renewableenergies
Commented by André Will-Laudien on December 20th, 2024 | 07:50 CET
Christmas is fast approaching: Tesla is breaking all records – 100% with BYD, NIO, 123fahrschule or VW?
What an investment year 2024 has been! Just three days ago, the NASDAQ 100 index was up over 30%. Now, in the middle of the week, there was a strong 'one-day reversal' – the first significant weakness in months. Those who boldly invested in high-tech stocks enjoyed even larger gains, such as Nvidia soaring by 180% or Palantir Technologies surging 340%. In some sectors, however, performance was dismal. European automotive stocks, for instance, dropped an average of nearly 20%, grappling with fundamental adjustment pressures and a dramatic decline in margins. Tesla and BYD, on the other hand, demonstrated how effective stock marketing works in the automotive sector, posting gains of 82% and 39%, respectively, this year. The big question now is: what is next for 2025?
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Commented by Armin Schulz on December 18th, 2024 | 07:15 CET
RWE, F3 Uranium, Super Micro Computer – Profiting from the world's growing hunger for energy
Global energy demand is skyrocketing, fuelled by technological progress and the enormous appetite for electricity for electric vehicles and AI-powered data centres, whose consumption could more than double by 2028. At the same time, the energy transition faces unresolved challenges: Weather-dependent wind and solar energy supply electricity in an unreliable manner, bureaucratic hurdles slow down the expansion, and without sufficient storage, alternatives for the base load are lacking. Given these developments, nuclear power is increasingly seen as the only reliable option for both satisfying the growing hunger for energy and ensuring a stable and climate-friendly energy supply in the long term.
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Commented by Fabian Lorenz on December 17th, 2024 | 07:20 CET
Outperformers to Buy for 2025: JinkoSolar, Barrick Gold, Newmont, Thunder Gold
Will gold mining and solar stocks be among the outperformers of 2025? The chances of them performing better than this year certainly look promising. Thunder Gold's stock has already performed well in recent months, and rightfully so: management believes it is possible to expand the resource of this exciting project in Canada to 2 million ounces. If it succeeds, the exploration company will become a hot takeover candidate. This is because major players like Barrick Gold and Newmont have underperformed this year and might face shareholder pressure to end their restraint on acquisitions. As usual, takeover fever should then spread to explorers like Thunder Gold. Barrick faces problems in West Africa, and Newmont is focused on cost reduction. And what about JinkoSolar? Not only does the Company want to buy back more of its own shares, but it is also working on a solar OPEC.
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Commented by Stefan Feulner on December 16th, 2024 | 07:15 CET
Ballard Power, F3 Uranium, Nordex – Alternative energies with a clean rebound
While the stock market is still shining, it is dark in Germany - not referring to the current government still in office but to the weather. In addition to the fact that the sun is hardly showing, the wind is also blowing even weaker than usual. As a result, significantly less energy is being generated during the dark doldrums. Gas and coal-fired power plants have to step in here, but their electricity production is considerably more expensive. A clean alternative embraced by the rest of the world is nuclear energy. While the traffic light coalition took the last reactors off the grid, the expansion of uranium production is being strongly pushed there.
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Commented by André Will-Laudien on December 16th, 2024 | 07:00 CET
Bull's eye in 2025: Nuclear energy and hydrogen! Watch out for Nel, Plug Power, First Hydrogen, Mercedes and BMW
The production of hydrogen using nuclear energy is seen as a promising way to create a flexible energy carrier in a climate-neutral manner. Especially in areas where renewable energy sources are insufficient or a continuous power supply is required, hydrogen demonstrates its strengths. The carbon footprint of hydrogen from nuclear energy is comparable to that of renewable sources such as wind and solar since nuclear power plants operate almost emission-free. Unlike wind or solar energy, nuclear power can generate electricity around the clock because it is not dependent on weather conditions. This helps to avoid so-called dark doldrums, such as the one recently experienced in Germany on Friday. In countries such as France and Japan, nuclear energy is already considered an option for hydrogen production to advance the decarbonisation of industries. Which stocks are coming to the fore as a result?
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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 9th, 2024 | 07:15 CET
DAX 20,400 – Year-end rally underway! 100% opportunities are still lurking at Shell, BP, Saturn Oil + Gas, Nel ASA, and Plug Power
All EU countries have ramped up their alternative energy production in recent years. In particular, countries like Germany achieved a 65% share of electricity from renewable sources in the first half of 2024, with wind and solar as the main drivers of growth. However, the conflict in Ukraine since 2022 has now jeopardized the achievement of the 2050 targets more than ever because the lack of affordable fossil gas is threatening the transformation of the economy. The rising gas prices of recent weeks have awakened bad memories of 2022 among European energy traders and politicians alike. When the continent was in a rush to end its dependence on Russian gas, prices had already risen by 400%. The energy sector offers great opportunities – timing is of the essence!
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Commented by Armin Schulz on December 9th, 2024 | 07:00 CET
Volkswagen, ARI Motors, BYD – Electric vehicles in the fast lane: Time to invest
The automotive industry is undergoing a period of profound upheaval that is shaking established structures. While electric vehicles are breaking new records worldwide, the European and American markets are faltering – a development forcing manufacturers like Volkswagen to make strategic changes. At the same time, Chinese players such as BYD are setting new standards with their dynamism and innovative strength. However, it is about more than just drives: software, networking, and digital sales concepts are revolutionizing the industry. We take a look at three companies that could be worth investing in.
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Commented by André Will-Laudien on December 5th, 2024 | 07:40 CET
Portfolio Rockets for 2025! Nel ASA, F3 Uranium, Renk, Rheinmetall and Hensoldt in focus
For many investors, this year's stock market felt like a warm rain. High-tech, AI, and defense stocks reached new all-time highs, thus gilding the returns of risk-conscious portfolios. However, even with the DAX 40 index constantly setting new all-time highs, there were only 34% winning stocks in Germany compared to 66% losing stocks. The market's rally has been highly selective, driven by just a few names. This makes it all the more important to identify dormant portfolio risks, regroup, and build a lineup poised to deliver strong returns in 2025. Here are some suggestions to consider.
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Commented by Fabian Lorenz on December 5th, 2024 | 07:30 CET
BUYING RECOMMENDATION and DISCOUNT BATTLE! Nel ASA, BMW, Volkswagen, ARI Motors
"If you don't offer an e-vehicle for under EUR 20,000 by 2025, then I'm afraid you will fail," said the current Minister of Economic Affairs, Robert Habeck, to the then-Volkswagen CEO Herbert Diess in 2019. Such a vehicle is still missing from the lineup of traditional German carmakers - but now ARI Motors delivers. The Company is already succeeding with an electric pickup. The valuation is favorable, and analysts see more than 300% upside potential. Is BMW sparking a price war? The premium manufacturer has enough problems already. Can a new manager bring a breath of fresh air? Meanwhile, Nel shares are sending a sign of life. Will the order for pink hydrogen turn things around?
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