NEL ASA NK-_20
Commented by Stefan Feulner on April 27th, 2026 | 08:10 CEST
ITM Power, dynaCERT, Nel ASA – Maximum Rebound Potential
Following the massive slump of recent years, the hydrogen sector could be on the verge of a comeback. Two factors are now providing fresh momentum. First, the exploding energy demand from AI data centers; second, the growing tensions in the Middle East, which are tightening oil supplies and driving up prices. The pressure to become less dependent on fossil fuels is growing rapidly. Following the correction, low valuations now meet structurally rising demand. For investors, this creates a classic rebound scenario with significant potential.
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Commented by André Will-Laudien on April 27th, 2026 | 07:40 CEST
Rockets, Returns, Recycling: Investors Sense Geopolitical Tailwinds for Nel ASA, RE Royalties, and Tomra Systems
In an environment of political instability and growing uncertainty, one thing is clear: investments in sustainability are no longer merely an ESG issue, but a geopolitical and economic imperative. This is because dependence on fossil fuels is increasingly perceived as a strategic risk. Accordingly, pressure is mounting to prioritize alternative energy sources and sustainable infrastructure. This opens up a structural growth market for investors that extends far beyond short-term crisis responses. Companies across the value chain are in the spotlight, benefiting to varying degrees from this transformation. While RE Royalties, as a financier of sustainable projects, relies on stable cash flows from renewable energy plants, Tomra Systems addresses key resource issues of the future with recycling and circular economy solutions. Nel ASA, in turn, embodies the hope for a hydrogen economy, though it is still grappling with the typical challenges of a nascent industry. We do the math.
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Commented by Fabian Lorenz on April 24th, 2026 | 07:05 CEST
SHOCK AND OPPORTUNITY: Nel ASA, K+S, and Bayer Partner MustGrow - Which Stock Stands Out?
When will MustGrow Biologics finally break out? In reality, it may only be a matter of time. The Canadians replace conventional fertilizers with mustard-based solutions. In the United States, regulatory approvals have already been obtained. There alone, the revenue potential is estimated at USD 100 million. The company is currently valued at only around CAD 35 million. To unlock global potential, it has brought in partners including Bayer. As a result, the stock appears significantly undervalued. For K+S, valuation is becoming the issue. Despite surprisingly strong numbers, analysts see no further upside potential. Nel ASA has also released its results. However, the hydrogen specialist appears to have rather shocked its shareholders. The development is concerning, and the share price drop of over 10% may only be the beginning of further weakness.
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Commented by Mario Hose on April 22nd, 2026 | 07:10 CEST
Price Multipliers Possible? Speculative Plays Plug Power, Nel ASA, and Desert Gold in Focus
Investors are increasingly seeking stocks that not only promise stability but also offer real breakout opportunities or even the potential for significant gains. While the major hydrogen pioneers Plug Power and Nel ASA are finally trending upward again after a long dry spell, a gold player is also poised to surge. Desert Gold Ventures is currently providing data that could indicate massive undervaluation. As alternative energies return to the spotlight due to global crises and the gold price simultaneously tests old record highs, an explosive mix is emerging in portfolios containing these three stocks. In this report, we examine why these stocks have the potential to multiply in value in the foreseeable future.
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Commented by André Will-Laudien on April 15th, 2026 | 07:50 CEST
Oil shortages as a turning point for uranium and hydrogen with Siemens Energy, Standard Uranium, Plug Power, and Nel ASA
The start of the week was volatile. Oil prices are rising sharply again, up around 12%, increasing pressure on consumers and policymakers. Now the Black-Red coalition government has developed a 17-cent package set to be passed in the coming weeks. A temporary reduction in the eco-tax is intended to help. Geopolitical tensions continue to drive price volatility, even though underlying supply-demand fundamentals in oil and gas do not indicate a structural shortage. Prime Minister Söder is even calling for a resumption of gas exploration in Germany. Who would have thought? We, too, are looking at possible alternatives and taking a closer look at nuclear power and hydrogen. For investors, companies such as Siemens Energy, Standard Uranium, Plug Power, and Nel ASA are increasingly coming into focus, as they stand to benefit directly or indirectly from these structural energy shifts. We take a closer look at the underlying drivers.
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Commented by André Will-Laudien on April 2nd, 2026 | 09:50 CEST
Oil Price Shock as an Opportunity: 100% Potential with Nel ASA, A.H.T. Syngas, and Plug Power
Daily updates continue to emerge on efforts to rein in Iran. President Donald Trump claims to have already achieved all war objectives. Yet, the Iranians appear surprisingly self-confident for a nation portrayed as defeated, pushing back against the media narrative surrounding their willingness to negotiate. Meanwhile, the German government has introduced a new fuel pricing law. Since April 1, a package of measures aimed at curbing price increases has come into effect. In the future, price increases will only be permitted once per day at 12:00 noon, while price reductions remain possible at any time. The law was drafted based on common practice in Austria and is intended to provide greater transparency and stability. However, the initial effect was mixed: although the Brent spot price fell by 7% at midday and the euro weakened against the US dollar, fuel prices did not decline accordingly.
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Commented by Nico Popp on March 31st, 2026 | 07:05 CEST
Resilience in Logistics: Daimler Truck and Nel Explore a Hydrogen Future – dynaCERT Bridges the Gap
The logistics sector faces major challenges that highlight just how dependent it is on fossil fuels. An escalating conflict in the Middle East and the blockade of the Strait of Hormuz have shaken energy markets and led to rising prices for petroleum products and their derivatives. Particularly alarming is the price surge for diesel, the primary fuel for global heavy-duty transport. According to current market data, diesel prices on the London Stock Exchange have jumped by about 27 cents per liter since the end of February 2026. The economic consequences are enormous: simulations by the German Economic Institute show that a sustained oil price of USD 100 per barrel could result in real economic damage of about EUR 40 billion over two years. In this context, hydrogen is no longer seen merely as a tool for greater sustainability but as a prerequisite for resilience in energy matters. In this transformation process, the business models of Daimler Truck, Nel ASA, and dynaCERT complement one another. We analyze the solutions, which range from far-reaching visions for the future of mobility to immediate efficiency gains in heavy-duty engines.
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Commented by Mario Hose on March 30th, 2026 | 08:20 CEST
A Chance to Double Your Portfolio: Between Pressure and Potential—Nordex, Nel ASA, and the Hidden Gem, RE Royalties
The green energy market is currently a veritable battleground. On one side are the established major players, grappling with margins amid intense global competition. On the other side are innovative, smaller companies that are completely redefining the game. Many investors are therefore wondering whether they should bet on Nordex's proven wind power, for example, or whether Nel ASA's hydrogen dream is the right path to wealth. But perhaps the real opportunity lies somewhere else entirely, off the "beaten track." RE Royalties, for instance, is currently demonstrating impressively how a smart model can take the market by storm. While the big players are still trying to find their footing, this stock has quickly doubled in value over the past few weeks. We analyze why now may be the right time for a strategic decision. We take a deep dive into financials and the latest news from recent days. Read on to find out which stock(s) could truly drive your portfolio forward in the near future.
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Commented by Carsten Mainitz on March 27th, 2026 | 07:20 CET
Underrated – Are Hydrogen Stocks Poised to Take Off? Why dynaCERT, Nel, and Plug Power Are Worth a Look Right Now
First the hype, then the crash. Hydrogen stocks have been on a rollercoaster ride in recent years. In light of the current energy crisis and changing market conditions, shares in industry leaders are once again attracting growing interest from investors. Operationally, most companies are making progress. Activities in Europe are gradually developing through a matchmaking portal for hydrogen projects and subsidies. Forward-looking investment is the order of the day.
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Commented by Fabian Lorenz on March 20th, 2026 | 09:00 CET
Which stock to buy now? Evotec, Nel, and Lahontan Gold in focus
What is driving Nel's sudden rebound? Within just a few days, the former hydrogen hopeful has surged more than 20% in value, breaking out of its short-term downtrend. Yet analysts do not see a trend reversal. Instead, they point to a risk in the order backlog. In contrast, the gold explorer Lahontan Gold currently offers an interesting entry opportunity following a sharp correction. The company aims to expand the resource estimate of its flagship Nevada project beyond 2 million ounces. If successful, the stock could be materially undervalued. Evotec, on the other hand, continues to struggle with investor sentiment. Even a recent milestone payment failed to provide positive momentum, with the stock declining further yesterday.
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