renewableenergies
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
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 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?
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
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
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
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?
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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Commented by Stefan Feulner on July 9th, 2024 | 07:30 CEST
ITM Power, Saturn Oil + Gas, Aixtron - Setting the course for the long term
After the parliamentary elections in France at the weekend, it is not only in politics that the course for the future needs to be set anew. Recent news from oil producer Saturn Oil & Gas revealed that it has taken a major step toward becoming a "midsize producer. Following this significant transaction, several analysts have given the share a thumbs up and see an opportunity for multiplication. The hydrogen sector is also seeing new movement, suggesting that a long-term rebound could be on the horizon.
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Commented by Stefan Feulner on July 8th, 2024 | 06:30 CEST
Varta, Royal Helium, and Lufthansa with significant catch-up potential
After the corrections in recent weeks, the leading German index DAX celebrated a comeback with a weekly gain of around 2%. After a long period of suffering, Lufthansa AG's stock was one of the shooting stars. With a price loss of over 55% since the beginning of the year alone, hopes of a comeback for the Varta share have also been raised following a recent report. However, the rebound of the helium company Royal Helium, which has just completed its transition from explorer to industrial gas company, may have the greatest potential.
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Commented by Fabian Lorenz on July 4th, 2024 | 07:05 CEST
Takeover battle, boom, and price surge: Evotec, Siemens Energy, Royal Helium in focus
Is Evotec heading for a takeover battle? The share price crash has likely attracted private equity. Now, the biotech company is said to have hired an investment bank for defence plans. An order from the US Department of Defense comes at the right time. Helium is also likely to gain importance in the US. The noble gas is indispensable for quantum computers, rockets, and other high-tech applications. In Canada, Royal Helium is currently making the transition from explorer to producer. The share is ripe for a price surge. Siemens Energy's share price currently only knows the way up. And according to analysts, a further 50% is possible.
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