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Commented by Stefan Feulner on June 26th, 2023 | 08:50 CEST

Best conditions for a summer rally - Defence Therapeutics, SMA Solar, Rheinmetall

  • Biotechnology
  • armaments
  • Energy

The German stock market reflects the current weather situation - bright to cloudy, with occasional dark clouds moving in, bringing thunderstorms and heavy rain. In the past few days, lightning struck companies such as Helma Eigenheimbau, Siemens Energy and Lanxess, which was reflected in price losses of well over 10%. Other companies were spared from the storm front and should continue to enjoy their place in the sun due to the positive news.

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Commented by Armin Schulz on June 21st, 2023 | 07:30 CEST

Volkswagen, Defense Metals, Rheinmetall - Dependence on China

  • Rare Earth Elements
  • Electromobility
  • rheinmetall
  • volkswagen
  • defense

Without rare earths, the energy transition fails. There would be neither electric cars nor wind turbines without the critical raw material, which has long been on the list of critical metals in Europe and the USA. But these applications are only the tip of the iceberg because this metal is also needed in the defense industry, smartphones, MRIs and many other high-tech devices. China processes the mined rare earths and has a near monopoly. Now that demand is increasing due to the energy transition and the BRICS countries are slowly breaking away from the US, alternatives should be sought. Today, we look at three companies that cannot do without rare earths.

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Commented by André Will-Laudien on June 14th, 2023 | 07:20 CEST

Despite the heat pump - uranium is in demand as never before! Rheinmetall, GoviEx Uranium, Palantir, C3.ai

  • Mining
  • Uranium
  • Software

Like a prayer wheel, green political ideas are raining down on the German industrial landscape - no more nuclear energy, but instead coal and gas. Historically high energy prices are to be accepted, even though wholesale prices are already below pre-war levels again and the energy mix is supposedly fed by more than 50% renewable energy. Because no one knows what the future holds for all this, major investment decisions by industry are now going against Germany. VW is investing EUR 10 billion in Spain, and BASF is doing the same in China. Valuable jobs that will no longer exist in Germany in the foreseeable future. What should investors keep an eye on to create at least sunny prospects in their portfolios?

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Commented by Juliane Zielonka on May 25th, 2023 | 07:30 CEST

Almonty Industries, Palantir, Rheinmetall - Stocks soar on innovative technologies

  • Mining
  • Tungsten
  • Technology
  • Software
  • AI

The demand for AI is unbroken in the economy. Clothing giant C&A, for example, has now chosen none other than Palantir to optimize its digital sales processes. Rheinmetall, too, seems to be taking unfamiliar paths. The armaments group is increasingly focusing on electromobility and is helping the German city of Cologne to get smart e-charging curbs. The increasing technologization of various industries is increasing the demand for a valuable metal: tungsten. The Canadian company Almonty Industries specializes in the precious raw material. It is now using its successfully piloted mining technology in Europe to get to tungsten production even faster.

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Commented by Stefan Feulner on May 17th, 2023 | 07:30 CEST

Newmont, Tocvan Ventures, Rheinmetall - The lights are green

  • Mining
  • Gold
  • Commodities
  • armaments
  • Defense

With a weaker-than-expected fall in inflation worldwide, plus a war in Ukraine that continues to escalate, the general conditions point to a long-term rise in the gold price above its all-time high reached weeks ago. With a threatened default in the United States, another argument for a gold bull market could now be added. Be prepared.

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Commented by Juliane Zielonka on May 12th, 2023 | 07:00 CEST

Tocvan Ventures, Palantir, Rheinmetall - Well equipped with gold, AI and defence

  • Mining
  • Gold
  • Silver
  • armaments
  • Technology

The US banking crisis continues to move in circles, this time in slow motion instead of at the record pace of 2008. Alternatives are needed to ensure that investors are well-equipped in these times. Precious metals like gold have always been an option. Tocvan Ventures, as an exploration company, offers a promising gold and silver project called Pilar in Mexico. The launch of Palantir's first AI platform, which is located in the defence sector, also sounds promising. In view of the profit forecast, the share price jumped by a whopping 22%. Significant price gains are also to be expected at Rheinmetall. An undisclosed major order will keep the cash registers ringing for the arms giant on the Rhine, even in times of peace.

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Commented by Stefan Feulner on May 8th, 2023 | 07:20 CEST

Strongly growing demand - Rheinmetall, Almonty Industries, Nio

  • Mining
  • Tungsten
  • Electromobility
  • Defense

The turn of the times and the resulting increase in military demand continue to fill the order books of defence companies worldwide. This trend will likely continue well beyond the current year due to the strategy of politicians enforcing peace with heavy weapons. Another boom that has just begun is the transformation of the transportation sector. Meeting the demand requires a significantly higher need for critical raw materials. However, the production facilities are primarily in Chinese hands. To maintain supply chains, alternatives in the Western world are fundamental.

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Commented by Armin Schulz on May 2nd, 2023 | 08:55 CEST

ThyssenKrupp, Defense Metals, Rheinmetall - US subsidizes rare earths

  • Mining
  • RareEarths
  • armaments
  • renewableenergies

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

  • Mining
  • RareEarths
  • renewableenergies
  • armaments
  • Electromobility

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 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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