Comments
Commented by Juliane Zielonka on December 21st, 2023 | 07:00 CET
Renewable Energy in Focus: First Hydrogen, Siemens Energy and Volkswagen present groundbreaking technologies - Which share leads the way?
Renewable energy is increasingly taking center stage for investors. Companies like First Hydrogen are setting new standards by developing advanced hydrogen-powered commercial vehicles. However, the figures have to be right. While Siemens Energy struggles with the challenges in the energy sector, a large proportion of the Company's shares are being shifted to the pension fund, which could have severe consequences for investors and employees. On the other hand, Volkswagen is responding to the German government's austerity measures. It is taking over the previous state's share of the environmental bonus for electric vehicles as a goodwill gesture. However, this seems to be merely a gesture in light of the Company's restructuring program that is launching in Germany. These developments shed light on technological advancements and business adaptations in the era of green transformation.
Read
Commented by Fabian Lorenz on December 20th, 2023 | 07:15 CET
Shares for 2024: TUI in travel boom, Pfizer with monster dividend, Almonty Industries receives millions from Germany
Three shares from three different sectors and countries: TUI, Pfizer, and Almonty Industries. Are they among the top performers in 2024? At least there are good reasons for a turnaround in all of them. At TUI, the turnaround seems to have already begun. Will it continue? Almonty Industries is facing a decisive year. With the help of Germany's KfW, a massive tungsten mine in South Korea is set to go into operation in 2024. If this succeeds, turnover and profits will likely multiply in the coming years. Like so many Corona winners, Pfizer shares have suffered withdrawal symptoms this year. Will the pharmaceutical giant get back on track in 2024 after hitting a ten-year low? In any case, the dividend yield of 6% is attractive.
Read
Commented by André Will-Laudien on December 20th, 2023 | 07:00 CET
COP28 a toothless tiger? Nel ASA, Klimat X, Nvidia, and Plug Power in the climate change check!
Another earth-shattering climate conference is behind us. The outcome was as sobering as it was predictable. Around 200 countries were able to agree on measures to reduce fossil fuels, but the Gulf states insisted on their right to continue the business model of oil and gas production that has been successful for decades. This makes it clear that the availability of fossil fuels will continue on a large scale because the BRICS states, such as Russia, China, India and Brazil, will continue to exploit their fossil resources unabated. Incidentally, international conflicts only work with fuels and not with battery-powered drives. So, if you consider the wars in Ukraine and the Middle East with their accompanying environmental destruction, there is no need to invent bans on European diesel vehicles. However, there are a few glimmers of hope for a greener future...
Read
Commented by Stefan Feulner on December 19th, 2023 | 07:30 CET
Boom market for renewable energies - thyssenkrupp nucera, Globex Mining, Energiekontor
One week before Christmas, presents are still being handed out on the stock market. Several companies from the renewable energies sector, which has suffered in this stock market year, reported strong quarterly figures and positive outlooks. Due to the significantly lower prices, hydrogen, wind, and solar power offer attractive entry opportunities for the coming year. One thing is sure: in Germany in particular, politicians will do everything they can to ensure that alternative energy sources become a long-term success.
Read
Commented by André Will-Laudien on December 19th, 2023 | 07:20 CET
GreenTech in turnaround in 2024? Siemens Energy, Altech Advanced Materials, Nordex and Varta in focus
The investment year 2023 was not a highlight for owners of GreenTech shares. All stocks that were supposed to benefit from the government's fabulous climate change targets were crushed. Hydrogen stocks lost 75% on average, and the wind and solar sectors fell by at least 50%. A look ahead to 2024 now raises questions, as the Berlin traffic light coalition abruptly halted support for heating and e-mobility due to the Karlsruhe ruling. This will now be a litmus test for GreenTech producers, as they must assert themselves on the market without subsidies. It is a bold experiment if the state no longer offers incentives. We take a closer look.
Read
Commented by Fabian Lorenz on December 19th, 2023 | 07:10 CET
Star investor Buffett bets on oil: BYD, Plug Power, Shell, Prospera Energy
While the world was watching the Dubai Climate Conference, Warren Buffett invested in oil. The star investor increased his stake in Occidental Petroleum to 27% via Berkshire Hathaway. There is also the possibility of increasing the stake in the US oil company to 33%. The move came after Occidental shares had lost 20% in just a few weeks. This anti-cyclical move is typical of Buffett and shows that oil stocks like Shell are exciting. A similar turnaround story to Occidental is Prospera Energy. Things are expected to get interesting for the Canadian oil producer next year. This is likely also the case for BYD and Plug Power. Chinese companies want to attack the Japanese market, among other things. Like so many hydrogen companies, Plug Power has to address the question of the profitability of its business model.
Read
Commented by André Will-Laudien on December 18th, 2023 | 07:15 CET
COP28 - Acting on climate change in 2024! Nel ASA, Manuka Resources, BYD and VW - more than 200% is possible
Despite all reservations, the science is unanimous! Failing to limit global warming will pose significant risks to humanity in the next two decades. At the end of the World Climate Conference in Dubai, the revised resolution text was adopted without objection by almost 200 countries. COP28 President Sultan Ahmed Al Jaber described the outcome as "historic" and a "foundation for transformative change". The agreement calls for a global transition away from fossil fuels. It is thus the first resolution of a UN climate conference that concerns the future of all energies - including oil, natural gas, and coal. Criticism and rejection came from the Gulf States, as they intend to continue their "Affordable Oil & Gas from the desert sand" business model. How do typical GreenTech shares react to the latest climate policy?
Read
Commented by Stefan Feulner on December 18th, 2023 | 07:00 CET
Volkswagen, Desert Gold Ventures, Morphosys - Position for the rebound
Last week's interest rate decision in the USA was the final starting signal for further price rises. In addition to equities, gold, silver, and several cryptocurrencies also shot up. Therefore, the last weeks of the year should end with further positive signs. Despite the record high in many indices, there are increasing rebound opportunities that could outperform the broad market in the near future.
Read
Commented by Juliane Zielonka on December 15th, 2023 | 07:10 CET
Telecommunications and Energy with Almonty Industries, Vodafone and RWE - where is it worth starting?
At the Dubai Climate Conference COP28, 22 countries agreed to the expansion of nuclear power. A low-CO2 and highly efficient form of energy generation, albeit with some associated risks. However, the construction of nuclear power plants requires a very special metal: tungsten. This is reason enough for investors to take a closer look at the Almonty Industries share. Almonty Industries is a company that focuses on tungsten extraction and production and operates exclusively in democratically governed countries. Tungsten is used in the telecommunications industry, among others. For Vodafone, a European and African company in this segment, the raw material tungsten is essential for further growth. The Group has been in crisis to date. How far have they progressed in the turnaround? For those who focus more on energy providers than suppliers like Almonty, RWE is a must. RWE generates and trades electricity in the Asia-Pacific region, Europe and the United States. Find out here where new projects and further cash flows are opening up.
Read
Commented by Fabian Lorenz on December 14th, 2023 | 07:20 CET
Climate Conference and Nel disappoint. BASF and Saturn Oil + Gas shares recommended as Buy
The World Climate Conference has disappointed - at least for anyone who had hoped for a clear stance on the end of fossil fuels. Negotiations on the final declaration took place throughout the night in Dubai. The result is sobering. The farewell to fossil fuels is only vaguely described. It has become clear in recent weeks that fossil fuels are here to stay for the foreseeable future and that their lobby is strong. Instead of new impetus, shareholders of Nel ASA received further bad news. The hydrogen pioneer had to announce the cancellation of a major order. And that is not all. BASF, on the other hand, has a tailwind. The share has been upgraded from "Sell" to "Buy". Analysts see more than 200% upside potential for Saturn Oil & Gas. The high cash flow enables the oil producer to expand production and reduce debt.
Read