Close menu




September 24th, 2022 | 21:30 CEST

The green wave keeps rolling! Siemens Energy, Nel ASA, Alpha Copper, Plug Power - Copper now at 7,800!

  • Mining
  • Copper
  • GreenTech
  • Hydrogen
Photo credits: pixabay.com

Not enough copper is being mined! Despite this, the price has recently corrected by about 25%. It is mainly due to the worse economic expectations for the coming years. The orders are therefore falling, and the price is also falling slightly. However, the warehouses, due to many strong basic trends such as electromobility, will soon ensure that there will be a renewed shortage. These recurring economic trends, the increasingly difficult supply chain issue and the now high-interest rates are causing high planning uncertainty. Ultimately, they also weigh on mine output locally. We look at the opportunities and risks of the green wave!

time to read: 4 minutes | Author: André Will-Laudien
ISIN: SIEMENS ENERGY AG NA O.N. | DE000ENER6Y0 , NEL ASA NK-_20 | NO0010081235 , ALPHA COPPER CORP | CA02074D1087 , PLUG POWER INC. DL-_01 | US72919P2020

Table of contents:


    Siemens Energy - Back in the DAX

    The former energy division of Siemens AG has been listed independently on the stock exchange as Siemens Energy AG since the fall of 2020. The share started at EUR 23 and initially swung dynamically up to almost EUR 35, then began a long downturn to a low of EUR 11.89 this week due to non-fulfilment of target figures and problems at the subsidiary Siemens Gamesa.

    Siemens Energy currently finds itself in the headlines again and again in connection with the maintenance of gas turbines for pipelines from Russia. Beyond any clarification regarding the responsibility in this issue, the constant discussions and the acquisition of the Siemens Gamesa residual shares at EUR 960 million lead to further share price burdens.

    Because the stock's market capitalization and sales activity exceeds the same parameters at HelloFresh by a factor of about 2, Siemens Energy shares moved back into the DAX on September 19. It had not had to leave the index until March 2022. Hopefully, this will be enough to stop the current downward trend in the stock as well. 14 analysts expect an average price of EUR 21.86 in 12 months, according to the S&P Capital IQ consensus rating. Calculated from today, that is a premium of around 80%. Collect cautiously!

    Alpha Copper - Further acquisitions broaden the base in copper

    For Alpha Copper (ALCU), the energy transition and the increasing number of electric vehicles in the next few years is an opportunity for future development into an internationally known commodity stock. The British Columbia-based company started with the Indata (60%) and Okeover (100%) projects and, a few weeks ago, made a takeover bid for additional CAVU Energy Metals Corp. (CAVU) properties. The transaction follows standard regulatory requirements at a 60% premium to the average price over the last 20 trading days.

    This is a big step for Alpha Copper, as after the proposed transaction, the combined ALCU and CAVU will be a leading copper explorer with some precious metals deposits in BC and Yukon. CAVU shareholders will hold approximately 30% of the combined company after the share exchange. Together, exploration can be done more cheaply, and the calculated resource increases significantly. The exclusivity clause of the offer runs until the end of October 2022.

    Currently, several drill programs totaling 5,000 meters are underway at the Indata project, and the geophysical targets appear highly prospective to date. Initial drill holes show veins of gold-bearing mineralization and adjacent molybdenum mineralized porphyry bodies. Alpha Copper's positioning is aimed at the strategic thrust of critical metals. With the advancement of its projects, Alpha can become a GreenTech supplier in just a few years and address some of the undersupply of copper. ALCU shares are currently trading between CAD 0.30 and CAD 0.40 with good trading volumes, well above the June low of CAD 0.25. The estimated market capitalization after the CAVU transaction will likely be over CAD 20 million. One should put the stock on the investment list as long as the copper price is still correcting.

    Nel ASA and Plug Power - The hydrogen story is over for now

    Since Joe Biden's announcement to promote hydrogen and other green technologies and investments in health with over USD 430 billion, the H2 stocks knew only one direction: Up! Nel ASA and Plug Power quickly gained between 50 and 100%. The joy was short-lived, however, because since August, the NASDAQ has been heading sharply downward. Higher interest rates are also causing new discount rates for future projects in the growth stocks sector. In this scenario, the present values of planned investments are reduced, in some cases considerably, and this is currently weighing heavily on the share prices of popular public stocks.

    A look at the market technology shows how far the current downward trend could continue. Momentum points strongly downward for both stocks, although at least Plug Power can still offer a maintained relative strength index (RSI). Unfortunately, the approach to the 50-day line at about EUR 25 is disturbing here. However, the next support would already be found at EUR 21 to 22. The situation is worse for Nel ASA. Here, the correction has been going on since the break below the 200-day line at EUR 1.45. With a current price of EUR 1.22, the support zone of EUR 1.00 to 1.10 is also not far away. Hydrogen stocks are still expensive from an analytical point of view, but so far, only a few people have been interested in this. For both shares, the following therefore applies: Watch for a few more days to see where the major correction takes these stocks. If the momentum turns upward, one could at least speculatively jump in for a countermovement.


    The battle for the governments' popular investment of billions for e-mobility and GreenTech will continue in the medium term. Currently, however, the corrective trend of the NASDAQ is spoiling the balance sheets of global fund managers, and the risk appetite is also dropping significantly. However, when the situation calms down, the old favorites will come back into focus. Copper stocks, such as Alpha Copper, complement long-term growth portfolios.


    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.

    For this reason, there is a concrete conflict of interest.

    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and the like on news.financial. These contents are exclusively for the information of the readers and do not represent any call to action or recommendations, neither explicitly nor implicitly they are to be understood as an assurance of possible price developments. The contents do not replace individual expert investment advice and do not constitute an offer to sell the discussed share(s) or other financial instruments, nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but a journalistic or advertising text. Readers or users who make investment decisions or carry out transactions on the basis of the information provided here do so entirely at their own risk. No contractual relationship is established between Apaton Finance GmbH and its readers or the users of its offers, as our information only refers to the company and not to the investment decision of the reader or user.

    The acquisition of financial instruments involves high risks, which can lead to the total loss of the invested capital. The information published by Apaton Finance GmbH and its authors is based on careful research. Nevertheless, no liability is assumed for financial losses or a content-related guarantee for the topicality, correctness, appropriateness and completeness of the content provided here. Please also note our Terms of use.


    Der Autor

    André Will-Laudien

    Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

    About the author



    Related comments:

    Commented by André Will-Laudien on December 1st, 2022 | 13:18 CET

    Who builds the best battery? Varta, Altech Advanced Materials, SFC Energy, IBU-tec - The entry is tempting!

    • Energy
    • renewableenergies
    • GreenTech
    • Batteries

    Three years ago, the Chinese battery market leader CATL presented its cell-to-pack technology to the world for the first time. A new battery with this design is now said to give e-vehicles a range of 1,000 km and super-fast charging in just 10 minutes. According to CATL, the "Qilin" battery is more powerful than Tesla's 4680 cells. CATL plans to begin mass-producing the new battery in 2023. Whether the promised distance will be achieved, however, depends on the size of the installed battery and the vehicle's aerodynamics. In Europe and North America, research and development is also being carried out at full speed because the market for e-mobility still promises growth of over 30% per annum. What is the current status in Germany?

    Read

    Commented by Juliane Zielonka on December 1st, 2022 | 13:09 CET

    First Hydrogen, Tesla, Volkswagen - Hydrogen or battery drive, who makes the race?

    • Hydrogen
    • Electromobility
    • GreenTech

    The German Federal Ministry of Research and Education has big plans: the natural gas network is to be converted as a supply structure for hydrogen so that Germany is well equipped for the future. The Canadian company First Hydrogen is betting on hydrogen propulsion, launching its first production facility in Quebec. A call for leadership is being heard regarding Elon Musk and his car company Tesla. It seems that a blue bird and the desire for freedom of expression are taking up so much of his time that the share price is wobbling. The competition is not sleeping: Volkswagen is currently number one in Europe with its EV models. Who will make the race?

    Read

    Commented by Fabian Lorenz on December 1st, 2022 | 11:55 CET

    Comeback stocks: Nel, Aurora Cannabis, Barrick Gold, Tocvan Ventures

    • Mining
    • Gold
    • Hydrogen
    • Cannabis

    Gold, cannabis and hydrogen could be among the top trends of the coming year - also on the stock market. Due to full order books, Nel could be poised for a comeback in 2023. At least sales are already secured until mid-2024. Now, all that is left is to cut the loss to reach analysts' price targets. Aurora Cannabis has largely completed its turnaround and is also hoping for legalization in Europe and the US. Driven by a strong gold price, mining stocks have already jumped. Now exploration companies should follow. Tocvan Ventures is one of them. And with the gold explorer, investors can look forward to a regular news flow in the coming year. Are the three candidates comeback stocks in 2023?

    Read