Hydrogen
Commented by André Will-Laudien on August 30th, 2021 | 12:13 CEST
First Hydrogen, Nel, Plug Power, FuelCell Energy - Is the next Hydrogen rally coming?
Hydrogen is repeatedly put forward as a solution for climate-neutral energy production. A strong distinction must be made for climate protection because only green hydrogen - produced from 100% renewable energy - is truly climate-friendly. Insufficient differentiation between hydrogen types has fatal consequences for the globe. In a recent study, scientists at the University of Standford in California prove that blue hydrogen, produced from natural gas in combination with the injection of the resulting CO2 through carbon capture-and-storage, actually has a significantly worse climate balance than the direct combustion of crude oil and natural gas. Significant methane gas emissions in production mainly cause this. Today we look at interesting values in the hydrogen environment.
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Commented by Carsten Mainitz on August 26th, 2021 | 13:12 CEST
Pure Extraction, Nikola, SFC Energy - Is Elon Musk wrong with his hydrogen forecast?
On the subject of eMobility, Elon Musk, CEO of Tesla Automotive, takes a clear position: In the future, cars and transport vehicles will be electric, and the energy they need will come from batteries. Any other solution is unthinkable for him, as he recently let slip in a mocking remark when asked about hydrogen as a fuel. But even Elon Musk is not always right. Many respected scientists around the world recognize the advantages of hydrogen technology. Particularly in combination with a fuel cell, the advantages of rapid refueling and trouble-free gas transport to even the remotest corners of the earth do not seem to be underestimated. These stocks benefit from the triumph of hydrogen technology!
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Commented by Armin Schulz on August 25th, 2021 | 11:40 CEST
Nel ASA, dynaCERT, Steinhoff - Boost for the portfolio with turnaround candidates
As the saying goes, the profit is in the purchase, but it is often not easy to determine the "bottom" on the stock market. Many factors need to be taken into account. First, there is the corporate sector and its sentiment. Is there fantasy? Is the market in trend? Then one should look at the fundamentals. Is there debt? Is the company making money? What is the sales growth, and what are the forecasts? After that, one can look at the varying analyst opinions and set up one's own rating system that awards points for different aspects. Using this checklist, one can quickly determine whether a company is attractive. In every portfolio there should be standard stocks, which make up the majority of the portfolio. A small part of the portfolio can be invested in speculative stocks, as they offer significant profits that can give the portfolio a boost. Today we take a closer look at three of these turnaround candidates.
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Commented by Armin Schulz on August 23rd, 2021 | 13:18 CEST
Plug Power, Enapter, Ballard Power - What is the future of hydrogen?
In the passenger car sector, the battle for hydrogen fuel cells seems lost, as the entire automotive industry is focusing on the production of e-cars. In the commercial vehicle sector, there is still hope for the hydrogen industry. The prerequisite for this, however, is inexpensive hydrogen, and this is not yet available. Promises of subsidies due to climate protection for the hydrogen sector should give a boost, but the extreme overvaluation built up in shares from the hydrogen sector up to the end of January has not yet been completely eroded in some cases. After the FED indicated in its latest minutes that it would abandon its loose monetary policy, uncertainty is spreading among many North American hydrogen companies. Today, we take a look at three hydrogen companies.
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Commented by Nico Popp on August 20th, 2021 | 10:47 CEST
Volkswagen, dynaCERT, BYD: Sudden turnaround ahead?
When Volkswagen CEO Herbert Diess visits Markus Lanz's talk show, the corporate leader exudes an esprit that almost comes close to celebrity founders from the USA. Even if a comparison with Elon Musk would be far-fetched - they seem more modern and flexible, the managers of German corporations. This flexibility is probably also necessary to lead huge corporations into the future in a time of change. The challenges are great: In addition to the uncertainty about the future, numerous smaller companies are also digging in their heels and want to wrest market shares from the big players. We take a look at three stocks that focus on the future of mobility.
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Commented by Stefan Feulner on August 18th, 2021 | 11:37 CEST
Nel ASA, Enapter, Nordex - Highly acclaimed and deeply fallen
The euphoria around renewable energy shares was huge last year. Companies from the hydrogen, wind energy or electromobility sectors were able to multiply and reached valuations that they would never justify in the next few years. This run was fueled by billion-dollar programs to promote the energy turnaround by politicians. A market shakeout has been underway for months. Which stocks are now promising and which have further correction potential?
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Commented by Nico Popp on August 16th, 2021 | 10:16 CEST
NEL, Pure Extraction, Deutsche Post: Hydrogen becomes practical
The Union's candidate for chancellor and CDU chairman Armin Laschet only received a loud laugh when he asked Tesla boss Elon Musk about the chances for hydrogen as a fuel for cars. The question is entirely justified. Although the trend for cars is clearly towards electric vehicles, hydrogen could be the solution for delivery vans, trucks or ships. Reason enough to take a closer look at participating companies and potential customers.
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Commented by André Will-Laudien on August 13th, 2021 | 12:36 CEST
NEL, dynaCERT, FuelCell Energy, Plug Power - Is hydrogen about to explode next?
Not only is the EU tightening its climate targets, but around the globe, more and more countries are decarbonizing their economies. The subject of hydrogen is providing the rainmaking impetus for discussion. Since the closing of ranks on e-mobility, however, it is no longer the focus of attention. However, according to the World Energy Council (WEC) analysis, at least 20 countries that account for almost half of global economic output have adopted a national hydrogen strategy or are at least close to doing so. Leading the way are Japan, France, South Korea, the Netherlands, Australia, Norway, Spain and Portugal. But Russia, China, Morocco and the USA are also working on their strategies. Australia and China are leading the way, while Europe and the Middle East are already doing a lot. We take a look at the premier league of H2 values.
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Commented by Carsten Mainitz on August 12th, 2021 | 10:31 CEST
Enapter, Nel, SFC Energy - A new chapter in the hydrogen revolution
The energy revolution needs hydrogen solutions. The road from innovations and first prototypes to mass production and relevant market shares is long. However, the stock market is already rewarding the potential of one or two companies. The companies that can successfully offer solutions will later operate in a market worth billions. Which horse should investors back in this growth industry?
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Commented by Armin Schulz on August 11th, 2021 | 10:28 CEST
Nel ASA, First Hydrogen, Plug Power - Hydrogen market awaits impetus
Since sustainability and climate protection have come more and more into focus, the hype around hydrogen stocks has also been in full swing. This rally in almost all stocks continued until the end of January. Some of the company valuations were astronomically high. Since investors have been looking more at key figures, the share prices of hydrogen companies have been falling. The key objective is to lower the cost of hydrogen. That would make it economically viable, and the share prices of companies in the hydrogen market would rise significantly again. Currently, the market is waiting for impetus. A lot of funding is being made available in Europe and the USA for hydrogen development. Today we take a closer look at whether there is already impetus from the companies.
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