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Commented by Armin Schulz on February 4th, 2022 | 13:56 CET
Infineon, MAS Gold, E.ON - Inflation and supply bottlenecks cause rising prices
According to the Federal Statistical Office, inflation in Germany was 4.9% in January. Experts had expected only 4.4%. Inflation rates were particularly high for energy prices. According to ECB President Lagarde, an interest rate increase is not currently under discussion. However, since Lagarde had already miscalculated the inflation rate, there are more and more voices saying that the ECB will have to raise interest rates after all. The Fed has already hinted at an interest rate hike in March. In addition to inflation, supply bottlenecks are causing prices to rise. The automotive industry still has too few chips to ramp up production again. Today, we look at three companies benefiting from the circumstances.
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Commented by André Will-Laudien on January 11th, 2022 | 12:03 CET
Gazprom, Memiontec, E.ON, Siemens Energy - Water is the oil of tomorrow!
In the mind of current politics, the world of tomorrow is supposed to get by without oil and petroleum products. Modern fuels with fewer emissions and the abandonment of plastic packaging could reduce the amount of oil and plastic products needed. But with this line of thinking, all countries would have to act in unison and put the petrochemical industry on the sidelines. Whether this will result in less plastic ending up in the Pacific remains questionable, but we are already experiencing one effect: a noticeable increase in the price of all energy and utility services. Green policies are nice, but they slow down economic performance considerably. Who will benefit from the long-term policy choices?
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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?
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Commented by Nico Popp on December 27th, 2021 | 07:53 CET
RWE, Memiontec, E.ON: You know what you've got here
Utilities have long been considered boring. Then they were unpopular for a long time because of their involvement in nuclear power. That has left its mark. Utilities are still out of favor with many investors. But share price developments have long since spoken a different language. Some utilities are even benefiting from the hype surrounding renewable energy. We present three solid shares that are anything but boring.
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Commented by Carsten Mainitz on December 16th, 2021 | 12:43 CET
Memiontec, E.ON, RWE - Fighting the crisis with basic services!
A ghost is haunting the world - the ghost of inflation. With 6.8% for November, the USA reports the highest rate since June 1982. 5.2% inflation in Germany was also the highest in 30 years. Central banks are under pressure to act, and tension is rising on the stock markets. Experts expect inflationary pressure to ease again somewhat in 2022. However, no one knows whether new variants of the Coronavirus will again trigger disruptions in supply chains. In such cases, in addition to tangible assets and commodities, shares in companies that provide basic supplies are recommended. Here are interesting candidates that could provide a safe haven for investment.
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Commented by André Will-Laudien on December 7th, 2021 | 10:51 CET
E.ON, Memiontec, Nordex, Siemens Energy - Well supplied with water, wind and sun!
Utility stocks led a shadowy existence for a long time. Too little sexy, too little growth! But with the political closing of ranks in Glasgow, the tide has turned worldwide in favor of climate investments. Again, it is about the old discussions on coal and a nuclear phase-out in exchange for the further expansion of renewable energies such as water, wind and sun. However, there are already 30,000 wind turbines in Germany with a combined capacity of 56 gigawatts and another 60 gigawatts of installed photovoltaic peak capacity, which already replaces a good 80 nuclear power plants - if the wind blows constantly and the sun shines properly. Who else can grow in this environment?
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Commented by Carsten Mainitz on September 23rd, 2021 | 12:51 CEST
Kodiak Copper, Nordex, E.ON - It is not too late!
Certain framework conditions must be in place to successfully implement the energy transition and the roll-out of electromobility. First, sufficient electricity must be produced from renewable energies. Secondly, an efficient energy infrastructure must be established and thirdly, large quantities of relevant raw materials such as copper are required. The three companies below cover the central fields and should therefore be among the winners. Who is making the running?
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Commented by André Will-Laudien on August 19th, 2021 | 13:27 CEST
BYD, Fisker, Kodiak Copper, E.ON: Copper remains the linchpin!
According to the Paris Protocol, the implementation of the climate targets is based on the conversion to electric drives, the use of renewable energies, and sustainable raw material management. In addition to the development of new raw material deposits, especially in the field of battery metals, the topic of recycling is coming up. Here, too, it is crucial which resources are used to recover the metals. Currently, some copper projects are under development, but it will take 2-3 years before they can deliver. Part of the whole castling will also be the power companies because they have to provide the planned power purchase for the coming years, and this could be tight, especially for Germany.
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Commented by André Will-Laudien on May 14th, 2021 | 05:40 CEST
E.ON, Commerzbank, Scottie Resources - Surprisingly good figures!
That was a Father's Day stock market! German holidays are always a popular time for corrections because only half of the otherwise usual market participants are actually involved. The crypto values had to give up a lot after Elon Musk announced on Twitter that he would no longer allow Bitcoins as a means of payment at Tesla in the future, as their extraction is highly negative for the climate. At the same time, he called for the development of a "green coin" that can be obtained with sustainable technologies. Bitcoin lost 12%. In the group of altcoins, there were discounts up to 50%. We take a look at some stocks with special movements.
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Commented by Armin Schulz on April 28th, 2021 | 07:36 CEST
VW, Silkroad Nickel, E.ON - Mega electricity storage, the next big thing
We all want clean electricity. Currently, we face the problem that some of the sustainable electricity "disappears" unused. The reason is that we cannot store it and so, hours of Gigawatt electricity go to waste.
Extensive electricity storage facilities are needed, such as the 300 megawatts Tesla has built in California. What hardly anyone knows - Tesla is planning the same mega electricity storage sales in the long term as its car division. In Germany, STEAG also wants to build a mega electricity storage facility with 250 megawatts, expanding to 500 megawatts. We, therefore, look at three stocks from this sector: VW, Silkroad Nickel and E.ON.