Plug Power mit ErholungstendenzPlug Power war einer der Highflyer im Jahr 2020 (mehr als 500% Kursgewinn).
Danach ging es aber auch wieder steil bergab.
Im Moment versucht sich die Aktie an einem Bodenbildungsprozess.
Ein Rounding-Bottom eröffnet Perspektiven nach oben.
Im Moment steht der Kurs im Bereich des MA200. Dies könnte zu einem Abprall nach unten führen. Wird der MA200 aber überwunden, eröffnen sich gute Chancen auf steigende Kurse.
Renewable
RATTAN INDIA POWER - WEEKLY TIME FRAMEThe Structure looks good to us, waiting for this instrument to correct and then give us these opportunities as shown on this instrument (Price Chart).
Note: Its my view only and its for educational purpose only. Only who has got knowledge about this strategy, will understand what to be done on this setup. its purely based on my technical analysis only (strategies). we don't focus on the short term moves, we look for only for Bullish or Bearish Impulsive moves on the setups after a good price action is formed as per the strategy. we never get into corrective moves. because it will test our patience and also it will be a bullish or a bearish trap. and try trade the big moves.
we do not get into bullish or bearish traps. We anticipate and get into only big bullish or bearish moves (Impulsive Moves). Just ride the Bullish or Bearish Impulsive Move. Learn & Know the Complete Market Cycle.
Buy Low and Sell High Concept. Buy at Cheaper Price and Sell at Expensive Price.
Keep it simple, keep it Unique.
please keep your comments useful & respectful.
Thanks for your support....
Tradelikemee Academy
Renewable energy – a requisite tool for tackling climate change"The electric light did not come from the continuous improvement of candles." – Oren Harari
In the year 1900, the world had a simple energy mix. One half of total energy supply came from coal and the other came from biomass. Gas, oil, and hydropower existed but paled in comparison. Fast forward 121 years, by 2021, things had changed in two key aspects. First, oil and gas had come head-to-head with coal to collectively account for nearly 77% of the energy mix. And second, total energy consumption had increased 14x1.
This drastic increase in our energy consumption, and demand mostly satiated by fossil fuels, has created a problem. It has left us with a carbon budget of 380 gigatons of CO2 equivalent from the start of 2023. In other words, we could hit 1.5°C of warming in 9 years2.
That is, unless things change meaningfully. Not continuous improvement, but radical change. Like shunning fossil fuels for cleaner alternatives. Not only is this essential but, luckily, it is now achievable thanks to the advancement of renewable energy.
At the heart of the energy transition
Consider the gap between the base case (dark blue line in the chart below) in Figure 1 and the path we must adopt in the 1.5°C scenario (teal line). The teal scenario appears to be possible by doing a combination of two things. Where decarbonisation of power and transportation is possible, it must be done. Where it isn’t, say heavy industries like steel and cement, carbon capture must be employed. Scaling up renewable sources of energy, therefore, is at the heart of this endeavour.
A more efficient alternative
Historically, our total energy consumption has only moved in one direction – upwards. While population growth and advancement in industrialisation and technology are the prime reasons for this, another contributing factor is that energy efficiency has seldom been achieved on a large scale. But with the rapid electrification of transport and buildings, efficiency gains vs using fossil fuels could result in total end-use demand for energy peaking by 2028 and, potentially, declining thereafter (in a 1.5°C scenario).
Wind and solar have arrived
Among renewables, wind and solar are expected to play the leading role (see Figure 3). There are numerous reasons for this. First, both technologies have been around long enough to see significant cost reductions in recent years. According to a Bloomberg New Energy Finance report published in June 2022, new onshore wind now costs about $46 per megawatt-hour (MWh), while large-scale solar plants cost $45 per megawatt-hour. In comparison, new coal-fired plants cost $74 per MWh, while gas plants cost $81 per MWh.
Second, most places in the world have access to either wind or sunshine (if not both). The only challenge that needs to be overcome, therefore, is obtaining the necessary funding required to install renewable energy farms.
And third, wind and solar are seeing some exciting innovations. Consider floating offshore wind as an example. Floating offshore wind power has several benefits as a source of renewable energy. First, floating wind turbines can be deployed in deeper waters where traditional fixed-bottom turbines cannot reach. This allows for greater access to stronger and more consistent wind resources, which can generate more electricity at a lower cost. Additionally, floating offshore wind turbines are less visible from shore and have a smaller environmental footprint compared to onshore and fixed-bottom offshore wind farms. Furthermore, floating offshore wind farms have the potential to be located closer to population centres, reducing transmission costs, and improving energy security. Lastly, because they are not limited by the ocean floor, floating wind turbines can be moved to different locations if needed, making them a more flexible option for renewable energy production.
Wind and solar can be complemented by emerging sources of renewable energy like hydrogen. Green hydrogen, which is produced through the renewable electrolysis of water, that is, passing a current of renewable electricity through water, has the potential to help decarbonise both heavy-duty transport like trucks, ships, trains, and airplanes, and energy-intensive industries like steel and coal. As the production of green hydrogen achieves scale, cost-reductions will foster further growth.
The pathway forward
Renewable energy can help the energy sector deliver net zero with the aid of the following:
1. Effective policy design - regulatory, commercial, and technical barriers to entry be removed.
2. Capital - by 2050, US$47 trillion is required to deliver the generation and infrastructure of a net zero energy system3.
3. Technology – wind and solar will need to be supported by emerging technologies like hydrogen and carbon capture.
4. System flexibility – innovative ways of energy storage and distribution will need to support renewable energy.
5. Sustainability – recycling will need to be scaled up to ensure we efficiently utilise natural resources.
Renewable energy is being fuelled by political will, technological progress, and investor interest. It is an exciting time to employ this tool in our fight against climate change.
Sources
1 Source: Visual Capitalist as of 10 March 2023 with original data from ‘Our World in Data’.
2 Intergovernmental Panel on Climate Change, 2023.
3 Wood Mackenzie, 2023.
ENPH: Energize Your Investments with a Leading Solar CompanyOne key factor that makes ENPH an attractive investment opportunity is the rapid growth of the solar energy market. According to a report by the International Energy Agency, solar power is expected to become the largest source of electricity by 2035, with a projected compound annual growth rate (CAGR) of 18% from 2020 to 2025. As a leading provider of energy management systems, ENPH is well-positioned to benefit from this trend.
In addition, ENPH has a strong financial position. The company has consistently posted strong revenue growth over the past few years, with a revenue CAGR of 50.4% and 67.8% from 2015 to 2020. Furthermore, the company has a solid balance sheet with no long-term debt and a healthy cash reserve. This financial stability puts ENPH in a strong position to weather any potential economic downturns or market volatility.
Finally, ENPH has a strong track record of innovation and product development. The company has a robust research and development program and has consistently introduced new and innovative products to the market. This positions ENPH to stay ahead of its competitors and to maintain its position as a leader in the solar energy industry.
In summary, ENPH is a strong investment opportunity due to its position in the growing solar energy market, strong financial position, and track record of innovation and product development.
FSLR:No more Sunshine?!FIRST SOLAR
Intraday - We look to Sell at 121.86 (stop at 130.09)
Following yesterday's bearish candle, the overall trend lower looks set to continue today. We look for a temporary move higher. Resistance could prove difficult to breakdown. Preferred trade is to sell into rallies. Our bias remains bearish and further downside is expected to target support at 100.00.
Our profit targets will be 101.77 and 90.00
Resistance: 122.00 / 145.00 / 196.00
Support: 101.80 / 63.00 / 31.00
Please be advised that the information presented on TradingView is provided to Vantage (‘Vantage Global Limited’, ‘we’) by a third-party provider (‘Signal Centre’) . Please be reminded that you are solely responsible for the trading decisions on your account. There is a very high degree of risk involved in trading. Any information and/or content is intended entirely for research, educational and informational purposes only and does not constitute investment or consultation advice or investment strategy. The information is not tailored to the investment needs of any specific person and therefore does not involve a consideration of any of the investment objectives, financial situation or needs of any viewer that may receive it. Kindly also note that past performance is not a reliable indicator of future results. Actual results may differ materially from those anticipated in forward-looking or past performance statements. We assume no liability as to the accuracy or completeness of any of the information and/or content provided herein and the Company cannot be held responsible for any omission, mistake nor for any loss or damage including without limitation to any loss of profit which may arise from reliance on any information supplied by Signal Centre.
SPWR - Breakout
Renewable as a whole has shown impressive strength and most likely to lead in near future.
pivot held and breakout on good volume. Next target is 33...should come sooner than expected.
Nickel another hype?Electric Batteries have to continue to be produced, and Nickel is needed more than ever.
and remember:
Even a small amount of nickel can be critical in delivering resilience and enabling successful deployment of clean technologies. Take hydro-electric for example. Even though nickel is indicated to be of low importance (low quantity) in hydro-electric, its use is critical in weldability of turbine blades and in the long life of other components used in dam gates. In some applications, we can even say that nickel is essential for these technologies.
All the clean energy technologies use nickel!
EQT Flare-Off Top Somebody tell Toby Rice Sell Them SharesWhat Is Tragedy of the Commons?
The tragedy of the commons is an economics problem in which every individual has an incentive to consume a resource, but at the expense of every other individual—with no way to exclude anyone from consuming. Initially it was formulated by asking what would happen if every shepherd, acting in their own self-interest, allowed their flock to graze on the common field. If everybody does act in their apparent own best interest, it results in harmful over-consumption (all the grass is eaten, to the detriment of everyone)
Popular support for alternative energy has been very high for years. But it harms corporate profits.
The top is near for the fossil fuel energy mini-cycle, demand destruction will be the narrative this summer
SSE - So Simple & Easy - BUY @£1,766REASONS TO BE BULLISH
Technical - Recently broke all-time high from 2007 - 15 yes FIFTEEN years ago!
Technical - Crossed the 50 MA some weeks back and just reclaimed the top of the purple channel. Holding there at support. A great time to reload.
Technical - 50, 100 and 200 MAs all the right way around now, after crossing back in October 2020.
Technical - Back in 2019, we had a double-threshold break. Crossing the 50 MA and entering the RSI bull zone on the same candle - my favourite type of entry. it has already back-tested that move.
Fundamental - Providing a dividend of 4.6% in a stagflationary environment, SSE is not to be sniffed at. 29 years of consistent dividends too!
Fundamental - Furthermore, demand from UK households is not receding from here. Same for sustainable energy & ESG investment.
Fundamental - Price to earnings is reasonable at ~7.6, unlike many other companies on the market.
Fundamental - SSE's standard mix has 55% renewables, with 40% from natural gas. The average UK provider offers 40% renewable, 38% gas and 16% nuclear. They're one of the best in a bad worldwide bunch.
Targets - Initial target would be a 200% move to £3,300. Should the energy really be 'cooking on gas', we may see it reach the £5-10k top channel (in green) after the coming 5 years.
Targets - Any pullback to the 50 EMA is to be bought (~£1,475 and rising).
WHAT COULD BE BEARISH
Fundamental - Sold off on news of a potential windfall tax on oil & gas producers. As of today, I would rate the chances of that passing or affecting SSE as unlikely, despite the political pressure. Even if implemented, it is perhaps more likely to stunt BP and Shell's progress than a "greener" company like SSE.
Fundamental - Businesses like SSE are needed to support households and also shift to a greener future - being one of the biggest investors in green energy in the country. Unless those in charge wish to undo all their promises in recent years, I'd rate the chances of this impacting SSE as low.
Technical - Down nearly 8% for the day and with other more risky assets selling-off, SSE may still stutter (even if downside limited from here).
Technical - Stop loss would be £1,285 which would create a new low and a 27% decline
SUMMARY
Overall, this seems like one of the biggest no-brainer investments out there. Relatively low-risk, relatively high-reward.
Dividend - Check. ESG - Check. Inflation-proof - Check. Value - Check. New ATH - Check.
Absolutely long-term bullish on SSE, although I expect a a few weeks of sideways action to settle on top of the prior all-time high to call it support. Today SSE is a solid purchase and I expect will remain a good time to begin a position, inspite of the market & political risks identified above. Let's keep an eye on this one in the years ahead. Thanks for reading!
JKS - Big flag breakout
Breakout on 3D chart +++
Holding well above 50 EMA ++
Pivot trendline resistance acting as a support (for now) ++
Takeaway: Hallmarks of a leader...everything seems to looking up for this name. Sector should benefit the sympathy play due to high energy prices. Setting up for ATH.
$SEDG: Time To Get $TAN?SEDG made a major break through the key 370 level we were watching on my Stocktwits page. TAN (Solar ETF) broke above 100 today as well and looks very strong against alternative energy plays. In fact if you look at $XLE vs $TAN you'll see that energy potentially has a long way to fall vs solar companies who are leading the pack today. Could be good to hold longer term until retail trends begin to develop in a more broad based way. Good luck!
$MNTK Energy is hot right now!$MNTK Montauk Renewables has seen some major upside recently. Yes we are late to the party but the lack of volume is off-putting. Today 9/15 there was a spike in volume on the final 30minutes. It was selling pressure after reaching a intraday high of 12.21
The daily chart shows clear defined levels we can play if the trend continues.
We are watching a break and hold past 12 and then a move to 13.50 (volume dependent)
Metals/Energy - MGAModel Forecast for Mega Uranium Ltd.:
- Model has produced a Line of Least Resistance.
- Mega Uranium Ltd. is a uranium mining and development company which explores for prospective properties primarily in Australia and Canada.
- This is a second wave "junior" that has been in existence since 1990 with a promising balance sheet.
- We believe that a macro turn is upon us and we are extremely bullish on uranium, renewable, and nuclear energy. There is a non-trivial probability that uranium juniors will yield the greatest gains out of all stocks in this full cycle.
- With a shift toward renewable energy solutions, we expect a global interest toward nuclear energy, causing a boom in the sector.
- With the level of stimulus projected by 2030, and the global direction until 2050, we expect necessary funds to be raised capital expenditures in the sector to be spent aggressively, with the backing of national interests.
- Should the company acquire a mining project, the stock will yield outsized gains.
- Price is technically breaking out of a Cup & Handle, and is likely to test the top of a channel established since the 2010's.
"For the juniors, there are three possible fates:
1. Most common is a failure, which leaves a hole in everyone's pocket, including that of the banks and investors.
2. The second fate occurs when a junior has enough success to justify a major paying a decent premium to gobble it up, leading to decent returns all around.
3. In the third and most rare fate, a junior finds a large deposit of a mineral that the market wants a lot of – it is a magical combination of the right deposit at the right time. When this happens, juniors can return more in a few days than a major will return in years." - Investopedia
- Interestingly, the company sold its assets in Canada to NexGen Energy (NXN.V) for a 40%~ equity interest in NexGen.
- We believe that a time is approaching such that companies in all sectors, especially in the mining sector to relentlessly undergo mergers & acquisitions, in a race to become "Too Big To Fail" and obtain the blessing of government subsidization.
- MGA may be giving signals for a potential M&A with NexGen, and in such case, investors will benefit greatly, as NexGen is also a very appealing company.
- In the case that MGA finds a new deposit, investors will again benefit. Investors must simply be patient, as global interest will sustain promising juniors until they succeed during a boom.
- We speculate that the lumber squeeze that is currently occurring is only a small teaser for the supply squeeze in energy commodities to come.
GLHF,
DPT
Disclaimer:
We absolutely do not provide financial advice in any shape or form. We do not recommend investing based on our opinions and strongly cautions that securities trading and investment involves high risk and that you can lose a lot of money. Loss of principal is possible. We do not recommend risking money you cannot afford to lose. We do not guarantee future performance nor accuracy in historical analyses. We are not registered investment advisors. Our ideas, opinions and statements are not a substitute for professional investment advice. We provide ideas containing impersonal market observations and our opinions. Our speculations may be used in preparation to form your own ideas.
NextEra Energy looks like its in need of a retracementNEE looks like a really interesting stock at the moment. Based on the quant signals it looks like its in need of a retracement before any meaningful upward move thereafter. The company appears to have a relatively strong balance sheet and provides a range of services within the renewable energy sector including power generation from wind, solar and natural gas. Could this be a stock to hold for the next 3-5 years?
Thematically lets just say that renewable/clean energy continues to be a growing industry globally. What fascinates me it how cheap and readily accessible the technology should be in the next 10 years. Someone or a group of monopolistic companies will need to lead that drive. NEE looks like it could be one of those players.
To be clear i think a short term retracement is on the cards based purely on the quant signals. Beyond that i think it could be a great company to hold in one's portfolio. For that reason my investment strategy is "Neutral" as it consider both the down and the upside over different time frames.
Please like and follow. Please also share your views on the trading ideas and whether or not you find them to be of any value to you as a trader.
Please note, this idea is shared for educational and discussion purposes only and should not result in speculative investment decisions in any asset class.
GoldWind is back after waiting for pullbackIf we see the consolidation around 11.50 to 12.50 this area shows a good spike in volume and breakout of its consolidation.
With China's renewable energy push, Wind energy has been very quiet considering all other areas of renewable energy have been accelerating.
Also since the launch of the Carbon Trading Exchange on Friday, this might be good enough a push to draw attention back to the wind industry.
Entered trade at 12.50 and look to take profit at around 15.50.
Other wind names that look attractive are :
MingYang Smart Energy 601615 (has already started its uptrend but its valuation is higher due too its higher growth rate)
Dajin heavy Industry 002487 (breaking out of consolidation same like Goldwind but with less volume) maybe a laggard so it could be a good secondary trade to follow up
Shanghai Taisheng 300129 (Halted trading on 18th due to change in share structure) There was a big bullish breakout before Sunday so I expect this to follow through with further upside.
Happy Trading all.
Bullish- long playENPH has had a nice run in the past month running up roughly 35% to fill the gap on its yearly chart (see previous chart). Could definitely see some healthy consolidation here or another move upwards. Goldman Sachs raised their price target for ENPH from $187.00 up to $202.00, EMA's curling & holding support nicely- will be looking for an entry for a long play.
(Previous)
ENPH has gotten relatively beaten down and taken a much-needed pullback. However, has held up fairly well amidst all of the intraday volatility in the markets and is now is back above its 200day SMA where it has previously found support. Needs to hold above the 200day SMA . Additionally, does look like a fishhook pattern forming, and am looking for ENPH to fill the gap circa 153-167. Bullish
PT1- $152.99
PT2- $169.10
Metals/Energy - BMNIdea for Bannerman Resources:
- A quick technical idea for BMN.
- We are very bullish on uranium.
- See related post on MGA for further fundamental analysis.
- Technically a clear bull flag.
GLHF,
DPT
Disclaimer:
We absolutely do not provide financial advice in any shape or form. We do not recommend investing based on our opinions and strongly cautions that securities trading and investment involves high risk and that you can lose a lot of money. Loss of principal is possible. We do not recommend risking money you cannot afford to lose. We do not guarantee future performance nor accuracy in historical analyses. We are not registered investment advisors. Our ideas, opinions and statements are not a substitute for professional investment advice. We provide ideas containing impersonal market observations and our opinions. Our speculations may be used in preparation to form your own ideas.
Metals - ORLEW Forecast for Orocobre Ltd:
- Orocobre Limited engages in the exploration, development, and production of lithium in Argentina. The company's flagship project is the Olaroz Lithium Facility located in the Jujuy province of northern Argentina. It also operates two open pit mines situated in Tincalayu and Sijes producing minerals, refined products, and boric acid. In addition, the company owns 100% Cauchari Lithium Project.
- Cup and Handle breakout.
- Orocobre is a leading producer and developer of lithium.
- We are bullish on commodities, especially metals.
- Lithium ion batteries are critical in the renewable energy industry.
- We are very excited about opportunities in the commodities sector, as we believe a macro turn is approaching in the nearest future.
- We are bullish on the clean energy and ESG sectors.
- Orocobre is due to complete a merger deal with Galaxy, creating the 5th largest global lithium chemicals company.
- We expect companies to accelerate the merging process, in the rush to become "too big to fail", as the macro turn approaches... only the biggest entities will be bailed out, or bailed in.
GLHF,
DPT
Disclaimer:
We absolutely do not provide financial advice in any shape or form. We do not recommend investing based on our opinions and strongly cautions that securities trading and investment involves high risk and that you can lose a lot of money. Loss of principal is possible. We do not recommend risking money you cannot afford to lose. We do not guarantee future performance nor accuracy in historical analyses. We are not registered investment advisors. Our ideas, opinions and statements are not a substitute for professional investment advice. We provide ideas containing impersonal market observations and our opinions. Our speculations may be used in preparation to form your own ideas.
Bloom Energy Update - Important Levels and TrendsHonestly, I don't know exactly what will happen with Bloom in the short term.
Worst case scenario, it taps 18, then bounces hard, which will confirm a full retracement of the over-extension.
The simple trend line I have should bring us to 30 soon.
The 200 Daily EMA has been reclaimed, as of today. It must hold til the end of the week.
I predict Bloom will hit $75, minimum, by the end of 2021.