renewableenergies
Commented by Fabian Lorenz on November 25th, 2025 | 07:45 CET
Buy recommendation and major order: Evotec, Nordex, Desert Gold
Are more than 100% share price gains in Nordex still not enough? Apparently not, according to analysts. In addition, the wind turbine manufacturer has secured a major order. Will the rally continue? Analysts believe that Desert Gold shares have the potential to rise by well over 100%. In their view, Desert Gold may be on the verge of one of the most significant gold discoveries in West Africa in recent years, none of which is reflected in the current share price. And what is Evotec doing? The share is trading at its lowest level since 2016. The milestone payments in the current year do not appear to be enough for investors. What do analysts say?
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Commented by Armin Schulz on November 25th, 2025 | 07:40 CET
Mercedes-Benz searches, Graphano Energy finds, Siemens Energy uses: The three stocks for the next phase of energy storage
The global energy transition is heating up the market for critical raw materials. The spotlight is on a true jack-of-all-trades: graphite. Without it, lithium-ion batteries, which power electric vehicles and modern energy storage systems, simply would not work. But supply is lagging behind rapidly growing demand. This gap poses enormous challenges for supply chains. It is driving up prices, opening up exciting opportunities for companies – both those that source the raw materials and those that forge high-tech products from them. We therefore take a closer look at automotive giant Mercedes-Benz, raw materials expert Graphano Energy, and energy professional Siemens Energy.
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Commented by Fabian Lorenz on November 24th, 2025 | 07:20 CET
The winners of the AI boom?! Oklo, Plug Power, Siemens Energy, and dividend gem RE Royalties
Companies involved in energy generation and technology are the real winners of the AI boom. Without electricity, all data center operators would be in trouble. Siemens Energy is one of the 1,000% stocks in industry. RE Royalties is another company that has not yet been discovered. The Company primarily finances renewable energy projects in North America and has a long-term share in the proceeds. Until the stock is discovered, shareholders can look forward to a dividend yield of over 10%. Shareholders of Oklo and Plug Power currently have little to be happy about. Their share prices have fallen sharply. Rightly so?
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Commented by Fabian Lorenz on November 24th, 2025 | 06:00 CET
Nel facing a shutdown? JinkoSolar weak! NEO Battery Materials' Next Big Moves!
Will the lights soon go out at Nel? After weak figures, the share price briefly rebounded. However, that rally has already faded, with the all-time low back in focus. Orders are seemingly being ignored by investors. The shares of NEO Battery Materials appear interesting for investors with a bit of patience. It is likely only a matter of time before battery stocks are rediscovered by the market. After all, they are essential for megatrends such as robotics, drones, and electromobility. NEO Battery has not only developed a new generation of high-performance batteries, but has also already secured orders and is scaling up production. And what about JinkoSolar? Will the quarterly figures provide a tailwind, or will the stock continue to underperform?
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Commented by Armin Schulz on November 21st, 2025 | 07:25 CET
BYD's battery revolution, Pasinex's hidden treasures, Rio Tinto's green metals: How to crack the profit code of the energy transition
Driven by the global energy transformation, historic opportunities are emerging. At the forefront are pioneers who are redefining not only technologies but entire markets. They control the critical levers for the future, from revolutionary energy storage and the development of high-grade raw material sources to the sustainable mass production of key metals. These companies are the silent architects of change and offer what is arguably the most compelling growth potential in the coming years. Three players, led by technology leader BYD, followed by raw materials specialist Pasinex Resources and mining giant Rio Tinto, show how investors can participate.
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Commented by Nico Popp on November 20th, 2025 | 07:30 CET
EU gets serious about hydrogen: Pure Hydrogen, NEL, Air Liquide
The European hydrogen transition could get a boost thanks to the EU's new Hydrogen Mechanism. This matchmaking portal aims to bring together suppliers and buyers of hydrogen in the EU, thereby making the market more transparent. The idea behind it is that if potential buyers are visible and purchase agreements for hydrogen are concluded, the market will get going. Until now, the hydrogen transition has struggled with a classic chicken-and-egg problem: without investment, there is no supply, and without supply, there is no demand. We examine what this new initiative could mean for companies and why smaller suppliers such as Pure Hydrogen could benefit in particular.
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Commented by André Will-Laudien on November 20th, 2025 | 07:15 CET
The stock market shows gravity! Black Friday prices for Plug Power, dynaCERT, Oklo, and Nel ASA
The stock market is prone to slight corrections. Is this the beginning or just a test of gravity? No one knows for sure, because machines rule the market. They generate automatic buy and sell orders based on trends, order frequency, and daily volume. Currently, it appears that the lower sales by small investors are actually generating further downward momentum. At the same time, the big players have not even considered their positions yet. For the hydrogen sector, the sobering results of COP30 in Brazil are decisive. Here, somewhat risky financing models are being discussed, and without the US, it hardly makes sense to join forces.
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Commented by Nico Popp on November 20th, 2025 | 07:05 CET
Safe havens with dividends of almost 10%: RE Royalties, Enbridge, Realty Income
The euphoria surrounding artificial intelligence has driven tech stocks to dizzying heights—but not without increasing risk. Stefan Hoops, CEO of asset manager DWS, recently warned that the explosive rise in the price of many AI stocks is increasingly resembling a bubble and that there is "no playbook" for such a development. The situation is reminiscent of the dot-com bubble of the late 1990s, when private investors also drove valuations to extremes in the final phase of the rally. While Hoops and other market experts caution that tech stocks could face a painful correction, savvy investors have already begun looking for alternatives outside the AI hype. Dividend stocks with stable, inflation-resistant business models are coming back into focus – and the associated business models that secure robust returns regardless of short-term market developments.
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Commented by Fabian Lorenz on November 18th, 2025 | 07:20 CET
ALL-TIME HIGH for Siemens Energy! After strong results, should investors be buying RENK and Graphano Energy shares?
These companies have impressed with strong figures: Graphano Energy could play a key role in helping the West achieve greater independence in the battery value chain. The Company is currently developing a graphite deposit in a highly attractive region of Canada, and the drill results to date are very encouraging. In addition, the Company benefits from the fact that North America has recognized the urgency of securing critical minerals and is actively supporting the industry. Record figures have recently sent Siemens Energy shares to an all-time high. Analysts are enthusiastic, with just one exception. RENK continues to stand out positively from Rheinmetall and Hensoldt. What do analysts make of the latest figures? Is this a buying opportunity during the correction?
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Commented by Armin Schulz on November 14th, 2025 | 07:00 CET
BYD, Power Metallic Mines, and Nordex: How to benefit from industry leaders in the energy transition
A new industrial era is dawning. Driven by the global energy transition, there is an unprecedented demand for clean technology, powerful batteries, and the metals that power them. But this multi-billion-dollar arms race reveals a critical vulnerability: the scarcity of strategic raw materials and fragile supply chains. The key to success no longer lies solely in innovation, but in mastering the entire value chain, from the mine to the finished plant. We take a closer look at three companies at the forefront of the energy transition: BYD, Power Metallic Mines, and Nordex.
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