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JINKOSOLAR ADR/4 DL-00002

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Commented by André Will-Laudien on April 26th, 2022 | 11:12 CEST

Varta, Nordex, Nevada Copper, JinkoSolar: supply chain broken, copper is the new gold!

  • GreenTech
  • Solar
  • Wind
  • Copper
  • E-Mobility

Global copper inventories and production rates are currently below the level of recent years. This is due to the limited availability of new projects, which can only be put into production slowly and will still consume some investment. In copper recycling, the industry is making progress, but the necessary rates of increase to supply new markets remain too low. Then there are the troubled supply chains, which make it difficult to move larger volumes of raw material at the moment. In the first four months of 2022, copper inventories on commodity futures exchanges were below 2021 levels, and LME inventories in London are likely to fall further because of the demand-pull. The physical copper shortage is not hysteria - it is now a reality on the exchange with spot prices above USD 10,000. Where are the opportunities for investors willing to take risks?

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Commented by Stefan Feulner on April 12th, 2022 | 18:37 CEST

Plug Power, Phoenix Copper, JinkoSolar - Shares for freedom

  • Copper
  • renewableenergies

The conflict between Russia and Ukraine, which has been simmering for weeks, dominates world events. Above all, the implementation of the energy turnaround is at the top of the agenda. Due to the declared sanctions, politics and the economy are facing a stress test on becoming more independent from Russian gas and coal in the future. Longer coal and nuclear lifetimes are on the cards. The traffic light politicians agree that the real path to energy independence is to phase out fossil fuels in the long term. However, scarce raw materials such as copper make this an expensive undertaking.

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Commented by Armin Schulz on April 1st, 2022 | 12:54 CEST

Plug Power, Perimeter Medical Imaging AI, JinkoSolar - Shares for the future

  • medtech
  • GreenTech
  • Hydrogen

Since the Ukraine crisis at the latest, it has been clear that the energy policy will have to look different in the future. While the end of fossil fuels has been heralded before, the transition must now happen faster than initially planned. Hydrogen could play a major role in heavy-duty transportation and energy-intensive industries. In electricity, renewables such as wind and solar power are expected to play a key role. But there are promising developments not only in the energy sector but also in medical technology. Cancer is on the rise worldwide, and any development that helps fight it is welcome. Today we look at stocks from the hydrogen, medical technology and solar power sectors.

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Commented by André Will-Laudien on March 31st, 2022 | 11:57 CEST

Varta, Phoenix Copper, JinkoSolar, Nordex: Numbers upon numbers, where is the explosive?

  • Copper
  • Electromobility

The copper price reached its preliminary high on March 7, 2022, at around USD 10,730. Since then, we have seen a standard consolidation of 3-4%, which is not an unusual occurrence in the present uptrend. Thus, the coveted metal has exploded by over 100% since the beginning of 2020. Large mining groups and copper mines have often been able to post a multiple of this performance for themselves in the same period. For many market participants, the medium-term upward scenario for the industrial metal remains set. Since the political closing of ranks on e-mobility, demand for copper and battery metals has shot through the roof. Mine operators and governments worldwide are alarmed because the current recoverable capacities cover just 85% of the current year's demand. Who can close the gap?

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Commented by Nico Popp on March 14th, 2022 | 10:17 CET

Mercedes-Benz Group, Phoenix Copper, JinkoSolar: Learning from history

  • Copper

Investors who kept a cool head after the outbreak of the Corona pandemic in March 2020 were able to enjoy high profits in the months that followed. Immediately after the outbreak began, share prices around the world plummeted. The media proclaimed the end of the economy as we know it. While this was partly true, the markets' conclusions were initially wrong. Instead of economic decline, scarcity determined prices - until today. Even now, the markets are painting a gloomy scenario, right up to the apocalypse. It looks as if supply and demand will ultimately determine prices after all. For investors with a sharp focus and clear understanding, this can be an opportunity. We present three shares.

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Commented by Carsten Mainitz on February 3rd, 2022 | 14:18 CET

JinkoSolar, Memiontec, Nordex - Elementary profit opportunities!

  • Technology

Fire, Water, Earth and Air - according to ancient teachings, these are the determining elements of our universe. The question is how we can harness them in the future without destroying ourselves in the process. On the one hand, this is about future possibilities of use, but on the other hand, it is also about the question of how we can create fair access for all people in order to avert impending distribution conflicts. Below are three companies whose profits are based on one each of these four elements.

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Commented by André Will-Laudien on February 2nd, 2022 | 13:48 CET

Nordex, Nevada Copper, JinkoSolar: Earning in the copper decade!

  • Copper

According to a 2020 study by the International Copper Study Group (ICSG), Chile, Peru, China and the US were the largest copper producers in the world. Other significant deposits can be found in Australia, Indonesia, Russia, Canada, Zambia, Poland, Kazakhstan and Mexico. While most mines have copper concentrations between 0.2 and 0.8%, there are even deposits in Central and South Africa that can contain 5 - 6% copper. In Europe, the largest copper deposits are found in Russia and Poland. Expert opinions differ considerably when calculating the copper market for the next few years. According to a study by Wood Mackenzie, primary copper demand will increase by 30% to about 25 million tons by 2030. And ore is already in more than short supply today. Where are the opportunities for investors?

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Commented by Stefan Feulner on January 31st, 2022 | 11:28 CET

Steinhoff, Hong Lai Huat, JinkoSolar - Is the lid flying off?

  • RealEstate

Will international furniture group Steinhoff get back on its feet after the accounting scandal of 2017? The settlement with creditors has been confirmed, and now it is all about reducing the horrendous mountain of debt. The situation in the German real estate market is quite different. Here, the German Federal Bank is already warning of overheating following the sharp rise in prices in recent years. There is more potential on other continents of the world, especially in Southeast Asia.

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Commented by André Will-Laudien on January 27th, 2022 | 13:10 CET

Varta, JinkoSolar, Barsele Minerals - Green tech: After the sell-off is before the rally!

  • Gold

Green tech stocks were the clear favorites of investors in 2021. Many stocks from the energy, climate or metals sectors reached multi-year highs. First, the hydrogen hype ran, then the stock market focused on battery makers and e-mobility, and toward the end of the year, uranium and lithium suppliers were bullish. A healthy rotation of green themes, further spurred by the Glasgow climate conference in November. Now some prudence has returned, prices fell slowly at first and then violently in the last few days. Where are the opportunities now?

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Commented by Stefan Feulner on January 18th, 2022 | 11:30 CET

Taiwan Semiconductor, BrainChip, JinkoSolar - Markup in the chip industry

  • Technology

The chip crisis was one of the most discussed topics of 2021. The shortage of semiconductors led to production stops, short-time work in the automotive industry, and skyrocketing prices. Even for the current year, manufacturers still do not see any relief on the market. In general, the semiconductor industry is in a strong state of flux. With the development of chips based on artificial intelligence, a new generation is now finding its way to the mass market. The best example is the Australian Company BrainChip, for which the doors to commercialization have been opened wide.

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