TotalEnergies

Apollo Global Management
$APO (+0.24%) will join the S&P500 index on December 23, 2024.

Anyone following the current news on Investor Relations has already expected this

https://ir.apollo.com/news-events/press-releases

There you will find a large number of exciting deals that you hardly ever hear about in the media

For example :

On Dec. 4, Apollo announced that funds managed by Apollo subsidiaries (the "Apollo Funds") have agreed to acquire a 50 percent stake in a Texas solar and battery energy storage system portfolio ("BESS") from TotalEnergies
$TTE (+0.86%) to acquire. The portfolio comprises approximately 2 GW of solar and BESS facilities at strategic locations in the Texas ERCOT market, consisting of three solar projects with a total capacity of 1.7 GW and two battery storage projects with a total capacity of 300 MW. TotalEnergies will retain a 50% stake in the portfolio and will continue to operate the plants, which include Danish Fields, Cottonwood and Hill Solar I.

Apollo partner Brad Fierstein said: "We are excited to partner with TotalEnergies, a leading energy company at the forefront of the energy transition, and to invest in a highly contracted, scaled renewable energy portfolio. Apollo's Clean Transition strategy allows us to be a flexible and long-term capital partner, supporting the growth of the Integrated Power business and TotalEnergies' capital recycling strategy."

Over the past five years, Apollo-managed funds have invested approximately $40 billion in energy transition and sustainability investments, supporting clean energy and infrastructure companies and projects, including offshore and onshore wind, solar, storage, renewable fuels, electric vehicles and a wide range of technologies to support decarbonization. Across all asset classes, Apollo aims to invest $50 billion in clean energy and climate investments by 2027 and sees the opportunity to deploy more than $100 billion by 2030.

Apollo is a fast-growing global alternative asset manager.

As of September 30, 2024, Apollo had approximately $733 billion in assets under management.

After being a mostly silent reader for over a year now, watching with interest what strategies and views others are pursuing:

Today I would like to share my first milestone with you - and most likely (never say never) my last.

After the last few weeks have been rather sideways, today I'm green again and have made a significant jump.

🎉A portfolio value of €1,000,000🎉

Briefly in advance:

My start in the world of finance began with a securities account that I inherited at the age of 20 due to sad circumstances. I never really got to grips with investments and 2-3 years later, I had completely different worries and suffering and would have gladly swapped the portfolio for a loved one again.

Now a little about my "strategy"

I inherited a lot of "blue chip" stocks and gradually sold some of them and opted for other stocks.

In my opinion, the "price increase" team is clearly superior to the "dividend" team at Getquin. I have always tried to find a healthy mix, and I have to admit that dividend stocks help me to get more involved with investing.

In the ~7 years I have been active so far, I have also had to learn the hard way and gain experience. Here are a few brief insights for those who are interested:

$TTE (+0.86%) and $AI (-0.22%) were my first self-made purchases, whereby I gradually $AI (-0.22%) I gradually increased my holdings and fortunately was able to take a stock split with me.

My first speculative share $NEL (-0.43%) had a price gain of 300% in the meantime, but was sold at a loss after disappointing figures.

During a professional training program during Corona, I bought shares $GME (+2.79%) I bought shares and took part in the rollercoaster ride in which I was able to realize a profit of €1,500 from a €6,000 investment and a lot of sweating and excitement.

I bought 0.05 $BTC (-1.81%) and was able to successfully hold it for 2 years and go from 0 to 0 before the BTC price went through the roof. You have to manage that first.

After the scandal of $WDI I thought, well the figures may be falsified but the company will have a conscience value and I burned another €1,500 at a share price of €1.22.

In addition, I couldn't quite believe the sanctions against Russia and shortly before the announcement of the sanctions $GAZP I bought shares worth €1,600.

At the end of the millions, the purchase of $PLTR (+6.35%) where I can currently record a 450% price gain.

( Thank you Jan Böhmermann, your video about this "evil" company was the best advertisement )

I am now happy with my portfolio. In the long term, I am still waiting $WCH (+1.9%) for a reasonably positive exit.

Of $SAP (-0.03%) as I also work with it at work and don't see any competition in the medium term as far as customized solutions are concerned.

I would also like to increase the position of $ENR (+2.08%) and generally increase my weighting with the Worlds funds.

I have currently set up savings plans of around €900 (€700 Worlds, €150 S&P 500, €50 EM)

In addition, I have a securities account not tracked here where I have been participating in a share program for employees for 10 years with my annual bonus payment from my employer. I also regularly watch videos of "Finanzbär" on Youtube where I am occasionally tempted to make individual purchases (e.g. $HIMS (-1.68%) and $SHOP (+0.9%) )

I can highly recommend it!

Fortunately, I can expect 3 salary increases in the next 12 months due to collective agreements and a change of position in the company.

I would like to use this to top up my savings plans and am considering investing €100 a month in $BTC (-1.81%) or $MSTR (+8.98%)

and we'll see.

My next goal?

Continue in the same way but don't forget that you are alive NOW and treat yourself to something. And if things go well, enjoy life in a southern country in my early 40s and no longer have to work 😁

With this in mind :

Cheers 🥂 thanks to all of you

Detailed oil price analysis 🛢️⛽️

Oil demand

China, Europe & USA

Slowing momentum

Peak in fuel demand

Rising production capacities

Impending oversupply

OPEC+

Link: https://www.ideas-magazin.de/2024/ausgabe-270/maerkte/peak-oil-auf-der-nachfrageseite-zuerst/?utm_source=techaktien-instagram&utm_medium=influencer&utm_content=aktie&utm_campaign=ideas-magazin

#FinX
#Aktien
#Öl
#Benzin
$SHEL (-0.74%)
$GB00B03MM408
$RDS.A
$BP. (-0.03%)
$XOM (-0.4%)
$CVX (+0.4%)
$SLB (-1.88%)
$OXY (+5.16%)
$APA (+1.92%)
$TTE (+0.86%)
$ENI (-0.58%)
$GAZP

02.10.2024

Middle East escalation drives oil and armaments, airlines weak + Boeing considers billion-euro capital increase

Oil stocks benefited from the news of a possible conflagration in the oil-rich Middle East, as this is associated with the risk of a shortage of the raw material. Chevron $CVX (+0.4%) , Exxonmobil $XOM (-0.4%) and ConocoPhillips $COP (-1.23%) gained up to 2.4 percent in New York. In Europe Totalenergies $TTE (+0.86%) and Eni $ENI (-0.58%) rose by up to 1.4 percent. In times of war, it is also not unusual for arms manufacturers to see share price gains. In the USA, for example Lockheed Martin $LMT (+0.94%) and RTX $RTX (-0.37%) recorded gains of around 2.7 percent in some cases, while in Europe Rheinmetall $RHM (-0.78%) was particularly popular in Europe, with a rise of more than 5 percent. BAE Systems $BA. (-0.57%) were 3 percent higher.

The situation was different for shares in tourism groups and airlines. For the latter, the risks of higher kerosene prices are increasing. Some travel destinations may also be canceled for the time being and the risk of terrorist attacks is increasing. Investors in Tui $TUI1 (+2.78%) saw their share price fall by 2.5 percent. For the share price of Lufthansa $LHA (+1.28%) fell by more than 2 percent. IAG $IAG (+2.13%) lost 3.9 percent. Shares in US airlines such as American, Delta and United Airlines fell by up to 2.4 percent.

The US aircraft manufacturer Boeing $BA (-0.46%) is considering a capital increase in the double-digit billion range in its ongoing crisis, according to insiders. The company is considering issuing new shares worth at least 10 billion US dollars (just under 9 billion euros), the Bloomberg news agency reported on Tuesday, citing people familiar with the matter. The fresh money from shareholders is intended to fill the manufacturer's coffers, which are becoming ever emptier as a result of years of ongoing crisis with flight bans and production restrictions as well as the recent strike by tens of thousands of employees. A Boeing spokesperson declined to comment. According to insiders, it is likely to be at least a month before Boeing gets serious about such a capital increase

Economic data, quarterly figures

Stock market holiday in China

ex-dividend of individual stocks

Cisco Systems USD 0.40

Quarterly figures / company dates Europe

07:00 Grenke new business 3Q

09:00 Gea Group Capital Markets Day

No time specified: Totalenergies Investor Day - 2024 Strategy & Outlook

Economic data

• 11:00 EU: Labor market data August Eurozone Unemployment rate Forecast: 6.4% Previous: 6.4%
• 14:15 US: ADP Labor Market Report September Private Sector Employment PROGNOSE: +128,000 jobs previous: +99,000 jobs

Low performers, shitcoin collectors, uphill brakers and poolside swimmers!

Now it's time for a little #beerchallenge with me🍻

If you don't want to read it now: I spent two weeks with my boss and the camper including mountain equipment and gravel in the Schweiz🇨🇭 and in Südfrankreich🇫🇷

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🇨🇭🇨🇭 SWITZERLAND 🇨🇭🇨🇭

We first headed towards Kandersteg via Freiburg to take a look at Lake Oeschinen. I have to say, it's a beautiful lake with a great panorama!

We then continued towards Lake Geneva to Vevey to dip our big toe in the pond and (unintentionally) take a look at the $NESN (-0.19%) the headquarters.

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🇫🇷 🇫🇷 FRANCE 🇫🇷 🇫🇷

First of all: rejoice you $DG (-0.15%) shareholders, you got €65 toll from me.

We went to the Verdon Gorge via Grenoble. A bit up and down in just under 3.5 hours.

The next stop was the small coastal town of Hyeres on the Côté d'Azur for a swim and a tan.

Of course, we shopped at $CA (-0.76%) and refueled at $TTE (+0.86%) refueling.

Via St. Tropez, Cannes and Monaco, we then headed back home via Lake Maggiore.

After a total of almost 2200km, we had a moderately tasty meal at the lake Dosenbier❤️

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The end of the story:

We were on the road for a total of three weeks, drove 2700km and paid around €200 in tolls.

The vacation was good to get away from the hassle of saving money and enjoy life 🫶🏽

Greetings and kisses,

alpaca

I would like to invest in oil / gas shares invest. Which ones do you think are best (also in view of the geopolitical situation (Middle East war?))

$EQNR (-0.22%)

$BP. (-0.03%)

$PBR (+0%)

$SHEL (-0.74%)

$E (-0.78%)

$CVX (+0.4%)

$XOM (-0.4%)

$OXY (+5.16%)

$TTE (+0.86%)

It was the time when shares went up for a long time. Fortunately, I sold several shares. Now I'm starting to fear a sell-off. Will it continue to go down? I will soon be focusing more on cryptocurrencies.

Sold:

$IHG (+0.84%)
$1810 (+2.98%)
$PHIA (-0.25%)
$TEF (-1.07%)
$TTE (+0.86%)
$SHEL (-0.74%)