The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
Before founding his own company, he held various positions as business editor, fund advisor, portfolio manager and finally as CEO of a listed investment company. He also held several positions on the supervisory board.
He is passionate about analyzing a wide variety of business models and investigating new trends, especially in the areas of e-commerce, fintech, blockchain or artificial intelligence.
Kommentare von Stefan Feulner
Kommentar von Stefan Feulner vom 26.04.2022 | 05:01
Stock news: Plug Power - The market leader is wobbling
The conditions for a transformation of the energy industry could not be better. With the outbreak of war in Ukraine and the declared sanctions, the switch from fossil fuels such as oil and gas to renewable energies is to be accelerated significantly once again in order to reduce dependence on Russia. Green hydrogen is seen as the key to achieving climate targets and is becoming increasingly competitive due to the sharp rise in gasoline prices. In the long term, market leader Plug Power should benefit from its green hydrogen ecosystem. Despite this, the chart is severely battered and a major correction is imminent.
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Kommentar von Stefan Feulner vom 30.03.2022 | 06:31
K+S AG - Fertilizer for the portfolio
Last year, fertilizer producer Kali + Salz already benefited from increased demand from farmers and sharply rising prices for potash, one of the most important mineral fertilizers for plant cultivation. Following Russia's war of aggression and the sanctions imposed on companies such as Uralkali and Belaruskali, which account for around one-third of production among themselves, supply is once again being minimized. As a result, the base price is rising to its highest level in ten years and is only just off its all-time highs of 2008. By focusing on its core business with potash and magnesium products, the MDAX company could thus benefit disproportionately in the future.
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Kommentar von Stefan Feulner vom 22.03.2022 | 05:11
Stock news: wallstreet:online with entry opportunity
For wallstreet:online AG, the past fiscal year brought new records despite a slowdown in the boom of general stock trading. Thus, almost all issued group targets were surpassed. In terms of assets under management, the Company also rose to become by far the largest neobroker operator in Germany with more than EUR 8.8 billion. The internal targets for the current year 2022 are also ambitious. A new era is now to begin with Smartbroker 2.0. After the recent turbulence in the wake of the Ukraine conflict and the correction of the overall market, the wallstreet:online share lost significantly. This results in attractive long-term entry opportunities.
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Kommentar von Stefan Feulner vom 09.03.2022 | 07:10
Defense Metals - The dependence of the defense industry
Both politicians and industry are taking a high risk in order to achieve the climate targets. Fossil fuels are to be replaced by alternative energy sources as quickly as possible. In turn, the consumption of metallic raw materials is increasing in order to build renewable, energy-efficient systems. In addition to copper, cobalt and nickel, the demand for rare earth metals, which have to be imported almost entirely from China, is increasing dramatically. Now it is not only about the economic security of the West, but also its military security, as it is considered essential for the defense industry. The dependency is frightening given the currently escalating geopolitical tensions. Alternatives outside China are few and far between. A Canadian company could provide some relief in the supply chains, offering to supply around 10% of current global production in the near future. As explained below, the chances of this happening are extremely favorable.
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Kommentar von Stefan Feulner vom 01.03.2022 | 06:02
Rheinmetall - Well armed
Since Russian troops invaded Ukraine, the world has changed fundamentally. Hundreds of thousands of people gathered for peace demonstrations across Europe over the weekend, but a solution to the conflict seems frighteningly distant. On the contrary, with the exclusion of Russian financial institutions from the SWIFT system and further sanctions, the situation threatens to worsen. To ensure Germany's security in the future, the German government plans to release a total of EUR 100 billion for the German armed forces in 2022 via a special fund for investments and defense projects. In addition, at least 2% of gross domestic product is to flow into defense each year with immediate effect. This news is tantamount to reassessment for the Rheinmetall defense group, which already posted record results in 2021.
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Kommentar von Stefan Feulner vom 23.02.2022 | 06:00
Plug Power - The pioneer gets into position
In around 20 years, industry, mobility, electricity and heat generation are to be completely climate-neutral, and fossil fuels such as oil, gas and coal are increasingly being replaced by renewable energies. In addition to wind and solar energy, policymakers are increasingly focusing on hydrogen as a source of energy. According to a study, experts such as the Hydrogen Council estimate that the invisible, odorless and non-toxic gas will have a market volume of USD 2.5 trillion by 2050. As a pioneer and leading manufacturer of fuel cells, NASDAQ-listed Plug Power aims to profit by building a comprehensive green hydrogen ecosystem that spans production, storage, delivery and power generation. The projections issued by management through 2025 sound euphoric. Yet some questions remain.
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Kommentar von Stefan Feulner vom 01.02.2022 | 05:24
Stock news: First Hydrogen - Expansion in the hydrogen sector
The market correction for stocks related to electromobility, hydrogen and fuel cell technology continued to gain momentum in recent weeks. However, First Hydrogen (ISIN:CA32057N1042) was able to escape this. Since the publication of our initial report at the end of December '21, the share price has increased by around 63%. In addition to the positive share price performance, the Company has also shone on a fundamental level. For example, First Hydrogen is making good progress with the market launch of hydrogen filling stations. In addition, the quality of the management staff was significantly increased in order to achieve the targets.
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Kommentar von Stefan Feulner vom 26.01.2022 | 06:01
Aspermont - Impressive turnaround story
Digitalization is one of the most important social and economic developments of our time. Companies face the challenge of rethinking business operations and processes with the help of existing digital technologies, such as the Internet of Things, blockchain or artificial intelligence, and in some cases implementing radically new processes. While many projects fail, the transition from the analog industrial age to knowledge and creativity shaped by digital technologies and digital innovations offers opportunities to establish new, highly scalable business models. In 2015, the former publishing house Aspermont started its digital transformation by building a unique platform technology. This transformation was completed last year. Since then, the expansion phase has been gaining momentum. The opportunities for the Australian company are enormous but have hardly been noticed by the market yet.
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Kommentar von Stefan Feulner vom 18.01.2022 | 17:10
Stock news: Wallstreet:Online delivers
wallstreet:online AG has presented an interim report for the past year. It clearly shows what already became clear in the Report 2021 a discrepancy in the company valuation compared to the peer group. The number of securities accounts and the assets under management could now be more than doubled compared to the previous year. According to the data, the company is the largest neobroker operator in Germany, with EUR 8.8 billion in assets under custody.
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Kommentar von Stefan Feulner vom 27.12.2021 | 05:02
First Hydrogen - In the fast lane with hydrogen
Achieving the energy transition is at the top of the political agenda, at least in Germany. One of the biggest challenges here is to achieve climate neutrality in the transport sector by 2045. After all, according to the Federal Environment Agency, the sector is responsible for around 20% of total greenhouse gas emissions. In contrast to the energy sector or industry, CO2 emissions have even increased since 1990 despite the development of more efficient vehicles. Therefore, significant changes are needed to reverse emissions growth and meet new mandates while meeting the increasing demand for mobility and freight. In the passenger vehicle sector, both the automotive industry and policymakers are focusing on battery technology. In contrast, hydrogen fuel cell technology offers clear advantages over electric propulsion for commercial vehicles, which are responsible for about 35% of transportation emissions. First Hydrogen aims to become the leading designer and manufacturer of zero-emission, long-range hydrogen-powered vehicles in the UK, EU and North America. The conditions for this are favorable. That is why we are taking a closer look at this exciting market.
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