Energy
Commented by Armin Schulz on September 9th, 2025 | 07:25 CEST
From ore to energy: How BYD, Power Metallic Mines, and Siemens Energy are benefiting from the energy transition
The global energy transition is not only sparking hope but also a race for scarce raw materials. Nickel, cobalt, copper, lithium, and rare earths are becoming the backbone of batteries and wind turbines, while geopolitical tensions over supply chains are driving up prices. Those who position themselves in time could benefit from the redistribution of global power. This is particularly exciting for companies that either secure access to these resources, develop technologies for their use, or play a decisive role in the value chain, such as BYD, Power Metallic Mines, and Siemens Energy.
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Commented by Fabian Lorenz on August 25th, 2025 | 07:10 CEST
Massive UNDERVALUATION?! Bayer, SFC Energy, Veganz Group
Massive undervaluation of Veganz shares? The transformation from a vegan food supplier to a foodtech company is increasingly taking shape. The first shipment of oat milk, produced using a revolutionary process, is about to be delivered to the US, and analysts see EUR 160 million in revenue potential. The real question is: When will the target price and the share price rise? Bayer shares have risen surprisingly strongly this year. Investors have largely ignored problem areas. But now a rating agency is pointing out the weaknesses, and analysts remain cautious. Investors were bullish on SFC Energy. Then came the forecast adjustment, and the share price plummeted. Now, a multi-million euro order is helping to stabilize the situation.
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Commented by Armin Schulz on August 14th, 2025 | 07:05 CEST
How Volkswagen, Power Metallic Mines, and Nordex aim to conquer the trillion-dollar energy transition market
Electrification is driving an unprecedented demand for raw materials. Lithium, cobalt, and rare earths are the new oil - essential for electric vehicles, wind turbines, and our climate-neutral future. But global dependencies and trade conflicts threaten to disrupt supply chains. Those who secure strategic supplies will dominate the transition. Today, we look at three companies that are benefiting from the energy transition – Volkswagen, Power Metallic Mines and Nordex – and analyze their current situation.
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Commented by André Will-Laudien on July 23rd, 2025 | 07:05 CEST
The hot phase for nuclear energy is beginning! Oklo, First Hydrogen, Nel, Siemens Energy, and Plug Power
For a long time, nuclear power was considered a thing of the past; however, a significant shift in energy policy is now underway worldwide. The US is at the forefront of this movement. Under Donald Trump, a comprehensive action plan to rebuild the nuclear industry was recently adopted. The goal is nothing less than to quadruple the country's nuclear power capacity, in particular through the massive expansion of small modular reactors (SMRs), which are compact, decentralized mini nuclear power plants. They are considered efficient, safe, and scalable. The message is clear: the United States wants to regain its position as the dominant nuclear power, both in terms of energy policy and technology. Which companies are in the spotlight?
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Commented by Fabian Lorenz on July 22nd, 2025 | 07:10 CEST
SURPRISE at Nordex! SFC Energy weakens! Will Power Metallic Mines shares start the summer rally?
Up 70% since the start of the year, Nordex shares have surprised even the most optimistic investors. Can the wind turbine manufacturer continue its winning streak? Strong order intake was recently reported. However, analysts remain cautious. In contrast, the summer rally we predicted for Power Metallic Mines is taking shape. The world-class multi-metal project is entering a new exploration phase, having significantly expanded its territory through a strategic acquisition. With positive news flow, it should head toward its high for the year. In contrast, some disillusionment has set in at SFC. The defense play is not growing as quickly as initially expected. What could halt the decline in the share price that began in May?
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Commented by Fabian Lorenz on July 21st, 2025 | 07:10 CEST
ALERT for Nel ASA shares! Positive Sentiment at Siemens Energy and Zinc Play Pasinex!
Away from the big commodity and precious metal themes, an exciting stock is currently developing: Pasinex Resources. The Company owns high-grade zinc mines, and stable cash flows are expected to be achieved in just a few months. Additional projects are already in the pipeline, which could give this zinc play momentum in the second half of the year. Things have been running smoothly at Siemens Energy for years. More than 1,000% has been earned since the wind subsidiary ran into difficulties. Will Siemens Gamesa now also get back on its feet and contribute to growth? In contrast, there are no signs of growth at Nel ASA. The recent quarterly figures were disappointing, as both revenue and order intake are significantly below the levels of the previous year. Losses are rising. By now, investors should be hearing alarm bells.
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Commented by Fabian Lorenz on July 14th, 2025 | 07:10 CEST
Siemens Energy gifted away? RENK is betting on AI! First Hydrogen shares rally 100%!
The opportunities of hydrogen and nuclear power in one stock? First Hydrogen offers just that. Over the past 4 months, the stock has more than doubled. Nevertheless, it still does not appear to be expensive, as the global hunger for energy and thus the potential for First Hydrogen is huge. This energy demand is also driven by the AI hype, which is causing data centers to spring up like mushrooms. RENK is turning to artificial intelligence for the future. The Company may focus even more on defense going forward. Analysts view this positively. Siemens Energy shares have increased more than tenfold in recent years. But is the core business still being offered for free? A look at India suggests this might be the case. A buying opportunity?
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Commented by Fabian Lorenz on May 27th, 2025 | 07:10 CEST
Between bankruptcy and multiplication: Cleantech stocks Siemens Energy, Plug Power, and dynaCERT
More losses than revenue is never a good sign for any business model. Given the muted reactions to the quarterly figures, Plug Power investors seem to have grown accustomed to this pattern. Despite planned cost reductions, a return to profitability is not yet in sight. Still, a company executive has made a symbolic move, suggesting internal confidence. According to analysts, dynaCERT could make the leap into the black as early as next year. On this basis, the cleantech company is currently attractively valued, and experts consider a multiplication of its share price possible. Siemens Energy has shown how quickly a stock can shoot into a new dimension. Almost bankrupt 1.5 years ago, it is now one of the stars of the DAX and is receiving praise even from otherwise critical corners.
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Commented by André Will-Laudien on May 26th, 2025 | 07:05 CEST
Tariffs, nuclear energy, and climate policy! Trump sets the pace for Nel ASA, First Hydrogen, Plug Power, and Oklo
The world is undergoing a 180-degree turn. Nuclear energy, which was demonized until 2022, is now experiencing an astonishing renaissance, and green seems to be redefined. Under Donald Trump, the US aims to expand the use of nuclear energy significantly, and the US president signed all the necessary decrees last week. Trump said that the United States intends to become "a real power" in the nuclear industry again by quadrupling its nuclear power production after his tour of the Middle East. Oil prices thus approached the critical USD 60 mark again, and hydrogen stocks experienced another sell-off. However, one problem is becoming apparent: 30-year bonds are now yielding over 5%. Stock market traders are now focusing on nuclear business models and uranium stocks. Where are the opportunities and risks?
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Commented by Fabian Lorenz on May 13th, 2025 | 07:05 CEST
A bombshell for D-Wave and Siemens Energy! Is AI stock NetraMark too cheap?
D-Wave has made a spectacular comeback. The reasons are strong figures, positive analyst comments, and cooperation with the auto giant Ford. Is the quantum hot stock heading for a new all-time high? AI gem NetraMark still has a long way to go, but its valuation is extremely exciting. Donald Trump's latest statements show that drug prices must come down. Pharma and biotech companies can achieve this by using NetraMark's AI. The stock appears cheap and also has takeover potential. Siemens Energy shares are unstoppable. However, analysts' opinions continue to diverge. On the one hand, the price target is being raised, while on the other, a sell recommendation is being issued. What to do?
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