Hydrogen
Commented by André Will-Laudien on September 9th, 2024 | 07:00 CEST
100% gains with auto stocks! BYD and dynaCERT are already on the launch pad. Are VW, BMW and Mercedes low enough yet?
Growing market shares through progress and innovation. While Chinese e-mobility is vehemently pushing into Europe, local manufacturers face a strategic dilemma. After all, combustion engines are currently still in demand, but what will things look like in 10 years? European car manufacturers currently have to pursue an expensive dual strategy in order to generate revenue. This means that they must not lose pace with developments in the electric vehicle sector while the combustion engine business continues to run at full throttle. While BMW will start series production of fuel cell cars in 2028, the Canadian hydrogen specialist dynaCERT is already in full swing. Where are the opportunities for resourceful investors?
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Commented by André Will-Laudien on September 4th, 2024 | 07:15 CEST
DAX correction - Time to sell defense stocks? Rheinmetall, Renk, First Hydrogen, thyssenkrupp, and nucera
What an incredible rally in just four weeks! At the beginning of August, the DAX 40 index was still at 17,200 points - yesterday, for the first time, it was close to the 19,000 mark. And all against the backdrop of a flimsy interest rate cut announcement from the US. Once again, investors are betting on a big wave of interest rate cuts, but will they materialize? Although inflation is falling slightly, the price of goods and services has risen by a good 50% in the last four years. We are not referring to the misleading consumer price index of the statisticians but rather to the "menu of the people." We are talking about restaurants, consumption, mobility, and housing. The most significant increase has likely been in the housing sector, where energy prices, insurance costs, and rents have risen dramatically. Soon, even homeowners will be affected by property tax, as the wheel of inflation continues to turn. Equities have once again surged ahead as war and expensive raw materials fuel the market. Where are the opportunities for investors?
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Commented by Fabian Lorenz on September 4th, 2024 | 07:00 CEST
BMW focuses on hydrogen! Takeover (fantasy) at BYD, Nel and dynaCERT
BMW recently sold more electric vehicles in Germany than Tesla. However, the Munich-based company does not want to rest on its laurels and is working on various propulsion systems - including hydrogen! BMW plans to intensify its collaboration with Toyota on fuel cells, demonstrating that hydrogen technology remains in demand among global giants. This also fuels the takeover fantasy at Nel. Could the same be true for dynaCERT? The Company's hydrogen technology reduces emissions in diesel vehicles, and the new CEO has strong connections in Europe. And what is BYD doing? So far, the German market has not been fully penetrated, but now the Chinese company is looking to make a significant push.
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Commented by Stefan Feulner on September 2nd, 2024 | 07:15 CEST
PayPal, Desert Gold Ventures, and Nel ASA facing decisive milestones
Despite fears of recession and increasing geopolitical tensions, Germany's leading index, the DAX, and the Dow Jones reached historic highs and generated fresh buy signals. The precious metal gold is also unstoppable and, after a brief breather, is once again targeting the USD 2,531 per ounce mark. The smaller gold producers and exploration companies, which have so far hardly been able to capitalize on the strong rise, should also benefit disproportionately from a longer bull run.
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Commented by Armin Schulz on August 26th, 2024 | 07:00 CEST
Plug Power, First Hydrogen, thyssenkrupp nucera - Could multiples like in the dot-com era be possible?
The current hydrogen industry is strongly reminiscent of the dot-com era: back then, many internet stocks were considered temporary flops, but some survived and prospered, with Amazon being a prime example. When the dot-com bubble burst, Amazon emerged stronger and became a global economic giant. Similarly, just as there were skeptics about the long-term success of early internet companies, today there are doubts about the long-term viability of hydrogen technology. However, history teaches us that in the midst of many failures, some standout players can emerge that revolutionize the industry and create long-term value. We look at three possible candidates.
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Commented by André Will-Laudien on August 20th, 2024 | 07:15 CEST
The world keeps turning! Caution with VW, Mercedes, Altech Advanced Materials, Plug Power, and Nel ASA!
E-mobility and the upstream battery market are making headlines. Following the abolition of tax incentives, the topic of "electric mobility" has to face up to the harsh market conditions. Hydrogen is also competing, but it is currently still far too expensive to be economically successful. This leaves us with battery technologies, which are used both in energy storage systems and in vehicles. The near bankruptcy of Varta shows how tough the market has become here. There is plenty of room for innovative ideas! Altech Advanced Materials is making waves in German engineering with solid concepts. The market eagerly awaits the first mid-sized products, while many other market players must first justify their billion-dollar valuations. We take a closer look.
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Commented by Armin Schulz on August 12th, 2024 | 07:15 CEST
Daimler Truck, dynaCERT, Plug Power - Electric on the decline! Is this the hour of hydrogen?
In recent years, electromobility has been regarded as the undisputed driving force behind the global transport revolution. However, recent developments paint a different picture: stagnating sales figures and growing challenges in the supply of raw materials raise the question of whether the era of electric vehicles has reached its peak. As a result, the focus is shifting to another alternative drive system: hydrogen. With increased investment and technological advances in the hydrogen sector, the question arises as to whether the time has come for hydrogen as an energy source to experience its major breakthrough and win the race for sustainable mobility.
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Commented by Fabian Lorenz on August 8th, 2024 | 07:00 CEST
Siemens Energy tops, Evotec shocks, and what is causing the dynaCERT share to explode?
The Evotec share lost more than 35% yesterday. The share was already trading at a multi-year low before this drop. Investors were particularly shocked by the adjustment to the EBITDA forecast. Additionally, the biotech company indicated that it plans to downsize. This year, Siemens Energy has shown how quickly a difficult situation can be resolved. On the verge of bankruptcy at the end of 2023, it is back on track, although not thanks to renewable energies. In contrast, dynaCERT has yet to see its share price explode. A former Daimler manager will take the helm in the coming days and is expected to secure orders in Europe. Additionally, dynaCERT investors are waiting for VERRA certification.
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Commented by Fabian Lorenz on August 7th, 2024 | 08:05 CEST
Hydrogen sector receives EU billions: Nel, Plug Power, First Hydrogen share!
Governments love green hydrogen. The EU alone plans to spend over EUR 40 billion by 2030 to decarbonize the energy sector. This includes making steel production, heating operations, and combustion engines CO₂-neutral. Additionally, hydrogen can be used to store surplus renewable energy from solar and wind sources. When the Federal Audit Office recently criticized the slow expansion, the EU reaffirmed its targets. Therefore, the pace of expansion should be stepped up, and companies such as Nel and Plug Power - where tomorrow will be exciting - and First Hydrogen want to benefit from this. While the two heavyweights from Norway and the US are unable to get their losses under control and are still highly valued, the newcomer First Hydrogen may be entering the market at just the right time.
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Commented by André Will-Laudien on July 30th, 2024 | 07:00 CEST
Olympic turnaround expected: TUI and Lufthansa bombed out, dynaCERT on the move, and BayWa poised for a comeback!
When shares fall sharply, there are often fundamental reasons, but sometimes the story is misunderstood by investors, and both scenarios can occur simultaneously. In the case of the tourism shares TUI and Lufthansa, it is noticeable that the share prices are going nowhere in the middle of the holiday season. Are there still skeletons in the closet? BayWa is at least making some headway but is dangerously overindebted. The hydrogen specialist dynaCERT now has all the pieces of the puzzle together, and significant movement is expected soon. We provide deeper insights for your portfolio strategy.
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