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Commented by Armin Schulz on March 20th, 2024 | 07:00 CET

RWE, Almonty Industries, Nel ASA - Emission-free energy as a booster for the portfolio?

  • Mining
  • Tungsten
  • renewableenergies
  • Hydrogen

The search for an emission-free energy future is one of the most urgent undertakings of our time. In the face of increasing climate challenges and the growing need to reduce global carbon emissions drastically, innovative energy solutions are becoming the focus of scientific and public attention. At the heart of this energy revolution lie three key technologies: Fusion reactors, renewables and hydrogen. These three fields of technology form the cornerstones of an emission-free energy future. They promise not only a sustainable energy supply but also the transformation of our energy systems towards greater efficiency, security and climate compatibility.

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Commented by Fabian Lorenz on March 6th, 2024 | 11:30 CET

Hydrogen news: Nel shares "Sell", Thyssenkrupp Nucera "Buy", and First Hydrogen convinces customers

  • Hydrogen
  • fuelcell
  • renewableenergies

Are Nel shares at risk of another price slide? The Norwegians failed to impress with their figures for the fourth quarter and the full year 2023. Incoming orders, in particular, are a cause for concern. Analysts see further downside potential for the share, but there are also optimists. In contrast, the hydrogen newcomer First Hydrogen, which specializes in commercial vehicles, is convincing. In the UK, there was no loss of range even during use in the cold season. Owners of Tesla, Volkswagen and the like can only dream of this. If concrete orders follow, the share should be able to take off. Analysts see potential for Thyssekrupp Nucera shares. The development in the first quarter was convincing. However, investors should also scrutinize the developments in the German hydrogen hopeful.

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Commented by André Will-Laudien on March 5th, 2024 | 08:40 CET

100% opportunities with Nel, Plug Power, Royal Helium - Hydrogen is turning now!

  • Helium
  • Hydrogen
  • greenhydrogen
  • renewableenergies

How will the energy transition in Europe really unfold? Hydrogen is a tricky matter. The raw material is considered an alternative building block for a green future and, according to experts, could become one of the most important energy sources in the coming decades. Nevertheless, there is a lack of green energy sources for its environmentally friendly production. Even under the best conditions, producing electricity from green hydrogen still costs around twice as much as from oil, coal or natural gas. Since 2022, consumers have had to cope with cost increases of over 50% in energy and are unlikely to be able to use hydrogen in a meaningful way. The necessary decisions for economic implementation, therefore, lie with politicians. H2 shares have lost around 85% in the last 24 months. In addition to a technical rebound in hydrogen, investors should also take a closer look at the technical gas helium.

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Commented by André Will-Laudien on February 29th, 2024 | 08:30 CET

Uranium with exploding demand! Kraken Energy ideally positioned, hydrogen with Nel ASA and Plug Power in rebound?

  • Mining
  • Uranium
  • Hydrogen
  • climatechange

Some politicians are feverishly dreaming of making energy generation climate-neutral! Those who take a closer look at the matter realize that the speed of adaptation to more sustainable electricity production must be supported by sizeable public investment budgets. In Germany and the EU, so-called eco-taxes are levied on private transport, which are used to finance alternative energy generation. That is the green theory, as expensive environmental projects should benefit the general public. Because the EU recently gave nuclear energy the "green light" in its taxonomy, this form of energy is now coming back into focus. The protagonists of this view are the nuclear power supporters France, Spain, Poland and the Czech Republic, with Germany notably staying out of this topic. Worldwide, over 50 reactors are expected to come online in the next few years, and what is needed for that is uranium. Which shares should be in focus now?

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Commented by André Will-Laudien on February 23rd, 2024 | 07:00 CET

Will GreenTech soon be back in vogue? Nel ASA, Klimat X, Nordex, and Plug Power are under analyst scrutiny!

  • Sustainability
  • GreenTech
  • renewableenergies
  • Hydrogen

Despite new record highs in global stock markets, the GreenTech sector has yet to show any gains. The hydrogen sector, in particular, which was hyped in 2020/21, has been struggling for the past three years. With share price losses of 70 to 90%, investors are hopeful that a bottom could be reached in the foreseeable future. We analyze whether this could already be the case and present an alternative in the form of Klimat X. Business is running smoothly here, and the CO2 savings are even certified.

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Commented by Fabian Lorenz on February 20th, 2024 | 08:00 CET

Sell Varta shares? Nel and Altech Advanced Materials with new opportunities

  • Technology
  • Batteries
  • renewableenergies

The bad news for Varta seems to be unending. First, a cyber attack paralyzed the Company. Now, analysts are lowering their thumbs and recommending selling the share. Estimates for the years 2024 and 2025 have been lowered. As a result, Altech Advanced is increasingly becoming the German battery hopeful. Even though Altech's share price has declined significantly in recent months, the Company is on track operationally. The current year will be exciting. Things also remain exciting for hydrogen shares. While Nel and Plug Power & Co. still need to prove the future viability of their business models, they are receiving billions in support.

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Commented by Fabian Lorenz on February 15th, 2024 | 07:15 CET

The Nel share is tumbling, Nordex is gaining momentum, and dynaCERT is building strength

  • Hydrogen
  • renewableenergies
  • Technology

Is there a 70% upside potential in the Nordex share? This is what analysts are suggesting based on the convincing preliminary figures. But is this development sustainable? Shareholders are hoping for convincing quarterly figures from Nel, even though no major orders have been reported for some time. The share is in a clear downward trend, and analysts have recently drastically reduced the price target for the hydrogen pure-play. While the shares of Nel, Plug Power & Co. are stumbling, dynaCERT is showing relative strength. In an industry environment that is anything but positive, the shares of the Canadian hydrogen company are forming a base.

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Commented by Armin Schulz on February 14th, 2024 | 07:30 CET

Nel ASA, Klimat X Developments, Nordex - Climate Neutral: The Business Booster

  • Sustainability
  • renewableenergies
  • Energy

In a world that is increasingly scrutinizing the ecological footprint of business ventures, companies that actively integrate measures to achieve climate neutrality into their business processes are increasingly coming into focus. Such proactive companies can gain a significant competitive advantage in the current environment. It is not only end consumers who are increasingly paying attention to the climate neutrality of companies but also the companies themselves. Being climate-neutral enhances the value of one's brand, providing an additional selling point, and green companies receive bonus points in financing discussions. We take a look at three companies that are trying to make the world a greener place.

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Commented by André Will-Laudien on February 13th, 2024 | 07:00 CET

Bear market in Hydrogen versus Bull market in Artificial Intelligence - Nel ASA, First Hydrogen, Nvidia and ARM Holdings

  • Hydrogen
  • AI
  • renewableenergies

The stock market is relentless at the moment. While Nvidia has gained almost 50% in just 5 weeks, the stock market darlings Nel ASA and Plug Power continue to lose value. Small recovery attempts have been consistently sold off recently. No stone is being left unturned in this segment, and investors are eagerly awaiting the upcoming 2023 annual figures. Is there hope, or should we continue to write off hydrogen? On the other hand, some companies are making significant progress with a different business model, setting new records. So what to do? A brief update for active investors.

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Commented by André Will-Laudien on January 30th, 2024 | 07:00 CET

Hydrogen Rally 3.0 - Is it starting now? Nel ASA and Plug Power with technical rebound opportunity, dynaCERT on the verge of certification

  • Hydrogen
  • greenhydrogen

Is there now a possibility of a technical rebound in the hydrogen sector? This is a legitimate question for keen observers, as popular hydrogen stocks have remained on the sidelines since the beginning of the year. However, there have been signs of a noticeable stabilization in the H2 standard stocks in recent days. The second-line stocks are also attractive, as the focus is on special applications that use hydrogen to optimize fossil combustion processes. Whether the sector as a whole will experience a wave of investment in 2024 nevertheless remains an exciting question. Where are the opportunities for investors?

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