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Chris Gerlach
@Palmo
2Yr·

What do you think about hydrogen stocks, i.e. production processing and storage?

I have the following stocks in mind at the moment:


$BAS (Basf De), $RCK (Rock Tech), $TSLA (+1.79%) (Tesla), $NEL (-2.38%) (Nel ASA), $HEX (-0.97%) (hexagon Composites), $PCELL (-3.84%) (PowerCell AB).


Or do you have any other suggestions which companies to keep an eye on in the current energy transition?

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8 Comments
Deleted User
2Yr
Comment was deleted
Chris Gerlach@Palmo
2Yr
@meta Well, there is supposed to be an East German lithium pipeline 😇
Consisting of Deutsche Lithium GmbH, BASF, Rock Tech and Tesla.
Tesla in Berlin is then responsible for the production of hydrogen cars. 😇
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Philipp@PhilippInvest
2Yr
Elon Musk has said that he doesn't think much of hydrogen😅 https://youtube.com/shorts/pJFOdi0th7I?feature=share
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Chris Gerlach@Palmo
2Yr
Yes, that's right, I've noticed that too 😇
Nevertheless, Tesla has an acceptance contract with Rock Tech.
And this company is just setting up and trading in lithium😇

That's why it doesn't have anything to do with hydrogen cars directly, but rather the cooperation between the two companies and the resulting possibility of an upswing in shares for both companies, but more from Rock Tech than tesler 😌😇
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Deleted User
2Yr
Comment was deleted
Chris Gerlach@Palmo
2Yr
@ElijahDeVargh
Thank you for this detailed answer 😇
I also think that the mix of recycling & reprocessing near the e-car industry makes sense.

And I didn't know that Rock Tech and Tesla already have an acceptance contract, I thought that was yet to come, but all the better if it already exists 😌

I also had my eye on Vulcan Energy, but I am/was unsure about this company, which is why I haven't invested yet. But it's good to know that they might have legal problems due to the drilling in the Upper Rhine Graben.
I think I'll wait until the legal issue has been clarified.
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Chris Gerlach@Palmo
2Yr
Well, we'll see, maybe it will all be crushed. It's too uncertain for me at the moment, but I'll keep an eye on it anyway.

Yes, I think that BASF, Rock Tech, and the German Lithium GmbH will get involved in the whole thing, so that a lithium production line is created from Saxony up to Berlin/Brandenburg.
Do you know when this letter of intent was signed or when the offtake agreement is due to come into force, or has it not yet been finalized, as I haven't really found anything about it?
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Chris Gerlach@Palmo
2Yr
Okey thanks for the link, it will be saved 😌
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