Hydrogen
Commented by Juliane Zielonka on November 14th, 2024 | 07:45 CET
Daimler Truck, dynaCERT, Bayer AG: Contrasts in Q3: Established companies under pressure, newcomers with breakthroughs
Established DAX corporations such as Bayer AG and Daimler Truck, a Mercedes-Benz Group company, are facing a headwind in the third quarter of 2024. However, the Canadian cleantech specialist dynaCERT is on the verge of its commercial breakthrough. The Leverkusen-based Bayer Group has to revise its forecast downwards. The agriculture business, in particular, is a cause for concern, while the pharmaceuticals division is scoring points with new drugs. At Daimler Truck, strong business in North America is stabilizing the balance sheet, while business in Europe is under pressure. dynaCERT, on the other hand, has received the valuable Verra certification for its hydrogen technology for diesel optimization after twenty years of development work. Investors finally have a viable hydrogen use case for logistics.
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Commented by Fabian Lorenz on November 14th, 2024 | 07:30 CET
Big news for Siemens Energy and F3 Uranium! Shock at Plug Power!
A golden age for uranium. The US aims to triple its nuclear energy capacity, and uranium explorers such as F3 Uranium should benefit massively from this. Like the uranium price, stocks in the sector have consolidated and are currently offering an exciting entry opportunity. This year, Siemens Energy has impressively demonstrated how quickly things can go up. Now, the DAX-listed company has also raised its medium-term targets. However, the wind power division continues to struggle. At Plug Power, revenue is now also faltering. Shareholders of the hydrogen specialist have become accustomed to losses, but they are still higher than revenue. Can it go on like this?
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Commented by André Will-Laudien on November 12th, 2024 | 07:30 CET
Trump is back! Buy commodities; hydrogen is on the sidelines! Siemens Energy, Globex Mining, Nel and Plug Power
With Trump's election victory and the resignation of the coalition government, the European Union's "NetZero" strategy by 2050 could be undermined. New governments now recognize that persistently high energy prices lead to significant job losses in industry. Large corporations are turning their backs on Germany in particular, where energy costs are sometimes ten times higher than in other countries around the world. America is once again taking a unique path. According to Trump, energy prices should be halved, signaling clear support for expanding fossil fuels and a strong stance against costly hydrogen solutions. However, the strengthened industrial policy should also drive up the consumption of raw materials, positioning Globex Mining in a good position and sidelining Nel ASA and Plug Power. What should investors look out for now?
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Commented by Armin Schulz on November 12th, 2024 | 07:15 CET
Commerzbank, Thunder Gold, Plug Power – What happens after the US election?
After Donald Trump's commanding victory in the US election, the financial world faces a new era of economic transformation. In the midst of this changing political landscape, the markets are clearly identifying winners and losers. If the first term is anything to go by, banks will experience a boom due to deregulation measures and tax incentives, while the renewable energy sector will face new challenges. The rally in the price of gold has been slowed for the time being by a stronger dollar. On the other hand, interest rates continue to fall, making gold investments more attractive again. The return of Trump's economic policy agenda promises not only opportunities but also risks for sustainable investments. We look at one candidate from each area.
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Commented by Juliane Zielonka on November 8th, 2024 | 07:00 CET
Myriad Uranium, Plug Power, RWE: New US policy creates winners and losers in the energy sector
Donald Trump's victory in the US presidential elections could lead to significant shifts in the global energy markets. While some market participants will have to reposition themselves, promising prospects are opening up for others. The Canadian explorer Myriad Uranium will benefit from the strategic realignment of US energy policy. The decision to ban the import of Russian uranium and the successful drilling results at the Copper Mountain project in Wyoming are excellent opportunities. Hydrogen specialist Plug Power, on the other hand, is experiencing a price decline of over 22% on NASDAQ – a possible indicator of the expected changes in funding policy. Global energy supplier RWE is attracting increased attention due to speculation surrounding the entry of the activist investor Elliott...
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Commented by Fabian Lorenz on November 6th, 2024 | 07:35 CET
Soaring share prices, battery revolution, sales record! BYD, Plug Power and Altech Advanced Materials shares!
Altech Advanced Materials is getting ever closer to the battery revolution. And it is all happening in Germany! The prototype of their revolutionary solid-state battery is operational, and there is an initial declaration of intent in the three-digit million-euro range. The Company is valued at around EUR 25 million, providing solid reasons for a potential rapid 50% price increase. Meanwhile, Plug Power's stock has shot up a good 20% since Friday. Is this just a blip, or is there more to it for the former hydrogen high-flyer? In any case, Plug shareholders should be cautious next week. There is also a lot to be said for rising prices at BYD. The Chinese electric carmaker is in a thrilling race with Tesla for industry leadership, and analysts are forecasting over a 20% upside potential.
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Commented by André Will-Laudien on October 31st, 2024 | 07:15 CET
Uranium Energy Rally 3.0! Another 100% with acquisitions at Nel, F3 Uranium, Plug Power, JinkoSolar and ARI Motors
Energy policy has become quite complex. The EU sanctions fossil fuels and gold from Russia but leaves out uranium. Why? There is one nuclear energy fan that vehemently opposes it behind the scenes in Brussels: France! Other countries like Poland, the Czech Republic, and Finland have also emerged as followers. Sweden and Romania each have two additional reactors in the planning stage, which the authorities have already approved. So, it is a two-tier society within the EU, which leaves Economic Minister Robert Habeck looking particularly foolish, especially as he secured costly LNG gas from Qatar on a 10-year contract to shut down domestic reactors. More mismanagement is hardly possible. The fact remains: with the renewed demand for uranium, supply will likely struggle to keep up in the coming years. F3 Uranium holds extensive concessions in the largest uranium mining district in the world: the Athabasca Basin. The industry is preparing for the impending supply bottleneck with acquisitions and purchases. Investors have the potential to double their returns now!
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Commented by Fabian Lorenz on October 31st, 2024 | 07:00 CET
Siemens Energy unstoppable! BYD in a trade war? First Hydrogen share set for a price jump?
More and more analysts are suggesting it might be time to sell Siemens Energy stock. After all, the share is one of the top performers this year, with a price gain of more than 200%. What are the arguments in favour of selling? In contrast, anti-cyclical investors could add First Hydrogen shares to their portfolios. With plans to roll out hydrogen solutions for commercial vehicles across Europe, First Hydrogen's stock appears to have stabilized and represents the new generation in the hydrogen sector. Meanwhile, BYD is growing strongly. The Chinese are aiming for an aggressive expansion in Europe, but what do the new punitive tariffs mean? Is a trade war looming?
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Commented by Stefan Feulner on October 29th, 2024 | 07:15 CET
SAP, dynaCERT, NextEra Energy – Major news paves the way
The third-quarter earnings season is in full swing, and many companies have beaten analyst estimates and raised their full-year forecasts despite the difficult economic conditions. The current trading week features the tech heavyweights Apple, Amazon, Meta and Microsoft. If they deliver convincing results, the leading indices will likely continue their year-end rally.
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Commented by Fabian Lorenz on October 24th, 2024 | 07:15 CEST
Buy recommendation for Nel ASA! Troubles at BYD! Globex Mining share has arrived in the gold rush!
The stock of Globex Mining has arrived in the gold and silver rush. Presented just four weeks ago as a candidate with catch-up potential, the stock of the mining incubator has since gained almost 30%. The chances of further price increases look promising. Meanwhile, the rush for hydrogen has largely dissipated. However, there is now a "Buy" recommendation for Nel ASA. Could the stock more than double? BYD, on its way to achieving a 5% market share in electric vehicles, is facing challenges! The Chinese, accustomed to success, are using this to step on the gas even more.
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