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RHEINMETALL AG

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Commented by Stefan Feulner on October 2nd, 2023 | 08:10 CEST

Rheinmetall AG, Almonty Industries, Commerzbank - A run-up to the end of the year

  • Mining
  • Tungsten
  • armaments
  • Investments

After a strong first half, the stock markets corrected in the third quarter, driven by continuing risks such as high inflation, rising interest rates and the weakening economy with existing recession scenarios. The commodity markets were also unable to decouple themselves from this. Nevertheless, there are opportunities for a year-end rally in the final quarter.

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Commented by Stefan Feulner on September 25th, 2023 | 08:10 CEST

Shell, Hard Value Fund, Rheinmetall - All for performance!

  • Oil
  • Sustainability
  • armaments

Sustainability is a significant and important topic. Due to recent developments, it is often associated with the environmental and social sustainability of financial products. However, investing purely based on these two criteria can cost investors dearly. For example, global leaders in the hydrogen sector, such as Plug Power, lost around 90% of their value within two years, while wind turbine manufacturer Nordex experienced a peak decline of around 70%. In contrast, fossil fuel producers such as Shell, BP and Exxon enjoyed a boom and were able to multiply their share prices over the same period. Whether investments should, therefore, be made exclusively in ESG-compliant stocks is more than questionable from a return point of view because many companies do not yet offer one thing: financial sustainability.

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Commented by Stefan Feulner on September 20th, 2023 | 07:40 CEST

TUI, Desert Gold, Rheinmetall - Is the next upward wave coming?

  • Mining
  • Gold
  • travel
  • armaments

Today is the day! Once again, the Federal Reserve Bank will tip the scales. Is there another interest rate hike, or, as the consensus expects, will the US central bank pause until further notice? In addition to the actual interest rate step, the markets also react to the statements of the FED members, in which direction they tend in the coming months. Many anticipate an end to the strict monetary policy and see the high interest rate level wavering due to the increased risks of a recession.

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Commented by Stefan Feulner on September 8th, 2023 | 07:00 CEST

Meeting climate goals in conflict: Who benefits from China's raw materials dominance? Rheinmetall, Defense Metals, BYD

  • Mining
  • RareEarths
  • Electromobility
  • armaments

In the ambitious pursuit to meet climate targets, both political and economic players are taking a risky step. The rapid shift away from fossil fuels in favor of alternative energy sources is leading to a marked increase in the consumption of metallic raw materials that are essential for building renewable and energy-efficient systems. In particular, copper, cobalt, nickel and rare earths, whose imports come mainly from China, are experiencing rising demand. Moreover, with the outbreak of the conflict in Ukraine, the defense industry's interest in these resources is intensifying. Producers of critical metals outside of China could emerge as winners in this development.

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Commented by Stefan Feulner on August 22nd, 2023 | 07:30 CEST

Full speed ahead - Continental, Globex Mining, Rheinmetall

  • Mining
  • Commodities
  • armaments

Jackson Hole casts its shadow ahead. On Thursday, leading central bankers, including ECB Chief Christine Lagarde, will meet again to discuss the further interest rate strategy, taking into account the current inflation figures and the still looming recession. Positive signals concerning an easing of monetary policy could thus help the markets back into rally mode.

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Commented by Juliane Zielonka on August 18th, 2023 | 08:00 CEST

Globex Mining, Deutsche Lufthansa, Rheinmetall: Share prices soar on the back of impressive deals

  • Mining
  • Gold
  • Copper
  • Aviation
  • armaments

Globex Mining achieves several deal highlights: The exploration company receives CAD 2 million in cash from Agnico Eagle for a land purchase, with further opportunity for a growing asset. Over 23 months, an additional CAD 6 million is expected to flow to Globex Mining. Then follows an option agreement with Tomagold Corporation on a Canadian gold property at Gwillin Lake near Quebec. Total payments of six figures are due over the next four years. In addition, shares in Tomagold will be transferred to Globex Mining. While German Foreign Minister Baerbock was more conspicuous for flight mishaps, the Lufthansa Group achieved an adjusted EBIT of around EUR 1.1 billion in Q2/23. The subsidiaries SWISS, Austrian Airlines, Brussels Airlines, Eurowings and Lufthansa Technik also posted record results. Furthermore, Rheinmetall is also taking to the skies - now supplying drones to Ukraine.

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Commented by Stefan Feulner on August 9th, 2023 | 08:40 CEST

BYD, Defense Metals, Rheinmetall - Rare opportunities

  • Mining
  • Tungsten
  • RareEarths
  • armaments
  • Electromobility

In the race to meet climate targets, both politics and business are entering uncharted territory. The rapid departure from fossil fuels calls for alternative energy sources, increasing dependence on metallic raw materials, especially copper, cobalt, nickel and rare earth metals. But these essential resources, predominantly sourced from China, pose not only economic but also security challenges for the West, as they also play a key role in armaments.

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Commented by Stefan Feulner on July 20th, 2023 | 07:30 CEST

Rheinmetall, Viva Gold, Palantir - Unstoppable

  • Mining
  • Gold
  • Software
  • armaments

Remember the stock market adage, "Sell in May and go away"? Those who would have said goodbye to the stock market this year would have missed out on a lot. Driven by AI hype, the Nasdaq technology exchange alone rose by almost 25%, while the S&P 500 climbed by around 13%. The crypto and precious metals markets also ended their winter hibernation and are on the verge of striking buy signals.

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Commented by Juliane Zielonka on July 13th, 2023 | 07:40 CEST

Defence Therapeutics, Bayer AG, Rheinmetall: Patents, price jump and billions of euros

  • Biotechnology
  • Pharma
  • armaments

The global biotechnology market is estimated to grow at a CAGR of 12.8% from 2023 to 2030. This has prompted Defence Therapeutics to secure numerous patents for their innovative platform technology ACCUM™. The platform is the linchpin for therapies in the fight against globally prevalent cancers such as lung, breast, and pancreatic cancer. Defence Therapeutics focuses on strengthening the body's immune system to defend against evil invaders. Cancer is also a topic at Bayer AG. The share price jumps as rumors circulate that the Group intends to divest its agricultural division - including Monsanto and the weedkiller suspected of causing cancer. Rheinmetall can report a further plus. Both the German and Dutch armies are ordering airborne vehicles worth billions. Whether these orders are intended solely for Ukraine will become clearer as the latest news unfolds regarding NATO's activities.

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Commented by Stefan Feulner on July 12th, 2023 | 07:35 CEST

This news drives share prices - Nordex, Globex Mining, Rheinmetall

  • Mining
  • Commodities
  • armaments
  • renewableenergies

There is continued growth in sales figures for electric vehicle manufacturers and an increasing order backlog for renewable energy and defense industry companies. Several companies have recently surprised positively, which should have a long-term impact on the previously weakened stock prices. Due to the growing demand for critical raw materials, the mining companies concerned should also be able to achieve new highs.

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