ALMONTY INDUSTRIES INC.
Commented by Nico Popp on January 4th, 2021 | 10:49 CET
Vale, Almonty Resources, Glencore: commodity stocks for 2021
Although the news is primarily dominated by the pandemic and the effects of the lockdown, the economy continues to turn. Many service providers are suffering from the pandemic, and the structural change it has triggered. The situation for producers is quite different: Manufacturers of electrical appliances and electric cars are sitting on full order books and looking to a rosy future. Mining companies are also feeling this optimism: since the pandemic's outbreak, commodity prices have been on the rise. Project financiers and major investors are not backing down or adopting a wait-and-see attitude, even in times of crisis. For private investors, this is a good sign - there is something to be gained in the commodities sector.
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Commented by Carsten Mainitz on December 29th, 2020 | 09:13 CET
Glencore, Almonty, Aurubis - Scarcity drives share price
If you have listened to the old master of the stock market André Kostolany, then you have thought about aluminum in the past, and that's a good thing. If you bet on companies that focus on industrial metals or strategic metals, you should see a good performance next year. Rising demand in the wake of electromobility is driving up the price of copper. But so-called strategic metals, such as tungsten, are also used in various ways and are difficult to substitute. The availability of strategic metals is more limited than that of industrial metals. At times, there can be a large gap between supply and demand. Investors then profit from scarcity prices. We reveal where opportunities are tempting.
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Commented by André Will-Laudien on December 21st, 2020 | 09:05 CET
Rio Tinto, Glencore, Almonty Industries - commodities on the upswing
WTI oil futures settled above USD 49 per barrel on Friday for the first time in almost 10 months. Brent futures also reached an 8-month high of USD 52 per barrel. Such oil prices have not been seen since late February, with other commodities also moving higher. The prospect of a Covid-19 relief deal in Congress that will provide an additional USD 900 billion to the US economy has rekindled hopes that the rapid distribution of vaccines will get people back on track and encourage travel and long-term consumption decisions. The demand for commodities of all kinds could therefore increase rapidly again, and in parallel, the industrial figures and also the entire commodity market should be able to recover further. OPEC agreed earlier this month to gradually increase oil production by 500,000 bpd starting in January. A good sign.
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Commented by Stefan Feulner on December 14th, 2020 | 12:37 CET
BYD, Almonty Industries, Alexion - Take advantage of the correction!
It is here, the second hard lockdown due to the global Corona pandemic. After the broad market in the past few days announced a correction, there are again numerous opportunities to get more favorable stocks of great interest. Even sectors that have risen disproportionately, such as electromobility, hydrogen and e-commerce, are heading south—a new opportunity to bet on the winners of the future.
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Commented by Nico Popp on December 1st, 2020 | 09:32 CET
SAF-Holland, ElringKlinger, Almonty: cyclical for the year-end rallye
Prices are picking up once again: Vaccination hopes and the recovery of the global economy are boosting cyclical stocks, in particular, such as the automotive industry. However, base metals are also considered a good bet in times of economic upswing. But one after the other. The shares of SAF-Holland, the commercial vehicle and camping equipment supplier, rose by more than 40% on a one-year horizon. In the past few days, it still grew by more than 7% despite a minor consolidation. While the stock was still considered a beneficiary of the trend toward camping trips after the initial lockdown, the hard facts are now providing price fantasy. When the economy is booming, commercial vehicles will be needed again, according to the market.
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Commented by André Will-Laudien on November 23rd, 2020 | 11:16 CET
Rio Tinto, BHP Billiton, Almonty Industries - Base metals for the upswing
Last week, Canadian star economist David Rosenberg said: "Base metals are generally the most correlated with the Chinese economy, so I would say that base metals have performed very well. The correlation between Chinese GDP and commodities is incredible. It is not difficult for me to take a constructive stance towards the base metals sector when I believe that they are the primary source of demand worldwide and that China consumes half of the world's metals."
Looking to the future, Rosenberg said that the US and the rest of the Western world must confront China's growing power and influence. "I hate to say it, but whoever the president is, he is currently facing the challenge of preventing China from capturing an ever-increasing share of global GDP."
The message is clear: In China, Covid-19 seems to have already been overcome; it is essential not to lose the connection because of the pandemic-related downturn. Overall, raw materials will, therefore play a huge role in this environment.
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Commented by Stefan Feulner on November 18th, 2020 | 10:04 CET
Plug Power, Almonty, Va-Q-Tec - take advantage of these special situations!
As a result of the astonishing rise in market prices since the Corona low in March of this year, not only tech stocks such as Amazon, Apple or Google but also, stocks from future industries such as hydrogen, fuel cell technology or electromobility, benefited. In addition to the share prices, the Companies' future forecasts also rose. Here is where the gravity of the situation diverges, in addition to promising business models, one needs one more thing - capital!
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Commented by Stefan Feulner on October 26th, 2020 | 09:45 CET
NEL ASA, Almonty Industries, Bayer - Nervousness brings the leverage!
The stock market is restless. Too much uncertainty currently dominates the market. "Crazy Donald" or "Sleepy Joe"? What is the future of the pandemic? Will a hard Brexit with the E.U. follow the British threats? These are the short-term questions that are certainly not likely to ensure peaceful trading on the world's stock markets. However, high volatilities also offer great opportunities. In recent weeks, the Bayer AG share has also been subject to significant fluctuations. Is everything now included in the price, or is the decline continuing? It remains exciting.
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Commented by André Will-Laudien on October 16th, 2020 | 11:20 CEST
Amazon, Apple, Almonty: Triple-A: Unique position is required!
If a company today does not shine with exclusivity, it floats with the masses. Once overlooked, the brand name is not even enough for successful poster advertising. It's different for the world market leaders, the blockbusters of the New Economy. Having gotten used to the smartphone in childhood, today's young people know all the features of the mobile companions. Time in the real world is dwindling, as life online is much more colourful, moving, and captivating - second-hand living is becoming the dominant daily routine. No wonder that the Companies that created this world for us are among the most expensive stocks on the stock market - because they have turned the relationship between man and machine into a perfect business model.
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Commented by Nico Popp on October 7th, 2020 | 09:19 CEST
Tesla, Umicore, Almonty: Critical raw materials decide on yield
Raw materials are the key to CO2 neutrality. Whether electricity storage, solar plants, or wind turbines - without raw materials, such as nickel or cobalt, many future technologies cannot be implemented. Yet many raw materials are still extracted from the earth in China under dubious conditions, or come from other mining regions where ESG standards do not play an important role. But tomorrow's customers are already calling for better mining conditions today: Tesla boss, Elon Musk, has already publicly advocated that raw materials used by his company should come from good sources. Here could be an opportunity for mining companies operating in mining regions with high environmental standards.
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