Latest news with #Thyssenkrupp
The Sun
02-07-2025
- Business
- The Sun
German government not planning to take stake in TKMS, reports Handelsblatt
DUESSELDORF: The new German government has no plans currently to take a stake in Thyssenkrupp's defence division TKMS, the business daily Handelsblatt reported on Wednesday, citing government sources. According to the report, the chancellery as well as the ministries involved have agreed not to push for state involvement at this time, something Thyssenkrupp's labour leaders have called for. A spokesperson for Thyssenkrupp said the company was engaged in constructive discussions with the government, 'but we do not wish to pre-empt the outcome of these discussions'. Thyssenkrupp has said in the past that government participation was no precondition for any divestment of TKMS and that a planned spin-off of the business - expected to take place by the end of the year - would go ahead regardless. Chairman Siegfried Russwurm said last month that talks about the government participating to safeguard Germany's national interest were unnecessary given that Berlin is either a customer or must approve equipment sales to other countries. Germany's economy and defence ministries did not immediately respond to emailed requests for comment. The government will instead seek a 'security agreement' to ensure that national defence and jobs are not at risk from the spin-off, which would involve regular consultations, Handelsblatt reported. The agreement would also include a right of first refusal for the government if a strategic investor wanted to buy into TKMS, though that is not expected, the paper said. Thyssenkrupp shareholders will vote on the plan to spin off a 49% stake in TKMS at an extraordinary general meeting on August 8. TKMS, which makes submarines and frigates as well as sensor and mine-hunting technology, has been benefiting from a broader surge in defence stocks, boosted by higher military spending in Europe amid fears of dwindling U.S. support.
Yahoo
02-07-2025
- Business
- Yahoo
Weekly Picks: 💸 SUN's Insurance Dividends, NCH2's Hydrogen Exposure, and TSLA's Robotic Inflection Point
Each week our analysts hand pick their favourite Narratives from the community ( ). This week's picks cover: 💸 Why Suncorp's insurance-only pivot gives it room to grow revenues 📈 Why Thyssenkrupp Nucera can leverage its unique position for green hydrogen adoption 🤖 Why Tesla is reaching an AI and robotics inflection point 💡 Why we like it: This is a well-rounded post-banking thesis that doesn't shy away from insurance-sector volatility. It clearly outlines how Suncorp's capital reset, brand strength, and climate initiatives create a platform for resilience, even in a mature, disaster-prone market. A thoughtful blend of risk and reward for income-focused investors. 💡 Why we like it: This is a classic transition story backed by real numbers. The author maps a clear path from negative FCF margins to profitability, ties valuation to credible hydrogen tailwinds, and balances upside with execution risks. A solid mid-cap thesis with energy transition megatrend exposure and disciplined DCF logic. 💡 Why we like it: It turns the mainstream Tesla bear narrative on its head with a sharp, well-reasoned case for re-rating it as an AI and robotics platform, not just an EV company. The parallels to Nvidia's transformation are compelling, and the author backs it up with product-level traction, forward catalysts (robotaxi, Dojo, Optimus), and a multi-pronged monetization path. Plus, we love all the calculations so we can sense check the numbers. 🔔 Know when to act: Set the narrative valuations as your own fair value to know when to buy, hold or sell the stock. 🤔 Get answers: Ask the author any questions in the comments section. Feel free to like as well to support their work. ✨ Discover more Narratives: There are hundreds of other insightful stock narratives on our Community page . ✍️ Build an audience: Have your narrative seen by millions of investors, simply meet our Featuring criteria to go into the running! Disclaimer Simply Wall St analyst Michael Paige and Simply Wall St have no position in any of the companies mentioned. These narratives are general in nature and explore scenarios and estimates created by the authors. These narratives do not reflect the opinions of Simply Wall St, and the views expressed are the opinion of the author alone, acting on their own behalf. These scenarios are not indicative of the company's future performance and are exploratory in the ideas they cover. The fair value estimate's are estimations only, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that the author's analysis may not factor in the latest price-sensitive company announcements or qualitative material. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Simply Wall St analyst Michael Paige and Simply Wall St have no position in any of the companies mentioned. This article is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Sign in to access your portfolio
Yahoo
02-07-2025
- Business
- Yahoo
Weekly Picks: 💸 SUN's Insurance Dividends, NCH2's Hydrogen Exposure, and TSLA's Robotic Inflection Point
Each week our analysts hand pick their favourite Narratives from the community ( ). This week's picks cover: 💸 Why Suncorp's insurance-only pivot gives it room to grow revenues 📈 Why Thyssenkrupp Nucera can leverage its unique position for green hydrogen adoption 🤖 Why Tesla is reaching an AI and robotics inflection point 💡 Why we like it: This is a well-rounded post-banking thesis that doesn't shy away from insurance-sector volatility. It clearly outlines how Suncorp's capital reset, brand strength, and climate initiatives create a platform for resilience, even in a mature, disaster-prone market. A thoughtful blend of risk and reward for income-focused investors. 💡 Why we like it: This is a classic transition story backed by real numbers. The author maps a clear path from negative FCF margins to profitability, ties valuation to credible hydrogen tailwinds, and balances upside with execution risks. A solid mid-cap thesis with energy transition megatrend exposure and disciplined DCF logic. 💡 Why we like it: It turns the mainstream Tesla bear narrative on its head with a sharp, well-reasoned case for re-rating it as an AI and robotics platform, not just an EV company. The parallels to Nvidia's transformation are compelling, and the author backs it up with product-level traction, forward catalysts (robotaxi, Dojo, Optimus), and a multi-pronged monetization path. Plus, we love all the calculations so we can sense check the numbers. 🔔 Know when to act: Set the narrative valuations as your own fair value to know when to buy, hold or sell the stock. 🤔 Get answers: Ask the author any questions in the comments section. Feel free to like as well to support their work. ✨ Discover more Narratives: There are hundreds of other insightful stock narratives on our Community page . ✍️ Build an audience: Have your narrative seen by millions of investors, simply meet our Featuring criteria to go into the running! Disclaimer Simply Wall St analyst Michael Paige and Simply Wall St have no position in any of the companies mentioned. These narratives are general in nature and explore scenarios and estimates created by the authors. These narratives do not reflect the opinions of Simply Wall St, and the views expressed are the opinion of the author alone, acting on their own behalf. These scenarios are not indicative of the company's future performance and are exploratory in the ideas they cover. The fair value estimate's are estimations only, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that the author's analysis may not factor in the latest price-sensitive company announcements or qualitative material. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Simply Wall St analyst Michael Paige and Simply Wall St have no position in any of the companies mentioned. This article is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Reuters
27-06-2025
- Business
- Reuters
Salzgitter seeks clarity on HKM stake over next few months, CEO says
DUESSELDORF, June 27 (Reuters) - Salzgitter ( opens new tab aims to find clarity within a few months on the ownership of its steel joint venture Huettenwerke Krupp Mannesmann (HKM), which is threatened with closure, its CEO said. "We are examining the options and will make a decision after the summer," Salzgitter CEO Gunnar Groebler told journalists at an event in Duesseldorf late on Thursday. HKM, or Huettenwerke Krupp Mannesmann with annual steel output of 4-5 million tonnes, is a 50-30-20 joint venture between Thyssenkrupp ( opens new tab, Salzgitter ( opens new tab and Vallourec ( opens new tab. Main investor Thyssenkrupp has previously been working towards a sale of its stake. Thyssenkrupp's unit Steel Europe in April decided to terminate a supply contract with HKM, in a further step to sever ties with the business. European steelmakers have been under pressure from high energy costs and cheap Asian rivals. The CEO of Salzgitter, which uses some of HKM's steel output for further processing, ruled out a closure of HKM over the short term but he also stressed Salzgitter would not take over HKM outright.
The Market Online
24-06-2025
- Business
- The Market Online
Hydrogen – The new trends: Plug Power, Pure Hydrogen, thyssenkrupp
German industry is set to go green. But once again, reality is proving more complex. In March, Thyssenkrupp withdrew a hydrogen tender because all submitted bids significantly exceeded the assumed cost conditions for hydrogen. So, is the hydrogen hype failing to take hold in the real economy? We take a closer look at the latest developments and explain which companies are now in pole position. Thyssenkrupp continues hydrogen strategy: With natural gas if necessary Despite the recent withdrawal of a tender, Thyssenkrupp still believes in hydrogen. The Company intends to use the high costs revealed by the failed tender in March as an opportunity to renegotiate subsidies. Thyssenkrupp also made it clear that green steel plants could also be operated with natural gas if necessary – even that would result in CO2 savings. The real green transformation could follow as soon as hydrogen is available at a reasonable price. But what exactly is the problem at the moment? Is renewable energy not available in abundance? Doesn't solar energy simply have to be converted into hydrogen? Plug Power: Figures are improving, but not good enough What sounds simple has been an urgent task for companies like Plug Power for many years. Plug Power is a leading global provider of integrated hydrogen ecosystems. The Canadian company offers electrolyzers for the production of green electricity, fuel cell systems, hydrogen tanks, compressors, and filling stations. Plug Power is particularly strong in the field of forklift trucks and other commercial applications. It is a smart strategy: once customers discover that hydrogen-powered forklifts work reliably, it makes sense for them to purchase additional solutions from Plug Power as well. Plug Power's figures have improved recently: revenue climbed to USD 133.7 million in the first quarter of 2025, and losses were significantly reduced thanks to cost cuts and economies of scale. Analysts are still not entirely convinced, however. The consensus of 17 analysts is to 'Hold' Plug Power shares. Although industrial companies such as Thyssenkrupp are pushing ahead with their hydrogen projects and hydrogen subsidiary Nucera recently acquired Danish high-pressure alkaline electrolysis specialist Green Hydrogen Systems, Plug Power's business has not yet gained sufficient momentum. But what is the reason for that? Pure Hydrogen impresses with heavy machinery: Emerging markets as target markets Plug Power's offering may not be entirely convincing to industrial customers – for example, battery-powered forklifts are considered more efficient. Many warehouses already have photovoltaic systems on their rooftops, making hydrogen as a fuel an unnecessary detour. Hydrogen makes more sense, however, for machines that are not used exclusively in one location – such as construction machinery, trucks, or buses. The Australian company Pure Hydrogen (OTCPK:PHCLF) develops and supplies emission-free hydrogen solutions, primarily for heavy-duty applications and infrastructure. The Company offers hydrogen-powered commercial vehicles such as garbage trucks, concrete mixer trucks, buses, and semi-trucks, as well as stationary applications such as H2 generators. Thanks to this focus, the innovative company was able to report positive operating cash flow for the first time in March of this year. Sales of hydrogen vehicles climbed significantly in 2025 compared to 2024 – orders for 24 fuel cell vehicles have been received so far. In 2025, there were only 2 in total. Pure Hydrogen: Methane pyrolysis and gas fields as additional pillars As an additional pillar, Pure Hydrogen is focusing on methane pyrolysis technology, which breaks down methane into solid graphene and hydrogen. This process produces hydrogen through pyrolysis along with valuable by-products. Through a stake in Botala Energy, Pure Hydrogen also operates gas exploration projects in Botswana. With this setup, the Company is positioning itself in a hydrogen niche amid industrial transformation, focusing on decentralized solutions. Cooperation agreements in Mexico and Asia demonstrate that the Company is primarily able to score points in markets where electricity prices are low or the supply of renewable energy is abundant. Pure Hydrogen's shares have only been listed in Frankfurt for a few weeks and remain largely undiscovered. However, on its home exchange in Australia, the share price has already shown a slight upward trend over the past year. It appears the market has not yet fully priced in Pure Hydrogen's emerging hydrogen business. The market capitalization is still a modest AUD 25.5 million. Since industrial giants like Thyssenkrupp continue to rely on hydrogen, while fossil gases still have their place, Pure Hydrogen could win over more customers with its business model. The stock is exciting and worth keeping an eye on. Conflict of interest Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as 'Relevant Persons') may hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a 'Transaction'). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company. 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