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Commented by André Will-Laudien on June 11th, 2024 | 06:45 CEST

After the European elections: Is it all happening now? Nel ASA, Kraken Energy, Siemens Energy, ThyssenKrupp and Nucera in focus

  • Mining
  • Uranium
  • renewableenergies
  • Energy

Europe has voted, and the Green parties have suffered historic losses! Now, the energy debate is coming to the fore again. While Germany is focusing entirely on green energy in the future, other countries have long since turned the challenges of the time into action. Nuclear energy remains a "zero-zero solution", making France, the Czech Republic and Poland the biggest climate protection exporters in the EU. This is because many new state-of-the-art reactors are being built here. The electricity market is huge, as Germany alone will have to shut down its gas and coal-fired power plants over the next few years due to the CO2 reduction commitments from the Paris Agreement. This threatens to create a supply gap that can only be filled with alternative energies, nuclear power, or hydrogen. What should investors focus on now?

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Commented by Fabian Lorenz on June 5th, 2024 | 06:45 CEST

Share price rise! Nel ASA, Rheinmetall, Almonty Industries - Which momentum share is running out of steam?

  • Mining
  • Tungsten
  • Defense
  • renewableenergies
  • Energy

Will the Rheinmetall share end its consolidation and rise to a new all-time high? The chances are good. The armaments group is receiving one order after another - most recently from the German government and Lithuania. Analysts believe the share has around 30% potential. The Almonty Industries share has gained around 30% in recent months. The momentum for the tungsten producer is likely to continue. In China - the number one producer country - prices are rising to a 10-year high, and production is falling at the same time. This could hardly be a better time for Almonty to commission a new mine. The share price momentum at Nel ASA seems to be running out of steam. Or can the latest news provide support?

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Commented by André Will-Laudien on June 3rd, 2024 | 07:15 CEST

Armaments are becoming socially acceptable, and Hydrogen is finally turning! Rheinmetall, Hensoldt, dynaCERT, Nel ASA and Plug Power in focus!

  • Hydrogen
  • GreenTech
  • Defense
  • renewableenergies

Who would have thought armaments would become acceptable under a pacifist red-green government? Never before have the opportunities for German defense stocks been as great as they are now. This is because the significant increase in geopolitical conflicts has heightened the need for security in Central Europe. In addition, the EU wants to show its support for Ukraine against the aggressor Russia and is ordering substantial amounts of war materials. In contrast, hydrogen values have almost been forgotten in the last two years. But now, there could be a revival. We look at two sectors with different underlying conditions. Investors should sharpen their senses now!

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Commented by Fabian Lorenz on May 30th, 2024 | 07:30 CEST

Takeover fever? Nel, Super Micro Computer, Kraken Energy

  • Mining
  • Uranium
  • nuclear
  • renewableenergies
  • AI

In the slipstream of Nvidia, the Super Micro Computer share is heading back towards an all-time high. The temporary dip following the strong quarterly figures - which fell short of even higher expectations - has ended, and the share is targeting the USD 1,000 mark. Energy producers are increasingly under the spotlight as the AI boom is set to surge energy demand. The billion-dollar takeover of Atlantica Sustainable Infrastructure by the private equity company Energy Capital Partners is currently underway. It is evident that some of the energy demand will have to be met by nuclear energy, benefiting companies like Kraken Energy, which is developing new uranium deposits in the US. Additionally, takeover speculation has recently driven up Nel ASA's share price, but is the rally already over?

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Commented by Armin Schulz on May 29th, 2024 | 07:15 CEST

Super Micro Computer, Almonty Industries, Nel ASA - Which shares still have potential?

  • Mining
  • Tungsten
  • renewableenergies
  • AI
  • computing

In the dynamic world of the stock market, investors are always on the lookout for shares with significant growth potential. Companies that are active in forward-looking sectors, such as artificial intelligence and hydrogen technology, are particularly exciting at the moment. Additionally, resources like tungsten are seeing increased demand due to innovations. These sectors promise innovative breakthroughs and significant market opportunities that could further increase investment potential. Which stocks have the greatest potential in these areas? We have selected one company from each sector to analyze the promising opportunities in these exciting markets in more detail.

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Commented by André Will-Laudien on May 21st, 2024 | 07:30 CEST

Blackout ahead! Artificial intelligence becomes a power problem: Plug Power, Nel ASA and Carbon Done Right Developments

  • Sustainability
  • renewableenergies
  • AI
  • CarbonCredits

OpenAI has unveiled a new version of ChatGPT that communicates more humanely than any AI before it. Google is also rebuilding its search engine and will answer queries with AI-generated summaries in the future. According to experts, the boom in such tools could soon lead to network overload or even a blackout. This is because AI applications consume an enormous amount of power in data centers. The energy consumption of an AI-generated question differs from a normal search engine entry by up to a factor of 10. This puts the energy transition at risk, as full electrification will require more and more electricity for electric vehicles, heat pumps and electricity-based industrial solutions, which politicians want to come from renewable energy sources. However, the International Energy Agency predicts that the electricity demand will increase by 80 to 150% by 2050. The stock market evaluates energy companies according to their return potential without any ideological bias. Where are the opportunities for investors?

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Commented by André Will-Laudien on May 16th, 2024 | 07:00 CEST

Attention: Here we go! Hydrogen and uranium on the rise: Plug Power, Nel ASA, Kraken Energy and Siemens Energy in focus

  • Mining
  • Uranium
  • Hydrogen
  • renewableenergies
  • Energy

It has finally happened! After months of sell-offs in hydrogen shares, there was a sigh of relief across the sector the day before yesterday. The reason: industry leader Plug Power received a government guarantee of USD 1.66 billion as backing for the construction of six-megawatt sites nationwide to create an initial hydrogen infrastructure. The Department of Energy (DOE) is thus demonstrating that the US is serious about investing in alternative energies. The decision boosted the entire energy sector, with uranium also continuing its recent upward trend. Where do the opportunities lie for investors?

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Commented by Armin Schulz on May 14th, 2024 | 07:15 CEST

Nel ASA, dynaCERT, Plug Power - Growth in the hydrogen sector

  • Hydrogen
  • renewableenergies
  • fuelcell

The hydrogen market is currently experiencing an upswing, characterized by an increasing number of large orders and stronger demand for hydrogen technologies. One example of the momentum in this sector is the recent success of Canadian fuel cell manufacturer Ballard Power, which has received the largest order in its history from Polish bus manufacturer Solaris. This order, which includes the delivery of 1,000 fuel cell engines by 2027 to equip hydrogen buses, demonstrates the market's willingness to invest in sustainable and innovative mobility solutions. The German company Enapter increased its order intake in the first quarter by 730% compared to the previous year - reason enough to take a look at other hydrogen companies.

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Commented by Fabian Lorenz on May 9th, 2024 | 08:00 CEST

Stocks facing revaluation! Nel ASA, Bayer, Power Nickel with potential

  • Mining
  • Gold
  • Silver
  • Nickel
  • Pharma
  • renewableenergies

Relief for Bayer. In the US, the Company has won a victory in the dispute over compensation for illnesses caused by the chemical PCB. Is it groundbreaking and the start of a revaluation of the share? A revaluation already seems to be underway at Power Nickel. Following sensational drilling results, the share price soared. Surprisingly, gold, silver and copper were also found. Against this backdrop, the share appears to be favorably valued. Does this also apply to Nel? After all, the share price has risen by around 20% in just a few weeks. Is there new hope for the hydrogen pioneer? Or are today's figures from industry peer Plug Power threatening a new sell-off?

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Commented by Juliane Zielonka on May 3rd, 2024 | 07:00 CEST

Kraken Energy, Barrick, Nel ASA - High-yield investments with growth potential

  • Mining
  • Gold
  • Uranium
  • renewableenergies
  • Hydrogen
  • nuclear

The hunt for raw material resources has always been a race for the best possible energy supply. When sources are in one's own country or economically friendly neighboring countries, the risk of supply disruption is low. Nuclear energy is still one of the most efficient solutions. The US is a leader in the use of uranium. This benefits the Company Kraken Energy, which has dedicated itself entirely to the exploration of uranium deposits in North America. Due to the geopolitical conflicts, the price of gold has already risen by 14% in the last 6 months alone. Barrick has now published its quarterly results, and investors can rejoice. The Norwegian hydrogen company Nel ASA also has reason to celebrate. Here, too, a pact with its big brother is extremely promising...

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