renewableenergies
Commented by André Will-Laudien on January 2nd, 2025 | 07:20 CET
Uranium and defense – Rally expected in 2025! Renk, F3 Uranium, Hensoldt, Rheinmetall and thyssenkrupp in focus
After nearly 19% gains in 2024, many investors wonder whether such dream returns are repeatable in 2025. We believe so, although the growth will be selective. Stocks are no longer rising across the board; instead, they are rising due to their strength in the sectors or because of an extraordinary competitive position. Underperformers will still be abundant, and investors should, therefore, position their portfolios to weather the storm. There is a significant risk of a lower valuation in certain NASDAQ-listed stocks, which have already reached P/E ratios of over 40. One indicator of such exaggerations is the so-called Shiller P/E ratio. At 24.8, the MSCI World is currently well above its long-term average, mainly due to stocks in the technology and communications sectors, which are trading relatively well above their historical valuation median. The time has, therefore, come for a sector rotation – here are a few ideas.
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Commented by Juliane Zielonka on January 2nd, 2025 | 07:00 CET
Saturn Oil + Gas, Nel ASA, RWE - How three energy giants are redefining the future of global energy supply
Only a few days remain until January 20, 2025. The day the new US president will be sworn in and can push ahead with another energy turnaround. In North America, energy companies like Saturn Oil & Gas are expanding, and their products are driving the economy. With its blueprint strategy, Saturn ensures continuous value creation and is investing around CAD 320 million in further oil drilling projects for 2025. The clear financial strategy also provides more flexibility for the coming year. In Europe, the shift toward renewable energies continues. Nel ASA boasts full order books thanks to demand from Asia, but analysts remain cautious given the lack of hydrogen supply infrastructure in Europe. However, the new EU supply chain law could reshape the market conditions in favour of Nel ASA, as initial threats from Qatar indicate. As a global player, RWE continues to do business where it is most lucrative. The Company has achieved a milestone in the US, and in Italy, RWE is bringing a fresh breeze to the energy sector. Where investors should act now.
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Commented by Armin Schulz on December 30th, 2024 | 07:10 CET
Myriad Uranium - Uranium prices are exploding! What is the outlook for Nel ASA and RWE?
Uranium is increasingly coming into focus. Recently, the largest uranium producers, Kazatomprom and Cameco, revised their production forecasts downward, and this at a time when the world needs more energy. Data centres for quantum computing, crypto mining, artificial intelligence, and electromobility are driving the world's hunger for electricity. At the same time, some large tech companies are researching modular nuclear reactors, which could further boost the demand for uranium. While the uranium sector is performing well, 2024 has been a tough year for hydrogen and renewable energies. We look at one company from each sector and examine the prospects for 2025.
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Commented by Fabian Lorenz on December 27th, 2024 | 07:40 CET
MicroStrategy buys Bitcoin! Nel ASA halved! F3 Uranium ultra-high grade!
The Bitcoin super-bull has struck again just before Christmas. MicroStrategy purchased an additional 5,262 Bitcoins, with an average price exceeding USD 100,000. However, the potential for a setback is increasing. The story is different for F3 Uranium, where new drilling results are described as "'ultra-high grade"'! This seems to prove analysts right. They see the fair value of the uranium explorer's shares as almost 200% higher than its current level. In contrast, experts have halved their price target for Nel ASA shares. For them, the former hydrogen high-flyer is no longer a buy, as the industry faces serious problems.
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Commented by Fabian Lorenz on December 27th, 2024 | 07:30 CET
Renk electric tanks with Rheinmetall? Buy Nordex shares? XXIX Metal profits!
Is electric mobility coming to the battlefield soon? This is likely to be only a matter of time. For example, Renk is already working on hybrid models that are expected to offer clear advantages in the field and could also be used to electrify Rheinmetall tanks in the future. In addition, the new transmissions pave the way for autonomous driving tanks. Electric vehicles are driving the demand for copper just as much as artificial intelligence and renewable energies. XXIX Metal is benefiting from this. The Company emerged from a merger this year and has become a leading player. The copper content of the projects, which already exists, is convincing. And what is Nordex doing? The wind turbine manufacturer has reported a new order. The stock has remained relatively stable throughout 2024. Analysts see upside potential, but there are also risks.
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Commented by Fabian Lorenz on December 23rd, 2024 | 08:25 CET
SHARE PRICE RALLY 2025 or cash in? Siemens Energy, thyssenkrupp nucera, Myriad Uranium
Will the Siemens Energy share continue its price rally in 2025? This year, the Siemens Energy share was the top performer in the DAX. The problems in the wind sector were outshone by the boom in the gas and grid business. Now, the major shareholder wants to cash in! What do analysts say? The chances are good that the rally will continue for Myriad Uranium. The newsflow is positive, analysts see a lot of potential, and a capital increase was easily placed. Analysts are divided on the upside potential for thyssenkrupp nucera. Is a 100% rally possible for the German hydrogen hopeful?
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Commented by Armin Schulz on December 23rd, 2024 | 08:15 CET
Nel ASA, dynaCERT, Super Micro Computer – Portfolio realignment: What should be in the portfolio?
At the end of the year, many investors critically review their portfolios in order to align them with the challenges and opportunities of the year ahead. This phase, often referred to as "window dressing" or year-end rally, offers investors the opportunity to review their investment strategies, take profits, offset losses in a targeted manner or tactically reweight positions. At the same time, the new year represents a fresh start, with a renewed focus on future developments, macroeconomic trends and long-term goals. We take a look at three interesting stocks and analyse the opportunities for the coming year.
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Commented by André Will-Laudien on December 20th, 2024 | 07:50 CET
Christmas is fast approaching: Tesla is breaking all records – 100% with BYD, NIO, 123fahrschule or VW?
What an investment year 2024 has been! Just three days ago, the NASDAQ 100 index was up over 30%. Now, in the middle of the week, there was a strong 'one-day reversal' – the first significant weakness in months. Those who boldly invested in high-tech stocks enjoyed even larger gains, such as Nvidia soaring by 180% or Palantir Technologies surging 340%. In some sectors, however, performance was dismal. European automotive stocks, for instance, dropped an average of nearly 20%, grappling with fundamental adjustment pressures and a dramatic decline in margins. Tesla and BYD, on the other hand, demonstrated how effective stock marketing works in the automotive sector, posting gains of 82% and 39%, respectively, this year. The big question now is: what is next for 2025?
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Commented by Armin Schulz on December 18th, 2024 | 07:15 CET
RWE, F3 Uranium, Super Micro Computer – Profiting from the world's growing hunger for energy
Global energy demand is skyrocketing, fuelled by technological progress and the enormous appetite for electricity for electric vehicles and AI-powered data centres, whose consumption could more than double by 2028. At the same time, the energy transition faces unresolved challenges: Weather-dependent wind and solar energy supply electricity in an unreliable manner, bureaucratic hurdles slow down the expansion, and without sufficient storage, alternatives for the base load are lacking. Given these developments, nuclear power is increasingly seen as the only reliable option for both satisfying the growing hunger for energy and ensuring a stable and climate-friendly energy supply in the long term.
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Commented by Fabian Lorenz on December 17th, 2024 | 07:20 CET
Outperformers to Buy for 2025: JinkoSolar, Barrick Gold, Newmont, Thunder Gold
Will gold mining and solar stocks be among the outperformers of 2025? The chances of them performing better than this year certainly look promising. Thunder Gold's stock has already performed well in recent months, and rightfully so: management believes it is possible to expand the resource of this exciting project in Canada to 2 million ounces. If it succeeds, the exploration company will become a hot takeover candidate. This is because major players like Barrick Gold and Newmont have underperformed this year and might face shareholder pressure to end their restraint on acquisitions. As usual, takeover fever should then spread to explorers like Thunder Gold. Barrick faces problems in West Africa, and Newmont is focused on cost reduction. And what about JinkoSolar? Not only does the Company want to buy back more of its own shares, but it is also working on a solar OPEC.
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