GreenTech
Commented by André Will-Laudien on November 29th, 2022 | 11:10 CET
Hydrogen from Qatar: Nel, Plug Power, dynaCERT and ThyssenKrupp, winners in H2 fever!
"The accelerated expansion of hydrogen supply chains is central to the transition to sustainable energy." Economics Minister Habeck welcomed the planned cooperation between German companies and Emirati producers of hydrogen. For this purpose, there is a new research cooperation between the Fraunhofer Institute and the Ministry of Energy of the United Arab Emirates. Of particular interest to Germany is the production, storage and delivery of green hydrogen to the EU. Whether the FIFA World Cup will help to deepen industrial relations in this field is not certain. But what is important is that hydrogen technology is finally gaining momentum worldwide. We take a look at the protagonists in the round-up for important investments.
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Commented by André Will-Laudien on November 23rd, 2022 | 10:06 CET
GreenTech takes off again: BASF, Meta Materials, Nordex, JinkoSolar - Is there a quick comeback?
For the rapid expansion of "renewable energies", the traffic light coalition has presented a 500-page package of measures this year. With its help, the share of alternative power generation is to be increased as quickly as possible from the current level of around 50% to about 80%. According to reports from Berlin, the necessary approval loops with authorities will be drastically shortened. However, a prerequisite for this would be the population's approval for any encroachments on property in terms of distance regulations, noise and residential quality. It is here where things are currently hitting a snag because the government's bill includes extensive encroachments on nature and major sacrifices by residents in order to serve the common good. But with no one pushing forward on this issue, skepticism about quick success is warranted. Who are the big beneficiaries of climate technology progress?
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Commented by André Will-Laudien on November 9th, 2022 | 11:11 CET
Energy supply in Germany: Nordex, Siemens Energy, TubeSolar, JinkoSolar - With green power ahead!
The calendrical winter is not far away. The German government proclaims that with the measures taken, wintering is possible in Germany. Given the currently 98.5% filled gas storage facilities, the emergency has been overcome. However, experts expect supply bottlenecks by January at the latest and the need to distribute the available gas fairly among its customers. Will BASF then receive its required gas volume and all households 8.7% less - or what will the calculation look like? Difficult - this is where the dilemma facing Central Europe becomes apparent. The loss of Russian energy supplies cannot be remedied in the short term - but in the long term, GreenTech alternatives could create our security of supply. Let us take a look around for suitable investment opportunities.
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Commented by André Will-Laudien on November 8th, 2022 | 10:15 CET
Varta, Kleos Space, ThyssenKrupp: Wrongly valued? It cannot be!
What a wild ride! The US technology exchange NASDAQ fell by a full 33% in the last 12 months, while the German standard share index DAX fell by only 16%. That is astonishing because the leading German index usually reacts disproportionately to the US growth stocks. Ultimately, however, it is becoming clear that foreigners dominate German share prices. After all, if the euro's currency losses are considered, both indices are back on par. The euro has, after all, also depreciated by 15% since a year ago. Some high-tech stocks in Germany lost significantly more than average. We take a closer look.
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Commented by André Will-Laudien on November 2nd, 2022 | 13:34 CET
GreenTech shares jump! Siemens Energy, Defense Metals, JinkoSolar, and Nordex in focus
Fossil energy supply is becoming increasingly expensive. The political disappearance of supplier and commodity giant Russia is creating a dangerous undersupply, especially for Central Europe. The approaching winter could pose problems, and the industry might have to deal with rationing in the medium term. Products are becoming considerably more expensive to produce, and as a result, selling prices on the shelves are also increasing. The inflationary spiral is thus spiraling upward, and sales are falling. Meanwhile, GreenTech solutions are more in demand than ever for the purchase of energy. Which shares are playing to the fore here?
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Commented by André Will-Laudien on October 21st, 2022 | 11:03 CEST
100% chance with ThyssenKrupp, Varta, Tocvan Ventures and Nel ASA: Lay the foundation for the future now!
Currently, the daily news is not a source of much joy. However, there are opportunities in many of the reports that can quickly turn into cash after the current correction. It seems crucial to focus on stocks that, despite an adverse environment, keep their medium-term goals in mind and can demonstrate a robust business model. Here are some examples showing long-term development potential.
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Commented by André Will-Laudien on October 19th, 2022 | 14:10 CEST
These stocks are fighting the energy crisis: BASF, Nel ASA, JinkoSolar and Globex Mining
The current energy crisis is a homemade problem that has been felt primarily in Europe since the start of the war. For decades, Europe has relied on raw material supplies from Russia, and now, these have been sanctioned. Although the "old continent" has already made astonishing progress in upgrading its renewable energies, there is a threat of further price increases, blackouts and even electricity rationing if gas and oil supplies fail to materialize in the coming winter. By mid-2022, there were green power yields of between 43% and 61% of grid capacity, fossil fuels now account for only 15 to 20%, and nuclear power has been contributing only about 3.5% for several years. Nevertheless, a difficult winter probably looms because the fossil component is more than uncertain. Equity investors should look closely at who can prevail in this environment.
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Commented by Stefan Feulner on October 6th, 2022 | 11:43 CEST
Nordex, Cardiol Therapeutics, Rock Tech Lithium - Great opportunities in bombed-out stocks
The market correction of recent months due to geopolitical conflicts, fears of recession, and rising interest rates have taken their toll. While the broad market indices such as the DAX with 23% or the NASDAQ 100 technology index with 30% slipped into the red zone year-to-date, growth and financially intensive stocks, in particular, have suffered losses of over 70% in some cases. Despite corporate successes, the stocks have been sold off and are trading below their cash levels in some cases. In the long term, these are outstanding entry opportunities for patient investors.
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Commented by André Will-Laudien on October 5th, 2022 | 12:37 CEST
E-mobility and hydrogen: BYD, Almonty Industries, Thyssen, Nel ASA - Things are really starting to happen now!
In the current geopolitical constellation, the globalized world is showing its real weaknesses. For commodity-dependent Europe and especially Germany, the situation even presents itself as a medium-term showstopper for industry because as winter approaches, governments will have to decide where the remaining gas reserves may be drawn from. But if there is not enough, the decision will likely be made in the direction of the population, and the industry will then have to look for alternatives. Despite the cost of electricity, e-mobility seems to be finding its way, and hydrogen is also slowly getting off the ground. What does this mean for individual stocks?
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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?
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