NEL ASA NK-_20
Commented by André Will-Laudien on March 22nd, 2022 | 10:08 CET
NEL, dynaCERT, Plug Power, Ballard Power - Oil & Gas infinitely expensive, where are the hydrogen stocks?
What a dramatic move for oil and gas! It was a movement with an announcement. Fossil fuels are being traded as if any sources were about to dry up. Due to the armed conflicts in Ukraine, analysts see the danger of a severe supply shortage of oil and gas if the Western countries impose an embargo on Russian oil and gas supplies. Europe, in particular, is likely to suffer because of its heavy dependence on the East. In order to secure the supply, one hopes for an OPEC production adjustment, which is probably not yet political consensus. For the past 3 weeks, concepts for alternative energy generation have again been in the spotlight. The acceleration of hydrogen technology remains a topic of desire for all politicians. What is the current status?
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Commented by Armin Schulz on March 18th, 2022 | 12:30 CET
Plug Power, dynaCERT, Nel ASA - Hydrogen market worth billions
The German government wants to become independent of Russian energy imports as soon as possible. One way to achieve this could be green hydrogen. Markus Söder recently called for more hydrogen pipelines to be built quickly. It is no wonder as it is a long way from wind farms in the north or ports in the Netherlands to Bavaria. Interest in hydrogen in Europe is high. The EU Commission wants to increase hydrogen production to 25 gigawatts by 2030. Already in February Goldman Sachs drew attention to the hydrogen topic. It considers hydrogen to be an important factor on the way to a zero-emission economy and expects the industry to grow strongly. The Ukraine crisis gives a corresponding tailwind.
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Commented by Fabian Lorenz on March 8th, 2022 | 12:07 CET
Nel, Hensoldt, Perimeter Medical: Hype share or sustainably attractive?
Since Russia's attack on Ukraine, the world has turned upside down. Also, the stock market. The volatility is extreme, as is the uncertainty of many investors. It is worth taking a look at companies in sectors with good long-term prospects. More than ever, these include renewable energies and, as of almost two weeks ago, "unfortunately" also the defense industry. Hydrogen is a key technology, and Nel ASA is a specialist in this field. However, insider sales are causing uncertainty. The same happened at Hensoldt after a major shareholder cashed in - but only for a short time. Medical technology is on the sidelines these days, although companies like Perimeter are working on life-saving technologies.
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Commented by Nico Popp on March 7th, 2022 | 11:54 CET
Linde, dynaCERT, NEL: Time for hydrogen technology
Gas is still flowing from Russia to the West. But the longer the war in Ukraine continues, the more likely it is that even more onerous sanctions will be imposed. In any case, it is clear that the long-term trend is away from Russian gas. Hydrogen suppliers have been profiting for days from the escalation of violence in Ukraine. Transitional technology could also be in demand to reduce fuel consumption and CO2 emissions in equal measure - after all, climate protection must not be neglected despite rising energy prices. We analyze three hydrogen stocks.
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Commented by André Will-Laudien on February 28th, 2022 | 11:10 CET
Russia crisis: Plug Power, Nel ASA, First Hydrogen - Which hydrogen stock to buy now?
Buy when the guns are thundering! This stock market wisdom has worked many times before. This time, the chances for a discussion in favor of "alternative energy sources" are excellent because the Russian crisis shows Europe's staggering dependence on fossil fuel energy supply. One of the main suppliers has historically been Russia, and there are virtually no alternatives, especially for the critical natural gas. To avoid getting into a supply bottleneck, the possibilities for extended EU sanctions against Putin are thus also limited. However, the traffic light coalition is unanimous: The development in the direction of hydrogen must get going now to finally get Europe's climate strategy and energy turnaround on track! Here is an overview of the best-positioned titles!
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Commented by Nico Popp on February 25th, 2022 | 10:15 CET
Varta, Almonty Industries, NEL: New battery metal and hydrogen hope
Hydrogen is dead; are batteries the future? Not at all! If you talk to industry representatives, it quickly becomes apparent that energy sources for mobility are undergoing rapid change. Batteries that were the ultimate yesterday may be hazardous waste tomorrow. The reason: new material mixtures make batteries in electric cars more durable and better. Investors who back the wrong horse are quickly left out in the cold. Current developments in hydrogen show that even the lamest horse has a chance in the long term. We take a closer look at three shares for you.
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Commented by Fabian Lorenz on February 22nd, 2022 | 12:01 CET
The boss sells at Nel ASA - Plug Power and dynaCERT with news
Growth stocks are having a hard time in the current stock market environment. The Ukraine crisis, rising interest rates and high inflation mean that investors prefer value stocks. Even the long-celebrated beneficiaries of the energy transition have taken a significant hit. However, the long-term positive outlook for the sector has not changed. Today we look at Nel ASA, Plug Power and dynaCERT. At dynaCERT, the correction has been going on for a year now, and management changes can provide new impetus. At Nel, the outgoing CEO is selling shares in a big way, causing renewed investor frustration. Plug Power, on the other hand, shows strength and expands into an exciting area through an acquisition and partnerships.
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Commented by Stefan Feulner on February 22nd, 2022 | 11:54 CET
Nel ASA, Saturn Oil + Gas, BP - Uncertainty drives prices up
The conflict between Ukraine and Russia with a possible war in Europe is unsettling the stock markets. After a friendly start to the week and a gain of around 100 points, the DAX took a beating. It is now trading well below the 15,000-point mark. By contrast, crude oil is trading at a premium in view of the threat of conflict. There is also positive news from oil producers, which should lead to further price increases.
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Commented by Armin Schulz on February 18th, 2022 | 09:42 CET
Nel ASA, First Hydrogen, Plug Power - Hydrogen facing new hype?
In January 2021, the sky was full of violins for the shareholders of hydrogen shares. But shortly after, disillusionment set in, and anyone who jumped on the bandwagon too late is still suffering massive price losses today if they didn't get out in time. Since the end of fossil fuels is a done deal, the industry and the transport sector need an alternative. The German government sees green hydrogen as an essential building block for the energy transition in the future. For this reason, the National Hydrogen Strategy was launched and endowed with EUR 9 billion. There is also support for companies in other countries. Today we look at three companies in the hydrogen sector.
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Commented by Stefan Feulner on February 17th, 2022 | 11:20 CET
Nel ASA, Power Nickel, Varta - Positioning for the price explosion
In the last two years of the pandemic, both private households and commercial enterprises felt the impact of blown supply chains, from chip shortages to lack of lumber, to packaging materials. Extreme consumption is also taking place due to the ambitious achievement of climate targets. Electromobility is gobbling up enormous resources of key raw materials such as copper, lithium and nickel. Due to the significantly increasing demand for batteries, the demand for nickel is expected to continue to rise strongly in the coming years.
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