NEL ASA NK-_20
Commented by Fabian Lorenz on April 26th, 2023 | 08:55 CEST
Caution at Nel ASA and drumbeat at Volkswagen: Can Canadian North Resources profit?
Things are getting exciting for shareholders of Nel ASA. The hydrogen pioneer will publish its figures for the first quarter tomorrow. A current buy recommendation does not help the share price. At least the expectations for the figures are anything but high at the moment. Is there anything positive to report on the order book? Plug Power recently placed an order with a competitor. In the battery sector, Volkswagen has caused a sensation. The Wolfsburg-based company has announced its intention to build its largest battery factory to date in Canada. The Canadian government is subsidizing the project and expects thousands of new jobs at VW and its suppliers. The latter could include Canadian North Resources. The Company is currently developing a vast area and has already found copper, nickel, cobalt, platinum, and palladium there. Another drilling programme has just been launched. It is hoped that lithium will also be found.
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Commented by André Will-Laudien on April 25th, 2023 | 07:20 CEST
100 gigawatts by 2030 - Hydrogen to the rescue! What happens to Plug Power, dynaCERT, Nel ASA and ThyssenKrupp?
According to various surveys, the installed capacity for hydrogen is currently just 1.75 gigawatts. Nuclear power is history, but still, Germany wants to become climate neutral by 2045 at the latest. How is this to be achieved? The EU has set some guidelines and wants to install 100 gigawatts of green hydrogen by 2030. That would require more than 60 times as many electrolyzers as today for Ursula von der Leyen's plan to work. The cost of research, development and production, including infrastructure, is about EUR 2.5 trillion, which EU citizens are expected to pay for a lower-emission future. What should investors pay particular attention to on the stock market now?
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Commented by Armin Schulz on April 19th, 2023 | 08:20 CEST
Nel ASA, First Hydrogen, Volkswagen - Funding paves the way for green hydrogen
After the USD 750 billion US climate package, the European Union followed suit with the Green Deal Industrial Plan to remain competitive. At the end of March, the "EU Renewable Energy Directive" was rewritten with the goal of sourcing 45% of total power from renewables by 2030. This will add more speed to the expansion of renewable energies, which will ultimately also help hydrogen technology. The more green electricity is available, the cheaper green hydrogen becomes. At least EUR 100 billion are to be made available as subsidies by 2030. Today we look at 3 companies that could benefit from the subsidies.
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Commented by André Will-Laudien on April 11th, 2023 | 09:41 CEST
DAX in the Easter rally! Plug Power, First Hydrogen, Nel, Thyssenkrupp - Buy hydrogen selectively
The 3 Cs are currently doing the rounds: conflict, crisis and climate change. We cannot influence the war, but there seem to be many vested interests that can exploit the geopolitical uncertainty for their own benefit. With Credit Suisse, the potential crisis took shape again for the first time since 2008, but it has been averted for the time being. Then there is climate change, which we do feel from time to time. It is not only through the actions of the Last Generation that many measures have been taken, and more are being taken every day. In the discussion on sustainable energy production, there is a lot of confidence in hydrogen that the industrial breakthrough is imminent. What values should investors keep their eyes on?
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Commented by Nico Popp on April 3rd, 2023 | 15:59 CEST
Range of up to 2,000 km - Hydrogen comeback? Volkswagen, dynaCERT, NEL
Car manufacturers like Volkswagen apply for a whole series of patents every year. Many of them never become relevant. A few months ago, however, Volkswagen and a partner company filed a hydrogen patent that is quite something. There is talk of a fuel cell that, thanks to a ceramic membrane, is more efficient and enables ranges of up to 2,000 km for one tankful. Will the patent bring about the hydrogen revolution in private transport? We analyse the situation and look at three listed companies.
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Commented by Fabian Lorenz on March 29th, 2023 | 07:50 CEST
Nel ASA and Varta continue to decline: dynaCERT convinces analysts during an on-site visit
Being active in a market of the future is no guarantee for success. Shareholders of Varta had to painfully realize this in recent months. The German battery group has indeed reached an agreement with banks on restructuring. However, there can be no talk of a liberating blow. According to analysts, the share could continue to slide. Experts are also somewhat cautious about Nel ASA. The hydrogen specialist's chart does not look rosy either. In contrast, dynaCERT could be due for a revaluation in the current year. Experts believe the Greentech company has set the course for a commercial breakthrough in 2023.
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Commented by Nico Popp on March 22nd, 2023 | 10:42 CET
Subsidies beckon, shareholders profit: Volkswagen, NEL, First Hydrogen
Money from the state comes in handy for many companies. This is especially true when the challenges are great, and the capital requirements are immense. For large industrial companies, subsidies have always been part of the package. Just recently, Volkswagen, for example, picked up money in South Carolina. We explain in which industries there is also something "to be had" for shareholders.
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Commented by Stefan Feulner on March 13th, 2023 | 13:04 CET
Nel ASA, dynaCERT, Enapter - Future green hydrogen
With the announcement of the Inflation Reduction Act and the Green Deal Industrial plan of the European Union, politicians worldwide are pumping money into the development of green energies. As a flexible and easily transportable energy carrier, green hydrogen is seen as a key element to transform industry and transport. Of course, the road to final implementation still has a number of hurdles to overcome. However, favourites are already emerging that have long-term multiplication potential.
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Commented by Fabian Lorenz on March 8th, 2023 | 16:22 CET
Nel share slumps, a 60% chance with Bayer, Almonty Industries and BASF
The Nel share was one of the big daily losers yesterday. As a result, the upward trend has finally been broken, and analysts' opinions differ widely. Berenberg sees the BASF share as a hold after the publication of the quarterly figures. The price target is EUR 55. The figures are in line with expectations. However, the end of share buybacks and concerns about future competitiveness weigh on the stock. By contrast, analysts see up to 60% upside potential for Bayer. Almonty Industries is benefiting from the boom in electromobility and also defense spending. As the leading tungsten producer outside China, analysts suspect it could soon come to a bidding war.
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Commented by André Will-Laudien on March 7th, 2023 | 15:09 CET
Is e-mobility a done deal? Watch out for these hydrogen stocks: Plug Power, dynaCERT, Nel ASA and ThyssenKrupp
High prices, falling subsidies and a still inadequate charging network - Germans are losing their appetite for e-cars again. Sales since the beginning of the year have fallen short of expectations. In Berlin, the first liberal resistance to the EU's intentions to remove the internal combustion car from the roads is becoming apparent. For the final vote in the EU parliament, the FDP calls for the approval of synthetic fuels, which are produced under strict CO2 neutrality. Worldwide, the EU seems to be alone with its ban on internal combustion engines. Only California is planning similar legislation. What about the green alternative, hydrogen?
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