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Commented by Fabian Lorenz on November 10th, 2022 | 12:26 CET
Plug Power after the horror numbers, and what are Varta and Altech Advanced Materials doing?
Climate change, high gas and oil prices and the dependence on "difficult" energy suppliers: There are many reasons why hydrogen and electromobility are among the undisputed topics of the future. Accordingly, shares from these sectors are popular with investors. Plug Power is one of the favorites. The Americans have disappointed (again) with their latest quarterly figures, but the share price is still rising, and analysts are also positive. Battery specialist Altech Advanced Materials is also currently doing well. The cooperation with Fraunhofer in the field of solid-state batteries is taking shape. Varta, on the other hand, is currently working on bottoming out, but analysts advise selling.
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Commented by Juliane Zielonka on November 10th, 2022 | 11:12 CET
Kodiak Copper, BYD, SolarEdge Technologies - Copper driving the energy transition
Goldman Sachs forecasts a gap of copper on the world market equivalent to about 8 million tons. The reason for the shortage is the high demand due to electrification in the areas of mobility, energy supply and renewable energies. Companies such as BYD and SolarEdge, pioneers of the energy transition, use vast quantities of the coveted metal in their technical solutions. In the last 10 years, the raw materials market has focused on other metals. Kodiak Copper, on the other hand, has taken advantage of this time and secured large areas of copper mineralization in North America, the drilling of which is promising. A strategic move that is now paying off...
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Commented by Fabian Lorenz on November 9th, 2022 | 13:31 CET
BioNTech, Porsche and Pathfinder Ventures - Looking good
BioNTech's figures were convincing, and the chart looks good again. Porsche is doing well. Not all analysts see further price potential and the price targets diverge. However, a promotion to the DAX beckons. Pathfinder Ventures is also benefiting from surprisingly high demand. The winter camping resort offers are practically sold out. But first to BioNTech. After competitor Moderna had disappointed last week, the quarterly figures of the Mainz-based biotech Company were convincing. And due to the full pipeline, investors can expect a lively news flow in the coming year. Analysts are bullish.
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Commented by Armin Schulz on November 9th, 2022 | 12:25 CET
Barrick Gold, Desert Gold, K+S - Undervalued shares
The stock market is not always rational. Depending on the market phase, private investors in particular often act irrationally. If all stocks are rising, the fear of missing something comes up and investors buy, although they would be better off waiting for a setback. If the indices go down, many investors sell near the lows, even though they have quality stocks in their portfolio. As a smart investor, one should be like Buffet and buy when others panic. The last few months have been difficult in the stock market, and there have been some downward exaggerations. So today, we look at three companies that have been sold off recently but have good assets.
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Commented by Stefan Feulner on November 9th, 2022 | 12:14 CET
BYD, Almonty Industries, Ballard Power - Attractive future prospects
In order to achieve long-term climate targets, there is no alternative but to switch from fossil fuels to renewable energies. With subsidy programs worldwide, politicians are promoting the expansion of wind, hydro and solar energy. Despite excellent future prospects, the shares of the relevant companies have been undergoing a sharp correction for months. Similarly, raw materials such as copper, nickel and tungsten, which are vital for the energy transition, have also corrected. Demand already exceeds existing supply - an opportunity for the future.
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Commented by André Will-Laudien on November 9th, 2022 | 11:11 CET
Energy supply in Germany: Nordex, Siemens Energy, TubeSolar, JinkoSolar - With green power ahead!
The calendrical winter is not far away. The German government proclaims that with the measures taken, wintering is possible in Germany. Given the currently 98.5% filled gas storage facilities, the emergency has been overcome. However, experts expect supply bottlenecks by January at the latest and the need to distribute the available gas fairly among its customers. Will BASF then receive its required gas volume and all households 8.7% less - or what will the calculation look like? Difficult - this is where the dilemma facing Central Europe becomes apparent. The loss of Russian energy supplies cannot be remedied in the short term - but in the long term, GreenTech alternatives could create our security of supply. Let us take a look around for suitable investment opportunities.
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Commented by Nico Popp on November 9th, 2022 | 10:07 CET
The second Rock Tech Lithium? This is how Mercedes-Benz profits! Jack of all trades Infinity Stone Ventures
Anyone who has followed analysts' reports on lithium over the past few years knew that the price of this critical raw material for batteries was about to rise exponentially, reminiscent of the gloomiest forecasts of the pandemic - only extremely positively. Putting the actual price curve next to it shows that lithium has shot up almost vertically in recent years and has already reached the level of the 2030 forecasts. Using three stocks as examples, we outline what this means and how investors can take advantage of this market anomaly.
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Commented by Nico Popp on November 8th, 2022 | 12:24 CET
Hydrogen trends for the radar! NEL, First Hydrogen, Plug Power
Hydrogen, or green hydrogen, to be more precise, is an explosive mixture. In the past few days alone, reports around spectacular developments have multiplied. Researchers in Belgium have unveiled a solar hydrogen module that can produce the coveted substance directly from solar energy and the water vapour in the air. At the same time, tractor manufacturer Fendt presented engines that can also run on hydrogen. And in Birmingham, UK, a hydrogen van is ready and waiting, which could be just the thing for delivery giants like Amazon. We shed light on three exciting hydrogen-related stocks.
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Commented by Stefan Feulner on November 8th, 2022 | 11:18 CET
Barrick Gold, Manuka Resources, Newmont - Has the bottom been reached?
After the Federal Reserve once again raised the key interest rate with a big step of 0.75 points to a range of 3.75% to 4.00%, the pace is now likely to slow down step by step. In the process, voices are growing louder, calling for a departure from the strict monetary policy. In the course of this, precious metal prices reacted and distanced themselves significantly from their lows for the year. The signs are pointing to easing. At least in the short term, gold and silver should be ripe for a pronounced countermovement.
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Commented by André Will-Laudien on November 8th, 2022 | 10:15 CET
Varta, Kleos Space, ThyssenKrupp: Wrongly valued? It cannot be!
What a wild ride! The US technology exchange NASDAQ fell by a full 33% in the last 12 months, while the German standard share index DAX fell by only 16%. That is astonishing because the leading German index usually reacts disproportionately to the US growth stocks. Ultimately, however, it is becoming clear that foreigners dominate German share prices. After all, if the euro's currency losses are considered, both indices are back on par. The euro has, after all, also depreciated by 15% since a year ago. Some high-tech stocks in Germany lost significantly more than average. We take a closer look.
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