NEL ASA NK-_20
Commented by André Will-Laudien on January 9th, 2024 | 06:45 CET
Despite farmers' strike - rally with hydrogen and GreenTech ahead in 2024! Nel ASA, First Hydrogen, Nordex and Siemens Energy
While the DAX and NASDAQ are soaring from high to high, some stocks are completely falling by the wayside. We are talking about countless GreenTech stocks that have missed the boat in terms of profitability. In the 2023 investment year, solar, wind and hydrogen companies suffered losses of between 50% and 80%. Investors responded to the lack of profits with a collective exodus and offset the share price gains of the last three years. The decisions taken at the World Climate Conference in Dubai could now be the starting signal for a medium-term rebound attempt. Those who analyze the situation closely may arrive at surprising insights.
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Commented by André Will-Laudien on December 29th, 2023 | 07:15 CET
The big turnaround 2024: Hydrogen with Nel, Plug Power, ThyssenKrupp Nucera and dynaCERT
While the DAX 40 and NASDAQ indices are climbing to new all-time highs, hydrogen stocks are sinking further and further into the ground. But there is hope! With the exception of the OPEC states, around 200 countries have spoken out in favor of phasing out fossil fuels at the COP28 Climate Conference in Dubai. This should give the signatory governments a good opportunity to restart their state subsidy programs in favour of alternative energies in the coming year. Now is the time to re-examine the battered sector. Nel ASA and Plug Power have recently reported declining order volumes, while dynaCERT and Nucera are performing well operationally. We are looking at a sector that has the potential to gain several hundred percent in 2024.
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Commented by Fabian Lorenz on December 27th, 2023 | 07:30 CET
Christmas Surprises: Nel, CureVac, SMA Solar, Altech Advanced Materials
Far from a peaceful Christmas season, these stocks had some exciting news just before Christmas Eve: While SMA Solar had to fend off a short attack, CureVac lost the first round in the patent dispute with BioNTech over the COVID-19 vaccine. CureVac claims a share of the billions in profits for itself. Will CureVac now walk away empty-handed? In contrast, Altech Advanced Materials can pop the corks before New Year's Eve. The Company has reached another milestone on the road to revolutionizing battery technology. The feasibility study promises millions in profits. Nel can look forward to special earnings as a fine is significantly lower than expected.
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Commented by Armin Schulz on December 21st, 2023 | 07:20 CET
Nel ASA, dynaCERT, BYD - Greener driving, the new era of transportation technology
Reducing emissions from driving is crucial in the fight against climate change and air pollution. Large diesel engines in trucks, buses and industrial applications contribute significantly to the emission of nitrogen oxides (NOx) and particulate matter. Hydrogen and electric drives are seen as promising solutions for a low-emission future, although each technology has specific advantages and disadvantages. A coexisting application of both systems could enable the optimal reduction of emissions. However, there is still a long way to go. It will take years to build up the necessary infrastructure. There are already technologies available to reduce emissions today. We look at one company from each sector.
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Commented by André Will-Laudien on December 20th, 2023 | 07:00 CET
COP28 a toothless tiger? Nel ASA, Klimat X, Nvidia, and Plug Power in the climate change check!
Another earth-shattering climate conference is behind us. The outcome was as sobering as it was predictable. Around 200 countries were able to agree on measures to reduce fossil fuels, but the Gulf states insisted on their right to continue the business model of oil and gas production that has been successful for decades. This makes it clear that the availability of fossil fuels will continue on a large scale because the BRICS states, such as Russia, China, India and Brazil, will continue to exploit their fossil resources unabated. Incidentally, international conflicts only work with fuels and not with battery-powered drives. So, if you consider the wars in Ukraine and the Middle East with their accompanying environmental destruction, there is no need to invent bans on European diesel vehicles. However, there are a few glimmers of hope for a greener future...
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Commented by André Will-Laudien on December 18th, 2023 | 07:15 CET
COP28 - Acting on climate change in 2024! Nel ASA, Manuka Resources, BYD and VW - more than 200% is possible
Despite all reservations, the science is unanimous! Failing to limit global warming will pose significant risks to humanity in the next two decades. At the end of the World Climate Conference in Dubai, the revised resolution text was adopted without objection by almost 200 countries. COP28 President Sultan Ahmed Al Jaber described the outcome as "historic" and a "foundation for transformative change". The agreement calls for a global transition away from fossil fuels. It is thus the first resolution of a UN climate conference that concerns the future of all energies - including oil, natural gas, and coal. Criticism and rejection came from the Gulf States, as they intend to continue their "Affordable Oil & Gas from the desert sand" business model. How do typical GreenTech shares react to the latest climate policy?
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Commented by Fabian Lorenz on December 14th, 2023 | 07:20 CET
Climate Conference and Nel disappoint. BASF and Saturn Oil + Gas shares recommended as Buy
The World Climate Conference has disappointed - at least for anyone who had hoped for a clear stance on the end of fossil fuels. Negotiations on the final declaration took place throughout the night in Dubai. The result is sobering. The farewell to fossil fuels is only vaguely described. It has become clear in recent weeks that fossil fuels are here to stay for the foreseeable future and that their lobby is strong. Instead of new impetus, shareholders of Nel ASA received further bad news. The hydrogen pioneer had to announce the cancellation of a major order. And that is not all. BASF, on the other hand, has a tailwind. The share has been upgraded from "Sell" to "Buy". Analysts see more than 200% upside potential for Saturn Oil & Gas. The high cash flow enables the oil producer to expand production and reduce debt.
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Commented by André Will-Laudien on December 12th, 2023 | 06:40 CET
Climate conference and Venice turns green! Oil remains in demand; goodbye hydrogen? Nel ASA, Prospera Energy and Plug Power in Focus
Too little, too slow, too half-hearted! Climate activists in Italy have drawn attention to themselves with a spectacular campaign. The "Extinction Rebellion" group members painted the famous Grand Canal in Venice fluorescent green. Some activists abseiled from the Rialto Bridge over the central canal of the northern Italian lagoon city on Saturday afternoon and poured dye into the water. Their action was intended to protest against the "ridiculous progress" made at the COP28 World Climate Conference in Dubai. "We are tired, we have had enough of being taken for fools by our governments and knowing that our future is in danger while politicians do nothing," they said in a statement to the press. How do we tackle the energy issues of the future? A look at selected energy stocks paints a clear picture.
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Commented by André Will-Laudien on December 7th, 2023 | 08:50 CET
Snow chaos and climate madness, who is playing in the Premier League of the energy transition? Nel ASA, Power Nickel and Plug Power under the microscope
Snow chaos and new record highs. While the DAX 40 demonstrates itself as the world's best blue-chip index, the German economy is currently navigating downward. It is not the earnings outlook that is presently driving share prices but the hope of lower interest rates. Meanwhile, the endless climate debates in Dubai continue. Among realists, however, there must be fears that the local oil lobby will not let a German know-it-all put a stop to the lavish margins with fossil fuels. There will, at least, be a friendly Arab nod to the 2050 climate goals and exclusive indulgence for the high-ranking German delegation. Whether this justifies federal expenditure of more than EUR 50 million is something we will leave uncommented. More important is a look at the top titles of the upcoming energy transition - where is the next 100 percenter lurking?
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Commented by André Will-Laudien on November 29th, 2023 | 09:50 CET
DAX on record course, hydrogen sell-off! Plug Power, First Hydrogen, Nel ASA and Daimler Truck on the test bench
The DAX is soaring because most investors expect interest rates to fall. Based on the assumption of slower growth, investors are again focusing on cyclically sensitive stocks at the turn of the year. According to the expectation curves for ECB and FED interest rates, the first downward adjustments are already expected in Q2. The key factors here are the slight fall in inflation and the central banks' desire to cushion the potential downturn. Despite all the euphoria, the desire to buy is currently bypassing the hydrogen sector. Representatives of the sector are the stock market losers of 2023. Is there still a possibility of a quick rebound in 2024? We do the math.
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