3Ano·

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 (+0,47%) (Tesla), $NEL (+2,01%) (Nel ASA), $HEX (+4,01%) (hexagon Composites), $PCELL (-2,43%) (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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Chris Gerlach@Palmo

3Ano

@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

3Ano

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

3Ano

Okey thanks for the link, it will be saved 😌

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