Hydrogen
Commented by André Will-Laudien on August 29th, 2023 | 07:00 CEST
DAX consolidates, Artificial Intelligence stutters and Hydrogen in rebound? Plug Power, First Hydrogen and Nel ASA in focus
The summer has so far not brought much joy to the bulls on the international markets. After a strong NASDAQ performance of plus 30% at the beginning of the year, the tech index is increasingly facing rough waters. Not even the solid earnings of the AI giant NVIDIA could prevent the 1,500-point correction since early July. The German benchmark index DAX 40 also plunged from 16,529 at its high to below 15,800 points. Chart technicians point to the critical zone of 15,450 to 15,650, which the market could approach in the next few days. This is where the continuation of the bull market since September 2022 will be decided. A brief look at the hydrogen sector provides clarity.
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Commented by Fabian Lorenz on August 23rd, 2023 | 09:10 CEST
Disappointments and surprises: Nikola, Plug Power, First Hydrogen
Hydrogen and electromobility are megatrends. But not all shares from these sectors deliver what they promise. Nikola has recently disappointed. After the share price multiplied in June and July, it halved in August. And now Nikola has shocked shareholders again. Investors have also been unhappy with Plug Power in recent months. The hydrogen specialist just cannot get a handle on its margins. Is there hope for both again after the recent sell-offs? In contrast, First Hydrogen has surprised on the upside. A customer is enthusiastic about the test of the hydrogen fuel cell vehicle. Will a major order follow now, along with a rediscovery of the stock?
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Commented by Armin Schulz on August 23rd, 2023 | 07:40 CEST
Nel ASA, dynaCERT, Daimler Truck - Into the future with hydrogen
Hydrogen is a promising energy carrier for the future that can be produced from renewable sources such as green electricity. Hydrogen can be used in various sectors such as industry, heating, or transportation to reduce greenhouse gas emissions and increase energy security. Transport, in particular, emits a lot of emissions, making it a crucial focal point for action. The German federal government has already adopted a national hydrogen strategy to promote the development and use of hydrogen. There are similar efforts in the US and Europe. We look at three companies harnessing the power of hydrogen.
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Commented by Nico Popp on August 16th, 2023 | 05:25 CEST
Hydrogen scams and hard facts: Nikola, Plug Power, First Hydrogen
The somewhat macabre story behind a dead cat bounce is quickly explained: When a stock rises rapidly after a long sell-off, investors from the bear camp often refer to it as a dead cat bounce. The underlying idea is the somewhat tongue-in-cheek saying that even a dead cat would bounce off the ground if dropped from a great height. The best example of such a dead cat bounce is currently shown by the share of the hydrogen specialist Nikola. While investors are discussing the Company from the US, a success story is emerging in the background around a second-tier company.
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Commented by Stefan Feulner on August 14th, 2023 | 07:00 CEST
Plug Power, dynaCERT, Varta - Optimistic about the future
Amid global efforts to meet climate targets, renewable energy has established itself as the centerpiece of the energy transition. Since the beginning of the decade, listed companies in this sector have felt a tailwind fueled by billions in subsidies from policymakers. But the current horizon is cloudy. Unexpected delays and deep red figures dominate the scene. Nevertheless, drastically lower market valuations could open the door to potential long-term returns for investors.
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Commented by Stefan Feulner on August 7th, 2023 | 07:25 CEST
Breakthroughs in the hydrogen sector - Nikola, First Hydrogen, Plug Power
Just last week, the German cabinet approved the update of the National Hydrogen Strategy from 2020, which is now being further developed to meet the increased level of ambition in climate protection and the new challenges in the energy market. Hydrogen is seen as the missing piece of the energy transition puzzle, and not just for Germany. Considerable progress has been made in the development of vehicles powered by hydrogen and fuel cells. At the same time, many innovative companies from this sector appear promising in the long term after the correction.
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Commented by Juliane Zielonka on August 4th, 2023 | 07:40 CEST
Saturn Oil + Gas, Vonovia, First Hydrogen, VW - How energy and propulsion are changing the markets, winners, and losers
Saturn Oil & Gas is adding three experienced forces to its leadership team. Janet Yang brings her expertise in finance and strategy, Andrew Claugus is a versatile petroleum engineer, and Grant MacKenzie will serve as Chief Legal Officer. Their knowledge and years of experience in the oil and gas industry make them valuable resources for the Company and its future development. Vonovia is severely undervalued due to the current real estate situation in Germany. First Hydrogen is making strides with a hydrogen refueling that covers a distance of 630 km, while Volkswagen is reducing the production of its electric car, ID.4. Let's find out who the winners and losers are in the stock market this time.
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Commented by André Will-Laudien on August 3rd, 2023 | 16:00 CEST
Uranium soon to be sanctioned? GoviEx Uranium, Plug Power, Nel ASA, AMS Osram - Can hydrogen solve the energy issue?
Somehow, energy policy has become very complicated. The EU sanctions coal, oil, gas and gold from Russia, but uranium remains untouched. Why? There is one who vehemently opposes this behind the scenes in Brussels: France! The German Minister of Economics, Robert Habeck, does not want to accept this. Of course, Germany no longer needs uranium for its decommissioned nuclear power plants, and the defense industry has its own sources of supply, which are not known to the public for security reasons. There is also the military coup in Niger, one of the world's major uranium-producing countries. What do investors have to pay attention to now?
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Commented by Juliane Zielonka on August 3rd, 2023 | 07:35 CEST
dynaCERT, BASF, Daimler Truck AG: Investors pounce on logistics stocks, new opportunities and profit potentials
dynaCERT is developing a patented technology that generates hydrogen and oxygen on demand and delivers them through the air intake system to improve combustion and carbon emissions in various diesel engines. The Company has sold 93 HydraGEN™ units to a logistics company in Guyana to support the country's ambitious goal to reduce CO₂ emissions by 70% by 2030. BASF has cut its investment budget amid a global downturn to preserve cash. Amid takeover rumors from chemical company Covestro, BASF CEO Martin Brudermüller calls for support from the German government to improve the competitiveness of European chemical companies. Daimler Truck has launched a share buyback program in which up to 82.3 million shares may be repurchased. The Company expects a significant increase in profits with higher revenue and sales.
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Commented by André Will-Laudien on August 1st, 2023 | 08:20 CEST
Which now? Battery power or hydrogen? BYD, Altech Advanced Materials, BASF, Nikola Motors
The question of what future mobility will look like has yet to be entirely resolved. Currently, the governments in office are propagating the electric drive. However, after the fire on the "Fremantle Highway" in the North Sea, the question of the safety of the Li-ion batteries currently in use has arisen again. And who will pay for the EUR 500 million damage to the wrecked freighter? This does not even take into account the possible ecological inferno for the North Sea. EV batteries are expensive and require enormous resources to produce, yet there is no legal obligation to dispose of used batteries properly. Very short-term thinking, but Berlin is currently shining on issues of a curious nature. Where are the opportunities for us investors?
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