VONOVIA SE NA
Commented by André Will-Laudien on November 12th, 2026 | 05:20 CET
Expropriation, gold and interest rates – Vonovia laughs, Desert Gold benefits, SAP and Oracle in the AI check
Created and Published on Behalf of Desert Gold Ventures Inc.
A lot is happening in the capital markets. AI crash, high volatility in high-tech stocks and new highs for the DAX. It is no wonder that Germany's benchmark index is cheering, as the all-important prices for fossil fuels are heading south. This eases the pressure on German industrial production. At the same time, market participants in Europe expect a gradual rapprochement between Ukraine and Russia. This brings billions in investment in new infrastructure for the much-criticised country into focus. Euphoria is correspondingly high among industrial stocks such as Siemens, Heidelberger Materials and Hochtief, driving the index. In the tech sector, SAP and Infineon are rising sharply; finally, the brakes in the AI sector have been removed. Things can now continue, as Europe stands on very solid ground, in contrast to sky-high valuations across the Atlantic. Institutional investors are slowly recognising this too. Against a backdrop of rising interest rates, we look at housing construction, Berlin's feverish fantasies and gold as a resurgent guarantor of value in uncertain times. Agile investors should check their portfolios for weather resistance as quickly as possible!
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Commented by Fabian Lorenz on October 23rd, 2026 | 05:38 CEST
Strong News and Buy Recommendations: Vonovia, Evotec and Lahontan Gold
Strong news from Lahontan Gold. The explorer has published a positive preliminary economic assessment (PEA) for its Santa Fe gold-silver project in Nevada. The after-tax net present value stands at approximately USD 820 million, significantly exceeding the company's current market capitalisation. The company is also working to expand the resource base. While Lahontan Gold shareholders can look forward to the approaching start of gold production, Vonovia shareholders face an uncertain future. The expropriation scenario is weighing on sentiment. Even JPMorgan's assessment that these concerns are exaggerated does little to change the picture. In a worst-case scenario, the German government would intervene. And what about Evotec? The shares have gained more than 10% in recent trading days. The appointment of a new executive at Novo Nordisk could inject fresh momentum into the company.
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Commented by Armin Schulz on October 23rd, 2026 | 05:25 CEST
Vonovia, Desert Gold and Deutsche Telekom: A Closer Look at Stocks with Scarce Assets and Key Catalysts
Created and published on behalf of Desert Gold Ventures Inc.
Scarce assets attract interest. In Berlin, an exploratory agreement between the SPD, Greens and Left Party proposes transferring residential property portfolios comprising 10,000 or more units into public ownership, with compensation capped at EUR 16 billion. In the gold sector, the key question is when deposits in the ground will translate into actual bullion production. Meanwhile, on October 19, it emerged that Deutsche Telekom, Orange, Telefónica and Vodafone were considering a joint bid for satellite frequencies. Scarcity can work in asset owners' favour, but investors should always assess their investment decisions carefully. Today we take a closer look at Vonovia, Desert Gold and Deutsche Telekom.
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Commented by Matthias Schomber on October 23rd, 2026 | 05:22 CEST
Structural Crisis, Fears of Expropriation and Resource Potential: The Hard Truth About Deutz, Vonovia and Strategic Resources
Deutz and Vonovia are still grappling with structural challenges, radical proposals for expropriation and mounting interest burdens. Meanwhile, some investors are looking beyond the usual market favourites for new perspectives. Critical minerals needed to decarbonise heavy industry are attracting growing attention, with developments that may not yet be fully recognised by the broader market. In this article, we examine Strategic Resources' research collaborations in Northern Europe and potential technical turning points on the charts. Read on to explore the challenges facing these companies, the developments shaping their outlooks and the factors that could influence their future performance.
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Commented by Carsten Mainitz on October 22nd, 2026 | 05:38 CEST
Gold and Concrete Gold: When Asset Values and Share Prices Diverge – Lahontan Gold, Vonovia and LEG Immobilien Under the Microscope
On the stock market, assets sometimes have two prices: a calculated or theoretical value and the current market price, reflected in the share price. When the gap between value and price becomes (too) wide, opportunities may arise for forward-looking investors. Or are these valuation discounts nothing more than a value trap? The latest developments at three companies give us reason to take a closer look. The newly published PEA, which provides an initial indication of the potential value of Lahontan Gold's gold project, values it at eight times (!) the Canadian company's market capitalisation. Real estate stocks have been among the market's laggards in recent months, weighed down by rising interest rates, economic concerns and political uncertainty. Even major players such as Vonovia have been affected. LEG's recent investment highlights how share price declines can create attractive valuation levels. So what does all this mean for investors?
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Commented by Fabian Lorenz on October 16th, 2026 | 09:35 CEST
Buying Opportunities? TKMS, Almonty and Vonovia: Should Investors Add These Stocks to Their Portfolios?
The Almonty share price has been volatile. The tungsten producer has been one of the success stories in the commodities sector in recent years. With the Sangdong mine in South Korea, the company is moving into the ranks of leading Western producers of the critical raw material. Pullbacks have repeatedly presented buying opportunities in the past. Is the same true now? The CEO recently offered an optimistic outlook, and a historic milestone is set to be reached next week. Analysts also see a buying opportunity in TKMS. In their view, the share's sideways movement since its IPO is unwarranted. TKMS has recently secured another billion-euro contract. After a 30% decline this year, Vonovia shares are trading at 2023 levels. Interest rate fears and expropriation uncertainty are weighing on the stock. The expropriation issue has escalated further in recent weeks.
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Commented by Jens Castner on October 1st, 2026 | 08:00 CEST
Beneath the Surface: Why the Market Is Overlooking the True Value of Nike, Desert Gold and Vonovia
With an iceberg, only the tip protrudes from the water; the vast majority remains hidden. The situation is similar right now with Nike, Desert Gold Ventures and Vonovia - their true value lies beneath the surface. Analysts estimate their fair value to be two to seven times their current stock prices. But how long will it take for the stock market to discover these hidden values? For Nike, the future outfitter of the German national soccer team, the moment of truth arrives today—even as the Nations League match between Germany and Serbia is underway in Munich. For Desert Gold, the upcoming start of production is likely to provide the impetus, while Vonovia must brace itself for a waiting game following the election results in Berlin.
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Commented by Matthias Schomber on September 30th, 2026 | 07:25 CEST
Expropriation Shock, E-Prescription Boom, Critical Raw Materials: Vonovia, Redcare and Strategic Resources in Focus
While the political upheaval following the Berlin House of Representatives election could destabilize Vonovia in the German capital, the ongoing digitization of the healthcare sector may offer significant advantages for online pharmacy providers. Away from these scenes, a smaller player is emerging in Finland and Canada that aims to help shape this future market for raw materials with "green steel". We start with Redcare Pharmacy, then turn to the beleaguered real estate giant Vonovia, and finally focus on Strategic Resources. Read on to discover the pros and cons of these stocks and whether they might be a good addition to your portfolio.
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Commented by Armin Schulz on September 29th, 2026 | 07:05 CEST
Vonovia Under Pressure from Expropriation? Lahontan Gold and Coinbase as Inflation Opportunities for Investors
Rising inflation typically drives up demand for real estate, but this sector is currently facing political pressure. In Berlin, the Left Party wants to expropriate large private housing portfolios. Approximately 240,000 apartments would be affected. Nothing has been decided yet, but the debate is weighing on the market. For Vonovia, it is becoming clear what makes "concrete gold" vulnerable: regulation, compensation disputes, interest burdens and rent debates. Those who want to protect their wealth are looking for alternatives. Gold is often seen as a hedge against crisis. As an up-and-coming gold producer, Lahontan Gold could benefit from the high price of gold. Coinbase, meanwhile, offers access to the growing crypto trading market without actually owning Bitcoin. Three bets, three opportunities—we take a closer look.
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Commented by Fabian Lorenz on September 28th, 2026 | 07:15 CEST
Vonovia: Between Expropriation and Defence Industry Fantasies - Verbio and RE Royalties Ride the Energy Boom
Data centres, electrification and rising industrial energy demand are driving up the need for renewable power across North America. RE Royalties is one of the beneficiaries. Its home market of Canada provides a promising starting point, while in the US it is expanding its partnership with solar developer Solaris Energy. In contrast, Vonovia is struggling with rising interest rates and the threat of a possible expropriation in Berlin. The uncertainty is weighing on investor sentiment. For now, even the prospect of entering the defence sector is failing to provide a boost. The company's CEO recently floated the idea. Verbio, meanwhile, is seeing strong business performance, and analysts are recommending the stock as a "Buy".
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