Energy
Commented by Matthias Schomber on September 30th, 2026 | 10:00 CEST
Billion-Dollar Poker, Margins & Cash Machine: Siemens Energy, Evonik and RE Royalties Could Be the Real Winners!
Evonik is at the centre of a billion-euro takeover bid that the target has rejected, leaving some investors wondering what comes next. Could a higher offer still emerge? Meanwhile, an industrial company that fought its way out of a deep crisis and saw its share price multiply is now facing renewed pressure. Can the tide turn once more? And then there is a relatively overlooked niche player offering high dividend yields. This is the mix of three companies featured in our latest article. We look at Siemens Energy's comeback after the dark years of the crisis and assess its outlook. We examine the background to BASF's rejected takeover approach for Evonik. Finally, we take a closer look at RE Royalties, which has paid out substantial dividends in the past and is approaching important technical chart levels. Read on as we examine the latest developments at all three companies and the opportunities and risks shaping their stories.
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Commented by Matthias Schomber on September 29th, 2026 | 07:50 CEST
AI Boom at SAP, EU Tailwind for thyssenkrupp and Interesting Chart Patterns at NU E Power
Created and Published on Behalf of NU E Power Corp.
Artificial intelligence, EU protective measures and interesting chart patterns are shaping the latest developments. SAP stands on the threshold of a potentially historic new era, driven by revolutionary AI integration and a thriving cloud business, while the stock has also formed a "Golden Cross" on the charts. Meanwhile, the steel industry in Germany's Ruhr region is breathing a sigh of relief, as new, strict EU import quotas are providing a boost to thyssenkrupp's high-margin specialty steel division. The stock has responded by continuing its upward trend. But it is not just the DAX heavyweights attracting attention. Developments in North America are also noteworthy, as NU E Power Corp., an energy infrastructure developer, is reporting project updates following its non-binding letter of intent to acquire a 100% interest in the Hays project. The company's technical chart patterns are also noteworthy. We take a closer look at the latest developments at these three companies, including their operational progress, market environment and technical chart patterns.
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Commented by Fabian Lorenz on September 29th, 2026 | 07:20 CEST
Problems at HelloFresh? Opportunities at D-Wave Quantum and Standard Uranium?
Could HelloFresh shares fall below EUR 2? Analysts are cutting their price targets following the profit warning. mwb considers EUR 1.80 fair value for the meal-kit delivery company's shares and points to a problem with its business model. At the beginning of the year, the stock was still trading at EUR 6. Uranium stocks have disappointed investors so far in 2026. Despite a continued positive long-term supply-and-demand situation, the sector has been in the red since the start of the year. However, that is precisely where John Bey sees opportunities. In an interview, the Standard Uranium CEO offers an optimistic outlook. D-Wave shares have yet to set the world alight. Now, the details of the partnership with the US government have been released.
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Commented by Stefan Bode on September 28th, 2026 | 07:25 CEST
Strategic Acquisitions, Niche Markets and Supply Chains: Logitech, Shelly, Schneider Electric and Zefiro Methane
Created and Published on Behalf of Zefiro Methane Corp.
Multi-billion-dollar acquisition offers, government-subsidised niche markets, and unexpected operational headwinds are shaping current market activity. While strategic bidders pursue high-margin software growth with substantial valuation premiums, specialized infrastructure service providers benefit from regulatory tailwinds, insulated from cyclical commodity prices. At the same time, the recent share price pressure at an established technology provider highlights how sensitively the stock market reacts to supply chain risks, despite solid balance sheets. We take a look at the opportunities and risks facing the three companies.
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Commented by Lars Winter on September 28th, 2026 | 07:00 CEST
Exciting Stock Stories and Plenty of Upside Potential: Lahontan Gold, United Internet and Generac in Focus
Exciting stock stories sometimes begin where investors least expect them—in an old gold mine, the expansion of a telecom network or the market for backup generators. Canadian explorer Lahontan Gold recently delivered positive news on its Santa Fe mine in Nevada, which could provide fresh momentum for the stock. Meanwhile, German MDAX-listed United Internet aims to finally turn a profit again after years of heavy spending. And US generator specialist Generac has gained a customer in Amazon that could significantly accelerate its power business. We take a closer look at these three promising stocks and the latest news driving their investment stories.
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Commented by Lars Winter on September 25th, 2026 | 07:15 CEST
Standard Uranium, 2G Energy and Secunet: Three Stocks with Promising News Flow and Upside Potential
A single drill core can have a greater impact on a small-cap resource stock than a major order does on an established machinery manufacturer. What matters is how much a piece of news changes the picture. Standard Uranium is hoping for a major discovery in Canada, 2G Energy is supplying power plants for the AI boom, and Secunet is benefiting from the demand for digital security. We present three exciting stories with promising news, but different risks and outlooks.
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Commented by Nico Popp on September 22nd, 2026 | 07:40 CEST
Climate Protection as a Source of Returns: Companies Like BP Face Demand, Halliburton Hesitates and Zefiro Steps In
Created and Published on Behalf of Zefiro Methane Corp.
Forests, farms and abandoned industrial sites across the US may seem idyllic, but they often share a barely visible problem: an odourless gas is escaping from the ground that warms the climate many times more powerfully than carbon dioxide. Countless orphaned wells are left to rust away because the companies that once operated them have long since gone bankrupt. State authorities are now taking action, requiring those responsible to clean up these environmental liabilities. While companies struggle under these regulatory requirements, well-plugging specialist Zefiro Methane is turning environmental risks into tangible opportunities for investors.
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Commented by Stefan Feulner on September 22nd, 2026 | 07:00 CEST
Shell, A.H.T. Syngas, OPAL Fuels: Turning Waste into Energy
Waste, biomass and CO₂ are evolving from disposal problems into energy feedstocks. This creates a massive market: airlines need alternatives to fossil kerosene, industrial companies seek substitutes for natural gas, and even landfill gas can be converted into electricity or fuel. The key factor will be which technologies can economically convert these raw materials into usable energy. This marks the start of a race involving everyone from energy conglomerates to specialized plant manufacturers.
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Commented by Fabian Lorenz on September 21st, 2026 | 07:45 CEST
Following Stock-Market Legend André Kostolany: Are Siemens Energy, BioNTech or HPQ Silicon Contrarian Plays?
Contrarian investors, take note! The stock market does not always behave rationally. Stock-market legend André Kostolany liked to compare the relationship between a company's performance and its share price to a man out for a walk with his dog. Sometimes the dog runs ahead, sometimes it lags behind, but ultimately both move in the same direction. HPQ Silicon appears to be a case in point. While the company has been releasing one positive announcement after another, its stock has come under pressure. This discrepancy is precisely what makes the stock interesting for contrarian investors. Siemens Energy presents almost the opposite picture. The stock has already priced in a great deal of growth, while analysts are recommending a "Sell". And what about BioNTech?
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Commented by Lars Winter on September 21st, 2026 | 07:05 CEST
Zefiro Methane, Shell and Siemens Energy: Three Promising Stocks with Plenty of Energy and Upside Potential
Created and Published on Behalf of Zefiro Methane Corp.
When an oil well runs dry, the producer's business eventually ends. For Zefiro Methane, that is when it really begins. The North American environmental services provider plugs orphaned wells and remediates contaminated sites left behind by the fossil fuel industry. New multimillion-dollar contracts are putting the small-cap stock on the radar. Shares of Shell and Siemens Energy round out this trio from the energy and commodities sector, with strong cash inflows and bulging order books. In our stock review, we take a closer look at these three companies, their energy and their upside potential.
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