NEL ASA NK-_20
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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Commented by Fabian Lorenz on November 24th, 2023 | 13:00 CET
100% upside potential with hydrogen! Siemens Energy, thyssenkrupp and dynaCERT instead of Nel?
Is there about to be a changing of the guard in the hydrogen sector? There are significant doubts that the previous investor favorites, Nel and Plug Power, will get their losses under control. Who could be the new favorites? Siemens Energy and BASF are working on a production plant for CO2-free hydrogen. The partners are now receiving funding from the federal government and the state of Rhineland-Palatinate. dynaCERT is having its technology tested under the toughest conditions. The hydrogen and emissions reduction specialist is equipping a team for the Dakar Classic Rally. Could 2024 bring revenue growth? thyssenkrupp nucera shows that you can also earn money with hydrogen. Analysts see almost 100% share price potential.
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Commented by André Will-Laudien on November 23rd, 2023 | 07:30 CET
Getting in now? Hydrogen - The analysis: Nel and Plug Power sold off, rebound at dynaCERT!
It was like a crash. The hype sector hydrogen experienced one of the most significant sell-offs in recent stock market history with a complete reversal to the downside. Parallel to otherwise bullish markets, losses of 70 to 90% were not uncommon. The rationale behind this is understandable and frustrating at the same time: green-oriented governments around the world are trying to accelerate the climate transition but often have the wrong targets in mind due to their lack of expertise. Hydrogen is just a selectively applicable technology and not a solution for global energy supply. Studies show that only the complete, green production of H2 makes any economic sense. Investors have long since seen through the game, and politicians may have to fail before the necessary insight comes. Nevertheless, there are some opportunities for sensible hydrogen applications. We delve into the topic and put current models to the test.
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Commented by Fabian Lorenz on November 15th, 2023 | 06:55 CET
Insider alert at Nel ASA, Freyr Battery reassures shareholders, and Blackrock Silver doubles its resource
Interesting news from Nel. For the first time in many months, insider buying has been reported. Could this signal a turnaround? Following its quarterly figures and the news from industry peer Plug Power, the Nel share fell to a new multi-year low. Yesterday, it sent out a sign of life. Freyr Battery is also sending such a signal. The management of the battery hopeful from Norway addressed shareholders in a letter following alarming news and explained the situation. In contrast, Blackrock Silver is currently doing exceptionally well. The estimate for the gold and silver resources of the flagship project has more than doubled. Which share will achieve the turnaround?
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Commented by André Will-Laudien on November 8th, 2023 | 08:00 CET
Ukraine, Middle East, BRICS - Is climate policy over? Nel ASA, Klimat X, SFC Energy and Plug Power with 100% chances!
The turnaround was sudden and very sharp. A few days ago, the DAX, NASDAQ and hydrogen stocks were in free fall, but the tide turned at the beginning of November. The DAX 40 jumped 600 points because the central banks on both sides of the Atlantic finally ceased tightening, and the first interest rate cuts are now expected in 2024. The hydrogen protagonists suffered losses of up to 70% in just 6 months - but Nel & Co have already made up a third of those losses. What is next for Greentech stocks?
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Commented by Stefan Feulner on November 7th, 2023 | 06:50 CET
Cameco, GoviEx Uranium, Nel ASA - The coast is clear
According to political plans, Germany wants to become climate-neutral by 2045, while the US has set itself this target for the middle of the current century. These targets are to be achieved through the use of renewable energies, heat pumps, electromobility and electricity and hydrogen networks. Outside of Germany, nuclear power is still being maintained, without which the climate targets could not be achieved, according to experts. While the price of uranium has climbed to a new 13-year high in recent weeks, renewable energy companies have been stumbling from one annual low to the next. Now, a bottom seems to be forming, at least in the short term.
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