Plug Power, TUI, and Argo Graphene Solutions: Who is revolutionizing?

Argo Graphene Solutions: Working on a revolution under a new name

New name, still strong prospects: As of yesterday, hot stock Argo Living Soils is now trading as Argo Graphene Solutions. The new ISIN is CA04021P1018, and the website is argographene.com. This marks the formal completion of the Company's repositioning. Operationally, the Company is already working on a revolution: incorporating graphene into concrete and asphalt to transform the construction industry in terms of sustainability and stability, and enabling completely new applications. Graphene is a nanomaterial made from carbon. Due to its lightness and near transparency, it is often referred to as a "miracle material". Although it is only one atom thick, it is over 100 times stronger than steel and electrically conductive. These unique properties make graphene a promising material for applications in electronics, energy storage, sensor technology, biomedicine, and, of course, the construction industry.

Argo Graphene Solutions recently opened a distribution and mixing center in Louisiana for the rollout. The 2,000-square-foot facility is located near the Port of New Orleans, one of the ten largest ports in the US. From there, Argo can supply and ship its innovative graphene materials throughout North America.

At the site, the Company is working in cooperation with the local firm Landry Construction. There, specially developed formulations for concrete, cement, and asphalt are mixed, tailored to project-specific requirements, and made ready for use. Argo CEO Scott Smale commented: "This agreement with Landry Construction and their facility in Kenner provides us with the ideal location for market launch, scaling, and execution. The proximity to one of the country's most dynamic ports and regional connections enables us to efficiently supply the southern United States and Mexico with sustainable building materials."

The stock is also increasingly traded on German stock exchanges and appears anything but expensive. Given the market potential and takeover speculation, significantly higher prices should be possible.

Plug Power: New hope?

While Argo Graphene Solutions is just beginning to conquer a billion-dollar market, investors in Plug Power have largely lost hope. As great as the opportunities in the hydrogen market are, it is astonishing that Plug Power has been unable to turn a profit in all these years.

But whenever insolvency is discussed, there are new signs of life. Plug shares have gained around 34% in the past four weeks. However, looking at the past six months, the performance looks very different at -54%.

There are currently glimmers of hope that the critical mass for profitable growth can be achieved. This is based on a USD 1.66 billion loan guarantee from the US Department of Energy (DOE). This was granted despite the Trump administration's critical stance toward renewable energies. In June 2025, Plug signed a multi-year supply agreement with a major US industrial gas company. This is seen as an indication that commercial demand for hydrogen still exists. The next step is to build a green hydrogen production plant in the US state of Texas. For the facility, the DOW guarantees are to be utilized for the first time.

TUI: Criticism grows louder

While Argo Graphene Solutions and Plug Power work on sustainable solutions for tomorrow's construction and energy supply, TUI is targeting the cruise market. In an interview with Handelsblatt, Wybcke Meier, CEO of TUI Cruises, emphasized that she was more than satisfied with the business in the current year. The Mein Schiff Relax has increased fleet capacity by 22%. Capacity utilization is ahead of schedule. Next year, the fleet will be expanded again with the Mein Schiff Flow.

However, this growth appears to be at the expense of the travel experience. Handelsblatt also reports on dissatisfied customers. With almost 4,000 passengers, the Mein Schiff Relax is significantly larger than previous ships. This presents new challenges for staff and guests. Regular Mein Schiff passengers are quoted as saying that the ship has lost its heart, that the pool deck is too small and that the crew is overwhelmed.

TUI shares have underperformed the DAX so far this year, falling 7.6%. The German benchmark index has gained 20.6% in 2025 to date.

Argo Graphene Solutions is continuing its exciting story under a new name. The new location shows that the Company is preparing for rollout. If graphene concrete proves itself in practice, the share price could multiply. Plug Power still has a long way to go before it becomes profitable, and the Company has disappointed too often. TUI has started to catch up in recent days.