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Commented by Juliane Zielonka on May 9th, 2024 | 07:15 CEST
Carbon Done Right, Varta, Siemens Energy - On the road to success with clean energy
The global energy transition requires active measures to tackle current environmental issues. Companies such as carbon credit trader Carbon Done Right are proving how a consistent focus on clean energy through environmentally friendly projects brings environmental and economic benefits. Their innovative use of AI to precisely monitor their tree inventories ensures complete traceability of their carbon credits, which creates trust with investors and buyer companies such as Microsoft. Innovations are urgently needed for economic success at VARTA AG. A large-scale battery research project based on common salt as an energy source is intended to bring the ailing company back into the profit zone. Siemens Energy is already one step ahead. The current balance sheet reflects the ongoing restructuring measures and tough cost-cutting measures to further advance clean energy technologies. But one thing is falling by the wayside...
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Commented by André Will-Laudien on May 9th, 2024 | 07:00 CEST
Biotech and pharma stocks finally follow suit! Novo Nordisk, Bayer, BioNTech, Vidac Pharma and Evotec on the buy list
Things looked very different at the beginning of the year. After a brilliant rally in the Nasdaq Biotech Index at the end of last year, investors thought the upswing could continue in 2024. So far, this hope has not been confirmed. The main focus for the industry is the refinancing conditions. These have gradually deteriorated, as stubborn inflation is keeping central bank interest rates high. And judging by the wording of central bankers, the next interest rate cut does not seem to be penciled in yet. However, if it happens in the summer, things will likely move quickly for the life sciences sector. Then a quick sector rotation is the order of the day! Here is our buy list for the upcoming event.
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Commented by Fabian Lorenz on May 8th, 2024 | 06:45 CEST
BUY RECOMMENDATIONS! Are Evotec, Super Micro Computer, and Royal Helium about to take off?
Evotec's share price has plummeted by around 50% this year. Consequently, the stock is among the year's losers. However, several buy recommendations are raising eyebrows. Is the turnaround imminent? The Royal Helium share is also ripe for a turnaround. The little-known noble gas is used in the defense industry, medical technology and for quantum computers, among other things. Royal Helium aims to transition from an explorer into a producer and has enlisted strong partners to achieve this. Will the share see a breakthrough after the ongoing capital increase? And what about Super Micro Computer? The AI high-flyer seems to have overcome its phase of weakness. Is it now heading for new all-time highs?
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Commented by André Will-Laudien on May 7th, 2024 | 08:45 CEST
Artificial intelligence is on the rise - Nvidia, Super Micro Computer, Mountain Alliance, and Microsoft in focus
What James Cameron envisioned as a horror movie in the 1980s with his film "Terminator" has now become a reality: "Machines are taking over thinking". Experts expect the use of artificial intelligence (AI) in digitally configurable processes to result in double-digit productivity gains over the next few years. Not since the introduction of industrial robots have there been such leaps. The flip side of the coin is that jobs are now being destroyed around the globe, as simple intellectual tasks that can be performed by machines will gradually be cut back. Standard services or digital control processes, such as those in call or quality centers, will be particularly affected. From this perspective, the stock market has already mapped out a megatrend for an entire decade and sent selected AI stocks through the roof accordingly. What should investors focus on now?
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Commented by Armin Schulz on May 7th, 2024 | 07:00 CEST
Novo Nordisk, Cardiol Therapeutics, Pfizer - Pharma Watchlist: Three top innovators
In the rapidly evolving world of biotechnology and the pharmaceutical industry, a single drug can make all the difference, especially when these drugs are unique. They have the potential to change the entire sector by setting new standards in therapy, addressing unmet medical needs, and ultimately improving the quality of life of countless patients worldwide. These drugs are often called blockbusters and generate revenue of more than USD 1 billion. Innovation often also means creating a moat against the competition. Today, we take a look at three companies that are pursuing unique approaches.
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Commented by André Will-Laudien on May 6th, 2024 | 07:30 CEST
Attention e-mobility 2.0, now China is in demand! BYD, Almonty Industries, VW, and Mercedes in focus
Even though e-mobility has stuttered in Germany since the scrapping of the environmental bonus, the production of new vehicles "Made in China" is running at full speed. Manufacturers are still trying to pack more range, durability and stability into the units. Conceptually, electric vehicles only make sense if inexpensive electricity can be used for charging. Fast charging stations on the highway cost between 55 and 95 cents per kilowatt hour; Tesla charges an average of 43 cents but asks external customers to pay up to 64 cents. Without the tax disadvantage, optimized diesel vehicles have the same operating costs as electric vehicles. Where the combustion engine clearly scores points, however, is in winter operation, independence, and range. What is more, the battery in an electric vehicle needs to be replaced after 10 years, while the diesel engine has only just warmed up with 150,000 km of performance. Where are the opportunities for shareholders?
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Commented by Armin Schulz on May 6th, 2024 | 07:15 CEST
Bayer on the path out of crisis. With their oncology pipelines, are Defence Therapeutics and BioNTech also on the verge of a turnaround?
After several years of stumbling from one crisis to another, pharmaceutical and agrochemical giant Bayer is now showing signs of a recovery on the horizon. As Bayer navigates its long and rocky road out of the crisis, investors and industry experts are now turning their attention to two other exciting biotech companies: Defence Therapeutics and BioNTech. Both companies, which have caused a sensation in the past mainly due to their revolutionary approaches in cancer therapy, could follow in Bayer's footsteps with their promising oncology pipelines, moving from uncertainty to a bright future.
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Commented by Stefan Feulner on May 6th, 2024 | 07:00 CEST
Canopy Growth, Globex Mining and Rock Tech Lithium with strong signals
Now that the precious metals gold and silver are taking a breather after a rally, other markets are becoming the focus of investor interest. In addition to copper, which is likely to reach new highs in the medium term due to supply shortages, lithium, an industrial metal essential for electromobility, continues to work on bottoming out. However, the highlight of the past week in terms of volatility was cannabis stocks, which are expected to remain in focus in the coming weeks.
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Commented by Juliane Zielonka on May 3rd, 2024 | 07:00 CEST
Kraken Energy, Barrick, Nel ASA - High-yield investments with growth potential
The hunt for raw material resources has always been a race for the best possible energy supply. When sources are in one's own country or economically friendly neighboring countries, the risk of supply disruption is low. Nuclear energy is still one of the most efficient solutions. The US is a leader in the use of uranium. This benefits the Company Kraken Energy, which has dedicated itself entirely to the exploration of uranium deposits in North America. Due to the geopolitical conflicts, the price of gold has already risen by 14% in the last 6 months alone. Barrick has now published its quarterly results, and investors can rejoice. The Norwegian hydrogen company Nel ASA also has reason to celebrate. Here, too, a pact with its big brother is extremely promising...
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Commented by Fabian Lorenz on May 2nd, 2024 | 07:00 CEST
Profit more than doubled! Barrick Gold, Nel shares, Globex Mining ripe for take-off
While defense and AI stocks have already performed brilliantly this year, there are also stocks with catch-up potential. One of these is Barrick Gold. Despite a record gold price, the shares of one of the world's leading gold producers are trading at 2019 levels. Will the latest quarterly results bring a breakthrough? In any case, profits have more than doubled, exceeding analyst estimates, and the Company continues to expand. Also gaining momentum in recent weeks is the share of Globex Mining. The mining incubator offers a unique diversification opportunity in the commodities sector. The news flow is convincing and could continue to drive the share further. The Nel share also needs a boost. The hydrogen pioneer can look forward to a major order. Could this trigger a turnaround in the share price?
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