renewableenergies
Commented by Armin Schulz on February 19th, 2025 | 07:35 CET
thyssenkrupp, Golden Cariboo Resources, Intel – Which comeback strategy will pay off?
In a world where raw materials are becoming scarcer, markets more volatile, and technologies more disruptive, companies face a threefold challenge: they must transform, innovate, and, at the same time, preserve their roots. This balance between tradition and the future currently shapes three publicly traded companies that could not be more different – yet all three have long histories to look back on. thyssenkrupp, a former industrial giant, is in the midst of a transformation. Golden Cariboo Resources, with its "Quesnelle Gold Quartz Mine," can trace its history back to 1865 and has recently presented exciting drilling results. Meanwhile, Intel, a semiconductor giant, is grappling with the aftermath of a technological sprint that has catapulted the industry into a new era.
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Commented by Fabian Lorenz on February 19th, 2025 | 07:25 CET
FOMO Rally in energy and defense! Hensoldt, Siemens Energy, First Hydrogen
Shares in the energy and defense sectors continue to be among the most rapidly rising stocks. First Hydrogen has catch-up potential. The hydrogen specialist is currently expanding its business model and plans to use nuclear power, a potential the market has yet to recognize. Siemens Energy is also profiting from the world's hunger for energy. The latest figures are convincing; the free cash flow is exploding, and even the problem child Gamesa is picking itself up. However, analysts believe the stock might face some headwinds. The Hensoldt share is also unstoppable, riding the FOMO rally in Rheinmetall & Co. The share price surge accelerated again at the start of the week. NATO countries are preparing for years of massive investments. Can this momentum continue?
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Commented by André Will-Laudien on February 17th, 2025 | 07:35 CET
Shooting star Rheinmetall continues to rise - Greentech stocks like Nel, dynaCERT, and Plug Power are in the starting gate!
With the start of the security conference, they were back – the defense stocks. Rheinmetall thus exceeded the EUR 800 mark for the first time. The DAX 40 index is also doing brilliantly, currently at 22,600, well ahead of the NASDAQ. Now, rumors of peace talks are circulating, but the stock market is still not quite believing it. The losers of recent months were, not least, due to the re-election of Donald Trump, the greentech stocks. They were simply ignored in the face of the "climate change deniers" from the White House. But the charts no longer reached new lows. This is reason enough for us to refocus on these stocks. dynaCERT made its first leaps with the VERRA certification, but there is still much more potential. Selection remains key!
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Commented by Fabian Lorenz on February 14th, 2025 | 07:00 CET
SHARE PRICES are falling at Plug Power, Nel, and Hensoldt! BUY RECOMMENDATION for BMW partner European Lithium!
Buy opportunity or bankruptcy? Shares in Plug Power, Nel, and Hensoldt are under pressure these days. The former hydrogen favorites are facing one piece of bad news after another. After mass layoffs at Nel, the next catastrophe comes from Plug Power. Investors are also getting nervous about Rheinmetall, Renk, and Hensoldt. Is a correction looming? Analysts believe the correction at Hensoldt should be seen as a buying opportunity. At BMW partner European Lithium, analysts even see potential for a multiple increase in value. The stock, which focuses on lithium and rare earths, has gained traction, and the current consolidation offers an exciting entry opportunity. Even peace in Ukraine could benefit these companies.
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Commented by Armin Schulz on February 13th, 2025 | 07:00 CET
Plug Power, First Hydrogen, BP – Here are the opportunities of the new US energy policy
The global energy transition is at a crossroads. Electric vehicles will likely prevail in the long term, but not everywhere and not through mandates. The US aims to provide affordable energy and wants to promote oil and gas production while focusing on nuclear power in the form of small modular reactors. With these mini-nuclear power plants, hydrogen could be produced cheaply, taking the technology a decisive step forward. This could solve some of the issues electric vehicles face, which would be a boon for the transportation industry, which is subject to green regulations. We are, therefore, looking at the largest US hydrogen player today and taking a closer look at First Hydrogen, which specializes in hydrogen-powered light commercial vehicles. Finally, we will analyze BP, a major oil producer.
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Commented by Fabian Lorenz on February 6th, 2025 | 07:20 CET
Puma, Nordex, and Power Nickel - Potential for a price jump? Analysts see opportunities in these stocks
Power Nickel's shares were among the commodity high flyers of 2024. The upward trend appears to be continuing in the new year. Power Nickel's high-grade Nisk project is increasingly turning into a gold mine with numerous valuable metals. To increase its value further, it will continue to drill and spin off non-core activities. Will analysts soon be raising their price targets? Puma shareholders have been waiting in vain for a price jump for quite some time. The sporting goods company is caught in a margin trap. The target prices are widely divergent. After difficult years, Nordex is actually doing well. But the US is becoming more and more of a concern. And now there is also a headwind in Germany.
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Commented by Armin Schulz on February 6th, 2025 | 07:10 CET
Siemens Energy, European Lithium, BYD – Lithium: short-term pressure, long-term opportunities
Even though the lithium price is at rock bottom, many indicators are signalling a long-term recovery of the lithium market. Demand for lithium-ion batteries is being fueled by the increased use of electric vehicles and the expansion of renewable energies. At the same time, producers are already reacting with project delays and mine closures, which could create short-term supply bottlenecks. Given that the EU sources 79% of its lithium from China, a possible trade war should prompt the EU to seek alternatives. Analysts expect a stabilization by 2026 at the latest as the energy transition is progressing. Those who believe in the further electrification of the world should invest now, as the long-term prospects are promising.
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Commented by Juliane Zielonka on February 4th, 2025 | 07:25 CET
RWE, Nova Pacific Metals, Alibaba - How wind power, raw materials, and AI will shape the future
The energy transition and technological progress are shaping the global economic landscape in the first quarter. The German energy company RWE is investing in an innovative offshore wind farm control center on the German North Sea coast that will control the growing fleet of wind turbines from 2026. Renewable energies consume a lot of copper in their construction, bringing the explorer Nova Pacific Metals into focus. The Canadian company is preparing to start drilling at its strategically important Lara VMS project with a high copper content on Vancouver Island. The timing is ideal, as global demand for copper will increase to 50 million tons by 2035 – driven by energy transition projects like those of RWE, where a modern wind turbine alone requires 30 tons of copper. With secured financing of CAD 2.86 million and experienced expertise in the team, the chances for the drilling and further measures are excellent. The Chinese retail giant Alibaba is duly recognized as a global technology leader by the US Fortune Magazine and is ranked 3rd in the Internet Services and Retail category. What the publishers considered particularly important has to do with an AI highlight...
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Commented by Armin Schulz on February 4th, 2025 | 07:10 CET
Siemens Energy, XXIX Metal, Volkswagen – Is the energy transition in danger due to US tariffs?
The euro is falling, mainly due to the recent interest rate cut by the ECB. This puts the interest rate difference at around 1.5%. At the same time, a trade war is looming due to the new US tariff policy. After America raised tariffs on imports from Canada to 25% and on energy to 10%, Justin Trudeau, in turn, raised tariffs by 25%. In addition, measures in the raw materials and energy sectors are being considered. For example, refineries may no longer process US oil. The Canadians supply 85% of their copper to the US. If supplies were to be stopped, this would potentially drive up copper prices and, at the same time, jeopardize the energy transition.
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Commented by Fabian Lorenz on January 30th, 2025 | 07:00 CET
Nel ASA, Siemens Energy, F3 Uranium: Up to 100% upside potential or DeepSeek disaster?
The DeepSeek quake has also shaken the shares of Germany's Siemens Energy. In response, numerous analysts have spoken out. Opinions on the upside target price differ widely. Could the share price halve despite strong operating performance? By contrast, analysts see an upside potential of over 100% for F3 Uranium. The Company offers one of the greatest opportunities among uranium explorers. F3 is active in one of the world's most promising uranium areas; the resource is already highly valued, and the takeover fantasy is increasing. In contrast, Nel currently offers little upside potential. One piece of bad news follows another. The latest investment should also not be viewed positively. New lows are looming.
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