NEL ASA NK-_20
Commented by Fabian Lorenz on March 20th, 2026 | 09:00 CET
Which stock to buy now? Evotec, Nel, and Lahontan Gold in focus
What is driving Nel's sudden rebound? Within just a few days, the former hydrogen hopeful has surged more than 20% in value, breaking out of its short-term downtrend. Yet analysts do not see a trend reversal. Instead, they point to a risk in the order backlog. In contrast, the gold explorer Lahontan Gold currently offers an interesting entry opportunity following a sharp correction. The company aims to expand the resource estimate of its flagship Nevada project beyond 2 million ounces. If successful, the stock could be materially undervalued. Evotec, on the other hand, continues to struggle with investor sentiment. Even a recent milestone payment failed to provide positive momentum, with the stock declining further yesterday.
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Commented by Armin Schulz on March 18th, 2026 | 07:15 CET
Nel ASA, Pure One, and Daimler Truck – Your Ticket to Returns When Diesel Trucks Become Unaffordable
When geopolitical crises send oil prices soaring and Brussels simultaneously tightens CO2 regulations for trucks, the transportation industry comes under immense pressure. The combination of war-driven supply fears and strict EU climate rules suddenly propels alternative powertrains into the economic spotlight. While battery-powered trucks score points in distribution transport, fuel cells are experiencing a renaissance on long-haul routes. Amid this tension, three players positioned along the entire value chain are stepping into the spotlight: Norwegian electrolyser specialist Nel ASA, cleantech specialist Pure One, and commercial vehicle giant Daimler Truck.
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Commented by André Will-Laudien on March 17th, 2026 | 07:00 CET
Uranium and nuclear power over hydrogen! Investors favoring Stallion Uranium and leaving Nel ASA and Plug Power behind!
The recent military operations in Iran were unsurprising, given the prolonged, fruitless nuclear negotiations. However, few forecasters would have predicted a regional escalation across the entire Middle East. As a result, oil and gas markets are once again exploring the potential for an upturn, even though a global oversupply should prevail due to recession fears. Regardless, traders are driving energy prices ever higher; yesterday, Brent crude once again surged past the magic USD 100 mark. It remains to be seen whether the trend will hold. At the same time, geopolitical turbulence is fueling the global expansion of nuclear energy. India, for example, plans to increase its nuclear capacity to around 100 GW by 2047, starting from just under 10 GW today. These plans underscore the drive for a stable base supply in a hyper-digital world. The IT giants are also playing a major role, as they need electricity. As a result, demand for uranium is rising steadily, drawing attention to companies with strong reserves. Stallion Uranium is one of them. We take a closer look!
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Commented by Nico Popp on March 13th, 2026 | 07:15 CET
Investing in the hydrogen revolution: Solid returns with Pure One, Nel, and Ballard Power
The hydrogen economy is coming of age. After years of political debate and countless industry prototypes and visions, the sector is now entering a phase of industrial maturity. Industry experts describe the current year as decisive, as projects with solid economics are now separating themselves from purely politically driven initiatives. While Norwegian pioneer Nel is building the infrastructure for green hydrogen at gigawatt scale through mass production of highly efficient electrolysers, Ballard Power Systems is delivering solutions for emission-free heavy-duty and passenger transport with proven fuel cell modules. The Australian company Pure One Corporation covers the entire value chain. With its "end-to-end ecosystem," the company bridges the gap between production and application, enabling seamless adoption of CO2-free logistics solutions. Investors are in an exciting phase in which hydrogen is being reevaluated as an energy source for industry.
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Commented by Mario Hose on March 13th, 2026 | 06:55 CET
Hotter than hydrogen stocks Nel ASA and Plug Power: the discreet crisis winners CHAR Technologies, 2G Energy, and Verbio!
The politically driven energy transition was meant to change a lot, but while many are still discussing distant dreams, three companies are already creating tangible results today. This goes beyond environmental protection; it is about the radical conversion of waste into valuable energy and helping heavy industry avoid CO2 collapse. Among them, Canada's CHAR Technologies stands out, making the virtually impossible possible with a unique high-temperature technology and recently raising fresh capital for its next big leap. CHAR is not alone. In Germany, heavyweights such as 2G Energy and Verbio are proving that biogas and highly efficient combined heat and power are no longer niche topics, but can make stock market prices soar. These three stocks could form the backbone of a green portfolio in 2026, provided the overall market and political conditions are favorable. Here is why these three stocks, in particular, could boost your portfolio.
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Commented by Fabian Lorenz on March 12th, 2026 | 07:10 CET
OIL PRICE SHOCK drives these stocks - Nordex, Nel, and dividend gem RE Royalties
The importance of alternatives to oil and gas is once again becoming increasingly clear. RE Royalties is one of the companies benefiting from this trend. The company finances projects in the fields of solar, wind, hydropower, and energy storage. Thanks to its activities in the US, it also benefits directly from the growing energy demand of AI data centers. In addition, the stock attracts investors with a dividend yield of more than 9%. Nordex also plans to pay dividends in the future. The stock would normally be considered due for consolidation after its recent rally. However, a steady flow of new orders continues to support the share price. Nel shareholders are still far from receiving dividends. The latest results for Q4 2025 and the company's outlook have been disappointing. Are new catalysts in sight?
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Commented by Armin Schulz on March 10th, 2026 | 07:10 CET
Plug Power, dynaCERT, Nel ASA: How to profit from the new billion-dollar rush on hydrogen in 2026
In 2026, the stock market has moved on from hydrogen as a speculative investment and is rediscovering it as a solid industrial asset. While the initial euphoria has faded, record sums are now flowing into concrete infrastructure and production. Three technology leaders in particular are driving development forward with their different approaches. Plug Power is focusing on the commercialization of hydrogen ecosystems, dynaCERT is optimizing the combustion process for cleaner diesel engines with its HydraGEN™ systems, and Nel ASA is scaling up green production with its electrolysers.
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Commented by André Will-Laudien on March 6th, 2026 | 07:05 CET
War – Shortages – Capitulation! Nel ASA, American Atomics, Oklo, and Siemens Energy in focus
In an environment where capital markets are already highly strained, another Middle East conflict has emerged at the beginning of March - this time involving Israel, the US, and Iran. Naturally, Hezbollah in Lebanon also stands ready to support its financiers from the Persian state. All of this adds fuel to an already overheated situation that can hardly cool down due to global shortages of energy, weapons, and raw materials. For stock market traders, this environment presents both opportunities and risks, because where there are losers, there are always winners as well. With oil and gas prices 15% higher, alternative energy sources are quickly coming back into focus. Stocks such as Nel ASA, which had already faded somewhat, are thus getting a new lease of life. A particularly strong spotlight is now falling on the nuclear industry, as it is more important than ever. Risk-conscious investors may still want to jump on the moving train.
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Commented by Mario Hose on March 5th, 2026 | 07:00 CET
Hydrogen madness 2.0: Plug Power soars – Could Nel ASA and First Hydrogen follow? Robotics joins the race!
As history shows, those written off often survive longest. On Tuesday, the stock market delivered a dramatic reminder: Plug Power, the US hydrogen pioneer, staged a remarkable comeback. After what felt like an eternity in the "valley of tears" (an experience usually reserved for solar stocks in winter when the sun hardly shines), the shares of US pioneer Plug Power shot up by double digits, shaking off the doldrums and potentially waking the entire hydrogen sector. Investors are now rightly wondering whether this is the long-awaited starting signal for a new, massive rally in the clean energy sector. While the Americans are impressing with bare figures, other players are already positioning themselves with strategies that go far beyond simple fuel cell propulsion. Canadian newcomer First Hydrogen is causing a stir with its strategy. Scandinavian giant Nel ASA is also waiting in the wings, just waiting to be swept up in the new wave of euphoria. In this report, we analyze why the cards are being completely reshuffled in the hydrogen sector and whether we are on the verge of a historic turning point. There is a sense of optimism in the air, with new technologies and a profit opportunity that many had already written off. Read on, because the momentum we are currently experiencing could keep the markets on tenterhooks for the rest of the year.
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Commented by Fabian Lorenz on February 24th, 2026 | 07:30 CET
New German hydrogen gem! Will A.H.T. Syngas eclipse the old favorites Plug Power and Nel ASA?
Is it time for a changing of the guard in the hydrogen sector? The old favorites Plug Power and Nel ASA have been falling short of expectations for years. Yet the benefits of hydrogen in the energy mix of the future are undisputed. A.H.T. Syngas is on its way to becoming the new hydrogen gem. The company produces synthetic natural gas substitutes from biogenic residues and, in the future, hydrogen as well. A.H.T. Syngas has recently achieved an important breakthrough. In addition, it is in the process of transforming itself from a pure plant manufacturer to an energy producer. The revaluation has begun, but is far from complete. Analysts see considerable upside potential.
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