renewableenergies
Commented by André Will-Laudien on May 16th, 2024 | 07:00 CEST
Attention: Here we go! Hydrogen and uranium on the rise: Plug Power, Nel ASA, Kraken Energy and Siemens Energy in focus
It has finally happened! After months of sell-offs in hydrogen shares, there was a sigh of relief across the sector the day before yesterday. The reason: industry leader Plug Power received a government guarantee of USD 1.66 billion as backing for the construction of six-megawatt sites nationwide to create an initial hydrogen infrastructure. The Department of Energy (DOE) is thus demonstrating that the US is serious about investing in alternative energies. The decision boosted the entire energy sector, with uranium also continuing its recent upward trend. Where do the opportunities lie for investors?
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Commented by Juliane Zielonka on May 16th, 2024 | 06:45 CEST
Saturn Oil + Gas, RWE, thyssenkrupp - Full speed ahead in energy and heavy industry
The oil and gas industry has evolved significantly thanks to technological developments. The Canadian energy company Saturn Oil & Gas has already completed four successful wells in southeast Missouri, USA, in the first quarter of 2024, with promising results. Further strategic investments, such as the acquisition of assets and financing commitments, strengthen Saturn Oil & Gas as an industry leader. RWE reports positive quarterly results. Despite lower earnings in the 'Flexible Generation' segment, the Company is optimistic due to the expansion of renewable energy projects. Thyssenkrupp reported stable results in the second quarter, although order intake and sales were down compared to the previous year. CEO Miguel López emphasizes the progress made in Marine Systems. Despite challenges, thyssenkrupp is sticking to its forecasts. Where is an investment worthwhile?
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Commented by Armin Schulz on May 14th, 2024 | 07:15 CEST
Nel ASA, dynaCERT, Plug Power - Growth in the hydrogen sector
The hydrogen market is currently experiencing an upswing, characterized by an increasing number of large orders and stronger demand for hydrogen technologies. One example of the momentum in this sector is the recent success of Canadian fuel cell manufacturer Ballard Power, which has received the largest order in its history from Polish bus manufacturer Solaris. This order, which includes the delivery of 1,000 fuel cell engines by 2027 to equip hydrogen buses, demonstrates the market's willingness to invest in sustainable and innovative mobility solutions. The German company Enapter increased its order intake in the first quarter by 730% compared to the previous year - reason enough to take a look at other hydrogen companies.
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Commented by Juliane Zielonka on May 10th, 2024 | 09:45 CEST
Desert Gold, Fresenius, SMA Solar: Emerging industry leaders in gold, medicine and renewable energies - investment opportunities in focus
This year's growth sectors are medicine, renewable energies and, due to the numerous geopolitical tensions, gold. The price of the precious metal has already climbed by 18% since January. In addition to its inflation protection function as a portfolio hedge, gold is also used in jewellery manufacturing, the electronics industry, and medicine. An increase in global demand for gold in these sectors can increase the profitability of gold mining companies and offer investors attractive returns. Desert Gold Ventures is an emerging explorer with gold deposits in West Africa. The area has many lucrative features. In the medical sector, Fresenius announces the completion of its restructuring measures by taking a tough and logical step towards more growth. Companies like SMA Solar in Germany, focusing on solar production, must also factor in the consequences. Where are investment opportunities with predictable risk?
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Commented by Fabian Lorenz on May 9th, 2024 | 08:00 CEST
Stocks facing revaluation! Nel ASA, Bayer, Power Nickel with potential
Relief for Bayer. In the US, the Company has won a victory in the dispute over compensation for illnesses caused by the chemical PCB. Is it groundbreaking and the start of a revaluation of the share? A revaluation already seems to be underway at Power Nickel. Following sensational drilling results, the share price soared. Surprisingly, gold, silver and copper were also found. Against this backdrop, the share appears to be favorably valued. Does this also apply to Nel? After all, the share price has risen by around 20% in just a few weeks. Is there new hope for the hydrogen pioneer? Or are today's figures from industry peer Plug Power threatening a new sell-off?
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Commented by Juliane Zielonka on May 9th, 2024 | 07:15 CEST
Carbon Done Right, Varta, Siemens Energy - On the road to success with clean energy
The global energy transition requires active measures to tackle current environmental issues. Companies such as carbon credit trader Carbon Done Right are proving how a consistent focus on clean energy through environmentally friendly projects brings environmental and economic benefits. Their innovative use of AI to precisely monitor their tree inventories ensures complete traceability of their carbon credits, which creates trust with investors and buyer companies such as Microsoft. Innovations are urgently needed for economic success at VARTA AG. A large-scale battery research project based on common salt as an energy source is intended to bring the ailing company back into the profit zone. Siemens Energy is already one step ahead. The current balance sheet reflects the ongoing restructuring measures and tough cost-cutting measures to further advance clean energy technologies. But one thing is falling by the wayside...
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Commented by Juliane Zielonka on May 3rd, 2024 | 07:00 CEST
Kraken Energy, Barrick, Nel ASA - High-yield investments with growth potential
The hunt for raw material resources has always been a race for the best possible energy supply. When sources are in one's own country or economically friendly neighboring countries, the risk of supply disruption is low. Nuclear energy is still one of the most efficient solutions. The US is a leader in the use of uranium. This benefits the Company Kraken Energy, which has dedicated itself entirely to the exploration of uranium deposits in North America. Due to the geopolitical conflicts, the price of gold has already risen by 14% in the last 6 months alone. Barrick has now published its quarterly results, and investors can rejoice. The Norwegian hydrogen company Nel ASA also has reason to celebrate. Here, too, a pact with its big brother is extremely promising...
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Commented by Fabian Lorenz on May 2nd, 2024 | 07:00 CEST
Profit more than doubled! Barrick Gold, Nel shares, Globex Mining ripe for take-off
While defense and AI stocks have already performed brilliantly this year, there are also stocks with catch-up potential. One of these is Barrick Gold. Despite a record gold price, the shares of one of the world's leading gold producers are trading at 2019 levels. Will the latest quarterly results bring a breakthrough? In any case, profits have more than doubled, exceeding analyst estimates, and the Company continues to expand. Also gaining momentum in recent weeks is the share of Globex Mining. The mining incubator offers a unique diversification opportunity in the commodities sector. The news flow is convincing and could continue to drive the share further. The Nel share also needs a boost. The hydrogen pioneer can look forward to a major order. Could this trigger a turnaround in the share price?
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Commented by André Will-Laudien on April 29th, 2024 | 06:30 CEST
Turnaround within reach; invest in hydrogen 3.0 now? Nel ASA, Plug Power, dynaCERT and Daimler Truck
No sector has been hit as hard in recent months as the hydrogen sector. Even after 70 to 90% losses in individual well-known public stocks, the starting signal for a recovery rally does not yet seem to be in sight. However, there are now an increasing number of listed business models that use hydrogen as a clean, climate-friendly fuel. Spurred on by public subsidies, attempts are now being made to combine alternative energy generation and clean combustion processes. Whether in steel production, industrial manufacturing, or transportation, the application areas are diverse. Are interested investors now facing a technical rebound in the hydrogen sector?
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Commented by Juliane Zielonka on April 25th, 2024 | 06:30 CEST
dynaCERT, Nordex, Plug Power - Clean solutions for the environment with potential returns
Greece's capital, Athens, has been struggling with extreme air pollution caused by dense Saharan dust since Wednesday. The red mineral dust causes severe lung problems and has led to numerous emergency admissions in the metropolis. Three companies are currently providing a breath of fresh air on the stock markets. The Canadian company dynaCERT focuses on clean air through patented electrolyser technology that reduces pollutant emissions in the booming logistics sector. Wind turbine manufacturer Nordex is also causing a stir among analysts. The Hamburg-based company impresses with full order books and good figures. A court in New York will now decide retrospectively whether CEO Andy Marsh's words regarding the operational business at Plug Power are just hot air or have real substance.
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