Close menu




PLUG POWER INC. DL-_01

Photo credits: pixabay.com

Commented by André Will-Laudien on April 8th, 2024 | 07:00 CEST

Sell AI now and buy turnaround stocks: Nel ASA, Royal Helium, Linde and Plug Power

  • Helium
  • AI
  • renewableenergies
  • chemicals

The stock market gives and takes away. When it comes to artificial intelligence and high-tech, investors have been able to make gains of up to 600% in recent months. Stocks such as Nvidia and Super Micro Computer are on the hit list of all fund managers worldwide. However, the first quarter is over, and there is no immediate reason to continue buying overpriced AI stocks. Last Thursday saw the first shot across the bow, with the NASDAQ 100 index plummeting by over 2% within three hours. Technically, the upward momentum is already waning, leading to increased profit-taking. If many investors do it simultaneously, it will result in a hefty correction. Do not wait too long; we present some interesting reallocation ideas.

Read

Commented by André Will-Laudien on April 4th, 2024 | 07:30 CEST

React now: Reap armaments soon and reinforce hydrogen! Rheinmetall and Hensoldt versus Plug Power and dynaCERT

  • Hydrogen
  • Defense
  • armaments
  • renewableenergies

The stock market is currently very selective. Artificial intelligence and armaments will continue to be favored, while hydrogen and lithium stocks remain unpopular even after Easter. That is just the way it goes; the market gives and takes. All sectors under consideration have already generated several hundred percent returns over the past two years, but timing has always been crucial. We analyze the current situation based on trends and indicators. The time for a tactical reallocation seems imminent.

Read

Commented by André Will-Laudien on March 28th, 2024 | 09:00 CET

Attention: Uranium despite the energy transition! Does this fit together? Plug Power, Nel ASA, Kraken Energy and Renk Group in focus

  • Mining
  • Uranium
  • Energy
  • renewableenergies
  • nuclear

It feels like a paradox. The EU aims to be largely climate-neutral by 2050. The main focus is on mobility, heat and energy generation. As a core country of the EU, Germany is taking the political lead in the necessary measures. While France, Poland, Finland and the Czech Republic are actively expanding nuclear energy, this form of energy is virtually taboo in many other countries. Germany has been able to increase its renewable energy sources to over 50% with billions in subsidies at the expense of the taxpayer and the price of energy. Yet, Berlin still has to buy cheap electricity from abroad and also use coal and gas to stabilize the grid. It all sounds kind of crazy, but it gets really interesting when the wind isn't blowing and the sun is only to be found behind the clouds. Which shares should be considered in this mixed situation?

Read

Commented by Juliane Zielonka on March 21st, 2024 | 06:45 CET

Energy in transition: RWE, Kraken Energy, and Plug Power in focus

  • renewableenergies
  • fossilfuels
  • Hydrogen

The energy sector remains in flux. RWE was able to double its adjusted EBITDA. CEO Markus Krebber, who has been in office since 2021, is doing everything he can to make the energy giant fit for renewable energies. Under the term "Phaseout Technologies," he aims to bid farewell to nuclear energy and fossil fuels. However, nuclear energy is a low-carbon and adequate supply for many industrialized nations. There are 93 reactors in the USA alone, which account for 20% of the national energy supply. This is reason enough for Kraken Energy to explore uranium deposits in the US in order to establish the shortest possible supply chains. The US is also a pioneer in hydrogen technologies. Plug Power can, therefore, look forward to a considerable amount of government funding and is becoming a job engine...

Read

Commented by Fabian Lorenz on March 20th, 2024 | 07:45 CET

Buying opportunity for HelloFresh and Plug Power? When will the dynaCERT share breakthrough happen?

  • Hydrogen
  • renewableenergies
  • Electromobility
  • Food

HelloFresh shares have already lost over 50% of their value in 2024. It should be time for a countermovement, but there is currently no sign of it. One analyst believes the share price could rise by almost 100%. However, he is pretty much alone in this prediction. There are also few optimists at Plug Power at the moment. And from tomorrow, the path to profitability will be a little further away for the hydrogen specialist. In contrast, dynaCERT has been showing relative strength for months. The order intake is decent, and an event should trigger the breakthrough for the share.

Read

Commented by Armin Schulz on March 12th, 2024 | 07:00 CET

BYD, Carbon Done Right Developments, Plug Power - Ecological responsibility becomes a success factor

  • Sustainability
  • Electromobility
  • renewableenergies

Companies are faced with the urgent task of improving their carbon footprint and paving the way to climate neutrality. In an age in which environmental protection and sustainability are increasingly coming into focus, companies are called upon to act proactively and make their contribution to climate protection. Effective strategies to achieve this goal include a range of measures, from increasing energy efficiency and switching to renewable energy to optimizing transport routes and promoting a circular economy. If these steps are insufficient because the Company is too energy-hungry, the unavoidable emissions must be offset by investing in climate protection projects. Every climate-neutral company has a competitive advantage, making the achievement of this goal quite lucrative.

Read

Commented by Juliane Zielonka on March 7th, 2024 | 06:30 CET

Sustainable investments in focus: Occidental Petroleum, Carbon Done Right, Plug Power - Which stock offers the greatest advantage for a net zero economy?

  • Sustainability
  • Technology
  • AI
  • Oil
  • greenhydrogen

True sustainability is a delicate balancing act for investors seeking high returns. Companies worldwide still need fossil fuels to keep their businesses running and growing. The US oil and gas producer Occidental Petroleum is no exception. The Company, in which Warren Buffett also invests, is doing a lot to reduce its carbon footprint. On the other hand, Carbon Done Right is sustainable through and through. Its business model involves the reforestation and greening of forests and rainforests to trade real CO2 certificates for companies such as Amazon and Microsoft. Thanks to innovative AI, Carbon Done Right is finally bringing the desired transparency to the carbon market by monitoring tree growth via satellite. Meanwhile, Plug Power relies on in-house hardware and expects a restructuring of tech companies to favour its CO2-friendly solutions. Who truly has the edge when it comes to sustainable measures and returns?

Read

Commented by André Will-Laudien on March 5th, 2024 | 08:40 CET

100% opportunities with Nel, Plug Power, Royal Helium - Hydrogen is turning now!

  • Helium
  • Hydrogen
  • greenhydrogen
  • renewableenergies

How will the energy transition in Europe really unfold? Hydrogen is a tricky matter. The raw material is considered an alternative building block for a green future and, according to experts, could become one of the most important energy sources in the coming decades. Nevertheless, there is a lack of green energy sources for its environmentally friendly production. Even under the best conditions, producing electricity from green hydrogen still costs around twice as much as from oil, coal or natural gas. Since 2022, consumers have had to cope with cost increases of over 50% in energy and are unlikely to be able to use hydrogen in a meaningful way. The necessary decisions for economic implementation, therefore, lie with politicians. H2 shares have lost around 85% in the last 24 months. In addition to a technical rebound in hydrogen, investors should also take a closer look at the technical gas helium.

Read

Commented by Armin Schulz on March 4th, 2024 | 07:15 CET

Kraken Energy, RWE, Plug Power - Is Germany reconsidering its nuclear phase-out?

  • Mining
  • Energy
  • renewableenergies
  • nuclear
  • Uranium

Calls for a U-turn on the nuclear energy issue are getting louder in Germany. Above all, the AfD, the CDU/CSU, and the FDP, as members of the traffic light government, are calling for a resumption of nuclear power generation. In Europe, Germany's energy policy has already caused considerable head-shaking. Nuclear power can shoulder the base load, does not produce CO2 emissions and is cheaper and less volatile than renewable energies. Many countries agree on one thing: we need to move away from fossil fuels. In the Czech Republic, plans are underway to build 4 new nuclear power plants, and in Poland, the Netherlands and Sweden, there is no longer interest in phasing out nuclear power. It will be interesting to see how Germany's struggle for energy develops.

Read

Commented by André Will-Laudien on February 29th, 2024 | 08:30 CET

Uranium with exploding demand! Kraken Energy ideally positioned, hydrogen with Nel ASA and Plug Power in rebound?

  • Mining
  • Uranium
  • Hydrogen
  • climatechange

Some politicians are feverishly dreaming of making energy generation climate-neutral! Those who take a closer look at the matter realize that the speed of adaptation to more sustainable electricity production must be supported by sizeable public investment budgets. In Germany and the EU, so-called eco-taxes are levied on private transport, which are used to finance alternative energy generation. That is the green theory, as expensive environmental projects should benefit the general public. Because the EU recently gave nuclear energy the "green light" in its taxonomy, this form of energy is now coming back into focus. The protagonists of this view are the nuclear power supporters France, Spain, Poland and the Czech Republic, with Germany notably staying out of this topic. Worldwide, over 50 reactors are expected to come online in the next few years, and what is needed for that is uranium. Which shares should be in focus now?

Read