Uranium
Commented by Stefan Feulner on February 13th, 2024 | 07:15 CET
Nordex, Kraken Energy, Siemens Energy - Energy shares making a comeback
Whether wind, solar or hydrogen, in recent months, listed companies in the renewable energy sector have almost exclusively undergone a sharp correction. The expectations of market participants at the beginning of the decade for achieving climate goals were too high. Currently, there seems to be an end in sight, with the first fallen angels forming a solid foundation that could lead to a new upward wave. The nuclear energy sector has already started to pick up, with the uranium price reaching a new multi-year high. Further opportunities to participate in the upward trend lie dormant here, particularly in the second tier.
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Commented by Fabian Lorenz on December 21st, 2023 | 07:10 CET
New share price horror at Bayer, price explosion at CropEnergies and GoviEx Uranium
CropEnergies shareholders were treated to a real treat yesterday, December 20. The share price rose by almost 70% to EUR 11.50. The parent company, Südzucker, wants to completely take over the biofuel producer. What do analysts say about the deal? Experts remain negative on Bayer. The Leverkusen-based company is one of the weakest DAX shares in 2023 and, according to analysts, could fall further to EUR 25. Are additional fines looming in the US? In contrast, the price of uranium is robust. The Climate Conference in Dubai once again confirmed that many countries worldwide are relying heavily on nuclear energy. The GoviEx Uranium share should benefit from this trend in the coming year. The capital requirement has been covered, and the share has a 30% upside potential in the initial phase.
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Commented by André Will-Laudien on December 13th, 2023 | 07:45 CET
Uranium, lithium or gold? The climate conference tells us which way to go! BYD, Globex Mining, VW and Mercedes!
At the international climate conference in Dubai, several Arab countries sharply criticized and ultimately rejected the global move away from fossil fuels. The move by Western countries is an "aggressive attack", said Kuwaiti Oil Minister Saad Hamad Nasser al-Barrak yesterday, Tuesday. "I am astonished by this extraordinary insistence on depriving people and many countries of their basic source of energy. This approach is racist and colonialist," al-Barrak continued. This means that there will be no decision on a global phase-out of oil and gas with the OPEC states. Therefore, the current World Climate Conference is likely to be inconclusive or conclude with unilateral declarations from the EU. However, there is much to suggest that commodities that positively impact the global climate will remain on the import list of industrialized countries. Which shares should be considered in this mixed situation?
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Commented by André Will-Laudien on December 4th, 2023 | 07:30 CET
COP28 Climate Summit in Dubai boosts uranium shares! Cameco, GoviEx Uranium, Siemens Energy and E.ON in focus
With a raised finger, Chancellor Scholz calls for a global shift away from fossil fuels in Dubai. Climate change remains "the great global challenge of our time". He is thus appealing to the almost 200 countries, which are holding energetic consultations until mid-December, to join in the energy transition formulated in Germany. Specifically, he proposed an agreement on two binding targets that are already consensus among the industrialized countries of the G20: One is to triple the expansion of renewable energy, and the other is to double energy efficiency - both by the year 2030. So far, more than 110 countries have agreed to expand green energy production at this rate. However, there is also the opposing party: around 20 countries want to almost triple their investment in nuclear energy. Where are the winners hiding?
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Commented by Stefan Feulner on November 7th, 2023 | 06:50 CET
Cameco, GoviEx Uranium, Nel ASA - The coast is clear
According to political plans, Germany wants to become climate-neutral by 2045, while the US has set itself this target for the middle of the current century. These targets are to be achieved through the use of renewable energies, heat pumps, electromobility and electricity and hydrogen networks. Outside of Germany, nuclear power is still being maintained, without which the climate targets could not be achieved, according to experts. While the price of uranium has climbed to a new 13-year high in recent weeks, renewable energy companies have been stumbling from one annual low to the next. Now, a bottom seems to be forming, at least in the short term.
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Commented by André Will-Laudien on October 24th, 2023 | 07:00 CEST
Uranium with exploding demand! Uniper, GoviEx Uranium, Plug Power, RWE - The next 100% value in the portfolio
With a global alliance, the participants of the last climate conference in Cairo want to implement their NetZero targets by 2035 or 2045. The speed of adaptation to more sustainable energy production and use is, of course, dependent on the public investment budgets of governments. In Germany and the EU, eco-taxes are levied to fund other areas, such as transport, which are then to be invested in environmental projects. However, most participants in the climate agreement are overburdened because of the high costs of migration management and rising government spending. However, because many countries still have a good infrastructure for nuclear energy, this form of energy is now being used to achieve the desired climate neutrality somewhat earlier and more easily. The protagonists of this view in Europe are France, Spain, Poland and the Czech Republic - Germany is staying out of this issue. However, around 100 new reactors are to be built worldwide, so uranium as a raw material is once again at the top of the shopping list. Which stocks are at the forefront of this trend?
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Commented by Nico Popp on October 10th, 2023 | 07:30 CEST
Good for the Climate - and the Returns: Nordex, Vestas, GoviEx
Climate protection is rightly booming. But what if renewable energy simply doesn't make financial sense, and private investors are hesitant to get involved? The wind power industry, in particular, has been under pressure for years. We explain what is holding back companies like Nordex, when their shares could make a comeback, and explore lesser-known alternatives in the field of climate protection. Let's get started!
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Commented by Armin Schulz on September 25th, 2023 | 07:30 CEST
RWE, GoviEx Uranium, Plug Power - Profits with tomorrow's energy
Nuclear power has long been a controversial source of energy. However, if one wants to produce energy in a carbon-neutral way, nuclear power plants are part of the solution. Uranium is needed to operate them, and its price has recently increased significantly. It is no wonder, as there are 61 power plants in planning and 57 under construction worldwide. While some countries, such as France and China, rely heavily on nuclear power, Germany has decided to phase it out. Since then, Germany has had to import electricity, as renewable energies are not yet capable of meeting the base load. To do this, storing surplus energy would have to be possible. The solution could be green hydrogen. Therefore, we look at an energy supplier, a future uranium producer and a producer of green hydrogen.
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Commented by Fabian Lorenz on September 13th, 2023 | 09:05 CEST
Nel share on the verge of recovery? Tui and GoviEx Uranium with a turnaround
Whether in NOK or EUR, the Nel share chart is severely battered. Does this also apply to the Norwegian company itself? Currently, the answer is somewhat mixed. Nel once again proves that the strategic prospects for hydrogen are huge, but the Norwegian's losses are high, and shareholders must expect dilution. In contrast, GoviEx Uranium is looking good at the moment. The Canadians are the only uranium developer with two African projects ready for development and near-term production. Chart-wise, the stock is turning around, and the market capitalization does not seem too high. Tui is doing well operationally, and the summer season should make the tourism group's cash register ring. Analysts remain divided, however.
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Commented by Juliane Zielonka on September 1st, 2023 | 08:10 CEST
GoviEx, Siemens Energy, Delivery Hero - Which stocks have the greatest growth potential
Seamless energy supply has become a competitive advantage. France, for example, gets 70% of its electricity from uranium. With an outstanding uranium recovery rate of 88% in Zambia, GoviEx supplies the world with this valuable energy source. The Company focuses on the exploration and development of uranium deposits in Africa. Renewables, however, are not quite taking off for them. Siemens Energy is facing significant cost problems in its onshore wind turbine business. Damages to rotor blades and bearings could cost the Company up to EUR 4.5 billion. People always need to eat. Those who prefer ordering food in light of high electricity costs should look at Delivery Hero. Citigroup seems to have better information on the delivery service than current investor sentiment suggests.
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