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Commented by Juliane Zielonka on April 13th, 2023 | 10:57 CEST

Almonty Industries, Rheinmetall, Mercedes-Benz Group - Why the metal tungsten is pushing the energy transition

  • Mining
  • Tungsten
  • Electromobility
  • renewableenergies

South Korea is supporting its economy by building new nuclear power plants. In this context, the country has entered into a cooperation with Great Britain to jointly use and further develop renewable energies and their technologies. For Almonty Industries, this means two more potential customers for its mineral, tungsten. Due to its extreme resistance, tungsten is also used in the construction of nuclear reactors. Meanwhile, Rheinmetall has won a new major order from China. And the Mercedes-Benz Group share also bodes well for global sales thanks to Q1/23 results.

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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!

  • Mining
  • Uranium
  • Defense
  • renewableenergies

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 Juliane Zielonka on April 5th, 2023 | 12:31 CEST

Mercedes-Benz, Canadian North Resources, Rheinmetall: Canada leads the way in raw material supply for electromobility

  • Mining
  • Commodities
  • PreciousMetals
  • Investments

The energy turnaround is prompting German carmakers such as Mercedes-Benz and defence companies such as Rheinmetall to further expand their search for precious metals. In particular, the Stuttgart-based DAX-listed company has chosen the treasure-rich country of Canada as a cooperation partner for the guaranteed supply of nickel, lithium and cobalt. For explorer Canadian North Resources, such agreements are ideal as the Company pushes ahead with its 100% owned Ferguson Lake nickel, copper, cobalt, palladium and platinum project: further drilling is promising.

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Commented by Nico Popp on April 5th, 2023 | 08:05 CEST

Opportunities for latecomers: Rheinmetall, BYD, Almonty Industries

  • Mining
  • Tungsten
  • Electromobility
  • armaments

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

  • Mining
  • RareEarths
  • armaments
  • Electromobility

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

  • Innovations
  • Technology
  • Defense

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

  • Mining
  • Commodities
  • Investments
  • Defense

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!

  • Mining
  • Tungsten
  • RareEarths
  • Electromobility
  • climatechange

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 Juliane Zielonka on March 3rd, 2023 | 10:00 CET

Rheinmetall, Defense Metals, BASF - Rearmament in the defense industry, restructuring in the chemical industry

  • Mining
  • RareEarths
  • Defense
  • chemicals

A new chapter can begin for Ukraine's defense. Rheinmetall will supply the country with border surveillance technology. Analysts raise the share price target from EUR 240 to EUR 300. A solution to the conflict with Russia is not in sight, so demand for rare metals urgently needed in armaments is rising all the higher. This is where Defense Metals comes into play. The Canadian explorer has initial data from the crushing samples and can now better estimate the costs for the feasibility study. BASF is also concerned with costs. The Company put its red pen to work and cut 2/3 of its jobs, especially at a site in Germany. A planned agar project in the US has also been suspended until further notice.

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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!

  • Mining
  • Uranium
  • Defense
  • renewableenergies

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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