Sustainability
Commented by André Will-Laudien on June 18th, 2024 | 07:00 CEST
Reduce CO2 and stop storms now! Lufthansa, TUI, Carbon Done Right and GameStop in the analysis check
Historic floods hit Germany. The rain of the last 4 weeks has brought indescribable masses of water to more than 3,000 communities in southern Germany. Flooded cellars and living rooms, washed away vehicles, and severely damaged buildings caused damage of around two billion euros in Bavaria and Baden-Württemberg alone. The Ahr Valley in Rhineland-Palatinate was hit by a flood of the century back in 2021. Investors can take a sustainable approach to stock selection and set green criteria for their portfolio selection. Returns are not always a factor, but at least the savings are working for a good cause. We select a few options.
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Commented by Juliane Zielonka on June 13th, 2024 | 06:45 CEST
Carbon Done Right, Amazon, BASF after the EU elections - Which Green Economy Deals are really worthwhile?
The European Green Deal is a comprehensive initiative of the European Union to tackle the challenges of climate change and promote a sustainable economy. The key elements include reducing greenhouse gas emissions by at least 55% by 2030, promoting clean mobility and the circular economy, and preserving biodiversity. The green parties have lost around 20 seats in the European Parliament. What is the general situation regarding sustainability efforts to reduce CO₂ emissions? Carbon Done Right is a Canadian company that trades its own CO₂ emission certificates through reforestation and afforestation to facilitate barter deals with major players like Microsoft and Tesla. They offer satellite monitoring of tradeable areas via a dashboard for all participants. Amazon is also entering the agricultural market. In Southeast Asia, the IT company Axons uses AWS technology to improve local food cultivation. BASF, a well-known conglomerate and chemical giant, is now researching an active ingredient obtained from natural mammalian bacteria capable of producing low-CO₂ substances for the chemical industry. Where is an investment worthwhile?
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Commented by Juliane Zielonka on June 6th, 2024 | 07:30 CEST
First Hydrogen, RWE, Rheinmetall - Sustainable investments with hydrogen and armaments
According to estimates, the global hydrogen production market will reach USD 230.81 billion by 2030. Both governments and industry are, therefore, in favour of the rapid development of this technology. The Canadian company First Hydrogen has already successfully tested a hydrogen fuel cell-powered van specially developed for the logistics sector. International logistics companies and vehicle manufacturers are now signaling their interest in working together. The energy company RWE is also focusing on hydrogen. The construction of hydrogen power plants in Germany is to be driven forward with two European partners. Rheinmetall, on the other hand, is expanding into the Baltic States. A new ammunition plant is being built in Lithuania. This will result in many lucrative advantages for the German group. Which investment is most likely to yield returns?
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Commented by Armin Schulz on June 3rd, 2024 | 07:30 CEST
Siemens Energy, Carbon Done Right Developments, ThyssenKrupp - Benefiting from the decarbonization megatrend
The world faces the challenge of mitigating climate change and developing clean energy sources. Companies offering innovative solutions for a sustainable future will gain a competitive advantage in the long term. For energy-hungry industries in particular, it is difficult to meet all demand through clean energy generation, and so carbon credits are needed to offset CO2 emissions. Using CO2 certificates offsets emissions and thus makes a valuable contribution to climate protection. We take a look at Siemens Energy, a clean energy producer; Carbon Done Right Developments, which produces CO2 certificates; and ThyssenKrupp, which aims to convert its steel industry to hydrogen energy.
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Commented by André Will-Laudien on May 21st, 2024 | 07:30 CEST
Blackout ahead! Artificial intelligence becomes a power problem: Plug Power, Nel ASA and Carbon Done Right Developments
OpenAI has unveiled a new version of ChatGPT that communicates more humanely than any AI before it. Google is also rebuilding its search engine and will answer queries with AI-generated summaries in the future. According to experts, the boom in such tools could soon lead to network overload or even a blackout. This is because AI applications consume an enormous amount of power in data centers. The energy consumption of an AI-generated question differs from a normal search engine entry by up to a factor of 10. This puts the energy transition at risk, as full electrification will require more and more electricity for electric vehicles, heat pumps and electricity-based industrial solutions, which politicians want to come from renewable energy sources. However, the International Energy Agency predicts that the electricity demand will increase by 80 to 150% by 2050. The stock market evaluates energy companies according to their return potential without any ideological bias. Where are the opportunities for investors?
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Commented by Fabian Lorenz on May 15th, 2024 | 07:00 CEST
Horror at Plug Power! The cash registers are ringing at TUI and Carbon Done Right Developments!
The stock market is sometimes crazy. Plug Power reported a slump in sales and further increasing losses, yet the share price can rise significantly. Is this the turnaround for the hydrogen share? What caused the share price to rise? In contrast, the cash registers are ringing at TUI and Carbon Done Right Developments. The latter is benefiting from milestone payments from oil giant BP for a reforestation project to improve its environmental footprint. And business is also booming at TUI. The tourism group will present its financial results today, and the outlook for the summer season should be positive. Analysts see 50% upside potential.
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Commented by Juliane Zielonka on May 9th, 2024 | 07:15 CEST
Carbon Done Right, Varta, Siemens Energy - On the road to success with clean energy
The global energy transition requires active measures to tackle current environmental issues. Companies such as carbon credit trader Carbon Done Right are proving how a consistent focus on clean energy through environmentally friendly projects brings environmental and economic benefits. Their innovative use of AI to precisely monitor their tree inventories ensures complete traceability of their carbon credits, which creates trust with investors and buyer companies such as Microsoft. Innovations are urgently needed for economic success at VARTA AG. A large-scale battery research project based on common salt as an energy source is intended to bring the ailing company back into the profit zone. Siemens Energy is already one step ahead. The current balance sheet reflects the ongoing restructuring measures and tough cost-cutting measures to further advance clean energy technologies. But one thing is falling by the wayside...
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Commented by Stefan Feulner on April 23rd, 2024 | 07:30 CEST
Plug Power, Carbon Done Right Developments, Nel ASA - Exponential growth
In recent months, geopolitical uncertainties have increased with escalations in the Gaza Strip and the ongoing conflict in Ukraine, dominating the headlines in newspapers and news portals. As a result, reporting on climate change has taken a back seat somewhat. Nevertheless, it remains one of the most significant challenges in human history. Due to global warming, extreme weather events and natural disasters are increasing noticeably. In addition to the expansion of renewable energies, the introduction of emissions certificates is considered an effective means of promoting climate protection.
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Commented by Armin Schulz on April 15th, 2024 | 06:15 CEST
Varta, Carbon Done Right Developments, Bayer - Buy when the cannons are firing?
The stock market is a fascinating place where investors have to weigh up their opportunities and risks. An often-quoted stock market adage is: "Buy when the cannons are firing". The idea behind this is that one can find opportunities for lucrative investments in times of crisis when market sentiment is particularly poor. Warren Buffett also supports the idea of buying securities or companies at times when the majority of investors are pessimistic, causing prices to fall below the actual value of the investments. He said: "Be greedy when others are fearful and be fearful when others are greedy." We have selected three candidates who have recently lost ground and shed light on whether an investment is worthwhile.
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Commented by André Will-Laudien on April 11th, 2024 | 07:15 CEST
Nvidia, Super Micro Computer, Carbon Done Right Developments - Sell artificial intelligence now!
The stock market has been celebrating a significant advancement in productivity on this planet for months: the replacement of human labor with learning machines. What James Cameron envisioned in the 1980s with his movie "Terminator" has now become a reality. The era of job destruction is now underway around the globe. Standard services or control processes, such as those in call or quality centers, are particularly affected. The friendly voice on the phone that takes care of your problem could already be an AI-generated response. You may only notice it when asking questions that deviate from the norm. Economists predict a leap in productivity of over 20% in the next 10 years. However, it is doubtful whether high-tech stocks on the NASDAQ will continue to perform as erratically as they have recently. It may be time to consult a stock market AI. We have a few ideas on this matter.
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