The second industrial revolution is to begin in an area at the northern end of thyssenkrupp's steel mill in Duisburg. Where steel slabs are currently stored, one of the world's most advanced green steel production plants will go into operation in around three years. Green because hydrogen will be used in production instead of dirty coal. At least, that is how thyssenkrupp Steel envisions it. A lot is currently being done within the Group to give the historic business units a modern face. Will good old thyssenkrupp AG now become a Greentech company?
The J.P. Morgan Healthcare Conference, January 9 - 12, 2023, in San Francisco, is the largest and most informative healthcare investment conference, bringing together leaders in the industry. Emerging, fast-growing companies, innovative technology developers and investment community members also find a home here. Bayer Pharma Division Head and Board Member Stefan Oelrich is making investors' hearts beat faster with blockbuster-level new drug announcements and sales estimates. Four new drugs could generate sales of more than EUR 12 billion at peak times. Consumer Health also grew strongly on the back of increased self-medication. Can these two divisions pull Monsanto's beleaguered Crop Science division along? Early investors would like to see a change in leadership and are looking to split up the group to guarantee shareholder value.
The start of the new year could not be better for shareholders of the Heidelberg-based portfolio company Altech Advanced Materials. Gains of over 50% are on the price list for the first few days. The share price rally is not surprising, however, as the Company is in tune with the spirit of the times with two innovations in the field of battery technology that could herald a new era in the electromobility sector. The next step towards commercialization is now to be taken with the construction and commissioning of a pilot plant.
Nuclear energy is experiencing a renaissance. With a growing focus on electrification and decarbonization, the world has begun transitioning to clean energy to meet established climate neutrality goals. Alongside the expansion of renewables, nuclear power is becoming an integral part of the global energy mix. Thus, the largest industrialized nations, with the exception of Germany, are relying on nuclear power, attributing to it a key role in achieving the targets. However, due to the Ukraine conflict and possible sanctions against Russia, growing demand has been met with limited supply. The US alone obtains nearly 50% of the uranium it needs from state-owned companies in Russia, Uzbekistan and Kazakhstan. The US government responded with billion-dollar programs to support domestic uranium producers. This benefits the exploration company Oberon Uranium, which is promisingly positioned for a rising market with two projects.
The move away from fossil fuels has been decided. The transformation of the traffic and transport sector is underway and is being subsidized by governments worldwide with programmes worth billions. The key to achieving climate goals lies, among other things, in the switch to green hydrogen as an energy carrier. Here, the newcomer First Hydrogen has clearly positioned itself with its "Hydrogen-as-a-Service" model. It wants to cover the entire value chain in the future with the construction of emission-free vehicles and the production and distribution of green hydrogen. With a market capitalization of CAD 233.41 million, the Canadians still have significant upside potential compared to their peer group, despite an outperformance in the current stock market year.
Uncertainties and delays with regard to the further development of the "Smartbroker 2.0" project were the reasons for the crash of the Smartbroker Holding AG share in recent weeks. Thus, the Company lost more than half of its stock market value since the beginning of August. With the announcement of a long-term partnership and a change in strategy, nothing now stands in the way of a successful launch of the Next Generation Broker, which is planned for mid-2023.
The economic challenges for successful business development could hardly be more challenging than now. First, there was the Corona pandemic, then blown-up supply chains and now steadily rising inflation. Few companies are managing to emerge stronger from the crisis. One of the exceptions is Australian mediatech company Aspermont, which reported high double-digit growth in both revenue and profitability for the fiscal year, demonstrating the resilience of its business model. In the current financial year, the leading media service provider for the global raw materials industry intends to keep growth high and ignite the next stage with investments from organic cash flow.
The energy turnaround requires billions of euros of investment from the public and private sectors to achieve climate neutrality in the medium term. An important factor here is unrestricted access to important raw materials, the scarcity of which has become extremely acute as a result of the Corona pandemic and geopolitical conflicts. Parallel escalating inflation is making the procurement and production of key high-tech goods much more expensive. The ongoing price hike and increasing trade conflicts could even lead Western industries into a prolonged recession. Globex Mining has recognized the challenges and has been securing key properties for many years, primarily in North America, whose jurisdictions allow for the safe location of mining industries. The investment approach of mining legend Jack Stoch (CEO) is unique in the industry.
Delays and restrictions due to the Corona pandemic delayed the global roll-out of dynaCERT's patented HydraGEN technology for reducing CO2 emissions. However, the Company used this idle time to set up global sales in addition to refining the technology. In addition, dynaCERT is nearing completion on Verra's Verified Carbon Standard program, the most widely used greenhouse gas crediting program in the world. This will provide customers with a closed ecosystem, which should lead to high economies of scale. Now, company leader Jim Payne surprised with an innovative move.
The oil market has shown strong distortions since the Russian invasion of Ukraine. If you look at the global economic situation, you would inevitably expect the demand for oil to fall. However, due to the sanctions imposed by the Western industrialized nations on the aggressor Russia, other supply routes for the black gold have become established. Europe in particular is severely undersupplied, leading to extreme prices in the industrial and private sectors. If there are any profiteers at all from the current geopolitical situation, it is the oil and gas producers from North America, because they can run their pumps at full throttle and sell at good market prices. It is therefore worth looking again to Saskatchewan.