ALMONTY INDUSTRIES INC.
Commented by Armin Schulz on November 15th, 2021 | 11:31 CET
Infineon, Almonty Industries, K+S - Profiting from supply bottlenecks
It is not only the printing presses of the central banks that are causing inflation in the USA and Europe but also the supply bottlenecks in more and more sectors. The chip shortage has been known for some time, but there is already a shortage of raw materials such as steel, cement, copper, nickel, tungsten, and even fertilizers. The infrastructure package of the USA, which was passed a good week ago, contributes its part to this. In addition to the existing packages, another USD 550 billion package will further fuel demand in the commodities mentioned above. The beneficiaries will be the producers, three of which we take a closer look at today.
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Commented by Nico Popp on November 10th, 2021 | 12:11 CET
ThyssenKrupp, Almonty Industries, Salzgitter: "Green" steel as a growth market
It is not without reason that the quarterly figures of steel producers are regarded as a barometer of economic development - after all, steel is used in many industrial products. Whenever companies invest in new capacities, such as buildings or infrastructure, steel is used. A new trend is so-called "green" steel, which does not use coal-fired power in its production and thus saves CO2. It also pays off for customers. After all, the CO2 from purchased raw materials also counts in the carbon footprint. Schaeffler recently secured "green" steel from Swedish startup H2 Green Steel. A sign that sustainability has also reached this sector. We highlight three exciting stocks and do the sustainability check from an investor's perspective.
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Commented by Fabian Lorenz on November 2nd, 2021 | 12:14 CET
Varta, Valneva, Almonty Industries: It is getting close!
Volkswagen, SMA Solar, Asos are just a few examples; hardly a day goes by without companies from a wide variety of industries complaining about shortages. Be it computer chips for the automotive industry, industrial raw materials for production or transportation options. But there are also winners. Among them is tungsten producer Almonty Industries with its project of the century in South Korea. Germany's Varta is looking to profit from the battery shortage, and excitement is building ahead of the numbers. And Valneva, after its successful capital increase, is hoping that corona vaccines will continue to be in demand.
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Commented by Carsten Mainitz on October 19th, 2021 | 12:46 CEST
Nvidia, Almonty Industries, BP - Scarcity drives prices!
The shift from fossil fuels to renewable energy sources is increasing the need for industrial metals. Copper's excellent thermal conductivity, along with its corrosion resistance, ease of processing, strength, durability and formability, offer unbeatable advantages in solar thermal applications. Tungsten's properties also play an increasingly important role in power, lighting, medical and aerospace applications. Companies producing the critical metal have significant upside opportunities in this regard.
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Commented by André Will-Laudien on October 13th, 2021 | 13:23 CEST
BASF, Almonty Industries, Millennial Lithium, BYD - All sold out?
Anyone who can offer scarce raw materials today is in a fortunate position as far as business prospects are concerned. In particular, metals and battery raw materials are in high demand and have become a bone of contention in globalization. That is because many critical metals are majority-owned by China, meaning that the regime decides on potential allocations to foreign countries. Admittedly, the Middle Kingdom wants to stay in business with the West, so long-term contracts exist. Nevertheless, the domestic industry is naturally given preferential treatment; we can only hope for political stability and incremental improvements in the West. Who are the interesting players in the tight commodity market?
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Commented by Armin Schulz on October 4th, 2021 | 12:36 CEST
BP, Almonty Industries, Standard Lithium - Which commodities offer the most potential?
Last Tuesday, the barrel of oil reached the USD 80 mark again for the first time since 2018, even though OPEC had recently increased production volumes. The discrepancy between supply and demand obviously could not be closed by the production increase. Comparing tungsten with gold, an investment in tungsten could beat gold by 70% since 2010. In the case of lithium, the price is also rising significantly. The automotive industry has decided to push ahead with its conversion to e-mobility in the interests of sustainability. So, the ambitious goal of charging only USD 100 per KWh of capacity in an e-car battery will not happen, making the price of e-cars much cheaper. Today, we take a look at three companies that produce these raw materials and analyze the potential.
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Commented by Nico Popp on September 29th, 2021 | 10:18 CEST
Rheinmetall, Almonty Industries, Siemens Healthineers: Here the signs point to growth
In 2019, the world's nations spent a whopping USD 1917 billion on armaments. That is more than they have spent since 1988, stresses the Stockholm-based International Peace Research Institute. Germany increased its spending more than any other country in the process. The incidents in Afghanistan have shown that it is of great importance to be able to act if one wants to play a role on the international stage. The pandemic shows that health can also take on a global dimension. Here, too, experts expect rising expenditures. Reason enough to take a closer look at well-known representatives of both sectors.
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Commented by Stefan Feulner on September 21st, 2021 | 12:22 CEST
LPKF Laser, Almonty Industries, Wacker Chemie - Brilliant growth
During the last TV debate before the federal elections, the topic of climate protection was hotly debated. In her closing statement, the Green Party candidate said that "as Chancellor, she stands for real change, not doing things by halves when it comes to climate protection." Decarbonization must come about as quickly as possible. However, looking at the current stagnation in the expansion of the infrastructure for renewable energies on the one hand and the shortage of raw materials needed for this on the other, one should at least seriously question the ambitious goal.
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Commented by Carsten Mainitz on September 13th, 2021 | 12:55 CEST
Almonty Industries, Infineon, VW - This is just the teaser - What is next?
From A for antimony to V for vanadium, the European Union's list of critical raw materials now includes 30 materials, including lithium, cobalt, rare earths and tungsten. These raw materials are characterized by low availability and high economic importance. Many key European industries rely on these raw materials, such as the automotive, steel, aerospace, IT, healthcare, or renewable energy sectors. Demand is increasingly being driven by new products and technologies such as electromobility, digitalization and the energy transition. The supply cannot keep up with this. Bottlenecks are emerging, which, among other things, are leading to higher prices for the critical raw materials and posing major challenges for demand-side industries. How can investors position themselves successfully?
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Commented by Fabian Lorenz on September 9th, 2021 | 10:42 CEST
SMA Solar, Standard Lithium, Almonty Industries: Between profit warning and supercycle!
It is not only semiconductors that are in short supply, but also numerous industrial raw materials. The situation is only getting worse. In the case of lithium, demand is expected to increase fivefold in a few years. Tungsten is also in demand, and China is an unreliable quasi-monopolist. As a result, raw materials are in short supply, and prices are rising. More and more companies are suffering as a result, like Germany's SMA Solar. The inverter manufacturer had to cut its forecast and analysts promptly reduced their price targets. On the other hand, some companies are benefiting from the situation. Highflyer Standard Lithium is one of them. Due to positive industry and company news, the share is accelerating again. Almonty Industries is also facing exciting months.
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