greenhydrogen
Commented by Fabian Lorenz on February 8th, 2023 | 11:42 CET
More than 100% possible: Analysts on Nel ASA, Saturn Oil + Gas and the Tesla chaser BYD
Hydrogen specialist Nel ASA is entering the new year with a tailwind. The Norwegian company's stock has already gained more than 20% this year. Operationally, the Company aims to make significant progress in 2023 after a challenging previous year. A new order was reported to match this. And then analysts are also raising the price target. Analysts see over 100% price potential in the oil producer Saturn Oil & Gas. The experts assess the recent acquisition of the Canadians as positive and see a significant undervaluation compared to the peer group. In addition, analysts at Commerzbank see a rising oil price. For e-cars, Tesla has triggered price reductions. BYD is also affected by this. Things are also likely to get more uncomfortable in the primary market of China in 2023. Nevertheless, BYD should continue to grow in the current year.
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Commented by Nico Popp on February 7th, 2023 | 16:16 CET
Are E-cars facing the end? Mercedes-Benz, dynaCERT, NEL
What constitutes mobility is changing. There are also many mobility terms. It is increasingly difficult for automakers to position themselves. Except for BMW, all major manufacturers are now focusing exclusively on battery-powered e-cars. The trend is even so intact for decision-makers at major corporate headquarters that type designations introduced for e-cars are facing extinction. But not all automakers are convinced that e-cars are the way to go.
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Commented by Armin Schulz on February 6th, 2023 | 07:46 CET
Nel ASA, Manuka Resources, TUI - Which stocks will take off in 2023?
Shares are a popular form of investment that can hold a lot of potential. Particularly interesting are stocks that are positioned before a turnaround. This means that the Company has had difficulties in the past but is now expected to see positive changes in its business potential. These stocks can bring large profits if successful, as they often trade at lower prices and have great upside potential. However, it is important to thoroughly analyze the Company's financials and business model before investing in such stocks. We take a look at three promising titles.
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Commented by Fabian Lorenz on February 3rd, 2023 | 09:58 CET
Hydrogen shares: New favourites First Hydrogen and PNE instead of Plug Power and ITM Power?
Hydrogen stocks have electrified investors' imaginations for years. But 2022 pure plays like Plug Power, Nel and ITM Power have disappointed. Not just in terms of share price performance but operationally as well. In contrast, newcomer First Hydrogen was one of the high flyers. The share price shot up by more than 100%, and the hydrogen commercial vehicles passed the tests. The Canadians want to continue to step on the gas in the current year. The share should benefit from this again; at CAD 200 million, it does not appear expensive. Now the German PNE is also entering the billion-dollar market. Following the end of takeover speculation, new impetus from green hydrogen is welcome. ITM Power sends a sign of life with an order from Linde.
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Commented by Nico Popp on January 24th, 2023 | 16:04 CET
Hydrogen vision or greenwashing? Amazon, First Hydrogen, Plug Power
Nowadays, various sustainability projects are under criticism, for example, when companies invest in forests to offset their CO2 emissions. Even the EU Commission has been accused of greenwashing following its decision to classify natural gas as sustainable. The critical discourse that has now been initiated could put many companies under scrutiny. We explain where sustainability is just PR and where the hydrogen vision can become a reality.
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Commented by Armin Schulz on January 4th, 2023 | 18:21 CET
Nel ASA, dynaCERT, Plug Power - The future of sustainable energy is now!
The hydrogen market is an integral part of the energy transition, as hydrogen is a clean alternative to fossil fuels. A wide range of applications are possible with hydrogen. Now that Germany is giving up Russian gas, independence from other gas suppliers is also the goal. Saxony-Anhalt's Chairman of the Conference of Energy Ministers, Armin Willingmann, is therefore calling for the industrial production of green hydrogen. With the expansion of renewable energies, the storage of surplus electricity as green hydrogen is a sensible solution. We, therefore, take a look at three companies that have developed their products around hydrogen.
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Commented by André Will-Laudien on December 28th, 2022 | 08:12 CET
Goodbye Tesla shares - Now bet on the hydrogen rally 2023: Plug Power, First Hydrogen, Nel, Ballard Power
Tesla is experiencing a continued decline in demand in China. According to internal plans, the assembly lines at the production site in Shanghai will be at a standstill for almost two weeks in January. The US electric carmaker plans to produce at its main factory at the beginning of 2023 only, from January 3 to 19. Around the Chinese New Year, Tesla will stop the assembly lines. Tesla did not give an official reason for the surprising break. The Company, founded by Elon Musk, has yet to respond to press requests to comment on the production cuts after Christmas. The share has now lost 40% in 4 weeks and continues to go down unchecked. Last Saturday, Tesla had already largely stopped production in Shanghai for the rest of the year. The prospects for electric car makers are clearly darkening, and we look to alternatives such as hydrogen.
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Commented by André Will-Laudien on November 29th, 2022 | 11:10 CET
Hydrogen from Qatar: Nel, Plug Power, dynaCERT and ThyssenKrupp, winners in H2 fever!
"The accelerated expansion of hydrogen supply chains is central to the transition to sustainable energy." Economics Minister Habeck welcomed the planned cooperation between German companies and Emirati producers of hydrogen. For this purpose, there is a new research cooperation between the Fraunhofer Institute and the Ministry of Energy of the United Arab Emirates. Of particular interest to Germany is the production, storage and delivery of green hydrogen to the EU. Whether the FIFA World Cup will help to deepen industrial relations in this field is not certain. But what is important is that hydrogen technology is finally gaining momentum worldwide. We take a look at the protagonists in the round-up for important investments.
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Commented by Stefan Feulner on November 24th, 2022 | 13:01 CET
dynaCERT, Pathfinder Ventures, SFC Energy - Small caps on the upswing
After the sharp corrections of the last months, the time of suffering of many shareholders of growth companies seems to be over. The companies, which have been badly affected by the stricter monetary policy, are sending clear signs of life, both in terms of charts and fundamentals. Volatility is likely to remain in the coming months. From a long-term perspective, however, there are attractive entry levels at a significantly cheaper level with opportunities for a strong rebound.
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Commented by Fabian Lorenz on November 23rd, 2022 | 11:43 CET
China causes a bang in Qatar: Opportunity for Nel ASA, Plug Power, First Hydrogen, ITM Power
Germany wanted to secure liquefied natural gas (LNG) from Qatar to reduce its dependence on Russia. But now China is digging in and securing LNG supplies from the emirate for the next 27 years. During this time, 108 million tons are to be supplied. Germany only wanted to commit for 5 years. While this does not necessarily take the German government's deal off the table, it does show that gas supplies will continue to be anything but secure or cheap in the future. And it shows how vital hydrogen will be in the future and that policymakers must push for its promotion because hydrogen from renewable energies can at least partially replace natural gas. Companies like Nel ASA, Plug Power and First Hydrogen can benefit from this. In 2022, however, only First Hydrogen was convincing.
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