renewableenergies
Commented by Fabian Lorenz on April 24th, 2024 | 07:30 CEST
Is China getting serious? Rheinmetall and Almonty Industries profit! Varta share on the brink?
Is China really preparing for an attack on Taiwan? It is well known that China is massively increasing its gold reserves. But why tungsten, too? After all, China itself is the largest producer of this raw material, which is not only in demand in the arms industry. However, as noted recently by the CEO of Almonty at an investor conference, the Chinese are currently buying large quantities of tungsten. We can only speculate about the reasons behind this. What is clear is that the Western world needs to secure its tungsten supply. Almonty Industries is already producing in Europe and plans to commission a huge tungsten mine in South Korea later this year. Revenue and profits should then rise sharply and lead to a revaluation of the share. Rheinmetall has undergone a revaluation in the past two years. Can it reach EUR 600? Varta, on the other hand, is on the brink. Analysts do not see any upside, even at the current price level.
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Commented by Stefan Feulner on April 23rd, 2024 | 07:30 CEST
Plug Power, Carbon Done Right Developments, Nel ASA - Exponential growth
In recent months, geopolitical uncertainties have increased with escalations in the Gaza Strip and the ongoing conflict in Ukraine, dominating the headlines in newspapers and news portals. As a result, reporting on climate change has taken a back seat somewhat. Nevertheless, it remains one of the most significant challenges in human history. Due to global warming, extreme weather events and natural disasters are increasing noticeably. In addition to the expansion of renewable energies, the introduction of emissions certificates is considered an effective means of promoting climate protection.
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Commented by Armin Schulz on April 23rd, 2024 | 07:15 CEST
RWE, Kraken Energy, Nel ASA - Germany's industry under pressure
Germany is pursuing its own path in energy policy and will rely entirely on renewable energies in future. Robert Habeck emphasized that Germany is now independent of Russian gas. However, there is no talk of independence, as Germany has become a net importer of electricity, indirectly importing gas from Russia and even nuclear power. This is because the energy storage facilities in Germany for renewable energies are not even sufficient for one hour. In addition, Germany has some of the highest electricity prices, which is already prompting industry to relocate some of its production abroad. Nuclear power is an emission-free alternative, and many power plants are being built worldwide. Uranium could become scarce here. Whether hydrogen can solve the energy storage problem is currently questionable.
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Commented by André Will-Laudien on April 18th, 2024 | 07:15 CEST
Attention Nvidia! The turnaround check for Nel ASA, Saturn Oil + Gas, Lufthansa and TUI
It looks like a peak is forming in Artificial Intelligence. The most prominent share here is Nvidia. With a spectacular rally, the value has surged by over 100% in just 6 months. However, the share price is now stuttering, and there have been no new highs for days. The charts for TUI and Lufthansa also show an upward reversal. The latest wage negotiations have tightened the cost structure considerably. Also, a significant amount of revenue has been lost due to the numerous strikes. And now the Middle East crisis is flaring up, making the entire region a risk for holidaymakers. However, the rise in oil prices is giving oil companies a new lease of life. Here is a list of interesting investments.
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Commented by Fabian Lorenz on April 16th, 2024 | 07:20 CEST
Plug Power deeply in the red! Thyssenkrupp Nucera and First Hydrogen shares with positive newsflow and upside potential!
Not only is Plug Power's share price in the red, but also its earnings for the year 2023. Losses at the US company are still growing faster than revenue. Together with its struggling industry peer, Nel ASA, Plug is dragging down the entire hydrogen sector. However, there are positive developments. For example, the hydrogen-powered fuel cell commercial vehicle from First Hydrogen in England has impressed in test drives under real conditions. The Company is currently valued at only CAD 50 million and offers an entry opportunity. Analysts also see more than 100% upside potential for Thyssekrupp Nucera. Is the wheat separating from the chaff in the hydrogen sector?
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Commented by Armin Schulz on April 15th, 2024 | 06:15 CEST
Varta, Carbon Done Right Developments, Bayer - Buy when the cannons are firing?
The stock market is a fascinating place where investors have to weigh up their opportunities and risks. An often-quoted stock market adage is: "Buy when the cannons are firing". The idea behind this is that one can find opportunities for lucrative investments in times of crisis when market sentiment is particularly poor. Warren Buffett also supports the idea of buying securities or companies at times when the majority of investors are pessimistic, causing prices to fall below the actual value of the investments. He said: "Be greedy when others are fearful and be fearful when others are greedy." We have selected three candidates who have recently lost ground and shed light on whether an investment is worthwhile.
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Commented by Juliane Zielonka on April 11th, 2024 | 07:45 CEST
Innovation made in Europe: Singulus Technologies, Siemens Energy, BASF - which share offers the greatest potential?
Companies in Europe, like Singulus Technologies, are leaders in the production of surface materials in future-oriented sectors such as photovoltaics, semiconductors, medical technology and cosmetics. This is reason enough to take a closer look at Europe as a location. The European Commission is determined to push ahead with CO₂ reduction with all its might and subsidize future energies. They would prefer to lock out Chinese companies that produce solar and wind turbines more cost-effectively than Siemens Energy. However, China is also an excellent place to do business. Chemical giant BASF strategically adheres to long-term contracts, in line with the Chinese strategist Sun Tzu. Which share offers the greatest potential for investors?
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Commented by Fabian Lorenz on April 11th, 2024 | 07:30 CEST
Panic at AIXTRON and NEL! Is Kraken Energy an AI beneficiary?
AIXTRON shares lost more than 5% yesterday. In addition to the price slide on the NASDAQ, a negative analyst comment added to the negative sentiment. Both the rating and target price of the AIXTRON share were significantly reduced. The same applies to Nel. The hydrogen specialist's recovery attempt was mercilessly stifled, and the share lost over 15%. The lack of incoming orders, in particular, is making analysts nervous. In contrast, Kraken Energy could soon be seen as an AI beneficiary. After all, Elon Musk is not the only one warning of an energy crisis and calling for the expansion of nuclear energy. Voices are getting louder that the computing power required for artificial intelligence will cause energy consumption to explode. In order to prevent a blackout, many countries are turning to nuclear power.
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Commented by Armin Schulz on April 10th, 2024 | 07:30 CEST
Nel ASA, First Hydrogen, Nikola - Hydrogen on the rise
With the development towards a clean and efficient logistics industry, hydrogen is gaining importance as a forward-looking energy carrier. Continuous innovations in fuel cell technology and storage systems are making it increasingly competitive. This technological progress, coupled with government incentives to expand the necessary infrastructure, is paving the way for widespread adaptation in the logistics sector. Pilot projects are already validating the practical suitability and paving the way for more extensive implementation in the logistics sector. Recently, there have been positive signals from the three hydrogen companies we are looking at today.
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Commented by André Will-Laudien on April 8th, 2024 | 07:00 CEST
Sell AI now and buy turnaround stocks: Nel ASA, Royal Helium, Linde and Plug Power
The stock market gives and takes away. When it comes to artificial intelligence and high-tech, investors have been able to make gains of up to 600% in recent months. Stocks such as Nvidia and Super Micro Computer are on the hit list of all fund managers worldwide. However, the first quarter is over, and there is no immediate reason to continue buying overpriced AI stocks. Last Thursday saw the first shot across the bow, with the NASDAQ 100 index plummeting by over 2% within three hours. Technically, the upward momentum is already waning, leading to increased profit-taking. If many investors do it simultaneously, it will result in a hefty correction. Do not wait too long; we present some interesting reallocation ideas.
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