NEL ASA NK-_20
Commented by Fabian Lorenz on November 1st, 2024 | 07:00 CET
Takeover fever and buy recommendation! Evotec, Nel ASA, Barrick Gold, Desert Gold
A hot takeover candidate in the gold sector is Desert Gold. Gold production in West Africa is expected to start in 2025. It is quite possible that one of the major gold companies will make a move by then. After the disappointing quarterly figures from Barrick Gold and Newmont calls for takeovers are growing louder. Analysts see significant upside potential. In the biotech sector, Evotec is repeatedly being discussed as a takeover candidate. The core business is considered extremely attractive, and the new CEO is expected to eliminate all the legacy issues this year. Next week will be exciting! And then there is Nel. Operationally, things are not going well for the former hydrogen star. Can the collaboration with a potential buyer turn things around?
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Commented by André Will-Laudien on October 31st, 2024 | 07:15 CET
Uranium Energy Rally 3.0! Another 100% with acquisitions at Nel, F3 Uranium, Plug Power, JinkoSolar and ARI Motors
Energy policy has become quite complex. The EU sanctions fossil fuels and gold from Russia but leaves out uranium. Why? There is one nuclear energy fan that vehemently opposes it behind the scenes in Brussels: France! Other countries like Poland, the Czech Republic, and Finland have also emerged as followers. Sweden and Romania each have two additional reactors in the planning stage, which the authorities have already approved. So, it is a two-tier society within the EU, which leaves Economic Minister Robert Habeck looking particularly foolish, especially as he secured costly LNG gas from Qatar on a 10-year contract to shut down domestic reactors. More mismanagement is hardly possible. The fact remains: with the renewed demand for uranium, supply will likely struggle to keep up in the coming years. F3 Uranium holds extensive concessions in the largest uranium mining district in the world: the Athabasca Basin. The industry is preparing for the impending supply bottleneck with acquisitions and purchases. Investors have the potential to double their returns now!
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Commented by Armin Schulz on October 30th, 2024 | 07:15 CET
Nel ASA, Myriad Uranium, RWE – The world needs CO2-free energy
The global need for CO2-free energy is more urgent than ever to combat climate change. With its low greenhouse gas emissions and high efficiency, nuclear power offers a stable energy source despite existing safety concerns. Alongside nuclear power, renewable energies such as wind and solar energy are gaining importance as they provide unlimited and environmentally friendly alternatives. Green hydrogen, produced by renewable energy sources, promises to revolutionize industries as a clean fuel source. The combined use of these technologies is crucial to reduce fossil fuel dependency and create a sustainable energy future.
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Commented by Fabian Lorenz on October 24th, 2024 | 07:15 CEST
Buy recommendation for Nel ASA! Troubles at BYD! Globex Mining share has arrived in the gold rush!
The stock of Globex Mining has arrived in the gold and silver rush. Presented just four weeks ago as a candidate with catch-up potential, the stock of the mining incubator has since gained almost 30%. The chances of further price increases look promising. Meanwhile, the rush for hydrogen has largely dissipated. However, there is now a "Buy" recommendation for Nel ASA. Could the stock more than double? BYD, on its way to achieving a 5% market share in electric vehicles, is facing challenges! The Chinese, accustomed to success, are using this to step on the gas even more.
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Commented by André Will-Laudien on October 23rd, 2024 | 07:45 CEST
The next gold rush with silver! dynaCERT and JinkoSolar remain winners, caution with Nel and thyssenkrupp
If things continue this way, gold and silver are set to become the top performers of 2024. Excluding popular technology stocks like Nvidia, the Nasdaq 100 index is currently up 32% in Euro terms. Precious metals have recently outperformed this return. Gold prices have increased by almost 40%, while silver prices have risen by nearly 50%. Commodity experts attribute the new rally to the strong increase in money supply by central banks and the persistently high inflation. Silver is expected to see an even stronger appreciation, as the widely observed gold-silver ratio is at historically high levels of 80, whereas in regular times, it should be around 50. With a gold price of USD 3,000 in 2025, silver could theoretically advance to USD 60. LME physical silver inventories are at a 20-year low. In our peer group of stocks, there are clear candidates for a rapid doubling.
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Commented by André Will-Laudien on October 17th, 2024 | 08:15 CEST
The next 200% uranium rally – will there be takeovers soon? Myriad Uranium, Nel, Plug Power, SMCI and JinkoSolar
Somehow, international energy policy has become very complicated for investors. The EU's "Net Zero" plans cannot be achieved solely by expanding renewable energies. Countries with a less pronounced green ideology, like Germany, have rediscovered nuclear power, which was once banned. China, Russia and India even want to double their capacities. Germany's neighboring countries like France, Sweden, the Czech Republic, Poland and Great Britain intend to connect more than 50 new reactors to the grid over the next 10 years. All this suggests a lack of unity in Brussels and raises the question of how to manage the global energy supply for growing populations. For investors, the starting signal in uranium has long since been given. What should dynamic investors look out for now?
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Commented by Fabian Lorenz on October 17th, 2024 | 07:00 CEST
Big News for Nel, Evotec, and dynaCERT! Stock set for +100% or -20%?
Big news for Evotec. The analysts at Warburg see more than 100% upside potential. At the same time, however, they are warning of weak quarterly figures. Deutsche Bank even predicts a potential price drop. A long-awaited breakthrough came for dynaCERT. With VERRA's certification of HydraGEN products, trading in CO2 certificates is now possible, enabling new revenue opportunities for customers and dynaCERT. This could allow both dynaCERT and its stock to grow to a new level. At Nel, growth is slowing, and losses remain high. Is there any reason for hope?
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Commented by André Will-Laudien on October 14th, 2024 | 07:15 CEST
Hydrogen 3.0 is coming – Where to get on board now? Nel ASA, First Hydrogen, Plug Power, BYD, and BMW
Despite new highs in all major indices, hydrogen stocks are performing poorly. This is because preferences vary widely among countries in the global "net zero" discussion. Topics such as nuclear energy or even nuclear fusion are being discussed, while sales in the e-mobility sector are declining rather than increasing. Assuming that, at some point, the world will once again approach the issue of climate change with an open mind regarding technology, hydrogen technology has a clear place among the green alternative solutions. There is still a cost problem and a lack of courage to move forward faster. However, experienced stock market players know that after a 90% price loss, the sell-off will eventually end. The first signs are evident.
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Commented by Fabian Lorenz on October 10th, 2024 | 07:00 CEST
50% profit margin? JinkoSolar, Nel ASA, and Desert Gold shares
A 50% profit margin? This is the prospect held out by the CEO of Desert Gold Ventures. The gold explorer aims to start production as early as next year. Even if the price of gold were to fall significantly, Desert would still be profitable. Or is a takeover perhaps on the cards? Unfortunately, Nel can only dream of such profit margins. The hydrogen specialist failed to establish a profitable business model during the boom phase. Now, orders are also drying up, and analysts are reducing the share price targets. And what is JinkoSolar doing? The Chinese company seems to be emerging as a winner from the solar crisis. However, even the market leader is feeling the effects of falling prices. Nevertheless, the share price has risen. Where is it worth entering?
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Commented by André Will-Laudien on October 4th, 2024 | 07:00 CEST
Top stocks performance check: Plug Power, Nel ASA, Altech Advanced Materials, VW, and BYD
A fierce battle has broken out in the automotive market. Habeck is considering reinstating the 2023 environmental subsidies due to a sharp drop in electric vehicle sales, but important market shares have already been lost. In the area of energy transition, Germany is progressing slowly, while nuclear energy is experiencing a global renaissance. Fortunately, innovative concepts are repeatedly emerging from small and medium-sized companies that are helping advance Germany as a business location. While hydrogen continues to play a peripheral role, Altech Advanced Materials has now launched the first prototype of a sodium chloride solid-state battery. For dynamic investors, this presents an explosive environment with extraordinary return opportunities.
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