renewableenergies
Commented by Fabian Lorenz on April 11th, 2025 | 07:30 CEST
PRICE SURGE! Gold, Copper, Nordex, TUI, Benton Resources
Nordex reported a positive order intake amid the general recovery rally. The stock reacted yesterday with an intraday gain of over 5%. Analysts see further upside potential, and the stock has momentum. This also applies again to the gold price, which quickly regained the USD 3,100 mark. In times like these, gold is likely to remain in demand. Benton Resources should benefit from this. Investors betting on this "small Barrick Gold" are betting on both gold and copper. There are good reasons for rising prices for both commodities. This also applies to the Benton share. The historical resource estimate of the project in Canada may be far too low. At TUI, management appears confident in the Company's outlook, as board members have again bought shares. Analysts also see upside potential but warn of the potential impact of an economic slowdown.
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Commented by Fabian Lorenz on April 8th, 2025 | 07:00 CEST
Winners in the tariff quake: Renk, Nel ASA, Almonty – China attacks US defense industry
The tariff quake on the stock markets continued yesterday. For companies like Nike and the German automotive industry, the extent of the consequences is still unclear. However, there may also be winners. Tungsten producer Almonty emphasized yesterday that its defense-critical raw material is exempt from tariffs. In addition, China is tightening its controls on the export of critical raw materials. This makes Almonty shares even more attractive. Is a NASDAQ listing the next surprise? The effects of the tariffs are also likely to be manageable for RENK. The transmission manufacturer for tanks and other military vehicles has excellent business prospects here in Europe. The share was again recommended as a "Buy". Hydrogen could also benefit, as it helps diversify Europe's energy supply. Can Nel ASA benefit from this? A study shows that more investment in electrolysis capacity is needed in Europe.
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Commented by André Will-Laudien on April 2nd, 2025 | 09:05 CEST
Tesla is out; SMRs are in! Green hydrogen in focus at nucera, Nel ASA, Plug Power, First Hydrogen, and Oklo
Even if Donald Trump denies climate change, the international community still has hydrogen and alternative energies on the agenda. Within the new US administration, nuclear projects have been under discussion for several months, alongside an emphasis on fossil fuels. Small modular reactors (SMRs) are being discussed in this context. They can be planned and put into operation in a much shorter time and are highly flexible in their applications. In the US, Oklo is moving forward in this area, and the Canadian company First Hydrogen is also in the starting blocks to roll out its innovative solutions. This means that green hydrogen remains in focus. Which stocks are coming to the fore?
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Commented by Fabian Lorenz on March 25th, 2025 | 07:30 CET
Stocks in RALLY MODE: Deutz, Nel ASA with momentum! MiMedia taps into huge revenue potential with Walmart!
MiMedia has huge revenue potential and a favorable valuation. The cloud insider tip offers an exciting entry opportunity in Latin America after its partnership with Walmart. After a strong price increase at the turn of the year, the share is currently moving sideways – for now. Deutz's stock has shown how quickly a share price can rise in recent weeks. However, after the approximately 40% rally, the air is getting thinner, at least when looking at the figures for 2024. However, analysts think further price gains are possible. Nel has shown signs of life. The beleaguered hydrogen pioneer has landed a new major shareholder in Samsung and recently secured a major contract. Who will continue the rally?
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Commented by Stefan Feulner on March 25th, 2025 | 07:20 CET
BYD, 123fahrschule, RWE – Pure growth
The Chinese market leader for electric vehicles has defied all odds in recent weeks, shooting to a new all-time high despite the trade war and punitive tariffs. Rising sales numbers and continued growth are expected for BYD in the future. Likewise, the disruptor of the German driving school industry, 123fahrschule, is fully focused on expansion. With the placement of a convertible bond and the expansion of the board of directors, the path forward is clearly structured.
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Commented by Stefan Feulner on March 24th, 2025 | 07:00 CET
Nel ASA, Almonty Industries, Tencent – Merz and Trump as trend accelerators
The past stock market week was quite a rollercoaster. In addition to the approval of the billion-euro package by the Bundesrat and Bundestag, which helped the DAX to reach new highs at times, the activities of the old and new US President Donald Trump also caused high volatility on the global stock markets. In particular, defense stocks such as Rheinmetall, Steyr, and Deutz, as well as companies that produce the raw materials needed for rearmament, benefited and could continue their rally.
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Commented by Juliane Zielonka on March 21st, 2025 | 06:45 CET
Sustainability as an opportunity for returns: How Nordex, Globex Mining, and SFC Energy are shaping the energy transition
The energy transition is no longer just an ecological promise – it has become a return factor for savvy investors. Three companies are at the forefront of this development. The Nordex Group is driving the expansion of wind energy: With a new 94 MW order for Canada and wind turbines that can survive freezing winters thanks to an anti-icing system, the Hamburg-based company is demonstrating its position as a global player with over 57 GW of installed capacity. Globex Mining Enterprises of Québec acts as a kind of mineral bank for the energy future: Over 200 properties provide raw materials for batteries and technologies. With a recent buyback of gold royalties, CEO Jack Stoch is increasing the value of his company, much to the delight of shareholders. SFC Energy of Bavaria relies on innovation with fuel cells: The EFOY technology – "Energy for You" – supplies remote regions such as northern Canada with quiet, clean energy. A CAD 5 million order further underscores the success of the growing company. Sustainability and profit merge into a concept that inspires investors. Eco-friendly investing and generating returns – are these three stocks the key to the energy future?
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Commented by André Will-Laudien on March 21st, 2025 | 06:30 CET
250% Stock Rockets: Attention, it is taking off now with Nel ASA, naoo AG, Steyr, Mutares, and Hensoldt
The German economic stimulus package has been launched. The only thing missing is the approval of the Bundesrat, which is expected today. Public opinion is divided because the total of up to EUR 1 trillion in "special funds" is the largest debt incurred by the now 75-year-old federal government. The doubters see it as an enormous burden for future generations, while supporters emphasize that Germany has hardly invested in its future for many years and that the renewal backlog is now finally being addressed. This measure will increase the debt-to-GDP ratio by around 25%, while at the same time, the targeted measures in armaments, infrastructure, and climate protection will improve growth by around 0.2 to 0.3% annually with an increased state quota. The stock market celebrates, while the working population has to contribute around EUR 500 in interest annually as an additional tax burden. The election winners had promised significant tax relief. Where do the opportunities for investors lie?
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Commented by Juliane Zielonka on March 20th, 2025 | 07:10 CET
Steyr Motors, dynaCERT, and NEL – Growth drivers in defense and greentech
Investors love companies that impress with fresh ideas and strong growth. In the greentech and defense sectors, three players are in focus: Steyr Motors AG is convincing in its 2024 annual report with a 9.2% increase in revenue. The defense sector is booming, and the Austrian company's expansion into Asia is making it a global player. A revenue jump of at least 40% is even expected for 2025. The Canadian greentech company dynaCERT is making waves with its HydraGEN™ technology. It is particularly attracting attention in Canada's oil and gas industry because it upgrades heavy-duty diesel engines with hydrogen technology, making it the ideal bridging technology. A new major order for over 140 units proves how dynaCERT combines innovation, efficiency, and ESG goals. Nel is cooperating with SAMSUNG E&A in the hydrogen sector: SAMSUNG is integrating Nel's electrolysers into its hydrogen plants and acquiring 10% of the shares. Three companies, three paths – what opportunities could arise for your portfolio?
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Commented by Fabian Lorenz on March 17th, 2025 | 07:10 CET
Hydrogen stocks make a comeback and attract billions in investment! Nel ASA, Nordex, First Hydrogen
Almost 100% in three days. The Nel share celebrated a brilliant comeback last week. The entry of the Samsung Group as a new major shareholder in the Norwegian company shows that hydrogen continues to have a future. Can the rally continue? First Hydrogen's timing could hardly have been better. Shortly after announcing its expansion into Europe, the EUR 500 billion package for infrastructure in Germany has been approved. Of this, EUR 100 billion is reserved for the Climate and Transformation Fund (KTF). Accordingly, stocks in the renewable energy sector ended the week on a positive note. First Hydrogen is not the only company hoping to get a piece of the billion-euro pie; Nordex shareholders are also hoping for rising revenues. Analysts see potential.
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