NEL ASA NK-_20
Commented by Stefan Feulner on April 28th, 2022 | 10:58 CEST
Plug Power, Altech Advanced Materials, Nel ASA - Ambitious valuations
There is everything to be said for the transformation from fossil fuels to renewable energy. Now that the Western world has broken away from the Russian aggressor, the expansion of "freedom energies" is to proceed even faster. Baerbock, Habeck and Co. have already announced the withdrawal from dependence on the Eastern European neighbor. It should now be exciting to see how implementation works in the near future. The listed companies in the respective sectors, such as fuel cells, hydrogen and photovoltaics, have already built up horrendous valuations despite a correction that has been ongoing for months. Thus, caution is advised for some shares against a further slide.
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Commented by Nico Popp on April 25th, 2022 | 11:51 CEST
Hydrogen becomes marketable: Plug Power, dynaCERT, NEL
The energy transition is a long-term project. There must be no prohibitions on thinking about it. Only about a year ago, representatives of the automotive industry rejected hydrogen. In the meantime, however, a lot has happened. The sanctions against Russia have made energy more expensive, and hydrogen is now increasingly seen as a substitute for gas. In addition, more and more hydrogen projects around logistics projects and trucks are picking up speed. Reason enough to take a close look at the industry.
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Commented by Carsten Mainitz on April 19th, 2022 | 14:06 CEST
Nel, dynaCERT, Daimler Truck - Climate Targets: Hydrogen is the key technology!
As early as the summer of 2020, the German government set an important point with the adoption of the "National Hydrogen Strategy", which has suddenly gained importance in view of the Ukraine war. Politicians and experts are convinced that hydrogen, as a versatile energy carrier, will play a key role in achieving the energy and climate targets. It is now essential that the defined, coherent, but often still too theoretical framework for action is quickly filled with life. With the right stocks, investors can benefit from these developments.
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Commented by Fabian Lorenz on April 15th, 2022 | 12:07 CEST
Exciting hydrogen forecast: Shares of Nel ASA, Plug Power and dynaCERT facing golden times?
For many, hydrogen is a key factor in successfully implementing the energy transition. Accordingly, the technology is being promoted strongly. Since the start of the Russian war of aggression in Ukraine, hydrogen has again gained importance, and experts are overflowing with growth forecasts. First, in mid-March, the investment bank Jefferies published a forecast according to which the demand for hydrogen electrolyzers could rise to more than 400 gigawatts by 2030. By then, however, only 79 gigawatts would be available. So the supply gap is enormous. To fill it, hydrogen specialists like dynaCERT, Nel ASA and Plug Power could be in for golden times. And it gets even better. A new study puts the Jefferies forecast in the shade.
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Commented by Fabian Lorenz on April 12th, 2022 | 20:28 CEST
Nel, Standard Lithium, Power Nickel: Shares for the electric boom
BYD and Tesla are celebrating new delivery records in 2022 - and the trend continues to rise. German automakers are also trying to keep pace with electromobility with new models. But success has long since ceased to depend solely on technology and brand; the supply of raw materials is increasingly becoming a critical factor. Lithium and nickel, in particular, are in short supply, and prices are going through the roof. The shares of Standard Lithium and Power Nickel, among others, are benefiting from this. While Standard Lithium has been able to win groups as partners, the spin-off of Power Nickel's gold activities is providing additional share price potential. Hydrogen also has great potential, regardless of whether it will play a role in cars in the future or not. With the latest cooperation with the energy supplier Iberdrola, Nel is taking a further step to secure a piece of the pie.
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Commented by Nico Popp on April 11th, 2022 | 18:58 CEST
New hydrogen fantasy: NEL, First Hydrogen, Amazon
Electromobility is on the rise. In terms of new registrations, Germany's share of pure electric cars was 6.7% last year. Rising fuel prices are likely to help accelerate growth even further. But hydrogen is not out of the race yet, either. Fuel cells, especially for larger vehicles, such as trucks or delivery vans, could be an alternative - fast refueling and independence from charging structures are arguments in their favor. We present three stocks that have hydrogen fantasy.
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Commented by Carsten Mainitz on April 6th, 2022 | 10:28 CEST
BASF, First Hydrogen, Nel - These developments are crucial!
A functioning energy supply influences the prosperity of society and our everyday lives. Security of supply and "affordable" energy prices currently present major challenges. Renewable energies are expected to provide most electricity and energy consumption within the next decades. Green hydrogen is also likely to play an important role. However, high oil and gas prices are placing an enormous burden on consumers and industry in the short term. Inflation continues to grow. How can investors position themselves?
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Commented by Fabian Lorenz on March 31st, 2022 | 12:31 CEST
Is the gas dispute escalating? What are Nel, RWE and First Hydrogen doing?
Germany is preparing for a possible gas shortage with an "early warning" phase. Yesterday, Economics Minister Robert Habeck activated the early warning phase of the so-called Gas Emergency Plan due to a possible deterioration in the supply situation and put together a crisis team. Habeck: "There are currently no supply bottlenecks. Nevertheless, we must increase preventative measures to be prepared in the event of an escalation by Russia." The background to this is Russia's announcement that it will only accept rubles for gas deliveries in the future. Once again, this highlights the urgent need for Germany to become independent of Russian gas supplies. Companies such as the utility RWE and the hydrogen specialists Nel and First Hydrogen are providing support on this path. The shares offer interesting opportunities.
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Commented by Fabian Lorenz on March 29th, 2022 | 10:20 CEST
Alarm bells ringing: Shares of Nel ASA, K+S and Almonty Industries take off
There is a mood of alarm in German politics and business these days. The reason - prices for critical raw materials are going through the roof, and the security of supply is in question. BMW, Daimler, and Volkswagen have to shut down plants due to a shortage of nickel. And the stress factor is also high in medium-sized companies. Take tungsten, for example. "The sources are drying up at the moment, which is causing problems in procurement," says Johannes Schmidt in an interview with the FAZ. He is chairman of the board of the medium-sized holding Company Indus and thus has an overview of the situation in various industries. Although China is the largest tungsten producer, German companies have often ordered from Russia. On the other hand, commodity companies such as Almonty Industries, K+S and Nel are profiting. Their shares are taking off.
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Commented by Fabian Lorenz on March 24th, 2022 | 10:58 CET
Nel and Bayer shares in demand - when will Barsele Minerals explode?
The stock and commodity markets remain volatile. Prices are driven by the war in Ukraine and the Corona pandemic. In recent days, commodities have been on the rise again. Brent oil is trading at around USD 120 per barrel, and gold is again setting its sights on the USD 2,000 mark. But even in this difficult-to-navigate environment, equities can make gains. Bayer shares, for example, have developed positively in recent weeks. And analysts see up to 50% upside potential for the DAX company. The invasion of Russia has also accelerated the move toward renewable energies. Hydrogen plays a central role in this. Nel has been able to profit from the fantasy in recent weeks and has now also announced a new order. Gold explorer Barsele Minerals has catch-up potential. According to a study, the share already had a lot of potential at a gold price of USD 1,350.
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