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Commented by André Will-Laudien on March 8th, 2022 | 11:03 CET

Rheinmetall, Altech Advanced Materials, Varta, Standard Lithium - Who can deliver?

  • Technology
  • Electromobility

Oil, gas, steel, and wheat - these are the goods that are becoming extremely scarce due to the Ukraine crisis. Scarce in the sense of expensive. Because, in the case of oil, OPEC does not yet want to adjust its production quotas. After all, they are currently earning splendidly with prices of up to USD 135 for Brent. Russia and Ukraine are important producers of steel and wheat, in addition to their 11% market share in oil and gas production. Steel is likely to be real short supply, as the start-up of several idle blast furnaces will take the West some time. And as for wheat, the futures market tells us it is up 46% this year. So it is clear the commodity rally and supply chain theme continues. Which companies should we be paying attention to?

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Commented by Fabian Lorenz on March 1st, 2022 | 11:40 CET

Nordex, Rheinmetall, Triumph Gold: Russia crisis causes price swings

  • Gold

Since last Thursday, war has been raging in the euro, and the world has been spinning faster. Over the weekend, Chancellor Scholz announced a new defense and energy policy for Germany in response to Russia's invasion of Ukraine. The German armed forces is to receive EUR 100 billion as special assets. In addition, according to Chancellor Scholz, NATO's 2% target is to be met in the future. Energy independence is to be increased by, among other things, two German LNG terminals. Finance Minister Lindner calls renewables "freedom energies." Accordingly, shares in Nordex and Rheinmetall were in strong demand on Monday. The price of gold also picked up, with Triumph Gold's shares posting double-digit gains.

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Commented by Stefan Feulner on February 25th, 2022 | 07:58 CET

Rheinmetall, Diamcor, Hensoldt - The scenario escalates

  • Diamonds
  • armaments

All the diplomatic attempts to resolve the situation in Ukraine peacefully have failed. Russia is already in eastern Ukraine with its troops, and the police are reporting fighting throughout the country. In his televised speech launching the war against Ukraine, Russia's President Putin threatens the West with a massive counterstrike. The markets fall into deep red territory. By contrast, the defense industry is benefiting alongside precious metals and oil. Orders should thus continue to rise over the next few years. After the expected sanctions, energy prices are also likely to explode, so there is no end in sight to the inflationary spiral.

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Commented by Carsten Mainitz on November 8th, 2021 | 13:05 CET

Triumph Gold, Barrick Gold, Rheinmetall - Precious metal stocks jump!

  • PreciousMetals

Despite persistently high inflation, the US Federal Reserve is still far from thinking about interest rate hikes. At least in the stimulus bond purchases, however, the central bankers will step on the brakes a little and, as of November, reduce the volume of currently USD 120 billion monthly by USD 10 billion each. The program will then end completely in the fall of 2022. In the wake of this decision, prices for precious metals rose. Gold rose above the important resistance of USD 1,800.

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Commented by Nico Popp on September 29th, 2021 | 10:18 CEST

Rheinmetall, Almonty Industries, Siemens Healthineers: Here the signs point to growth

  • Tungsten

In 2019, the world's nations spent a whopping USD 1917 billion on armaments. That is more than they have spent since 1988, stresses the Stockholm-based International Peace Research Institute. Germany increased its spending more than any other country in the process. The incidents in Afghanistan have shown that it is of great importance to be able to act if one wants to play a role on the international stage. The pandemic shows that health can also take on a global dimension. Here, too, experts expect rising expenditures. Reason enough to take a closer look at well-known representatives of both sectors.

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Commented by Carsten Mainitz on September 6th, 2021 | 10:44 CEST

Defense Metals, Nordex, Rheinmetall - These shares benefit from megatrends!

  • RareEarths

Rising corporate profits are an understandable driver for higher share prices. Therefore, positioning with stocks in sectors or with business models that benefit from long-term (mega) trends is a smart move. Renewable energies, electromobility, various areas of technology and rare earths are fields that will continue to grow significantly in the medium term. With the shares presented, you can profit from this.

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Commented by Nico Popp on August 23rd, 2021 | 11:03 CEST

Rheinmetall, Defense Metals, NEL: What can work in this market

  • RareEarths

The current events in Afghanistan show that countries will have to invest in their defense in the future in order to meet geostrategic requirements. Currently, the Bundeswehr is fighting tooth and nail against bureaucracy and time to save as many Germans or local forces and their families as possible from the Taliban. Modern equipment is just as necessary for this as efficient decision-making chains. In this article, we look at two defense-related companies and conclude with the current situation with NEL's hydrogen stock.

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Commented by Carsten Mainitz on April 29th, 2021 | 09:03 CEST

ThyssenKrupp, Defense Metals, Rheinmetall - Equipment for the portfolio

  • RareEarths

Every day, in our private and professional lives, we ask for products and services. And we expect "it" to work. When things do not go as planned for an extended period of time - and this does not necessarily mean a global pandemic that paralyzes supply chains - we feel the effects. In the following, we take a look at two areas that are essential for us: Energy and critical raw materials. We also have three pearls of return for your portfolio.

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Commented by Nico Popp on April 19th, 2021 | 07:35 CEST

Rheinmetall, Airbus, Almonty Industries: Potential lurks here

  • Tungsten

Certain industries may have a bad reputation, but they are still lucrative. Examples of these include the defense industry and aircraft manufacturing. Germany's military spending has risen steadily in recent years. The German government recently stepped it up a notch and spent EUR 51.4 billion on armaments in 2020. Given the consistent demand from the USA and NATO to further increase spending, defense companies are operating in an attractive market - demand is growing and growing and the market is also regulated.

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Commented by Nico Popp on April 1st, 2021 | 05:50 CEST

NIO, Defense Metals, Rheinmetall: These shares have catch-up potential

  • RareEarths

While Germany is facing a new lockdown rather than finally taking flight, the DAX has risen to over 15,000 points. What this shows: The market is already anticipating the post-pandemic upswing. Around the globe, societies are divided into two; those suffering from the pandemic and those that are pandemic winners. The latter sit on high reserves and are just waiting to finally spend their money again, which suggests a clear upswing. With stocks in a doze, this can lead to great opportunities.

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