PORSCHE AG
Commented by Fabian Lorenz on November 2nd, 2022 | 12:34 CET
Gas price collapses: BASF, Porsche, Meta Materials in an upward trend
The sharp fall in gas prices is creating a good mood among investors. This week, the forward contract (TTF) for natural gas fell to below EUR 100 per MWh, its lowest level since June. This is fueling hopes that inflation will cool and the recession will be less severe. The direct beneficiary is, of course, BASF. In addition, a subsidiary is currently earning billions, and analysts see further price potential overall. According to them, the chemical group is currently "simply too cheap". This could also be the case with hot stock Meta Materials. Recently, new orders have given a boost to the share price. Should the Canadians continue the commercialization of the patent portfolio so successfully, significantly higher prices are possible. After the stuttering IPO, the Porsche share has stepped on the gas. But from the analysts' point of view, the air is slowly getting thinner.
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Commented by Nico Popp on November 1st, 2022 | 13:37 CET
These valuation firecrackers will amaze you! Porsche AG, Barsele Minerals, BASF
Many successful investors on the stock market believe that if you get in at a good price, you can almost secure half the profit. But it is not always worthwhile to enter at a low price. During a rally, for example, it can be a good idea to bet procyclically on the horses already in the lead. And today? The market is challenging. The bear market rally seems to be exhausted. We use three examples to explain the role that valuations are currently playing.
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Commented by André Will-Laudien on October 27th, 2022 | 11:31 CEST
Next push in e-mobility: Porsche, Kodiak Copper, Nio and BYD in investors' focus!
It would not be correct to project the important raw material copper purely onto e-mobility. Of course, global copper demand is rising due to many electrical engineering applications. But it is also falling in the wake of a slowing construction boom. If fewer houses are built worldwide, the copper demand will fall more sharply than repeatedly forecast. In principle, however, the trend for 2024 and beyond points strongly upward. Mobility will have to make a major move in the direction of e-mobility if the climate targets of the politicians currently in power are to be implemented - out with the combustion engine, in with e-mobility. In the medium term, this means three times as much copper is needed as in 2015. Which shares will come into focus?
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Commented by Fabian Lorenz on October 20th, 2022 | 13:01 CEST
Shares: Porsche does it like Tesla - Varta is not there, and Infinity Stone Ventures?
E-car specialists like BYD and Tesla have had them for a long time: their own gigafactories. German automakers have long neglected their own battery production. It is surprising because, with electromobility, energy storage is becoming the heart of every car. Here in Germany, Porsche is now stepping on the gas and accelerating the development of its battery production. This could become a model for the entire VW Group. Unfortunately, German battery hopeful Varta is again not involved in the project. The Company seems to be making no headway in its search for partners. No matter who builds the batteries, companies like Infinity Stone Ventures stand to benefit. The specialist for critical raw materials is currently stepping on the gas in its projects, and the positive newsflow should continue.
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Commented by André Will-Laudien on October 4th, 2022 | 12:59 CEST
Shares in focus: VW, Porsche, Barsele Minerals - Big shifts, many opportunities!
At the moment, shares are becoming cheaper rather than more expensive. What is unusual is not the fact that prices are falling, what is disturbing is the phase of falling valuations that has now been going on for some time. In the current environment of rising capital market interest rates, refinancing is also becoming more difficult for companies, and it now has its price again. Volkswagen AG from Wolfsburg owns many stakes in valuable automotive brands. In order not to let the debt increase further, parts of the holdings are now being placed on the stock exchange. Not a bad way to fill the coffers again. What should investors look out for now?
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Commented by André Will-Laudien on September 30th, 2022 | 12:36 CEST
Higher, faster, further: BYD, Infinity Stone, Porsche, Varta - The energy transition stock portfolio is wanted!
The words "energy turnaround" are used a lot in public. The majority understand it to mean the use of GreenTech to generate energy while avoiding dangerous climate gases. Unfortunately, the leaks from the Nord Stream 2 pipeline, which is not in operation, are leaking the amount of gas into the atmosphere every day that the state of Denmark consumes in an entire week. This makes us painfully aware of how strongly warlike actions counteract efforts to save the climate. On the stock market, it is important to turn our gaze away from current events and toward a more peaceful future, where good ideas for sustainable change will also be rewarded. Which stocks belong in the portfolio?
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