Close menu

October 15th, 2021 | 13:23 CEST

Nordex, Tembo Gold, Plug Power - Great rebound potential

  • Gold
Photo credits:

"If you don't have the shares when they fall, you don't have them when they rise", this quote comes from the stock market legend André Kostolany. The words of the old master can be applied to the current state of both the stock and precious metals markets. The renewable energy sector currently offers great comeback opportunities. The prices of most wind, hydroelectric and hydrogen stocks have lost more than half their value in recent months, and the bottoming process is underway. Which companies are coming back and continuing their upward trend?

time to read: 3 minutes | Author: Stefan Feulner
ISIN: NORDEX SE O.N. | DE000A0D6554 , TEMBO GOLD CORP. | CA87974N4057 , PLUG POWER INC. DL-_01 | US72919P2020

Table of contents:

    Tembo Gold - Seven years off

    An extraordinary story is being written by Canadian exploration Company Tembo Gold, which operates the eponymous gold project in Tanzania. The Tembo property is located in the Lake Victoria goldfield in Tanzania, next to some of the largest high-grade gold deposits in the world, Barrick Gold's Bulyanhulu mine and AngloGold Ashanti's Geita gold mine. So far, so good.

    The problem in the past was a government that opposed mining, so much so that in recent years this led to a virtual flight of investment and the collapse of the mining industry in Tanzania. Tembo Gold was forced to stop exploration work for an incredible 7 long years.

    However, the newly elected head of state recognized the enormous potential of the East African country. Since then, new investment in the sector has increased by 725%, and mining is making a comeback second to none.

    Tembo Gold's management took advantage of the downtime to expand the property from 110 sq km to 174 sq km. In addition, 54 new drill targets were identified using artificial intelligence technology. As a result, 57 targets are now available for future exploration. As of this month, the 7,000m drilling program is underway. For financing, the debt-free company was able to raise CAD 2.3 million on the capital market. The share price has already jumped to CAD 0.20 in the wake of the project's revival, but there is still a considerable distance to go from the high of CAD 6.87.

    Plug Power - A bouquet of good news

    "The money you make on the stock market is pain money. First comes the pain, then the money", another of Kostolany's quotes. Should this quote apply to the shareholders of the Plug Power share, they can sit back and relax. After all, they have had their fair share of pain in recent months—first, errors in the balance sheet, which forced management to correct the financial statements, then the general correction on the markets. The all-time high of USD 75 from January is more than 60% away.

    But there is hope. After stabilizing in the 25% range in recent weeks, a breakout above resistance at USD 35 could generate a buy signal and complete the bottoming phase. The current price jump was driven by several positive news.

    A cooperation with Airbus has been announced to research the feasibility of supplying aircraft and airports with green hydrogen. The Franco-German Company, newly admitted to the DAX 40, Airbus sees green hydrogen as a promising option for decarbonizing air traffic and wants to bring emission-free aircraft into the air by 2035.

    A partnership was also announced with Phillips 66, which has 13 of its own refineries and joint venture refineries in the USA and Europe. The two US companies intend to collaborate on developing low-carbon hydrogen business opportunities. "Phillips 66 will help us achieve our goal of producing 1,000 tons of green hydrogen per day while deploying cost-effective renewable fuel solutions," says David Bow, executive vice president of Electrolyzers Solutions at Plug Power.

    Last but not least, an upgrade from US bank Morgan Stanley fluttered into the fuel cell developer's door. The analysts upgraded Plug Power's stock from "equal weight" to "overweight." The price target was increased from USD 35 to USD 40.

    Nordex - The order king

    It is certainly not due to the bulging order books at wind turbine manufacturer Nordex that the share price is only moving south; instead, it is a margin problem at the Hamburg-based company. In both the third quarter of 2021 and the first nine months, Nordex significantly increased its order intake compared to the previous year. From June to September 2021, Nordex received orders for 389 wind turbines (Q3 2020: 271) with a capacity of 1,829 MW (Q3 2020: 1,229 MW).

    From January to September, the Nordex Group received orders for 4,610 MW (9M/2020: 3,759 MW), which includes a high portion of around 80% of the Delta4000 series. The share has recovered by more than 19% since the low of EUR 13. However, the next broad resistance is already waiting at EUR 15.

    The markets are gearing up for the year-end rally. Tembo Gold has potential in the precious metals sector due to the start of drilling programs; Plug Power and Nordex shares may have also bottomed out.

    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

    Stefan Feulner

    The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
    He is passionate about analyzing a wide variety of business models and investigating new trends.

    About the author

    Related comments:

    Commented by Armin Schulz on April 17th, 2024 | 06:45 CEST

    Barrick Gold, Globex Mining, BP - Commodities In the spotlight: Supercycle started?

    • Mining
    • Gold
    • Silver
    • Commodities
    • Oil
    • Gas

    Global demand for commodities is reaching new heights, partly driven by increasing geopolitical tensions. The exchange of attacks between Iran and Israel is a case in point. This conflict, deeply rooted in religious and political differences, continues to escalate and could have far-reaching consequences for international stability and commodity markets. With this latest escalation of the Middle East conflict, security aspects in the global competition for important resources such as gold, silver and copper are taking center stage. China is demonstrating its hunger for resources. However, the price of oil has also risen recently. There has long been talk of a commodity supercycle. Perhaps it has now finally begun. Where should one invest now?


    Commented by André Will-Laudien on April 17th, 2024 | 06:30 CEST

    Discount battle over: Commodities on the counter-offensive! Rheinmetall, Power Nickel, BASF and Varta in focus

    • Mining
    • Nickel
    • Commodities
    • Gold
    • Silver
    • Defense

    Since the bombing of Israel by Iran, the clocks are ticking differently in the Middle East. The next stage of escalation has been reached. If Israel now uses the right to defense as an opportunity to initiate something bigger, it is here: the conflagration. Gold and silver are shining as safe-haven currencies and pulling long-neglected commodity shares through the roof. Now is the time to keep the sails in the wind and ride the long-awaited upward momentum. In the energy transition, strategically safer jurisdictions that can safely serve the growing hunger for commodities are still in demand. We highlight a few opportunities.


    Commented by André Will-Laudien on April 16th, 2024 | 07:05 CEST

    The cannons are thundering, and gold and silver remain in demand! Barrick, Newmont, Desert Gold and SMT Scharf in focus

    • Mining
    • Gold
    • Silver
    • Commodities

    The overnight attack by Iran on Israel underscores the current geopolitical uncertainty. Regardless of whether there is further escalation in the Middle East, the world has already changed dramatically since February 2022. This includes shifts in investor behavior. Until the first quarter of 2024, shares in the artificial intelligence and high-tech sectors were bullish; now, defense stocks and precious metals are on the agenda. After decades of disarmament, NATO, in particular, is now facing a decade of rearmament, and private investors are expressing their restraint in consumption by increasing their focus on private security. This is reflected in the increased purchases of gold and silver. For years, precious metals have been stable guarantors of the daily dwindling purchasing power. We believe that the new valuation cycle in the commodities sector is only just beginning, which is why we are examining favorable entry opportunities.