Hydrogen
Commented by Juliane Zielonka on April 26th, 2024 | 07:00 CEST
HelloFresh, First Hydrogen, Amazon: Growth in the Courier, Express, and Parcel industry
The courier, express, and parcel industry (CEP) is a true growth engine. CEP companies currently employ almost 260,000 people, more than 50% more than ten years ago. Consumers worldwide are increasingly opting for direct deliveries to their homes, whether for food or retail orders. The food company HelloFresh is benefiting from this. The figures from the first quarter of 2024 impress analysts and investors alike. Increasing delivery traffic in cities needs new solutions. This is where First Hydrogen comes into play. The Company focuses on hydrogen-powered commercial vehicles for urban deliveries. The advantage of First Hydrogen's vans is their unbeatable range of over 600 km with just a single refueling. Amazon is also scaling up its food delivery services. In the US, they are enticing Prime subscribers to take advantage of delivery benefits for groceries. This is not at all popular in Europe and violates many consumer laws. We provide the details.
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Commented by Juliane Zielonka on April 25th, 2024 | 06:30 CEST
dynaCERT, Nordex, Plug Power - Clean solutions for the environment with potential returns
Greece's capital, Athens, has been struggling with extreme air pollution caused by dense Saharan dust since Wednesday. The red mineral dust causes severe lung problems and has led to numerous emergency admissions in the metropolis. Three companies are currently providing a breath of fresh air on the stock markets. The Canadian company dynaCERT focuses on clean air through patented electrolyser technology that reduces pollutant emissions in the booming logistics sector. Wind turbine manufacturer Nordex is also causing a stir among analysts. The Hamburg-based company impresses with full order books and good figures. A court in New York will now decide retrospectively whether CEO Andy Marsh's words regarding the operational business at Plug Power are just hot air or have real substance.
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Commented by Fabian Lorenz on April 16th, 2024 | 07:55 CEST
Drumbeat at TUI! Caution with Renk and Nel! dynaCERT Stock with Potential!
A drumbeat is sounding at TUI! In an interview, the tourism group's CFO hints that shareholders can soon look forward to a dividend again. On the other hand, tensions in the Middle East are causing short-term uncertainty in tourism shares. Conversely, defense stocks are once again benefiting from the possibility of an escalation. However, analysts currently see little further potential for Renk. The retrofit kits from dynaCERT offer great potential for reducing emissions from diesel vehicles. If VERRA clears the way for CO2 certificates, the share could go through the roof. Is the Company preparing for this with a personnel change? In contrast, the Nel share seeks support, and tomorrow promises to be exciting.
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Commented by Fabian Lorenz on April 16th, 2024 | 07:20 CEST
Plug Power deeply in the red! Thyssenkrupp Nucera and First Hydrogen shares with positive newsflow and upside potential!
Not only is Plug Power's share price in the red, but also its earnings for the year 2023. Losses at the US company are still growing faster than revenue. Together with its struggling industry peer, Nel ASA, Plug is dragging down the entire hydrogen sector. However, there are positive developments. For example, the hydrogen-powered fuel cell commercial vehicle from First Hydrogen in England has impressed in test drives under real conditions. The Company is currently valued at only CAD 50 million and offers an entry opportunity. Analysts also see more than 100% upside potential for Thyssekrupp Nucera. Is the wheat separating from the chaff in the hydrogen sector?
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Commented by Armin Schulz on April 10th, 2024 | 07:30 CEST
Nel ASA, First Hydrogen, Nikola - Hydrogen on the rise
With the development towards a clean and efficient logistics industry, hydrogen is gaining importance as a forward-looking energy carrier. Continuous innovations in fuel cell technology and storage systems are making it increasingly competitive. This technological progress, coupled with government incentives to expand the necessary infrastructure, is paving the way for widespread adaptation in the logistics sector. Pilot projects are already validating the practical suitability and paving the way for more extensive implementation in the logistics sector. Recently, there have been positive signals from the three hydrogen companies we are looking at today.
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Commented by André Will-Laudien on April 5th, 2024 | 07:15 CEST
AI, Defense, and Hydrogen - The explosive mix: Super Micro Computer, First Hydrogen and Renk Group
After an extended rally on the NASDAQ, in the DAX-40 and most recently in the Nikkei 225, sector rotations are now setting in. The next few weeks will show whether the AI sector has already turned around. Only once in stock market history has there been a stronger first quarter for a particular sector. The hydrogen hype in the transition from 2020 to 2021 was when Plug Power saw its share price increase twentyfold. It is hard to believe what liquidity-spoiled stock markets can achieve. Now, however, investors should keep their eyes open, as the artificial intelligence and defense sectors are similarly overinvested, just as H2 stocks were a few years ago. The time for reallocation has likely come.
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Commented by André Will-Laudien on April 4th, 2024 | 07:30 CEST
React now: Reap armaments soon and reinforce hydrogen! Rheinmetall and Hensoldt versus Plug Power and dynaCERT
The stock market is currently very selective. Artificial intelligence and armaments will continue to be favored, while hydrogen and lithium stocks remain unpopular even after Easter. That is just the way it goes; the market gives and takes. All sectors under consideration have already generated several hundred percent returns over the past two years, but timing has always been crucial. We analyze the current situation based on trends and indicators. The time for a tactical reallocation seems imminent.
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Commented by Armin Schulz on March 28th, 2024 | 08:45 CET
TUI, dynaCERT, Evotec - The profit is in buying
In the world of the financial markets, the timeless maxim applies: "The profit is in buying". This tried and tested stock market adage, which may seem trivial at first glance, is actually the key to financial success. Indeed, the price at which an investment is purchased often determines its subsequent triumph or failure long before the sale is even considered. Despite advances in technology and the complexity of markets, the basic lesson remains - buying wisely and at a well-considered price lays the foundation for profits. We have picked out three interesting candidates.
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Commented by Stefan Feulner on March 26th, 2024 | 07:15 CET
BYD, First Hydrogen, XPeng - When will the rebound follow?
In addition to the DAX and the Dow Jones, the technology-heavy Nasdaq also celebrated another all-time high. With three more interest rate cuts forecasted by the Fed for this year, there is still significant upside potential for the more capital-intensive stocks. The rally is mainly being driven by the Magnificent Seven. Behind them are promising companies that are still lagging far behind their price potential.
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Commented by Juliane Zielonka on March 21st, 2024 | 06:45 CET
Energy in transition: RWE, Kraken Energy, and Plug Power in focus
The energy sector remains in flux. RWE was able to double its adjusted EBITDA. CEO Markus Krebber, who has been in office since 2021, is doing everything he can to make the energy giant fit for renewable energies. Under the term "Phaseout Technologies," he aims to bid farewell to nuclear energy and fossil fuels. However, nuclear energy is a low-carbon and adequate supply for many industrialized nations. There are 93 reactors in the USA alone, which account for 20% of the national energy supply. This is reason enough for Kraken Energy to explore uranium deposits in the US in order to establish the shortest possible supply chains. The US is also a pioneer in hydrogen technologies. Plug Power can, therefore, look forward to a considerable amount of government funding and is becoming a job engine...
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