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Commented by Fabian Lorenz on August 23rd, 2023 | 09:10 CEST

Disappointments and surprises: Nikola, Plug Power, First Hydrogen

  • Hydrogen
  • greenhydrogen
  • renewableenergies

Hydrogen and electromobility are megatrends. But not all shares from these sectors deliver what they promise. Nikola has recently disappointed. After the share price multiplied in June and July, it halved in August. And now Nikola has shocked shareholders again. Investors have also been unhappy with Plug Power in recent months. The hydrogen specialist just cannot get a handle on its margins. Is there hope for both again after the recent sell-offs? In contrast, First Hydrogen has surprised on the upside. A customer is enthusiastic about the test of the hydrogen fuel cell vehicle. Will a major order follow now, along with a rediscovery of the stock?

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Commented by Fabian Lorenz on August 17th, 2023 | 08:30 CEST

Plug Power, JinkoSolar, Altech Advanced Materials: Only one share is strong

  • Technology
  • renewableenergies
  • Energy

The stock market is currently on shaky ground. In such times, it is worth considering stocks that show relative strength. Which renewable energy company falls into this category? Hydrogen specialist Plug Power disappointed again with its latest quarterly figures. And now analysts are also losing patience. In contrast, JinkoSolar has increased its half-year profit by over 300%. However, the shares of the Chinese solar group are trading lower than they have in a long time. The shares of Altech Advanced Materials - also listed on XETRA since July - are among the German stock market stars of 2023 with a plus of 250%. But is there more in store? After all, the Company aims to revolutionize the battery market and even outshine the new Tesla battery.

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Commented by Nico Popp on August 16th, 2023 | 05:25 CEST

Hydrogen scams and hard facts: Nikola, Plug Power, First Hydrogen

  • Hydrogen
  • greenhydrogen
  • renewableenergies

The somewhat macabre story behind a dead cat bounce is quickly explained: When a stock rises rapidly after a long sell-off, investors from the bear camp often refer to it as a dead cat bounce. The underlying idea is the somewhat tongue-in-cheek saying that even a dead cat would bounce off the ground if dropped from a great height. The best example of such a dead cat bounce is currently shown by the share of the hydrogen specialist Nikola. While investors are discussing the Company from the US, a success story is emerging in the background around a second-tier company.

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Commented by Armin Schulz on August 15th, 2023 | 05:50 CEST

Commerzbank, Viva Gold, Plug Power - What is next for the markets?

  • Mining
  • Gold
  • Banking
  • Investments
  • Batteries

While the FED will probably take a break after its last interest rate hike to 5.5%, the ECB could be forced to turn the interest rate screw further, as inflation is only slowly declining. From May to June, the inflation rate in Germany climbed to 6.4%, only to fall back to 6.2% in July. The banking crisis seems to have been overcome after the turbulence between early February and mid-March. An end to the interest rate hike could have a positive effect on the gold price. Another catalyst is the meeting of the BRICS countries on August 22-24, which could decide on a new gold-backed currency. For growth companies, higher interest rates are poison as borrowed money is now much more expensive. We have selected one company from each segment.

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Commented by Stefan Feulner on August 14th, 2023 | 07:00 CEST

Plug Power, dynaCERT, Varta - Optimistic about the future

  • Hydrogen
  • GreenTech
  • greenhydrogen
  • renewableenergies

Amid global efforts to meet climate targets, renewable energy has established itself as the centerpiece of the energy transition. Since the beginning of the decade, listed companies in this sector have felt a tailwind fueled by billions in subsidies from policymakers. But the current horizon is cloudy. Unexpected delays and deep red figures dominate the scene. Nevertheless, drastically lower market valuations could open the door to potential long-term returns for investors.

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Commented by André Will-Laudien on August 9th, 2023 | 09:10 CEST

Clean energy clearly in buy mode! Plug Power, Siemens Energy, Regenx Tech, Nordex - Clean returns instead of summer blues!

  • recycling
  • rawmaterials
  • renewableenergies
  • Energy

The energy turnaround will be challenging, as is now well-known in Berlin. Those who wish to completely abandon fossil energy supply must make significant investments in the future. Alternative technologies for energy generation are already on the horizon, but the implementation up to the grid connection is complicated and requires resources. Unfortunately, the anticipated reduction in CO2 savings will only materialize after more than 15 years of operation, so the expected positive environmental scenario is also a long way off. It is also evident that high-quality and rare raw materials must be transferred to a circular economy, as their availability is limited. Where are the opportunities for investors in the long process of energy rebalancing?

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Commented by Stefan Feulner on August 7th, 2023 | 07:25 CEST

Breakthroughs in the hydrogen sector - Nikola, First Hydrogen, Plug Power

  • Hydrogen
  • greenhydrogen
  • renewableenergies
  • Electromobility

Just last week, the German cabinet approved the update of the National Hydrogen Strategy from 2020, which is now being further developed to meet the increased level of ambition in climate protection and the new challenges in the energy market. Hydrogen is seen as the missing piece of the energy transition puzzle, and not just for Germany. Considerable progress has been made in the development of vehicles powered by hydrogen and fuel cells. At the same time, many innovative companies from this sector appear promising in the long term after the correction.

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Commented by André Will-Laudien on August 3rd, 2023 | 16:00 CEST

Uranium soon to be sanctioned? GoviEx Uranium, Plug Power, Nel ASA, AMS Osram - Can hydrogen solve the energy issue?

  • Mining
  • Uranium
  • renewableenergies
  • Hydrogen
  • fuelcell

Somehow, energy policy has become very complicated. The EU sanctions coal, oil, gas and gold from Russia, but uranium remains untouched. Why? There is one who vehemently opposes this behind the scenes in Brussels: France! The German Minister of Economics, Robert Habeck, does not want to accept this. Of course, Germany no longer needs uranium for its decommissioned nuclear power plants, and the defense industry has its own sources of supply, which are not known to the public for security reasons. There is also the military coup in Niger, one of the world's major uranium-producing countries. What do investors have to pay attention to now?

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Commented by André Will-Laudien on July 31st, 2023 | 09:00 CEST

New hydrogen hype! More than 100% possible with Plug Power, dynaCERT, ThyssenKrupp Nucera and Nel ASA

  • Hydrogen
  • greenhydrogen
  • renewableenergies
  • Energy

While the use of wind and solar has long been established, this step is still to come for hydrogen. The EU's recent decision to produce around 20 million metric tons of the highly flammable fuel by the year 2030 is a major step forward. The aim is to replace natural gas supplies from Russia. This move is expected to help the new energy source establish itself more rapidly within the EU. Currently, 50 billion cubic meters of natural gas are used in Europe to produce so-called grey hydrogen. According to recent studies, a rapid switch to green hydrogen would make it possible to replace around 12% of gas consumption by 2030. Quite impressive! Which stocks will benefit from the approaching boom?

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Commented by Fabian Lorenz on July 27th, 2023 | 08:05 CEST

Plenty of upside potential: Plug Power, Standard Lithium, Defense Metals

  • Mining
  • RareEarths
  • Lithium
  • renewableenergies

After Nel ASA exceeded sales expectations in the second quarter, Goldman Sachs recommended the stock as a buy. The price target is NOK 20, offering almost 50% upside potential. Now Plug Power is also recommended as a buy, and analysts see a significantly higher price potential. Experts see nearly 200% price potential for Standard Lithium after the Company published convincing drilling results. Not yet on the screen of analysts is Defense Metals. But this could change soon. The Company is developing an exciting rare earths project in North America, and the preliminary economic valuation of over CAD 500 million gives the stock plenty of upside.

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