Hydrogen
Commented by Nico Popp on June 24th, 2021 | 11:59 CEST
Plug Power, NEL, Pure Extraction: Hydrogen on hold - here is what's next
Hydrogen is clean and suitable for storing large amounts of energy. Especially around trucks, ships and even airplanes, the technology is under discussion. Moreover, if the hydrogen is produced using renewable energies, the energy source is even essentially climate-neutral. Nevertheless, the sky is not currently full of violins for all hydrogen companies. Why? The competition is growing, and not every area of application is proving to have a promising future.
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Commented by Stefan Feulner on June 23rd, 2021 | 13:33 CEST
Varta, dynaCERT, Nordex - Strong development
Renewable energies are essential concerning the targeted climate neutrality. For the long-term success of the energy transition and climate protection, alternatives to fossil energy sources are being sought. The switch to the new sources of photovoltaics, wind, hydrogen or geothermal energy opens up new economic sectors with considerable potential. Many companies have recognized the signs of the times, already initiated the turnaround and are now facing a bright future.
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Commented by André Will-Laudien on June 23rd, 2021 | 13:14 CEST
FuelCell, NEL, Enapter - Hydrogen on the rise again!
It was quiet around the hydrogen stocks for a few months. Although we see high stock market turnover, the prices tended to move sideways. Yesterday there was good quarterly news from Plug Power, sales are increasing, but the loss continued to grow because of their high investment costs. The whole industry was caught in the downward trend, but in the last 4 weeks, there was a small revival of the stocks. The independent research organization SINTEF from Norway forecasts a massive market for hydrogen with a demand of over 100 million tons by 2050. We take a brief look at the protagonists' cards.
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Commented by Stefan Feulner on June 17th, 2021 | 15:44 CEST
Deutsche Bank, Enapter, LPKF - Profit from the green future!
Last year's boom topic, hydrogen, has suffered its first setbacks on the stock market. Industry leaders such as Nel ASA, Plug Power and Ballard corrected sharply in the first half of the stock market year. The valuations of the companies around the green future industry were too high. Nevertheless, it is becoming increasingly clear that decarbonization and the achievement of climate targets are not possible without green hydrogen. Politicians have recognized the signs and released more than EUR 8 billion in subsidies just last month. Take advantage of the second wave.
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Commented by Stefan Feulner on June 16th, 2021 | 12:21 CEST
Nel ASA, Pure Extraction Corp., Ballard Power - Advantage hydrogen!
While the stock market darlings of the past year, hydrogen shares, are still working on their chart-technical bottoming phases after heavy price losses in the spring, the topic is at the center of political attention concerning the energy turnaround. According to the Ministry of Economic Affairs, hydrogen is the missing piece of the puzzle so that climate protection can succeed in industry and the economy remains competitive at the same time. This week alone, the federal government released EUR 1 billion in funding for six hydrogen projects in Bavaria.
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Commented by Nico Popp on June 14th, 2021 | 08:48 CEST
NEL, dynaCERT, Volkswagen: Investment ideas from conservative to speculative
The automotive industry is on the move again! Premium manufacturers, in particular, are enjoying good business. Although the trend is towards electric cars, there are alternatives, especially for trucks and other machinery: In recent months, hydrogen titles have been elevated to a pedestal in the media. But despite its good prospects, the technology is not yet ready. We explain what forms of mobility are available and how investors can invest.
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Commented by Carsten Mainitz on June 11th, 2021 | 11:59 CEST
Plug Power, Enapter, Siemens Energy - Hydrogen boom, the next round!
The accounting crisis at the hydrogen industry leader, Plug Power, unsettled investors and forced the entire sector to correct. With the presentation of the corrected annual financial statements in mid-May, this already seems to be water under the bridge. Many stocks quickly began to rally again, as if nothing had happened. But how long can this continue? Are we already seeing the first signs of overheating? It is now essential to focus on companies that produce a steady and sustainable positive news flow.
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Commented by Carsten Mainitz on June 1st, 2021 | 09:20 CEST
dynaCERT, Plug Power, Nel ASA - Hydrogen stocks pick up speed again!
Undeniably, 2020 was a fantastic year for stocks even remotely involved in hydrogen technology. It seems all too obvious that hydrogen will become an essential part of the new energy mix and play a central role in most major industrial and transportation projects. Whether as a fuel in the automotive industry (both for combustion and in fuel cell technology) or as a storage medium for smart power grids, the high-energy gas that burns only to form water is seen as the answer to many questions. Then, in early 2021, a trend reversal. Too many uncertainties about the green production and usability of hydrogen technology unsettled investors, so a correction followed. Now, however, hydrogen stocks are starting a new rally, and those who were too late last time should think about getting in now.
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Commented by André Will-Laudien on May 27th, 2021 | 08:40 CEST
NEL, Plug Power, FuelCell, dynaCERT: Hydrogen stocks - is there a comeback?
At the start of the year, they were the hit stocks - the hydrogen stocks. The expectation was that governments would heavily subsidize hydrogen alongside electromobility to help another green alternative to the internal combustion engine get off the ground. The idea was good but failed on only one point: battery-powered vehicles already exist in large numbers, but H2 vehicles suitable for mass production do not yet exist. With a lack of products, no tax rebates or the like can be granted either. So today, the private consumer can only choose one green technology, the electric or hybrid drive. Is there still a future for hydrogen values?
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Commented by Armin Schulz on May 19th, 2021 | 10:41 CEST
Nikola, dynaCERT, Ballard Power - Hydrogen market facing a turnaround?
Until mid-January, the shares of hydrogen companies knew only one direction, and that was steeply upwards. With just one or two negative news pieces, such as the balance sheet adjustments at Plug Power, and the prices went into a downward spiral. The environment could hardly be better. The US and Europe want to invest more in the hydrogen sector to achieve their ambitious climate targets. There are many applications for hydrogen, such as making energy storable and transportable and using fuel cells for propulsion. Today we take a look at three stocks in this sector.
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