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Commented by Armin Schulz on February 18th, 2022 | 09:42 CET
Nel ASA, First Hydrogen, Plug Power - Hydrogen facing new hype?
In January 2021, the sky was full of violins for the shareholders of hydrogen shares. But shortly after, disillusionment set in, and anyone who jumped on the bandwagon too late is still suffering massive price losses today if they didn't get out in time. Since the end of fossil fuels is a done deal, the industry and the transport sector need an alternative. The German government sees green hydrogen as an essential building block for the energy transition in the future. For this reason, the National Hydrogen Strategy was launched and endowed with EUR 9 billion. There is also support for companies in other countries. Today we look at three companies in the hydrogen sector.
ReadCommented by Fabian Lorenz on February 17th, 2022 | 15:21 CET
Deutsche Bank, Mercedes-Benz, Memiontec: Investors take action
Tech is out. In uncertain times, investors turn to conservative stocks. This is the case at present. The environment is characterized by the Ukraine crisis, high inflation and rising interest rates. Numerous high-flyers from the technology sector have been brought back down to earth. At the same time, conservative shares from the financial sector, for example, are making a comeback. Deutsche Bank is one of them. The share has made significant gains in recent weeks. The same applies to the shares of Mercedes-Benz, where analysts see further room for improvement. In addition, the automotive sector is benefiting from a failed emergency motion by the Green Party. In recent weeks, water treatment specialist Memiontec has also held up well, and investors speculate on an upward breakout.
ReadCommented by Carsten Mainitz on February 17th, 2022 | 13:22 CET
Allkem, Kodiak Copper, BHP - Profiteers of high commodity prices!
The growth of electromobility will cause the prices of copper, lithium and other battery metals and critical raw materials to rise in the long term. Supply and demand are the determining influencing factors. Whether interest rates rise or not, whether stock markets wobble or not, the price trend will continue. Profiteers are (prospective) commodity producers.
ReadCommented by Nico Popp on February 17th, 2022 | 13:21 CET
BYD, Edison Lithium, Rock Tech Lithium: Investing in the Saudi Arabia of electromobility
Ever since this year's Super Bowl, it has been clear that the future of mobility will be electric. What does one have to do with the other? Advertising space during mega-sports events is in high demand. This year, seven companies from the sector advertised e-cars and accessories, including BMW with a spot featuring Arnold Schwarzenegger. Other companies that spent up to USD 6.5 million for 30 seconds of advertising included Polestar and Nissan. But e-cars are not yet a foregone conclusion. The technology poses challenges for suppliers and raw material producers. We present three companies that are well placed to score points with their products despite adverse conditions.
ReadCommented by Juliane Zielonka on February 17th, 2022 | 12:10 CET
Peloton, Diamcor, Bayer - Trust, tangibles and expertise
Peloton gets in shape with streamlining just like its existing customers. 90% of early adopters remain loyal to the Company. Rough diamonds achieve new record prices, Diamcor profits, and so do its investors. Bayer comes up trumps in the agricultural business with innovative solutions for corn cultivation. In the upcoming market phase, investors want to be prepared. Investing in price-setters that take advantage of strong inflation makes sense. We take a look at three investment opportunities.
ReadCommented by André Will-Laudien on February 17th, 2022 | 11:22 CET
Super numbers! Barrick Gold, Desert Gold, First Majestic - The gold and silver rally is coming!
Inflation is a buying time for precious metals - Inflation Protection. The political conflict with Ukraine seems to be slowly dissipating into thin air. But short-term surprises still lurk to drive the price of gold. Due to the pullback that has begun, there has been a slight easing in commodity prices, but the fundamental rally continues. Barrick has reported on 2021. And second-tier stocks are waiting in the wings. Here is a selection of promising gold and silver stocks.
ReadCommented by Stefan Feulner on February 17th, 2022 | 11:20 CET
Nel ASA, Power Nickel, Varta - Positioning for the price explosion
In the last two years of the pandemic, both private households and commercial enterprises felt the impact of blown supply chains, from chip shortages to lack of lumber, to packaging materials. Extreme consumption is also taking place due to the ambitious achievement of climate targets. Electromobility is gobbling up enormous resources of key raw materials such as copper, lithium and nickel. Due to the significantly increasing demand for batteries, the demand for nickel is expected to continue to rise strongly in the coming years.
ReadCommented by Nico Popp on February 16th, 2022 | 13:29 CET
Gazprom, Alerio Gold, ThyssenKrupp: Ukraine conflict resolution as a door opener?
At the moment, the world is holding its breath. Not since the end of the Cold War have so many soldiers come together on European soil as is currently the case on the border between Russia and Ukraine. While German Chancellor Olaf Scholz is focusing on diplomacy, Kiev and the Baltic states would like to see more signals of deterrence. We will see which path is the better one or whether, in the end, a combination will once again avert the worst-case scenario. However, the fact is that the threat of war is rattling the markets. We profile three stocks.
ReadCommented by Stefan Feulner on February 16th, 2022 | 12:29 CET
Glencore, Nevada Copper, Newmont - Commodities as an investment
An escalation of the situation in Ukraine and a possible war directly in Europe is keeping the stock markets in turmoil. In addition, a faster than expected rise in interest rates in the US is causing uncertainty among investors. As a result, the precious metal gold has risen to its highest level since mid-2021 and, at least in the short term, will live up to its status as a crisis currency. Companies from the commodities sector are also performing strongly. The price of a ton of copper, for example, once again exceeded the psychologically important USD 10,000 mark. Due to the strong demand resulting from the energy transition, this trend is also likely to prevail in the longer term.
ReadCommented by Fabian Lorenz on February 16th, 2022 | 11:28 CET
Steinhoff, TUI, Hong Lai Huat: Top News!
The Ukraine crisis, inflation and rising interest rates currently have the capital markets firmly in their grip. But even in these uncertain times, companies surprise positively, and there are exciting investment opportunities. For example, the shares of TUI and Steinhoff were up on Tuesday. News-driven gains. At Steinhoff, an important deadline for creditors expires in May. After two years of the pandemic, the desire to travel for Germans is greater than ever. The tourism group TUI benefits from this, and Lufthansa will continue to fly to Mallorca with the Boeing 747. The exciting real estate company Hong Lai Huat offers investors an interesting opportunity tomorrow, February 17.
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