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Commented by Stefan Feulner on July 23rd, 2024 | 07:00 CEST

Bloom Energy, First Hydrogen, Nel ASA - Best conditions for a rebound

  • Hydrogen
  • greenhydrogen
  • renewableenergies
  • Energy

Germany is not the only country working to develop a sustainable hydrogen market. Economics Minister Robert Habeck recently announced funding for projects totalling EUR 4.6 billion to make the economy climate-neutral. Green hydrogen is set to be a key energy source in the future. The German government projects a hydrogen demand of 95 to 130 TWh annually by 2030 to support industrial decarbonization. This development is not currently reflected in listed companies, which may open up new investment opportunities in the long term.

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Commented by Armin Schulz on July 23rd, 2024 | 06:45 CEST

Plug Power, Saturn Oil + Gas, RWE - Which energy belongs in the portfolio?

  • Mining
  • Oil
  • renewableenergies
  • Energy

The debate about the ideal energy source for the future focuses on hydrogen, oil, and renewable energies. Despite its controversial reputation, oil remains a significant energy source due to its high energy density and well-established infrastructure. Technological advances are also reducing the negative environmental impact. However, renewable energies and hydrogen also offer significant advantages, such as sustainability and low emissions. However, there is a lack of infrastructure to fully exploit the advantages of these technologies. We examine one candidate from each sector and where they stand today.

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Commented by André Will-Laudien on July 19th, 2024 | 07:15 CEST

Top energy transition shares: 100% returns through CO2 reduction! Nel ASA, Plug Power, Carbon Done Right, and dynaCERT

  • Hydrogen
  • CarbonCredits
  • Sustainability
  • renewableenergies

Heat records, floods, and energy shortages! This summer, all climate change issues are on the table. Since the nuclear power plants were shut down, Germany has lacked a reliable base load power supply. Pronounced grid weaknesses are increasing, with no improvement in sight. Economics Minister Habeck wants to build gas-fired power plants as quickly as possible, which can later be operated with hydrogen. Nice idea! Meanwhile, Berlin's economic experts are buying French nuclear power to fill existing gaps. Nobody can scientifically prove the difference in climate technology between here and there, but German consumers are happy to pay for this nonsense through their electricity bills. This is how EU energy policy works. Since expenses are continuously rising, we focus on increasing revenue streams. Here are some ideas for your energy portfolio.

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Commented by André Will-Laudien on July 17th, 2024 | 09:00 CEST

Elon Musk finances Donald Trump - Now a strategic move with Rheinmetall, Aixtron, Almonty Industries, and Varta

  • Mining
  • Tungsten
  • renewableenergies
  • Defense
  • hightech

An assassination attempt with consequences. Tech billionaire Elon Musk has expressed his deepest solidarity with presidential candidate Trump following the assassination attempt. The Tesla CEO will henceforth financially support the Republican presidential candidate's campaign massively. Musk intends to provide around USD 45 million per month, as reported by the Wall Street Journal. The latest election polls now put the Republican clearly ahead of Biden. This could lead to a strongly US-oriented policy in the spirit of "America First". Above all, Trump aims to halt immigration, invest in the ailing infrastructure, massively arm the national security, and revitalize "Old America". Everything suggests that the blockbuster sectors of high-tech and armaments will continue thriving for now. The focus is clearly on strategic raw materials due to the efforts to reduce foreign dependencies. Where are the opportunities for shareholders?

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Commented by Armin Schulz on July 17th, 2024 | 07:45 CEST

Nel ASA, dynaCERT, Plug Power - Hydrogen: Multiplier or downfall?

  • Hydrogen
  • greenhydrogen
  • renewableenergies
  • Electromobility

Hydrogen technology could not only revolutionize the future of energy but also offer significant opportunities for investors. Hydrogen stocks are currently in the spotlight and promise potentially high returns. Companies specializing in the production, storage, and distribution of hydrogen could be among the big winners of the energy transition. Many of these companies are still in the early stages of development, which means high growth opportunities but also entails corresponding risks. The question is: Can you get multipliers in your portfolio with hydrogen companies, or is there a risk of total loss? We look at three companies aiming to make money with hydrogen.

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Commented by Fabian Lorenz on July 17th, 2024 | 07:30 CEST

Siemens Energy share down 50%? Now time to buy Rheinmetall, Bayer, and Saturn Oil + Gas?

  • Mining
  • Oil
  • Defense
  • Pharma
  • renewableenergies

Can the Siemens Energy share halve in value? At least, that is what the analysts at Bernstein think, who have set a price target of EUR 15. After a strong rally, the focus is now back on the Company's problem areas, such as India. Rheinmetall, on the other hand, is recommended as a "Buy". Can the armaments group thus end its sideways movement? In an initial study, analysts see around 50% upside potential for Saturn Oil & Gas. The oil company intends to significantly increase its free cash flow in the coming years but is considered undervalued compared to its peers. Some analysts see even more potential. Analysts are cautious about Bayer shares. In addition to the well-known legal disputes, operational issues are also a burden.

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Commented by Stefan Feulner on July 15th, 2024 | 07:40 CEST

BYD, Altech Advanced Materials, Volkswagen - Anti-cyclical share price gains

  • BatteryMetals
  • Electromobility
  • Batteries
  • renewableenergies

In recent weeks, vehicle manufacturers have been bombarded with negative news. In addition to the introduction of punitive tariffs by the European Union on the Chinese electric vehicle industry, the German flagship Volkswagen came around the corner with a sharp profit warning. However, those expecting severe share price losses were caught off guard. This is a strong sign of an end to the correction and a possible trend reversal.

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Commented by Juliane Zielonka on July 12th, 2024 | 06:30 CEST

First Hydrogen, Delivery Hero, Porsche - New markets, new challenges, and optimistic analysts

  • Hydrogen
  • Fuelcells
  • Electromobility
  • renewableenergies
  • Retail

The markets are on the move. Delivery Hero is charging its B2B customers in South Korea to pay more to cushion a potential fine of three million euros. While food is delivered by bicycle in urban areas, there are numerous delivery services that deliver goods to their customers by van. Whether Amazon, Hermes, or DHL, innovations are urgently needed here, as purely electric vehicles can usually only handle short distances. First Hydrogen could be the answer. The Company is developing emission-free vehicles for logistics that can cover 630 km on a single fuel tank. First Hydrogen is thus positioning itself as an innovative player in the still-young hydrogen market. Porsche, on the other hand, is struggling with declining sales figures, particularly in China. However, analysts remain optimistic, thanks to a positive margin trend and another decisive factor.

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Commented by Fabian Lorenz on July 11th, 2024 | 06:55 CEST

Shares with breakthrough potential? Evotec, Varta, and Carbon Done Right Developments

  • Sustainability
  • Pharma
  • Biotechnology
  • renewableenergies
  • CarbonCredits

Evotec is currently going from strength to strength. Yesterday, a partnership with pharmaceutical giant Pfizer boosted the share price. Will the resistance at EUR 10 now finally fall? There has also been positive news for Varta recently. Is the possible collaboration with Porsche a game changer? Analysts have a clear opinion on this matter. At Carbon Done Right Developments, investors are eagerly awaiting the AIM listing. Once it happens, the share price could explode, as the Company is working on an ecosystem within a billion-dollar market. Should you position yourself now? In any case, all three companies are working towards a breakthrough.

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Commented by Juliane Zielonka on July 11th, 2024 | 06:30 CEST

dynaCERT, Volkswagen, Siemens Energy - Growth drivers in renewable energy: Who is leading?

  • Hydrogen
  • renewableenergies
  • Energy
  • Electromobility

In the hydrogen business, countries are providing government incentives to further promote this innovative technology. For instance, the US Department of Energy is providing around USD 750 million for 52 projects in 24 states. The goal is clear: to make clean hydrogen affordable and to gain international leadership in this sector. The Canadian company dynaCERT has developed an emission-reducing technology to retrofit conventional diesel engines to make them emission-free. This bridging technology combines the best of both worlds: the efficiency of diesel engines and the retrofittable and switchable CO₂-reducing drive form. The engine itself remains untouched in its functionality. One reason for the slow progress of large-scale hydrogen projects is the still lacking infrastructure. Siemens Energy can look forward to significant growth in its Grid Technologies division. Volkswagen, on the other hand, is learning that subsidies are not always advantageous, particularly regarding electric vehicles. The plant in Brussels is on the brink of collapse. And then there is a multi-million-dollar compensation claim from a completely different sector.

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