NORDEX SE O.N.
Commented by André Will-Laudien on January 7th, 2022 | 11:46 CET
Varta, Nordex, Kodiak Copper: The 100% opportunity with copper in 2022!
The climate decisions made in Glasgow in November are casting their shadows far ahead. It is becoming clear to the protagonists: electromobility and efficient electricity storage are increasingly important for the energy transition. Consistent decarbonization requires research, development and production of drives, batteries and components. The red conducting metal copper is an essential component of electrical components of all kinds. Today, an e-drive vehicle requires three to four times the amount of copper as an internal combustion model, plus the great demand in industrial manufacturing processes. The earth's reserves are exhaustible, and copper, in particular, is pretty much on the edge. We take a look at some interesting investment opportunities.
Read
Commented by Nico Popp on January 4th, 2022 | 07:00 CET
Unique opportunity in emerging markets: Nordex, Hong Lai Huat, NIO
Risk appetite is returning to the market - the DAX recently reached the 16,000 point mark again. At the same time, the focus is once again increasingly on emerging markets. The experts at the fund company Jupiter Asset Management believe that the wind could soon turn for emerging markets. Nick Payne, Head of Strategy, Global Emerging Markets Focus at Jupiter Asset Management, sums up the situation: "If the vaccination programs in emerging countries catch up, their economies will open up again quickly, which could greatly support their equity markets." But what are the options for investing? We present three stocks.
Read
Commented by Carsten Mainitz on December 30th, 2021 | 11:30 CET
Nevada Copper, Nordex E.ON - What is next in 2022?
Several ingredients are needed to make the energy transition and electromobility a sustainable success. First and foremost, raw materials such as copper and lithium. Then there is a need for energy sources such as solar and wind, and finally, a suitable infrastructure. Therefore, within the megatrend, there are various starting points for profiting with corresponding shares. We have three promising stocks in our bag. Who will win the race in 2022?
Read
Commented by Armin Schulz on December 22nd, 2021 | 14:10 CET
Kodiak Copper, Nordex, BYD - Are raw materials becoming scarce?
The Institute of the German Economy has presented a study on the raw material situation of the Bavarian economy. However, it can be assumed that the results will also apply to the rest of the world. As a result of the new technologies currently finding their way into the automotive industry, the demand for certain raw materials increases significantly. A total of 22 commodities are considered very risky. Copper is only ranked 23rd, but the study underlines the importance of the raw material for electrification in many areas of industry. If demand continues to grow strongly, there is a procurement risk for the German industry - a good reason to take a look at three companies that operate with copper.
Read
Commented by Nico Popp on December 21st, 2021 | 10:14 CET
BYD, Defense Metals, Nordex: Opportunities in a weak environment
New technology requires new raw materials. The evolution of modern batteries for e-mobility alone shows how different the raw material requirements are depending on the technology used. First, cobalt was the battery metal; now, tungsten and silicon are increasingly important. Rare earths have also always been in demand for future technologies. These are used in displays and many other applications and have long since achieved the status of critical metals. We present three companies that are active in the field of rare earths.
Read
Commented by Carsten Mainitz on December 20th, 2021 | 12:56 CET
Manganese X Energy, Allkem, Nordex - Winners for 2022!
Electromobility is a megatrend. The central challenges are efficient storage of emission-free, i.e. "green", produced electrical energy and the development of the corresponding infrastructure. Scientists and experts agree that raw materials such as copper, lithium, manganese, cobalt, silver and gold will be indispensable with increasing electrification.
Read
Commented by Nico Popp on December 17th, 2021 | 10:18 CET
Nordex, Saturn Oil + Gas, Varta: In search of energy multipliers
The energy transition is a megatrend. The consequences of it are complex and affect almost every industry. Did you know that the BASF plant in Ludwigshafen alone needs as much electricity as Denmark? It is no wonder that the shift from fossil to renewable energy sources will not happen overnight. We look at three stocks and classify their role in the energy transition. This much is already clear: Sometimes, opportunities lurk off the beaten track.
Read
Commented by André Will-Laudien on December 13th, 2021 | 11:36 CET
Standard Lithium, Defense Metals, Nordex - The demand for metals goes through the roof!
A possible explosion in raw material prices was already indicated in 2019. Due to low selling prices, some mining companies even reduced their mining output or stopped their exploration activities. Then came the pandemic, which put further pressure on both production and logistics, and many operations had to close for longer than expected due to adjustments in sanitation infrastructure. There is now also the supply chain problem in this already tight supply situation. Presumably, things will not get any easier in 2022 under these conditions. Which companies are making a name for themselves in this environment?
Read
Commented by Nico Popp on December 10th, 2021 | 10:55 CET
Nordex, Troilus Gold, Gazprom: How investors cash in on climate-billions
Countries around the world are pumping billions into the expansion of renewable energies. At the same time, there is a lack of investment in fossil fuels, which are still urgently needed. We explain who is profiting from this reluctance to invest and whether, in the end, another commodity might not come out on top, using three shares as examples.
Read
Commented by Nico Popp on December 8th, 2021 | 13:44 CET
Nordex, Osino Resources, Standard Lithium: Politics as a guarantor of returns
The markets have recovered a little after the Omicron shock. However, uncertainty remains. So how to invest? Investors can look to intact major trends that are also supported by politics. This approach could create a kind of risk buffer for turbulent times. We explain what lies behind this approach and present three possible investments as examples.
Read