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Commented by André Will-Laudien on January 23rd, 2024 | 06:30 CET

Hydrogen sell-off: Invest now in high-tech blockbusters! Nel ASA, Defense Metals, AMD, Rheinmetall

  • Mining
  • Hydrogen
  • RareEarths
  • armaments

Two important trends are emerging after 3 trading weeks on the stock market in 2024. The hydrogen sector is experiencing the long-awaited sell-off, while AI-related high-tech stocks are making new highs every day. Last week, the NASDAQ 100 Index reached a new all-time high of 17,340 points. Stocks such as Microsoft, Nvidia, Supermicro and AMD are moving upward daily with massive turnover. As chips also require a lot of strategic metals, the rare earth region of Wicheeda in Canada has also attracted media attention. As a result, the explorer Defense Metals has seen a significant increase in stock market turnover. No surprise: industrialized countries are looking for safe countries of origin for indispensable metals. Where are the opportunities for investors?

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Commented by André Will-Laudien on January 19th, 2024 | 07:45 CET

Total sell-off in hydrogen! Nel ASA, Manuka Resources, Plug Power - Find the 300% pearl now

  • Mining
  • Gold
  • Silver
  • Vanadium
  • renewableenergies
  • Hydrogen

The topic of hydrogen has been put on the back burner for the time being. Although the COP28 conference in Dubai showed a broad consensus on reducing greenhouse gases and avoiding fossil fuels, the OPEC countries, in particular, insist on their traditional right to continue tapping into the abundant oil wells. The observers conclude that everything remains the same; each does what it does best. The transformative idea of saving the world is collectively present, but if it can be solved with nuclear energy, then nuclear reactors will be built. This also highlights how the green-dominated traffic light policy on environmental issues is perceived internationally: Teachings from Germany are only smiled at. The topic of hydrogen was politically launched in Europe and has been traded on the stock exchange as a "world energy savior" since 2019; now, investors are sitting on a 90% loss. Is there still hope?

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Commented by Armin Schulz on January 18th, 2024 | 08:15 CET

Nel ASA, Klimat X Developments, BYD - Green business: The Success Factor of Climate Neutrality

  • Sustainability
  • CarbonCredits
  • renewableenergies
  • Electromobility

In today's business world, climate neutrality is no longer just a catchphrase - it has become a crucial factor for long-term success and sustainability. More and more companies are recognizing that reducing their carbon footprint is both an ethical and economic necessity. But how does one achieve this coveted climate neutrality? Carbon credits are proving to be a key tool here. In addition, innovative technologies such as hydrogen energy and electromobility are increasingly becoming the focus of companies that view the transition to green energy as an essential building block for a sustainable corporate strategy. Today, we look at three companies that are working towards climate neutrality.

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Commented by Stefan Feulner on January 16th, 2024 | 07:00 CET

Nel Asa, Altech Advanced Materials, Nordex - Now the analysts speak

  • Technology
  • Innovations
  • renewableenergies

Here we go again; the eagerly awaited reporting season began last week. After the major banks initially published their figures, both positive and negative surprises are likely to dominate the markets until mid-February. Several analyst firms have already expressed their forecasts and adjusted their share price targets in advance. The performance of companies in the renewable energy sector is likely to be particularly exciting. High volatility is guaranteed here.

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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

  • Hydrogen
  • GreenTech
  • renewableenergies

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

  • Hydrogen
  • greenhydrogen

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

  • Batteries
  • renewableenergies
  • Biotechnology

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

  • Hydrogen
  • greenhydrogen
  • Electromobility
  • renewableenergies

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!

  • Sustainability
  • renewableenergies
  • chips

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

  • Mining
  • Vanadium
  • Gold
  • GreenTech
  • renewableenergies
  • Electromobility

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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