VARTA AG O.N.
Commented by Fabian Lorenz on April 24th, 2024 | 07:30 CEST
Is China getting serious? Rheinmetall and Almonty Industries profit! Varta share on the brink?
Is China really preparing for an attack on Taiwan? It is well known that China is massively increasing its gold reserves. But why tungsten, too? After all, China itself is the largest producer of this raw material, which is not only in demand in the arms industry. However, as noted recently by the CEO of Almonty at an investor conference, the Chinese are currently buying large quantities of tungsten. We can only speculate about the reasons behind this. What is clear is that the Western world needs to secure its tungsten supply. Almonty Industries is already producing in Europe and plans to commission a huge tungsten mine in South Korea later this year. Revenue and profits should then rise sharply and lead to a revaluation of the share. Rheinmetall has undergone a revaluation in the past two years. Can it reach EUR 600? Varta, on the other hand, is on the brink. Analysts do not see any upside, even at the current price level.
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Commented by André Will-Laudien on April 22nd, 2024 | 07:15 CEST
War in the Middle East and the explosive commodity cycle: Rheinmetall, Renk, Globex Mining, and Varta in focus!
Well, that escalated quickly. Just a week has passed since Iran carried out a nighttime attack on Israel. That was followed by a few days of commemoration, a few phone calls with Washington and the UN, and then last Friday, an Israeli counterattack was reported. While the agency news is not really clear yet, the stock markets are taking the current uncertainty as an opportunity to finally let some air out of the inflated system. Central banks are also stepping back from hoped-for interest rate cuts, as current inflation is too high and the negative signals from the economy are not yet excessive. All in all, defense stocks are holding up well, and a new upward cycle is beginning for commodities. It took a while, but now is the time to have the right stocks in the portfolio.
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Commented by André Will-Laudien on April 17th, 2024 | 06:30 CEST
Discount battle over: Commodities on the counter-offensive! Rheinmetall, Power Nickel, BASF and Varta in focus
Since the bombing of Israel by Iran, the clocks are ticking differently in the Middle East. The next stage of escalation has been reached. If Israel now uses the right to defense as an opportunity to initiate something bigger, it is here: the conflagration. Gold and silver are shining as safe-haven currencies and pulling long-neglected commodity shares through the roof. Now is the time to keep the sails in the wind and ride the long-awaited upward momentum. In the energy transition, strategically safer jurisdictions that can safely serve the growing hunger for commodities are still in demand. We highlight a few opportunities.
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Commented by Armin Schulz on April 15th, 2024 | 06:15 CEST
Varta, Carbon Done Right Developments, Bayer - Buy when the cannons are firing?
The stock market is a fascinating place where investors have to weigh up their opportunities and risks. An often-quoted stock market adage is: "Buy when the cannons are firing". The idea behind this is that one can find opportunities for lucrative investments in times of crisis when market sentiment is particularly poor. Warren Buffett also supports the idea of buying securities or companies at times when the majority of investors are pessimistic, causing prices to fall below the actual value of the investments. He said: "Be greedy when others are fearful and be fearful when others are greedy." We have selected three candidates who have recently lost ground and shed light on whether an investment is worthwhile.
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Commented by Armin Schulz on February 28th, 2024 | 07:15 CET
Varta Thriller! Altech Advanced Materials, BYD work on the electrification of the future
While production at Varta is at a standstill following a cyber attack, the wave of electrification is rolling inexorably through our society, changing how we generate, store and utilize energy. Innovations are needed here, especially in energy storage from renewable sources and the further development of batteries for use in electric vehicles. Advances in electric vehicles and the increasing use of electrical energy are paving the way towards the future. Intensive research is currently being carried out on technologies that will increase both the effectiveness and capacity of battery systems. Altech Advanced Materials and BYD stand out here.
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Commented by Fabian Lorenz on February 20th, 2024 | 08:00 CET
Sell Varta shares? Nel and Altech Advanced Materials with new opportunities
The bad news for Varta seems to be unending. First, a cyber attack paralyzed the Company. Now, analysts are lowering their thumbs and recommending selling the share. Estimates for the years 2024 and 2025 have been lowered. As a result, Altech Advanced is increasingly becoming the German battery hopeful. Even though Altech's share price has declined significantly in recent months, the Company is on track operationally. The current year will be exciting. Things also remain exciting for hydrogen shares. While Nel and Plug Power & Co. still need to prove the future viability of their business models, they are receiving billions in support.
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Commented by André Will-Laudien on December 19th, 2023 | 07:20 CET
GreenTech in turnaround in 2024? Siemens Energy, Altech Advanced Materials, Nordex and Varta in focus
The investment year 2023 was not a highlight for owners of GreenTech shares. All stocks that were supposed to benefit from the government's fabulous climate change targets were crushed. Hydrogen stocks lost 75% on average, and the wind and solar sectors fell by at least 50%. A look ahead to 2024 now raises questions, as the Berlin traffic light coalition abruptly halted support for heating and e-mobility due to the Karlsruhe ruling. This will now be a litmus test for GreenTech producers, as they must assert themselves on the market without subsidies. It is a bold experiment if the state no longer offers incentives. We take a closer look.
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Commented by Fabian Lorenz on November 29th, 2023 | 10:00 CET
Sell Varta shares? Positive news from JinkoSolar and Manuka Resources
Is the Varta share price party over again? The shares of the former German battery darling have gained around 30% in value over the past six months. But now analysts are advising to sell. JinkoSolar's management had hoped for more buying when it announced the dividend at the end of September. While this was not the case, shareholders can at least look forward to a payout next week. Manuka Resources is currently managing the balancing act between positive cash flows from the sale of gold and investments in resource expansion. The Company is sitting on another potential "treasure" with a project for battery metals. Is the share undervalued?
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Commented by André Will-Laudien on November 21st, 2023 | 07:15 CET
Attention: New battery technology in demand! Freyr Battery, Manuka Resources, Varta and IBU-tec in focus
Despite all ecological reservations, the electrified future is advancing. In an effort to combat climate change, politicians have decided on the complete electrification of the future. The plan to entirely displace fossil fuels will lead many countries into a new economic dimension that will outperform conventional economies for a long time. However, a beautiful, new world must be economically affordable. This requires significant technological advancement and a tremendous amount of money for the transformation; ideological thinking helps little in this regard. Central Europe, in particular, is an importer of raw materials and energy and is a long way from setting world-changing parameters. However, since everything has already been decided in Berlin, millions of batteries and stationary energy storage systems are now needed for the green transformation. The key here is access to the critical metals of the future. These strategic decisions are being evaluated in the stock market. It is worth doing the math.
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Commented by André Will-Laudien on November 13th, 2023 | 07:30 CET
Green Energy in Focus - Varta, Siemens Energy, Power Nickel and Nordex - Find the next 100% gainer now!
That was a significant turnaround. While the DAX 40 index stood at 14,650 points at the end of October, it started its year-end rally at the beginning of November. On Friday, the index even broke back above the crucial 15,300 mark. There are now technical resistances to watch for upward movement. In the Greentech sector, there was good news from the corporate side: Varta is optimistic about the next quarter, and Siemens Energy is up 40% in 5 trading days. The Power Nickel share has been strong all year, and what about Nordex? All these stocks have the potential for a 100% gain – the question is, which one will take off first?
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