GLOBEX MINING ENTPRS INC.
Commented by Armin Schulz on March 10th, 2025 | 07:55 CET
thyssenkrupp, Globex Mining, Super Micro Computer – Defense, critical raw materials, and the AI boom drive profits
As the world moves towards a new era of tariffs, resource wars, and technology hegemony in 2025, there are three companies that can profit from the current hot topics. The EU has not only expanded its list of critical raw materials but has also announced billion-euro investments in domestic supply chains. This shows how important access to critical raw materials is for keeping one's economy running. Thyssenkrupp is taking advantage of the demand for high-security technology for maritime projects, Globex Mining is controlling key raw materials for high-tech projects and decarbonization, and Super Micro Computer is cooling the servers that are making the AI boom possible in the first place.
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Commented by Fabian Lorenz on February 20th, 2025 | 07:10 CET
Renk in a SUPERCYCLE! Elon Musk wants gold! USD 3,500 an ounce? Barrick off to a good start, but Globex Mining does better!
Will Renk shares soon reach an all-time high? The EUR 30 mark was broken yesterday. According to analysts, the defense stock will likely continue its FOMO rally. Like Hensoldt and Rheinmetall, the transmission manufacturer is in the supercycle. There is also news from Elon Musk. He wants to examine US gold reserves! This is once again leading to conspiracy theories – this time, the question is whether there is actually gold in Fort Knox. Meanwhile, experts see the gold price marching towards USD 3,500. The rally has now even reached the crisis-stricken Barrick Gold, with the stock climbing after recent announcements. Is all the bad news priced in? The stock of Globex Mining is performing significantly better than Barrick. And at the mine incubator, the price is being driven by positive newsflow. With its risk-diversified commodity portfolio, the stock still has potential.
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Commented by Juliane Zielonka on February 14th, 2025 | 06:45 CET
Globex Mining, Intel, D-Wave: AI Revolution Drives Resources and Semiconductor Market
The course for the future of AI was set this week in France, where 1,500 representatives from politics and business gathered for the international AI summit. The AI revolution is driven by immense energy and semiconductor demand that Europe, with its current energy policy, cannot fulfil. The commodities rally for energy generation is gaining momentum to power the immense data centers. Ideal timing for the explorer Globex Mining, which, with its portfolio of strategic commodities, is a mineral bank for investors. With a strong diversification of commodities and precious metals, there is something for practically every energy requirement. Intel, on the other hand, could experience a recovery through cooperation with TSMC. The stock suffered a 60% decline last year. Quantum computing pioneer D-Wave demonstrates that practical applications of the technology are already in use today. In an open letter, CEO Baratz addresses investors.
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Commented by Armin Schulz on February 6th, 2025 | 07:00 CET
Deutsche Bank, Globex Mining, Rheinmetall – High-flying stocks for good reason
Amid geopolitical tensions, the looming trade war, and interest rate cuts by the ECB, there are still stocks that are not deterred by all the challenges and continue to rise. These high-flyers have either structured their business well or are taking advantage of megatrends such as commodities, which could be at the beginning of a supercycle, or the supply of defense equipment, which is in high demand given the tensions in the world. Investors who identify emerging trends early can make a lot of money, but those who enter the market later can still profit. The prerequisite for this is always a look at the fundamentals.
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Commented by Fabian Lorenz on January 22nd, 2025 | 07:15 CET
Caution advised with Nordex and Plug Power! Momentum stock Globex Mining continues to rise!
The stock of Globex Mining is currently very momentum-driven. With its gold projects, the mining incubator is one of the winners of the Trump presidency. Additionally, there is more positive news from its risk-diversified resource portfolio. The chart also looks positive. The stock is marching towards its all-time high and remains attractively priced. In contrast, there has been a shock at Nordex! In his inaugural speech, the new US president has already put pressure on the wind energy sector, which he despises. If it were up to him, all wind projects in the US would be stopped! Furthermore, news from the industry adds to the strain. Plug Power is also among the Trump losers. At least the outgoing US president left a farewell gift worth billions. What is next for these shares?
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Commented by Juliane Zielonka on January 16th, 2025 | 07:10 CET
BASF, Globex Mining, BP – Industrial giants in transition: Billion-dollar lawsuits, the lithium boom, and the turbulence of the energy transition
The global raw materials and energy industry is undergoing a profound transformation: established oil companies like BP are struggling with profit warnings and feeling the pain of the transformation that the energy transition and changing demand are forcing upon them. The goal is to include more renewable energy sources in the portfolio. The existing shareholders are not particularly enthusiastic about this. Meanwhile, the increasing demand for electric mobility is opening up new opportunities in the raw materials sector – the Canadian company Globex Mining is scoring points here with a clever business model and promising lithium discoveries. Investors benefit from the mining company's numerous properties and extensive raw materials portfolio. In contrast, BASF has filed a lawsuit against competitors in the amount of EUR 1.4 billion at the Munich District Court. Four companies are said to have made unfair price agreements; BASF wants fair competition. Read more about the strategies of the three global players.
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Commented by Armin Schulz on December 27th, 2024 | 07:10 CET
Volkswagen, Globex Mining, Novo Nordisk – Here are the opportunities for the coming year
The vbw commodity price index recorded a remarkable increase of 4.4% in October 2024 compared to the previous month – an increase of 18.4% year-on-year. On the one hand, this is surprising, as the economy has reportedly noticeably slowed down. On the other hand, geopolitical tensions seem to be causing overcompensation. Raw materials are the engine of the economy, and it is not for nothing that the price of copper is considered a leading indicator of economic activity. In times of export restrictions, it is clear how dependent the world is on China and Russia. Without the crucial raw materials, production comes to a halt. We take a look at three companies and assess whether they are well-positioned in the raw materials sector for the upcoming year.
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Commented by Fabian Lorenz on December 18th, 2024 | 07:00 CET
Watch out for Renk! TUI and Globex Mining share strong!
The Globex Mining share has performed positively in recent weeks. By investing in the mining incubator, investors can benefit from the commodities boom with a diversified risk profile. Chart-wise, there is upside potential, and the share buyback provides downside protection. In contrast, things are not looking good for Renk. The stock is performing significantly worse than Rheinmetall and Hensoldt. Now, analysts are also slashing their price targets. On the other hand, things are going well for TUI. The latest figures have convinced analysts. However, the first clouds are on the horizon. Is the travel boom waning? Analysts are divided.
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Commented by André Will-Laudien on December 12th, 2024 | 07:30 CET
Find the 100% opportunities for 2025! Rheinmetall, Renk, Globex Mining, C3.ai and Palantir in focus
After a 30% rise in prices in the major indices since the beginning of the year, investors are asking themselves how they can weatherproof their portfolio for 2025. On the one hand, a well-defined stop strategy for overheated high-tech stocks is an option. Therefore, the topic of trailing stops should be studied in more detail and implemented. For new investments, there are always interesting setbacks to get back in on the next party. This scenario currently applies to the defense stocks Renk and Rheinmetall. Globex Mining covers almost the entire range of strategic metals that are indispensable for high-tech and defense manufacturers. Furthermore, some AI stocks like Palantir or C3.ai deserve a critical look. Accumulated profits could quickly disappear again here. We are delving deeper into the analysis.
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Commented by Juliane Zielonka on November 29th, 2024 | 07:00 CET
RWE, Globex Mining, Plug Power - Energy transition: Euphoria, disillusionment, and investment opportunities
The path to a sustainable energy supply is not linear but is characterized by successes, setbacks and surprising developments. Despite possible supply risks, the German energy giant RWE is posting record earnings of EUR 4 billion (EBITDA) and is a thorn in the side of the Federal Cartel Office due to its market dominance. With its "mineral bank" model, mining specialist Globex Mining proves how traditional commodity businesses can also develop sustainably. The mining sector faces a double challenge: on the one hand, the industry contributes massively to the increased carbon footprint, while on the other hand, it is indispensable for the energy transition, as the demand for metals for batteries and renewable energies is increasing dramatically. With over 252 projects and smart royalty rights, Globex Mining is growing continuously, and its enterprise value is increasing. Hydrogen pioneer Plug Power, on the other hand, is struggling with a significant 20% revenue drop despite ambitious growth targets. "Hope dies last," one thinks when considering the perseverance of Plug Power's management. Where do investment opportunities lie?
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