Aktien... * Diversifikation... * Diskussion... * Für Alle zum mitmachen ! :-)

Dieser Thread soll eine Sammlung verschiedener Werte sein, bei der ausdrücklich jeder Willkommen ist daran mitzuwirken und diese zu diskutieren. Also wenn Ihr eine Aktie seht, oder weitere kennt die gut sein könnten, bitte schreibt es hier rein. Das Forum und dieser Thread soll davon leben dass ihr hier postet und mitmacht.

Wir sehen momentan dass die Inflation auf breiter Front eben nicht "transitory" ist. Auch Aufgrund von Verknappung (ob real oder künstlich herbeigeführt) schlägt sich dies in "Teuerung" quasi aller Rohstoffe nieder.

Wie ich bereits in "Popeyes Corner" und im "Minehunter Depot" geschrieben habe, halte ich daher eine breite Diversifikation für wichtig und sinnvoll. Auch die (Klima)Politik muss man hier im Auge behalten (Stichwort Umwelt/CO2-Technologie usw.)

Popeye hat mit seiner Art der Präsentation hier wenig Zustimmung gefunden, aber ich bin nach wie vor überzeugt, dass er mit seinen Werten und seiner Herangehensweise auf dem richtigen Weg ist.

Ich habe mir daher alle Aktien aus "Popeyes Corner" angesehen und mal hier für euch aufgelistet ohne gleich 65 Seiten zu füllen.

Trotzdem, es ist viel... sehr viel Zeug + Aber das ist gut so +

Es lohnt sich definitiv einen Blick darauf zu werfen weil es soweit ich das beurteilen kann sehr gute Projekte/Firmen sind.

Dies soll ein Platz sein wo verschiedene Aktien und Strategien vorgeschlagen und diskutiert werden. Jetzt seid ihr dran eigene Werte, Ideen und Gedanken einzubringen. Würde mich freuen was von euch zu hören.

Also haut in die Tasten und wie immer Viel Glück und Erfolg!

Beste Grüße
Minehunter

So, hier gehts los... erstmal Alphabetisch nach Name:

Von den Schwarz hinterlegten halte ich selbst ein paar.

Also haut rein und macht was draus

Beste Grüße
Minehunter

Zitat von Pesche10

eine Riesige Liste….
Wenn ich mal die Minen aussenvor lasse, finde ich Clinuvel sehr spannend, die sind Schuldenfrei, sind und werden weiter stark wachsen.

clinuvel.com/

Hi Pesche,
"Riesig" ist gut und mehr ist in diesem Fall besser
Sind ja nur ein paar Sachen von Popeye, hab noch viel mehr auf diversen watchlists.

Clinuvel ist sicher ein stabiles Unternehmen, werd ich mir mal genauer anschauen.
Vielleicht gibts ja nochmal ne günstige Einstiegsgelegenheit.

Glückwunsch allen die hier früh eingestiegen sind (Clinuvel).

Ich persönlich hab es auch eher auf solche Sachen abgesehen bevor sie sich verzwanzigfacht haben

Also ich nehme das immer dankbar auf wenn ich irgendwo "neue" Werte finde die ich in meine Datenbank, bzw. hier Portfolio Performance aufnehmen kann. Je mehr, desto besser. So gibt es mehr Auswahl und dann kann man immer weiter eingrenzen.

Wo findest du sonst was interessantes wenn nicht in solchen "Listen"?
Was hätte ich früher dafür gegeben um an solche Informationen zu kommen .

Meine Top 5-10 sind sicher in meinem Portfolio zu finden, sonst hätte ich sie ja nicht...

Das sind momentan auf jeden Fall Uran, Kupfer, Technologie, Batteriemetalle wie Nickel...

Hab schon länger kein Update meines Depots hier geteilt... weiß auch nicht ob ich das noch so wie bisher machen werde...

Was auf jeden Fall sehr Interessant ist und ich welche von halte ist zum Besipiel Goldspot Discoveries und Windfall Geotek, davon gibt es ja eigene threads hier.

Schreibe dazu später evtl noch mehr...

kurze Vorstellung eines Brennstoffzellen-Herstellers der nach IPO im Februar stark zurückgekommen ist und sich nun nach ersten Insider-buys zu 4,85 CAD auf einem sehr interessanten Niveau befindet.

Loop Energy Inc. (LPEN.TO)

Loop Energy Inc. (LPEN.TO) https://loopenergy.com/
Loop Energy Firmenpräsentation PDF
Link zu CEO.CA https://ceo.ca/lpen

Kurzvorstellung Loop Energy 04:44 min

Loop Energy at Hydrogen Americas Summit 2021 18:10 min

Loop Energy (LPEN) CEO Ben Nyland Pitch, Interview, Discussion, Deep Dive & Q&A 1:00:43 h

Cummins (Dieselmotoren) hält 20% der Firma. Loop Energy hat Forschung, Entwicklung und Produktionsstandorte in Kanada und China. Fokus sind Brennstoffzellenanwendungen im kommerziellen Bereich Busse, Züge, Bagger usw.

Reine E-mobilität wird sich in vielen Bereichen nicht durchsetzen, da die Ladezeiten zu lang und die Nutzlast aufgrund des Batteriegewichts zu niedrig ist. Gerade im Bus und LKW-Bereich besteht hier ein großes Potenzial. Im Prinzip kann fast überall wo heutzutage ein Dieselmotor eingesetzt wird, dieser durch Brennstoffzellen ersetzt werden (wegen Greta, Great Reset und Co. )

Loop Energy hat unter anderen Kunden bereits eine Busflotte in China im Einsatz.

Bin jetzt mit einer kleinen Position dabei weil ich nach Durchsicht der Präsentation und der Videos hier großes Potenzial sehe.

Könnt ja gerne mal schreiben was ihr von Loop Energy haltet...

Grüße
Minehunter

@Magellan, wenn du dich im Brennstoffzellensektor etwas auskennst, dann schau dir doch wenigstens mal das erste Video (4:45 min) an. Meinetwegen nur die eine Minute von 1:00 bis 2:00.

Da werden verschiedene Vorteile der Loop-eFlow-Technologie angeführt.
z.B.: 16% besserer Kraftstoffverbrauch,
geringere Abnutzung,
90% mehr Power bei gleicher Größe...

Die anderen Videos sind auch interessant. Ich hab zwar nicht besonders viel Ahnung von der Technologie, aber mich hat es überzeugt und der Kurs und die anstehenden News geben dem recht.

Vielleicht schaust es dir mal kurz an. Wäre schön weitere Meinungen darüber zu hören.

Grüße
Minehunter

Loop Reports Increase in Product Backlog to $45 million, YTD Revenues More Than Triple Versus 2020

• Q3 YTD revenue more than triples to $1.3 million compared with the same period in 2020
• Nanjing bus fleet hits close to 200,000 kilometres of accumulated on-road service
• 8 customers now in Loop’s 1-10-100 sales process.

VANCOUVER, BRITISH COLUMBIA – November 10, 2021 – Loop Energy (TSX: LPEN) today announced consolidated financial results for the third quarter ending September 30, 2021. All amounts are in CAD dollars unless otherwise noted and have been prepared in accordance with International Financial Reporting Standards (IFRS).
[Blockierte Grafik: https://loopenergy.com/wp-content/uploads/Q3-2021-Earnings-SM.png-1024x537.png]
“During Q3 2021, Loop Energy continued to progress towards our commercial goals for 2021,” said Ben Nyland, President and CEO, Loop Energy. “The fleet deployment with Skywell has accumulated close to 200,000 in-service kilometres. We continue to see strong growth in Europe and we are building momentum in Korea. Customer feedback about the performance of our products relative to our competitors gives us confidence that our market focus on commercial vehicles is establishing a strong foundation for growth over the coming years.”
Three and nine months ended September 30, 2021 Financial Results Highlights

• Year to date revenues of $1.3 million as compared to $0.4 million for the same period in 2020.
• Net loss for the third quarter of 2021 was $6.6 million as compared to a net loss of $2.4 million for the same period in 2020 due to increased research and product development costs as well as higher general and administrative costs.

Q3 2021 Business Highlights

• The Company has continued to build out its senior management team and Board of Directors. On November 9, 2021, the Company announced the appointment of Damian Towns as Chief Financial Officer, replacing Darren Ready. Mr. Towns brings over 25 years of experience in progressive and rapid-growth companies, spending 15 years leading organizations at the executive level. He joins Loop Energy from Photon Control, a Richmond, BC-based optical sensors supplier to the world’s largest semi-conductor OEMs. As the Chief Financial Officer and Corporate Secretary, Mr. Towns guided Photon’s exponential growth and maximized shareholder revenue through its recent acquisition. He brings deep expertise and technical knowledge in corporate finance, financial planning, accounting, governance, and investor relations. Mr. Towns will start November 15, providing a two-week overlap with Mr. Ready for a smooth transition.
• During the quarter, Wendy Bach also joined the executive team as General Counsel and Corporate Secretary, and Peter Johansson joined Loop Energy’s Board of Directors. Ms. Bach brings over 19 years of experience from Methanex Corporation (MX-T; MEOH), where she held various legal and executive roles. Ms. Bach will support the development of corporate strategies and the execution of key commercialization goals and objectives. As a member of the Board of Directors, Mr. Johansson’s 35 year career spans across the aerospace, automotive and industrial sectors. Previously the EVP, Strategy, Business Development and Marketing at Accudyne Industries, Mr. Johansson was responsible for the formulation and execution of growth, business development and M&A strategies.
• Loop now has 8 customers in its 1-10-100 sales process and is on track to achieve the 2021 target of having 10 customers actively engaged in this process.
• Loop continued to expand its offerings through an agreement with Técnicas Reunidas to provide convenient and cost-effective hydrogen-based solutions in key vertical markets. Several of these key vertical markets include transport agencies, truck, transit, coach bus service fleets, drayage, stationary power, and other applications.
• Loop announced the placement of its first order from NGVI for hydrogen fuel systems in transit and coach bus applications in Korea.
• Loop announced its collaboration with Hydrogen in Motion (H2M) to convert a southern railway of British Columbia-owned and operated diesel-electric switcher locomotive to hydrogen-electric. This project signifies Loop’s entry to the rail transport industry.
• Loop announced a partnership with METTEM-M Ltd. to provide hydrogen electric powertrain solutions to commercial vehicle OEMS across Russia, the Commonwealth of Independent States, and Greater Europe. Applications include transit buses, logistics vehicles and rail transport.
• Loop shipped its first shipment of fuel cell systems to Mobility & Innovation (M&I). Under the agreement, Loop is expected to provide over $1.9 million USD in fuel cell shipments to M&I over the next two and half years.

2021 Outlook and Investment

• With the successful completion of Loop Energy’s $100 million IPO, the Company has initiated all the major purchases related to the capital equipment deployment in 2021. Additionally, we have built up our human resource capabilities, which has led to strong success in our recruitment program. Loop started 2021 with just over 41 employees and closed Q3 with 67 employees, a 63% growth since IPO. Our new VP Human Resources, Lisa Beck, is leading this initiative.
• The Company’s inbound business development queries have greatly increased to broaden its customer base in core mobility markets. Continued momentum in the European market resulted in growth of the Company’s 24-month product backlog to over $45 million. Product backlog is a non-IFRS financial measure. Please see the section entitled “Non-IFRS Measures” below for more information on product backlog.
• Loop’s engineering team is continuing with the design of its next-generation 120 kW single row stack for use in the 250 kW Class 8 and heavy-duty truck markets. The initial stack design and testing is planned to be completed by the end of 2021, with the 120 kW fuel cell module expected to be available for customers in 2022.
• As planned, the Loop Shanghai facility is on track to be operational by the end of 2021 and fully commissioned for production to be capable of supplying the Chinese market by the end of Q1 2022.

About Loop Energy Inc.
Loop Energy is a designer and manufacturer of hydrogen fuel cell systems targeted for the electrification of commercial vehicles, including, light commercial vehicles, transit buses and medium and heavy-duty trucks. Loop’s products feature the Company’s proprietary eFlow™ technology in the fuel cell stack’s bipolar plates. eFlow™ is designed to enable commercial customers to achieve performance maximization and cost minimization. Loop works with OEMs and major vehicle sub-system suppliers to enable the production of fuel cell electric vehicles. For more information about how Loop is driving towards a zero-emissions future, visit www.loopenergy.com.

Hier jetzt die im im "Uran - Märkte und Informationen Thread" bereits hier angekündigte News-Release von Hudson Minerals:

HUDSON TO ADVANCE SARFARTOQ RARE EARTH ELEMENT PROJECT AFTER NEW URANIUM LEGISLATION PASSED IN GREENLAND

November 15, 2021
NR2021-07
Vancouver, BC – HUDSON RESOURCES INC. (“Hudson” or the “Company”) (TSX Venture Exchange “HUD”; OTC “HUDRF”) is pleased to announce that based on new mining legislation passed on November 8^th by the Greenland Government, it will focus efforts on advancing its 100% owned Sarfartoq rare earth element (REE) project.
The new legislation, which was passed by a narrow majority, bans the development of mineral projects with a uranium content greater than 100 parts per million (“ppm”). The ban does not apply to prospecting, exploration and exploitation directed at non-uranium resources if the average uranium content is less than 100 ppm. This is good news for the Company’s advanced ST1 Sarfartoq REE project which contains low levels of uranium (10ppm) and high levels of REE’s neodymium oxide (Nd₂O₃) and praseodymium oxide (Pr₆O₁₁), which are the key elements needed for permanent magnets used in wind turbines and the motors in electric and hybrid vehicles.
Hudson’s Sarfartoq ST1 REE project highlights include:

• 27M kg of neodymium oxide and 8M kg of praseodymium oxide defined as indicated and inferred resources
• 31,000 meters drilled to date with numerous high-grade sections including 14 meters of 4.8% TREO (diamond drill hole SAR11-45) and 6 meters of 6.05% TREO (diamond drill hole SAR12-03)
• A Preliminary Economic Assessment (“PEA”) completed by Tetra Tech in 2011 (see NR2011-15) which outlined the following:
  
  
  • 31.2% internal rate of return (IRR)
  • 2.7 year payback on US$ 343 million initial capital
  • US$ 616 million net present value (NPV₁₀) at a 10% discount rate, pre-tax
  • 21-year life of mine
  • Nd and Pr oxide price assumptions of US$88.30/kg and US$76.90/kg, respectively (FOB three-year average – Metal Pages, October 2011)
• Neodymium and Praseodymium oxides currently selling at US$154.40/kg each (Kitco Strategic Metals pricing November 12, 2021)
• Project is located near tidewater and close to the Hudson built White Mountain anorthosite mine

Jim Cambon, President commented “We are very excited about the future of the Sarfartoq REE project and the ability to be part of the critical metal supply chain into Europe and the Americas. We believe there is an excellent opportunity to build on and improve our 2011 PEA to outline a very robust project given the current strong REE pricing based on fundamental supply and demand. We will provide updates on an ongoing basis.”
The global neodymium market is forecast to grow at CAGR (“compound annual growth rate”) of 5.4% to US $3.39 billion by 2028 led by automotive (Electric Vehicle), wind energy, and electronics (Research and Markets, November, 2021).
Hudson’s Nukittooq niobium-tantalum project, which hosts some of the highest reported niobium assays in the industry (see NR2020-15), contains uranium values more than 100 ppm and as such the Company is reviewing its options for this project under the new legislation.
The high-grade Nukittooq niobium-tantalum project and the Sarfartoq rare earth element (“REE”) project are both located on the Company’s 100% owned Sarfartoq exploration license located in southwestern Greenland. Hudson also has a 31.1% equity interest in the White Mountain anorthosite mine and rights to acquire 100%. The White Mountain mine is unaffected by the new uranium legislation.
J.R. Goode, P. Eng., is a Qualified Person, as defined by National Instrument 43-101, and reviewed the preparation of the metallurgical and technical information in this press release. Michael Druecker, P.Geo., is a Qualified Person, as defined by National Instrument 43-101, and reviewed the preparation of geological and technical information in this press release.
ON BEHALF OF THE BOARD OF DIRECTORS
“Jim Cambon”
President and Director
For further information:
Ph: 604-628-5002

Sollte jetzt wieder rauf gehen mit Hudson Resources. Bin 30% im Minus, hab aber schon genug davon, sonst würd ich jetzt kaufen

Hi lazy,

freut mich dass dir hudson und loop gefällt. Also bei Hudson hoffe ich mal dass es bald wieder hochgeht, habe da schon zu viele um nochmal zu verbilligen.

Und Loop Energy sieht auch sehr gut aus bis jetzt. Denke die werden sich ihre Marktanteile schon sichern im Bus und LKW-Bereich.

Hab mir gerade das Video mit Doug Casey angeschaut... Großartig wie er sagt dass dieser ganze CO2-Quatsch quasi bullshit ist, aber es jetzt nunmal so läuft und er deswegen fett darin investiert. Absolut richtig und ich sehe das genauso .

Sieht auf den ersten Blick sehr interessant aus diese "Carbon Streaming Corporation".
Hab es gleich auf watchlist gesetzt und schau es mir morgen genauer an .

Vielen Dank für den Tipp, ich befürchte da muss ich irgendwie Kohle locker machen morgen

Zitat von lazybastard

Beide (Hudson und Loop) sehr interessante Tips.

Danke Dir!

Bin bei Loop heute mit einer kleinen Position eingestiegen. In dem Bereich war ich bis jetzt noch nicht investiert.

Hudson hatte ich vor einigen Monaten schon mal auf dem Schirm, als ich noch Greenland Minerals Aktien hatte und bei Recherche erstaunt feststellte, dass es ja schon Minen in Grönland gibt.
Charttechnisch wieder am Corona-Tief von 2020 könnte man hier billig bei 0,07 CAD einsteigen und kurz darunter stoploss setzten. Kann ja eigentlich nur aufwärts gehen, oder
Aber neben dem noch zu erwartendem massiven Kapitalbedarf, ist das politische Risiko inzwischen sehr hoch.
Setze ich erstmal auf die watch list.

Schau dir mal Carbon Streaming an:
https://www.carbonstreaming.com/
Die bauen ein Portfolio von Royalties im Bereich "Carbon Credits" auf.
In dem Bereich wohl ein Vorreiter.

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Hab jetzt anstatt Carbon Streaming doch erstmal die von @Sorgenfrei genannte Zimtu Capital Corp. (ZC.V)
gekauft, da sie echt krass unterbewertet sind und sehr interessante Beteiligungen haben.

Die habe ich bei der Durchsicht von Popeyes Thread irgendwie nicht erfasst .
Danke nochmal Popeye und Sorgenfrei für diesen Fund

Und schaut dazu mal in Sorgenfrei`s Thread "Investmentfirmen mit Edelmetallbezug" ist sehr Interessant!

Grüße
Minehunter

Loop Energy Delivers Against 2021 Objectives Setting the Foundation for A Successful 2022

VANCOUVER, BRITISH COLUMBIA – January 11, 2022 – Loop Energy™ (TSX: LPEN), a developer and manufacturer of hydrogen fuel cell solutions, is pleased to announce it has achieved its business objectives for 2021, which sets the foundation for further growth in 2022. Loop Energy’s milestones for 2021 focused on four pillars: go-to-market strategy, production capacity, product development and cost reduction.

1. Go-to-Market Strategy (GTM Strategy)
[Blockierte Grafik: https://loopenergy.com/wp-content/uploads/Loop-Energy-Customer-Adoption-Cycle-280x300.png]
A key component of Loop’s GTM Strategy is its Customer Adoption Cycle,
which consists of three distinct phases:
Pilot “1” Phase involves the sale of a minimum of one hydrogen fuel cell module or system to an Original Equipment Manufacturer (OEM) who manufactures fuel cell electric vehicle (FCEV) applications such as buses and trucks and sells it to one or more operators. During this phase, the OEM focuses on prototyping and integrating the Loop hydrogen fuel cell into an FCEV application for design, testing and certification.
Scale up “10” Phase involves production scale up and deployment by the customer with a limited number of early adopter FCEV fleet operators.
Full Production “100” Phase involves the rollout of the product offering by the OEM to a wide cross-section of fleet operators.
We are pleased to announce that in December, Loop achieved its 2021 objective to add ten new qualified OEMs who manufacture FCEVs to the Customer Adoption Cycle (CAC). Loop has progressed ten customers to CAC with a total of 10 in the Pilot “1” Phase and advanced one customer (Skywell) to the Scale Up “10” Phase. Skywell’s buses with Loop’s fuel cells have completed over 300,000 kilometres as a part of the 11-vehicle fleet operated by the City of Nanjing, Lishui District, China, while successfully achieving a 96% uptime for the full cell systems, which exceeded our target.
The growth of Loop’s customer portfolio has also seen its geographic footprint expand, with OEMs located in Europe, Asia and North America.

2. Production Capacity
The success of our GTM Strategy has driven the need to grow our production capacity. Therefore, a priority for the past year has been securing and developing a manufacturing facility in China. Substantial progress has been made on our new Shanghai-based facility, which will provide over 35,250 sq ft of dedicated production space. The facility will add geographic diversification in a key market and significantly increase Loop’s production capacity. In addition, Loop expanded its 14,000 sq ft Canadian production facility and leased additional office space for its corporate headquarters in 2021.
Loop is pleased to report that it received Environment Protection Bureau (EPB) approval to manufacture stacks and modules at its Shanghai-based facility and is in the process of outfitting the facility from an equipment perspective. This is expected to be completed and fully operational in H1 2022.

3. Product Development
Loop’s current product portfolio is focused on the medium-duty commercial vehicle space, which enables us to gain rapid traction in a market comprised of existing electrified platforms such as logistics & delivery trucks and buses. Our current fuel cell plate design incorporates our patented eFlow^™ hydrogen fuel cell technology. eFlow^™ is designed to enable commercial customers to achieve performance maximization and cost minimization. We believe that Loop has superior fuel cell systems when compared to those of our competitors for a variety of reasons that are important to our customers, including (a) leading fuel efficiency, (b) higher durability, and (c) increased power capabilities¹. Loop has over 30 patents in its IP portfolio at various stages² to help ensure Loop can continue to benefit from its competitive advantages.
The evolution of our fuel cell stack technology, particularly the bipolar plates incorporated into the stack, is a cornerstone of Loop’s future products, and we believe this is a vital component of our cost reduction strategy. In 2021, Loop significantly advanced the development and testing of its latest technology bipolar plate. We are planning for this next-gen plate and stack technology to be available to customers later in 2022. The new plate is significantly larger, reducing the number of plates required in the stack, and we expect this new design to deliver improved performance for our customers.

4. Cost Reduction
We are focused on driving cost reduction through increasing production scale coupled with vertical integration and improvements in production efficiencies through automation. In 2021, Loop evaluated key elements of its supply chain, successfully identifying multiple opportunities to reduce the overall cost of materials. Planned capital investment will also enable Loop to reduce its manufacturing cost per unit, continuing to drive down product cost.
Setting the Foundation for a Successful 2022
Loop set some aggressive targets in 2021, and we are pleased to be able to report we have delivered against our promises and started to lay the foundation for future successes. 2022 promises to be another landmark year for Loop, and we are excited to share our upcoming catalysts at our February 2022 webinar.
The successes of 2021 put Loop in a strong position to achieve its objectives for the upcoming year. Loop will provide details about the February webinar in the coming weeks to reveal its corporate, product, and sales initiatives for 2022.

About Loop Energy Inc.
Loop Energy is a leading designer and manufacturer of fuel cell systems targeted for the electrification of commercial vehicles, including light commercial vehicles, transit buses and medium and heavy-duty trucks. Loop’s products feature the Company’s proprietary eFlow^™ technology in the fuel cell stack’s bipolar plates. eFlow^™ was designed to enable commercial customers to achieve performance maximization and cost minimization. Loop works with OEMs and major vehicle sub-system suppliers to enable the production of hydrogen fuel cell electric vehicles. For more information about how Loop is driving towards a zero-emissions future, visit www.loopenergy.com.

Aktuell +4,6% in Toronto... sieht ganz gut aus bis jetzt...

Danke @LuckyFriday für die kurze Zusammenfassung des Rick Rule - Interviews

Beste Grüße
Minehunter