RHEINMETALL AG
Commented by Armin Schulz on May 2nd, 2023 | 08:55 CEST
ThyssenKrupp, Defense Metals, Rheinmetall - US subsidizes rare earths
Rare earths have long been on the list of critical metals in the US and Europe. As tensions build between the US and China over Taiwan, it is important to remember how critical rare earths are. Currently, China has a virtual monopoly, especially in terms of refining. In addition to high-tech products such as smartphones, the critical raw material is needed for steel alloys, in the military and above all, for the energy transition, including electric vehicles. The US now wants to promote the mining of rare earths in its own country and rewards this with a tax credit of up to USD 30 per kg. We, therefore, look at 3 companies that rely on rare earths.
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Commented by André Will-Laudien on April 18th, 2023 | 08:50 CEST
With the shutdown of nuclear power plants comes the end of nuclear power! Siemens Energy, Defense Metals, Rheinmetall, E.ON - Greentech stocks on the rise
Now it is done. The German government is implementing the decision from 2011 with a slight delay due to the crisis and is taking the last three remaining nuclear power plants off the grid. Those who expected a blackout were proven wrong, at least over the weekend. Federal Economics Minister Habeck predicts a complete CO2 renewal for Germany and believes that Germany as an industrial location does not need nuclear power to be profitable. He also believes that electricity prices will fall again in the long run. The primary utility E.ON, however, did not hesitate to combine the nuclear phase-out with a hefty increase in electricity prices by about 45%. After all, what is currently easier to sell to end consumers than an imposed price squeeze that they no longer want to carry on their own books? Politically highly questionable, but a good opportunity for Greentech shares.
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Commented by André Will-Laudien on April 6th, 2023 | 09:50 CEST
Blackout in Germany! Siemens Energy, Myriad Uranium, Rheinmetall - We are shutting down the reactors!
Only three more weeks until the final shutdown of the last 3 nuclear reactors in the Federal Republic of Germany. How nice that we can rely on supplies from France, Belgium and the Czech Republic to meet our electricity needs in the future. The traffic light coalition in Berlin obviously believes that this is a service to the German citizens. Wrongly thought: both on the cost side of energy purchasing and on the safety side, the elected politicians are once again doing us a disservice. The bottom line is that electricity prices will continue to rise, the implementation of e-mobility will become increasingly questionable, and the security situation at the borders of our republic will become more and more precarious because we should not be fooled into thinking that a Czech reactor poses fewer risks than the Isar 2 nuclear power plant in Ohu. How can the equity investor still profit?
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Commented by Nico Popp on April 5th, 2023 | 08:05 CEST
Opportunities for latecomers: Rheinmetall, BYD, Almonty Industries
The Rheinmetall share has been on a rollercoaster ride since the outbreak of the war in Ukraine. Recently, however, the share price has risen significantly. We explain the further perspective, provide alternatives, and shed light on a possible insider tip. In advance, it should be noted the opportunities beyond well-known stocks are great. However, investors need to consider a few details.
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Commented by Stefan Feulner on April 4th, 2023 | 16:51 CEST
Winners of the supercycles - Rheinmetall, Defense Metals, BYD
Rare earths are indispensable for the production of high-tech products in the defence industry and electromobility due to their unique physical and chemical properties. China controls around 80% of the global output and thus has a key role in the global supply chain. Dependence on China poses a security risk, as the country could restrict access to rare earths or use them for political purposes. Therefore, diversifying supply chains and exploring alternative sources of rare earths is of great importance to ensure long-term security of supply.
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Commented by Stefan Feulner on March 21st, 2023 | 08:37 CET
Varta, Aspermont, Rheinmetall - Full speed ahead for expansion
Changing conditions in terms of broken supply chains, high raw material prices and an uncertain geopolitical situation have put many companies in dire straits since the Corona pandemic, leading to a collapse in sales and liquidity bottlenecks. Nevertheless, few managed to adapt their business models to emerge stronger from the crisis.
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Commented by Nico Popp on March 14th, 2023 | 11:31 CET
Great opportunities, low risk: Vonovia, Canadian North Resources, Rheinmetall
Nervousness is back! Investors worldwide fear a new banking quake, and not just since the SVB settlement in the US. But the situation is anything but clear-cut in other respects as well: surprisingly good economic data and recalcitrant inflation could cause interest rates to rise further - and trigger renewed turmoil. We highlight three safe bets from yesterday and today and explain where an investment might still be worthwhile.
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Commented by André Will-Laudien on March 13th, 2023 | 13:12 CET
Armaments and e-mobility! Rheinmetall, Almonty Industries, Mercedes-Benz - Rare raw materials in demand as never before!
The climate and energy transition are taking their toll. Long approval phases, too little exploration and a lack of investment capital have caused the supply of raw materials to decline over the past 10 years. These deficits are increasingly showing up as a problem for industry. In copper alone, there is a USD 100 billion investment deficit. In the EU, it is estimated that there is an investment backlog of EUR 300 billion to even come close to achieving the proclaimed climate targets. To reach climate targets, copper, nickel, lithium, zinc, special metals like tungsten, and rare earths are needed. Which values should you bet on now?
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Commented by André Will-Laudien on February 28th, 2023 | 15:23 CET
Nuclear power, yes please! GoviEx Uranium, Rheinmetall, BYD, NIO - Important power for e-mobility!
Currently, 47 nuclear reactors in the Chinese pipeline are scheduled to come on stream within the next eight to ten years. In a global comparison, this puts Beijing at the top of the international planning list, followed by Russia and India. At last count, four nuclear power plants were under construction worldwide in 2020. In Germany, electricity generation from renewable energies continues to increase every year, while the electricity yield generated with the help of nuclear power continues to fall. This increases the costs for the German energy supply more and more, but the Berlin traffic lights are not interested in this. According to announcements by the German government, all nuclear reactors are to be shut down by April 2023 as part of the energy transition. What do investors need to pay attention to now?
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Commented by Nico Popp on February 27th, 2023 | 14:50 CET
Mercedes-Benz, Almonty Industries, Rheinmetall - New battery trend from Korea
Major companies like Mercedes-Benz are fully committed to electric mobility. This can be seen in the numerous initiatives to open factories worldwide. Whether in Hungary, Thailand or Germany, Mercedes is planning a dense network of battery factories. But where are the raw materials coming from? And which batteries will prevail in the future? We provide an overview and highlight a new battery trend from South Korea.
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