ALMONTY INDUSTRIES INC.
Commented by Stefan Feulner on January 10th, 2022 | 11:56 CET
Steinhoff, Almonty Industries, MorphoSys - Closer and closer to the goal
Will the crisis-ridden international retail group Steinhoff have a happy ending after all? Now that the settlement is likely to be successfully put to bed at the end of January, the highly indebted company's survival is at stake, and it is now striving to gold-plate its well-performing subsidiaries. At Almonty Industries, on the other hand, the signs are pointing to growth. The mega project in South Korea will make the Company one of the most important players in the production of raw materials for the energy transition, with significant upside potential.
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Commented by Armin Schulz on January 5th, 2022 | 09:02 CET
Gazprom, Almonty Industries, Standard Lithium - Investing in commodities with high demand
2021 was the year of skyrocketing commodity prices. Many different factors played a role. One, of course, was the Corona pandemic, which caused many companies to cut back on production. As the economy recovered faster than expected, markets were undersupplied. In addition, there were supply chain difficulties, natural disasters, and export restrictions, and this is where some of the dependencies on China became apparent. Currently, too little magnesium is being produced because the Middle Kingdom is suffering from electricity shortages. Today we look at three commodity producers for which we expect demand to remain high in 2022.
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Commented by Fabian Lorenz on December 30th, 2021 | 11:40 CET
Varta, Nel ASA, Almonty Industries: Buying opportunities for 2022?
Even though 2021 felt like it was all about COVID-19 and vaccine manufacturers such as BioNTech, Valneva and Novavax, the energy and mobility revolution was one of the dominant themes. Evidence of this is the boom in e-cars in Germany. The Association of International Motor Vehicle Manufacturers (VDIK) estimates that one in four new cars in this country will be electric in 2021. There is a good chance that hydrogen, lithium & Co. will continue to electrify investors in the coming year. Here we present three companies benefiting from the megatrends but whose share prices have come back significantly from their highs: Hydrogen specialist Nel ASA, battery pioneer Varta and future tungsten giant Almonty.
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Commented by Carsten Mainitz on December 22nd, 2021 | 11:01 CET
Kinross Gold, Almonty Industries, K+S - Is rising inflation the trigger for commodity stocks?
Two topics are currently occupying the markets: the impact of the new Corona Omicron variant on global supply chains and the further course of inflation. Experts disagree on both topics. While everyone assumes that the Omicron variant will lead to another global wave, most experts now see the supply chains as so stable that a fundamental disruption is now virtually impossible as was at the beginning of the pandemic. Concerning inflation, there are increasing voices that this should not be regarded as merely temporary. That should drive commodity stocks.
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Commented by Stefan Feulner on December 10th, 2021 | 13:54 CET
Bayer, Almonty Industries, JinkoSolar - Still considerable room for improvement
Inflation is growing relentlessly. In November, Germany's barometer for price increases climbed to 5.2%; a level last reached 29 years ago. Rising energy prices and exploding commodity prices are found to be the culprits here. Given the energy turnaround, the materials required for this, such as lithium, copper and cobalt, are in fact close to their highs. However, tungsten, which will be essential for electromobility in the future, still has some catching-up potential.
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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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