renewableenergies
Commented by Fabian Lorenz on January 27th, 2025 | 07:00 CET
Better than Nvidia! Vistra, Siemens Energy, Nordex, XXIX Metal
With a gain of 264%, Vistra Energy outshone Nvidia in 2024. Who would have thought that a "boring" stock could increase tenfold in less than four years. But the stock is benefiting massively from the AI hype. The same goes for the German company Siemens Energy. Both are still unstoppable in the new year. At the beginning of the energy value chain, commodity stocks have catch-up potential. One promising stock is XXIX Metal. The Company focuses on copper in Canada and has takeover potential. The stock has also been listed in Frankfurt since this month and recently published positive results. Nordex could become a Trump loser. US business accounts for a noticeable share of the bulging order book. What happens next?
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Commented by André Will-Laudien on January 24th, 2025 | 08:15 CET
Top performers wanted! Nel ASA, First Nordic Metals, thyssenkrupp and Agnico-Eagle
With rising inflation since 2021, the price of gold has also risen significantly. Over the last 20 years, resourceful investors have always been able to compensate for the loss of purchasing power with an average return of a good 8.5% per year. The crux of the matter is that one could not trade the ups and downs in precious metals because only long-term holders can look back on gold prices around USD 500 in 2005. Today, 20 years later, new highs of USD 2,788 have already been reached. Agnico-Eagle is one of the most successful mines in the world, with its shares almost doubling in the last 12 months. Things have been going equally well for Agnico's partner, the explorer First Nordic Metals. A closer analysis reveals even more ideas for boosting your portfolio.
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Commented by Juliane Zielonka on January 23rd, 2025 | 07:00 CET
F3 Uranium, Plug Power, RWE - Opportunities and challenges from Trump's energy emergency
The election of Donald J. Trump as the 47th President of the United States is already having an impact on global energy policy and its players. Shortly after taking office, Trump declared a "National Energy Emergency" to secure the country's energy supply and reduce reliance on foreign energy companies. This presents a new opportunity for the Canadian explorer company F3 Uranium to accelerate its uranium exploration in Canada, as relaxed environmental regulations can speed up approval procedures. With 95 nuclear power plants, the US is an ideal consumer of the valuable raw material. Hydrogen expert Plug Power, on the other hand, has already seen its share price fall on the stock market. Just two days before Trump's inauguration, the Company secured a multi-billion-dollar loan guarantee under former President Biden for the expansion of its hydrogen facilities. The German energy company RWE appears largely unfazed by the change of government. Analysts at Deutsche Bank remain optimistic about the stock's growth potential, noting that existing wind farm projects seem unaffected by the energy emergency. We look at what the current developments mean for investors.
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Commented by Fabian Lorenz on January 22nd, 2025 | 07:15 CET
Caution advised with Nordex and Plug Power! Momentum stock Globex Mining continues to rise!
The stock of Globex Mining is currently very momentum-driven. With its gold projects, the mining incubator is one of the winners of the Trump presidency. Additionally, there is more positive news from its risk-diversified resource portfolio. The chart also looks positive. The stock is marching towards its all-time high and remains attractively priced. In contrast, there has been a shock at Nordex! In his inaugural speech, the new US president has already put pressure on the wind energy sector, which he despises. If it were up to him, all wind projects in the US would be stopped! Furthermore, news from the industry adds to the strain. Plug Power is also among the Trump losers. At least the outgoing US president left a farewell gift worth billions. What is next for these shares?
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Commented by André Will-Laudien on January 21st, 2025 | 07:00 CET
The stock market boom continues – Power Nickel, BYD, Bitcoin, and MicroStrategy are soaring, and thyssenkrupp is turning a corner!
The stock market started the new year at full speed. Chart analysts see the DAX reaching 21,500 points as early as January! Yesterday, the stock markets in the US were closed for Martin Luther King Day, but Donald Trump was sworn in again as the 47th President. Storm clouds are currently a rarity, and corrections have been limited to just a few hours. Investors have to keep pace with this speed to achieve returns. Stagnation or even setbacks are seen only in Germany's GDP, which has declined for the second consecutive year. However, this is no obstacle for higher stock market valuations. Here is a selection of stocks that continue to cause a stir!
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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 André Will-Laudien on January 20th, 2025 | 07:15 CET
150% stocks in focus! D-Wave, Saturn Oil + Gas, Plug Power, Nel and Rivian
Higher – faster – further! Today at 6:00 p.m., Donald Trump will be sworn in for his second term. The stock markets have been booming for months since Trump's re-election, seemingly pricing in a major shift in American politics that is expected to primarily benefit companies and wealthy individuals. Growth stocks on the NASDAQ are soaring from high to high, although the inflation figures do not suggest lower interest rates in the short term. The Shiller P/E ratio has climbed to around 37, a level not seen since the tech bubble of 2000. Selection is becoming increasingly challenging. Here are a few 150% ideas for risk-conscious investors.
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Commented by André Will-Laudien on January 16th, 2025 | 07:00 CET
The energy year 2025! Uranium stocks such as Oklo, NuScale and F3 Uranium are in high demand, as are Nel ASA and Plug Power
In 2007, a pound of uranium occasionally cost more than USD 140 per pound before a long decline in prices began. With the outbreak of the Fukushima disaster in 2011, the mood against nuclear power reached its peak and forced the uranium price even below USD 50. Since the "NetZero" wave, however, it has been rising unchecked because, according to the World Energy Agency, nuclear power is now once again being classified as environmentally friendly compared to fossil fuels. Currently, 439 reactors are operational worldwide, with 64 under construction and 88 planned. Uranium demand is, therefore, set to rise by a good 30%, which is not a good sign for the hydrogen industry because this is where government investment is urgently needed. F3 Uranium has extensive concessions in the world's largest uranium mining district: the Athabasca Basin. The industry is preparing for the coming supply shortage with acquisitions and purchases. Good returns are on offer for risk-conscious investors.
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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 Armin Schulz on January 14th, 2025 | 08:05 CET
Plug Power, F3 Uranium, Super Micro Computer – The energy crisis intensifies
In Germany, the energy crisis is coming to a head. Due to the "dark doldrums" that occur more frequently during the winter months, electricity costs have exploded during these periods. Germany's European neighbours are already complaining because their electricity prices are also rising due to the high German electricity imports. Without gas imports from Russia, Germany previously had a base load power capacity supported by its remaining nuclear power plants. However, this is now only achievable through fossil fuels, resulting in a poor environmental record. While other countries are expanding nuclear power and fighting over uranium to satisfy their hunger for energy, Germany is going it alone. Perhaps the turning point will come with the next federal election in February.
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