Commented by Armin Schulz on February 18th, 2025 | 07:00 CET
Palantir, First Nordic Metals, Barrick Gold – WATCH OUT: These stocks are on the move!
The tech industry celebrates Palantir as an AI pioneer: With a 390% price increase in 2024 and a forecast of USD 3.75 billion in revenue in 2025, the Company is convincing with its government and commercial AI solutions – but the P/E ratio of 600 raises sustainability questions. Meanwhile, First Nordic Metals is building on exploration momentum in the Scandinavian gold sector: new anomalies and cost-efficient drilling techniques are driving the stock. Barrick Gold, in turn, combines robustness (19% revenue growth) with geopolitical challenges in Mali and long-term, large-scale projects. We take a look at which companies offer potential and where valuations could be too high.
ReadCommented by André Will-Laudien on February 17th, 2025 | 07:35 CET
Shooting star Rheinmetall continues to rise - Greentech stocks like Nel, dynaCERT, and Plug Power are in the starting gate!
With the start of the security conference, they were back – the defense stocks. Rheinmetall thus exceeded the EUR 800 mark for the first time. The DAX 40 index is also doing brilliantly, currently at 22,600, well ahead of the NASDAQ. Now, rumors of peace talks are circulating, but the stock market is still not quite believing it. The losers of recent months were, not least, due to the re-election of Donald Trump, the greentech stocks. They were simply ignored in the face of the "climate change deniers" from the White House. But the charts no longer reached new lows. This is reason enough for us to refocus on these stocks. dynaCERT made its first leaps with the VERRA certification, but there is still much more potential. Selection remains key!
ReadCommented by Armin Schulz on February 17th, 2025 | 07:30 CET
TUI stock weak after numbers – Nova Pacific Metals and Super Micro Computer fare much better
The latest quarterly figures from TUI disappointed investors. Despite optimistic booking forecasts, the share price corrected by up to 17% within two days after the expected revenue targets were missed. This raises questions about the sustainability of the travel Company's comeback, which most recently wanted to appeal to new customer groups with low-cost offers. Nova Pacific Metals and Super Micro Computer present a very different picture. Nova Pacific's share price rose by over 80% within three days. Super Micro is raising hopes of a turnaround despite delisting risks due to a new auditor and attractive AI prospects – supported by a low P/E ratio of 10. We take a closer look at the three companies.
ReadCommented by Stefan Feulner on February 17th, 2025 | 07:00 CET
Coinbase, Almonty Industries, Tomra Systems – These 3 high-flyers promise returns
The earnings season for the full year 2024 is in full swing, with quite a few companies significantly outperforming analyst forecasts. Another topic currently keeping the world in suspense is US President Donald Trump's "America First" policy. As can be seen from the negotiations with Ukraine, the "new sheriff in town" is concerned with securing rare earth deposits. When it comes to the metal tungsten, however, the US government seems to be already one step ahead, and a lesser-known company is likely to emerge as the winner here.
ReadCommented by André Will-Laudien on February 17th, 2025 | 06:25 CET
Things are heating up with Alibaba and Credissential, while Palantir and SAP ride the AI boom
The stock market is picking up speed. In addition to the high-tech and AI fantasy, there are rumors of peace in Ukraine. European equities that are likely to play a role in any reconstruction are attracting a lot of attention. Cement maker Heidelberg Materials has been performing well for weeks, and Siemens is also gaining daily. Outside of geopolitical considerations, SAP remains the only German cloud of hope to be a long-running success. Is a correction possible here? It is difficult to imagine at the moment, so attention is turning to lagging stocks or stocks that have already fully exploited their momentum. For those paying close attention, divergences are visible!
ReadCommented by Fabian Lorenz on February 14th, 2025 | 07:00 CET
SHARE PRICES are falling at Plug Power, Nel, and Hensoldt! BUY RECOMMENDATION for BMW partner European Lithium!
Buy opportunity or bankruptcy? Shares in Plug Power, Nel, and Hensoldt are under pressure these days. The former hydrogen favorites are facing one piece of bad news after another. After mass layoffs at Nel, the next catastrophe comes from Plug Power. Investors are also getting nervous about Rheinmetall, Renk, and Hensoldt. Is a correction looming? Analysts believe the correction at Hensoldt should be seen as a buying opportunity. At BMW partner European Lithium, analysts even see potential for a multiple increase in value. The stock, which focuses on lithium and rare earths, has gained traction, and the current consolidation offers an exciting entry opportunity. Even peace in Ukraine could benefit these companies.
ReadCommented by Juliane Zielonka on February 14th, 2025 | 06:45 CET
Globex Mining, Intel, D-Wave: AI Revolution Drives Resources and Semiconductor Market
The course for the future of AI was set this week in France, where 1,500 representatives from politics and business gathered for the international AI summit. The AI revolution is driven by immense energy and semiconductor demand that Europe, with its current energy policy, cannot fulfil. The commodities rally for energy generation is gaining momentum to power the immense data centers. Ideal timing for the explorer Globex Mining, which, with its portfolio of strategic commodities, is a mineral bank for investors. With a strong diversification of commodities and precious metals, there is something for practically every energy requirement. Intel, on the other hand, could experience a recovery through cooperation with TSMC. The stock suffered a 60% decline last year. Quantum computing pioneer D-Wave demonstrates that practical applications of the technology are already in use today. In an open letter, CEO Baratz addresses investors.
ReadCommented by Fabian Lorenz on February 13th, 2025 | 07:10 CET
ACQUISITION?! Renk, BioNTech, and Biotech Highflyer Vidac Pharma
Is Renk about to be taken over? Quite possible. The Company, known for its transmissions for the Leopard tank, has a new major shareholder. And it turns out to be none other than KNDS – the maker of the Leopard 2 tank. The Renk share price reacted with a jump of 10%. Is there more to come? Vidac Pharma is also frequently mentioned as a potential takeover candidate. Like BMW, the Company is working on a "new class". But in this case, it is to save human lives. To this end, last year's biotech highflyer aims to revolutionize cancer treatment. Experts believe that a multiplication of the share price is possible. BioNTech is also fighting cancer. In addition to its own research, the German company is strategically focusing on acquisitions. Another one has just been completed. What is next?
ReadCommented by André Will-Laudien on February 13th, 2025 | 07:05 CET
DAX 22,000 – New highs for Oklo, Nova Pacific Metals, D-Wave, and SMCI under the microscope!
After a rapid upward movement, the DAX 40 index has reached the magical 22,100-point mark after just 6 weeks of trading. This means that the index has already gained more than 10% since the beginning of the year. Investments in the high-tech and defense sectors continue to drive this. Investors are following the trends that started in 2024. However, this is bringing critical metals to the fore because they are currently subject to sanctions by China under Donald Trump's tariff plans. We are therefore focusing our analysis on companies that are particularly noteworthy under the current circumstances. It is not always a good time to buy, but as the saying goes, you will never go broke taking profits.
ReadCommented by Armin Schulz on February 13th, 2025 | 07:00 CET
Plug Power, First Hydrogen, BP – Here are the opportunities of the new US energy policy
The global energy transition is at a crossroads. Electric vehicles will likely prevail in the long term, but not everywhere and not through mandates. The US aims to provide affordable energy and wants to promote oil and gas production while focusing on nuclear power in the form of small modular reactors. With these mini-nuclear power plants, hydrogen could be produced cheaply, taking the technology a decisive step forward. This could solve some of the issues electric vehicles face, which would be a boon for the transportation industry, which is subject to green regulations. We are, therefore, looking at the largest US hydrogen player today and taking a closer look at First Hydrogen, which specializes in hydrogen-powered light commercial vehicles. Finally, we will analyze BP, a major oil producer.
ReadCommented by André Will-Laudien on February 12th, 2025 | 08:00 CET
Mega rally at First Phosphate, Renk, VW, and BYD with buy signals
The stock markets continue to rise unabated. Those hoping for a correction will be disappointed. Yesterday, the DAX 40 index broke through the 22,000 mark, much faster than many had anticipated. Technology stocks SAP and Siemens remain the driving force, while on the NASDAQ, it is still the Magnificent 7 that is setting the tone. Selection is now key. We turn our attention to the upcoming battery materials supplier, First Phosphate, as well as stocks like Renk, VW, and BYD. While VW is in the middle of restructuring, BYD is continuing on its journey. The defense industry remains interesting, especially Renk. Where should one invest now?
ReadCommented by Fabian Lorenz on February 12th, 2025 | 07:00 CET
Analysts on the TUI CRASH! Bayer to make millions! dynaCERT stock is set to skyrocket!
Will the dynaCERT stock see a breakthrough soon? The odds are looking good. In an analyst interview, the top German manager cites an increase in revenue, sales, and earnings as a clear goal for the next 12 months. In that case, the stock would currently be a bargain. The TUI share, however, does not appear to be a bargain for investors. The quarterly figures led to a sell-off yesterday. Yet revenue and earnings were in line with expectations. What do analysts say? Bayer's stock also trended weak yesterday, despite new potential millions in revenue from a drug approval.
ReadCommented by Juliane Zielonka on February 11th, 2025 | 08:40 CET
Palantir, Credissential, Deutsche Bank – AI separates winners from losers
AI is revolutionizing the business world and, for good reason, transforming entire industries. Palantir is setting new standards in data analysis by integrating Grok, the AI chatbot developed by Elon Musk for his X platform. The Canadian tech company Credissential is also pursuing a platform approach. Here, the AI-supported solution is developing a comprehensive package for buying used cars online in the US market. In addition to the vehicle, the software is being developed and marketed to a predominantly young audience and Credissential is building its software to offer appropriate insurance, transfer costs, and other relevant add-ons. Once implemented, the company expects an improved conversion rate by connecting to the digital marketplace. Deutsche Bank is currently facing a fine of EUR 10 million. Employees sold financial derivatives to small and medium-sized companies in Spain, whose risks was largely not communicated.
ReadCommented by Fabian Lorenz on February 11th, 2025 | 07:10 CET
Buy Puma shares now? Caution advised with Renk, Rheinmetall & Co.! Hidden Gem Nova Pacific Metals launches!
Even if it is not what Donald Trump wants to hear, the US is dependent on imports from Canada, particularly for raw materials. The tariff disputes only highlight this. Accordingly, Canadian raw materials stocks are coming to the attention of investors. One such hidden gem is Nova Pacific Metals, but this could change soon. In contrast, defense stocks could face a strong pullback as Donald Trump increases pressure. Is now the time to take profits at Renk, Rheinmetall, and Co.? Puma shareholders have been waiting for price gains for some time. Is now the time to enter the market after the recent crash?
ReadCommented by Stefan Feulner on February 11th, 2025 | 07:00 CET
Barrick Gold, First Nordic Metals, MicroStrategy – Profiteers in the bull market
The gold price is unstoppable and reached the USD 2,800 per ounce mark for the first time in its long history during the past trading week. In comparison, gold producers such as Barrick Gold or Newmont are trading well below their highs. However, should the underlying asset remain at this high level, the profits of precious metals companies are likely to skyrocket. By then, producers, as well as exploration companies, should start to catch up.
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