NEL ASA NK-_20
Commented by André Will-Laudien on January 11th, 2023 | 12:56 CET
Hydrogen versus oil and gas in 2023 - Uniper, Saturn Oil + Gas, Nel ASA, Plug Power? The 150% chance!
The example of Uniper shows how quickly a misguided energy policy can backfire. For years, the German government had relied on cheap gas from Russia, even co-financing a brand-new pipeline, but then came the political end. With the Ukraine war, the eastern gas source dried up, and several billion euros invested in destroyed pipelines will never be seen again. Uniper, the biggest gas importer, had to be saved from bankruptcy. In addition to the sharp rise in supply costs, the German citizen now has to bear the additional debt of almost EUR 50 billion for the Uniper bailout. It could not have come at a worse time. Who are the secret winners?
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Commented by Nico Popp on January 9th, 2023 | 17:42 CET
A look at what the hydrogen deal with Norway means: NEL, Volkswagen, dynaCERT
Those in the import-export business usually know how to cut a deal in business terms. Sometimes entrepreneurs in this industry are also a bit shady - at least, that is the image attached to them. Now Norway wants to get into the import-export business in a big way. In the next three minutes, we explain what is at stake, why the deal is important for the hydrogen sector and how investors can profit from it.
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Commented by Armin Schulz on January 4th, 2023 | 18:21 CET
Nel ASA, dynaCERT, Plug Power - The future of sustainable energy is now!
The hydrogen market is an integral part of the energy transition, as hydrogen is a clean alternative to fossil fuels. A wide range of applications are possible with hydrogen. Now that Germany is giving up Russian gas, independence from other gas suppliers is also the goal. Saxony-Anhalt's Chairman of the Conference of Energy Ministers, Armin Willingmann, is therefore calling for the industrial production of green hydrogen. With the expansion of renewable energies, the storage of surplus electricity as green hydrogen is a sensible solution. We, therefore, take a look at three companies that have developed their products around hydrogen.
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Commented by André Will-Laudien on December 28th, 2022 | 08:12 CET
Goodbye Tesla shares - Now bet on the hydrogen rally 2023: Plug Power, First Hydrogen, Nel, Ballard Power
Tesla is experiencing a continued decline in demand in China. According to internal plans, the assembly lines at the production site in Shanghai will be at a standstill for almost two weeks in January. The US electric carmaker plans to produce at its main factory at the beginning of 2023 only, from January 3 to 19. Around the Chinese New Year, Tesla will stop the assembly lines. Tesla did not give an official reason for the surprising break. The Company, founded by Elon Musk, has yet to respond to press requests to comment on the production cuts after Christmas. The share has now lost 40% in 4 weeks and continues to go down unchecked. Last Saturday, Tesla had already largely stopped production in Shanghai for the rest of the year. The prospects for electric car makers are clearly darkening, and we look to alternatives such as hydrogen.
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Commented by Fabian Lorenz on December 27th, 2022 | 06:07 CET
Excitement at BASF, Nel ASA, Meta Materials: Shares for 2023
After a difficult 2022, investors are looking ahead to the coming year. In 2023, it will be important to pick the right stocks again because there will be winners - despite the war in Ukraine, high inflation and rising interest rates. At the same time, the price rockets of the old year are rarely also those of the new year. As is well known, BASF shares have struggled in 2022. If energy prices continue to ease, the high dividend yield, among other things, will entice investors. Also, there is news in the electromobility megamarket. There is no question that hydrogen offers huge opportunities worldwide. But companies like Nel and Plug Power must finally wake up faster and reduce losses. At Nel ASA, a sell recommendation weighed on the share price at the end of the year. Hot stock Meta Materials has already multiplied sales in the first 3 quarters of 2022, and the chances are good that the positive trend will continue in 2023. Then the Meta Materials share should also take off.
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Commented by Nico Popp on December 14th, 2022 | 11:58 CET
Hydrogen: Where things get tight, where opportunities lurk - NEL, First Hydrogen, Amazon
Hydrogen is picking up speed! In northern Germany, the first hydrogen trains recently went into regular service. At the same time, decision-makers from Spain, France and Portugal are working with the EU on a hydrogen pipeline from Barcelona to Marseille. From 2030, green hydrogen should also flow indirectly through this pipeline to Germany. We present companies that could benefit and are already setting the course for tomorrow.
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Commented by Fabian Lorenz on December 8th, 2022 | 09:09 CET
Shares: Buy FlatexDegiro now? Uniper gambles, Aspermont before multiplication and Nel ASA?
FlatexDegiro's revenue and profit warning has shocked shareholders. In just three trading days, it went down by about 40%. Is it now worthwhile to enter again? Analysts have a clear opinion. Can the Uniper share price halve? Analysts believe this is possible. In addition, the upcoming Extraordinary General Meeting promises to be exciting. In contrast, the media company and fintech Aspermont is doing well operationally. Therefore, analysts believe that a price multiplication is possible. The share prices of Nel and Plug Power are currently weak. Analysts are confident but currently surprisingly quiet.
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Commented by Stefan Feulner on December 5th, 2022 | 10:41 CET
Plug Power, dynaCERT, Nel ASA - The tension rises
Hydrogen is a central building block for the energy transition and is considered the key to the successful decarbonization of the economy and the transport sector. Despite policy support programs for hydrogen strategies worldwide and the positive outlook for the future, companies listed on the stock exchange are still stuck in the correction. The final breakthrough could still take decades. On the other hand, bridging technologies benefit from the protracted implementation and can be used immediately in a wide range of industries.
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Commented by Fabian Lorenz on December 1st, 2022 | 11:55 CET
Comeback stocks: Nel, Aurora Cannabis, Barrick Gold, Tocvan Ventures
Gold, cannabis and hydrogen could be among the top trends of the coming year - also on the stock market. Due to full order books, Nel could be poised for a comeback in 2023. At least sales are already secured until mid-2024. Now, all that is left is to cut the loss to reach analysts' price targets. Aurora Cannabis has largely completed its turnaround and is also hoping for legalization in Europe and the US. Driven by a strong gold price, mining stocks have already jumped. Now exploration companies should follow. Tocvan Ventures is one of them. And with the gold explorer, investors can look forward to a regular news flow in the coming year. Are the three candidates comeback stocks in 2023?
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Commented by André Will-Laudien on November 29th, 2022 | 11:10 CET
Hydrogen from Qatar: Nel, Plug Power, dynaCERT and ThyssenKrupp, winners in H2 fever!
"The accelerated expansion of hydrogen supply chains is central to the transition to sustainable energy." Economics Minister Habeck welcomed the planned cooperation between German companies and Emirati producers of hydrogen. For this purpose, there is a new research cooperation between the Fraunhofer Institute and the Ministry of Energy of the United Arab Emirates. Of particular interest to Germany is the production, storage and delivery of green hydrogen to the EU. Whether the FIFA World Cup will help to deepen industrial relations in this field is not certain. But what is important is that hydrogen technology is finally gaining momentum worldwide. We take a look at the protagonists in the round-up for important investments.
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