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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

  • Nickel
  • Lithium
  • Electromobility

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

  • Hydrogen

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!

  • Hydrogen

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?

  • Hydrogen

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

  • Tungsten
  • Hydrogen

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?

  • Gold
  • Hydrogen

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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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?

  • Hydrogen

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

  • Hydrogen

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?

  • medtech
  • Technology
  • defense
  • Hydrogen

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

  • Hydrogen

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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