Comments
Commented by Armin Schulz on September 4th, 2025 | 07:20 CEST
BYD under fire: How First Hydrogen, SMR Technology, and Nel ASA aim to disrupt the Hydrogen Market
The mobility of the future will be shaped by more than just one technology. While electric batteries dominate in passenger vehicles, hydrogen offers enormous potential in heavy-duty transport, light commercial vehicles, and industrial applications. Its breakthrough depends on affordable, green production. Innovative small modular reactors (SMRs) could be the game changer here, radically reducing costs and guaranteeing long-term production. In this context, we take a closer look at BYD, the industry leader in electric mobility. First Hydrogen has already tested hydrogen-powered vehicles on the road and is now increasingly focusing on SMR development. Last but not least, we analyze hydrogen veteran Plug Power.
Read
Commented by Nico Popp on September 4th, 2025 | 07:15 CEST
Tariff shock for Trump, Concerns about US banks, Gold hype: Globex Mining, Newmont, Bank of America
In recent months, many feared the US was on a path toward dictatorship. Fortunately, this is not yet the case, as demonstrated recently by a US federal appeals court ruling, which declared 75% of Donald Trump's tariffs to be illegal. The judges involved ruled independently of their political leanings – both supporters and opponents of the tariffs included Republicans and Democrats. While this is not such a bad thing for US political culture, it does harbour enormous risks: tariffs worth billions could now be reversed, and the US Federal Reserve may once again delay its planned interest rate cuts. One clear beneficiary of this uncertainty has been gold, with the precious metal reaching a new all-time high. We highlight the opportunities.
Read
Commented by Fabian Lorenz on September 4th, 2025 | 07:10 CEST
Rheinmetall shares above EUR 2,200? SELL SMA Solar? dynaCERT with SALES SUCCESS!
Could Rheinmetall shares surpass EUR 2,200 following a potential acquisition? Analysts consider this possible after taking a closer look at the Company's opportunities in the marine sector. There is even talk of a potential takeover battle with another German company. Meanwhile, sales are picking up at dynaCERT. An initial large order is expected to strengthen its distribution partnership in the Americas. If the success stories continue, higher share prices are on the cards for the cleantech company. The situation is quite different at SMA Solar. After a significant profit warning and millions in write-downs, the Company is sliding deep into the red. Analysts are lowering their price targets and see no buying opportunity even after the recent price slump.
Read
Commented by Nico Popp on September 4th, 2025 | 07:05 CEST
What comes after the weight loss injection? How does BioNxt intend to outperform Eli Lilly and Novo Nordisk?
The weight loss injection is all the rage. Not only are celebrities shedding significant pounds with it, but many people in our own circles are also losing weight effortlessly thanks to modern GLP-1 receptor agonists. Many patients report that they simply do not feel hungry anymore. This is already having an impact on the restaurant industry in the US – people are ordering more salads and splitting desserts. With Wegovy and similar drugs, one to two teaspoons of tiramisu is enough. But this billion-dollar market is far from reaching all patients. What groundbreaking developments in modern weight loss drugs are already in the pipeline, and how can investors benefit?
Read
Commented by André Will-Laudien on September 4th, 2025 | 07:00 CEST
All-Time High for Gold, Volatility Rising! thyssenkrupp, AJN Resources, Airbus, and Lufthansa in Focus
The stock market is preparing for a hot fall. While inflation figures show no sign of weakening, gold and silver are climbing to new record levels. Rising debt levels and growing geopolitical tensions are fueling this trend. So far, capital markets have largely held their ground without major losses. However, US President Donald Trump's trade policy has suffered a severe setback. With his plan to impose comprehensive tariffs on goods from almost all countries in the world, invoking an emergency law from 1977, he has clearly exceeded his powers, and the courts are now stepping in. One clear warning sign: volatility is high, and valuations have reached extreme levels. The Shiller P/E ratio for the S&P 500 now stands at 40, far above the historical range of 15 to 27 over the last 30 years - making 2025 an absolutely exceptional year in terms of overvaluation. We are on the lookout for promising stocks, and gold should not be overlooked as a strategic portfolio addition.
Read
Commented by Nico Popp on September 3rd, 2025 | 07:15 CEST
Investing in hydrogen with management on board: Air Liquide, Pure Hydrogen, Air Products & Chemicals
When management representatives hold large amounts of their own company's shares or when their compensation is linked to the performance of the share price, this is generally good news for all investors. A management team with "skin in the game" typically takes a more long-term view and aligns more closely with shareholder interests. We present three hydrogen stocks in which management holds shares – some more, some less. Where are the biggest opportunities, and which stocks come with hidden risks? Read on to find out!
Read
Commented by Armin Schulz on September 3rd, 2025 | 07:10 CEST
Ukraine: A billion-dollar opportunity. Why Rheinmetall, Argo Graphene Solutions, and Deutsche Telekom should be on every watch list
The reconstruction of Ukraine is becoming the project of the century, offering immense opportunities for strategic investors. The focus is on key sectors such as modern security, innovative building materials, and high-performance digital infrastructures. German technology leaders are ideally positioned to benefit from this unprecedented volume of investment. Three companies stand out in particular: Rheinmetall from the defense industry, Argo Graphene Solutions with revolutionary building materials, and telecommunications provider Deutsche Telekom.
Read
Commented by Fabian Lorenz on September 3rd, 2025 | 07:05 CEST
New WORLD ORDER and DEFENSE FANTASY: Deutz, Hensoldt, and Almonty Industries!
China, Russia, and India are driving forward a multipolar world order — and thanks to the erratic politics of Donald Trump, they seem to be succeeding. At least, that is what the recent SCO summit suggests. For Western industries, this means growing supply issues with critical raw materials like tungsten. Almonty Industries is benefiting from this. The producer plans to commission the largest Western tungsten mine in South Korea and promises high margins. The recent weakness in the share price presents a buying opportunity. Deutz, meanwhile, is fueling new defense-related fantasies with its entry into the drone market. The share price reacted yesterday with a jump of over 5%. Hensoldt, on the other hand, is struggling with a challenging valuation following weak figures, even though the share price has recently gained ground. Where is it worth getting in?
Read
Commented by Nico Popp on September 3rd, 2025 | 07:00 CEST
Reaching out to customers – Sales success for higher returns: Shell, Cummins, dynaCERT
When companies offer multiple services from a single source, customers are pleased – they have just one point of contact and receive comprehensive support. The keyword here is "ecosystem." Especially in innovative sectors like the hydrogen economy, potential customers are often just getting started and are looking for broad-based support. Providers who combine low-threshold offerings with high-value or long-term solutions ensure stable revenue in the long term. We take a look at the sales strategies of Shell, Cummins, and dynaCERT and show that comprehensive ecosystems are the key to success.
Read
Commented by Fabian Lorenz on September 2nd, 2025 | 07:50 CEST
INSIDER ALERT at Evotec! Valneva with new TARGET PRICE! Vidac Pharma stock soon to reach new ALL-TIME HIGH?
Finally! Insiders are sending an important signal at Evotec. The stock has not yet reacted, but in the medium term, this could turn out to be a buy signal. Skepticism still prevails at present. Analysts are bullish on Vidac Pharma. In the fall of 2024, the biotech stock had multiplied in value. Is it now heading back toward its all-time high? According to analysts, significantly higher price gains are possible. Valneva, on the other hand, is not for the faint of heart. After doubling in price within a few weeks, the stock has plummeted again. Analysts recommend buying, but are significantly lowering their price target.
Read