Solar
Commented by André Will-Laudien on December 22nd, 2025 | 07:40 CET
Boom 2026 – Energy transition now! Which stocks are convincing in the long term? Power Metallic, Nordex, Siemens Energy, or JinkoSolar
The year is drawing to a close. Will next year see the losers of 2025 really take off? And even more interesting: can the blockbuster stocks from the artificial intelligence, high-tech, big data, and raw materials sectors repeat their historic returns? We think it is wise to expect somewhat lower returns. But here, too, everyone could be wrong. Tesla provides one example. Elon Musk's visionary company is selling fewer and fewer vehicles, and competition is growing. However, with topics such as robotics and autonomous driving, the dazzling founder always has new aces up his sleeve, and the stock keeps rising. We can provide some assistance in the energy sector, but there are also clear overvaluations here.
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Commented by André Will-Laudien on December 10th, 2025 | 07:20 CET
Top performers for 2026 wanted! Siemens Energy, Globex Mining, JinkoSolar, and Nordex in focus
The 2025 investment year is nearing its end, with gains of just under 20% in both the DAX 40 and NASDAQ 100 indices. These two benchmarks remain the focus of attention for European investors, as they represent the benchmark for portfolios in their respective areas. Asset managers did not have an easy time of it until the middle of the year, as they had to switch back to "normal mode" very quickly after Trump's tariff correction in April, despite all the uncertainties. This meant bringing their clients' portfolios back into "risk-on" mode, which is very nerve-wracking in the current environment. Excessive government debt, never-ending geopolitical conflicts, and creeping inflation are leading to higher interest rates, which are considered poison for growth-oriented equity investments. Where can money be made in 2026? With today's selection, we attempt to navigate our way forward through the fog.
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Commented by Armin Schulz on November 27th, 2025 | 07:10 CET
USD 2.4 trillion is being invested in the energy transition – How to benefit with Siemens Energy, RE Royalties, and Nordex
The global energy market is undergoing a fundamental transformation. With record investments of USD 2.4 trillion being made, it is no longer just about building plants. The real key to success lies in system integration - the intelligent networking of generation, storage, and stable grids. This development creates unique opportunities for companies that are central to shaping the new energy landscape. Three players stand out in particular: Siemens Energy, RE Royalties, and Nordex.
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Commented by Fabian Lorenz on November 24th, 2025 | 07:30 CET
MAJOR SHAKE-UP and 300% upside potential! DroneShield, SMA Solar, Planethic Group
A company is valued at EUR 10 million on the stock market, yet analysts expect revenue of more than EUR 100 million in 2027. The analysts' price target is more than 300% above the current price level. This is the current situation at Planethic Group (formerly Veganz Group). On Friday, the CEO was dismissed. Is this the turning point the share has been waiting for? Shareholders at DroneShield are also hoping for a rebound. The investor favorite has suffered a nightmare week with a share price drop of more than 40%. How did this happen, and what can we expect next? SMA Solar, on the other hand, has pulled off a textbook turnaround. In less than three months, the stock has doubled. Following the quarterly figures, analysts have raised their price targets.
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Commented by Armin Schulz on November 10th, 2025 | 07:05 CET
Silver North Resources is benefiting from high silver prices and will be able to supply JinkoSolar and Xiaomi in the future
Demand for silver is driving prices to unprecedented heights. As an indispensable raw material for solar cells, electronics, and electromobility, a production deficit is now emerging that is bringing the precious metal increasingly into focus. For consumers, this could become a cost trap, while at the same time opening up a unique opportunity for investors. The real winners are clear: those companies that extract the coveted metal from the earth. This dynamic development brings together three players in a special constellation. The explorer Silver North Resources is a potential beneficiary, and the bulk buyers JinkoSolar and Xiaomi are drivers of demand.
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Commented by André Will-Laudien on October 21st, 2025 | 07:35 CEST
Gold USD 4,300 and Silver USD 53 – Buying frenzy at Silver North, First Majestic, Nel ASA, and JinkoSolar
Silver has been shorted by many investment banks for several years because sufficient supply was available from Mexico and other producing countries. The tide has turned. Over the past 12 months, the precious metal has caught up with its big brother gold, gaining 54%. There are several reasons for the scarcity-driven rally: there are only around 250 active silver mines worldwide, compared to around 1,400 gold mines. In addition, silver has massively expanded its importance as an industrial metal: it is indispensable in high-tech, e-mobility, defense, and medical technology. As a result, less and less physical silver is available to investors, while inventories on the futures markets continue to decline. Now is the time to take a position in silver. Alongside industry giants such as First Majestic, Silver North is among the most promising beneficiaries of the new silver boom.
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Commented by Armin Schulz on October 15th, 2025 | 07:15 CEST
How your portfolio can benefit from the green energy boom with Nordex, RE Royalties, and JinkoSolar
Winners despite turbulent times: As the global energy transition gains momentum, a future market worth billions is emerging. Ever-larger wind turbines, more cost-effective solar modules, and an explosive growth in demand for green electricity are driving the revolution. Innovative companies that produce, finance, or supply clean energy are at the heart of this boom. Three promising players have already positioned themselves and could benefit directly: Nordex, RE Royalties, and JinkoSolar.
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Commented by Stefan Feulner on September 9th, 2025 | 07:05 CEST
Enphase, dynaCERT, Siemens Energy – Renewable energy on the verge of a turnaround
Despite some massive price losses, renewable energy remains a key topic for the future. The global expansion of wind, solar, and hydrogen infrastructure continues to gain momentum, being driven forward by geopolitical crises, climate targets, and billion-dollar subsidy programs. While many investors have exited the market in recent months, falling interest rates, rising energy prices, and political tailwinds could now pave the way for a rebound. Those who think countercyclically should take a closer look now.
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Commented by Fabian Lorenz on September 4th, 2025 | 07:10 CEST
Rheinmetall shares above EUR 2,200? SELL SMA Solar? dynaCERT with SALES SUCCESS!
Could Rheinmetall shares surpass EUR 2,200 following a potential acquisition? Analysts consider this possible after taking a closer look at the Company's opportunities in the marine sector. There is even talk of a potential takeover battle with another German company. Meanwhile, sales are picking up at dynaCERT. An initial large order is expected to strengthen its distribution partnership in the Americas. If the success stories continue, higher share prices are on the cards for the cleantech company. The situation is quite different at SMA Solar. After a significant profit warning and millions in write-downs, the Company is sliding deep into the red. Analysts are lowering their price targets and see no buying opportunity even after the recent price slump.
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Commented by Fabian Lorenz on August 22nd, 2025 | 07:05 CEST
EXCITEMENT at RENK and Power Metallic Mines! Sell SMA Solar shares now?
Power Metallic Mines shares have risen by around 30% in recent weeks. According to the CEO, however, this is likely to be just the beginning. Operational progress in developing the world-class multi-metal project discovered last year could lead to a dynamic turn by the end of the year. Perhaps last year's 200% gain will even be repeated? RENK shares have gained over 200% in the current year alone. To ensure long-term success, the gearbox specialist aims to expand its business model and offer smaller autonomous tanks, among other things, in the future. SMA Solar shares have performed surprisingly well this year. Can the rally continue, or will the skeptical analysts ultimately be proven right?
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