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Commented by André Will-Laudien on November 22nd, 2023 | 07:30 CET

Black Week in the energy sector: Short hydrogen - Long oil! Shell, BP, Prospera Energy, and Plug Power under the microscope

  • Mining
  • Oil
  • Hydrogen
  • GreenTech
  • fossilfuels

It sounds ambitious! To completely restructure Europe's energy supply, the European Union would need to invest a good EUR 300 billion in alternative energy sources, infrastructure and raw material supply contracts by 2030. As of 2021, Germany alone was importing 45% of its fossil fuels from Russia, which had been a valued partner until then. After the start of the war in Ukraine, this long-standing business partner was removed from the list. However, this also means that the very cheap sources are no longer accessible for Central Europe. Therefore, electricity, heating and mobility prices will remain high while public coffers are empty. Shareholders who bet on Greentech have to endure a crash in the hydrogen sector while fossil fuels are experiencing a renaissance. Where are the medium-term opportunities?

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Commented by Armin Schulz on November 13th, 2023 | 07:15 CET

Hydrogen failed! Opportunities for JinkoSolar, Saturn Oil + Gas and Nordex

  • Mining
  • Oil
  • Hydrogen
  • renewableenergies

When Plug Power, the largest company in the new hydrogen technology, announces that it will likely run out of money in 12 months, it is a bombshell for the entire industry. If the big player cannot become profitable, there appear to be technological problems. The rollout is likely to take longer. But the energy problems worldwide still exist. This increases the opportunities for solar energy, the oil industry and possibly wind power. We look at one company from each sector and examine their future prospects.

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Commented by André Will-Laudien on November 3rd, 2023 | 07:30 CET

Hydrogen is back: Nel ASA, Plug Power with 50% potential. What are Shell and Saturn Oil + Gas up to?

  • Mining
  • Oil
  • Hydrogen
  • greenhydrogen

Things have moved quickly. Last week, the DAX 40 index scratched the 14,600-point mark, but yesterday, it was close to the 15,200 hurdle in heavy trading. This is a dream situation from a chart point of view, as the market was able to bid farewell to the short scenario with the central banks taking a breather and presented an ecstatic rebound. Hydrogen stocks Nel ASA and Plug Power, which had been beaten up for a long time, made strong gains yesterday, while oil stocks Shell and Saturn Oil & Gas consolidated at a high level. How long will the hydrogen rebound last, and what is next for the energy sector? We do the math.

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Commented by Fabian Lorenz on October 26th, 2023 | 09:10 CEST

Analysts love cash flow stocks: Nel, Volkswagen, Saturn Oil + Gas

  • Mining
  • Oil
  • Electromobility
  • renewableenergies

What do investors and analysts dislike in times of high interest rates? Losses and debt. By contrast, they love high cash flow. Free cash flow. With it, a company can finance itself, pay off debt or distribute money to shareholders. And this is precisely Nel's problem. While the loss has been reduced, the Norwegians are still a long way from generating positive cash flow. But analysts still see potential. Analysts see more than 100% upside potential for Saturn Oil & Gas. The oil producer is developing into a cash flow monster, and the upcoming quarterly figures should be convincing again. Volkswagen is also winning over experts. Can the VW share really double? However, there is also a sell recommendation.

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Commented by Stefan Feulner on October 19th, 2023 | 07:00 CEST

Barrick Gold, Blackrock Silver, Deutsche Rohstoff - The safe havens are booming

  • Mining
  • Gold
  • Silver
  • Oil

Once again, recent warlike events have been responsible for the positive developments in both precious metals and energy stocks. Since the terrorist act by Hamas on Israel, oil, as well as gold and silver, have increased in price by more than 5%. After the corrections of the past weeks, a new upward cycle, especially in precious metals, could be emerging.

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Commented by Stefan Feulner on October 10th, 2023 | 08:40 CEST

Exxon Mobil, Saturn Oil + Gas, Shell - Setback offers new opportunities

  • Mining
  • Oil

The run-up on the global oil markets was halted for the time being following a rally that had lasted since the end of June, with highs of around USD 96 per barrel for North Sea Brent. Thus, pessimism spread concerning falling demand from the US economy. For chart technicians, however, the current correction merely means a countermovement in the overriding upward trend. The Hamas attack on Israel over the weekend may have already ended this, potentially offering new entry opportunities at current levels.

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Commented by Juliane Zielonka on October 6th, 2023 | 07:00 CEST

Saturn Oil + Gas, Siemens Energy, Allianz: Perennial favorites in the energy sector and insurance - Which stocks are in for big price jumps?

  • Mining
  • Oil
  • Energy
  • renewableenergies
  • insurance

Classic sectors such as energy and insurance are currently attracting the attention of investors. The Allianz Group, as an insurance company, is going through a tough restructuring process and has appointed a new CFO. This time, a woman is to do the extensive cleaning. Shareholder confidence is the currency for valuable business; if it falters, as in the case of Siemens Energy, the wind energy company faces a strong headwind due to its opaque external communication. Clear communication, even in the face of setbacks, gets shareholders on board. In the energy sector, Warren Buffett recently increased his stake in an oil company. A promising candidate in this sector is Saturn Oil & Gas. The Company has the potential to achieve a share price of EUR 3.90 compared to the current EUR 1.88. Investors can learn about the management team's approach in this article.

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Commented by Armin Schulz on September 27th, 2023 | 09:05 CEST

Nikola, Saturn Oil + Gas, BASF - A Buy in difficult times?

  • Mining
  • Oil
  • Batteries
  • renewableenergies
  • chemicals

These are challenging times on the stock market. Central banks have not announced the end of interest rate hikes, which is poison for growth companies. In addition, extreme weather conditions are affecting the production of some companies, and there are geopolitical tensions to consider, including the ongoing Ukraine conflict and the simmering dispute between the US and China. Recently, there have also been tensions between China and Germany. Following critical statements by Foreign Minister Baerbock to China's Xi Jinping, the German ambassador was summoned. Energy shortages are becoming increasingly significant for many companies in Germany. Today, we look at three companies suffering from the problems described.

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Commented by Stefan Feulner on September 25th, 2023 | 08:10 CEST

Shell, Hard Value Fund, Rheinmetall - All for performance!

  • Oil
  • Sustainability
  • armaments

Sustainability is a significant and important topic. Due to recent developments, it is often associated with the environmental and social sustainability of financial products. However, investing purely based on these two criteria can cost investors dearly. For example, global leaders in the hydrogen sector, such as Plug Power, lost around 90% of their value within two years, while wind turbine manufacturer Nordex experienced a peak decline of around 70%. In contrast, fossil fuel producers such as Shell, BP and Exxon enjoyed a boom and were able to multiply their share prices over the same period. Whether investments should, therefore, be made exclusively in ESG-compliant stocks is more than questionable from a return point of view because many companies do not yet offer one thing: financial sustainability.

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Commented by André Will-Laudien on September 22nd, 2023 | 07:20 CEST

Recalculation! These are the bare figures: TUI, Saturn Oil + Gas, Deutsche Bank - Buy prices non-stop!

  • Mining
  • Oil
  • travel
  • Investments
  • Banking

Companies do not always have good figures in their baggage. Analysts listen very carefully to the words of those in charge. Often, it is only a minor sentence that changes entire valuations. TUI is slowly approaching pre-COVID figures. Saturn Oil & Gas must backtrack slightly because of substantial forest fires in Alberta, and Deutsche Bank aims to finalize the Postbank project in 2023. All three stocks offer good buying opportunities because the long-term prospects are quite convincing.

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