GreenTech
Commented by André Will-Laudien on February 17th, 2025 | 07:35 CET
Shooting star Rheinmetall continues to rise - Greentech stocks like Nel, dynaCERT, and Plug Power are in the starting gate!
With the start of the security conference, they were back – the defense stocks. Rheinmetall thus exceeded the EUR 800 mark for the first time. The DAX 40 index is also doing brilliantly, currently at 22,600, well ahead of the NASDAQ. Now, rumors of peace talks are circulating, but the stock market is still not quite believing it. The losers of recent months were, not least, due to the re-election of Donald Trump, the greentech stocks. They were simply ignored in the face of the "climate change deniers" from the White House. But the charts no longer reached new lows. This is reason enough for us to refocus on these stocks. dynaCERT made its first leaps with the VERRA certification, but there is still much more potential. Selection remains key!
ReadCommented by André Will-Laudien on January 23rd, 2025 | 07:45 CET
Trump is back! NATO rearmament with Rheinmetall, Renk, Hensoldt and Nova Pacific Metals
After a grand inauguration night, the 47th US President Donald Trump is diving straight into government business. The first decrees include an exit from the WHO and the Paris Climate Agreement. At the same time, he repeated his demand that NATO countries drastically increase their investment budgets if they expect to continue to be protected by the US. What this could mean for the planet is alarming. For the stock market, this means getting out of Greentech stocks and into high-tech and defense for the time being. Strategic metals are also coming back into focus because nothing will move forward without them. Where can investors still make a return now?
ReadCommented by Stefan Feulner on January 20th, 2025 | 07:30 CET
Daimler Truck, First Hydrogen, Siemens Energy – Hydrogen with rebound potential
From a stock market perspective, 2024 was a year to forget for companies in the hydrogen fuel cell segment. Companies like Plug Power and Nel ASA faced significant setbacks, continuing to shed the inflated valuations that had ballooned since the pandemic lows. There is no question that hydrogen technology remains fundamental to the climate turnaround. However, smaller, innovative competitors are now pushing their way to the fore and could benefit disproportionately from the next upward wave.
ReadCommented by André Will-Laudien on January 13th, 2025 | 07:10 CET
Greentech stocks make a flying start in 2025 – Tax package on the way? Nel ASA, dynaCERT, Plug Power, and Nordex in focus
The stock market kicked off the year with significant volatility. However, while the DAX 40 index is setting new records daily, the NASDAQ is consolidating at a very high level. Some profit-taking is weighing on the recently favoured "Magnificent 7" stocks, while long-neglected stocks in the greentech sector are starting to make a comeback. Canadian hydrogen specialist dynaCERT has now cleared all regulatory hurdles and strengthened its emissions trading team with the appointment of a new board member. In Germany alone, the environmental certificate market represents an annual volume of EUR 18.5 billion. We analyze which greentech stocks are now in a position to unlock their potential.
ReadCommented by André Will-Laudien on November 21st, 2024 | 07:00 CET
Make Trump love hydrogen – why not? Nel, Plug Power, First Hydrogen, thyssenkrupp and nucera
- Even though Trump ignores or denies climate change, he has an advisory team focused on the future of the US. After all, the Republican Party wants to continue to govern even after the Donald era. However, the current election result is weighing on the entire green tech sector, so investors should selectively take advantage of the current sell-off. After all, the technologies will not disappear but continue to develop in the background. Hydrogen propulsion systems still play a niche role but could become more important due to technological advances and infrastructure investments. Their future depends heavily on how effectively renewable hydrogen can be produced and made available and how costs develop compared to other zero-emission technologies. First Hydrogen is demonstrating how the logistics and transportation sector could develop under the EU's "Net Zero 2050" target! Sentiment is low, so investors should switch in time to benefit from the impending rebound.
Commented by Fabian Lorenz on July 3rd, 2024 | 07:00 CEST
Nel and Plug Power at the end? New hydrogen favourites like dynaCERT share?
Are Nel and Plug Power at the end? In any case, the latest company reports from the former hydrogen high-flyers are no longer causing share prices to soar. Investors have been disappointed too often, and both are still worth billions on the stock market. It is undisputed that hydrogen will play an important role in the energy mix of the future. But it may be time for new favourites such as the German Nucera and dynaCERT. The latter is currently strengthening its team with a former German Daimler manager and has reported another order. The Company does not want to reinvent the wheel but to reduce emissions from diesel vehicles. This seems to be easier to achieve in practice than the mega-projects of Nel & Co.
ReadCommented by Fabian Lorenz on June 19th, 2024 | 07:00 CEST
Insider alert at Rheinmetall and Thyssenkrupp Nucera! Is First Hydrogen better than Nel?
Insiders are taking action after the Rheinmetall share slipped below the EUR 500 mark in the past few days. Following share purchases last week, more board members ordered shares at the start of this week. And there is also positive news on the operational side. There is also an insider alert at Thyssekrupp Nucera. Can the German hydrogen share stop the downward trend? And should First Hydrogen be preferred over Nel? There are good reasons for this. The Canadians' hydrogen commercial vehicle has now also impressed Amazon in practical tests. The news has gone under the radar in the current negative industry environment. This presents a buying opportunity, as EUR 500 million in annual revenue potential is offset by a EUR 30 million market capitalization.
ReadCommented by André Will-Laudien on June 3rd, 2024 | 07:15 CEST
Armaments are becoming socially acceptable, and Hydrogen is finally turning! Rheinmetall, Hensoldt, dynaCERT, Nel ASA and Plug Power in focus!
Who would have thought armaments would become acceptable under a pacifist red-green government? Never before have the opportunities for German defense stocks been as great as they are now. This is because the significant increase in geopolitical conflicts has heightened the need for security in Central Europe. In addition, the EU wants to show its support for Ukraine against the aggressor Russia and is ordering substantial amounts of war materials. In contrast, hydrogen values have almost been forgotten in the last two years. But now, there could be a revival. We look at two sectors with different underlying conditions. Investors should sharpen their senses now!
ReadCommented by Juliane Zielonka on May 30th, 2024 | 07:15 CEST
dynaCERT, Mercedes-Benz, Amazon - German Engineering: technological transformations in focus
Entrepreneurs like the founders of dynaCERT are creating solutions for a cleaner environment. With a hydrogen-based bridging technology specifically for diesel engines, emissions can be reduced while maintaining the same level of efficiency. Now, the management team is being strengthened by a top-notch individual from Germany with vast experience in growth strategies. Intelligent minds are urgently needed everywhere. At Mercedes-Benz, there seems to be too much reliance on the allure of the brand and a popular model. There is hardly any other explanation for the electrification of this off-road design icon. SAP and Amazon Web Services are entering a special German-American relationship. With their joint venture, they are bringing generative AI to companies, thereby increasing productivity. Three solutions from three companies, with a focus on German expertise.
ReadCommented by Armin Schulz on May 28th, 2024 | 07:30 CEST
BYD, First Hydrogen, Deutsche Lufthansa - Mobility trends create potential
The mobility of the future will be shaped by sustainable and innovative technologies. Electric vehicles offer an environmentally friendly alternative with improved batteries and a growing charging infrastructure. Hydrogen-powered vans are particularly suitable for heavy-duty transportation thanks to their long range and quick refueling times. In aviation, engineers are working on electric and hydrogen-based propulsion systems to reduce CO2 emissions. These developments promise cleaner and more efficient mobility that improves both the environment and quality of life. We have selected one company from each sector.
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