RHEINMETALL AG
Commented by Stefan Feulner on February 13th, 2023 | 20:09 CET
Rheinmetall, Almonty Industries, Lynas - Rearmament, now!
The decision on the Leopard deliveries to Ukraine has already been made, but now the discussion is turning to the provision of further heavy guns such as the "Panther" super tank developed by Rheinmetall. In addition, the NATO states are discussing the provision of combat aircraft. Once again, an important point is being forgotten. The production of these weapons systems requires critical metals, whose market is primarily dominated by China. The next dependency is thus preprogrammed.
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Commented by Armin Schulz on February 10th, 2023 | 12:40 CET
Defense Metals, Rheinmetall, Encavis - New technologies cannot do without this critical raw material
What do metal alloys, magnets, phosphors, ceramics, glass, catalysts and chemical processes need to function well? Rare earths - a critical raw material that is primarily processed in China. Without this raw material, there are no smartphones, computers, wind turbines or electric vehicles. There have been tensions between China and the United States for some time. If these tensions escalate and China stops its rare earth supplies, the Western world will have a problem. As demand for rare earths continues to rise, it is important to ensure sufficient supplies to meet the growing demands of the technology industry.
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Commented by Stefan Feulner on February 1st, 2023 | 18:17 CET
Rheinmetall, Defense Metals, Lynas - Time is running out!
Heavy weapons for peace. Tanks, submarines and fighter jets for Ukraine, whatever the cost. This scenario is the bitter reality right now and is being promoted across the board by Western politicians. It may not sound very understandable, but in order to guarantee peace, the world continues to arm itself. Companies in the armaments industry, now declared to be sustainable investment opportunities, are booming. With the seething conflict in Taiwan, tensions are again on the rise. With its raw materials, such as rare earth metals, China has the power to act. The West is frantically trying to reduce dependencies, which is impossible to achieve in the short term.
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Commented by Nico Popp on January 26th, 2023 | 20:07 CET
Gold and war - rethink now! Barrick Gold, Globex Mining, Rheinmetall
Gold is shining again. The weaker dollar and the existing geopolitical risks are boosting the precious metal. But how should investors invest? What opportunities are there off the beaten track? And: Given the crises, does gold have to be in the portfolio? We highlight three hot stocks and provide insights and outlooks on the gold price and the overall geopolitical situation.
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Commented by Stefan Feulner on January 13th, 2023 | 12:14 CET
Auxico Resources, Rheinmetall, Rock Tech Lithium - Important news
Fears of a global recession are still pervasive, and commodity prices are at moderate levels after the sell-off of recent months. In contrast, the price of lithium remains high. The reason is the continued strong demand from the electric car industry. However, the existing supply of lithium resources is scarce. The primary beneficiaries of this shortage, in addition to existing producers, are exploration companies that have already secured attractive properties. A similar phenomenon is occurring now with the critical commodity of rare earth metals.
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Commented by Stefan Feulner on January 4th, 2023 | 07:23 CET
Rheinmetall, Globex Mining, Brenntag - Just before the breakout
The themes of the past year are likely to continue to dominate the markets in 2023. Despite excellent prospects, shares from the renewable energy and electromobility sectors corrected strongly and are currently trading at attractive long-term levels. Due to strong demand from this sector and the strengthening of the defense sector since the Ukraine conflict, commodity producers benefit in turn. In particular, companies from the Western world are likely to move closer into focus here.
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Commented by Stefan Feulner on December 29th, 2022 | 09:24 CET
Nio, Altech Advanced Materials, Rheinmetall - Still on trend
The prevailing themes from last year will continue to be in vogue in 2023. Due to the political strategy of achieving peace through heavy weapons, the order situation for defense companies should improve even further. In addition, electric carmakers should continue to top the sales figures from the fiscal year ending in 2022. In terms of the efficiency of the battery, which is essential for electromobility, several companies worldwide are fighting for the crown. One German company has two hot irons in the fire.
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Commented by Juliane Zielonka on December 22nd, 2022 | 16:09 CET
Almonty Industries, Rheinmetall, Apple - Asia and Africa push business
Almonty Industries is creating the first underground LTE security network for mine workers and production equipment in cooperation with Korea Telecom. The technology will enable work at the Sangdong Mine to proceed more safely and quickly. Tungsten is used in smartphones and other applications. As one of the largest smartphone producers, Apple is expanding its business in India. 5% of iPhone production is to be handled from there. This is a consequence of the lockdown experience with China. Armaments giant Rheinmetall, on the other hand, is enjoying an order from South Africa.
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Commented by Stefan Feulner on December 13th, 2022 | 10:43 CET
Rheinmetall, Aspermont, BioNTech - Strong momentum
With its many drastic events, the turbulent stock market year 2022 is drawing to a close. With the Ukraine war, the change in monetary policy by central banks and rampant inflation, the year was characterized by strong uncertainty and high volatility, and it is almost certain to continue in the coming year. Nevertheless, the favourites are emerging more and more clearly from various sectors that should outperform the broad market in the months ahead.
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Commented by Stefan Feulner on December 1st, 2022 | 09:46 CET
BYD, Auxico Resources, Hensoldt, Rheinmetall - Prepared for the future
Russia's invasion of Ukraine at the end of February this year changed everything. While global stock markets fell into a state of shock, shares in defense companies boomed. With the arms buildup in the Western world, the future looks bright for companies that were still viewed critically before the war of aggression. However, in order to produce enough tanks, aircraft and other war equipment, the industry needs a variety of critical metals for which demand already exceeds supply.
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