THYSSENKRUPP AG O.N.
Commented by Nico Popp on July 10th, 2025 | 07:10 CEST
German government kicks off hydrogen boost: Rheinmetall, thyssenkrupp, First Hydrogen
The German government is stepping on the hydrogen gas pedal: Simplified approvals and accelerated construction of electrolysers, import terminals, pipelines, and storage facilities are intended to make German industry fit for the future. Hydrogen is of "overriding public interest," according to a draft law obtained by the news agency dpa. This is good news for companies in the hydrogen economy that have gained momentum in recent years. Planning security can give the emerging industry the boost it needs, and it is essential for the transformation of German industry.
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Commented by André Will-Laudien on July 8th, 2025 | 07:20 CEST
Attention: Critical Metals as Future Boosters! thyssenkrupp, Power Metallic, Hensoldt, and Nordex
The start of the second half of the year is bringing new record highs, but volatility remains high. The stock markets are currently in turmoil, with prices changing direction almost daily. This is driven by new headlines about trade tariffs, geopolitical power games, and the question of global security. While the world is currently focused on armed conflicts, a key issue is increasingly coming to the fore for stock market traders: critical metals. These raw materials, ranging from rare earths and copper to gallium and titanium, are the backbone of modern technologies, green transformation, and military strength. In the defense industry, shortages of critical metals could now become a strategic risk, a fact that many still underestimate. Western industrialized nations are therefore increasing efforts to secure raw material sources and reduce their dependence on geopolitically fragile suppliers. Where are the new high-yield champions for your portfolio?
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Commented by André Will-Laudien on July 7th, 2025 | 07:00 CEST
The gold hammer! Goldman Sachs predicts USD 4,500 – Barrick, Desert Gold, Rheinmetall, and thyssenkrupp
The highest current estimate by investment banks for the price of gold is USD 4,500 per ounce by the end of 2025. This is the extreme scenario from Goldman Sachs, which could materialize in the event of a severe recession or major geopolitical escalation. In addition to the ever-present war scenarios, the economic outlook in the US also remains a source of uncertainty. The prospect of persistently high interest rates is fueling inflation concerns, with many wealthy investors pulling out of the dollar and increasingly turning to gold. This is also because US fiscal policy is perceived as increasingly chaotic. Additional tariffs are pushing the budget deficit even higher, creating an environment in which tangible assets are becoming more attractive. The increased demand for gold from institutional investors, funds, and central banks sends a clear message: the precious metals sector is on the verge of a new upswing.
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Commented by Nico Popp on June 24th, 2025 | 07:40 CEST
Hydrogen – The new trends: Plug Power, Pure Hydrogen, thyssenkrupp
German industry is set to go green. But once again, reality is proving more complex. In March, Thyssenkrupp withdrew a hydrogen tender because all submitted bids significantly exceeded the assumed cost conditions for hydrogen. So, is the hydrogen hype failing to take hold in the real economy? We take a closer look at the latest developments and explain which companies are now in pole position.
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Commented by André Will-Laudien on June 12th, 2025 | 07:05 CEST
Unbelievable but true! Bonus shares from BYD, VW restructuring, Antimony Resources and thyssenkrupp in focus
With each passing day of escalating geopolitical conflicts, one thing becomes clear: secure supply chains for industry and manufacturing are a thing of the past. The German and European industrial landscape, in particular, is feeling the effects of increasing sanctions, which are narrowing supply chains and, in some cases, drying them up completely. Capital markets are sensitive to such scarcity scenarios, with long-term interest rates rising and risk indicators skyrocketing. How are industrial companies responding to this environment, and is there any hope for a revival of global trade? These are all legitimate questions when following political developments on both sides of the Atlantic. What trends should investors keep an eye on?
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Commented by Nico Popp on June 6th, 2025 | 07:05 CEST
Hydrogen enters critical phase – New momentum ahead? thyssenkrupp, Plug Power, First Hydrogen
Developments at Thyssenkrupp, which is soon to be restructured as a holding company, show what lies ahead for German industry – the sale of previously important divisions has long been decided. There are several reasons for the radical restructuring in German industry – the energy transition, competition from China and other countries, and new technologies. Hydrogen, in particular, is considered the key to decarbonizing energy-intensive sectors. Experts at Straits Research estimate that the market for green hydrogen could grow from USD 1 billion in 2021 to a whopping USD 72 billion by 2030. That is 55% growth every year. Given these figures, one thing is clear: the cards in the hydrogen economy are being reshuffled – we explain which stocks stand to benefit.
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Commented by André Will-Laudien on June 2nd, 2025 | 07:05 CEST
Madness: New tariffs - no, yes, or maybe not? Trump moves thyssenkrupp, Power Metallic, RENK, and Plug Power
The stock markets have rarely seen such volatility. At this point, there are multiple shifts in direction on every trading day, triggered by the latest headlines from the White House. Last week was almost entirely about tariffs, with Putin's war and Trump's peace promises already forgotten. The world continues to live in uncertainty due to the prevailing war scenario, with no stone left unturned. This environment makes it clear: secure supply routes for raw materials will be essential in the coming period. In the defense industry in particular, metal shortages could become a showstopper. Investors can benefit from the current trends through careful selection as Western industrialized nations are stepping on the gas. Where are the big return generators hiding?
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Commented by Stefan Feulner on April 18th, 2025 | 09:30 CEST
39th MKK - Munich Capital Market Conference: Reaching new heights with thyssenkrupp, Deutsche Lufthansa, Freenet & Co.
The general conditions were anything but favorable. In addition to the weak performance of the German economy due to cyclical and structural pressures and an unclear political strategy, US President Donald Trump shocked the markets with his tariff hammer. Nevertheless, interest in the 39th edition of the MKK – Munich Capital Market Conference, organized by GBC AG, was greater than ever. Above all, the Augsburg-based company made its mark with the size of the event. Of the 40 companies presenting, nine were MDAX and SDAX members, significantly enhancing the format's prestige.
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Commented by Stefan Feulner on April 14th, 2025 | 07:00 CEST
BYD, dynaCERT, thyssenkrupp - Trump rollercoaster creates opportunities
The stock market currently resembles a rollercoaster, driven by US President Trump's daily shifts in strategy regarding punitive tariffs. After suffering significant losses due to a historic crash earlier in the week, the losses turned into substantial gains within minutes on Wednesday evening. Much of what is happening now is the result of panic and chance, creating attractive entry opportunities in certain companies.
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Commented by André Will-Laudien on April 10th, 2025 | 07:20 CEST
Tariffs, rare earths, Greenland, and Trump! BYD, European Lithium, VW, and thyssenkrupp in focus
The cat is out of the bag! Donald Trump is imposing tariffs of 20 to 34%, thus snubbing his transatlantic trade partners. What has worked well for years is now being put to the test. It did not take long for reactions to the extensive tariff plans to materialize. The state and party leadership in Beijing responded to Trump's ultimatum by announcing counter-tariffs of 34 to 84%. This means that the escalation spiral in the trade dispute between the USA and China continues. The EU had already imposed some additional tariffs in March and is now waiting to see whether the US administration will change its mind. Meanwhile, the focus is once again on rare earths, as China is now imposing export restrictions on this precious commodity. Trump's imperialism is also targeting Greenland again. This is an interesting situation for investors.
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