Close menu

August 3rd, 2021 | 13:41 CEST

Nordex, Silver Viper, Siemens Energy - Watch out for storm warnings!

  • Silver
Photo credits:

Since the last flood disaster in Germany, the political pressure for more climate protection has been palpable. The final realization comes late, and at the same time, it is a bit sad what has to happen before lip service turns into new laws. But the pace is now clear: decarbonization and new climate targets will determine global economic activity, and those who pollute the atmosphere will have to accept high payments in the future. In other words, sustainable business is all the more worthwhile because the "cleaners" will be credited for what others pay more. In this way, incentives are created for sustainable business models. We take a closer look.

time to read: 4 minutes | Author: André Will-Laudien

Table of contents:

    Nordex - Green power with worry lines

    The sell-off in the GreenTech sector continued in July. Whereas hopes had emerged in the meantime that Nordex shares would be able to swing back upwards after the successful capital increase, these were abruptly disappointed. With a significant drop of around 18% since the end of June, the turbine manufacturer has now reached a new low for the year.

    Several factors are currently putting Nordex shares under pressure. On the one hand, the profit warning issued by competitor Siemens Gamesa and the associated profitability concerns are still having an impact. On the other hand, the fear of rising inflation and higher interest rates traditionally weighs more heavily on the promising green tech stocks, as the necessary major investments cost more money. Added to this is the recent capital increase, which mainly helped the major shareholder - even today, investors are still struggling with this decision.

    The chart picture has also clouded over considerably. As a result of the sell-off, the share is now trading at the level of November 2020. The price gains from the beginning of the year have now been more than eroded; euphoric investors and buyers of the January movement are already down 40%. It will now be exciting with the quarterly figures on 12.08.2021. According to estimates, sales could increase by double digits, but only a barely positive result is said to have been achieved. Investors have already had to deal with some disappointments, so Nordex SE can only be advised to come up with a positive surprise. We would only take hold if these hopes come true.

    Silver Viper - Silver can shine with many properties

    Silver is also an essential metal for green technologies. It has excellent conductive properties and has a disinfecting effect. In an inflationary environment, silver usually benefits from the good performance of its big brother gold. With the last publication of the consumer price index in the USA with plus 5.4% in June, the statisticians opened Pandora's box. The US Federal Reserve is now coming under increasing pressure to tighten its lax monetary policy again to get the price spiral under control. As expected, gold jumped again well above USD 1800, silver followed in giant steps up to USD 26. There could still be some upside here if investors are looking for suitable inflation protection.

    Silver Viper (VIPR) is a Canadian explorer searching for silver with its main property, "La Virginia," near Hermosillo, Mexico. Here, they operate an extensive exploration area covering 6,880 hectares known primarily for epithermal precious metal mineralization with low-sulphidation. Indicated and inferred resources suggest close to 20 million ounces of silver and approximately 400,000 ounces of gold.

    Following a successful CAD 6 million private placement, further resource development plans are secured for now. The VIPR price recently approached the exercise limit of CAD 0.65 of outstanding warrants so that in the positive case of exercise, a further CAD 8.3 million could flow into the coffers. For the reasons outlined above, the stock should be shortlisted.

    Siemens Energy - This profit warning feels strange

    The wind energy sector is sending very indifferent signals. Industry giant Siemens Energy and its Spanish subsidiary Siemens Gamesa continue to provide warnings at the moment, but simply no actionable data. A EUR 600 to 700 million loss for Gamesa has been hinted at but not specified. The loss results from legacy costs from two larger incorrectly calculated orders in the past. In fact, this need for write-downs had been known for a long time.

    As a result, the Siemens Gamesa subsidiary has now had to set aside provisions for said projects due to rising raw material prices and start-up costs and, according to the 2020/21 forecast, will achieve an operating return of just -1 to 0% instead of the planned 3 to 5%. That means that the first net profit will probably not be achievable until 2022/23. How high it will be is pure speculation from today's perspective.

    Siemens Energy went public last year with high hopes. However, new problems are emerging - in the future business with wind power, of all things. The shares of the former Siemens Energy Division, which employs around 90,000 people and has sales of EUR 29 billion, are now listed on the DAX; at the time of the spin-off, the stock was trading at EUR 22. Now, a good ten months later, the share is almost there again after a brief flight of fancy - at a good EUR 23. A disappointing development, in our opinion. Basically, for a long time, there has also been no precise statement about how much margin potential still exists with wind energy following changes to many European feed-in laws.

    Given the great uncertainties, we currently recommend staying on the sidelines. Should the price fall below EUR 22.50, the old lows from 2020 could be on the agenda again.

    The stocks shown above operate in the environment of renewable energies or necessary metals. Siemens Energy and Nordex are currently stumbling a lot; the potential of the shares remains uncertain. Silver Viper does not have these problems because the valuation is low and the property is first-class.

    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may in the future hold shares or other financial instruments of the mentioned companies or will bet on rising or falling on rising or falling prices and therefore a conflict of interest may arise in the future. conflict of interest may arise in the future. The Relevant Persons reserve the shares or other financial instruments of the company at any time (hereinafter referred to as the company at any time (hereinafter referred to as a "Transaction"). "Transaction"). Transactions may under certain circumstances influence the respective price of the shares or other financial instruments of the of the Company.

    Furthermore, Apaton Finance GmbH reserves the right to enter into future relationships with the company or with third parties in relation to reports on the company. with regard to reports on the company, which are published within the scope of the Apaton Finance GmbH as well as in the social media, on partner sites or in e-mails, on partner sites or in e-mails. The above references to existing conflicts of interest apply apply to all types and forms of publication used by Apaton Finance GmbH uses for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and etc. on These contents serve information for readers and does not constitute a call to action or recommendations, neither explicitly nor implicitly. implicitly, they are to be understood as an assurance of possible price be understood. The contents do not replace individual professional investment advice and do not constitute an offer to sell the share(s) offer to sell the share(s) or other financial instrument(s) in question, nor is it an nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but rather financial analysis, but rather journalistic or advertising texts. Readers or users who make investment decisions or carry out transactions on the basis decisions or transactions on the basis of the information provided here act completely at their own risk. There is no contractual relationship between between Apaton Finance GmbH and its readers or the users of its offers. users of its offers, as our information only refers to the company and not to the company, but not to the investment decision of the reader or user. or user.

    The acquisition of financial instruments entails high risks that can lead to the total loss of the capital invested. The information published by Apaton Finance GmbH and its authors are based on careful research on careful research, nevertheless no liability for financial losses financial losses or a content guarantee for topicality, correctness, adequacy and completeness of the contents offered here. contents offered here. Please also note our Terms of use.

    Der Autor

    André Will-Laudien

    Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

    About the author

    Related comments:

    Commented by André Will-Laudien on March 22nd, 2023 | 10:49 CET

    A new banking crisis in 2023? Deutsche Bank, Blackrock Silver, Commerzbank - Gold and Silver are back!

    • Mining
    • Gold
    • Silver
    • PreciousMetals
    • Banking

    Central bankers are currently in a huge dilemma. They should fight the price pressure with a tough interest rate policy and gradual withdrawal of liquidity. However, this increases the existing risk of recession and the danger of a new financial crisis worldwide. In fact, past interest rate restrictions have already left grinding marks in the US banking system because gigantic write-downs on price losses still lie dormant in the books of institutions that had believed in eternally low interest rates. After the collapse of Silicon Valley Bank and the forced takeover of Credit Suisse, uncertainty has again taken a stranglehold on the markets. Gold and silver reacted with a giant leap. We look at the current situation.


    Commented by Stefan Feulner on March 22nd, 2023 | 09:00 CET

    Barrick Gold, Globex Mining, First Majestic Silver - The resurgence of precious metals

    • Mining
    • Gold
    • Silver
    • PreciousMetals

    In uncertain times, gold is considered a safe haven and enjoys great popularity among investors. Due to the banking industry's irregularities and Silicon Valley Bank's bankruptcy, a shift from the risky stock market to the precious metals sector was already apparent. This was further reinforced by the wobbling of Credit Suisse. With the crossing of a prominent resistance, the yellow metal is now striving for new highs.


    Commented by Armin Schulz on March 13th, 2023 | 13:07 CET

    First Majestic Silver, Blackrock Silver, Xiaomi - Is the silver price about to rise again?

    • Mining
    • Silver
    • Lithium
    • Electromobility

    Silver significantly outperformed gold from September into February. In 2022, silver demand set a new record of 1.24 billion ounces at an average price of USD 21.70. This year, the Silver Institute projects an average price of USD 23. Increased interest rates mean investing in precious metals is less attractive. If the interest rate policy of the FED changes, which is expected for the second half of the year, silver should also increase significantly again. Especially since industrial demand is growing due to the expansion of renewable energies and the electronics industry cannot do without silver, to name just two sectors. We, therefore, take a look at three companies around silver.