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Commented by Armin Schulz on December 28th, 2022 | 08:14 CET

Auxico Resources, BYD, Nordex - Energy transition in danger: shortage of critical raw materials

  • Mining
  • RareEarths
  • renewableenergies
  • Electromobility

The energy transition, i.e. the transition to a sustainable, low-carbon and renewable energy supply, is an important step in combating the climate crisis. However, some critical raw materials are needed for the expansion of renewable energies and whose scarcity can pose a threat to the energy transition. These include, for example, rare earths, cobalt and lithium, which are used in the manufacture of solar panels, wind turbines and electric cars. In this context, one should not underestimate the current dependence on China, which has a monopoly position, especially in rare earths. We therefore take a look at three companies around the energy transition.

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Commented by André Will-Laudien on December 28th, 2022 | 08:12 CET

Goodbye Tesla shares - Now bet on the hydrogen rally 2023: Plug Power, First Hydrogen, Nel, Ballard Power

  • Hydrogen
  • GreenTech
  • greenhydrogen

Tesla is experiencing a continued decline in demand in China. According to internal plans, the assembly lines at the production site in Shanghai will be at a standstill for almost two weeks in January. The US electric carmaker plans to produce at its main factory at the beginning of 2023 only, from January 3 to 19. Around the Chinese New Year, Tesla will stop the assembly lines. Tesla did not give an official reason for the surprising break. The Company, founded by Elon Musk, has yet to respond to press requests to comment on the production cuts after Christmas. The share has now lost 40% in 4 weeks and continues to go down unchecked. Last Saturday, Tesla had already largely stopped production in Shanghai for the rest of the year. The prospects for electric car makers are clearly darkening, and we look to alternatives such as hydrogen.

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Commented by Fabian Lorenz on December 28th, 2022 | 08:05 CET

Outperformer stocks in 2023? BioNTech, Steinhoff, Saturn Oil + Gas, K+S

  • Mining
  • Oil
  • Gas
  • Biotechnology
  • fertilizer

Will energy stocks continue to be outperformers in 2023? In any case, in 2022, MSCI World Energy clearly outperformed MSCI World. In the case of individual stocks, Shell, for example, has gained over 45% in the current year. Jefferies recommends the stock as a buy with a target price of GPX 3100 (pence). Warren Buffett has also invested billions in the oil sector in 2022. Chevron and Occidental Petroleum are among Berkshire Hathaway's seven largest holdings. Energy, after all, is likely to be in demand in 2023. Those looking to bet on a laggard should look at Saturn Oil & Gas. The Canadian oil producer faces a milestone in 2023, and analysts see over 200% upside potential. BioNTech enters the new year with solid newsflow. And what is Steinhoff doing after the horror news?

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Commented by André Will-Laudien on December 27th, 2022 | 09:47 CET

Hydrogen shares - Environmental technology to take off in 2023: Plug Power, dynaCERT, ThyssenKrupp and Uniper

  • Hydrogen
  • climatechange
  • GreenTech

As we look ahead into the new year 2023, hydrogen technology could positively contribute to the energy transition for the first time. The key factors are the stroke rate, the price and the quantity that can be generated in an environmentally friendly manner to industrial standards. Plug Power, one of the market leaders in modern fuel cell systems, will bring H2 technology to market in large-scale production. Canada's dynaCERT is already delivering good H2 augmentation systems, and Germany could once again become an engineering hub. Where are the opportunities for investors?

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Commented by Fabian Lorenz on December 27th, 2022 | 06:07 CET

Excitement at BASF, Nel ASA, Meta Materials: Shares for 2023

  • metamaterials
  • Innovations
  • Digitization

After a difficult 2022, investors are looking ahead to the coming year. In 2023, it will be important to pick the right stocks again because there will be winners - despite the war in Ukraine, high inflation and rising interest rates. At the same time, the price rockets of the old year are rarely also those of the new year. As is well known, BASF shares have struggled in 2022. If energy prices continue to ease, the high dividend yield, among other things, will entice investors. Also, there is news in the electromobility megamarket. There is no question that hydrogen offers huge opportunities worldwide. But companies like Nel and Plug Power must finally wake up faster and reduce losses. At Nel ASA, a sell recommendation weighed on the share price at the end of the year. Hot stock Meta Materials has already multiplied sales in the first 3 quarters of 2022, and the chances are good that the positive trend will continue in 2023. Then the Meta Materials share should also take off.

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Commented by Stefan Feulner on December 27th, 2022 | 06:04 CET

FuelCell Energy, Almonty Industries, SFC Energy - Fatal effects

  • Mining
  • Tungsten
  • Electromobility
  • Energy
  • fuelcell

Even now, commodity prices, which have risen exorbitantly in recent years, are correcting due to fears of a prolonged recession. In the long term, the super-cycles in critical raw materials needed for the energy transition and innovative technologies will likely continue. That is because there is already a threat of supply bottlenecks for the required industrial metals. For investors, this scenario offers a unique opportunity.

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Commented by Juliane Zielonka on December 23rd, 2022 | 08:00 CET

BioNxt Solutions, MorphoSys, BioNTech - Innovations and scaling potential for the portfolio

  • Biotechnology

Around the world, patients are used to swallowing medicines in pill form. Sales of oral, fixed-dose drugs alone accounted for a whopping 23.8% of the global pharmaceutical drug delivery market in 2021. That is reason enough for Canadian biotech company BioNxt Solutions to further expand its strategic pole position. BioNxt Solutions secures further rights to a unique platform technology in this segment. Caution is currently the order of the day for MorphoSys. Analysts downgrade the target price from EUR 16 to EUR 12 after a disappointing Q3. BioNTech, on the other hand, can expand its dominance. The Mainz-based company is scaling up in the Asia-Pacific region with new production sites.

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Commented by André Will-Laudien on December 23rd, 2022 | 07:55 CET

Is the e-mobility gold rush coming to an end? Volkswagen, BYD, Alerio Gold, Deutsche Bank - What is going on with Tesla?

  • Mining
  • Gold
  • Electromobility
  • Investments

Elon Musk had a calculated fortune of around USD 280 billion at the peak of the Tesla share. After the crash of the miracle share and the purchase of Twitter, he is now said to own around USD 150 billion less. According to calculations by the analysis firm Factset, Musk still holds around 14% of the shares in electric car manufacturer Tesla. Here alone, there is a gaping loss of over USD 100 billion. New at the world's top for the first time is a Frenchman: Bernard Arnault, the 73-year-old CEO and co-owner of the luxury group LVMH. According to the US magazine Forbes, he has a total fortune of USD 186 billion - and thus passes Musk and Buffet. Has the "climate wonder weapon" electromobility already seen its horizon?

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Commented by Juliane Zielonka on December 22nd, 2022 | 16:09 CET

Almonty Industries, Rheinmetall, Apple - Asia and Africa push business

  • Mining
  • Tungsten
  • Defense

Almonty Industries is creating the first underground LTE security network for mine workers and production equipment in cooperation with Korea Telecom. The technology will enable work at the Sangdong Mine to proceed more safely and quickly. Tungsten is used in smartphones and other applications. As one of the largest smartphone producers, Apple is expanding its business in India. 5% of iPhone production is to be handled from there. This is a consequence of the lockdown experience with China. Armaments giant Rheinmetall, on the other hand, is enjoying an order from South Africa.

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Commented by Stefan Feulner on December 22nd, 2022 | 15:35 CET

Saturn Oil + Gas, BP, First Hydrogen - Potential recognized

  • Mining
  • Oil
  • Hydrogen
  • Investments

The high volatility on the stock markets is likely to continue in the coming year, as the economic and geopolitical situation is too uncertain. This, in turn, offers enormous opportunities to acquire promising stocks at discounted levels that have received little attention from the public. With the ongoing correction in the oil sector, which major analyst firms believe is likely to regain strength in the US in the coming year, there are attractive companies, particularly from the second tier, that should significantly outperform the broader market in the expected upturn.

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