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Commented by André Will-Laudien on October 26th, 2023 | 14:25 CEST
Lithium: The million-ton question! BASF, Standard Lithium, Edison Lithium, Varta - The Top List for 2024
Lithium-ion batteries are the most widely used battery type for electric vehicles and stationary energy storage. Estimates vary widely, but by 2025, we will need between 500,000 and 850,000 thousand tons of lithium, but in 2022 only 130,000 tons were produced. Against the backdrop of continued high global demand for e-vehicles, many high-performance batteries will be needed. Four gigafactories are currently being built in Europe, and the demand seems enormous. Each auto manufacturer has its own sourcing strategy, but there is currently a problem on the supply side because not every raw material is easy to obtain. Lithium is one of the most essential raw material components of a battery, along with nickel, cobalt, graphite and copper. Prices across the battery segment are under pressure due to the approaching economic downturn. What should investors look out for now?
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Commented by Stefan Feulner on October 26th, 2023 | 09:20 CEST
Coinbase, Desert Gold Ventures, MicroStrategy - Gold at USD 3,700, Bitcoin Priceless
Are you familiar with the book "Rich Dad Poor Dad", which was, for a long time, on the Top 10 bestseller lists of the Wall Street Journal, USA Today and the New York Times? Its author, Robert Kiyosaki, recently revealed his forecasts for his "hard assets" via the X platform, formerly Twitter. Accordingly, he expects the price of gold to rise significantly to USD 3,700, while Bitcoin will reach a price of USD 135,000.
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Commented by Fabian Lorenz on October 26th, 2023 | 09:10 CEST
Analysts love cash flow stocks: Nel, Volkswagen, Saturn Oil + Gas
What do investors and analysts dislike in times of high interest rates? Losses and debt. By contrast, they love high cash flow. Free cash flow. With it, a company can finance itself, pay off debt or distribute money to shareholders. And this is precisely Nel's problem. While the loss has been reduced, the Norwegians are still a long way from generating positive cash flow. But analysts still see potential. Analysts see more than 100% upside potential for Saturn Oil & Gas. The oil producer is developing into a cash flow monster, and the upcoming quarterly figures should be convincing again. Volkswagen is also winning over experts. Can the VW share really double? However, there is also a sell recommendation.
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Commented by Juliane Zielonka on October 26th, 2023 | 08:30 CEST
First Phosphate, FREYR Battery, Mercedes Benz - Open road for electromobility
Canada's First Phosphate Corp. has secured USD 170 million in potential financing from the Export-Import Bank of the United States (EXIM) to advance its ambitious plans to create a strategic reserve of purified phosphoric acid in the North American lithium iron phosphate (LFP) battery market. FREYR Battery is also pushing into the US market, moving forward with the merger of its Delaware subsidiary. In Germany, road tolls will be introduced as a CO2 tax starting December 1, 2023. Mercedes-Benz is not fully reimbursing the tolls to its haulers. On the contrary, they have something truly monumental in mind...
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Commented by André Will-Laudien on October 26th, 2023 | 08:15 CEST
Omicron or Pirola? Biotech shows doubling opportunities again! BioNTech, Pfizer, Defence Therapeutics, MorphoSys in focus
We had ticked off the Corona pandemic long ago. But if you ask your acquaintances, you may find one or two who have recently been infected with the "Pirola" variant. The official code of the virus variant is BA.2.86, and it was first discovered in Israel. The current infections are spreading rapidly across Europe and have also reached Germany. So far, the new Omicron offshoot appears less contagious than its predecessors. The new symptoms associated with "Pirola" include skin rashes, diarrhea, changes in the mouth and tongue, itchy eyes and surprisingly, sore fingers or toes. What is going on here? It is a reason to look again at BioNTech and some other biotechs. Where are the opportunities lurking?
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Commented by Fabian Lorenz on October 25th, 2023 | 08:10 CEST
New stock favorites? BYD, JinkoSolar, dynaCERT
Hydrogen, electromobility and solar energy are without doubt among the absolute industries of the future. The growth prospects for the coming years are excellent. However, companies from all these sectors are currently struggling on the stock market. Today, we take a look at new and old favorites. BYD's preliminary quarterly figures were compelling, and analysts are giving their approval. JinkoSolar is evolving into the number one in the solar sector, and the Chinese can be pleased about new orders. There is also positive news at dynaCERT. The hydrogen and emission reduction specialist could even be on the verge of a game-changer.
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Commented by Stefan Feulner on October 25th, 2023 | 07:35 CEST
Rheinmetall, Power Nickel, Nio - The situation is getting critical
The further escalating conflicts in Ukraine and Israel, as well as tensions in the economic relations of global powers, are placing enormous strain on global supply chains. China's dominance in product manufacturing is becoming increasingly apparent, which must be minimized in the future. Last week, for example, the Middle Kingdom said it will require export licenses for some graphite products to protect national security, surprising everyone with another attempt to control supplies of critical minerals.
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Commented by Stefan Feulner on October 25th, 2023 | 07:20 CEST
BioNTech, Cardiol Therapeutics, Paion - Rising Attractiveness and Lots of Movement
The current geopolitical uncertainties with escalating conflicts in Ukraine and Israel, as well as fears of recession with continued high inflation, have also impacted the capital-intensive biotech sector. In the past week, the Nasdaq Biotech Index fell to its lowest level of the year. Since the beginning of the year, the loss amounts to almost 12%. This level should offer excellent entry opportunities for long-term investors, as many biotech companies are currently very well-positioned and attractively valued.
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Commented by Armin Schulz on October 24th, 2023 | 07:30 CEST
Nel ASA, Klimat X Developments, Nvidia - Huge potential in future markets
In today's world, characterized by technological innovation and the constant pursuit of more sustainable solutions, enormous potential for breakthrough developments is opening up in various sectors. Artificial intelligence (AI), hydrogen technology, and carbon credits, in particular, are focused on opportunities that could revolutionize the way we generate energy, manage resources, and combat climate change. These future technologies not only offer the opportunity to reduce environmental impact but also promise significant economic and social benefits. We look at three companies with considerable potential, each covering one of these areas.
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Commented by André Will-Laudien on October 24th, 2023 | 07:00 CEST
Uranium with exploding demand! Uniper, GoviEx Uranium, Plug Power, RWE - The next 100% value in the portfolio
With a global alliance, the participants of the last climate conference in Cairo want to implement their NetZero targets by 2035 or 2045. The speed of adaptation to more sustainable energy production and use is, of course, dependent on the public investment budgets of governments. In Germany and the EU, eco-taxes are levied to fund other areas, such as transport, which are then to be invested in environmental projects. However, most participants in the climate agreement are overburdened because of the high costs of migration management and rising government spending. However, because many countries still have a good infrastructure for nuclear energy, this form of energy is now being used to achieve the desired climate neutrality somewhat earlier and more easily. The protagonists of this view in Europe are France, Spain, Poland and the Czech Republic - Germany is staying out of this issue. However, around 100 new reactors are to be built worldwide, so uranium as a raw material is once again at the top of the shopping list. Which stocks are at the forefront of this trend?
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