The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
Before founding his own company, he held various positions as business editor, fund advisor, portfolio manager and finally as CEO of a listed investment company. He also held several positions on the supervisory board.
He is passionate about analyzing a wide variety of business models and investigating new trends, especially in the areas of e-commerce, fintech, blockchain or artificial intelligence.
Commented by Stefan Feulner
Commented by Stefan Feulner on March 10th, 2023 | 10:20 CET
Cameco, GoviEx Uranium, Fission Uranium - Elemental energy source
With the exception of Germany, the world's largest industrialized nations are focusing on expanding nuclear energy to achieve the climate targets they have set. However, due to the Ukraine conflict and possible sanctions against Russia, growing demand has been met with limited supply. The US alone obtains almost half of the uranium it needs from state-owned companies in Russia or Kazakhstan. But rising demand is meeting a supply that is too tight. The primary beneficiaries here are Western companies in production or close to it.
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Commented by Stefan Feulner on March 10th, 2023 | 10:08 CET
Plug Power and Nordex disappoint, and a milestone for Manuka Resources
The shift to renewable energy is being accelerated significantly by policymakers and industry, but companies continue to struggle to meet their plan targets. Nevertheless, the market outlook is optimistic that the transformation to alternative energy will continue to gain momentum. One of the cost drivers is the high cost of raw materials, which has increased significantly again due to the sanctions against Russia. Manuka Resources is still a young player in the market that could significantly cushion the shortages of the critical raw material vanadium, which is needed for energy storage systems.
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Commented by Stefan Feulner on March 2nd, 2023 | 21:45 CET
Nordex, Canadian North Resources, NIO - Strong growth in demand
The invasion of Ukraine and Europe's resulting dependence on Russian oil and gas has significantly accelerated the transformation to renewables as the largest part of the energy mix. However, wind power, photovoltaic systems, and electric cars require significantly more critical raw materials. This is already creating new problems. On the one hand, China owns the lion's share of many of these elementary metals; on the other hand, there is already excess demand for lithium, cobalt, nickel and even copper. Despite a short-term correction due to fears of recession, significant price increases are inevitable in the long term. The primary beneficiaries are raw material producers from Western countries.
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Commented by Stefan Feulner on March 1st, 2023 | 14:10 CET
Aixtron, Altech Advanced Materials, Sixt - Prospects remain rosy
Despite the continued uncertain environment of the Ukraine war, inflation and rising interest rates, many companies are surprising positively in their full-year 2022 figures. In addition, forecasts are extremely positive despite pessimism regarding the struggling global economy. In terms of innovations, too, the trend is steeply upward. In this context, one German company in particular could rise to become a leading player in battery technology.
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Commented by Stefan Feulner on March 1st, 2023 | 14:01 CET
BioNTech, BioNxt Solutions, Bayer - Turn of the tide
Just how fundamental biotechnology already is for humanity was demonstrated by the development of the various COVID vaccines, which was extremely rapid by historical standards. Previously unknown companies such as BioNTech, Valneva and CureVac came into the focus of the stock market and were able to multiply within a very short time. Even after the pandemic has ended, research in the biotech sector is running at full speed. This is giving rise to new, innovative growth companies that could follow a similar trajectory in the future.
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Commented by Stefan Feulner on February 24th, 2023 | 15:55 CET
Nvidia, Meta Materials, Plug Power - Invest now in the mega markets of the future
The current economic and geopolitical situation can be frightening. But every era offers new opportunities. In addition to climate change, which is creating new industries with millions of new jobs, digitalization is booming, with artificial intelligence dominating everything. In addition, new materials are being developed whose properties can solve current challenges in industries such as semiconductors, AI, 5G, aerospace and automotive.
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Commented by Stefan Feulner on February 23rd, 2023 | 16:17 CET
First Majestic Silver, Blackrock Silver, American Lithium - Long-term opportunity
The transformation towards greenhouse gas-neutral technologies leads to a significant metal demand for corresponding critical raw materials. In addition to copper, nickel, lithium and cobalt, silver, in particular, is experiencing steadily increasing demand. In addition, the precious metal is increasingly required in medical devices, smartphones and microchips, among other things. After a correction that has lasted since 2020, the next upward wave will likely follow after a bottoming out. For investors, this is an opportunity for long-term price gains.
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Commented by Stefan Feulner on February 23rd, 2023 | 15:21 CET
Baidu, Alpina Holdings, Stellantis - The course is set
Despite a challenging market environment, rising inflation and still uncertain supply chains, many companies continue to surprise with their full-year 2022 results and defy the current crisis. The outlook for the current fiscal year 2023 also looks promising due to the course set with regard to new innovations.
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Commented by Stefan Feulner on February 16th, 2023 | 22:05 CET
Encavis, Globex Mining, Freeport-McMoRan - Like in a fairy tale
Germany still has 22 years to achieve its goal of climate neutrality. By then, electricity will be generated purely from the sun and wind, and buildings will be so perfectly insulated that they will no longer need to be heated. Cars will only be fueled by electricity or green hydrogen. On paper, the energy mix transformation reads simple, but the implementation seems almost impossible, given current developments. Massive problems are likely to arise in procuring critical raw materials, as global demand is already outstripping supply for many metals.
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Commented by Stefan Feulner on February 15th, 2023 | 11:07 CET
Shell, Saturn Oil + Gas, BP - Records upon records
According to the will of German politics, the future's energy mix should consist of 100% renewable energy sources. Coal, oil and natural gas are to be abandoned due to the high CO2 emissions. In addition, the shutdown of the remaining 3 nuclear reactors has already been decided. The fact that this wishful thinking can hardly be put into practice in the coming decades is shown by the strategic shift of the oil multinationals, which, due to the high demand for oil and gas, significantly lowered the originally planned reduction in oil production.
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