RHEINMETALL AG
Commented by André Will-Laudien on April 17th, 2024 | 06:30 CEST
Discount battle over: Commodities on the counter-offensive! Rheinmetall, Power Nickel, BASF and Varta in focus
Since the bombing of Israel by Iran, the clocks are ticking differently in the Middle East. The next stage of escalation has been reached. If Israel now uses the right to defense as an opportunity to initiate something bigger, it is here: the conflagration. Gold and silver are shining as safe-haven currencies and pulling long-neglected commodity shares through the roof. Now is the time to keep the sails in the wind and ride the long-awaited upward momentum. In the energy transition, strategically safer jurisdictions that can safely serve the growing hunger for commodities are still in demand. We highlight a few opportunities.
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Commented by André Will-Laudien on April 15th, 2024 | 06:30 CEST
Threat to Europe, Demand for Defense Persists! Rheinmetall, Almonty Industries, Renk and Hensoldt
Europe is gearing up, as since February 24, 2022, peace has become a thing of the past. Europe lived in harmony for a whole 77 years, with the exception of the warlike dissolution of Yugoslavia as a regional conflict. Today's world resembles the situation in the 1970s and 1980s, as the Iron Curtain is re-establishing itself as a political border. The old world order that has prevailed since the end of the Cold War has been shattered by Russia's invasion of Ukraine. Consequently, NATO has regained a new role; after years of disarmament, it has now become a sought-after defense alliance. The accession of Finland and Sweden now strengthens the alliance towards the east. What now looms large is rapid rearmament! Where can investors still participate?
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Commented by André Will-Laudien on April 4th, 2024 | 07:30 CEST
React now: Reap armaments soon and reinforce hydrogen! Rheinmetall and Hensoldt versus Plug Power and dynaCERT
The stock market is currently very selective. Artificial intelligence and armaments will continue to be favored, while hydrogen and lithium stocks remain unpopular even after Easter. That is just the way it goes; the market gives and takes. All sectors under consideration have already generated several hundred percent returns over the past two years, but timing has always been crucial. We analyze the current situation based on trends and indicators. The time for a tactical reallocation seems imminent.
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Commented by Juliane Zielonka on March 28th, 2024 | 08:50 CET
Rheinmetall, Almonty Industries, Bayer AG - Arming up for defense with these stocks
The European Union is providing the defense group Rheinmetall with a total of EUR 130 million for ammunition production. The German company is one of six EU projects that are being funded in a special program to stockpile enough artillery pieces and secure supply chains. Here, Almonty Industries comes into play. Almonty specializes in the exploration, extraction and production of tungsten in two European countries, including Spain and Portugal. Tungsten is used in particular for ammunition. Almonty Industries also operates five mining projects, one of which is the largest tungsten project in South Korea. The increasing demand for the critical metal will soon cause the price of tungsten to skyrocket, as defense is becoming increasingly important for the countries and continents involved in the face of geopolitical tensions worldwide. Defense is also a topic at Bayer. The cancer drug Nubeqa supports the body's immune system in the fight against prostate cancer. Following the recent pipeline flop with Asundexian, the drug has great blockbuster potential and could bring billions of euros into the Company's coffers. Read more about why this is so important for Bayer at the moment.
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Commented by Fabian Lorenz on March 27th, 2024 | 08:45 CET
Shares in Focus: TUI, Rheinmetall, and Defense Metals with good reasons for price increases
The TUI share was one of the top performers on the German stock market yesterday. The EUR 7 mark was exceeded, making things exciting on the chart. Analysts expect significantly higher prices for the tourism group. Rheinmetall shares are among the top performers of the year. An end to the price increase is not in sight. The armaments group has announced a new order worth billions. The manufacture of armaments, aircraft, cruise ships and numerous other high-tech products would not be possible without rare earths. However, most of these come from China and Russia. This makes the Defense Metals share interesting. The Company is making great strides with its rare earths project in Canada. The share should also benefit from this progress.
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Commented by André Will-Laudien on March 26th, 2024 | 07:30 CET
The race begins! Beating DAX records with BYD, Altech Advanced Materials, Hensoldt and Rheinmetall
The DAX 40 index is setting new records almost daily, following the bullish lead from the US. Artificial intelligence (AI), armaments, crypto and high-tech are the top themes on the stock markets. Nobody wants to know anything more about hydrogen, and e-mobility has also seen better days. It can be profitable to examine the sought-after stocks with a fundamental magnifying glass. Often, hints about where the journey is heading can be found there. We focus on some of these stocks.
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Commented by Stefan Feulner on March 25th, 2024 | 07:00 CET
Siemens Energy, Carbon Done Right Developments, Rheinmetall - Light at the end of the tunnel
Due to the global arms race and the shift in focus, defense stocks such as Rheinmetall and Hensoldt are currently all the rage on the stock market. Unfortunately, this trend will likely continue over the next few years as orders increase. In contrast, another fundamental topic, climate change, is currently receiving little attention, at least in the markets. Renewable energy companies have been correcting for months but are currently increasingly working on bottoming out. In the long term, this presents anti-cyclical entry opportunities.
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Commented by Stefan Feulner on March 20th, 2024 | 07:15 CET
Pure growth - Super Micro Computer, Royal Helium, Rheinmetall
After weeks of chasing records, equities, precious metals, and cryptocurrencies are taking a breather, at least in the short term, ahead of today's decision by the US Federal Reserve. The current key interest rate decision and, above all, the Fed's quarterly projections on economic development, interest rates, and inflation will likely continue to shape events afterwards. The pause will likely be short-lived if positive signals regarding earlier than planned interest rate cuts are announced.
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Commented by Armin Schulz on March 19th, 2024 | 07:00 CET
Volkswagen, Defense Metals, BYD, Rheinmetall - China's weapon in the tech race
In the shadow of global power rivalries, rare earths play a crucial role, not only for the defense industry, but also for the booming electric vehicle market and the production of catalytic converters in the automotive industry. These metals are the invisible backbone powering high-tech devices and are of strategic importance for the global economy and security. China's dominance in extracting and processing such resources - as illustrated by Deng Xiaoping's statement: "The Middle East has oil. China has rare earths." - sheds light on potential geopolitical tensions and highlights the importance of supply chain diversification and resilience.
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Commented by André Will-Laudien on March 12th, 2024 | 07:15 CET
Profit-taking in Defense and AI - What else is going on? Rheinmetall, Almonty Industries, Renk and Hensoldt
Armaments stocks have been on the sunny side in the current year, 2024. Investors in this segment clearly outperformed the DAX 40 index. Due to the geopolitical situation and a redefined EU security policy, investors have rediscovered the sector. NATO member states are being called upon by the US to strictly adhere to or further increase their percentage of gross domestic product invested in defense. Donald Trump, who may return, wants to deny renegade allies the backing of the US in an emergency. Although nobody believes in this scenario, the announcement has had the effect that orders for new armaments technology have reached a new all-time high. Which shares are still in focus?
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