renewableenergies
Commented by Stefan Feulner on March 25th, 2025 | 07:20 CET
BYD, 123fahrschule, RWE – Pure growth
The Chinese market leader for electric vehicles has defied all odds in recent weeks, shooting to a new all-time high despite the trade war and punitive tariffs. Rising sales numbers and continued growth are expected for BYD in the future. Likewise, the disruptor of the German driving school industry, 123fahrschule, is fully focused on expansion. With the placement of a convertible bond and the expansion of the board of directors, the path forward is clearly structured.
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Commented by Stefan Feulner on March 24th, 2025 | 07:00 CET
Nel ASA, Almonty Industries, Tencent – Merz and Trump as trend accelerators
The past stock market week was quite a rollercoaster. In addition to the approval of the billion-euro package by the Bundesrat and Bundestag, which helped the DAX to reach new highs at times, the activities of the old and new US President Donald Trump also caused high volatility on the global stock markets. In particular, defense stocks such as Rheinmetall, Steyr, and Deutz, as well as companies that produce the raw materials needed for rearmament, benefited and could continue their rally.
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Commented by André Will-Laudien on March 21st, 2025 | 06:30 CET
250% Stock Rockets: Attention, it is taking off now with Nel ASA, naoo AG, Steyr, Mutares, and Hensoldt
The German economic stimulus package has been launched. The only thing missing is the approval of the Bundesrat, which is expected today. Public opinion is divided because the total of up to EUR 1 trillion in "special funds" is the largest debt incurred by the now 75-year-old federal government. The doubters see it as an enormous burden for future generations, while supporters emphasize that Germany has hardly invested in its future for many years and that the renewal backlog is now finally being addressed. This measure will increase the debt-to-GDP ratio by around 25%, while at the same time, the targeted measures in armaments, infrastructure, and climate protection will improve growth by around 0.2 to 0.3% annually with an increased state quota. The stock market celebrates, while the working population has to contribute around EUR 500 in interest annually as an additional tax burden. The election winners had promised significant tax relief. Where do the opportunities for investors lie?
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Commented by Fabian Lorenz on March 17th, 2025 | 07:10 CET
Hydrogen stocks make a comeback and attract billions in investment! Nel ASA, Nordex, First Hydrogen
Almost 100% in three days. The Nel share celebrated a brilliant comeback last week. The entry of the Samsung Group as a new major shareholder in the Norwegian company shows that hydrogen continues to have a future. Can the rally continue? First Hydrogen's timing could hardly have been better. Shortly after announcing its expansion into Europe, the EUR 500 billion package for infrastructure in Germany has been approved. Of this, EUR 100 billion is reserved for the Climate and Transformation Fund (KTF). Accordingly, stocks in the renewable energy sector ended the week on a positive note. First Hydrogen is not the only company hoping to get a piece of the billion-euro pie; Nordex shareholders are also hoping for rising revenues. Analysts see potential.
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Commented by Armin Schulz on March 12th, 2025 | 07:00 CET
Nel ASA, First Hydrogen, Volkswagen – The EU and Germany are pumping billions into hydrogen – who is cashing in?
As the global search for alternatives to oil and gas gathers pace, hydrogen could become the secret star of the energy transition. Green hydrogen could become a game changer not only for factories but also in the transport sector. The EU has now launched a multi-billion funding program – in Austria alone, 112,000 tons of green hydrogen are to be produced with it, and in Lithuania, 13,000 tons. One thing is clear: from 2027, it will be noticeably more expensive at the gas station. Experts expect price jumps of between 38 cents and 1 euro per liter. Suddenly, many are looking again more closely at emission-free drives. Innovative companies are driving this technology forward and positioning themselves as pioneers of an emission-free era. Opportunities are opening up for investors. Those who invest in hydrogen players early on could benefit from the upheaval in the energy and automotive industries. But which companies are setting the trends?
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Commented by Fabian Lorenz on March 6th, 2025 | 08:10 CET
After thyssenkrupp, Ballard Power's share price is now exploding! Is First Phosphate next?
The Ballard Power share has made a strong comeback. On the back of a major order, it rose by 13%. Is there more to come? It seems that way for the First Phosphate share. The price decline of the past few weeks offers an attractive entry opportunity. The Canadians have reported on the current development of their phosphate activities. High revenues are expected from the investments, and the impact of US tariffs should be manageable. In any case, management is buying the stock. Investors have been snapping up thyssenkrupp shares in a big way this year. The price has doubled in a few weeks. Will it continue?
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Commented by Armin Schulz on March 4th, 2025 | 07:00 CET
BYD, Nova Pacific Metals, Nordex – From raw materials to electric vehicles or wind turbines: The strategies behind the boom
In a world caught between climate targets and geopolitical tensions, three companies in seemingly different industries are driving the green transformation with disruptive technology and strategic foresight. In recent months, the EU has announced two infrastructure packages worth billions for renewable energies and critical raw materials. Whether e-mobility, mineral raw materials or wind power – they all share one goal: to redefine their sectors. However, the starting point is always the raw materials needed for the electrification of the world.
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Commented by Stefan Feulner on March 3rd, 2025 | 07:20 CET
Bloom Energy, Benton Resources, Alibaba – Exceptional performance
The scandal in the Oval Office between Ukrainian President Zelenskyy and US President Trump was a defining topic in recent days. The outcome remains uncertain from both a political and economic perspective. Will the missed peace talks now lead to a further downward spiral, or will negotiations be resumed, which could lead to an early end to the terrible war in Ukraine and a rally in the markets? Unaffected by global politics, several companies demonstrated strong momentum and could continue their upward trajectory.
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Commented by Fabian Lorenz on March 3rd, 2025 | 07:00 CET
50% upside potential or end of the rally? Nordex, Barrick Gold, and Golden Cariboo Resources
Analysts see 50% upside potential at Nordex. The wind turbine manufacturer is entering the new year with a strong base. The outlook for 2025 is convincing, and there could even be a surprise in terms of EBITDA. Perhaps there will even be a dividend soon? However, there are risks in the important US business. Gold is among the winners of the Trump era. As the scandal in the White House on Friday showed, the geopolitical situation remains unstable. Although the gold price has not managed to break through the USD 3,000 mark, the upward trend remains intact. The stock of Golden Cariboo Resources is still cheap. The security of the largely undiscovered gold pearl has just overcome a resistance, and promising drilling results have been obtained. Experts advise buying. And what is Barrick Gold doing? The struggling industry giant recently made positive headlines, but the stock is weakening.
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Commented by André Will-Laudien on February 25th, 2025 | 07:15 CET
CDU wins, and the stock market celebrates! Caution with Nel ASA, First Nordic Metals, Xiaomi, and Agnico Eagle
In addition to the stock indices constantly reaching new highs, gold has also reached new record levels above USD 2,950. After the tech indices climbed to new highs during February, there is now a slight correction. No one is talking about a trend reversal yet, as buybacks are still too present. Top performers like Palantir and Nvidia may have to take a hit in the short term, while low-valued securities and defense stocks are currently in demand again. Rheinmetall remains the top share in the DAX 40 index, with a plus of over 800% since February 2022. This year, the value is once again excelling with an increase of more than 50%. We highlight some opportunities.
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