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Commented by André Will-Laudien on December 13th, 2023 | 07:45 CET

Uranium, lithium or gold? The climate conference tells us which way to go! BYD, Globex Mining, VW and Mercedes!

  • Mining
  • Uranium
  • Lithium
  • Gold

At the international climate conference in Dubai, several Arab countries sharply criticized and ultimately rejected the global move away from fossil fuels. The move by Western countries is an "aggressive attack", said Kuwaiti Oil Minister Saad Hamad Nasser al-Barrak yesterday, Tuesday. "I am astonished by this extraordinary insistence on depriving people and many countries of their basic source of energy. This approach is racist and colonialist," al-Barrak continued. This means that there will be no decision on a global phase-out of oil and gas with the OPEC states. Therefore, the current World Climate Conference is likely to be inconclusive or conclude with unilateral declarations from the EU. However, there is much to suggest that commodities that positively impact the global climate will remain on the import list of industrialized countries. Which shares should be considered in this mixed situation?

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Commented by André Will-Laudien on December 5th, 2023 | 06:30 CET

Next lithium boom in 2024? Freyr Battery, Edison Lithium, VW, Mercedes - Where are the 100% gainers?

  • Mining
  • Lithium
  • RareEarths
  • Batteries
  • Electromobility

The year 2024 promises to be highly interesting, that much is certain. The so-called electric boom has not yet taken place, and the falling lithium price of minus 80% in the current year speaks volumes. Of course, major investments such as a relatively expensive electric vehicle depend on the general situation and subsidies. However, neither of these contextual factors bode well. On the contrary, state subsidies are falling, and high inflation is weighing on private household budgets. So why not get the good old diesel through the MOT again? After all, continuing to drive an old vehicle is 100 times more sustainable than buying a new electric vehicle with rare and difficult-to-extract metals. While green thoughts are commendable, the costly construction of so-called gigafactories continues. On the stock market, the question arises: Who will ultimately emerge as the winner?

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Commented by Juliane Zielonka on November 30th, 2023 | 07:00 CET

Growth Industries in Focus: Investors see potential in Defense Metals, BASF and Volkswagen shares

  • Mining
  • Tungsten
  • RareEarths
  • Electromobility

Investors are looking for opportunities in growing markets. Looking at industries currently requiring rare earths - such as energy, defense, electromobility, and many more - leads to the mining sector. Someone has to supply the valuable raw materials so these industries can continue growing. Defense Metals' Wicheeda project in Canada shows promising results, particularly the increase to 6.4 million tons with a TREO content of 2.86%. BASF secures EUR 124.3 million in government funding for a green hydrogen plant in Ludwigshafen, planned in collaboration with Siemens Energy. Volkswagen is facing challenges, emphasized by VW board member Thomas Schäfer, who announced tough cuts to maintain competitiveness without closing plants. Volkswagen will have to respond to change with a more agile approach, especially as China advances in electromobility.

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Commented by Stefan Feulner on November 20th, 2023 | 07:00 CET

There is clearly room for improvement here - Volkswagen, Globex Mining, Siemens Energy

  • Mining
  • Gold
  • Vanadium
  • BatteryMetals
  • renewableenergies
  • Electromobility

After the corrections of recent weeks, the bulls have regained the sceptre. Despite the uncertain geopolitical situation and supported by an easing interest rate front, technology stocks were also able to recover significantly from their recent lows for the year. In addition, Germany's leading index, the DAX, knocked on the psychologically important 16,000-point mark. Overcoming this level will likely result in an attack on the all-time high at 16,532 points still within this stock market year.

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Commented by André Will-Laudien on November 14th, 2023 | 07:30 CET

Rapid energy transition, metals remain in demand! JinkoSolar, Globex Mining, BYD and VW under scrutiny!

  • Mining
  • rawmaterials
  • renewableenergies
  • Electromobility

"Goodbye Hydrogen" - that is how investors in H2 stocks might title their investment success in 2023. On average, shares in the booming sector lost up to 85% in 2021. But the year is not over yet. Plug Power shares were hit hard last week, experiencing a sell-off of over 35% after the Q3 figures. The fundamental environment was ignored for many months, but now gravity is returning and sending overvalued stocks into the cellar. It is an environment for buyers willing to conduct some analysis. We help navigate the figures.

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Commented by Armin Schulz on November 2nd, 2023 | 07:55 CET

K+S, First Phosphate, Volkswagen - Phosphate: From fertilizer to high-tech application

  • Mining
  • phosphate
  • Electromobility
  • fertilizer
  • hightech

Phosphate is an important nutrient for plants and animals and is used in agriculture as a fertilizer. It is also used in the food industry as an additive. Recently, however, the raw material has been needed in the high-tech environment. Battery manufacturers have an increased need for phosphate to produce lithium iron phosphate batteries, which are already used in some electric vehicles. The phosphate content in these batteries contributes to their stability and durability. If this technology becomes standard in all electric vehicles, demand will increase dramatically. So today, we take a look at fertilizer producer K+S, introduce a future producer in First Phosphate, and look at how Volkswagen is progressing in the area of electromobility.

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Commented by Juliane Zielonka on October 30th, 2023 | 08:10 CET

Innovative technologies and raw materials: BASF, Almonty Industries and Volkswagen in focus

  • Mining
  • Tungsten
  • Electromobility
  • chemicals

BASF, through its subsidiary BASF Mining Solutions, has launched a new process for extracting raw materials in the mining industry. With it, the chemical company increases speed and accuracy in the extraction of valuable raw materials. One valuable raw material is the critical metal tungsten, which is used mainly in aerospace technology. Shares of Almonty Industries, the world's leading tungsten mine operator, have shot up 11.32% over the past month. What is triggering this strong demand among investors? Meanwhile, in terms of demand, Volkswagen is feeling immense competitive pressure in the EV segment. To ensure that the Group does not lose the race, CEO Oliver Blume is opting for drastic measures.

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Commented by Fabian Lorenz on October 26th, 2023 | 09:10 CEST

Analysts love cash flow stocks: Nel, Volkswagen, Saturn Oil + Gas

  • Mining
  • Oil
  • Electromobility
  • renewableenergies

What do investors and analysts dislike in times of high interest rates? Losses and debt. By contrast, they love high cash flow. Free cash flow. With it, a company can finance itself, pay off debt or distribute money to shareholders. And this is precisely Nel's problem. While the loss has been reduced, the Norwegians are still a long way from generating positive cash flow. But analysts still see potential. Analysts see more than 100% upside potential for Saturn Oil & Gas. The oil producer is developing into a cash flow monster, and the upcoming quarterly figures should be convincing again. Volkswagen is also winning over experts. Can the VW share really double? However, there is also a sell recommendation.

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Commented by Stefan Feulner on October 23rd, 2023 | 06:50 CEST

Volkswagen, Altech Advanced Materials, Dürr - Using the setback as an opportunity

  • Batteries
  • renewableenergies
  • Technology

The past stock market week will certainly not go down in history as the most glorious. In addition to the widening conflict in the Gaza Strip, the current reporting season for the third quarter also brought rather negative surprises. For example, the DAX, Germany's leading index, lost more than 4% of its value in 5 trading days alone and slipped below the psychologically important 15,000-point mark. Nevertheless, analysts are optimistic about further developments.

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Commented by Armin Schulz on October 18th, 2023 | 07:10 CEST

Volkswagen, Altech Advanced Materials, JinkoSolar - Electromobility and Battery Technology: A forward-looking combination

  • Innovations
  • Technology
  • Sustainability
  • renewableenergies
  • Batteries

The energy transition is an important topic in today's world. More and more countries are setting themselves the goal of switching their energy supply to renewable sources to combat climate change and create a sustainable future. Energy storage systems play a crucial role in this, especially in the integration of renewable energies into the power grid and supporting electromobility, which depends on rechargeable batteries. There are many exciting developments in this context. Today, we take a look at three companies that stand to benefit from new innovations.

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