Commented by André Will-Laudien on September 30th, 2022 | 12:36 CEST
Higher, faster, further: BYD, Infinity Stone, Porsche, Varta - The energy transition stock portfolio is wanted!
The words "energy turnaround" are used a lot in public. The majority understand it to mean the use of GreenTech to generate energy while avoiding dangerous climate gases. Unfortunately, the leaks from the Nord Stream 2 pipeline, which is not in operation, are leaking the amount of gas into the atmosphere every day that the state of Denmark consumes in an entire week. This makes us painfully aware of how strongly warlike actions counteract efforts to save the climate. On the stock market, it is important to turn our gaze away from current events and toward a more peaceful future, where good ideas for sustainable change will also be rewarded. Which stocks belong in the portfolio?Read
Commented by André Will-Laudien on September 27th, 2022 | 13:49 CEST
Energy for the stock market! Siemens Energy, TubeSolar, Nel ASA, Plug Power - Green innovations are needed now!
Many innovative companies are working on sustainable solutions to reduce the colossal dependence on fossil fuels, sometimes with success and sometimes with less noteworthiness. For investors, it is important to note that most of the ideas have German engineering behind them, a testament to our high-performing education and training system. Some very creative start-ups go public quickly and boldly to refinance themselves. Other large companies are already long-listed and now have to watch their formerly lush valuations melt away in the sun. The selection of portfolio stocks is important, so it is always advisable to mix standard stocks with hopeful ones, which lowers the risks. We make a selection.Read
Commented by Nico Popp on September 27th, 2022 | 10:50 CEST
GreenTech shares have been booming in recent weeks, and rightly so: regenerative energy sources and innovative drives are now often even cheaper than proven technology. Coupled with zero emissions, this is a decisive advantage. We explain why some shares are nevertheless weakening and show where there are interesting opportunities.Read
Commented by André Will-Laudien on September 26th, 2022 | 11:36 CEST
The daily analysis of stock market movements may not be an absolute joy for many investors at the moment. Nevertheless, in addition to numerous burdens, there are also bright spots. The warehouse logistics expert Kion is a long-term growth stock available now at 80% below its high. At rare earth explorer Defense Metals, initial drilling is delivering good results. GreenTech stocks JinkoSolar and Nordex should benefit from the boom in alternative energy generation for many years to come. As the saying goes, "Buy when the guns are roaring!" - they have been doing that for seven months now. Is the next rally already lurking around the corner?Read
Commented by André Will-Laudien on September 24th, 2022 | 21:30 CEST
The green wave keeps rolling! Siemens Energy, Nel ASA, Alpha Copper, Plug Power - Copper now at 7,800!
Not enough copper is being mined! Despite this, the price has recently corrected by about 25%. It is mainly due to the worse economic expectations for the coming years. The orders are therefore falling, and the price is also falling slightly. However, the warehouses, due to many strong basic trends such as electromobility, will soon ensure that there will be a renewed shortage. These recurring economic trends, the increasingly difficult supply chain issue and the now high-interest rates are causing high planning uncertainty. Ultimately, they also weigh on mine output locally. We look at the opportunities and risks of the green wave!Read
Commented by Armin Schulz on September 12th, 2022 | 11:59 CEST
The stock market environment for growth stocks has clouded over significantly. Rising inflation, growing interest rates and fears of a recession are causing uncertainty among investors. If, as many experts suspect, inflation is significantly curbed in 2023, the headwind for growth stocks should ease. The first investors are already speculating on this. They are taking advantage of the opportunity to add growth stocks to their portfolios, which will then take off again in the future. As an investor, it is important to ask yourself whether you are prepared to hold a stock for at least 10 years. After all, it often takes a long time to become a stock market star that generates high profits. Today we look at three companies that have what it takes to bring joy to their shareholders in the future.Read
Commented by Nico Popp on September 5th, 2022 | 14:04 CEST
Many CEOs of young companies set lofty goals for themselves. In the GreenTech sector, it currently looks as if many of these goals will come true: Industrial companies are seeking collaborations with young companies by the dozen. We explain the advantages this offers investors and how investors can seize opportunities using several examples. Let's start with one of last week's high flyers.Read
Commented by André Will-Laudien on September 1st, 2022 | 11:04 CEST
The sharp rise in energy raw materials is an opportunity to accelerate electrification. However, in order to really relieve the atmosphere of harmful gases in this process, we need a lot of GreenTech ideas that allow us to generate energy sparingly from our existing natural resources. Copper is one of the central raw materials around which innovations revolve. Without this red metal, building electric motors and transporting huge amounts of electricity over land would be impossible. They must now be explored and developed. The race against time is already in its third round! Which shares are at the forefront?Read
Commented by André Will-Laudien on August 31st, 2022 | 14:15 CEST
According to the traffic light coalition, subsidies for e-mobility will continue until about 2025 but will decrease by an average of about 30% annually. In the future, the top models will be subsidized even less, and the subsidy for hybrids will already expire at the end of the year. Vehicles costing over EUR 65,000 will no longer be subsidized at all. The environmental bonus tax pot comprises EUR 3.4 billion and will not be increased any further. However, it is important that hydrogen-powered vehicles also benefit from subsidies. Currently, however, there is a lack of models for the mass market. For the e-industry, there are still bottlenecks in battery technology and lithium availability. Against this background, the industry will still have a lot of work to do to get climate change in mobility on the road. Where are the opportunities?Read
Commented by André Will-Laudien on August 25th, 2022 | 13:12 CEST
Since Joe Biden's Climate Bill, GreenTech stocks have been on everyone's lips. That is because, in addition to the EU, the US now also wants to step on the gas pedal significantly. It is all about investing in the future of climate protection. This primarily involves technologies for alternative energy generation, such as solar or wind power plants. Equally in focus, however, are the drive technologies for the many vehicles on our roads. The pivotal point is strategically important metals; they are rare and highly sought after. International dependence on China makes many projects a tough balancing act. But some companies are well positioned. Have they already gone too far?Read