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18. November 2021 | 12:07 CET

RWE, Nordex, Water Ways, JinkoSolar: These shares are just starting to blossom

  • agritech
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Sustainability pays off! Even utility RWE believes that the EUR 50 billion the Company plans to invest in transforming its corporate structure is capital well spent and expects profit increases of up to 10% annually in the course of the measures. Since operating sites also determine whether a company's sustainability account is in the green or not, photovoltaic suppliers are also likely to benefit from climate change. Industrial companies will also fare better in the long term with renewable energy - companies like Nordex are already looking forward to it. This article explains where opportunities are waiting around climate change and whether there are still niches that have received little attention from the market.

time to read: 3 minutes by Nico Popp
ISIN: RWE AG INH O.N. | DE0007037129 , NORDEX SE O.N. | DE000A0D6554 , Water Ways Technologies | CA9411881043 , JINKOSOLAR ADR/4 DL-00002 | US47759T1007



Nico Popp

At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

About the author

Nordex: Good business, weak margin

Wind turbine manufacturer Nordex is well positioned for the future. Only some time ago, the Company converted its turbines to a new platform, promising more profitability. The Company is also perfectly equipped for the trend towards ever-larger wind turbines with the largest series wind turbine in the world. In the first half of the year, Nordex installed more new turbines than ever before. The main focus of its activities is in Europe. While sales rose by around 31.7% in the first half of the year, the margin only increased to 2.5%. That shows: Even with the more profitable Delta 4000 platform, Nordex is under cost pressure.

Rising raw material prices for steel, copper and also carbon have a significant impact on this. To remain competitive in the long term, Nordex is working on technological innovations, focusing primarily on rotor blades and turbines. To increase the number of units, it is also apparent to shift the focus from Europe to other regions. Nordex has chosen India as its target: renewable energies are less widespread there, but demand is increasing. Nordex shares have lost more than 6% over the past year, and the low profitability is not going down well in the market. Now the focus is on the India plans.

Water Ways Technologies: Save water, earn returns

A company that does good business in both developed and emerging markets is the small-cap Water Ways Technologies. Measured by market capitalization, the Company, which has a market capitalization of around EUR 30 million, is of course not comparable to Nordex. But the small size and the associated lean structure also have advantages. But first things first: Water Ways Technologies is an agrotech company dedicated to the efficient use of water. Water is scarce in many regions of the world. Analysts, such as Charles Iceland of the World Resources Institute, even predict that humanity will wage wars over the precious liquid in the 21st century. The majority of water is currently wasted in agriculture. Here is where Water Ways Technologies comes in, offering complete solutions based on sensors and apps that help use water in a targeted manner and ultimately save it.

The business model is hitting a nerve in the market: in the first half of the year, the Company generated revenue of CAD 12.1 million and EBITDA of CAD 832,000. The Company is active worldwide and landed a record order in China a few months ago with a volume of CAD 4 million. More recently, it followed up with additional orders around an automated system for irrigation and fertilization. Water Ways is benefiting in this area from high demand from the cannabis sector, which is growing strongly in many countries in the wake of liberalizations. Water Ways Technologies' stock has been building momentum in recent days. Recent history shows that the share is good for jumping revaluations. That is due to the low valuation and the importance that new orders have in this context.

JinkoSolar: Good prices are not everything

New orders also beckon for JinkoSolar - after all, the Company is well positioned and convinces with low prices at good quality. In recent weeks, the share came under a bit of pressure in the wake of China's concerns. In the long term, however, photovoltaic and solar energy should remain a dynamic growth area. Since China has secured raw materials in recent years, manufacturers from the Middle Kingdom, in particular, could gain further market share in a phase of a general shortage of basic materials in the industry. However, one risk for JinkoSolar lies in the increasing consideration of supply chains when assessing how sustainable products are. Solar panels made from non-sustainable mined raw materials could soon be penalized and thus be less in demand from companies that need to pay attention to their carbon footprint.

While Nordex has a good business but earns relatively little from it, it looks better for JinkoSolar. Both companies are still often the first choice for investors regarding wind or solar energy - despite all the problems and risks. An insider tip so far is the second-tier stock of Water Ways Technologies. Saving water makes sense, especially in agriculture. Orders from China and Israel show that the business model is well received around the world.


Nico Popp

At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

About the author

Conflict of interest & risk note

In accordance with §34b WpHG we would like to point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH may hold long or short positions in the aforementioned companies and that there may therefore be a conflict of interest. Apaton Finance GmbH may have a paid contractual relationship with the company, which is reported on in the context of the Apaton Finance GmbH Internet offer as well as in the social media, on partner sites or in e-mail messages. Further details can be found in our Conflict of Interest & Risk Disclosure.

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Pfizer, BioNTech, Water Ways Technologies, Teva Pharma - High-Tech and the Pandemic!

  • agritech

Shortly after the start of the worldwide vaccination campaigns, Israel already showed itself to be the vaccination world champion. This is no coincidence because Israel is a high-tech country and one of the world leaders. The medical infrastructure, in particular, can benefit from this; it is very well developed and, despite the comparatively small size of the state, is considered to be very resilient. The pandemic has nevertheless hit hard on Israel's economy, which previously grew at rates of 3% annually. In 2020, GDP fell by 3.7%, according to the central bank. That things didn't get worse was due to the large government aid packages. These packages increased government debt from 60 to 73% of GDP, which is still low by global standards. We take a look at some exciting technology topics.


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Bayer, Water Ways Technologies, K+S - Will there be enough food for everyone in the future?

  • agritech

Humanity is growing and growing. In a few years, 10 billion people will populate the earth. The question then arises as to whether there will be enough food available in the future. One of the difficulties is climate change. If it gets hotter and hotter, less will grow, and if agricultural land becomes smaller, less food can be produced. To meet this challenge, yields on arable land must be increased. Fertilizers can help. Another critical factor will be water. Water is already scarce in some parts of the world, and drinking water is far from accessible to everyone everywhere. Today we analyze three companies that could play an important role in the future of food supply.


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Nel ASA, Water Ways Technologies, Veolia - Frightening development

  • agritech

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