NEL ASA NK-_20
Commented by Fabian Lorenz on January 15th, 2025 | 07:00 CET
Horror for Nel share! Nordex and First Hydrogen impress!
Nel ASA is plunging - both operationally and in its stock performance. The hydrogen pioneer is shocking the capital market with massive job cuts and a production stop at its main plant. What are the reasons? Is there any improvement in sight? On the day of the Nel crash, First Hydrogen delivered a positive highlight. As a result, the share price even rose slightly. The technology company belongs to the new generation of hydrogen specialists. Its fuel cell commercial vehicles have passed the practical test, and the stock appears ready for a re-rating. Analysts believe that Nordex shares could make a comeback. The Company is considered one of the promising German midcaps. Operationally, things are going well, too, with a new major order from North America recently reported.
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Commented by André Will-Laudien on January 14th, 2025 | 08:00 CET
THE VOLATILITY TRAP: Sell-off in Bitcoin, gold on the rise! Desert Gold, MicroStrategy, Lufthansa, and Nel ASA
After a record year for equities in 2024, the new year is entering a challenging phase. Hopes of interest rate cuts look bleak, with inflation remaining too high. The mega rally in Bitcoin also needs to be deflated soon. This hits BTC collector MicroStrategy quite hard. Nel ASA, which had started the year on a hopeful note, now has to announce a production stoppage! Lufthansa, meanwhile, is working on acquiring the state-owned Italian airline ITA. Volatility is rising dangerously, signaling that a correction is due. These developments are positive for the safe haven of gold. The key now is consistent action!
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Commented by André Will-Laudien on January 13th, 2025 | 07:10 CET
Greentech stocks make a flying start in 2025 – Tax package on the way? Nel ASA, dynaCERT, Plug Power, and Nordex in focus
The stock market kicked off the year with significant volatility. However, while the DAX 40 index is setting new records daily, the NASDAQ is consolidating at a very high level. Some profit-taking is weighing on the recently favoured "Magnificent 7" stocks, while long-neglected stocks in the greentech sector are starting to make a comeback. Canadian hydrogen specialist dynaCERT has now cleared all regulatory hurdles and strengthened its emissions trading team with the appointment of a new board member. In Germany alone, the environmental certificate market represents an annual volume of EUR 18.5 billion. We analyze which greentech stocks are now in a position to unlock their potential.
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Commented by Fabian Lorenz on January 7th, 2025 | 06:50 CET
RESCUE for Lilium!? HYDROGEN WINNERS dynaCERT and thyssenkrupp nucera instead of Nel and Plug Power Share!
dynaCERT and thyssenkrupp nucera have emerged as new hydrogen favourites in the past year. dynaCERT's shares almost doubled in the second half of the year, and there is a good chance that a new multi-year high will be reached in 2025. The technology is convincing customers, and new major orders would justify a revaluation. thyssenkrupp nucera has already proven that it can operate profitably - a milestone that former favourites Nel and Plug Power have yet to achieve. Similarly, Lilium filed for insolvency just before Christmas, but now investors, including Frank Thelen, are expected to inject millions. Is this the rescue?
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Commented by Juliane Zielonka on January 2nd, 2025 | 07:00 CET
Saturn Oil + Gas, Nel ASA, RWE - How three energy giants are redefining the future of global energy supply
Only a few days remain until January 20, 2025. The day the new US president will be sworn in and can push ahead with another energy turnaround. In North America, energy companies like Saturn Oil & Gas are expanding, and their products are driving the economy. With its blueprint strategy, Saturn ensures continuous value creation and is investing around CAD 320 million in further oil drilling projects for 2025. The clear financial strategy also provides more flexibility for the coming year. In Europe, the shift toward renewable energies continues. Nel ASA boasts full order books thanks to demand from Asia, but analysts remain cautious given the lack of hydrogen supply infrastructure in Europe. However, the new EU supply chain law could reshape the market conditions in favour of Nel ASA, as initial threats from Qatar indicate. As a global player, RWE continues to do business where it is most lucrative. The Company has achieved a milestone in the US, and in Italy, RWE is bringing a fresh breeze to the energy sector. Where investors should act now.
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Commented by Armin Schulz on December 30th, 2024 | 07:10 CET
Myriad Uranium - Uranium prices are exploding! What is the outlook for Nel ASA and RWE?
Uranium is increasingly coming into focus. Recently, the largest uranium producers, Kazatomprom and Cameco, revised their production forecasts downward, and this at a time when the world needs more energy. Data centres for quantum computing, crypto mining, artificial intelligence, and electromobility are driving the world's hunger for electricity. At the same time, some large tech companies are researching modular nuclear reactors, which could further boost the demand for uranium. While the uranium sector is performing well, 2024 has been a tough year for hydrogen and renewable energies. We look at one company from each sector and examine the prospects for 2025.
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Commented by Fabian Lorenz on December 27th, 2024 | 07:40 CET
MicroStrategy buys Bitcoin! Nel ASA halved! F3 Uranium ultra-high grade!
The Bitcoin super-bull has struck again just before Christmas. MicroStrategy purchased an additional 5,262 Bitcoins, with an average price exceeding USD 100,000. However, the potential for a setback is increasing. The story is different for F3 Uranium, where new drilling results are described as "'ultra-high grade"'! This seems to prove analysts right. They see the fair value of the uranium explorer's shares as almost 200% higher than its current level. In contrast, experts have halved their price target for Nel ASA shares. For them, the former hydrogen high-flyer is no longer a buy, as the industry faces serious problems.
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Commented by Armin Schulz on December 23rd, 2024 | 08:15 CET
Nel ASA, dynaCERT, Super Micro Computer – Portfolio realignment: What should be in the portfolio?
At the end of the year, many investors critically review their portfolios in order to align them with the challenges and opportunities of the year ahead. This phase, often referred to as "window dressing" or year-end rally, offers investors the opportunity to review their investment strategies, take profits, offset losses in a targeted manner or tactically reweight positions. At the same time, the new year represents a fresh start, with a renewed focus on future developments, macroeconomic trends and long-term goals. We take a look at three interesting stocks and analyse the opportunities for the coming year.
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Commented by André Will-Laudien on December 16th, 2024 | 07:00 CET
Bull's eye in 2025: Nuclear energy and hydrogen! Watch out for Nel, Plug Power, First Hydrogen, Mercedes and BMW
The production of hydrogen using nuclear energy is seen as a promising way to create a flexible energy carrier in a climate-neutral manner. Especially in areas where renewable energy sources are insufficient or a continuous power supply is required, hydrogen demonstrates its strengths. The carbon footprint of hydrogen from nuclear energy is comparable to that of renewable sources such as wind and solar since nuclear power plants operate almost emission-free. Unlike wind or solar energy, nuclear power can generate electricity around the clock because it is not dependent on weather conditions. This helps to avoid so-called dark doldrums, such as the one recently experienced in Germany on Friday. In countries such as France and Japan, nuclear energy is already considered an option for hydrogen production to advance the decarbonisation of industries. Which stocks are coming to the fore as a result?
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Commented by Fabian Lorenz on December 11th, 2024 | 07:45 CET
New hydrogen hype in 2025? Nel ASA, thyssenkrupp nucera, Plug Power, and First Hydrogen
Is nuclear-based hydrogen fueling a comeback for the industry? The growing energy demand for AI and other technologies is straining electricity grids. Shares of First Hydrogen have surged 17% following its announcement to venture into small nuclear reactors for hydrogen production, yet the Company is still valued at less than CAD 20 million. Nel is to build a pilot plant in South Korea to produce hydrogen from surplus nuclear power. However, the valuation of the Norwegian company still seems too high. Plug Power shareholders might face turbulent times in the coming weeks as short-sellers position themselves. By contrast, thyssenkrupp nucera is recommended as a "Buy". Which hydrogen player will take off in 2025?
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