renewableenergies
Commented by Juliane Zielonka on September 1st, 2023 | 08:10 CEST
GoviEx, Siemens Energy, Delivery Hero - Which stocks have the greatest growth potential
Seamless energy supply has become a competitive advantage. France, for example, gets 70% of its electricity from uranium. With an outstanding uranium recovery rate of 88% in Zambia, GoviEx supplies the world with this valuable energy source. The Company focuses on the exploration and development of uranium deposits in Africa. Renewables, however, are not quite taking off for them. Siemens Energy is facing significant cost problems in its onshore wind turbine business. Damages to rotor blades and bearings could cost the Company up to EUR 4.5 billion. People always need to eat. Those who prefer ordering food in light of high electricity costs should look at Delivery Hero. Citigroup seems to have better information on the delivery service than current investor sentiment suggests.
Read
Commented by Nico Popp on August 31st, 2023 | 08:10 CEST
Warning against the Green Illusion! SMA Solar, Saturn Oil + Gas, JinkoSolar
About one-fifth of Germany's gross final energy consumption comes from renewable energies - and the trend is rising. Renewables are also on the rise in the US and China. From an investor's point of view, this naturally suggests itself as an investment. Renewable energy is climate-neutral, cost-effective, and politically supported. Despite these apparent advantages, some pitfalls still surround this presumed self-propelling sector. We shed light on why sustainably-minded investors do not need to shy away from fossil energy sources and why certain challenges exist within the Green Illusion.
Read
Commented by Armin Schulz on August 30th, 2023 | 08:10 CEST
Plug Power, Almonty Industries, JinkoSolar - Will the doubler come after the Crisis?
Currently, there are several hotspots of crisis around the world. There is the war between Russia and Ukraine, the efforts of the BRICS countries to free themselves from the supremacy of the US dollar, and the smoldering dispute between the US and China. Relations between the latter have deteriorated in recent years, partly because the US fears growing Chinese influence. However, the BRICS nations are blessed with raw materials that the West desperately needs. The list of critical metals is long. This is also true for Europe, which has had an energy problem above all since the Ukraine conflict. Efforts are being made to solve this. We have picked out one company from each of the various focal points.
Read
Commented by Armin Schulz on August 29th, 2023 | 06:40 CEST
Volkswagen, Altech Advanced Materials, Varta - The future is electric - who will benefit?
The future of mobility is rapidly moving towards electrification, with more and more vehicles on the road being powered by electric motors. The trend towards electrification is expected to intensify in the coming years, bringing numerous benefits such as improved energy efficiency and reduced environmental impact. Talk of an "electric future" is gaining momentum in this context. The combination of technological progress and growing environmental awareness makes it clear that the "electric future" is not just a vision, but rather an unstoppable development that will fundamentally change our understanding of mobility and sustainability. Which companies will profit from this transformation?
Read
Commented by Juliane Zielonka on August 27th, 2023 | 09:00 CEST
Altech Advanced Materials, Volkswagen, FREYR Battery - Investment opportunity in the future energy storage market
The booming energy storage market will bring investments of USD 620 billion over the next 22 years, according to BloombergNEF. In this context, the focus shifts to Heidelberg-based Altech Advanced Materials AG, which specializes in emission-free energy storage solutions. Their innovative approach to generating energy from an abundant raw material in Europe - salt - is worth highlighting. Volkswagen is also striving for seamless supply in the electrification market and is re-sorting its semiconductor supply chains with the help of German taxpayer money. At Norway's FREYR Battery, quarterly results are in, surprising analysts.
Read
Commented by Fabian Lorenz on August 23rd, 2023 | 09:10 CEST
Disappointments and surprises: Nikola, Plug Power, First Hydrogen
Hydrogen and electromobility are megatrends. But not all shares from these sectors deliver what they promise. Nikola has recently disappointed. After the share price multiplied in June and July, it halved in August. And now Nikola has shocked shareholders again. Investors have also been unhappy with Plug Power in recent months. The hydrogen specialist just cannot get a handle on its margins. Is there hope for both again after the recent sell-offs? In contrast, First Hydrogen has surprised on the upside. A customer is enthusiastic about the test of the hydrogen fuel cell vehicle. Will a major order follow now, along with a rediscovery of the stock?
Read
Commented by Stefan Feulner on August 23rd, 2023 | 08:10 CEST
Golden times for investors: Why Nordex, Manuka Resources and SFC Energy are in focus now!
Recent financial news is dominated by companies causing a stir with decisive business decisions and strategic developments. While one player reports a significant major order in the renewable energy sector, another opens up new potential in gold and silver mining. At the same time, a third company is setting benchmarks in its sector with its quarterly figures. These developments could be groundbreaking for investors who are always on the lookout for stable and promising investments.
Read
Commented by Armin Schulz on August 21st, 2023 | 08:15 CEST
BYD, First Phosphate, JinkoSolar - Benefiting from the growing energy storage market
The electrification of the world is an important step in reducing dependence on fossil fuels and achieving climate goals. Energy storage systems and batteries are essential to balance the fluctuating generation from renewable energy sources such as solar and wind. They can store excess electricity and release it when needed. One promising technology for electricity storage and rechargeable batteries is lithium-iron-phosphate (LFP) batteries, which are safer and cheaper than traditional lithium-ion batteries and have a longer service life. Moreover, the first automakers are exploring the usability of LFP batteries. The market for energy storage is growing rapidly. We take a look at three companies that stand to benefit from developments in the energy storage market.
Read
Commented by André Will-Laudien on August 21st, 2023 | 07:00 CEST
The correction wave is rolling: Adyen, Almonty Industries, Nel ASA - is a 100% turnaround quickly possible?
Looking back, 2023 has been an exceptionally good stock market year. However, there has been no noticeable momentum for a few weeks now; instead, major players are trying to maintain the high level. However, the profit warnings are piling up, which we should have received for months, given the economic weakness. But the executives are taking time to lower their forecasts, hoping things improve. The fact that stocks still trended upward for months despite huge interest rate increases is due to the reawakened NASDAQ bull market with the trending topics of Artificial Intelligence and Greentech. But just hoping for falling interest rates is not enough. Now sentiment has also turned, and prices are falling. Time for us to take a look at some of the "Fallen Angels". Who will manage the turnaround?
Read
Commented by Fabian Lorenz on August 17th, 2023 | 08:30 CEST
Plug Power, JinkoSolar, Altech Advanced Materials: Only one share is strong
The stock market is currently on shaky ground. In such times, it is worth considering stocks that show relative strength. Which renewable energy company falls into this category? Hydrogen specialist Plug Power disappointed again with its latest quarterly figures. And now analysts are also losing patience. In contrast, JinkoSolar has increased its half-year profit by over 300%. However, the shares of the Chinese solar group are trading lower than they have in a long time. The shares of Altech Advanced Materials - also listed on XETRA since July - are among the German stock market stars of 2023 with a plus of 250%. But is there more in store? After all, the Company aims to revolutionize the battery market and even outshine the new Tesla battery.
Read