MUTARES KGAA NA O.N.
Commented by André Will-Laudien on September 15th, 2025 | 07:00 CEST
Security is key – Acquisitions continue to drive growth! 100% bull market possible with Almonty, Steyr, Mutares and Deutz
The stock markets are looking for direction! While the Russia-Ukraine conflict enters the next round with the drone incident in Poland, prices for strategic metals continue to rise. Western industries are under pressure from NATO rearmament and are looking for secure jurisdictions to be able to process highly sensitive orders. Supplies of critical raw materials from China have fallen by 90% since March 2025, with only long-term contracts still being fulfilled. But what about the current boom in orders? The price of the critical metal tungsten has doubled within 12 months. The primary beneficiary is Almonty Industries, as it already has active mines in Europe and is about to launch a mega-project in South Korea. Highly exciting, but also a challenge for investors. What happens next?
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Commented by André Will-Laudien on May 13th, 2025 | 07:20 CEST
Defense out - Time to buy commodities! Hensoldt, Globex Mining, Barrick, Mutares, and Steyr
That is how quickly market darlings can fall out of favor. Just last week, Rheinmetall & Co. were hitting record highs, but as of Monday, the euphoria came to a sudden halt. Trump agreed with China on lower tariffs, and Volodymyr Zelenskyy will travel to Turkey on Thursday to sit down with Russia's aggressor, Vladimir Putin. At the moment, this is still hard to believe. For the capital markets, however, this means a shift: out of defense and into high-tech and automotive stocks, the biggest winners of recent hours. The whole thing could be seen as a healthy rotation, as the major indices are at record levels, while tech and automotive stocks have corrected significantly in recent weeks. Once again, the cards are being reshuffled. For Globex Mining, the setback is suitable for medium-term follow-up purchases.
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Commented by André Will-Laudien on April 30th, 2025 | 07:10 CEST
Here we go! Plug Power turns, rollout at dynaCERT, opportunities with Mutares, VW, and BYD?
Some say the volatility is unbearable, while traders shout: opportunities everywhere. The stock market is currently relentless. Those positioned poorly can quickly see double-digit losses, but on the upside, profits are once again within reach. The former high-tech favorites are taking off again. After a spectacular sell-off at Plug Power in April, there have been strong buybacks in recent days. dynaCERT is also going full steam ahead in sales. Mutares recently delivered rather disappointing figures, and BYD could become the world's most successful automotive company in 2025. We take a closer look.
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Commented by André Will-Laudien on April 23rd, 2025 | 07:10 CEST
No Trump frustration with 123fahrschule and Mutares, but caution is advised with defense stocks such as RENK, Hensoldt, and Steyr!
The daily news is driving stock market activity. After a rollercoaster ride caused by Trump, popular tech stocks such as the Magnificent 7 are now down a good 20%. In the case of Nvidia, the stock is now USD 50 below its peak. For many, this is an opportunity to finally take a breather and think about the rest of the stock market year. Small caps such as the successful 123fahrschule continue to work on their growth programs, and Mutares is making good progress with its investments. The hot defense stocks RENK and Hensoldt appear somewhat overpriced. Those who want to generate returns now must be very selective and invest in specialties. After gains of just under 10% per annum, global ETF savers will likely take a break from returns in 2025. In the meantime, flexible investors will come out on top. Here are a few ideas.
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Commented by André Will-Laudien on April 16th, 2025 | 07:45 CEST
Tariff madness drives gold! Caution advised with Barrick, Globex Mining, Mutares, and Steyr
Every day brings a new spectacle from the White House. What resembles a farce is, unfortunately, a harsh reality. The new president, Donald Trump, leaves no doubt about who dictates the conditions in global trade. But even Mr. Universe has to row back now and then because experts have a clever piece of advice or two on how to avoid completely running the US into the ground. After all, the proclaimed tariffs threaten a severe cooling of the global economy and a surge in inflation - a perfect opportunity for precious metal investments. Due to the general uncertainty, defense stocks also remain in focus. We do the math.
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Commented by André Will-Laudien on March 26th, 2025 | 11:05 CET
Steyr, Hensoldt, Mutares, and thyssenkrupp sell, First Phosphate remains a gamechanger
The special fund of up to EUR 1 trillion has been approved. What seemed impossible before the election is now law. Federal President Steinmeier signed the amendment to the constitution at the weekend, thereby sealing the largest economic stimulus package in German economic history. Instead of celebrating, the DAX only rose briefly to 23,136 points, then the sell-off occurred according to the motto "Buy the Rumor, Sell the Fact". The hyped defense stocks could now suffer the same fate. A lot of imagination has been priced in here, but capacity expansion is proceeding slowly. Therefore, not all expectations will immediately translate into positive cash flows. A thorough analysis is needed!
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Commented by André Will-Laudien on March 21st, 2025 | 06:30 CET
250% Stock Rockets: Attention, it is taking off now with Nel ASA, naoo AG, Steyr, Mutares, and Hensoldt
The German economic stimulus package has been launched. The only thing missing is the approval of the Bundesrat, which is expected today. Public opinion is divided because the total of up to EUR 1 trillion in "special funds" is the largest debt incurred by the now 75-year-old federal government. The doubters see it as an enormous burden for future generations, while supporters emphasize that Germany has hardly invested in its future for many years and that the renewal backlog is now finally being addressed. This measure will increase the debt-to-GDP ratio by around 25%, while at the same time, the targeted measures in armaments, infrastructure, and climate protection will improve growth by around 0.2 to 0.3% annually with an increased state quota. The stock market celebrates, while the working population has to contribute around EUR 500 in interest annually as an additional tax burden. The election winners had promised significant tax relief. Where do the opportunities for investors lie?
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Commented by Armin Schulz on October 8th, 2024 | 09:40 CEST
Mutares, Almonty Industries, JinkoSolar – CAUTION: Something is happening here!
Financial markets are sensitive and often react immediately to new information. Stock prices reflect this by responding to news, whether positive or negative. Investors continuously monitor press releases, economic data, and geopolitical events to make their trading decisions. A corporate scandal or an unexpected profit jump can trigger significant price movements. Rumors and forecasts also play a role by shaping the expectations of market participants. Today, we are looking at three companies on the verge of major announcements or have recently had significant news.
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Commented by Stefan Feulner on October 1st, 2024 | 07:00 CEST
Mutares, 123fahrschule, Porsche SE – Incisive news
After the attack by US short seller Gotham City, the holding company Mutares is struggling to regain its footing while the battered share price continues to search in vain for a bottom. Less surprising, given that the crisis in the German automotive industry has already been discussed at length in the press of late, was Volkswagen's sales and profit warning. In contrast, decisions could be made within about two weeks that may reshape a billion-dollar market, potentially benefiting a disruptive technology company disproportionately.
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Commented by Carsten Mainitz on April 25th, 2022 | 13:22 CEST
Mutares, Edgemont Gold, Barrick Gold - Inflation soon to exceed 10%! What to do?
According to some experts, inflation could soon rise above 10%. The possible reaction of the central banks by increasing interest rates to contain inflation remains theoretical so far. After all, can the world's so heavily indebted countries afford significantly higher interest rates at all, and wouldn't a higher interest rate level stifle the economy? The bottom line is that a prolonged period of high inflation is very likely. Investors can effectively position themselves against the loss in value of their assets by investing in tangible assets. That means stocks, bonds, real estate and commodities belong in the portfolio!
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