; today, it dominates the roads worldwide with groundbreaking battery technologies. Complementing the electrification trend is the growing hydrogen economy, where Nel ASA and ITM Power continue to play important roles. At the same time, dynaCERT is rapidly advancing toward broader commercial adoption through an ambitious expansion strategy in Asia, leveraging its emissions-reduction technology. Where are the key catalysts for investors?
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Commented by André Will-Laudien on July 28th, 2026 | 07:40 CEST
Energy Power Shift: US on the Rise, EU Under Pressure – A Look at Standard Uranium, E.ON, ITM, and Plug Power
The next wave of the AI revolution will be decided not by algorithms, but by megawatts. The US energy agency, the IEA, projects that data center electricity consumption will rise to just under 1,000 TWh by 2030. An analysis by Goldman Sachs goes even further, forecasting that electricity demand driven by AI workloads could rise by up to 160% over the same period. This brings an often-underestimated question to the forefront of the capital markets: Who will supply the energy for the digital age? Utilities like E.ON and hydrogen specialists such as ITM Power and Plug Power are small cogs in a large machine room. Countries like China, the US, and the dynamic EU member Poland have recognized the challenges and are mobilizing for their next phase of nuclear expansion. The race for electricity is on, and it will determine who will be among the big winners in the AI era. Globally, uranium production remains concentrated in just a few regions. This makes the market vulnerable to supply disruptions, permitting risks, and geopolitical disruptions. Standard Uranium demonstrates what consistent exploration can look like at a time when demand for uranium to fuel new power plant capacity is rising. It is worth taking a closer look.
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Commented by André Will-Laudien on July 23rd, 2026 | 11:50 CEST
Things are heating up! Disappointment at Nel ASA - can A.H.T. Syngas, E.ON, and ITM Power deliver?
It is earnings season again! As is the case every year starting in mid-July, publicly traded companies are reporting on the past quarter. There is a lot of movement, especially among the highly watched tech stocks, some of which have suffered sharp price declines in recent weeks. Nel ASA has already reported its Q2 results, confirming the difficult situation in the hydrogen business with another revenue decline—though at least order intake is on the rise. With the climate and energy transition back in the spotlight amid summer temperatures nearing 40 degrees, we are also taking a look at its competitors in the energy sector. A.H.T. Syngas continues to grow in Poland, ITM Power secures additional EU funding, and E.ON is making acquisitions in the UK. So the M&A merry-go-round is spinning again—investors should remain on their toes despite the heat!
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Commented by Fabian Lorenz on July 20th, 2026 | 07:00 CEST
Nel ASA Reports Dismal Results! ITM Power Enjoys a Cash Windfall! Is dynaCERT Poised for Multi-Bagger Returns?
When an established company posts a quarterly loss that exceeds its revenue, it is fair to describe the results as dismal. That is exactly what happened at Nel ASA. Against this backdrop, the slight decline in the share price can almost be viewed as positive. That said, not everything in the quarterly report was negative. Analysts view developments at dynaCERT positively. If the company succeeds in commercializing its fuel- and emissions-saving technology, the stock could deliver multi-bagger returns. Management currently sees particularly strong growth opportunities in Asia, where the company has already secured its first major orders. Meanwhile, ITM Power's shares have roughly halved in value in recent months. The market's enthusiasm surrounding the partnerships with Rheinmetall and Deutsche Bahn persisted for quite some time. At least the British company can now celebrate a significant cash windfall.
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Commented by André Will-Laudien on July 15th, 2026 | 08:25 CEST
Booming Energy Markets: News Boosts dynaCERT, While Siemens Energy, Nordex, Rheinmetall, and ITM Power Enter a Consolidation Phase
The Iran conflict is once again dominating headlines, drawing renewed attention from capital market participants to alternatives to oil and natural gas. And the trend is moving in the wrong direction. Brent crude, the world's most widely traded oil benchmark, has surged another 20% in just three days, putting alternative energy technologies back into focus. Business momentum is becoming increasingly tangible for hydrogen specialist dynaCERT, which is now rolling out its emerging markets strategy through Vietnam. Meanwhile, Siemens Energy is fighting to hold the EUR 150 level, while Nordex has been unable to maintain support at EUR 40. At the same time, former market favourite ITM Power is experiencing a full-scale sell-off, while Rheinmetall is once again moving into the spotlight. With so much happening across the sector, investors are facing a market in motion—and a broad range of opportunities. We take a closer look.
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Commented by André Will-Laudien on July 8th, 2026 | 07:25 CEST
Penalty Shootout in the Energy Sector: Takeovers Ahead? Keep an Eye on Nel ASA, A.H.T. Syngas, Helios Solar, ITM, and Plug Power
Markets continue to climb, and the global energy transition is entering a new investment phase. Yet the momentum is far from evenly distributed. While Europe is accelerating the expansion of renewable energy to meet rising electricity demand from electric vehicles, industry, data centers, and artificial intelligence, the US administration is placing renewed emphasis on expanding nuclear power. Meanwhile, Southeast Asia is quietly emerging as one of the world's fastest-growing solar markets. According to the International Energy Agency, annual global investment in clean energy technologies will need to exceed USD 2 trillion by the end of the decade merely to move closer to international climate targets. At the same time, the European Commission is easing fiscal rules, giving member states greater scope to invest in energy infrastructure, while the European Investment Bank plans to provide EUR 75 billion in financing for energy transition projects by 2028. Who stands to benefit?
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Commented by Carsten Mainitz on June 12th, 2026 | 07:05 CEST
Decarbonization - An Overlooked Multi-Billion-Dollar Market! Strategic Resources Aims to Take A Leading Role; What About ITM Power and Nel?
Decarbonization is increasingly becoming the dominant megatrend in global industry and is opening up entirely new value chains linking energy, raw materials, and technology. While companies like ITM Power and Nel provide the technological foundation for green hydrogen, "raw material developers" such as Strategic Resources are simultaneously coming into focus. The Canadians aim to supply the industry with green steel and plan to build a comprehensive value chain. In addition, an exciting partnership has been formed to develop vanadium-based battery materials. Who will win the race?
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Commented by Matthias Schomber on June 11th, 2026 | 08:00 CEST
Market Shock and Plunge for Ballard Power and ITM Power! Does HPQ Silicon Offer a Better Opportunity Following New Deals?
Stocks in the technology sector—and particularly those in the hydrogen industry—are currently experiencing wild swings. Even when there is positive news or a successful annual shareholder meeting, massive profit-taking often sends prices plummeting afterward. Prominent examples of this are the current developments at industry giants ITM Power and Ballard Power. Both have recently suffered steep price losses following their strong rallies. But while these two stocks are currently "suffering" under selling pressure, an exciting technology stock is positioning itself in the second tier. HPQ Silicon is drawing attention with new partnerships in Asia and at European defence trade shows. From a technical chart perspective, it is currently well supported on the downside by a horizontal support zone. Could HPQ perhaps even outperform Ballard and ITM in the coming weeks? We take a close look at the opportunities and developments of these three companies.
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Commented by Fabian Lorenz on June 10th, 2026 | 07:40 CEST
ITM Power and Nel ASA in Correction Mode – Is dynaCERT Poised for a Breakout?
Nel ASA shares fell more than 5% yesterday alone, extending the stock's correction through June. On the positive side, the former investor favourite recently succeeded in resolving a legal dispute. ITM Power is also in correction mode. Even a new partnership in the UK has failed to halt the recent sell-off. That said, both Nel ASA and ITM Power had previously enjoyed substantial rallies, with their shares roughly doubling and more than tripling, respectively. Analysts believe dynaCERT shares are capable of such a price surge. Under its new German management team, the cleantech company has undergone a significant transformation over the past two years. Currently, the company is benefiting from elevated oil prices. There is significant interest in technology for optimizing internal combustion engines. Should dynaCERT announce larger commercial orders, the stock could attract increased investor attention and potentially continue its upward momentum.
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Commented by André Will-Laudien on June 8th, 2026 | 07:00 CEST
Will NASDAQ Shockwave Burst AI Bubble? Major Movements at Nel ASA, Oklo, dynaCERT, SpaceX, and ITM Power
It has finally happened—a 7.5% drop on the tech exchanges in just three trading days. Yet, only last Tuesday, the NASDAQ 100 index had reached a new all-time high of 30,730 points. In a sudden realization, market participants understood that the central bank's next move will be a "rate hike." After all, the new Fed Chair, Kevin Warsh, makes no secret that inflation near 4% is a disaster for the US dollar and economic stability. Although Donald Trump has repeatedly hinted in the media at an interest rate cut, the central bank governors—including former Fed Chair Jerome Powell—are unanimously leaning toward hikes to curb high inflation. In addition to economically measurable inflation, voices are growing louder that excessive price increases on Wall Street paint a picture of the economy that does not align with reality. The daily gains of billions in stock market wealth, combined with the extreme increases in long positions, harbour the potential for disappointment in the near future. Whether the initial spark of a correction was set in motion last week must therefore be closely analyzed.
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