RHEINMETALL AG
Commented by Stefan Feulner on July 14th, 2022 | 12:27 CEST
New opportunities for copper - Rheinmetall, Alpha Copper, Nordex
Last year, the expansion of renewable energies, for which copper is elementary due to its conductivity, proclaimed a new supercycle. The result was a new 10-year high for the red metal and prices above the USD 10,000 mark per ton. Currently, the specter of recession hovers over the markets, and the correction of the base price passed the 25% mark this week. However, copper will remain a scarce commodity in the coming years and the already tight supply will not be able to keep up with the substantial increase in demand. Thus, there is a second chance for investors in the long run.
Read
Commented by Carsten Mainitz on July 13th, 2022 | 14:32 CEST
Lynas Rare Earths, Defense Metals, Rheinmetall - The arms industry is booming
Since the end of February, a bitter war has been raging in Europe, with currently no end in sight. In the first weeks, attempts were made to stop the war with diplomacy, but this strategy is now off the table. Rearmament is the motto. NATO and its allies are supplying heavy weapons to Ukraine to stop the Russian aggressor. In addition, many Western countries, led by Germany, decided to increase their defense budget in the coming years. The primary beneficiaries of these measures, in addition to the arms corporations, are the producers of rare earth metals.
Read
Commented by Stefan Feulner on July 7th, 2022 | 14:13 CEST
K+S AG, Viva Gold, Rheinmetall, Hensoldt - Recession fears across the board
Increasing fears of a global recession are sending the capital markets into a tailspin. The DAX marked a new low for the year at 12,385 points, while the euro fell to its lowest level in almost 20 years against the US dollar due to weak economic data from the eurozone. In addition to the oil price, which has been booming for weeks, the precious metals markets also took a beating, with gold breaking below the psychologically important support zone at USD 1,800. Due to the partly exaggerated price reactions, however, there are long-term anti-cyclical buying opportunities.
Read
Commented by Stefan Feulner on July 6th, 2022 | 11:58 CEST
Rheinmetall and Hensoldt stumble, good opportunities in XPhyto and Deutsche Telekom
As a result of the shockingly weak economic data from the eurozone, the euro fell to its lowest level in almost 20 years with an exchange rate of 1.028 against the US dollar and is currently not far from parity. This crash was followed by European equities, with the DAX recording a new low for the year. Even last week's high flyers, defense stocks, were hit hard with double-digit daily losses. Despite the current correction, there are attractive long-term, anti-cyclical entry opportunities in many sectors at current levels.
Read
Commented by Armin Schulz on July 4th, 2022 | 12:12 CEST
Defense Metals, Nordex, Rheinmetall - The world does not work without rare earths
Even if many people do not know much about the term rare earths, every one of us uses them. Without rare earths, there would be no smartphones, no wind turbines, no solar energy, cars and other high-tech devices. China has a virtual monopoly on rare earths. We first saw what would happen if China stopped supplying rare earths in 2010 when Japan stopped receiving supplies for a month. Prices for products containing rare earths shot up by a factor of 10. For this reason, the raw material also appears on the list of strategic metals in the USA and Europe. The EU plans to present the Raw Materials Act this fall to reduce dependence on China for critical raw materials.
Read
Commented by Stefan Feulner on June 30th, 2022 | 10:09 CEST
Rheinmetall on the verge of a breakout, and MAS Gold and K+S with rebound opportunity
Due to the uncertain geopolitical situation regarding the Ukraine conflict and concerns about inflation getting out of hand, the most important stock market indices are again turning downward. Germany's leading index, the DAX, is once again struggling with the psychologically important 13,000-point mark. With the exception of defense stocks, there is downward pressure across the board. Fertilizer manufacturers, which initially benefited particularly from the sanctions against Russia, are also correcting sharply and offering interesting entry opportunities for long-term investors. The precious metals markets are also running into attractive buying zones.
Read
Commented by Nico Popp on June 23rd, 2022 | 12:59 CEST
SPD's Klingbeil: Germany as a "leading power" - Rheinmetall, Kleos Space, Airbus
Armaments were long considered the "grubby child" of the capital market. The trend toward ESG-compliant investments ensured that the defense industry was excluded from many investment instruments from the outset. But then came February 24 with all its consequences. In the meantime, even SPD party leader Lars Klingbeil has come out in favour of Germany assuming the role of a "leading power" in military and diplomatic matters. Although the connection between "leadership ordered" and "leadership received" in Germany under Federal Chancellor Olaf Scholz is not so clear so far, the political mills grind slowly, as is well known - especially in Germany. It is a good thing that rearmament is an international trend - at least for investors. We take a look at three stocks.
Read
Commented by Stefan Feulner on June 20th, 2022 | 10:57 CEST
A lot of movement at Rheinmetall, Aspermont and Deutsche Telekom
Stock markets around the globe continue to be in a downward spiral. Fears of a recession on the one hand and concerns about possible major interest rate hikes on the other have sent stock markets tumbling to new interim lows. In the process, the US markets, driven by technology stocks, entered a technical bear market last week with a loss of more than 20%. Nevertheless, most individual stocks are still clearly up since the lows in the wake of the Corona pandemic. Thus, in the current market environment, there are once again favourable entry opportunities in selected stocks.
Read
Commented by Fabian Lorenz on June 15th, 2022 | 13:47 CEST
Big bang for BYD and Rheinmetall: wallstreet:online insider buying
Investors need strong nerves at the moment. Stock markets worldwide are shaking, and it is not just technology stocks that are plummeting. But, there are also opportunities. It is important to check the portfolio and bet on the right shares. Rheinmetall seems to be unstoppable at the moment. Goldman Sachs sees significant upside potential, and the new Panther tank is causing a stir. Analysts are also optimistic about BYD, and speculation about a deal with Tesla is driving the share to a new all-time high in euro terms. wallstreet:online is a long way from that. But the business is going, insiders are buying shares, and analysts advise to buy.
Read
Commented by Stefan Feulner on June 13th, 2022 | 11:56 CEST
No bear market - Saturn Oil + Gas, BYD and Rheinmetall with new momentum
Due to the great uncertainties regarding the geopolitical situation and rampant inflation concerns, the markets are correcting drastically. The broad-based US leading index, S&P 500, is at the beginning of a bear market with a loss of almost 20% since the beginning of the year. While fear and panic prevail on the global stock markets, individual stocks from various sectors are moving in the opposite direction and even posting new highs. The seeds for further growth have now been sown at a growing oil producer.
Read