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Commented by Stefan Feulner on November 22nd, 2023 | 07:00 CET

Bayer, Cardiol Therapeutics, K+S AG - Clear opportunities after bottoming out

  • Biotechnology
  • Pharma

Shareholders of the chemical and pharmaceutical company Bayer suffered a black Monday following the discontinuation of a Phase III trial. As a result, Bayer shares fell to their lowest level since 2009. In contrast, there is optimism among other companies for a strong rebound. The biotech sector, in particular, seems to have bottomed out. There is a long-term opportunity for outperformance here, especially with second-tier companies.

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Commented by Armin Schulz on November 2nd, 2023 | 07:55 CET

K+S, First Phosphate, Volkswagen - Phosphate: From fertilizer to high-tech application

  • Mining
  • phosphate
  • Electromobility
  • fertilizer
  • hightech

Phosphate is an important nutrient for plants and animals and is used in agriculture as a fertilizer. It is also used in the food industry as an additive. Recently, however, the raw material has been needed in the high-tech environment. Battery manufacturers have an increased need for phosphate to produce lithium iron phosphate batteries, which are already used in some electric vehicles. The phosphate content in these batteries contributes to their stability and durability. If this technology becomes standard in all electric vehicles, demand will increase dramatically. So today, we take a look at fertilizer producer K+S, introduce a future producer in First Phosphate, and look at how Volkswagen is progressing in the area of electromobility.

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Commented by Armin Schulz on July 11th, 2023 | 07:55 CEST

K+S, Almonty Industries, Rock Tech Lithium - Europe arms itself against shortage situation

  • Mining
  • Tungsten
  • Lithium
  • fertilizer

European industry is transforming, with the ban on combustion engines from 2035 being just one example. The energy transition is creating an increased need for critical materials and raw materials to make the changeover in industry possible. The European Commission has also recognized this and launched a Critical Raw Materials Act (CRMA). This is intended to optimize and diversify supplies. Recycling and research into resource efficiency are also on the agenda. We, therefore, look at three companies involved in critical raw materials.

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Commented by Fabian Lorenz on June 7th, 2023 | 08:00 CEST

Commodity shares with price potential: Bayer, K+S, and Almonty Industries in the analyst check

  • Mining
  • Tungsten
  • chemicals
  • fertilizer

There are no signs of a deep recession in the US at the moment, which is positive for commodity prices and the corresponding companies. What do analysts say? They see a price potential of over 170% for tungsten producer Almonty Industries. With the commissioning of the flagship mine in South Korea, revenues and profits should increase strongly from 2024. After K+S earned brilliantly last year, there is a lack of positive impulses this year. Several analysts have spoken out. Can the DAX-listed company make gains again? At Bayer, the euphoria surrounding the change in the board of directors has faded, and the share price is almost back to where it was at the beginning of the year. But analysts see significant upside potential.

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Commented by Armin Schulz on March 23rd, 2023 | 07:58 CET

Manuka Resources starts gold production. Can Varta and K+S manage the turnaround?

  • Mining
  • Vanadium
  • Gold
  • fertilizer
  • Batteries

On March 22, all eyes were on the FED decision. Will the balancing act between fighting inflation and stabilizing the banking system succeed? The collapse of Silicon Valley Bank and the difficulties of Credit Suisse have caused plenty of uncertainty. The result has been significant premiums in the price of gold and cryptocurrencies as people try to protect their money. But regardless of the interest rate decision, there is interesting news on companies that have been under pressure recently and are waiting for a turnaround. We take a look at three of those candidates today.

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Commented by Nico Popp on March 16th, 2023 | 11:57 CET

Interest roller coaster! This is how you profit! K+S, Saturn Oil + Gas, Deutsche Telekom

  • Mining
  • Oil
  • Inflation
  • fertilizer
  • Telecoms

Interest rates will remain high for longer - that was the expectation last week. After two bank failures, interest rate expectations have recently collapsed. Some investors in the USA are expecting the first interest rate cuts as early as June. Whether these scenarios are set in stone and what they mean for investors - we provide an analysis using three stocks as examples.

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Commented by Nico Popp on March 1st, 2023 | 14:21 CET

Raw materials revolution from Africa: K+S, Globex Mining, Freyr Battery

  • Mining
  • Commodities
  • fertilizer
  • Batteries

Lithium, cobalt or even manganese - what reads like the list of ingredients for the mobility and energy revolution is available in abundance in Africa. However, China has been a major player in Africa for years and was already investing heavily when Europe was still seeing golden times for combustion engines. In the meantime, however, that has changed: As Handelsblatt reports, more and more African countries want to do their own thing regarding raw materials and turn from exporters into processors - for the countries of Europe, this is an opportunity.

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Commented by Armin Schulz on February 22nd, 2023 | 13:20 CET

K+S, Tocvan Ventures, Rock Tech Lithium - Shares with doubling potential

  • Mining
  • Lithium
  • Gold
  • fertilizer

On February 22, the meeting of the US Federal Reserve FED will take place. The results are eagerly awaited, as economic data have recently been mixed and difficult to interpret. The Consumer Confidence Index recently climbed significantly. However, since inflation has fallen less than expected, this could point to another interest rate hike. Rising interest rates are bad for the equity markets, as some investors may prefer to put their money into US government bonds. Regardless of the news, some stocks offer great potential at current levels. We take a closer look at three of these stocks today.

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Commented by Nico Popp on February 9th, 2023 | 19:54 CET

Comeback opportunity or a complete washout? These facts decide: Deutsche Bank, K+S, Tocvan Ventures

  • Mining
  • Gold
  • Investments

Various sectors have enjoyed a boom in recent months. Commodity companies benefited from rising prices, and banks from higher interest rates. But the trees do not grow to the sky even for stocks favoured by the market. Every trend comes to an end. Where investors can believe in comebacks and where uneasiness could threaten - we take a close look for you!

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Commented by Armin Schulz on January 18th, 2023 | 10:46 CET

K+S, Alerio Gold, American Lithium - Which commodity stocks offer the most potential in the supercycle?

  • Mining
  • Gold
  • Commodities
  • Lithium

Commodities will outperform the other major asset classes, equities, bonds and currencies, in the new year. Goldman Sachs has been predicting a commodities supercycle for some time. Of course, not all commodities will perform equally well. There is a supply problem in some areas. In the US, for example, experts are critical of corn or soybean inventories. Therefore, we look at three companies and shed light on whether the commodity produced could experience a boom in 2023.

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