Energy for the hare

TradingHase · 2026-04-16T10:31:43.106038Z

Dear gq community, I am looking for a good investment in the energy sector. It doesn't have to be a classic energy supplier, but it should be a long-term investment and pay a nice dividend. In addition, the share should be fair or at best even undervalued. I had initially thought of e.on $EOAN as it also has a lot of infrastructure and is less dependent on fluctuations in electricity prices. Do you see this as a suitable candidate for an investment or do you have better alternatives? The rabbit will thank you with carrots when he sits in his rocking chair with juicy carrots at retirement age 😉

Smudo@Smudeo

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$UKW ;-)

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TradingHase@TradingHase

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@Smudeo I'll have to see what that is and what they do. I've never heard of them 🙈

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Smudo@Smudeo

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@TradingHase Energy with wind turbines for Engelsland

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Dividendenopi👴@Dividendenopi

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@TradingHase the share was once very hyped here and some were probably invested. It has become very quiet around the stock 😇🙃

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GHF@GHF

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@Smudeo With this suggestion, you out yourself as a silverback here in the forum 😉👍🏻

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AI sagt@GoDividend

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@Dividendenopi most of them have sold 😅
And @Simpson has unfortunately deleted the longest-lived and most frequently added post.
A good record was kept here of how many shares he had.
As a community, we were on the way to holding 1% of the share 🤣

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Smudo@Smudeo

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@GoDividend whether the post was deleted by himself or historically?
My 'old' posts 2024 are also partially gone. Not actively deleted.

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Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin

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$IBE (which I hold myself) is the best utility company in Europe in my opinion. Other interesting companies from my point of view are $TRN (I also hold it), $SRG, $VPK and $U96 (also in my portfolio). All have their pros and cons, of course.

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TradingHase@TradingHase

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@Get_Rich_or_Die_Tryin Which one would you most likely take as a buy and hold?

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Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin

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@TradingHase The decision would probably be between $IBE and $TRN.
$IBE is already extremely strongly positioned in renewable energies and can already finance new projects there from existing cash flows. $TRN has high CapEx due to grid maintenance and expansion, but the cash flows are still suitable there too. And they are not experimenting there.

$SRG has massive projects in the pipeline with the H2 pipeline from North Africa, where, in case of doubt, they are simply burning massive amounts of coal for no purpose. $VPK is upgrading all terminals or building new ones where possible, also for H2 and the like. And $U96 is in the middle of a transformation away from gas towards green energy. Every spare SGD is currently being invested in renewable energy infrastructure.

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TradingHase@TradingHase

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@Get_Rich_or_Die_Tryin Many thanks for the information. The first two are certainly the better choice for the type of investment I have in mind. At the moment I am very skeptical about companies that are relatively strongly tailored to one energy source. Political and geopolitical changes can suddenly change everything here.

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Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin

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@TradingHase I am with you. In the EU in particular, we have seen not insignificant revisions or facilitations in various decisions in the recent past. At $IBE there has been a commitment to various energy sources, at $TRN the pure electricity infrastructure Pureplay.

All the others mentioned are still working very hard (and very capital-intensively) on major transformation steps.

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S.A.U.@SAUgut777

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@Get_Rich_or_Die_Tryin @TradingHase What do you think of $BEPC?

It's on my watchlist.

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TradingHase@TradingHase

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@SAUgut777 But I think it will stay there too, don't you? I think the growth forecast for the next 3 years is relatively weak at 20%. Renewable energy will of course be a factor for the future, but I believe that there should be greater scalability.

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Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin

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@SAUgut777 uses this purely as an investment, is not itself operationally active in this area, if I remember correctly? I find holding with a corresponding discount rather unfavorable in this area.

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Keineui@Keineui

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$BE or nothing 😎 Dividends are not yet available, but nothing better either. Otherwise $ENR

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Chris@Multibagger

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@Keineui I also think it's good, but after 50% last week I think it's a suboptimal time to enter the market.

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TradingHase@TradingHase

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@Keineui But BE has already had a good run. Do you still see so much potential? Why?

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Keineui@Keineui

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@TradingHase just look at my last comment on the title. They are just starting out in Europe and are the only ones who can provide energy capacity quickly and at scale. Now the fuel cells run on natural gas, but that doesn't matter to $BE because they don't pay for it. In the future, biogas or hydrogen can be used. And there is currently no other source of electricity for data centers.

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Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin

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@Keineui Biogas will never even begin to work on this scale. And whether hydrogen will ever establish itself sustainably as an energy source is absolutely written in the stars in my opinion. The infrastructure for this is still in its infancy.

Conversely, the fuel cell as the savior is anything but set in stone. And you mustn't forget: the USA clearly has the cost advantage when it comes to fuel. In Europe, the cost level for today is absolutely insane to operate fuel cells with gas...

I honestly don't see that yet.

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Keineui@Keineui

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@Get_Rich_or_Die_Tryin I mainly wanted to say that they can be powered by anything. I didn't realize that for a long time, for example, I always thought that only hydrogen would work. They also have the advantage that "only" CO2 is produced as an emission and not all kinds of other pollutants.

I'm with you on the skepticism about hydrogen. It will never be an energy source on a large scale. Cars with fuel cells, forget it. But it can be used in special situations. Steel production, for example.

I have never claimed that fuel cells are the savior. But name me a technical solution that can supply a new hyperscaler DC with capacity in a TIER I market by the end of the year and that is not called $BE (Katharina Reiche would now say gas-fired power plants). I'm assuming that the discussion about nuclear power is over.

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Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin

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@Keineui Of course, there is certainly no alternative in the short and medium term. And it will probably be some time before we reach the DC levels seen in the USA here in Europe.🤷🏼‍♂️😂 Thanks to regulation and bureaucracy.😅

But this was a question about buy and hold basic investments, and in my view $BE is less suitable. Too much hype due to the circumstances you mentioned and too volatile.

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Keineui@Keineui

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@Get_Rich_or_Die_Tryin I'm afraid I'm going to have to interject again.
Precisely because BE's solution produces no emissions other than CO2, i.e. not even much noise (they have already installed it next to terraces on office buildings, so you can have lunch next door and hear nothing), no BimSch permits are required here in Germany, for example. That's what makes them so alternative-free compared to on-site generation with a gas turbine.

Regulatory requirements and bureaucracy do not stand in the way, but on the contrary are a case FOR BE's fuel cell solution.

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TradingHase@TradingHase

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@Keineui Hydrogen as a vehicle drive is currently not an option.
But its not dead, I read today that Merz could bring a nuclear power plant back online for a few billion 😂

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TradingHase@TradingHase

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@Keineui don't know if you won't be drawn back into the BimSch due to CO2 emissions 🤔

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Keineui@Keineui

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@TradingHase The federal government is completely lost on the subject of

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Ver todas as 4 restantes respostas

stocker_1862@stocker_1862

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German companies are all hot in my estimation. $EOAN $RWE $NDX1 $ENR I would rather look elsewhere. If you hear about a guy who sold Nordex for 27 because he had enough return, that was me. *shakes head*

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TradingHase@TradingHase

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@stocker_1862 😂 Yes, it shouldn't have run away yet. It's intended as a buy and hold, but if I buy at the peak I won't have enough time to make a profit before I retire 😂

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Chris@Multibagger

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If you want it classic Hase, then $TTE if a little more speculative $2GB

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Keineui@Keineui

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@Multibagger but then 40% on a monthly basis is a good entry point? ;)

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TradingHase@TradingHase

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@Multibagger I've had 2gb in the WL for a long time, but it's run away from me quite a bit and is already quite sporty in my eyes. Do you see it differently?
I think of Total more as a fuel supplier. Is the business segment bigger after all?

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Smudo@Smudeo

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@Multibagger 2G yes, but I wouldn't put Total in the energy category. Oil mainstay

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Chris@Multibagger

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@TradingHase Yes, they are also strong in renewable energies. Even if they have now scrapped the wind project and in the USA in return for compensation of 1 billion.

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Chris@Multibagger

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@Keineui They are both highly valued, but $2GB is already profitable and shows profits.

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Keineui@Keineui

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@Multibagger think they're great too. It's all good. But it sounds as if $BE is still making massive losses, which is not the case. 2 billion turnover and 160 million EBITDA is reported here at QG. Define profit ^^
Negative EPS still, but that looks different at the end of the year.

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Chris@Multibagger

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@Keineui exactly EPS I had only looked at

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Chris@Multibagger

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@TradingHase I have another insider tip for you, which I also have in my portfolio. $CWR It's in my savings plan and is still up 50%. However, it is very volatile.

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TradingHase@TradingHase

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@Multibagger Phew, 600% on last year. And then there's green hydrogen, a topic I'm very skeptical about. 🙈 Thanks anyway, but not the kind of investment where I wanted to put the fleas I had in mind. 😉

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Fred@Fred999

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$TTE $NEE

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TradingHase@TradingHase

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@Fred999 Could you briefly explain to me why you see these two as a good investment for the parameters mentioned?

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Fred@Fred999

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@TradingHase $TTE a traditional oil company like the other big ones, but also has a foothold in renewables, so whether it stays with oil or not, they are riding both rails.
With a 4.4% dividend, they also beat other established oil companies, with the exception of $VAR
I would like to get in on both when the price has calmed down again
$NEE is all renewables and benefits from the AI hype as they produce cheap electricity with wind turbines in Florida
Also nice dividend which was still 3.3% at a price of €67.
I am not yet invested in all three because I am still waiting to get in

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TradingHase@TradingHase

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@Fred999 Thank you for your explanation 👍🏼👍🏼👍🏼

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