Maydorns Meinung: Uniper, Zoom Video, Tesla, BYD, SunPower, SolarEdge, Encavis, Freyr, Plug Power

Hello and welcome to a new edition of Maidon's review, good to have you back Alfred, good, we are in the middle of Black Week and THE AKTIONÄR also has a Black Friday offer that has been running all week, so which since yesterday you can also, let's take a look at what code you can do with it and of course there is, so it's easy for stock exchange magazines for shareholders, but also for all stock exchange services values, also for yours exactly and there are even if you are a subscriber. now put on a hoodie, there are things 20% off all subscription periods, but there is also a new study richer in storage, these are three energy stocks that have 500% potential.

It seems like a lot, it is not designed for 12 months, but for three years they have all been stocks in the area Battery technology Battery storage Raw materials very interesting and yes, I think it is a good offer. I would like to study my report and save 20% more. It is not possible in total 500 or each one not. no no, each individual 500%, that would be a 6x increase, well I would be excited, so whoever subscribes now will receive this special study and save 20 percent with the code black 22 values ​​that we brought with us today. We are starting with unipie but we haven't looked at it in a while, the stock was half dead so to speak, but now it has shown a sign of life again, but that's pretty good, we were now below three euros. we come back at 8 o'clock, so more than 8 times last time.

I think in 87 the stock price more than doubled. Why is this a good question? There is actually no solid reason for it, but it is just the fact that traders have discovered Uniper for themselves. and now they are raising the quota to new heights every day. The game can continue like this all day, so I wouldn't be surprised if today or tomorrow it will be at 10 or even twelve. You just have to look at sometime what J

uniper

is really worth and that's a completely different price. So it is known that the federal government will have 98% of the shares if the capital is so large.

It will probably arrive at the end of the year or the beginning of next year and the federal government will pay 70 euros for the shares, so that is an indication and in fact I see the holiday value even lower because Judith is actually worth nothing and it will be this year. The brand limit is now 3 billion euros. at losses, so in reality the patient is dead and is still being given artificial life, but of course traders are not interested in speculating, that is what they obviously do and you can speculate if necessary. Just see that you can then gain the jump because as I said, the height of the drop increases the more the price goes up and we will almost certainly see prices entering this region next year.

It's also pretty cool that most stocks are traded in commercial money, which means that the big investors, the institutional ones, have been out for a long time, now it's a game with the speculators and yes, they can let off some steam in the Corona period, they vent with the next action or just one of them. Big winner Zoom Video Since then the air has gone away since the pandemic is no longer present, yesterday there were also quarterly figures, it seems that it is quite good or very bad, or rather, the price has lost a lot in the last year, already this year it kept falling and since then there has been no real recovery until now and I just changed my language about having this huge turnover during the pandemic, although they are done, they are still growing, maybe it is good news, um, the turnover in the Q3 grew 5% but of course that's no longer what you were used to since Zoom.

A growth of 1200%. It's still growing at 5% now, but from a much higher base. What are the numbers after they got tougher yesterday? They were really good, even above expectations, but they dampened the outlook for the fourth a bit. quarter and yes, the stock lost value after hours and to me, I think that's the biggest problem with Zoom. It's exciting what they're doing because now they're focusing more on commercial and corporate clients who are switching their entire phone system to Zoom. faster at 20%, but the big problem is that you have a competitor that is not exactly small, it starts with m and ends with soft and that of course is a problem.

Having Microsoft as competition is very unpleasant, especially since we also use Microsoft. Yes, I think or I think I know, I know the teams internally and so on, of course it's difficult to counter that. So it's actually an interesting stock, but even now at this level I still think it's quite expensive because the P/E ratio E of 20 with 5% growth is still a little high, so these values ​​​​at five or six times sales are still there. There is now little chance of the price reaching these old highs again. "But even a sustainable recovery is very difficult, but you can hear a little about it.

Maybe you can put yourself on the watch list, so stay tuned, but in the future, the timing is still too early, certainly then we will do it." have the reverse gear on Tesla where the value is still active Elon Muskat has gone from being a collar for many years to a risk for Tesla or yes that has always been the case that's not really new it is but it is He smoked worse during the radio interview, so he has already done a lot of strange, particularly difficult things, in fact, okay, I agree with you because this Twitter story of course takes a long time if you follow him on Twitter, it is It's just Twitter, they will do it.

Daily user statistics are downloaded, so it takes a long time, but I have already said it here, at this point Tesla no longer needs this intensive support, it is not healthy, the money reserves are filled to the brim with more than 20 thousand million cash and now maybe a little bit. The hope that I at least have, first of all you have to see that the stock has now lost almost exactly 60% from its high, um, we have put a little graph, exactly 60%, that has happened before. and that's what's on the charts, the next one we'll do. We'll get to that in a moment, but the biggest corrections that testers have had since the stock market in 2010 were always around 30%, then there was 40% and 50% in 2017 19 and then this Corona, the Corona Crash, fell 60% in 28 days and now we are almost at 60% again, even if this correction, of course, has been going on for more than a year now, but 60% is a magnitude of that, yes, where it is enough, especially and now we can show the graph and that's really interesting, so that's interesting too.

I only have interesting graphics exactly, but that's exciting, now red is the kiss, white is the price. or Tesla since the beginning of 2021 you can see this strong entry at the end of the year and this year the share price is actually almost only down. Now we have landed on the start of two years. The red ones are The profit forecasts for 2023 have increased considerably at this time. All this continues to happen in parallel and since the middle of the year yesterday's price has been falling. Earnings forecasts are going up, which is quite surprising. Since the beginning of the year, the share price has almost exactly halved and is up more than 50% and this gap is already very large, which means that it is really, I would say, almost extremely cheap.

The P/E ratio for next year. is around 30 and that for the next year it is 24 and that with a growth of 40 50%, that is really cheap and clearly now you can argue against it, what many are doing now, the graph looks catastrophic, now they have fallen below the low they are at their two year low and support is only available again in the 120 area. Things are looking bad, but fundamentally for me it is a very clear buy. We've seen the latest rally in many other tech stocks in recent years. Some weeks and months have been very good, November has had a good start for some, Tesla has completely separated from it, that was different than after the Corona Crash, everyone has returned, that's actually that's the story with their mask and Twitter something actually was not well received and of course then the whole mood changed completely because then you want more again, the sellers jumped on the stock and of course they were successful, which attracted new sellers again and now the whole mood has completely changed.

It has changed, but that's all. It is well known that this mood swing can change again quickly and as I said, the fundamentals now certainly speak to a rise in prices and then a return to the elevated cash balance of over $20 billion. It can also happen any time Tester announces a share buyback program. Of course, this low price would make sense because this 20 billion is necessary, so your cash flow occurs regularly and you can also finance your running costs with additional investments from the cash and In fact, I have the 20 billion to maybe buy and then we will see.

There will be news for us in the coming weeks and months and we have already talked about that, there is only good news, but the action just does not. Doesn't react hardly doesn't react yeah um there's something that's not there at all why there's really nothing new to say about it, bad news, there was a fire in a factory building, but unfortunately it was manufactured there, so Now the automatic function was not affected, it was removed quickly, no drama, otherwise no more negative news other than But it is also not new that Chinese stocks continue to be avoided.

There was always hope that the Corvette would loosen the restrictions here, that's now off the table, but it can still come back at any time, but I think with all the risks we're taking, maybe besides Tesla, this will also be an issue that testers are now falling too. which of course also has an impact on all other electric car manufacturers, so the environment is still negative, but the core business is still operationally very positive and what I will implement soon also applies here and I hope that the key figures are key figures that are still extremely good, the next figures will be available at the beginning of the month and nothing bad is expected either, so yes, the price trend now we also have to see it here too.

Maybe we can't drop below this €20, that remains to be seen. We will continue to follow it and we hope that soon good news will come to the table that I have already looked at, now talking about solar energy, there were actually good reports that I would like. to further promote the expansion of green electricity, as several plans have been considered, of course they are still in the plans, but in the end that will probably come from Power and Co. is a company and also an American installer, but there are Is this huge 30% tax reduction what it saves you too?

When you buy a solar system, they are deducted directly from the tax, so of course, as I said, there is not so much in Europe now, but ultimately the mood for the entire sector is still very good and, well, the year What is coming will also be in Germany. VAT will be eliminated, which will mean another new boom and I was already wondering, it seems to be going well. Little has happened for a long time. then there was this spike at the end of the summer that then sold out again. I was wondering what was going on there.

There was really no reason for it, but now most solar stocks are going up again and I think that's just the beginning because I've said it before, if the International Energy Agency expects the number of installations quadruples every year until 2030, then all the companies that only follow the market will multiply this and of course the prospects for the industry there are extremely good, according to the numbers, there has been a strong entry, we see these spikes here again and again. again, which also sell quickly again, so to speak, very, very interesting. You can also see the 200 days coming from below, which means that before there was a really dynamic increase, but since two years the stock price is moving sideways with little fluctuation, even though sales increased enormously during that time.

The only thing that has gone back is the margins and that is perhaps a bit of a problem that we have to work on and now we have had to fight with these higher purchasing costs. SMA Solar suffered more than Solar EDGE but also Solid, but the good news is that the increased costs can be passed on to consumers without any problems. , the demand is so great that even a price increase does not discourage anyone. For example, I am currently in the process of buying a solar system again and in 2018 I paid €7,000 for the tester

power

wall, which now costs €10,000, which is more than 40% more in 4 years, so these high prices are they can enforce and thingsthey are going up again with Martin and yes you can see how quickly this can happen, we were at 200 just two weeks ago, now we are at 350% times That's pretty clear now of course it can't go on like this but at some point I am facing this huge resistance 360 ​​370 that will be eliminated, maybe not this year but next year. in Charis, so that's the last thing you need to focus on again a little bit sideways after there was a setback, you recovered a little bit again, but now you can calm down a little bit like yeah, the calmness can end quickly, but I think now it is more of an upward trend.

We had this little rebound. According to the numbers, which were very good, they put 30 million euros on hold for security reasons due to this brake on the price of electricity, which at first was not so well received, so it went down again immediately, but now they have their opinion again in another Report, they say, as I said, minus this or if this payment and this address are not taken into account, the number is extremely good in many cases yesterday or better now, the DZ BANK confirmed again that it costs 24 euros, I think is a bit low, 24 times the price at that time.

Another report is 35 euros and that is also the price if a kavis were purchased, which is still possible, so I think it is very likely that that is the price that the buyer would have to pay in relation to the acquisitions found in this city. So far there is a lot of room for improvement lately and I think it is really a bargain price under €20, a very profitable company in the solar sector, including wind turbines, has a cable, it is also an exciting story and a very good opportunity and here you can also see how quickly this can happen. deeply here for another year and then things improved in several ways and maybe we will have the next one soon.

Do you think this acquisition story could happen in the next month or two? becomes sharp or has to be interesting, so a card is presented. We have created a solar fund together with a larger bank that is expected to have more than a billion coming in, so the interest from investors and also energy providers is incredibly high, so with a cable it is a very good acquisition target if so. The case in the near future Of course, that would benefit your deposit at Depotchem because Wildcard actually happened on January 27th because at the end of the 26th, I think Thursday at 7 p.m. there will be the next edition and then there will definitely be free batteries. discussed again and the value is still in your escrow.

We recently saw the replay again but it sold out quickly again, yes that was the recovery was also supported by very good news, this announcement of the American gigafactory that Freiheit will build together with Koch. the property had already been bought so there was the rumor of KKR The financial investor invested 500 million that has not been confirmed or not everyone can come at any time, by the way, take a look at the US factory, this is how should look like when it was finished in the Georgian Bundestag, so a huge number, the second big factory which is actually even bigger than the first and not the last, actually wants to increase production capacity to 200 gigawatts for 2030, which now has 34 gigabytes of hours here and 29 in Norway, so you're on the right track.

If all goes well, the stock will of course also be in an environment where this bullish trend can continue. I'll put it this way: I've always been asked where I would be freer if we had been in a good stock market for the last few months and then the stock would probably already be there at $25 $30 now we're only at 13 but what's not yet Being again or still pessimistic about lithium prices or yes, but it is actually better for free time, you can buy it cheaper, but L prices will not go down and Feuer copes quite well with these high prices, still We have it at Platt.

Paul also compares even more freely and connects, but first connects here on the two-year graph, there's not that much anymore, no, I have my extra long graph. I brought up the longer charts today so you can see where all the stocks are coming from and yeah, at $70, silver at $15 and that's pretty interesting, this hydrogen, a lot of air has been let out, then they tried over and over again to build a new speculation scenario, but it never worked, it was sold again and again and here even new lows. Again and again, this increase was when in the editorial perhaps already in the USA it was announced that 200 70 billion dollars should go to renewable energy, yes, the action reacted, but this increase was also sold completely, although there are no new ones yet, but the problem is that everyone has hydrogen values, the time has come to deliver and Black Power just presented figures two weeks ago that were well below expectations in both sales terms as weaker than expected sales, only 30% growth and losses significantly higher than expected.

It was expected and the head of black

power

goes on to say that it is half as wild but our forecasts are confirmed and many stocks or many companies have been doing this for a long time but at some point it just stops working, at some point you also have to fulfill sometimes you can no longer say I will do it next year what he failed to do, that is now, above all, to demonstrate that this euphoria for hydrogen that simply does not exist in reality and yes, that is what is shown in the course of the process As I said, now compare the two values, it's probably no longer a surprise, it's better, but it's better in black and white or yes, but it's a very exciting day.

I am also glad that It turned out very beautiful at the beginning, both almost exactly parallel and then, starting in September, the energy completely abandoned this increase after the Law of Area Reduction and before the Battle, it maintained a high level that was applies to many hydrogen growths for many battery stocks. Battery stocks remain. Hydrogen stocks are down again and that's simply because the battery market is there, it's working, it's a billion dollar market. So now it's still a billion market. In a few years it will be a billion market that is expanding and growing in Across the board, both batteries for Heimsheim solar storage systems and large battery packs for large solar wind farms, that works, sales They are growing rapidly and we will see little happening with hydrogen, so that's it.

It actually reflects reality and this trend will continue in From my point of view, I suppose, but suppose we can briefly show again the special study that the fire battery now has none of these three values, that would not be surprising, perhaps yes, maybe yes, maybe you can say, but this study here has three reserves of energy maybe. one of them is freer, but even if there are two more batteries, in principle two, one of the two battery stocks is responsible for the raw materials. You might read it on Black Friday, we've pointed that out, so if you want to save this week you can. still use this code earn money at the same time both portions on Thursday at 7 p.m.

See you there again, thank you very much