cleantech
Commented by Fabian Lorenz on June 23rd, 2026 | 07:15 CEST
Nordex Surges Higher! Sharp Revenue Decline at thyssenkrupp nucera! Is dynaCERT a Buy Now?
Nordex appears to have completed its consolidation phase. Following a sharp correction, the wind turbine manufacturer's stock has rebounded strongly in recent weeks. Yesterday, orders from the US provided fresh momentum. Investors could also speculate on a significant share price recovery driven by new orders at dynaCERT. The cleantech company's stock has corrected significantly in recent weeks. The German management team has focused on series production and sales in recent months, which should bear fruit in the second half of the year. Analysts are certainly bullish. There is also a "Buy" recommendation for thyssenkrupp nucera. However, the most recent quarterly report has caused some disillusionment. While order intake was positive, the revenue decline was quite dramatic.
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Commented by Tarik Dede on June 23rd, 2026 | 07:10 CEST
Royalties & licensing: investors can win with ARM Holdings, RE Royalties and Franco-Nevada!
You can build business models with high margins without owning a single factory or site. On the capital markets, that's mainly companies that collect license fees or royalties. Companies provide capital and in return share in their partner's revenue. This has long been the case in the music industry, and likewise in mining, the chip industry, the cleantech sector and the pharmaceutical industry. For investors, such companies offer big advantages, since in most cases they carry little or no operating risk. Because the contracts often run for years or decades, the income they generate is also very stable. While mining and cleantech players tend to offer steady payouts, tech pioneers use the cash flow for massive growth. Today we therefore look at the shares of ARM Holdings, RE Royalties and Franco-Nevada!
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Commented by Jens Castner on June 23rd, 2026 | 07:05 CEST
STELLANTIS, PURE ONE, AND VOLVO: THREE BETS ON THE FUTURE OF ZERO-EMISSION DRIVETRAINS
Electromobility is a divisive issue—both on the stock market and on the road. While Stellantis is supposedly trading at bargain levels following an 80% drop in its share price, investors are paying a hefty valuation premium for Volvo, the Swedish truck market leader. In between them is Pure One, an Australian micro-cap company that is reinventing the capital-intensive heavy-duty commercial vehicle business using the Apple model—and, according to analysts, has the potential to become a tenbagger. Three companies, three risk profiles, one common theme: Who has the lead in the race for zero-emission propulsion? A status report.
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Commented by Stefan Feulner on June 22nd, 2026 | 06:40 CEST
Siemens Energy, dynaCERT, BYD: The Next Wave of Growth Is Already Underway
The global energy and technology transition is rapidly gaining momentum. AI data centers, electric mobility, and stricter climate regulations are driving demand for electricity, critical raw materials, and efficient energy solutions to new record levels. At the same time, modern technologies for reducing emissions, smart energy grids, and high-performance battery systems are opening up growth markets worth billions. Companies that position themselves early in these future-oriented industries could benefit disproportionately from a long-term investment boom.
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Commented by Nico Popp on June 22nd, 2026 | 06:35 CEST
Verbio, E.ON, and A.H.T. Syngas: Market Leaders and Challengers
The recent energy price shock and regulatory requirements are accelerating the transition to low-carbon alternatives to fossil fuels. As a result, the energy industry is transforming. To achieve the industry's ambitious decarbonization goals, energy providers are increasingly focusing on modular systems for utilizing biogenic residues. Major market leaders are increasingly securing technological scalability through acquisitions, as building green business models organically is a lengthy and risky process. Multi-billion-dollar acquisitions in the biomass and biogas sectors are driving a wave of consolidation. Decentralized solutions for generating baseload electricity and hydrogen have long been a key pillar of the energy transition. We highlight three companies.
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Commented by Jens Castner on June 19th, 2026 | 07:40 CEST
CHIPS, WAFERS, AND BATTERIES: TSMC DOMINATES, SILTRONIC STRUGGLES, HPQ SILICON GOES ON THE OFFENSIVE
The global technology industry is facing its greatest test yet. The battle for supremacy in microchips and battery materials has long since taken on a highly explosive geopolitical dimension. While nearly the entire tech sector is dependent on the Taiwanese giant TSMC, the operational hurdles faced by the German wafer specialist Siltronic reveal just how vulnerable Western supply chains really are. But away from the billion-dollar conglomerates, a new generation of challengers is quietly emerging. A prime example is the Canadian cleantech company HPQ Silicon, which is preparing to tackle dependence on Asian raw material monopolies at the root through disruptive plasma technologies.
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Commented by Carsten Mainitz on June 18th, 2026 | 10:00 CEST
Architects of the New Energy Economy: How A.H.T. Syngas, Verbio, and E.ON Benefit from the Circular Economy and Decarbonization
For a long time, the energy transition was primarily associated with solar panels, wind turbines, and the phase-out of fossil fuels. However, the picture is now much more complex and nuanced. Industry, agriculture, municipalities, and energy providers face the challenge of using raw materials more efficiently, reducing waste, lowering CO₂ emissions, and remaining economically competitive. The circular economy, resource efficiency, and the economic utilization of (regional) waste materials are gaining in importance. A.H.T. is positioning itself at this intersection with compelling solutions.
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Commented by Armin Schulz on June 18th, 2026 | 07:55 CEST
Forget Pure Diesel Engines: Nel ASA, dynaCERT, and Daimler Truck Offer Green Returns
The logistics industry is set to undergo what is likely to be its most far-reaching structural transformation in 2026. As diesel prices have hit record highs and the CO₂-based truck toll takes full effect starting next year, new EU regulations are forcing freight carriers to radically rethink their strategies. The pressure on the transportation industry is immense, and this is precisely where a unique investment opportunity is emerging. Three players are addressing this challenge with strategically different yet perfectly coordinated approaches. Nel ASA is delivering the green infrastructure for tomorrow, dynaCERT offers the immediately effective bridge technology for today, and Daimler Truck is working on the production vehicle for the day after tomorrow to capitalize on the growing billion-dollar market.
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Commented by Armin Schulz on June 16th, 2026 | 07:35 CEST
How to Capitalize on the Billion-Dollar Market for Zero-Emission Commercial Vehicles with BYD, Pure One, and Plug Power
In late December 2026, DACHSER will become the first customer worldwide to put the Mercedes-Benz NextGenH2 truck, powered by liquid hydrogen, on the road. At the same time, WattEV in California ordered 370 Tesla Semis—the largest single purchase of electric trucks in the state. And in April 2026, Pure One delivered two 32-ton hydrogen-powered concrete mixers to Heidelberg Materials for acceptance. These three announcements from recent weeks prove that the zero-emission commercial vehicle market is taking off. This is precisely where BYD, Pure One, and Plug Power are positioning themselves with different but highly profitable strategies.
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Commented by Matthias Schomber on June 16th, 2026 | 07:20 CEST
Vonovia is Struggling, Evotec is Reinventing Itself, and dynaCERT is Expanding—Three Stocks Under the Microscope! Who has the Upper Hand?
Three stocks, three completely different stories, yet all three are currently at a point that is likely to determine their performance over the coming months. Vonovia, for example, is struggling with rising interest rates and a real estate market that refuses to recover. Evotec is in the midst of a profound restructuring and has just reshuffled its supervisory board. And dynaCERT, the Canadian cleantech specialist, is pushing ahead in Southeast Asia: Vietnam could be the next step. On top of that, a geopolitical shock is shaking up markets: the US and Iran have reportedly reached a deal, and the Strait of Hormuz is set to reopen. Oil prices have fallen sharply in response. What this means for energy costs, real estate markets, and cleantech companies is still unclear. But a closer look reveals that all three stocks offer more than just headlines. Where should investors enter now?
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