GLOBEX MINING ENTPRS INC.
Commented by André Will-Laudien on November 14th, 2023 | 07:30 CET
Rapid energy transition, metals remain in demand! JinkoSolar, Globex Mining, BYD and VW under scrutiny!
"Goodbye Hydrogen" - that is how investors in H2 stocks might title their investment success in 2023. On average, shares in the booming sector lost up to 85% in 2021. But the year is not over yet. Plug Power shares were hit hard last week, experiencing a sell-off of over 35% after the Q3 figures. The fundamental environment was ignored for many months, but now gravity is returning and sending overvalued stocks into the cellar. It is an environment for buyers willing to conduct some analysis. We help navigate the figures.
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Commented by Armin Schulz on November 8th, 2023 | 07:30 CET
Deutsche Bank, Globex Mining, Barrick Gold - Enthusiasm for gold is back
Despite several interest rate hikes, the price of gold has recently risen to over USD 2,000 again. Even though the latest increase coincided with the attack on Israel, this is unlikely to be the reason for it. Instead, the high demand from central banks is responsible for the steady gold price. Within the first 9 months, the central banks bought a whopping 800 tons of gold. That is a new record. The geopolitical tensions could also turn more and more private individuals into so-called gold bugs, who are making provisions for crises and assuming that gold will continue to rise in the long term. As the Fed has paused interest rates, this could give the gold price a further boost.
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Commented by Juliane Zielonka on October 27th, 2023 | 07:00 CEST
Porsche share, Globex Mining, Bayer AG - Who offers the most profitable return?
Despite good figures, economic turbulence in the major customer China continues to make Porsche cautious about its forecasts for the coming year. The situation is quite different for the explorer Globex Mining, which has a mineral property with the valuable raw material vanadium in its portfolio. Vanadium is used in nuclear power plants, aircraft and spacecraft. Its 1% interest in a mineral property that can generate an expected annual free cash flow of USD 235 million for the next 21 years puts it in a good position. The net present value in this account from the interest is also positive. Bayer, on the other hand, has lost another glyphosate lawsuit. Find out what is so significant about this case here.
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Commented by Stefan Feulner on October 11th, 2023 | 09:10 CEST
Hensoldt, Globex Mining, Siemens Energy - The wind is turning
While major global stock indices took a beating following the intensified conflict between Israel and the Palestinian Islamist group Hamas, precious metals markets once again lived up to their reputation as a safe haven. After both gold and silver experienced a sharper correction in recent months, this event could be the starting signal for the next upward momentum.
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Commented by André Will-Laudien on October 5th, 2023 | 08:50 CEST
Hydrogen - further caution. Gold - strong buy! Nel, Plug and Nucera in the sell-off, consider increasing Globex Mining!
The year 2023 will go down in the history books as the anti-bull market for hydrogen stocks. Because of political declarations of intent, they were the most sought-after stocks on the stock market in 2019 and 2021. However, instead of public and private initiatives, hydrogen is becoming a specialized solution. Electrolysis, which is costly, makes sense where there is enough green energy and surplus available from the grid. In Europe, however, there is more of an energy problem, and expensive hydrogen cannot offer economic solutions. Investors are therefore rethinking and selling the still costly stocks. Mining and mining stocks have also fallen in 2023, but gold and strategic metals have an undeniable demand. Taking a look at Globex Mining could be worthwhile at this point. Here are some ideas for the active investor.
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Commented by Nico Popp on September 26th, 2023 | 07:20 CEST
Dry spell despite the Housing Summit? New safe havens ahead! Aroundtown, Vonovia, Globex Mining
Shares in real estate companies are once again on the rise. The reason: the interest rate break is here, and with it, the hope of falling capital costs. At the same time, industry representatives and the German government are struggling to find solutions at the Housing Summit. We shed light on the current situation in the real estate market, explain why politicians' promises are of little use and highlight alternatives in an industry that is currently in vogue for several reasons.
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Commented by Armin Schulz on September 18th, 2023 | 07:40 CEST
Deutsche Bank, Globex Mining, Vonovia - What are the consequences of the ECB's latest interest rate hike?
After a long period of zero interest rate policy, the ECB is stepping up the fight against inflation and last week raised interest rates for the 10th time in a row. The effects are very different. For banks, on the one hand, profit may increase via higher interest rates, but it may also decrease if fewer loans can be made. For commodities, the rise in interest rates in Europe could lead to a stronger US dollar. However, this is rather unlikely, as interest rates in the US are still higher. For the real estate sector, rising interest rates are poison. Loans are becoming more expensive, and thus, demand for real estate is falling. Today, we look at one company from each sector.
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Commented by André Will-Laudien on September 6th, 2023 | 10:10 CEST
Attention gold breakout, sell AI stocks? NVIDIA, Globex Mining, and JinkoSolar - these stocks are calling for a party!
Artificial intelligence (AI) stocks have recently seen gains of up to 500%. Fund managers worldwide jumped on the new megatrend, but now many investors are wondering what is next! We do not want to deny the revolutionary AI trends; they will dramatically change many things. But do these disruptive trends justify price-turnover ratios of over 40? NVIDIA, the main protagonist, recently managed to increase its market value to over USD 1 trillion. Yet, the Company only achieved sales of USD 26.9 billion in the last fiscal year, with profits falling by as much as 44%. This feels like an exaggeration that is probably not yet widely perceived. We take a deeper look.
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Commented by Nico Popp on August 28th, 2023 | 07:00 CEST
AI hype soon over? Deutsche Bank, NVIDIA, Globex Mining
In September 2022, NVIDIA and Deutsche Bank announced an innovation partnership focused on Artificial Intelligence (AI). The goal: to enhance and secure financial services. A lot has happened since last year's announcement. AI is seen as a productivity booster and "the next big thing." The prices of shares such as NVIDIA have also multiplied since then. This even makes partner Deutsche Bank uneasy. We highlight risks and show alternatives.
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Commented by Stefan Feulner on August 22nd, 2023 | 07:30 CEST
Full speed ahead - Continental, Globex Mining, Rheinmetall
Jackson Hole casts its shadow ahead. On Thursday, leading central bankers, including ECB Chief Christine Lagarde, will meet again to discuss the further interest rate strategy, taking into account the current inflation figures and the still looming recession. Positive signals concerning an easing of monetary policy could thus help the markets back into rally mode.
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