GreenTech
Commented by Armin Schulz on October 10th, 2023 | 08:50 CEST
dynaCERT, BYD, Plug Power - The future is going green
Emissions reduction is a crucial issue in today's world, as climate change is one of the biggest challenges of our time. One way to reduce emissions is to use electric or hydrogen powertrains in vehicles. Electric vehicles have gained popularity in recent years because they are emission-free and provide a viable alternative to conventional combustion engine vehicles. However, the necessary infrastructure is not yet available for both technologies. So, intermediate steps are needed to achieve climate targets. Therefore, we look at a company that offers an interim solution and examine the top dogs of electromobility and hydrogen.
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Commented by André Will-Laudien on September 27th, 2023 | 08:05 CEST
The high-tech gold rush on the Nasdaq is waning: BYD, Manuka Resources, and Infineon remain on the buy list
For those investing in green or high-tech sectors, keeping an eye on the supply chains of raw materials is crucial. After all, in times of geopolitical upheaval, nothing seems more important to the industry than securing its foreign sources of critical resources. The EU and the US have already responded by adding several metals to the list of strategic elements. For the capital markets, too, the fight against global warming has become an issue that cannot be ignored. We focus on successful protagonists that can enhance any portfolio.
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Commented by André Will-Laudien on August 21st, 2023 | 07:00 CEST
The correction wave is rolling: Adyen, Almonty Industries, Nel ASA - is a 100% turnaround quickly possible?
Looking back, 2023 has been an exceptionally good stock market year. However, there has been no noticeable momentum for a few weeks now; instead, major players are trying to maintain the high level. However, the profit warnings are piling up, which we should have received for months, given the economic weakness. But the executives are taking time to lower their forecasts, hoping things improve. The fact that stocks still trended upward for months despite huge interest rate increases is due to the reawakened NASDAQ bull market with the trending topics of Artificial Intelligence and Greentech. But just hoping for falling interest rates is not enough. Now sentiment has also turned, and prices are falling. Time for us to take a look at some of the "Fallen Angels". Who will manage the turnaround?
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Commented by Stefan Feulner on August 14th, 2023 | 07:00 CEST
Plug Power, dynaCERT, Varta - Optimistic about the future
Amid global efforts to meet climate targets, renewable energy has established itself as the centerpiece of the energy transition. Since the beginning of the decade, listed companies in this sector have felt a tailwind fueled by billions in subsidies from policymakers. But the current horizon is cloudy. Unexpected delays and deep red figures dominate the scene. Nevertheless, drastically lower market valuations could open the door to potential long-term returns for investors.
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Commented by André Will-Laudien on August 1st, 2023 | 08:20 CEST
Which now? Battery power or hydrogen? BYD, Altech Advanced Materials, BASF, Nikola Motors
The question of what future mobility will look like has yet to be entirely resolved. Currently, the governments in office are propagating the electric drive. However, after the fire on the "Fremantle Highway" in the North Sea, the question of the safety of the Li-ion batteries currently in use has arisen again. And who will pay for the EUR 500 million damage to the wrecked freighter? This does not even take into account the possible ecological inferno for the North Sea. EV batteries are expensive and require enormous resources to produce, yet there is no legal obligation to dispose of used batteries properly. Very short-term thinking, but Berlin is currently shining on issues of a curious nature. Where are the opportunities for us investors?
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Commented by André Will-Laudien on July 4th, 2023 | 07:50 CEST
Nucera IPO boosts Greentech shares: Varta, Manuka Resources, BASF and ThyssenKrupp on the buy list
Many companies have set themselves the goal of contributing to offsetting man-made emissions and combating climate change. One proven means is gradual decarbonization, for example, in the energy-intensive heavy industry sector. The IPO of ThyssenKrupp's hydrogen subsidiary, Nucera, is important from this perspective because the newly raised funds will be used to advance green steel production. It is a German project that could set an international precedent. We take a deeper look into an emerging sector.
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Commented by André Will-Laudien on June 22nd, 2023 | 07:00 CEST
A lot of movement can be expected here: Covestro, Globex Mining, and Nikola - The focus is on 100% returns!
Greentech is politically promoted and booming. Many stocks are traded on the stock market with this fantasy. But what is really technologically feasible? Those seeking to switch from fossil energy to electric forms often overlook the sometimes poor efficiency in converting fossil primary energy sources to electricity from the socket. Truly green solutions are defined per se by applications that improve the overall energy balance of the goods moved or even achieve a net-zero impact. Access to cheap raw materials, especially high-tech metals, is a prerequisite for all endeavours. We look forward to interesting price movements in the sector.
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Commented by Juliane Zielonka on June 16th, 2023 | 07:00 CEST
Defiance Silver Corp., BASF, Ballard Power - Precious metals drive renewable energy to peak performance
Silver is essential to booming industries and is characterized by high conductivity of heat and electricity. Defiance Silver Corp., a Canadian exploration company, has achieved the broadest and highest-grade mineralization to date in its drilling at the San Acacio project in Mexico. Results from 4 of the 6 drill holes confirm the promising potential in the Veta Grande area. Meanwhile, BASF is collaborating with a Chinese green shipping partner to deploy its onboard CO2 capture system for decarbonization. Ballard Power is considering just the opposite. The Canadian battery manufacturer has doubts about China being a reliable partner. The call for money in the form of government subsidies makes them hesitant.
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Commented by Stefan Feulner on June 14th, 2023 | 07:55 CEST
Ballard Power, Regenx Tech Corp., FuelCell Energy - Greentech with signs of life
Hope dies last. Despite the rosy outlook with regard to achieving the climate targets, most shares from the renewable energy and electromobility sector have fallen sharply in recent months. Especially companies from the hydrogen sector performed far weaker than the broad market. With an optimistic statement from Plug Power CEO Andy Marsh regarding the achievement of short-term sales targets, several stocks closed in the green by double digits. This momentum may now have heralded at least a short-term rally.
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Commented by André Will-Laudien on June 7th, 2023 | 08:30 CEST
Billions with Artificial Intelligence? Nvidia, Grid Metals, Deutsche Telekom, Apple - Short sellers spotted!
The stock market is not a one-way street. Some investors have recently experienced this firsthand. Because in the "ups and downs" of sentiment, new trends are constantly emerging. The biotech sector, for example, has been falling for more than a year, and the charts keep reaching new lows. In 2020, cannabis stocks made a splash, with the related index, POT, increasing tenfold since 2018 to about 1100 points. However, yesterday it reached a new all-time low with 45.5 points or a 95% loss. Currently, investors are trying to ride the wave of "Artificial Intelligence" (AI), with stocks like C3.ai, Nvidia, Microsoft, and Palantir all performing well in 2023. A new megatrend is underway here that, according to experts, will continue for several years. How long this boom will yield returns is unknown, but these stocks are currently performing strongly.
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