hydrogen
Commented by André Will-Laudien on January 28th, 2025 | 07:20 CET
DeepSeek hits right in the eye! Selective correction on the way! Watch out for Nel, Siemens Energy, First Hydrogen, and SMCI
The Chinese language model DeepSeek is stirring up the AI market. The entire tech sector is reacting nervously and showing significant price losses. Artificial intelligence (AI) is proving indispensable in many areas. Large language models like ChatGPT are already helping to solve complex tasks, and their further development promises enormous advances for the economy and society. The new Chinese language model is seen as a serious challenge to US dominance in AI and threatens the dominance of the hyped US companies. The AI assistant introduced on January 10th recently overtook rival ChatGPT as the top-rated free software application in Apple's App Store in the US. A shot across the bow for Nvidia and associated companies. Some green energy stocks are also coming into focus. Is it time to jump on board now?
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Commented by Armin Schulz on January 28th, 2025 | 07:10 CET
Plug Power, dynaCERT, Daimler Truck – Now is the hour of blue hydrogen
"Drill Baby Drill," said Donald Trump in his inauguration speech. The US wants to produce more oil and natural gas domestically, but while oil is still in demand, the US already has enough natural gas today to export. What should be done with the gas when the storage facilities are full? One option is to use the surplus gas to produce blue hydrogen. The national energy emergency declaration will reduce regulatory hurdles, paving the way for projects like blue hydrogen production. As a result, the price of blue hydrogen will decrease. This is reason enough to look at three companies banking on hydrogen within their business model.
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Commented by Stefan Feulner on January 20th, 2025 | 07:30 CET
Daimler Truck, First Hydrogen, Siemens Energy – Hydrogen with rebound potential
From a stock market perspective, 2024 was a year to forget for companies in the hydrogen fuel cell segment. Companies like Plug Power and Nel ASA faced significant setbacks, continuing to shed the inflated valuations that had ballooned since the pandemic lows. There is no question that hydrogen technology remains fundamental to the climate turnaround. However, smaller, innovative competitors are now pushing their way to the fore and could benefit disproportionately from the next upward wave.
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Commented by Fabian Lorenz on January 15th, 2025 | 07:00 CET
Horror for Nel share! Nordex and First Hydrogen impress!
Nel ASA is plunging - both operationally and in its stock performance. The hydrogen pioneer is shocking the capital market with massive job cuts and a production stop at its main plant. What are the reasons? Is there any improvement in sight? On the day of the Nel crash, First Hydrogen delivered a positive highlight. As a result, the share price even rose slightly. The technology company belongs to the new generation of hydrogen specialists. Its fuel cell commercial vehicles have passed the practical test, and the stock appears ready for a re-rating. Analysts believe that Nordex shares could make a comeback. The Company is considered one of the promising German midcaps. Operationally, things are going well, too, with a new major order from North America recently reported.
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Commented by Fabian Lorenz on January 7th, 2025 | 06:50 CET
RESCUE for Lilium!? HYDROGEN WINNERS dynaCERT and thyssenkrupp nucera instead of Nel and Plug Power Share!
dynaCERT and thyssenkrupp nucera have emerged as new hydrogen favourites in the past year. dynaCERT's shares almost doubled in the second half of the year, and there is a good chance that a new multi-year high will be reached in 2025. The technology is convincing customers, and new major orders would justify a revaluation. thyssenkrupp nucera has already proven that it can operate profitably - a milestone that former favourites Nel and Plug Power have yet to achieve. Similarly, Lilium filed for insolvency just before Christmas, but now investors, including Frank Thelen, are expected to inject millions. Is this the rescue?
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Commented by Armin Schulz on December 23rd, 2024 | 08:15 CET
Nel ASA, dynaCERT, Super Micro Computer – Portfolio realignment: What should be in the portfolio?
At the end of the year, many investors critically review their portfolios in order to align them with the challenges and opportunities of the year ahead. This phase, often referred to as "window dressing" or year-end rally, offers investors the opportunity to review their investment strategies, take profits, offset losses in a targeted manner or tactically reweight positions. At the same time, the new year represents a fresh start, with a renewed focus on future developments, macroeconomic trends and long-term goals. We take a look at three interesting stocks and analyse the opportunities for the coming year.
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Commented by Stefan Feulner on December 17th, 2024 | 12:30 CET
BYD, dynaCERT, Block – Favourites for the future
The stock market is entering the last full trading week of an eventful year, 2024. However, the next 12 months also promise high volatility due to ongoing global conflicts and new governments, including the US and Germany. Will the stock market be able to ignore the negative events once again, or will it fall into a correction? In addition, investors are again looking for the stock market stars of the new year. A major focus is on companies that have not yet been able to confirm their performance on the stock market in the past year.
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Commented by Mario Hose on December 16th, 2024 | 12:45 CET
dynaCERT: The growth rocket for 2025 – Why this technology company is now in the spotlight
As 2024 draws to a close, it is worth considering new investments for the future. A successful investment in the technology sector requires a sound strategy, thorough research, and an understanding of the ins and outs of the industry. We have summarized key points for investors to consider in an article on dynaCERT Inc. (TSX: DYA | ISIN: CA26780A1084) following recent positive announcements. The Company is on the road to success and in a market phase that is particularly attractive for growth-oriented investors. The latest updates confirm this assumption and signal future value increases. Find out more in the report.
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Commented by Fabian Lorenz on December 11th, 2024 | 07:45 CET
New hydrogen hype in 2025? Nel ASA, thyssenkrupp nucera, Plug Power, and First Hydrogen
Is nuclear-based hydrogen fueling a comeback for the industry? The growing energy demand for AI and other technologies is straining electricity grids. Shares of First Hydrogen have surged 17% following its announcement to venture into small nuclear reactors for hydrogen production, yet the Company is still valued at less than CAD 20 million. Nel is to build a pilot plant in South Korea to produce hydrogen from surplus nuclear power. However, the valuation of the Norwegian company still seems too high. Plug Power shareholders might face turbulent times in the coming weeks as short-sellers position themselves. By contrast, thyssenkrupp nucera is recommended as a "Buy". Which hydrogen player will take off in 2025?
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Commented by André Will-Laudien on December 2nd, 2024 | 07:10 CET
The shooting stars of the energy transition – 325% gains with Siemens Energy, dynaCERT, Nel ASA, and Plug Power
The NASDAQ technology exchange has been the standout performer this year. With gains of over 30%, the past 12 months will go down in history as a remarkable rally. Few doubt that the mood will deteriorate again significantly by the end of the year. The spotlight was on high-tech stocks and stocks that incorporate the megatrend of "artificial intelligence" into their business model. However, one selected DAX stock was able to outperform the NASDAQ by a factor of 10: Siemens Energy. The losers in this mix were clearly the once-popular hydrogen stocks, Nel ASA and Plug Power, which each lost around 50%. Yet, these could be among the rising stars of the new year. Meanwhile, dynaCERT has already seen significant gains in 2024, but there is still plenty of upside potential. A detailed analysis reveals why!
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