RENK AG O.N.
Commented by André Will-Laudien on April 5th, 2024 | 07:15 CEST
AI, Defense, and Hydrogen - The explosive mix: Super Micro Computer, First Hydrogen and Renk Group
After an extended rally on the NASDAQ, in the DAX-40 and most recently in the Nikkei 225, sector rotations are now setting in. The next few weeks will show whether the AI sector has already turned around. Only once in stock market history has there been a stronger first quarter for a particular sector. The hydrogen hype in the transition from 2020 to 2021 was when Plug Power saw its share price increase twentyfold. It is hard to believe what liquidity-spoiled stock markets can achieve. Now, however, investors should keep their eyes open, as the artificial intelligence and defense sectors are similarly overinvested, just as H2 stocks were a few years ago. The time for reallocation has likely come.
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Commented by Fabian Lorenz on April 3rd, 2024 | 07:15 CEST
Renk, Super Micro Computer, Royal Helium: SHARES UNSTOPPABLE!
The Renk share is unstoppable. Yesterday, the shares of the defense technology company surged by 7% at its peak. The share is scratching at the EUR 40 mark and has thus more than doubled since the IPO in February of this year. While the share price is being driven by politics, analysts are beginning to lose interest. So, is it time to exit now? The defense industry needs helium just as much as medical technology and quantum computers. Royal Helium is one of the few listed companies in this sector. The Company is currently making the leap from explorer to producer, a move that should benefit the share. Helium is also needed to produce the AI semiconductors used by Super Micro Computer. Microsoft, OpenAI, and Amazon show that the hunger for AI data centers is far from satisfied. They plan to invest over USD 200 billion in new supercomputers.
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Commented by André Will-Laudien on March 28th, 2024 | 09:00 CET
Attention: Uranium despite the energy transition! Does this fit together? Plug Power, Nel ASA, Kraken Energy and Renk Group in focus
It feels like a paradox. The EU aims to be largely climate-neutral by 2050. The main focus is on mobility, heat and energy generation. As a core country of the EU, Germany is taking the political lead in the necessary measures. While France, Poland, Finland and the Czech Republic are actively expanding nuclear energy, this form of energy is virtually taboo in many other countries. Germany has been able to increase its renewable energy sources to over 50% with billions in subsidies at the expense of the taxpayer and the price of energy. Yet, Berlin still has to buy cheap electricity from abroad and also use coal and gas to stabilize the grid. It all sounds kind of crazy, but it gets really interesting when the wind isn't blowing and the sun is only to be found behind the clouds. Which shares should be considered in this mixed situation?
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Commented by André Will-Laudien on March 12th, 2024 | 07:15 CET
Profit-taking in Defense and AI - What else is going on? Rheinmetall, Almonty Industries, Renk and Hensoldt
Armaments stocks have been on the sunny side in the current year, 2024. Investors in this segment clearly outperformed the DAX 40 index. Due to the geopolitical situation and a redefined EU security policy, investors have rediscovered the sector. NATO member states are being called upon by the US to strictly adhere to or further increase their percentage of gross domestic product invested in defense. Donald Trump, who may return, wants to deny renegade allies the backing of the US in an emergency. Although nobody believes in this scenario, the announcement has had the effect that orders for new armaments technology have reached a new all-time high. Which shares are still in focus?
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Commented by André Will-Laudien on March 6th, 2024 | 11:40 CET
Bitcoin soon at USD 100,000? The music is also playing at Rheinmetall, Renk, Manuka Resources and BYD!
The stock market is not a one-way street. While Bitcoin reaches new highs daily, many stocks are still on the sidelines. Only 21% of all listed shares reached a new high in 2024, yet the Nasdaq 100 and the DAX 40 index are at their all-time highs. Only a few stocks are gaining favour with investors; others are being left behind. The current focus is on high-tech stocks that enable ever-greater computing power, such as in mining or artificial intelligence. In addition to gigantic amounts of data, mining requires trillions of computing operations to be carried out in a very short time. There are rewards in the form of new bitcoins for confirming transactions on the blockchain, but they will be halved by the next "halving" event in April. Armament values, on the other hand, seem to be heating up. So how much time is left to reap further leaps in returns?
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Commented by Fabian Lorenz on February 29th, 2024 | 08:00 CET
Renk, Hensoldt and Desert Gold: Price gains with armaments and gold
German defense stocks are currently in high demand. Rheinmetall shares have already gained 40% in the current year, while Hensoldt achieved a performance of 35% in the first two months of 2024. The figures for 2023 only dampened the mood briefly. What do analysts say about Hensoldt's share price potential? Stock market newcomer Renk still has to establish itself. But the IPO is beginning to bear fruit. Gold shares should also benefit from the global uncertainties. However, the performance of Barrick & Co. in recent years has been disappointing. Desert Gold could become the surprise stock of the year. According to experts, the explorer was the talk of the town at the recently concluded Mining INDABA trade fair in Cape Town, South Africa.
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Commented by André Will-Laudien on February 27th, 2024 | 07:00 CET
Timing is half the battle! Watch out for defense stocks: Renk, Rheinmetall, Hensoldt, and dynaCERT in focus!
Despite a red-green government, defense stocks are in demand again in Germany. After years of pacifism, Berlin's traffic light government is now firing up arms investments everywhere with conviction. The aim is to make the war in Ukraine a success for Europe by supplying weapons - an interesting experiment and an entirely new direction in the German political spectrum. The underfunding of the German Bundeswehr has been rightly recognized, and now an additional EUR 100 billion is to be allocated under the Basic Law. The stock market picks up on this trend and values the sought-after armaments higher and higher, and international exports are now more legitimized than ever. That is how quickly times change. This brings fantasy to the share price and a windfall for resourceful investors. Where do further opportunities lie?
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Commented by Armin Schulz on February 21st, 2024 | 07:30 CET
Barrick Gold, Desert Gold, Renk - Golden times everywhere?
The world is full of economic uncertainty and geopolitical tensions. These are ideal conditions for gold, which is still considered a safe haven. There are now several factors that point to a sustained upswing in gold prices. One factor is the increased involvement of central banks, which are increasing their reserves to an extent not seen for decades. Another factor is the discussion within the BRICS nations about introducing a new currency backed by gold as a counterweight to the dominant US dollar. Therefore, today, we look at two gold companies and shed light on Renk, a representative of the defense industry, which is also experiencing golden times.
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