Uranium
Commented by André Will-Laudien on January 2nd, 2025 | 07:20 CET
Uranium and defense – Rally expected in 2025! Renk, F3 Uranium, Hensoldt, Rheinmetall and thyssenkrupp in focus
After nearly 19% gains in 2024, many investors wonder whether such dream returns are repeatable in 2025. We believe so, although the growth will be selective. Stocks are no longer rising across the board; instead, they are rising due to their strength in the sectors or because of an extraordinary competitive position. Underperformers will still be abundant, and investors should, therefore, position their portfolios to weather the storm. There is a significant risk of a lower valuation in certain NASDAQ-listed stocks, which have already reached P/E ratios of over 40. One indicator of such exaggerations is the so-called Shiller P/E ratio. At 24.8, the MSCI World is currently well above its long-term average, mainly due to stocks in the technology and communications sectors, which are trading relatively well above their historical valuation median. The time has, therefore, come for a sector rotation – here are a few ideas.
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Commented by Armin Schulz on December 30th, 2024 | 07:10 CET
Myriad Uranium - Uranium prices are exploding! What is the outlook for Nel ASA and RWE?
Uranium is increasingly coming into focus. Recently, the largest uranium producers, Kazatomprom and Cameco, revised their production forecasts downward, and this at a time when the world needs more energy. Data centres for quantum computing, crypto mining, artificial intelligence, and electromobility are driving the world's hunger for electricity. At the same time, some large tech companies are researching modular nuclear reactors, which could further boost the demand for uranium. While the uranium sector is performing well, 2024 has been a tough year for hydrogen and renewable energies. We look at one company from each sector and examine the prospects for 2025.
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Commented by Fabian Lorenz on December 27th, 2024 | 07:40 CET
MicroStrategy buys Bitcoin! Nel ASA halved! F3 Uranium ultra-high grade!
The Bitcoin super-bull has struck again just before Christmas. MicroStrategy purchased an additional 5,262 Bitcoins, with an average price exceeding USD 100,000. However, the potential for a setback is increasing. The story is different for F3 Uranium, where new drilling results are described as "'ultra-high grade"'! This seems to prove analysts right. They see the fair value of the uranium explorer's shares as almost 200% higher than its current level. In contrast, experts have halved their price target for Nel ASA shares. For them, the former hydrogen high-flyer is no longer a buy, as the industry faces serious problems.
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Commented by Fabian Lorenz on December 23rd, 2024 | 08:25 CET
SHARE PRICE RALLY 2025 or cash in? Siemens Energy, thyssenkrupp nucera, Myriad Uranium
Will the Siemens Energy share continue its price rally in 2025? This year, the Siemens Energy share was the top performer in the DAX. The problems in the wind sector were outshone by the boom in the gas and grid business. Now, the major shareholder wants to cash in! What do analysts say? The chances are good that the rally will continue for Myriad Uranium. The newsflow is positive, analysts see a lot of potential, and a capital increase was easily placed. Analysts are divided on the upside potential for thyssenkrupp nucera. Is a 100% rally possible for the German hydrogen hopeful?
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Commented by Armin Schulz on December 18th, 2024 | 07:15 CET
RWE, F3 Uranium, Super Micro Computer – Profiting from the world's growing hunger for energy
Global energy demand is skyrocketing, fuelled by technological progress and the enormous appetite for electricity for electric vehicles and AI-powered data centres, whose consumption could more than double by 2028. At the same time, the energy transition faces unresolved challenges: Weather-dependent wind and solar energy supply electricity in an unreliable manner, bureaucratic hurdles slow down the expansion, and without sufficient storage, alternatives for the base load are lacking. Given these developments, nuclear power is increasingly seen as the only reliable option for both satisfying the growing hunger for energy and ensuring a stable and climate-friendly energy supply in the long term.
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Commented by André Will-Laudien on December 17th, 2024 | 07:45 CET
Vote of confidence: What is the future of high-tech and crypto? SMCI, Myriad Uranium, MicroStrategy and Palantir in focus
Yesterday, Chancellor Scholz asked the Bundestag for a confidence vote. There were 394 no votes for a continuation of the federal government, thus paving the way for elections in February 2025. How will energy policy, in particular, change? CDU rival Merz wants to tackle the issue by including all available sources. Does that mean a return to nuclear energy? The situation in Germany is dramatic. After the shutdown of seven large power plants in 2024, a new term is making the rounds: 'dark doldrums'. The term describes periods when there is hardly any wind, and the sun does not provide any energy either. The remaining fossil fuel power plants are running at full capacity, fuelled by coal, oil and gas. Internationally, nuclear power has long been recognised as a central energy source, even under the 'NetZero' framework, and the development of new technologies is advancing. What should investors pay particular attention to now?
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Commented by Stefan Feulner on December 16th, 2024 | 07:15 CET
Ballard Power, F3 Uranium, Nordex – Alternative energies with a clean rebound
While the stock market is still shining, it is dark in Germany - not referring to the current government still in office but to the weather. In addition to the fact that the sun is hardly showing, the wind is also blowing even weaker than usual. As a result, significantly less energy is being generated during the dark doldrums. Gas and coal-fired power plants have to step in here, but their electricity production is considerably more expensive. A clean alternative embraced by the rest of the world is nuclear energy. While the traffic light coalition took the last reactors off the grid, the expansion of uranium production is being strongly pushed there.
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Commented by Juliane Zielonka on December 12th, 2024 | 07:00 CET
F3 Uranium, Palantir and Alphabet: How the AI boom is driving demand for nuclear energy and benefiting tech giants
The increasing energy demand for AI applications and data centers is driving the demand for reliable, low-carbon base load supply from nuclear power. This is putting explorers like F3 Uranium in the spotlight of investors. With its PLN project and uranium holdings of up to 30.9% U3O8, the Company is positioning itself as an important raw materials supplier for this development. As an AI specialist, Palantir is benefiting from the current growth in several ways: On the one hand, through new contracts in the defense sector, such as the recent collaboration with Anduril Industries and the contract extension with the US Special Operations Command. On the other hand, the growing demand for a stable energy supply for its computationally intensive applications. Alphabet is investing heavily in its AI infrastructure, with planned spending of USD 50 billion. These investments in data centers and cloud computing require a reliable power supply, which is increasingly to be provided by nuclear power.
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Commented by André Will-Laudien on December 5th, 2024 | 07:40 CET
Portfolio Rockets for 2025! Nel ASA, F3 Uranium, Renk, Rheinmetall and Hensoldt in focus
For many investors, this year's stock market felt like a warm rain. High-tech, AI, and defense stocks reached new all-time highs, thus gilding the returns of risk-conscious portfolios. However, even with the DAX 40 index constantly setting new all-time highs, there were only 34% winning stocks in Germany compared to 66% losing stocks. The market's rally has been highly selective, driven by just a few names. This makes it all the more important to identify dormant portfolio risks, regroup, and build a lineup poised to deliver strong returns in 2025. Here are some suggestions to consider.
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Commented by Armin Schulz on December 4th, 2024 | 07:00 CET
JinkoSolar, Myriad Uranium, Plug Power – How the energy crisis can be solved
During the recent dark doldrums in Germany at the beginning of November 2024, the challenge of driving forward the energy transition exclusively with renewable sources once again became clear. Days with minimal wind and solar power production forced the country to rely heavily on fossil fuel power plants and expensive electricity imports. At the same time, energy demand is growing rapidly due to factors like electric mobility, digitalization, and industrial transformation. Given these dynamics, the debate over CO2-neutral, baseload-capable nuclear power plants is coming back into focus. Unlike wind and solar energy, these nuclear power plants provide reliable electricity and could make a decisive contribution to ensuring energy supply while meeting climate targets. We look at three companies and analyze what it takes to make these technologies a success.
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