NORDEX SE O.N.
Commented by André Will-Laudien on July 5th, 2022 | 11:25 CEST
Climate shares: BASF, Erin Ventures, Nordex, BYD - The stuff dreams are made of!
Germany and Europe will have to dress warmly for the coming winter because a stable energy supply seems to be more than endangered from today's perspective. Private households are probably largely at the mercy of this scenario, while the major industrial locations have been working on alternative backup concepts for several months. Battery technology should also be further promoted for local energy storage. An important material for the accumulators is boron, similarly necessary as lithium, but apparently, only few know this. We highlight some interesting aspects for investors.
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Commented by Armin Schulz on July 4th, 2022 | 12:12 CEST
Defense Metals, Nordex, Rheinmetall - The world does not work without rare earths
Even if many people do not know much about the term rare earths, every one of us uses them. Without rare earths, there would be no smartphones, no wind turbines, no solar energy, cars and other high-tech devices. China has a virtual monopoly on rare earths. We first saw what would happen if China stopped supplying rare earths in 2010 when Japan stopped receiving supplies for a month. Prices for products containing rare earths shot up by a factor of 10. For this reason, the raw material also appears on the list of strategic metals in the USA and Europe. The EU plans to present the Raw Materials Act this fall to reduce dependence on China for critical raw materials.
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Commented by Fabian Lorenz on June 30th, 2022 | 12:44 CEST
BYD on board with Apple? Rebound at Nordex and Defense Metals?
The end of the combustion engine is the next driver of electromobility and thus also of renewable energies. After all, the electricity for e-cars has to come from somewhere. The EU has agreed to ban the sale of diesel and gasoline-powered cars from 2035. That should give further impetus to carmakers like BYD. This is just one of the many good news stories from the Chinese group. In the future, it is reportedly known that it will supply Apple. But from a chart perspective, investors need to pay attention. Nordex also has to be careful not to miss the boat with the competition. To this end, the wind turbine manufacturer has raised fresh capital. Both electromobility and wind and solar technology need selenium earths. And Defense Metals is benefiting from this.
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Commented by André Will-Laudien on June 22nd, 2022 | 14:35 CEST
Metal rally: BYD, Almonty Industries, BASF, Nordex - Which shares will be climate change winners?
Germany is bracing itself for a difficult winter. Gas supplies from Russia are dwindling. The reason that Siemens Energy is not getting a move on with urgent maintenance here is more likely to be interpreted politically. If Germany continues to join the international arms deliveries to Ukraine, things will likely get tense in the winter. Minister Habeck is calling on the German people to save energy and wants to offer corresponding rewards, but nuclear power plants are still being left out. It is all a bit confusing, but France is already standing by to compensate for Germany's botched energy policy with high-priced electricity supply contracts. So the citizen will have to pay for the red-green climate policy. Where are the opportunities for investors in this environment?
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Commented by Carsten Mainitz on June 22nd, 2022 | 13:40 CEST
Nordex, Saturn Oil + Gas, Shell - Reality vs Idealism: Long in oil stocks!
The idea that renewable energies will feed the world's entire energy needs is desirable but unrealistic in the short term. In the political debate in Germany, we are currently seeing how far apart the target images of "green" or "sustainable" and security of supply can be. In an exemplary manner - and this is meant with a wink - Europe's largest economy is shutting down its nuclear power plants and now suddenly realizes that its great dependence on Russia's gas supplies is creating a supply risk. Now a ramp-up of coal-fired power plants is supposed to fix it. For logical and forward-looking investors, oil stocks are worth a look.
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Commented by André Will-Laudien on June 20th, 2022 | 12:58 CEST
Nel ASA, Nordex, Nevada Copper, Siemens Energy: Energy Crisis 3.0 - Copper is the solution!
The copper market is constantly on the move. Along with Shanghai and New York, the London Metal Exchange (LME) is now one of the world's largest metal trading centers. In Europe, the LME is the benchmark for copper prices and metal trading. In contrast to other exchanges, part of the trading is still done by call and floor trading by brokers in an open ring. The LME copper contract is the second-largest exchange-traded contract on the London Metal Exchange. The demand volume for copper has been at a very high level since 2018, currently even at a 25-year high. Last week, prices came under slight pressure as the specter of recession flew through the trading halls. Where are the biggest opportunities at the moment?
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Commented by André Will-Laudien on June 10th, 2022 | 19:43 CEST
Turnaround stocks: BYD, JinkoSolar, MAS Gold, Nordex - Watch out for China & Tesla!
After China's foreign trade initially suffered heavily from the consequences of imposed lockdowns, the country now seems to be recovering. Thus, the current export figures are much higher than expected. However, unstable supply chains and high inflation rates continue to put pressure on international trade. Against the backdrop of a somewhat more stable pandemic situation, however, China's foreign trade grew faster than expected in May. Exports from the second-largest economy rose 16.9% YOY to USD 308.3 billion. Against this backdrop, China stocks are back on the buy list. We take a closer look!
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Commented by Juliane Zielonka on June 3rd, 2022 | 11:46 CEST
TUI, Nevada Copper, Nordex - Winners and losers
The Ukraine crisis and the effects of the Corona pandemic are causing companies to adjust their profit forecasts. Interrupted supply chains, difficulties in procurement and staff shortages are causing disruptions in everyday work. Only at the beginning of the supply chain is stability emerging, like at Nevada Copper, a copper miner from Canada with an operation in the USA.
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Commented by Fabian Lorenz on June 1st, 2022 | 13:44 CEST
Rain of money for BioNTech shareholders: What are Nordex and Meta Materials doing?
BioNTech shareholders are in for a windfall. A dividend of EUR 2 per share is to be approved at today's Annual General Meeting. Also on the agenda is a share buyback program with a volume of up to USD 1.5 billion. In addition, analysts at Goldman Sachs have commented positively on the German biotech champion. Meta Materials shareholders are still a long way from a dividend. But the hot stock has announced exciting details about its fight against stroke. At Nordex, by contrast, supply chain problems, plant closures and cyberattacks dominate the headlines. But analysts see the light at the end of the tunnel - and rightly so?
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Commented by Nico Popp on May 31st, 2022 | 11:53 CEST
Funds will not resist here: BASF, Saturn Oil + Gas, Nordex
Sustainable investing is the trend. According to the German Federal Investment and Asset Management Association, EUR 580 billion is invested in sustainable funds in Germany alone. And the trend is rising. Younger people in particular attach great importance to sustainability. Since sustainable investing is not detrimental to returns but, on the contrary, can even be beneficial, interest is also growing among older investors. We take a closer look at three stocks!
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