PORSCHE AUTOM.HLDG VZO
Commented by Juliane Zielonka on October 27th, 2023 | 07:00 CEST
Porsche share, Globex Mining, Bayer AG - Who offers the most profitable return?
Despite good figures, economic turbulence in the major customer China continues to make Porsche cautious about its forecasts for the coming year. The situation is quite different for the explorer Globex Mining, which has a mineral property with the valuable raw material vanadium in its portfolio. Vanadium is used in nuclear power plants, aircraft and spacecraft. Its 1% interest in a mineral property that can generate an expected annual free cash flow of USD 235 million for the next 21 years puts it in a good position. The net present value in this account from the interest is also positive. Bayer, on the other hand, has lost another glyphosate lawsuit. Find out what is so significant about this case here.
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Commented by Juliane Zielonka on May 4th, 2023 | 08:50 CEST
Bayer AG, First Phosphate, Porsche - In the fast lane with the right stock mix
Can sustainability and profitability go hand in hand? When looking at First Phosphate, a company that recently went public, this is true. The Company has found its place in the niche of LFP batteries for the global energy transition. Porsche AG also knows that electromobility is winning the race. The eMacan is selling so well that CFO Meschke has set a target return of 19%. Is that what Bayer's new CEO, Bill Anderson, is thinking? The conglomerate of Consumer Health, Crop Science and Pharma has more potential than the market is currently pricing in.
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Commented by André Will-Laudien on March 9th, 2023 | 10:56 CET
Running out of fuel? BYD, Porsche, VW, Globex Mining - Metals in demand!
In benchmarking, anyone who sees electromobility at the forefront cannot ignore a powerful battery. In the last 3 years, there have been no real leaps forward in development, but at least power compression in lithium-ion technology achieved a doubling of the range and, in parallel, also lowered the previously long charging times. This made an electric vehicle suitable for long-distance travel for the first time, even though faster discharge must be expected in winter due to non-engine services such as heating. But technological development continues, and BYD, as one of the world market leaders, sets technological standards. Which stocks are the favourites in the sector?
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Commented by André Will-Laudien on September 7th, 2022 | 13:41 CEST
Artificial intelligence shopping with these stocks: Infineon, BrainChip, Porsche, VW
It is hard to imagine tomorrow's high-tech applications without them: small, miniaturized chips that take over the intelligent control of our modern appliances. These nimble marvels must not only perform their programmed tasks but also save power and space. Engineering centers worldwide are trying to develop chips that learn from exogenous influences, i.e. that detect their environment through speech recognition or corresponding sensor technology, evaluate states and develop reaction categories. For example, if an object the size of a ball rolls from the right edge of the road across the center of the lane, such systems are supposed to trigger braking with the help of optics and sensor technology. Bravo if it works - where are the opportunities in the current stock downturn?
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Commented by André Will-Laudien on March 9th, 2022 | 12:56 CET
Panic oil price USD 130: Volkswagen, Porsche, Nevada Copper, Mercedes - Next push for e-mobility!
The panic moves in the oil and gas markets are making a trend increasingly apparent: For raw material importers, the historical dependence on fossil fuels is becoming unaffordable. Consequently, alternative energy and drive concepts are enjoying a renaissance, and GreenTech stocks are already the big winners. The same applies to copper: It is an essential metal for the high-tech industry due to its extreme conductivity. There has been a supply deficit since 2019, and the price has already quintupled in the years 2020 to early 2022. Who will close the dramatic gap?
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Commented by Nico Popp on February 28th, 2022 | 10:33 CET
Shake-up in the auto industry - who loses, who benefits: Porsche, Altech Advanced Materials, Volkswagen
Porsche's planned IPO created a mood of celebration on the market at a turbulent time. The mood among the Porsche and Piëch families is also likely to be one of expectation. After all, they are to receive a blocking minority and would thus once again have more power over their Company. VW is also hoping for advantages from the IPO of its profitable subsidiary: For example, in investments in electromobility and in the valuation of the entire Group. Here's what the deal means for the companies involved and what the consequences could be for smaller technology providers.
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Commented by Juliane Zielonka on February 24th, 2022 | 13:37 CET
Perimeter, PayPal, Porsche - In the fast lane with high-speed innovations
Tech values such as PayPal are currently losing a lot of ground. A wonderful exception in these turbulent times are MedTech companies like Perimeter Medical Imaging. The Company has commercialized an imaging technology that confidently assists surgeons in clinical decision-making, further enhancing patient safety in oncology. What is happening at high speed in the healthcare industry outside Germany is impressive. In contrast, Porsche's popular IPO is not quite getting off the ground yet. There are many talks to be held with various board members to bring the brand back to the family.
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Commented by Nico Popp on January 5th, 2022 | 09:22 CET
A portrait of three hot stocks: Rock Tech Lithium, Nevada Copper, Porsche
Shift down a gear, change lanes, and then feel the engine's thrust. Friends of sporty driving must have been relieved when the new German government presented the coalition agreement, and it did not include a speed limit. Powerful overtaking maneuvers are generally most successful with an electric car. So sustainability and driving pleasure do not have to be a contradiction in terms. But for e-cars to be truly green, they need sustainably mined raw materials and companies that can make the most of them. We present three shares that not only make driving fun on the road but also give your portfolio a boost.
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Commented by André Will-Laudien on December 20th, 2021 | 12:39 CET
Porsche, Diamcor Mining, Aston Martin, Gucci - Who wants to do without luxury?
The Ridley Scott film "House of Gucci" is currently running very successfully in German cinemas. The film's plot shows the disintegration of the Tuscan family dynasty, which is said to have happened in this or a similar way: Gucci has been writing bad numbers for years, is considered old-fashioned and outdated. The two company owners refuse fundamental renewals and stumble at the economic changes in the 1980s. The family runs into tax problems and inheritance disputes and ultimately fails to keep the group going. But the brand is strong, and a takeover by investors from abroad is quickly on the cards. So nothing stands in the way of the transformation of the House of Gucci. A film worth seeing about rising, world fame, mismanagement and decay. Many stock market stocks run in similar cycles; luxury stocks, in particular, are very susceptible to fads, but they also hold their value.
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Commented by Nico Popp on December 9th, 2021 | 05:01 CET
LVMH, Diamcor Mining, Porsche: Luxury as a safe bank
Christmas is the season for gift-giving. Especially towards the end of the year, we like to give our loved ones, business partners, and friends gifts. The last quarter is traditionally strong for shares from the consumer goods sector. Jewelry manufacturers also benefit from the end of the year. Since consumers like to give gifts regardless of the economy, and luxury, in particular, can be a bit of a cyclical business, we present stocks from this sector.
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