Robotics
Commented by Fabian Lorenz on May 1st, 2026 | 07:15 CEST
Nel ASA Soars! RENK and First Hydrogen Bet on Robots!
Nel ASA shares are currently unstoppable. Just yesterday, they surged by more than 15%. This brings the price gain over the past two weeks to around 50%. What is driving this surge? At First Hydrogen, the reason for the ongoing rally is clearer. The company is entering the robotics market. Its "Drones-as-a-Service" model is set to be offered in both civilian and military sectors. This once again links the company's existing hydrogen strategy to a multi-billion-dollar market. Currently, its market capitalization stands at a modest EUR 15 million. RENK is also entering the robotics market. Most recently, the defence contractor, known for its military gearboxes and propulsion systems, announced a contract in the field of autonomous defence systems. The stock is not currently benefiting from this. Yet analysts are recommending a "Buy".
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Commented by Armin Schulz on April 20th, 2026 | 08:15 CEST
Rheinmetall, First Hydrogen, and Volkswagen: Betting on Unmanned Systems to Boost Returns
Autonomous systems are no longer just conquering the military—they are becoming the driving force behind an entire economic transformation. From self-flying drones to intelligent ground robots: artificial intelligence, falling sensor costs, and new propulsion systems are catapulting unmanned technologies out of the niche and into the mass market. Investors are facing a structural growth trend comparable to that of electric mobility or the internet. Those who identify the right players now could benefit disproportionately from the next wave of innovation. Three companies from different sectors are already addressing this field with concrete products: Rheinmetall, First Hydrogen, and Volkswagen.
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Commented by Fabian Lorenz on March 20th, 2026 | 08:00 CET
The Stock to Watch in the Drone Boom: NEO Battery Materials Expands Production for Military Applications
The opportunities from the drone boom, robotics, and electric mobility - all in a single stock. That sums up the NEO Battery story in one sentence. The high-performance batteries manufactured in South Korea are urgently needed across all these sectors. Supply chains outside of China are becoming increasingly important, especially for drones, and NEO provides them. At the same time, the company outperforms Chinese competitors in terms of performance. Production is ramping up this year, and the company has already secured a plot of land for expansion. The initial focus is on cells for drone applications and collaboration with the South Korean Ministry of Defense. This could open doors within NATO. It can really only be a matter of time before the stock takes off.
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Commented by Mario Hose on March 5th, 2026 | 07:00 CET
Hydrogen madness 2.0: Plug Power soars – Could Nel ASA and First Hydrogen follow? Robotics joins the race!
As history shows, those written off often survive longest. On Tuesday, the stock market delivered a dramatic reminder: Plug Power, the US hydrogen pioneer, staged a remarkable comeback. After what felt like an eternity in the "valley of tears" (an experience usually reserved for solar stocks in winter when the sun hardly shines), the shares of US pioneer Plug Power shot up by double digits, shaking off the doldrums and potentially waking the entire hydrogen sector. Investors are now rightly wondering whether this is the long-awaited starting signal for a new, massive rally in the clean energy sector. While the Americans are impressing with bare figures, other players are already positioning themselves with strategies that go far beyond simple fuel cell propulsion. Canadian newcomer First Hydrogen is causing a stir with its strategy. Scandinavian giant Nel ASA is also waiting in the wings, just waiting to be swept up in the new wave of euphoria. In this report, we analyze why the cards are being completely reshuffled in the hydrogen sector and whether we are on the verge of a historic turning point. There is a sense of optimism in the air, with new technologies and a profit opportunity that many had already written off. Read on, because the momentum we are currently experiencing could keep the markets on tenterhooks for the rest of the year.
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Commented by Fabian Lorenz on December 29th, 2025 | 07:40 CET
Alternative to DroneShield and Standard Lithium! NEO Battery Materials set to take off in 2026! Drones, robotics, and more in one stock
Drones, robotics, and electromobility are megatrends. Billions of dollars in capital are flowing into these industries. As a result, DroneShield and Standard Lithium were among the high flyers of the year. However, after share price gains of 330% and 170% respectively, they are anything but cheap. NEO Battery Materials has what it takes to become a price rocket in 2026. The Canadian company has developed more cost-effective, silicon-reinforced batteries that offer higher storage capacity and faster charging. Very importantly, commercialization is set to begin in 2026 at a factory in South Korea. Orders are already in place, and shortly before Christmas, NEO Battery became part of South Korea's defense industry ecosystem.
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