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Commented by Juliane Zielonka on February 22nd, 2024 | 07:00 CET

Royal Helium, Fresenius, BASF: Chemical and Healthcare industry - Where is the next investment opportunity?

  • Helium
  • Healthcare
  • chemicals

Europe is in the midst of an industrial upheaval due to the Green Deal, which presents both challenges and opportunities for investors. While companies like BASF are arguing for deregulation and increased subsidies to support the green transition, healthcare company Fresenius is undergoing a period of radical change and realignment. The medical technology market is booming. The global MedTech market size amounted to USD 574,002.45 million in 2022 and is expected to increase to USD 814,159.2 million by 2028, with an annual growth rate of 6.0%. Critical raw materials such as helium are in particularly high demand. Royal Helium is one of the producers of this valuable gas and impresses with a well thought-out and sustainable business model. Where does the next investment opportunity lie?

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Commented by Armin Schulz on February 21st, 2024 | 07:30 CET

Barrick Gold, Desert Gold, Renk - Golden times everywhere?

  • Mining
  • Gold
  • Defense

The world is full of economic uncertainty and geopolitical tensions. These are ideal conditions for gold, which is still considered a safe haven. There are now several factors that point to a sustained upswing in gold prices. One factor is the increased involvement of central banks, which are increasing their reserves to an extent not seen for decades. Another factor is the discussion within the BRICS nations about introducing a new currency backed by gold as a counterweight to the dominant US dollar. Therefore, today, we look at two gold companies and shed light on Renk, a representative of the defense industry, which is also experiencing golden times.

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Commented by Juliane Zielonka on February 21st, 2024 | 07:15 CET

Saturn Oil + Gas, Plug Power, Deutsche Pfandbriefbank - Energy shares and falling knives - where is it worth getting in?

  • Mining
  • Oil
  • Hydrogen
  • greenhydrogen
  • Banking

The Canadian company Saturn Oil & Gas has announced its capital and operating budget plans for 2024. The main focus is on sustainable oil and gas production with high capital returns, a structured capital allocation and continuous rapid debt repayment. Plug Power is also gaining momentum and taking strong cost-saving measures to maintain its position at the forefront as a green hydrogen provider. Deutsche Pfandbriefbank (pbb) came under the spotlight last week as investors dumped shares due to its involvement in the US office real estate market. Is this bank a falling knife, or does this week offer a potential entry point? We provide the background.

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Commented by Fabian Lorenz on February 21st, 2024 | 07:00 CET

Top news: BYD, Bayer and Globex Mining

  • Mining
  • Gold
  • Commodities
  • Electromobility
  • chemicals

Bayer shocked investors yesterday with the announcement of its dividend cut, which shouldn't have been much of a surprise. The Company is burdened with high debt, endless legal fines, and an empty pharmaceutical pipeline. In an initial reaction, analysts have lowered the share price target. BYD, on the other hand, is doing well operationally. Only the share price is not picking up. Will a share buyback turn the share price around? For those who want to profit from the commodity boom with reduced risk, then Globex Mining's stock is attractive. The news flow is strong, and those who act quickly can still register and follow the live presentation of the mining incubator at the 10th International Investment Forum, IIF, today.

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Commented by Stefan Feulner on February 20th, 2024 | 08:15 CET

Rheinmetall, Almonty Industries, Applied Materials - From high to high

  • Mining
  • RareEarths
  • Tungsten
  • armaments

The rally in chip stocks continues unabated. After ARM opened its books last week, investors bought as if there was no tomorrow. This week's figures from top dog Nvidia promise to be exciting. Will the share continue its upward trend, or will Wednesday herald an extended correction? Defense stocks are also at the forefront of the outperformers. As orders in the sector continue to rise, investors should take a look at the producers of the raw materials needed for the systems.

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Commented by Fabian Lorenz on February 20th, 2024 | 08:00 CET

Sell Varta shares? Nel and Altech Advanced Materials with new opportunities

  • Technology
  • Batteries
  • renewableenergies

The bad news for Varta seems to be unending. First, a cyber attack paralyzed the Company. Now, analysts are lowering their thumbs and recommending selling the share. Estimates for the years 2024 and 2025 have been lowered. As a result, Altech Advanced is increasingly becoming the German battery hopeful. Even though Altech's share price has declined significantly in recent months, the Company is on track operationally. The current year will be exciting. Things also remain exciting for hydrogen shares. While Nel and Plug Power & Co. still need to prove the future viability of their business models, they are receiving billions in support.

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Commented by Armin Schulz on February 20th, 2024 | 07:45 CET

ThyssenKrupp Nucera, dynaCERT, Plug Power - Hydrogen Stocks: Buy or Wait?

  • Hydrogen
  • Electromobility
  • greenhydrogen

In light of global efforts to reduce CO2 emissions, hydrogen is coming into focus as a promising alternative in the transportation sector. The quick refueling times and greater ranges of hydrogen are particularly enticing, potentially solving the challenges of electromobility. Fleet operators must also become active, especially in response to the savings demanded by the government. Despite the clear potential for more sustainable mobility, hydrogen companies currently find themselves in a challenging situation on the stock markets, plagued by market uncertainties and the challenges of a nascent technology. Today, we look at three companies whose business is based on hydrogen.

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Commented by André Will-Laudien on February 20th, 2024 | 07:30 CET

Takeover fever in the biotech sector! Will MorphoSys now be followed by Defence Therapeutics, Evotec and Bayer?

  • Biotechnology
  • Pharma
  • Innovations

It has happened: Novartis is bidding for MorphoSys. Once again, a long-lasting and persistent rumour mill eventually confirms itself. Those who remained loyal to MorphoSys despite heavy selling last fall have now made a profit of over 300%. If we turn the analytical magnifying glass on the sector, we can see that the speculative biotech stock market segment has started to move again since the challenging year 2023. Hopes of falling interest rates in the near future, along with several other M&A hopes, have led to steady inflows into listed bio-ETFs, resulting in fund managers having recently adjusted their weightings upwards. We analyze which stocks are currently making the loudest noise.

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Commented by Armin Schulz on February 19th, 2024 | 07:15 CET

Defense Metals, BYD, Rheinmetall - No high-tech technology without this resource

  • Mining
  • RareEarths
  • Technology
  • Electromobility
  • armaments

In today's technology-driven world, rare earths have become indispensable building blocks for modern high-tech applications. From high-performance electric vehicles, which promise environmentally conscious mobility, to sophisticated equipment in the defense industry, whose importance increases in times of geopolitical tensions - rare earths are everywhere. These elements, often invisible yet crucial, enable the functionality and efficiency of devices and systems used in our daily lives, such as smartphones. Rare earths have become a silent backbone of technological innovation and security policy, whose availability and control can play a decisive role in economic success and strategic superiority.

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Commented by Stefan Feulner on February 19th, 2024 | 07:00 CET

Renk, Manuka Resources, and Airbus with explosive news

  • Mining
  • Gold
  • Vanadium
  • Batteries
  • renewableenergies

Germany's leading index, the DAX, managed to surpass the 17,000-point mark significantly this week, reaching a new all-time high at 17,198.50 points. After a weak IPO year in Germany in 2023, in which only three companies dared to go public, the Renk Group set an exclamation mark with a rocket launch. Whether the high level of the DAX can be maintained will also depend on Allianz, Fresenius and Heidelberg Materials, which will publish their figures for the past financial year in the coming week.

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Commented by Juliane Zielonka on February 16th, 2024 | 07:15 CET

Almonty Industries, thyssenkrupp, Rheinmetall: Three metal industry shares in focus

  • Mining
  • Tungsten
  • armaments
  • Steel

The metal industry contributes globally to the development of various sectors through continuous innovation driven by mining, R&D and technological advances. Tough times lie ahead for thyssenkrupp. During the Annual General Meeting, CEO Miguel López emphasized that energy costs for steel production will account for up to half of total costs. Quo Vadis, Germany, as a business location? So, let's take a look at South Korea, another renowned steel producer. The tungsten mining company Almonty Industries is positioning itself as a pioneer here, aiming to cover 7% of the global market. Its strategy involves mining in democratically governed countries and establishing first-class trade partners such as the US and South Korea. Given the geopolitical tensions, in which 90% of tungsten production comes from China and Russia, investors should analyze Almonty more closely. Meanwhile, Rheinmetall, an arms manufacturer, is enjoying full-order books and, for the first time, is exploring a completely new technology division for its portfolio expansion.

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Commented by André Will-Laudien on February 16th, 2024 | 07:00 CET

MorphoSys and Cardiol Therapeutics in upward mode, while Bayer and Pfizer are in slow mode

  • Biotechnology
  • Pharma

The biotech sector has made a very differentiated start to the new year. While the old favorites are barely moving, the second-line stocks MorphoSys and Cardiol Therapeutics are making a real splash. At Bayer, the bad news just won't go away, and despite a successful major takeover, Pfizer has not yet found its forward gear. After a rally of almost 15% in December, the Nasdaq Biotechnology Index (NBI) has taken a pause in the current year. Now, everyone is waiting for the first interest rate cut by central banks. Inflation is already falling, and the negative economic data for the Eurozone is increasing. The ECB would normally be in demand. What should investors urgently keep an eye on?

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Commented by Fabian Lorenz on February 15th, 2024 | 07:15 CET

The Nel share is tumbling, Nordex is gaining momentum, and dynaCERT is building strength

  • Hydrogen
  • renewableenergies
  • Technology

Is there a 70% upside potential in the Nordex share? This is what analysts are suggesting based on the convincing preliminary figures. But is this development sustainable? Shareholders are hoping for convincing quarterly figures from Nel, even though no major orders have been reported for some time. The share is in a clear downward trend, and analysts have recently drastically reduced the price target for the hydrogen pure-play. While the shares of Nel, Plug Power & Co. are stumbling, dynaCERT is showing relative strength. In an industry environment that is anything but positive, the shares of the Canadian hydrogen company are forming a base.

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Commented by Juliane Zielonka on February 15th, 2024 | 07:00 CET

Manuka Resources, Delivery Hero, Siemens Energy: Project innovations for significant growth

  • Mining
  • Vanadium
  • Batteries
  • renewableenergies

Vanadium is a critical raw material that is considered an important addition to conventional lithium-ion batteries due to its high energy density. It is used in electric vehicles as well as in vanadium redox flow batteries for long-term storage of renewable energy. Manuka Resources is on the verge of developing a vanadium area off the coast of New Zealand and is securing fresh capital for this purpose. Delivery Hero is also talking about opening up new regions. Expanding international business for the Berlin-based platform operator is one of the priorities for 2024. Siemens Energy is also focusing on expansion. The Germans are heading far west, to 'the land of the free and the home of the brave'...

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Commented by Armin Schulz on February 14th, 2024 | 07:30 CET

Nel ASA, Klimat X Developments, Nordex - Climate Neutral: The Business Booster

  • Sustainability
  • renewableenergies
  • Energy

In a world that is increasingly scrutinizing the ecological footprint of business ventures, companies that actively integrate measures to achieve climate neutrality into their business processes are increasingly coming into focus. Such proactive companies can gain a significant competitive advantage in the current environment. It is not only end consumers who are increasingly paying attention to the climate neutrality of companies but also the companies themselves. Being climate-neutral enhances the value of one's brand, providing an additional selling point, and green companies receive bonus points in financing discussions. We take a look at three companies that are trying to make the world a greener place.

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