Hydrogen
Commented by Stefan Feulner on June 7th, 2022 | 10:54 CEST
Nel ASA, dynaCERT and RWE - End of the correction?
Contrary to the well-known saying "Sell in May and go away", this year's merry month was a good time to enter the market. After marking a new interim low in the German benchmark index at 13,277.50 points in the first week, the DAX ended May with a rich green reversal candle above 14,000 points. Since then, it has continued to build on the positive development by jumping above the 14,500 point mark. Stronger recoveries can also be seen in the individual sectors, which have suffered significant losses in recent months.
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Commented by Juliane Zielonka on June 2nd, 2022 | 12:23 CEST
First Hydrogen, Plug Power, BYD - Green energy as a propulsion accelerator
Nine million people worldwide died from air pollution in 2019. According to the journal The Lancet Planetary Health, that makes dirty air more dangerous than deaths from drug abuse or alcohol consumption. Governments in Europe and China are developing new incentive programs to encourage industry partners to move faster than planned to green energy. First Hydrogen, BYD and Plug Power demonstrate what is happening in the market through their current projects.
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Commented by Carsten Mainitz on June 1st, 2022 | 12:34 CEST
K+S, dynaCERT, Siemens - Record orders and great opportunities
The Corona pandemic caused chaos, disrupted business processes and ultimately blew up entire supply chains. It is difficult for companies to recover from this. With Russia's invasion of Ukraine, a new test for businesses is on the horizon. While only a few industries, such as fertilizer manufacturers, could profit, the broad mass of listed companies went down. After calming down, there are now long-term opportunities at attractive levels.
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Commented by Fabian Lorenz on May 26th, 2022 | 11:07 CEST
Nel ASA and Siemens Energy - buy or underweight? dynaCERT with sales partner
It is undisputed that the future belongs to renewable energies. New subsidy programs are passed almost weekly - especially in Europe. However, it is unclear whether now is the time to enter the market. Buy, or wait and see? Among other things, analysts do not agree on Nel ASA. After weak figures, JPMorgan has reduced the price target for the shares of the hydrogen specialist. And at Siemens Energy, too, opinions are divided. High inventory levels are a cause for concern. At the hydrogen company dynaCert, following personnel changes, there are again positive headlines due to a sales partnership and the hope for a share price recovery. Last week, the dynaCert CEO expressed confidence at an investor conference.
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Commented by Carsten Mainitz on May 25th, 2022 | 12:49 CEST
First Hydrogen, Plug Power, SFC Energy - Green hydrogen is booming!
Reducing energy dependence on Russia is currently the top priority for Europe. To this end, the expansion of renewable energy sources is being massively accelerated. However, a massive expansion of the energy grids is also necessary for a sensible distribution. In addition, storage options are needed. That is where hydrogen comes into play. Suppose it is produced from regeneratively generated electricity with the help of electrolyzers. In that case, we have a CO2-neutral energy carrier which can then be transported with little logistical effort - so-called "green hydrogen". The following companies are looking to take advantage of this.
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Commented by Armin Schulz on May 23rd, 2022 | 12:49 CEST
BASF, MAS Gold, Plug Power - Shares with great turnaround potential
The Fear & Greed Index is down to 11, which means nothing other than extreme fear. And there are many areas causing headaches for investors. There is the Ukraine crisis, inflation, rising interest rates in the US, supply chain problems due to zero-COVID policies in China, and fear of recession. However, the S&P has formed a double bottom last week, which raises hope for a turnaround in the markets. Due to the crises, there are currently also opportunities again. We take a look at three potential turnaround candidates.
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Commented by André Will-Laudien on May 23rd, 2022 | 11:42 CEST
Share sell-off: TUI, Barsele Minerals, Nel ASA - Buy or sell these stocks?
The sell-off in equities entered a new round in May. With rising inflation, disrupted supply chains and uncertain energy supplies, the risk for investors is increasing as interest rates are now exploding to unprecedented levels in parallel with the highly volatile environment. The 10-year yields on government bonds in Germany and the USA have moved up from near zero to 1.14% and from 1.5% to 3.12%, respectively. Whenever there was a noticeable rise in interest rates for bonds, things became critical on the stock market. At the moment, this is weighing on technology stocks in particular. The DAX and S&P have already lost 20% in the current correction phase. After initial losses, gold is now accelerating. Where are the opportunities for investors?
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Commented by Carsten Mainitz on May 17th, 2022 | 12:25 CEST
Plug Power, First Hydrogen, Rheinmetall - On the verge of a breakthrough
According to Western politicians, the accelerated expansion of renewable energies should end the dependency on Russia sooner rather than later. The oil and gas of the "aggressor" are to be replaced by wind and sun. With hydrogen and the associated fuel cell technology, the transformation from fossil fuels to alternative drives is likely to take place, especially in the transportation sector. While market leader Plug Power is still very ambitiously valued despite a major correction, a young company with its best-of strategy is about to reach an important milestone.
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Commented by Stefan Feulner on May 9th, 2022 | 11:42 CEST
Nel ASA, dynaCERT, Plug Power - Hydrogen in greater demand than ever before
The switch from fossil fuels to renewable energy sources was already decided in order to drive climate change. With the Ukraine conflict and Russia's invasion, "freedom energies" are gaining even more weighty significance and have now become a matter of national security. Great hopes are pinned on green hydrogen, which is seen as a big piece of the puzzle for the green transformation. Since the beginning of the decade, shares in these sectors have been regarded as the new stars on the stock market. In the meantime, many have fallen again and reduced the horrendous overvaluations. Now the industry is facing a new wave.
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Commented by Armin Schulz on May 9th, 2022 | 10:37 CEST
BYD, First Hydrogen, Daimler Truck - Shares for the transportation of tomorrow
The transportation industry is on the verge of a radical change. According to a study by Bain & Company, every second vehicle will no longer require diesel as early as 2025. But while it is a done deal that the future of passenger cars belongs to the e-car sector, the outcome in the transport industry is still open. Yet freight transport is responsible for a large proportion of emissions. The problem is the heavy batteries, which still cause performance losses and longer charging times. Hydrogen can score points, especially in terms of charging times, and offers high fuel cell efficiency. Today, we take a look at three stocks for tomorrow's transportation.
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