NEL ASA NK-_20
Commented by Armin Schulz on February 13th, 2023 | 20:04 CET
Nel ASA, dynaCERT, Plug Power - Hydrogen as the problem solver in the energy transition
Hydrogen is essential to the energy transition because it can solve many of today's problems. One of these problems is that wind and solar energy are difficult to plan. Since they produce irregularly, the surplus on sunny days or windy days must be stored. This is how green hydrogen is produced, which can solve the problem of fossil fuels in the field of mobility solutions. Current electric solutions are not yet convincing, especially for freight transport, but this is where most CO2 is produced. With hydrogen, vehicles have more range and, most importantly, shorter charging times. We look at three companies that have built their business using hydrogen.
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Commented by Fabian Lorenz on February 8th, 2023 | 11:42 CET
More than 100% possible: Analysts on Nel ASA, Saturn Oil + Gas and the Tesla chaser BYD
Hydrogen specialist Nel ASA is entering the new year with a tailwind. The Norwegian company's stock has already gained more than 20% this year. Operationally, the Company aims to make significant progress in 2023 after a challenging previous year. A new order was reported to match this. And then analysts are also raising the price target. Analysts see over 100% price potential in the oil producer Saturn Oil & Gas. The experts assess the recent acquisition of the Canadians as positive and see a significant undervaluation compared to the peer group. In addition, analysts at Commerzbank see a rising oil price. For e-cars, Tesla has triggered price reductions. BYD is also affected by this. Things are also likely to get more uncomfortable in the primary market of China in 2023. Nevertheless, BYD should continue to grow in the current year.
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Commented by Nico Popp on February 7th, 2023 | 16:16 CET
Are E-cars facing the end? Mercedes-Benz, dynaCERT, NEL
What constitutes mobility is changing. There are also many mobility terms. It is increasingly difficult for automakers to position themselves. Except for BMW, all major manufacturers are now focusing exclusively on battery-powered e-cars. The trend is even so intact for decision-makers at major corporate headquarters that type designations introduced for e-cars are facing extinction. But not all automakers are convinced that e-cars are the way to go.
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Commented by Armin Schulz on February 6th, 2023 | 07:46 CET
Nel ASA, Manuka Resources, TUI - Which stocks will take off in 2023?
Shares are a popular form of investment that can hold a lot of potential. Particularly interesting are stocks that are positioned before a turnaround. This means that the Company has had difficulties in the past but is now expected to see positive changes in its business potential. These stocks can bring large profits if successful, as they often trade at lower prices and have great upside potential. However, it is important to thoroughly analyze the Company's financials and business model before investing in such stocks. We take a look at three promising titles.
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Commented by Fabian Lorenz on January 19th, 2023 | 11:24 CET
Nel after the ITM Power shock: Better to bet on BioNTech and Alpina Holdings?
The year 2022 was not the year of growth stocks. Will this change in 2023? The positive start to the current year shows that the chances of this happening are quite good; however, not in the hydrogen sector. The renewed warning from ITM Power is weighing on the entire sector and stoking fears that Nel, Plug Power & Co. will not be able to work off their full order books in 2023 either. That is where a look at other sectors and stocks can pay off. Example: Alpina Holdings from Singapore. The Company is growing at double-digit rates, and its valuation is incredibly low. BioNTech wants to expand further. Goldman Sachs expects strong newsflow from the cancer pipeline in 2023.
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Commented by Stefan Feulner on January 19th, 2023 | 11:19 CET
Nel ASA, First Hydrogen, Landi Renzo, Plug Power - Hydrogen: The 2nd row is booming
For climate protection and a secure energy supply, the Western world must become independent of fossil fuels. Hydrogen plays a key role in climate change as a substitute for natural gas, oil, and coal. Despite programs worth billions of euros from politicians and excellent prospects for the future, the largest companies in the hydrogen and fuel sector, such as Nel ASA and Plug Power, are still undergoing a profound correction. In contrast, it is mainly second-tier companies attracting attention that could catch up soon based on their technology.
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Commented by Nico Popp on January 17th, 2023 | 16:30 CET
Blackout warning in the south - here's what's behind it: BASF, Manuka Resources, NEL
Last Sunday, operators of power grids in Baden-Württemberg advised people to refrain from unnecessary power consumption from 5 pm onwards because otherwise, energy would have to be imported from abroad. Plans around the mandatory installation of smart electricity meters had previously been made public. This shows that the energy transition is coming - whatever the cost. We look at three shares with a green future at exciting chart points.
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Commented by Fabian Lorenz on January 12th, 2023 | 14:20 CET
Shares ready for takeoff: Nel, Plug Power, BASF, Almonty Industries
The New Year rally is on! The Nel share has gained around 20% since New Year's Eve. There was a tailwind from Federal Minister of Economics Robert Habeck, including a major order from Germany. Analysts see further upside potential. This also applies to BASF. A US analyst sees an opportunity for a good 30% price gain for the chemical giant. BASF should benefit from the current sharp decline in gas prices. The agricultural boom is also playing into the DAX company's hands. Almonty Industries wants to benefit even more from the boom in electric mobility in the future. To this end, the Group intends to become one of the leading tungsten producers. The mega-mine in South Korea is scheduled to go into operation in the current year, 2023. Financing by the German KfW has been secured, and analysts see a share price potential of over 100%.
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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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