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40% SHARE PRICE EXPLOSION! Commodity war drives Standard Lithium and BMW partner European Lithium! News from Evotec!
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No Trump frustration with 123fahrschule and Mutares, but caution is advised with defense stocks such as RENK, Hensoldt, and Steyr!
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The end of the dollar? Deutsche Bank, Newmont, and Desert Gold
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Almonty Industries – Escalation level raised
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How hedge funds are now betting on gold: Amazon, Barrick Gold, and Golden Cariboo Resources
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Mobility and logistics under pressure: BYD, dynaCERT, and Daimler Truck put to the innovation test
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This is the post-Easter opportunity! Evotec, Bayer, BioNTech, and Defence Therapeutics in focus
Commented by Fabian Lorenz on April 23rd, 2025 | 07:20 CEST
40% SHARE PRICE EXPLOSION! Commodity war drives Standard Lithium and BMW partner European Lithium! News from Evotec!
Price explosion at Standard Lithium! The share price rose by more than 40% yesterday. The joint venture with Norwegian energy company Equinor has been classified as a "critical mineral project" by the US government. This indicates that the raw materials war with China goes far beyond rare earths. European Lithium has lithium and rare earths to offer. The stock is a real bargain, as illustrated by the new details on the rare earth project in Greenland. Talks are already underway with defense companies from the US and Europe, and analysts see multiplication potential. Evotec shareholders had likely hoped for a somewhat bigger price explosion following the presentation of the new corporate strategy. However, the biotech company is bidding farewell to its strong growth trajectory.
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Commented by André Will-Laudien on April 23rd, 2025 | 07:10 CEST
No Trump frustration with 123fahrschule and Mutares, but caution is advised with defense stocks such as RENK, Hensoldt, and Steyr!
The daily news is driving stock market activity. After a rollercoaster ride caused by Trump, popular tech stocks such as the Magnificent 7 are now down a good 20%. In the case of Nvidia, the stock is now USD 50 below its peak. For many, this is an opportunity to finally take a breather and think about the rest of the stock market year. Small caps such as the successful 123fahrschule continue to work on their growth programs, and Mutares is making good progress with its investments. The hot defense stocks RENK and Hensoldt appear somewhat overpriced. Those who want to generate returns now must be very selective and invest in specialties. After gains of just under 10% per annum, global ETF savers will likely take a break from returns in 2025. In the meantime, flexible investors will come out on top. Here are a few ideas.
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Commented by Nico Popp on April 23rd, 2025 | 07:00 CEST
The end of the dollar? Deutsche Bank, Newmont, and Desert Gold
The independence of the central bank is a valuable asset that is highly valued by investors. Once again, US President Donald Trump has shaken the independence of the Fed and raised the possibility of dismissing US Federal Reserve Chairman Jerome Powell. The reason: While the ECB cut interest rates on Maundy Thursday, Powell wants to wait and see how the tariffs affect the dollar zone before he adjusts interest rates. Powell's dismissal could have fatal consequences for the capital markets.
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Commented by Stefan Feulner on April 22nd, 2025 | 07:50 CEST
Almonty Industries – Escalation level raised
The trade war between the US and China reached a new level last week. On "Liberation Day", US President Trump raised punitive tariffs to an incredible 125%, prompting China to respond with export controls on rare earth metals that are essential for the manufacture of electric motors, batteries, and magnets, as well as for the defense industry. Similar restrictions on gallium, germanium, and tungsten have also been in place since the end of last year. At least in the case of tungsten, which is needed for use in armor-piercing ammunition, for example, there are signs of easing tensions with the start of production at the Sangdong mine in South Korea. The operating company's share price, Almonty Industries, has partially met expectations in recent months, but analysts believe it still holds significant upside potential.
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Commented by Nico Popp on April 22nd, 2025 | 07:40 CEST
How hedge funds are now betting on gold: Amazon, Barrick Gold, and Golden Cariboo Resources
"Asset managers and hedge funds are seeking refuge in gold," read the headline in Handelsblatt in the week before Easter. But what is driving the rush for the precious metal? In addition to the considerable uncertainty surrounding the trade tariff dispute, investment professionals are also turning to safe havens due to growing geopolitical risks. But what options do investors have beyond coins and bars? We look at how investors can indirectly bet on the precious metal through stocks.
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Commented by Armin Schulz on April 22nd, 2025 | 07:30 CEST
Mobility and logistics under pressure: BYD, dynaCERT, and Daimler Truck put to the innovation test
The transport industry is at a crossroads: With CO2 limits getting stricter and supply chains needing to be smarter than ever, companies are struggling to find the right balance between efficiency and sustainability. According to the "NEW MOBILITY REPORT 2025," the battle for dominance in tomorrow's logistics is underway – driven by electric trucks, AI-managed fleets, and hydrogen prototypes. But in the race to be the frontrunner, three key players are pulling different levers. BYD focuses on innovative all-electric passenger vehicles, dynaCERT offers disruptive retrofit solutions for diesel engines, and Daimler Truck aims to combine autonomous systems with green drives. Who is driving the revolution – and where will investors benefit the most?
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Commented by André Will-Laudien on April 22nd, 2025 | 07:20 CEST
This is the post-Easter opportunity! Evotec, Bayer, BioNTech, and Defence Therapeutics in focus
Donald Trump snubs his international partners, insults prominent Americans, and withdraws long-standing funding commitments to Harvard. Who would have thought? The new US administration is turning out to be an unpredictable fragmentation bomb that could hit anyone. Economic policy resembles a game of hot and cold when stability is needed. On the stock market, investors are trying to price in old tariffs, no tariffs, and new tariffs - every day brings a fresh bouquet of announced measures. There has hardly been a similarly volatile period in recent years, but Donald Trump is not interested in stock market prices. For the overvalued high-tech sector, this is a welcome opportunity to take profits. The biotech sector could finally take off were it not for the sharp rise in interest rates. The only thing that can help now is a case-by-case assessment of investment opportunities.
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Commented by Stefan Feulner on April 22nd, 2025 | 07:10 CEST
TSMC, NetraMark, and Siemens Energy defy the crisis
The global economy is faltering. The US president's tariff policy prompted the World Trade Organization (WTO) to drastically cut its forecast for global trade in its latest report. It drastically cut its forecast for global trade in goods and now expects global trade volume to decline by 0.2% in 2025. Several analysts have also lowered their outlook for the S&P 500. While experts' price targets at the beginning of the year were still at 6,600 points, they have now been lowered to an average of 5,950 points. Nevertheless, some companies are able to weather the crisis and at least confirm their annual targets.
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Commented by Fabian Lorenz on April 22nd, 2025 | 07:00 CEST
Gold price soon to reach USD 4,000! Profit with gold gem Tocvan Ventures! Share about to be taken over?
Will the tariff hammer be followed by a currency war? Speculation about the devaluation of the US dollar is already rife on the capital markets. One sign of this is that central banks are continuing to buy gold on a massive scale. After the price per troy ounce easily surpassed USD 3,300 last week, analysts are now targeting the USD 4,000 mark. The current environment makes it clear that gold belongs in every diversified portfolio. Tocvan Ventures is an exciting opportunity to jump on the gold bandwagon. The project in Mexico is at an advanced stage and is set to be developed into a world-class operation. After more than four years of exploration work, the project is expected to be given the green light in 2025. The share price has finally taken off, still has a lot of upside potential, should receive mining approval this year and offers takeover speculation.
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Commented by Stefan Feulner on April 18th, 2025 | 09:30 CEST
39th MKK - Munich Capital Market Conference: Reaching new heights with thyssenkrupp, Deutsche Lufthansa, Freenet & Co.
The general conditions were anything but favorable. In addition to the weak performance of the German economy due to cyclical and structural pressures and an unclear political strategy, US President Donald Trump shocked the markets with his tariff hammer. Nevertheless, interest in the 39th edition of the MKK – Munich Capital Market Conference, organized by GBC AG, was greater than ever. Above all, the Augsburg-based company made its mark with the size of the event. Of the 40 companies presenting, nine were MDAX and SDAX members, significantly enhancing the format's prestige.
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Commented by Fabian Lorenz on April 17th, 2025 | 08:15 CEST
Billions for defense and hydrogen: RENK, Nel ASA, and dynaCERT – Profiteer or "dead cat"?
In the coming years, billions will be invested in defense, hydrogen, and energy efficiency in Germany alone. The grand coalition has committed itself to this in the coalition agreement. The CO2 price is set to play a central role in climate protection. dynaCERT is expected to benefit from this, as the cleantech company's retrofit kits for diesel engines reduce CO₂ emissions. Analysts see multiple potential for the share. How quickly such a multiplication can happen has been recently demonstrated by RENK's share price. Despite hitting record highs, analysts recommend buying. And what is behind the price jump at Nel ASA? New hope, or are the Norwegians just a "dead cat bounce"?
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Commented by Armin Schulz on April 17th, 2025 | 08:10 CEST
Blockbuster or takeover fever? Why Novo Nordisk, Defence Therapeutics, and Pfizer are now attracting attention
The biotech and pharmaceutical industry resembles a billion-dollar chessboard! A single move – whether a takeover or drug approval – can double share prices in a matter of hours or completely reshape entire markets. While investors are still marveling at the spectacular rally of Theratechnologies, which opened with a gap up and then soared another 45% in a single day, or analyzing the Phase-3 explosion at Corcept, the next players are already lining up for the big coup. Because in this arena, it is not just about who develops the next blockbuster but also who buys, sells, or forms strategic alliances. There are three names to have on your radar: Novo Nordisk, Defence Therapeutics, and Pfizer. Each of these companies is pursuing its own master plan.
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Commented by André Will-Laudien on April 16th, 2025 | 07:55 CEST
Gold in focus, Defense accelerates again – Agnico Eagle, Golden Cariboo, Hensoldt, and RENK in focus
The daily theatrics are hard to beat. US President Donald Trump is engaging in slapstick and snubbing long-standing trading partners. In his own country, he leaves no stone unturned in his efforts to counterbalance the nearly USD 36 trillion national debt through savings and additional revenues. This creates great uncertainty in the stock markets and causes economic institutes to calculate more precisely whether, instead of growth, a recession may be looming. But perhaps it is all just a test to force political partners to the table. However, the threat of inflation means that precious metals remain in focus. Unresolved geopolitical conflicts also continue to drive defense machinery forward. Here, a volume in the triple-digit billion range is expected, which will result in revenue in the coming years. The train is running at full steam!
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Commented by Nico Popp on April 16th, 2025 | 07:50 CEST
Takeover speculation! What is going on at Pfizer, Sanofi, and NetraMark
Developing drugs is expensive - so expensive that 22% of all Phase III studies fail due to budget constraints, as shown by scientific studies. When pharmaceutical companies discontinue a late-stage project, it also moves the stock markets. Recently, Pfizer pulled the plug on its weight loss drug, Danuglipron. The reason: a participant in the study experienced liver damage. This further backfires on Pfizer in the important market of obesity drugs, leaving it further behind Viking Therapeutics, Eli Lilly, and Novo Nordisk. To ensure that more drug trials are successful in the future, the publicly listed tech company NetraMark is relying on AI. The first pharmaceutical multinationals have already set their sights on this hidden gem.
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Commented by André Will-Laudien on April 16th, 2025 | 07:45 CEST
Tariff madness drives gold! Caution advised with Barrick, Globex Mining, Mutares, and Steyr
Every day brings a new spectacle from the White House. What resembles a farce is, unfortunately, a harsh reality. The new president, Donald Trump, leaves no doubt about who dictates the conditions in global trade. But even Mr. Universe has to row back now and then because experts have a clever piece of advice or two on how to avoid completely running the US into the ground. After all, the proclaimed tariffs threaten a severe cooling of the global economy and a surge in inflation - a perfect opportunity for precious metal investments. Due to the general uncertainty, defense stocks also remain in focus. We do the math.
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