RENK AG O.N.
Commented by Fabian Lorenz on May 13th, 2025 | 07:15 CEST
Stocks are taking off! Nel, RENK, Walmart partner MiMedia! Is the tariff chaos coming to an end?
Will MiMedia's stock break through resistance and shoot to a new all-time high? The chances are good, as the cloud insider tip has navigated the tariff chaos of recent weeks surprisingly well. Now, the Company is set to scale up in Latin America with retail giant Walmart. With gross margins of 80% and above, the upside is substantial. Could new momentum come from the CEO soon? Things are already heating up at Renk - tomorrow's update will be crucial. Can the high-flyer's order backlog and outlook convince investors? Analysts remain cautious, and the potential downside for the stock should not be underestimated. And what is Nel doing? For shareholders, it is a rollercoaster once again. An order cancellation is followed by new hopes that the EU might completely cut off the Russian gas tap.
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Commented by André Will-Laudien on May 12th, 2025 | 07:10 CEST
Is RENK riding the next wave? Heidelberg Materials and Argo Living are at the forefront of sustainability!
Russia's war of aggression against Ukraine and the recent tensions in transatlantic relations have triggered a profound change in the financial sector. Today, Fund managers ask themselves which criteria can be used as "ESG-compliant" or "sustainable" in this new era. The industry remains divided when it comes to defense companies. Nevertheless, fund managers are almost forced to invest in defense in order not to miss out on the steep return trend in 2025. Investors find themselves caught between expected returns and the desire for peace and stability. For RENK shares, this dilemma has given rise to dream returns that, in our view, are not yet reflected in the current figures. Heidelberg Materials and Argo Living, on the other hand, are focusing on sustainable products and have delivered impressive balance sheets so far. Investors should proceed selectively.
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Commented by Fabian Lorenz on May 5th, 2025 | 07:00 CEST
NEW PRICE TARGET: RENK, Novo Nordisk, and takeover candidate BioNxt Solutions
Analysts are raising their price target for RENK shares significantly. However, they appear to be trailing the current share price. Things will likely get exciting at RENK on May 15, when fresh figures and, hopefully, a well-filled order book will be reported. BioNxt Solutions shares are currently of interest. Clinical trials are about to begin on the development of the leading product for the easier treatment of multiple sclerosis. The stock is cheap and seen as a hot takeover candidate - perhaps for Novo Nordisk? With simplified administration, the Danes could further accelerate sales of Ozempic and potentially reduce costs. The stock is working on a bottom, and analysts recommend it as a "Buy".
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Commented by Armin Schulz on May 2nd, 2025 | 07:00 CEST
Military, precious metals, AI technology: Why RENK Group, Golden Cariboo Resources, and Super Micro Computer are booming right now
2025 is shaping up to be a year of superlatives. The defense industry, gold market, and AI technology are all experiencing an unprecedented boom. While conflicts and arms races are causing demand for high-tech military solutions to skyrocket - with German defense giants recording double-digit growth rates - gold prices are soaring to record highs. Investors are fleeing to the safe haven of precious metals in the face of geopolitical turmoil and inflation. At the same time, AI is not only driving consumer goods but also revolutionizing security strategies and data infrastructure. We take a look at an exciting company from each of these sectors.
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Commented by Fabian Lorenz on April 29th, 2025 | 07:05 CEST
Out of RENK and Co. and into Almonty shares? China's sharpest sword! Another 100% price gain with the tungsten high-flyer?
"Restrictions on the export of rare earths are the sharpest sword China can wield," Harald Elsner of the German Raw Materials Agency told FAZ. Reserves are likely to last only a few weeks for German industry. While RENK, KNDS, and Co. are trembling in the face of export restrictions, Almonty's strategic importance for the Western defense industry and beyond is becoming increasingly clear. Like defense stocks, the tungsten producer's share price has more than doubled in the current year. However, the valuation remains low, and analysts see more than 100% upside potential. There are good reasons why the tungsten stock rocket could ignite the next stage as early as tomorrow.
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Commented by Fabian Lorenz on April 25th, 2025 | 07:00 CEST
RENK BEFORE TAKEOVER? Will Evotec and AI gem NetraMark be swallowed up?
Is RENK on the verge of a takeover? In any case, the antitrust authorities have approved the entry of a new major shareholder. Could the takeover of the gearbox manufacturer herald a consolidation in the European defense industry, as announced by the head of Hensoldt? So far, there have only been small acquisitions, such as those of Rheinmetall. There is also movement in the pharmaceutical and biotech sectors. The Trump tariffs are shaking up the industry. NetraMark's AI software helps reduce costs and save time in drug research. The AI insider tip's stock still appears cheap and could skyrocket amid takeover speculation. Evotec has also been repeatedly mentioned as a takeover candidate. Yesterday, a large milestone payment was reported. How are the shares performing?
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Commented by André Will-Laudien on April 23rd, 2025 | 07:10 CEST
No Trump frustration with 123fahrschule and Mutares, but caution is advised with defense stocks such as RENK, Hensoldt, and Steyr!
The daily news is driving stock market activity. After a rollercoaster ride caused by Trump, popular tech stocks such as the Magnificent 7 are now down a good 20%. In the case of Nvidia, the stock is now USD 50 below its peak. For many, this is an opportunity to finally take a breather and think about the rest of the stock market year. Small caps such as the successful 123fahrschule continue to work on their growth programs, and Mutares is making good progress with its investments. The hot defense stocks RENK and Hensoldt appear somewhat overpriced. Those who want to generate returns now must be very selective and invest in specialties. After gains of just under 10% per annum, global ETF savers will likely take a break from returns in 2025. In the meantime, flexible investors will come out on top. Here are a few ideas.
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Commented by Fabian Lorenz on April 17th, 2025 | 08:15 CEST
Billions for defense and hydrogen: RENK, Nel ASA, and dynaCERT – Profiteer or "dead cat"?
In the coming years, billions will be invested in defense, hydrogen, and energy efficiency in Germany alone. The grand coalition has committed itself to this in the coalition agreement. The CO2 price is set to play a central role in climate protection. dynaCERT is expected to benefit from this, as the cleantech company's retrofit kits for diesel engines reduce CO₂ emissions. Analysts see multiple potential for the share. How quickly such a multiplication can happen has been recently demonstrated by RENK's share price. Despite hitting record highs, analysts recommend buying. And what is behind the price jump at Nel ASA? New hope, or are the Norwegians just a "dead cat bounce"?
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Commented by André Will-Laudien on April 16th, 2025 | 07:55 CEST
Gold in focus, Defense accelerates again – Agnico Eagle, Golden Cariboo, Hensoldt, and RENK in focus
The daily theatrics are hard to beat. US President Donald Trump is engaging in slapstick and snubbing long-standing trading partners. In his own country, he leaves no stone unturned in his efforts to counterbalance the nearly USD 36 trillion national debt through savings and additional revenues. This creates great uncertainty in the stock markets and causes economic institutes to calculate more precisely whether, instead of growth, a recession may be looming. But perhaps it is all just a test to force political partners to the table. However, the threat of inflation means that precious metals remain in focus. Unresolved geopolitical conflicts also continue to drive defense machinery forward. Here, a volume in the triple-digit billion range is expected, which will result in revenue in the coming years. The train is running at full steam!
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Commented by Fabian Lorenz on April 8th, 2025 | 07:00 CEST
Winners in the tariff quake: Renk, Nel ASA, Almonty – China attacks US defense industry
The tariff quake on the stock markets continued yesterday. For companies like Nike and the German automotive industry, the extent of the consequences is still unclear. However, there may also be winners. Tungsten producer Almonty emphasized yesterday that its defense-critical raw material is exempt from tariffs. In addition, China is tightening its controls on the export of critical raw materials. This makes Almonty shares even more attractive. Is a NASDAQ listing the next surprise? The effects of the tariffs are also likely to be manageable for RENK. The transmission manufacturer for tanks and other military vehicles has excellent business prospects here in Europe. The share was again recommended as a "Buy". Hydrogen could also benefit, as it helps diversify Europe's energy supply. Can Nel ASA benefit from this? A study shows that more investment in electrolysis capacity is needed in Europe.
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