K+S AG NA O.N.
Commented by Armin Schulz on April 6th, 2022 | 10:08 CEST
K+S, Barsele Minerals, Shell - Which commodity stocks belong in the portfolio?
Commodity prices are rising in almost all areas. To blame everything on the Ukraine conflict is too short-sighted. Fertilizer prices have significantly increased in the past year due to crop failures caused by natural disasters. Oil prices also began to rise last year. However, the sanctions against Russia gave the oil price a further significant tailwind. Gold has only been able to increase with the outbreak of the Ukraine war and is currently quoted at between USD 1,900 and 2,000. The high inflation should further increase the demand for gold. Today we look at three companies from the three sectors and analyze their potential.
Read
Commented by Stefan Feulner on April 5th, 2022 | 12:10 CEST
K+S AG, Globex Mining, KWS Saat - Perfectly positioned
Society has less than 30 years to achieve the climate neutrality agreed upon under the Paris Climate Agreement. But this requires many metals and raw materials. Demand for lithium, copper and nickel will exceed supply as early as 2022. With the outbreak of the Ukraine conflict, there will be a further shortage and an explosion in prices. The beneficiaries of this trend are commodity producers and exploration companies. Globex Mining is a global commodity incubator and stands out with its business model.
Read
Commented by Carsten Mainitz on April 4th, 2022 | 12:09 CEST
K+S, Almonty Industries, Barrick - Full speed ahead!
Across the board, commodity prices are going through the roof. Consumers and industry are already feeling the effects. Some price increases will only hit consumers with a time lag. Inflation, which recently rose above 7% in Germany, appears far from having reached its peak. The beneficiaries of the supply shortage are raw material producers. Their profitability and company valuations should continue to rise.
Read
Commented by Stefan Feulner on March 31st, 2022 | 10:30 CEST
K+S, Saturn Oil + Gas, Salzgitter AG - Growth market for raw materials
The specter of inflation has been growing since the outbreak of the Corona pandemic and the unlimited money printing by central banks. According to the minutes of the monetary authorities, inflation was only temporary. But far from it, inflation will remain permanent and hit even harder than feared. Support is also coming from the sanctions imposed against Russia. As a result, the supply of oil, gas and many other commodities is becoming tighter, and prices are skyrocketing. And do not take the word of a central banker again who wants to explain to you that this time inflation is only temporary.
Read
Commented by Fabian Lorenz on March 29th, 2022 | 10:20 CEST
Alarm bells ringing: Shares of Nel ASA, K+S and Almonty Industries take off
There is a mood of alarm in German politics and business these days. The reason - prices for critical raw materials are going through the roof, and the security of supply is in question. BMW, Daimler, and Volkswagen have to shut down plants due to a shortage of nickel. And the stress factor is also high in medium-sized companies. Take tungsten, for example. "The sources are drying up at the moment, which is causing problems in procurement," says Johannes Schmidt in an interview with the FAZ. He is chairman of the board of the medium-sized holding Company Indus and thus has an overview of the situation in various industries. Although China is the largest tungsten producer, German companies have often ordered from Russia. On the other hand, commodity companies such as Almonty Industries, K+S and Nel are profiting. Their shares are taking off.
Read
Commented by Carsten Mainitz on March 25th, 2022 | 12:23 CET
K+S, Ximen Mining, BP - The trend continues
The commodity markets are bullish across the board. Sanctions, supply bottlenecks, and demand that is increasingly exceeding supply can be observed in many areas. Precious metals play a unique role as a crisis currency. What is negative for consumers and demanders is a profit booster for commodity producers - rising prices. These companies should be among the beneficiaries. Who will be ahead at the end of the year?
Read
Commented by Stefan Feulner on March 23rd, 2022 | 14:01 CET
Rheinmetall, Altech Advanced Materials, K+S - Seizing the momentum
Since the outbreak of the Ukraine conflict about three weeks ago and the announcement of sanctions against Russian goods and companies, the winners and losers on the stock market have clearly emerged. While defense companies were not an investment object for fund managers or private investors from an ethical point of view in the recent past, there is now a strong investment in companies such as Rheinmetall, Hensoldt & Co. At the same time, no defense contracts have yet been awarded by the German government, nor is it clear whether the necessary raw materials will be available. Therefore, it would come as little surprise if the currently inflated valuations were to implode soon.
Read
Commented by Armin Schulz on March 16th, 2022 | 11:04 CET
K+S, MAS Gold, Hensoldt - Shares around fertilizers, gold and armaments on the upswing
Even in times of crisis, there are always winners. In the case of the Ukraine crisis, these are the fertilizer producers due to the lack of wheat from Russia and Ukraine. With their fertilizers, wheat producers are trying to at least partially meet the excess demand. Gold managed to break out on the upside after the war began and is still considered a safe haven. Last but not least, of course, the defense industry is benefiting from the war drive. Today, we take a look at one company from each sector.
Read
Commented by Fabian Lorenz on March 15th, 2022 | 11:56 CET
Nordex, K+S, Defense Metals: Shares for the "inflationary shock"?
Russia's war in Ukraine is causing massive dislocations in the commodity markets. Not only for oil and gas but also for metals and agricultural commodities. The consequences are clear: Everything is getting more expensive. At the same time, resources outside Russia and China are becoming strategically more important. That speaks in favor of the German potash producer K+S. However, the share has already done very well, with analysts issuing warnings. The situation is different for Defense Metals. The Canadian rare earth explorer is described as an "undiscovered pearl" with takeover fantasy. In the meantime, renewable energy must also be called a commodity. Nordex benefits from this and receives tailwinds from analysts. But, there are also problems at the wind turbine manufacturer, and these need to be solved.
Read
Commented by Stefan Feulner on March 11th, 2022 | 12:23 CET
K+S, Edison Lithium, BASF - Explosives for the stock markets
Inflation is rising sharply, and there is uncertainty due to the increasing geopolitical tensions with sanctions, which are supposed to hit Russia in particular but are having a one-to-one impact on our wallets. For example, energy prices are rising enormously, with gasoline increasing by more than 50 cents at the pump within a few days. The switch from fossil fuels to renewable energy sources will take time, but it will almost certainly not be cheaper. The price of lithium alone, an elementary metal for electric mobility, has quadrupled since the summer of last year. The primary beneficiaries of the runaway inflation are undoubtedly the producers of the in-demand raw materials.
Read