Sustainability
Commented by André Will-Laudien on June 17th, 2025 | 07:20 CEST
Cement 2.0: Argo Living Soils makes concrete smarter and more climate-friendly
Global CO₂ emissions are a significant contributor to global climate change. In addition to global transportation and energy use, the construction industry, particularly through concrete and cement, also plays a major role. According to a 2022 study by UNEP, the construction sector accounts for around 37% of global CO₂ emissions. Decarbonizing construction is, therefore, a key task in meeting international climate targets. With the founding of a specialized subsidiary and the use of bio-graphene, Canadian company Argo Living Soils is venturing into the concrete industry and combining ecological innovation with industrial scalability. It is worth taking a closer look because the potential is enormous!
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Commented by Stefan Feulner on June 16th, 2025 | 07:00 CEST
Novo Nordisk, dynaCERT, Verbio – Do not panic!
No, Donald Trump was not the focus of attention this week, even though the US president invited people to a parade to celebrate his 79th birthday. Instead, the escalating conflict between Iran and Israel dominated the last few days of the trading week. So far, investors seem relatively unimpressed by the flaring conflict. Energy stocks, especially oil producers, have risen sharply, which could signal an end to the correction of the past few months.
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Commented by Nico Popp on May 29th, 2025 | 07:30 CEST
"Best-in-Class" – How sustainability generates returns: Rio Tinto, Barrick Gold, and Power Metallic Mines
Large commodity companies such as Rio Tinto and Barrick Gold regularly had to listen to criticism at their annual general meetings: Activist shareholders and investors with a long-term focus called for greater sustainability. And not without reason: In 2020, mining was responsible for 4 to 7% of greenhouse gas emissions. A lot has happened since then. Regulatory requirements and investment principles, such as the "Best-in-Class" approach, reward innovators in the field of sustainability. We explain how ESG can boost returns in mining.
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Commented by Nico Popp on May 22nd, 2025 | 07:15 CEST
Hydrogen: Solutions instead of pipe dreams – Ballard Power, Plug Power, dynaCERT
Do you remember the market five years ago? Stock prices knew no limits. Hydrogen companies in particular were considered the next big thing. And today? The era for grand visions is over. When it comes to hydrogen, what is needed now are tangible solutions that work immediately and pay off quickly. We take a closer look at the business models of Ballard Power, Plug Power, and dynaCERT - and we do not shy away from evaluating the stocks either. Which hydrogen stock is delivering returns right now?
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Commented by André Will-Laudien on May 12th, 2025 | 07:10 CEST
Is RENK riding the next wave? Heidelberg Materials and Argo Living are at the forefront of sustainability!
Russia's war of aggression against Ukraine and the recent tensions in transatlantic relations have triggered a profound change in the financial sector. Today, Fund managers ask themselves which criteria can be used as "ESG-compliant" or "sustainable" in this new era. The industry remains divided when it comes to defense companies. Nevertheless, fund managers are almost forced to invest in defense in order not to miss out on the steep return trend in 2025. Investors find themselves caught between expected returns and the desire for peace and stability. For RENK shares, this dilemma has given rise to dream returns that, in our view, are not yet reflected in the current figures. Heidelberg Materials and Argo Living, on the other hand, are focusing on sustainable products and have delivered impressive balance sheets so far. Investors should proceed selectively.
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Commented by André Will-Laudien on July 30th, 2024 | 07:00 CEST
Olympic turnaround expected: TUI and Lufthansa bombed out, dynaCERT on the move, and BayWa poised for a comeback!
When shares fall sharply, there are often fundamental reasons, but sometimes the story is misunderstood by investors, and both scenarios can occur simultaneously. In the case of the tourism shares TUI and Lufthansa, it is noticeable that the share prices are going nowhere in the middle of the holiday season. Are there still skeletons in the closet? BayWa is at least making some headway but is dangerously overindebted. The hydrogen specialist dynaCERT now has all the pieces of the puzzle together, and significant movement is expected soon. We provide deeper insights for your portfolio strategy.
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Commented by André Will-Laudien on July 29th, 2024 | 06:30 CEST
Here we go! Olympic 250% with hydrogen! Nel, Plug Power, First Hydrogen, thyssenkrupp and nucera
Olympia goes Hydrogen! Japanese car manufacturer Toyota is providing a fleet of 500 Mirai hydrogen vehicles, 10 hydrogen buses, and 1,150 electric vehicles for the Olympic Games in Paris. Although hydrogen vehicles, such as the Toyota Mirai, produce virtually no emissions, 96% of the hydrogen produced worldwide still comes from fossil fuels such as methane gas. As a result, most hydrogen vehicles currently cause significantly more pollution than battery-powered electric vehicles and are only marginally cleaner than conventional combustion engines. However, there are notable exceptions: First Hydrogen is demonstrating how things could work in the future with the EU's 'Net Zero 2050' target!
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Commented by Juliane Zielonka on July 25th, 2024 | 07:45 CEST
Plug Power, Carbon Done Right, BASF: Raising capital, climate protection projects, and cost optimization for returns
The energy sector is undergoing radical change, with far-reaching consequences for companies across various sectors. The hydrogen specialist Plug Power is struggling with financial bottlenecks despite state subsidies and has to carry out a capital increase on unfavourable terms. The sustainability company Carbon Done Right reports initial successes with its reforestation project in Sierra Leone. The Canadians are thus further establishing themselves in the growing market for CO₂ certificates. The chemical and agricultural company BASF is responding to the changing conditions in Germany by closing plants. The energy transition requires not only technological innovations but also new business models and flexible adaptation strategies. Which of the three companies will win the race this time?
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Commented by André Will-Laudien on July 19th, 2024 | 07:15 CEST
Top energy transition shares: 100% returns through CO2 reduction! Nel ASA, Plug Power, Carbon Done Right, and dynaCERT
Heat records, floods, and energy shortages! This summer, all climate change issues are on the table. Since the nuclear power plants were shut down, Germany has lacked a reliable base load power supply. Pronounced grid weaknesses are increasing, with no improvement in sight. Economics Minister Habeck wants to build gas-fired power plants as quickly as possible, which can later be operated with hydrogen. Nice idea! Meanwhile, Berlin's economic experts are buying French nuclear power to fill existing gaps. Nobody can scientifically prove the difference in climate technology between here and there, but German consumers are happy to pay for this nonsense through their electricity bills. This is how EU energy policy works. Since expenses are continuously rising, we focus on increasing revenue streams. Here are some ideas for your energy portfolio.
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Commented by Fabian Lorenz on July 11th, 2024 | 06:55 CEST
Shares with breakthrough potential? Evotec, Varta, and Carbon Done Right Developments
Evotec is currently going from strength to strength. Yesterday, a partnership with pharmaceutical giant Pfizer boosted the share price. Will the resistance at EUR 10 now finally fall? There has also been positive news for Varta recently. Is the possible collaboration with Porsche a game changer? Analysts have a clear opinion on this matter. At Carbon Done Right Developments, investors are eagerly awaiting the AIM listing. Once it happens, the share price could explode, as the Company is working on an ecosystem within a billion-dollar market. Should you position yourself now? In any case, all three companies are working towards a breakthrough.
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