renewableenergies
Commented by André Will-Laudien on October 23rd, 2024 | 07:45 CEST
The next gold rush with silver! dynaCERT and JinkoSolar remain winners, caution with Nel and thyssenkrupp
If things continue this way, gold and silver are set to become the top performers of 2024. Excluding popular technology stocks like Nvidia, the Nasdaq 100 index is currently up 32% in Euro terms. Precious metals have recently outperformed this return. Gold prices have increased by almost 40%, while silver prices have risen by nearly 50%. Commodity experts attribute the new rally to the strong increase in money supply by central banks and the persistently high inflation. Silver is expected to see an even stronger appreciation, as the widely observed gold-silver ratio is at historically high levels of 80, whereas in regular times, it should be around 50. With a gold price of USD 3,000 in 2025, silver could theoretically advance to USD 60. LME physical silver inventories are at a 20-year low. In our peer group of stocks, there are clear candidates for a rapid doubling.
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Commented by André Will-Laudien on October 17th, 2024 | 08:15 CEST
The next 200% uranium rally – will there be takeovers soon? Myriad Uranium, Nel, Plug Power, SMCI and JinkoSolar
Somehow, international energy policy has become very complicated for investors. The EU's "Net Zero" plans cannot be achieved solely by expanding renewable energies. Countries with a less pronounced green ideology, like Germany, have rediscovered nuclear power, which was once banned. China, Russia and India even want to double their capacities. Germany's neighboring countries like France, Sweden, the Czech Republic, Poland and Great Britain intend to connect more than 50 new reactors to the grid over the next 10 years. All this suggests a lack of unity in Brussels and raises the question of how to manage the global energy supply for growing populations. For investors, the starting signal in uranium has long since been given. What should dynamic investors look out for now?
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Commented by Juliane Zielonka on October 17th, 2024 | 07:15 CEST
Saturn Oil + Gas, Bayer, Siemens Energy: Three companies for balance in volatile times
In uncertain times like these, a balanced portfolio is crucial for every investor. Also, in view of the upcoming US election, diversification across different sectors is worthwhile to offset fluctuations in the portfolio. Saturn Oil & Gas relies on a combination of share buybacks and targeted acquisitions. With an adjusted EBITDA of approximately CAD 400 million, the Company is demonstrating its financial strength and potential for further growth. By applying for approval of a drug for menopausal symptoms to the European Medicines Agency (EMA), Bayer AG is targeting a global market that is expected to grow to a remarkable USD 26.97 billion by 2031. Global player Siemens Energy is focusing on the reorganization of its wind business and its participation in offshore wind energy projects. The early contract extension of CEO Christian Bruch until 2030 underlines the confidence in the current course. Today, we have three companies in focus.
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Commented by Fabian Lorenz on October 17th, 2024 | 07:00 CEST
Big News for Nel, Evotec, and dynaCERT! Stock set for +100% or -20%?
Big news for Evotec. The analysts at Warburg see more than 100% upside potential. At the same time, however, they are warning of weak quarterly figures. Deutsche Bank even predicts a potential price drop. A long-awaited breakthrough came for dynaCERT. With VERRA's certification of HydraGEN products, trading in CO2 certificates is now possible, enabling new revenue opportunities for customers and dynaCERT. This could allow both dynaCERT and its stock to grow to a new level. At Nel, growth is slowing, and losses remain high. Is there any reason for hope?
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Commented by Fabian Lorenz on October 10th, 2024 | 07:00 CEST
50% profit margin? JinkoSolar, Nel ASA, and Desert Gold shares
A 50% profit margin? This is the prospect held out by the CEO of Desert Gold Ventures. The gold explorer aims to start production as early as next year. Even if the price of gold were to fall significantly, Desert would still be profitable. Or is a takeover perhaps on the cards? Unfortunately, Nel can only dream of such profit margins. The hydrogen specialist failed to establish a profitable business model during the boom phase. Now, orders are also drying up, and analysts are reducing the share price targets. And what is JinkoSolar doing? The Chinese company seems to be emerging as a winner from the solar crisis. However, even the market leader is feeling the effects of falling prices. Nevertheless, the share price has risen. Where is it worth entering?
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Commented by Armin Schulz on October 9th, 2024 | 07:00 CEST
Plug Power, First Hydrogen, thyssenkrupp – Has the bottom been found?
The hydrogen industry could be on the verge of a significant upturn, as numerous positive developments and investments have recently occurred. The US government has taken significant steps to strengthen the hydrogen infrastructure by introducing seven Gigahub locations, which will benefit companies like Plug Power. In Germany, demand for green hydrogen is expected to increase rapidly, and thyssenkrupp plans to use it to produce green steel. In addition, companies in the logistics industry are considering strategic adjustments to better position themselves. Together with the global movement towards decarbonization, this creates exciting potential for this sector.
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Commented by Armin Schulz on October 8th, 2024 | 09:40 CEST
Mutares, Almonty Industries, JinkoSolar – CAUTION: Something is happening here!
Financial markets are sensitive and often react immediately to new information. Stock prices reflect this by responding to news, whether positive or negative. Investors continuously monitor press releases, economic data, and geopolitical events to make their trading decisions. A corporate scandal or an unexpected profit jump can trigger significant price movements. Rumors and forecasts also play a role by shaping the expectations of market participants. Today, we are looking at three companies on the verge of major announcements or have recently had significant news.
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Commented by Stefan Feulner on October 7th, 2024 | 07:15 CEST
JinkoSolar, Altech Advanced Materials, Nio – The comeback of renewable energies
With its announcement of plans to revive the struggling economy in the Middle Kingdom, the Chinese government triggered a stock market rally that has been unmatched for over 15 years. In addition to technology stocks, companies in the renewable energy sector, in particular, rose to the top of the stock lists despite future additional tariffs on electric vehicles produced in China by the European Union. The EU Commission aims to boost domestic production. In terms of energy storage, a company "Made in Germany" could cause a stir in the future.
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Commented by Stefan Feulner on September 27th, 2024 | 07:20 CEST
Almonty Industries, PowerCell Sweden, Nordex – It is all happening in quick succession
The FED's interest rate cut and announcements of further easing of monetary policy are giving the indices additional momentum. The German-leading index DAX, the Dow Jones, and the S&P 500 continue to jump from high to high. In contrast, companies in the hydrogen fuel cell sector are more than 90% away from their historical record highs. However, several companies are currently forming a sustainable bottom that could lead to a sharp rebound.
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Commented by Fabian Lorenz on September 27th, 2024 | 07:10 CEST
Better than Plug Power? Stocks of Siemens Energy and Altech Advanced Materials are taking off!
Are there new stars in the energy transition? Plug Power and Nel have likely squandered their status in recent years. Both companies are unable to get a grip on their losses, and growth is weakening. Now, Plug Power is trying a new approach. In contrast, Altech Advanced Materials is just getting started. The stock of the German battery hopeful gained 20% in the past week alone. The reason: the marketing of the revolutionary solid-state battery is picking up speed. The Altech battery is expected to solve a critical problem for renewable energy and holds billion-dollar potential. After the strong performance in the current year, does the Siemens Energy share still have potential? Will it reach a new annual high with its old CEO?
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