Uranium
Commented by Fabian Lorenz on November 14th, 2024 | 07:30 CET
Big news for Siemens Energy and F3 Uranium! Shock at Plug Power!
A golden age for uranium. The US aims to triple its nuclear energy capacity, and uranium explorers such as F3 Uranium should benefit massively from this. Like the uranium price, stocks in the sector have consolidated and are currently offering an exciting entry opportunity. This year, Siemens Energy has impressively demonstrated how quickly things can go up. Now, the DAX-listed company has also raised its medium-term targets. However, the wind power division continues to struggle. At Plug Power, revenue is now also faltering. Shareholders of the hydrogen specialist have become accustomed to losses, but they are still higher than revenue. Can it go on like this?
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Commented by Fabian Lorenz on November 13th, 2024 | 07:00 CET
Over 100% PRICE GAIN? Nel ASA, SAP, and Myriad Uranium share in analyst review
The new Trump administration is likely to give nuclear energy - and consequently uranium - a further boost. At the same time, Internet giants such as Google and Amazon have already chosen nuclear energy as the solution to their energy needs. Myriad Uranium has a project in the US, and analysts see a 175% upside potential. Experts are also convinced by SAP. They see the software company as the top pick in Europe. However, the stock has already seen significant gains. Nel, on the other hand, has completely different problems. The hydrogen market, despite political support, is simply not gaining momentum. Analysts even consider a new multi-year low possible and recommend selling. Is an acquisition the only answer?
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Commented by Juliane Zielonka on November 8th, 2024 | 07:00 CET
Myriad Uranium, Plug Power, RWE: New US policy creates winners and losers in the energy sector
Donald Trump's victory in the US presidential elections could lead to significant shifts in the global energy markets. While some market participants will have to reposition themselves, promising prospects are opening up for others. The Canadian explorer Myriad Uranium will benefit from the strategic realignment of US energy policy. The decision to ban the import of Russian uranium and the successful drilling results at the Copper Mountain project in Wyoming are excellent opportunities. Hydrogen specialist Plug Power, on the other hand, is experiencing a price decline of over 22% on NASDAQ – a possible indicator of the expected changes in funding policy. Global energy supplier RWE is attracting increased attention due to speculation surrounding the entry of the activist investor Elliott...
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Commented by Armin Schulz on November 7th, 2024 | 07:30 CET
BASF, F3 Uranium, Super Micro Computer – Affordable energy is the key to corporate success
The huge appetite for energy at BASF, particularly for chemical production, must be met, as must the rapidly increasing demand for electricity from data centers using artificial intelligence. Renewable energies cannot yet fully meet this demand, as demand in the field of AI is likely to increase significantly in the coming years. Nuclear energy is an attractive option here, as it provides stable, large quantities of CO2-free energy and could thus efficiently serve both BASF and the increasing demands of AI data centers.
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Commented by Stefan Feulner on November 4th, 2024 | 07:00 CET
Exxon, F3 Uranium and JinkoSolar with tailwinds
The past trading week was marked by high volatility as the tech giants released their third-quarter results. Given the still unresolved election in the United States, it is unlikely that the volatility will subside soon. Investors should, therefore, prepare themselves for another rollercoaster ride on the markets until a final election result is confirmed.
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Commented by André Will-Laudien on October 31st, 2024 | 07:15 CET
Uranium Energy Rally 3.0! Another 100% with acquisitions at Nel, F3 Uranium, Plug Power, JinkoSolar and ARI Motors
Energy policy has become quite complex. The EU sanctions fossil fuels and gold from Russia but leaves out uranium. Why? There is one nuclear energy fan that vehemently opposes it behind the scenes in Brussels: France! Other countries like Poland, the Czech Republic, and Finland have also emerged as followers. Sweden and Romania each have two additional reactors in the planning stage, which the authorities have already approved. So, it is a two-tier society within the EU, which leaves Economic Minister Robert Habeck looking particularly foolish, especially as he secured costly LNG gas from Qatar on a 10-year contract to shut down domestic reactors. More mismanagement is hardly possible. The fact remains: with the renewed demand for uranium, supply will likely struggle to keep up in the coming years. F3 Uranium holds extensive concessions in the largest uranium mining district in the world: the Athabasca Basin. The industry is preparing for the impending supply bottleneck with acquisitions and purchases. Investors have the potential to double their returns now!
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Commented by Armin Schulz on October 30th, 2024 | 07:15 CET
Nel ASA, Myriad Uranium, RWE – The world needs CO2-free energy
The global need for CO2-free energy is more urgent than ever to combat climate change. With its low greenhouse gas emissions and high efficiency, nuclear power offers a stable energy source despite existing safety concerns. Alongside nuclear power, renewable energies such as wind and solar energy are gaining importance as they provide unlimited and environmentally friendly alternatives. Green hydrogen, produced by renewable energy sources, promises to revolutionize industries as a clean fuel source. The combined use of these technologies is crucial to reduce fossil fuel dependency and create a sustainable energy future.
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Commented by André Will-Laudien on October 17th, 2024 | 08:15 CEST
The next 200% uranium rally – will there be takeovers soon? Myriad Uranium, Nel, Plug Power, SMCI and JinkoSolar
Somehow, international energy policy has become very complicated for investors. The EU's "Net Zero" plans cannot be achieved solely by expanding renewable energies. Countries with a less pronounced green ideology, like Germany, have rediscovered nuclear power, which was once banned. China, Russia and India even want to double their capacities. Germany's neighboring countries like France, Sweden, the Czech Republic, Poland and Great Britain intend to connect more than 50 new reactors to the grid over the next 10 years. All this suggests a lack of unity in Brussels and raises the question of how to manage the global energy supply for growing populations. For investors, the starting signal in uranium has long since been given. What should dynamic investors look out for now?
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Commented by Fabian Lorenz on June 26th, 2024 | 07:00 CEST
SMA Solar shocks! Nel with partnerships! Kraken Energy shares could benefit from billionaire Bill Gates!
While Siemens Energy shares are marching towards a yearly high, driven by a new billion-dollar order from Saudi Arabia, many other energy shares - especially those in the carbon-neutral sector - have been struggling all year. Is now the time to take an anti-cyclical approach to stocks that are at rock bottom? SMA Solar has hit a new 52-week low following its profit warning. What do the analysts say? Nel ASA has not yet succeeded in breaking free with the spin-off of its subsidiary Cavendish Hydrogen. The Norwegians are relying on strong partners with a focused business model. Kraken Energy currently offers an exciting entry opportunity. Billionaire Bill Gates is making headlines with the construction of a new nuclear power plant in the US. Uranium specialist Kraken Energy could also benefit from this.
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Commented by Juliane Zielonka on June 20th, 2024 | 06:30 CEST
Apple, Kraken Energy, Palantir - Network effect for market expansion, who is ahead?
Network effects play a decisive role for companies in securing and expanding market share. Apple is strengthening its consumer credit business through its partnership with Affirm. This will allow the Company to further expand its mobile payment solution in the US while it struggles with regulatory challenges in the EU. Kraken Energy is a US-based uranium exploration company strategically positioned in the global energy industry. With a focus on high-value projects such as the Apex Uranium Mine in Nevada, Kraken Energy is capitalizing on the increasing global demand for nuclear energy resources. Palantir, on the other hand, is actively expanding its business towards B2B customers, particularly through AI-driven data analysis. Which of the three companies is ahead in terms of network effects?
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