DEFENSE METALS CORP.
Commented by André Will-Laudien on September 26th, 2023 | 07:45 CEST
Artificial Intelligence in Sellout! Nvidia, Defense Metals, ARM Holdings - Nothing works without rare earths!
After long bull market movements, the stock market usually tends to rotate sectors, or the market enters a general consolidation. In the former case, investors can profit by reallocating their assets while exploring new investment opportunities. In the latter case, all stocks come down, and the capital market generally suffers from a change in sentiment and corrects recently exaggerated valuations. In the case of the new megatrend of Artificial Intelligence (AI), the stock market seems to sense a great need for correction. As if by magic, the blockbuster stock Nvidia rose by 250% in just 9 months. However, it has already retraced nearly 20% from its peak. Where do the opportunities lie for investors?
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Commented by Armin Schulz on September 12th, 2023 | 08:05 CEST
NVIDIA, Defense Metals, Alibaba - Tensions between China and the US are on the rise again
During the BRICS summit, it was announced that six new countries will join the alliance on January 1, 2024. These countries include Saudi Arabia, Iran, the United Arab Emirates, Argentina, Egypt, and Ethiopia. This development might not sit well with the United States, as it could threaten the dominance of the US dollar. In addition, there are tensions with China over Taiwan. In July, the Middle Kingdom limited exports of rare earths. China has now added fuel to the fire by banning government officials from using iPhones. Before this, the US restricted exports of NVIDIA's AI chips to the Middle East. Tensions are rising, making it a good time to look at three companies affected by these developments.
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Commented by Stefan Feulner on September 8th, 2023 | 07:00 CEST
Meeting climate goals in conflict: Who benefits from China's raw materials dominance? Rheinmetall, Defense Metals, BYD
In the ambitious pursuit to meet climate targets, both political and economic players are taking a risky step. The rapid shift away from fossil fuels in favor of alternative energy sources is leading to a marked increase in the consumption of metallic raw materials that are essential for building renewable and energy-efficient systems. In particular, copper, cobalt, nickel and rare earths, whose imports come mainly from China, are experiencing rising demand. Moreover, with the outbreak of the conflict in Ukraine, the defense industry's interest in these resources is intensifying. Producers of critical metals outside of China could emerge as winners in this development.
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Commented by Juliane Zielonka on August 31st, 2023 | 09:05 CEST
Strategic turning points in Chemicals, Automotive and Energy: Investment opportunities with Defense Metals, Volkswagen and BASF
Rare earths are becoming increasingly important due to digitalization, especially for the electronics industry. Defense Metals, a company from Canada, is focusing on the extraction of rare earths at the Wicheeda project. Geotechnical investigations are progressing rapidly in order to develop the valuable raw material. Volkswagen reports an impressive 17.9% increase in car sales in July. Nevertheless, the Company is lowering its annual sales forecast due to growing competition in China. Germany's energy transition is affecting major corporations like BASF. The US company Cheniere Energy will supply BASF with liquefied gas in the future. To adapt to the new market conditions, BASF has successfully completed the spin-off of its mobile exhaust catalyst and precious metal services businesses. The new site surprises.
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Commented by André Will-Laudien on August 14th, 2023 | 07:05 CEST
Greentech rally restarts again! Siemens Energy, Defense Metals, SMA and JinkoSolar - critical metals are in demand
Greentech stocks have been a hot topic since the Inflation Reduction Act (IRA) by the Joe Biden Administration. That is because, besides the EU, the US now also wants to step on the gas pedal significantly. It is all about investing in the future of climate protection. This primarily involves technologies for alternative energy generation, such as solar or wind power plants. Under the IRA, US investments in the future will be subject to a tax bonus. For industry, the key point remains the availability of strategically important metals, as they are as rare as they are highly sought after. Where are the opportunities for investors?
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Commented by Stefan Feulner on August 9th, 2023 | 08:40 CEST
BYD, Defense Metals, Rheinmetall - Rare opportunities
In the race to meet climate targets, both politics and business are entering uncharted territory. The rapid departure from fossil fuels calls for alternative energy sources, increasing dependence on metallic raw materials, especially copper, cobalt, nickel and rare earth metals. But these essential resources, predominantly sourced from China, pose not only economic but also security challenges for the West, as they also play a key role in armaments.
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Commented by Armin Schulz on July 31st, 2023 | 09:20 CEST
Bayer, Defense Metals, Alibaba - Stocks with doubling potential
Discovering stocks with high growth potential during difficult market periods is a challenging task. While there is no guarantee that a stock will double in value, certain factors can help identify companies with promising growth prospects. One effective approach is to focus on industries that offer growth opportunities even in adverse market conditions. Otherwise, examining fundamentals and ensuring the story fits the current spirit of the times is advisable. We have selected three possible doubling candidates.
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Commented by Fabian Lorenz on July 27th, 2023 | 08:05 CEST
Plenty of upside potential: Plug Power, Standard Lithium, Defense Metals
After Nel ASA exceeded sales expectations in the second quarter, Goldman Sachs recommended the stock as a buy. The price target is NOK 20, offering almost 50% upside potential. Now Plug Power is also recommended as a buy, and analysts see a significantly higher price potential. Experts see nearly 200% price potential for Standard Lithium after the Company published convincing drilling results. Not yet on the screen of analysts is Defense Metals. But this could change soon. The Company is developing an exciting rare earths project in North America, and the preliminary economic valuation of over CAD 500 million gives the stock plenty of upside.
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Commented by André Will-Laudien on July 12th, 2023 | 07:50 CEST
Prime Day at Amazon! Nvidia, Defense Metals, Infineon - No Artificial Intelligence without metals!
US Treasury Secretary Janet Yellen has concluded her four-day trip to China. The conclusion of the visit is quite positive on both sides, even if Yellen openly admits differences between the two world powers. Relations between Washington and Beijing have deteriorated significantly in recent years over trade and human rights issues, dealings with Taiwan, and a host of other issues. However, the supply situation of strategic raw materials remains an important issue. We examine buying opportunities in the high-tech sector.
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Commented by Nico Popp on July 3rd, 2023 | 08:15 CEST
Norway plans rare earths coup - but at what cost? Rheinmetall, Mercedes-Benz, Defense Metals
Tanks are rolling through Europe once again. Since February 24, 2022, the Ukraine war has kept the world on edge. But even on Germany's roads, vehicles weighing several tons are rolling around in the form of SUVs. While in China, a 700 kg city runabout is winning the hearts of customers, in Germany, even the lower middle class like to show off. Today we look at what this means for the hunger for critical raw materials, why Norway now wants to mine rare earths at the bottom of the sea, and what promising land alternatives exist.
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