SALZGITTER AG O.N.
Commented by Fabian Lorenz on October 22nd, 2025 | 07:30 CEST
SHARE PRICE EXPLOSION for commodity gems!? Nordex, Aurubis, Salzgitter, and Power Metallic Mines!
Shares in the commodities and precious metals sector have been unstoppable in recent weeks. Power Metallic Mines could soon become an explosive latecomer to the rally. There are good reasons for this, as the CEO recently made clear. At Aurubis, the rally appears to be over for now. Analysts are skeptical, and the major shareholder is cashing in his shares - albeit in an unusual way. So should you sell now, too? The past few months have been unusually positive for Nordex. There is currently no sign of a slump in the wind business. What are analysts saying after the latest order intake?
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Commented by Fabian Lorenz on July 22nd, 2025 | 07:20 CEST
Defense hype, high-tech hope, valuation question: RENK, Salzgitter, and Argo Graphene Solutions
Three shares, three stories – ranging from high-tech hopes to defense-driven fantasy to valuation concerns. Argo Graphene Solutions is bringing the "miracle material" graphene to the construction industry. The stock is on an upward trend. If the rollout is successful, a multi-fold increase is possible. At Salzgitter, hopes for a revaluation based on defense fantasies evaporated after a sharp forecast cut; however, the price loss may have been excessive. And RENK? The defense supplier remains in demand, but valuation concerns are growing. Where is it still worth getting in?
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Commented by Stefan Feulner on July 21st, 2025 | 07:05 CEST
Salzgitter AG, Volatus Aerospace, and Rheinmetall with spectacular news
The defense industry continues to shine with strong momentum. Despite some overly ambitious valuations, companies such as Rheinmetall, RENK, and Hensoldt are trading close to their historic highs. And analysts are still outdoing each other with ever higher price targets. Caution is advised with established arms and ammunition manufacturers. In contrast, young companies with innovations from niche markets are growing and have further potential.
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Commented by Stefan Feulner on July 14th, 2025 | 07:15 CEST
Salzgitter AG, Argo Graphene Solutions, Huntington Ingalls Industries – In the right place at the right time
Driven by geopolitical tensions, billions are flowing into new defense technology. At the same time, a massive infrastructure program is underway – from rail networks to the energy transition. What is being sold politically as security and progress is fueling speculation on the stock market. Defense companies and construction groups are moving into the spotlight of investor interest. Both sectors are benefiting from long-term contracts and government support. Despite the recent boom, many companies still have moderate valuations and offer further upside potential.
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Commented by Fabian Lorenz on March 7th, 2025 | 06:55 CET
100% RALLY! And now? Renk, Salzgitter, and AppLovin partner MiMedia
Can it continue to go up after a 100% rally? There is a lot to suggest that the still largely unknown MiMedia stock could keep going. The cloud pearl is on the verge of a revenue leap and is relying on AppLovin to monetize its cloud services – itself an AI highflyer but now overvalued. MiMedia, on the other hand, wants to start scaling in the current year. Salzgitter caused a stir on Wednesday with a share price jump of over 15%. Even though profits were taken yesterday, analysts see further upside potential for the stock. Could a revaluation be possible? There are good reasons for profit-taking after Renk's 10% rally this year, but the stock wants to keep rising. Deutsche Bank recommends buying, but there is a big catch.
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Commented by Stefan Feulner on March 31st, 2022 | 10:30 CEST
K+S, Saturn Oil + Gas, Salzgitter AG - Growth market for raw materials
The specter of inflation has been growing since the outbreak of the Corona pandemic and the unlimited money printing by central banks. According to the minutes of the monetary authorities, inflation was only temporary. But far from it, inflation will remain permanent and hit even harder than feared. Support is also coming from the sanctions imposed against Russia. As a result, the supply of oil, gas and many other commodities is becoming tighter, and prices are skyrocketing. And do not take the word of a central banker again who wants to explain to you that this time inflation is only temporary.
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Commented by Stefan Feulner on March 29th, 2022 | 11:25 CEST
BYD, Meta Materials, Salzgitter AG - Unabated rise
Inflation is rising relentlessly and is likely to last far longer than predicted by the monetary authorities at the beginning of the year. The Russian war of aggression in Ukraine and the resulting sanctions have caused extreme price increases for energy and raw materials. Trade flows and supply chain relationships have also been severely impaired. Uncertainty about further economic developments remains high, but the price increases due to the escalation of the Russia-Ukraine conflict are only partially reflected in the inflation rate to date. As a result, the industry can expect higher costs in the coming months. By contrast, producers of various materials are benefiting.
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Commented by Carsten Mainitz on December 10th, 2021 | 11:26 CET
BASF, Kodiak Copper, Salzgitter - Inflation stays longer
For the first time in almost 30 years, the German inflation rate rose above the 5% mark in November. According to an initial estimate by the Federal Statistical Office, goods and services cost 5.2% more than a year earlier. Energy and raw material prices, which have risen sharply, account for a major share of this increase. Given the increased demand for special materials to achieve the energy turnaround, the trend is likely to be confirmed in the coming years.
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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 Stefan Feulner on November 1st, 2021 | 13:20 CET
Bayer, MAS Gold, Salzgitter - Positive turnaround
At chemical and pharmaceutical giant Bayer, the mood continues to brighten following the important decision of the European Patent Office. Also, the number season, which has been running for weeks, gives the markets an additional boost with solid figures and forecast increases. New highs in the most critical global stock indices are the result. On the other hand, the high inflation rates are a cause for concern, although they continue to be underestimated by the monetary watchdogs. The still weak precious metals markets could therefore experience a boom in the coming months.
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