Hydrogen
Commented by André Will-Laudien on January 26th, 2021 | 07:56 CET
dynaCERT, Plug Power, GameStop: Only flying is better!
What a crazy Nasdaq day yesterday. It all started in Germany when the recently hyped GameStop share in Tradegate rose from around EUR 60 to EUR 130 - plus 110% in one day is rarely seen. Later in the afternoon, the four favorite instruments of the Robin Hood guard, Tesla, Apple, Plug Power, and again GameStop opened partly well into double-digit returns. GameStop took the cake, rising to USD 158.97 before disillusionment set in. As we can see without difficulty: The party is in full swing - the question is who or what will be the next showstopper or how high the NDX can climb because the fairy tale index has now increased 95% since March 2020.
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Commented by Stefan Feulner on January 18th, 2021 | 09:54 CET
Enapter, NEL ASA, Bayer - the future can begin!
Without a doubt, hydrogen will become one of the most important energy sources in the coming decades. According to a study by the Hydrogen Council, demand for hydrogen will increase eightfold by 2050. According to this study, hydrogen could account for one-fifth of global final energy consumption. Some listed stocks' valuations have already risen to dizzying heights due to the very optimistic forecasts for the future. In addition, a fierce battle for the best technologies and patents is going on at the moment. Some of the well-known companies will fall by the wayside, and new ones will move up.
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Commented by Nico Popp on January 14th, 2021 | 18:34 CET
BASF, Bayer, Enapter: From top dogs to young guns
When it comes to chemical products or other engineering services, the Germans are not easily outdone. Although emerging companies worldwide are sometimes hyped on the stock market, in practice, the motto is often still: Germany first! But it's not always dull corporations like BASF or Bayer that cause a sensation - there are now also innovative players from Germany, like Enapter in the hydrogen sector.
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Commented by Nico Popp on January 13th, 2021 | 14:57 CET
NEL, dynaCERT, K+S: Where analysts see 280% potential
Innovative technology brings returns to investors. The best example is the share of the Norwegian hydrogen specialist NEL. In the past twelve months, the value has increased by more than 250%. The reason: The mobility revolution is underway and many experts see hydrogen as the next big thing. However, billions in investments are needed to produce, store and distribute hydrogen - and that's precisely what NEL shareholders are speculating on. Trees don't grow to the sky on the stock market and every trend comes to an end. In the case of NEL, however, pessimists have been caught on the wrong foot in recent weeks. As soon as the chart showed a warning signal and the share price hesitated for a moment, the stock surged ahead and marked a new high. How long will this continue?
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Commented by Stefan Feulner on January 13th, 2021 | 10:55 CET
NEL ASA, dynaCERT, Everfuel - Is the hydrogen bubble bursting?
The valuations of most hydrogen stocks are skyrocketing to immeasurable heights. Compared to the current balance sheet figures, this seems irrational and unjustified. Only the future forecasts in terms of sales and profits are used as a benchmark. Much is reminiscent of the year 2000 and the new market, when shares such as Gigabell or Metabox were maneuvered into orbit, only to fall from the sky like shooting stars a short time later.
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Commented by André Will-Laudien on December 22nd, 2020 | 09:37 CET
Enapter AG, Plug Power, Nel ASA - Get into hydrogen now!
At the top of the scale of stock market favorites are hydrogen stocks. We are dealing with an industry of the future - the proponents of H-technology want to offer a revolutionary energy generation and storage that is a real alternative to the lithium-ion battery. According to current overall ecological balance calculations, H-technology performs significantly better than the very questionable production of highly toxic metal-based energy storage. In a few years, research could be ready to define hydrogen as another standard in mobility and energy production. The German government has already approved funding of EUR 9 billion for green hydrogen.
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Commented by André Will-Laudien on September 21st, 2020 | 07:35 CEST
Daimler, Nikola, dynaCERT: He who can deliver, makes the business!
Hydrogen is the better alternative to batteries - No other topic like hydrogen is causing the waves on the stock market to beat as hard as they have done recently. The supporters of clean air, CO2 reduction, and ongoing greenhouse gas discussions see battery technology only as a temporary hype, which was started by Tesla in particular. The industry has long known that battery technology will always remain "unclean", because its production and subsequent disposal alone consumes many times more resources than technologies that have long been available, such as water electrolysis, i.e. the decomposition of water into hydrogen and oxygen. If we consider the fuel diesel, with a share in transport of over 90%, a much more efficient and environmentally friendly combustion process can be designed by using these highly reactive elements. The energy efficiency of the electrolysis of water is over 70%. It is therefore essential that companies such as Tesla and Nikola actively strive for these findings given the wide-ranging discussions on sustainability. But Daimler also recently declared that it does not want to simply let the sleepy trend toward e-mobility standstill and will rely on hydrogen as the technology of the future.
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Commented by Mario Hose on August 10th, 2020 | 06:01 CEST
dynaCERT, NEL ASA, McPhy - does hydrogen need nuclear power?
In Europe, hydrogen as an energy carrier is becoming the focus of debate, offering a more environmentally friendly and practicable alternative to the battery as an energy storage medium in mobility. The production of batteries is an environmental sin par excellence. Raw materials have to be mined at great expense, a great amount of additional energy is needed for production, and at the end of the life cycle there is non-recyclable hazardous waste. Hydrogen, on the other hand, can be produced by electrolysis with CO2-neutral electricity and converted back into electricity. While in France the clean transformation of mobility can be mastered, Germany is in a self-inflicted and expensive dead-end road.
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Commented by Mario Hose on July 9th, 2020 | 07:41 CEST
Ballard Power, NEL ASA, Plug Power - what comes after hydrogen now?
The shares of hydrogen companies are constantly reaching new highs and the profits of the shareholders are increasing accordingly on paper. Paper profits are a fine thing, but they better not melt away. Selling in a falling market is usually harder than dealing with the lost profits from a rising share price. Given that hydrogen as an energy carrier is still a future technology that depends on many political factors to really offer environmentally friendly added value, it is advisable not to hope that the trees will grow endlessly into the sky. Realizing partial profits has not harmed anyone yet. The next big trend has already begun and it is time to position ourselves.
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Commented by Mario Hose on June 17th, 2020 | 10:13 CEST
Ballard Power, dynaCERT, ITM Power - what hydrogen investors need to know now
The hydrogen industry is in the focus of investors and the energy carrier is giving hope to politics and economy. While the general public still has to struggle with the Corona consequences, the champagne mood has already returned at the stock exchange with the hydrogen shares. Every announcement with details of turnover and visions is frenetically celebrated and leads to an increase in market capitalization through share purchases. Scalable business models with a focus on environmental protection are in demand and, as is well known, money can be earned with solutions.
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