renewableenergies
Commented by Fabian Lorenz on August 25th, 2025 | 07:10 CEST
Massive UNDERVALUATION?! Bayer, SFC Energy, Veganz Group
Massive undervaluation of Veganz shares? The transformation from a vegan food supplier to a foodtech company is increasingly taking shape. The first shipment of oat milk, produced using a revolutionary process, is about to be delivered to the US, and analysts see EUR 160 million in revenue potential. The real question is: When will the target price and the share price rise? Bayer shares have risen surprisingly strongly this year. Investors have largely ignored problem areas. But now a rating agency is pointing out the weaknesses, and analysts remain cautious. Investors were bullish on SFC Energy. Then came the forecast adjustment, and the share price plummeted. Now, a multi-million euro order is helping to stabilize the situation.
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Commented by André Will-Laudien on August 20th, 2025 | 07:05 CEST
Rethinking energy! Siemens Energy, First Hydrogen, VW, and BYD for the winning portfolio
For a long time, it seemed that nuclear energy was disappearing from the global energy mix, but now there are clear signs of a change of course. The US, in particular, is pushing for a restart. The government has adopted an ambitious plan to quadruple nuclear power capacity. The focus is on small modular reactors (SMRs) - compact reactors that can be used in decentralized locations, are considered efficient and safe, and can also be built more quickly than conventional large-scale power plants. In addition to their role in domestic energy supply, SMRs are considered an important export product for allied countries looking to reduce their dependence on fossil fuels. At the same time, they offer the possibility of being flexibly combined with renewable energy sources, such as supplementing solar and wind farms to ensure base load capability. E-mobility also depends on a secure power supply. Which companies are attracting the most investor interest?
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Commented by Armin Schulz on August 18th, 2025 | 07:10 CEST
Hydrogen renaissance – Plug Power, Pure Hydrogen, and Nel ASA want a slice of the USD 680 billion pie
The global hydrogen economy is on the verge of a breakthrough. This is being driven by multi-billion-dollar decarbonization targets, the quest for independence from fossil fuels, and falling costs for renewable energy. Demand could increase fivefold by 2050. By 2035, 60% of energy demand is expected to come from clean production, supported by over 1,500 large-scale projects worldwide. Despite gaps between planning and implementation, investments of up to USD 680 billion in the coming years and groundbreaking industry contracts signal an irreversible transformation. Amid this momentum, three key players are strategically positioning themselves: Plug Power, Pure Hydrogen, and Nel ASA.
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Commented by Armin Schulz on August 14th, 2025 | 07:05 CEST
How Volkswagen, Power Metallic Mines, and Nordex aim to conquer the trillion-dollar energy transition market
Electrification is driving an unprecedented demand for raw materials. Lithium, cobalt, and rare earths are the new oil - essential for electric vehicles, wind turbines, and our climate-neutral future. But global dependencies and trade conflicts threaten to disrupt supply chains. Those who secure strategic supplies will dominate the transition. Today, we look at three companies that are benefiting from the energy transition – Volkswagen, Power Metallic Mines and Nordex – and analyze their current situation.
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Commented by Fabian Lorenz on August 12th, 2025 | 07:20 CEST
First 1,000%, now dividends! Siemens Energy, Nordex, and First Hydrogen shares
The race for dominance in artificial intelligence is increasingly turning into a competition for energy. While Helion Energy has begun construction of the first fusion reactor designed to power Microsoft's data centers in the US, Siemens Energy, among others, is earning handsomely in Germany with infrastructure for AI giants. The stock has gained over 1000% in recent years, and the Bundestag has now cleared the way for profits to be distributed to shareholders once again. First Hydrogen is on its way to becoming a specialist in green hydrogen, produced using small modular reactors (SMRs). The Canadian government is pushing development, and the Company is collaborating with a university. Following a recent setback, the stock may present a new entry opportunity. Those who invested in Nordex at the start of the year seized their chance. The stock has emerged as one of the quiet high-flyers of 2025, with profitability on the rise.
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Commented by André Will-Laudien on August 6th, 2025 | 07:20 CEST
Inevitable: High-tech and AI require strategic metals! Share price gains at Siemens Energy, Nordex, and Power Metallic
The availability of strategic metals is geopolitically risky because China controls the global market for most of these raw materials, from extraction to processing. The EU and the US are increasingly facing the problem that geopolitical conflicts and export restrictions can quickly lead to supply bottlenecks and price spikes. The COVID-19 pandemic and the war in Ukraine have painfully exposed the dependence of Western industrialized countries. In addition, demand for strategic metals is growing rapidly. Experts expect demand for lithium, for example, to increase twentyfold by 2050. Anyone who wants to secure long-term innovation and prosperity, therefore, needs independent sources of supply and new players in the raw materials market. We are looking around!
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Commented by Fabian Lorenz on August 4th, 2025 | 07:20 CEST
Comeback or crash? Hydrogen stocks: thyssenkrupp nucera, SFC Energy, dynaCERT!
SFC Energy shocked investors with a revenue and profit warning. The stock fell by around 30% in one day, wiping out all of the year's gains. What were the reasons for this, and what does the future hold for the former insider tip in the defense and investment hype? dynaCERT has impressed with a new order from France. The cleantech company is helping a port reduce its greenhouse gas emissions. If the marketing offensive in the first half of the year continues to bear fruit, the stock could be poised for an exciting comeback. thyssenkrupp nucera is already on an upward trend. Although the share price failed to break through the EUR 11 mark, the situation is still significantly better than at Nel and Plug Power.
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Commented by Nico Popp on July 30th, 2025 | 07:25 CEST
Green returns – From stock market stars to comeback hopes: dynaCERT, Siemens, Schneider Electric
The economy is under pressure. The effects of the tariff deal between the EU and the US are now compounding existing risks, such as geopolitical tensions and low productivity in Germany. One might assume that initiatives for greater sustainability and lower CO2 emissions would fall by the wayside in the current environment. However, there are business models that are both green and offer clear prospects for returns. We present Siemens, Schneider Electric, and dynaCERT.
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Commented by Armin Schulz on July 29th, 2025 | 07:25 CEST
Hydrogen from setback to comeback: Plug Power, First Hydrogen, Nel ASA – Who will emerge victorious from the transformation?
Quietly but steadily, the hydrogen revolution is regaining momentum! Despite short-term setbacks, pragmatic solutions are reigniting the fire. Core networks are emerging, logistics alliances are optimizing supply chains, and niche markets are beginning to thrive. Here, smart players are shaping decarbonization far removed from the overheated expectations of 2021. Three companies stand out: Plug Power, First Hydrogen, and Nel ASA. They combine strategic partnerships and specialized technologies, leveraging government infrastructure initiatives to emerge from the crisis as stronger winners.
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Commented by Nico Popp on July 28th, 2025 | 07:20 CEST
Hydrogen in Germany – Who will solve the "chicken and egg problem"? Pure Hydrogen, thyssenkrupp, NEL
Germany aims to achieve climate neutrality within twenty years. Hydrogen plays a crucial role in making industry more sustainable. However, as a recent article in Focus magazine shows, Germany has a "chicken and egg problem" when it comes to hydrogen. Planning security is needed to drive the necessary investment in hydrogen infrastructure. But industry is still hesitant, especially in uncertain times; no one wants to stick their neck out too far. This, in turn, does not provide an environment conducive to launching essential prerequisites, such as pipelines, storage facilities, or decentralized electrolysers. What does the future hold for Germany as a hydrogen location? Which stocks could benefit?
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