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Commented by André Will-Laudien on April 3rd, 2024 | 07:25 CEST
Bitcoin and Stromer need the energy transition! BYD, Edison Lithium, Nikola - Is it time to buy low?
Despite recent declines in electric mobility, the development of traction batteries is breaking new ground. Sodium is under discussion to replace toxic lithium. The new technologies also mean that cobalt and nickel are no longer required. Former lithium companies are changing their business models, but the raw material will still be urgently needed for at least another decade. We are looking at a market that is about to change course. Where do the opportunities lie for agile investors?
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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 Stefan Feulner on April 2nd, 2024 | 07:10 CEST
Glencore, Almonty Industries, Albemarle - Commodities on the verge of a rebound
The first quarter of the stock market year 2024 is already history, and despite many disruptive factors, it has turned out better than many expected. Germany's leading index, the DAX, achieved growth of almost 11% and reached a new all-time high. The precious metal gold also reached the highest level in its history at USD 2,233 per ounce at the end of the quarter. In contrast, important commodities needed for the climate and energy transition are lagging. After months of bottoming out, copper, tungsten and lithium offer attractive entry opportunities at the current levels.
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Commented by André Will-Laudien on April 2nd, 2024 | 06:55 CEST
AI shares in takeover frenzy, further gains of over 100% possible with Nvidia, Exasol, Palantir and Super Micro Computer
In the first quarter of 2024, the stock markets were at their friendliest, but the focus was almost exclusively on Bitcoin, Artificial Intelligence and high-tech. Meanwhile, the market leader in fast chips, Nvidia, has become the epicenter of future Big Data and AI applications. Productivity increases of over 20% per year are expected worldwide through the use of artificial intelligence in businesses, but commercial market penetration is still in its infancy. Therefore, it can be assumed that the rally will continue or even accelerate in the current environment. In addition to the well-known crowd-pullers, there are also latecomers with huge potential, including in Germany.
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Commented by Armin Schulz on April 2nd, 2024 | 06:45 CEST
MorphoSys, Defence Therapeutics, Novo Nordisk - Biotech deals: Corporations on a shopping spree!
In 2023, the volume of business in the pharmaceutical industry, with mergers and acquisitions, reached USD 152 billion despite high interest rates. Experts predict that this momentum could continue as large pharmaceutical companies are facing a wave of patent expiries for their key products that will roll in between 2025 and 2030. Companies are therefore on the lookout for new active ingredients, often by acquiring or licensing developments from smaller biotech companies to compensate for potential revenue shortfalls. There have also been major takeovers in recent months. We take a look at takeover targets and buyers.
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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 Fabian Lorenz on March 28th, 2024 | 08:55 CET
Shares on a high: Up to 300% with Canopy Growth, Super Micro Computer, Aspermont
Is the German cannabis market on the verge of a tenfold increase? The head of Canopy Growth thinks so. The Company wants to profit from the boom. Canopy shares have already benefited and more than doubled. What are the Company's plans here in Germany? Super Micro Computer shares have already multiplied, but analysts remain bullish. Growth is expected to remain high. Aspermont offers a hot turnaround story. The B2B media company for the raw materials industry has freed itself from legacy burdens and now aims to grow more strongly again. Analysts see a high free cash flow and 300% share price potential!
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Commented by Juliane Zielonka on March 28th, 2024 | 08:50 CET
Rheinmetall, Almonty Industries, Bayer AG - Arming up for defense with these stocks
The European Union is providing the defense group Rheinmetall with a total of EUR 130 million for ammunition production. The German company is one of six EU projects that are being funded in a special program to stockpile enough artillery pieces and secure supply chains. Here, Almonty Industries comes into play. Almonty specializes in the exploration, extraction and production of tungsten in two European countries, including Spain and Portugal. Tungsten is used in particular for ammunition. Almonty Industries also operates five mining projects, one of which is the largest tungsten project in South Korea. The increasing demand for the critical metal will soon cause the price of tungsten to skyrocket, as defense is becoming increasingly important for the countries and continents involved in the face of geopolitical tensions worldwide. Defense is also a topic at Bayer. The cancer drug Nubeqa supports the body's immune system in the fight against prostate cancer. Following the recent pipeline flop with Asundexian, the drug has great blockbuster potential and could bring billions of euros into the Company's coffers. Read more about why this is so important for Bayer at the moment.
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Commented by Armin Schulz on March 28th, 2024 | 08:45 CET
TUI, dynaCERT, Evotec - The profit is in buying
In the world of the financial markets, the timeless maxim applies: "The profit is in buying". This tried and tested stock market adage, which may seem trivial at first glance, is actually the key to financial success. Indeed, the price at which an investment is purchased often determines its subsequent triumph or failure long before the sale is even considered. Despite advances in technology and the complexity of markets, the basic lesson remains - buying wisely and at a well-considered price lays the foundation for profits. We have picked out three interesting candidates.
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Commented by Fabian Lorenz on March 27th, 2024 | 08:45 CET
Shares in Focus: TUI, Rheinmetall, and Defense Metals with good reasons for price increases
The TUI share was one of the top performers on the German stock market yesterday. The EUR 7 mark was exceeded, making things exciting on the chart. Analysts expect significantly higher prices for the tourism group. Rheinmetall shares are among the top performers of the year. An end to the price increase is not in sight. The armaments group has announced a new order worth billions. The manufacture of armaments, aircraft, cruise ships and numerous other high-tech products would not be possible without rare earths. However, most of these come from China and Russia. This makes the Defense Metals share interesting. The Company is making great strides with its rare earths project in Canada. The share should also benefit from this progress.
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