Close menu




Comments

Photo credits: pixabay.com

Commented by Armin Schulz on July 27th, 2022 | 12:49 CEST

K+S, Globex Mining, Barrick Gold - Has the bottom been reached for commodity stocks?

  • Gold
  • Commodities
  • fertilizer

Recession fears have had a grip on the commodities sector in recent weeks. Copper was quoted below USD 7,000 per ton again for the first time. Two other factors create additional pressure. First, there is the strong dollar. The last interest rate hikes failed to lower the inflation rate. At the same time, the strong USD is making raw materials more expensive, which has led to a drop in demand. On the other hand, the zero-Covid policy in China is slowing demand. Nevertheless, the outlook for commodity stocks is good. At the moment, many companies are taking a wait-and-see approach because of the uncertainties. If the recession does not materialize, prices will soon rise again. The three companies we are taking a closer look at today will also benefit from this.

Read

Commented by Fabian Lorenz on July 27th, 2022 | 11:45 CEST

Opportunity for BYD, Plug Power and dynaCERT? Russia turns on the gas tap

  • Hydrogen
  • Electromobility
  • renewableenergies

Since yesterday, significantly less gas is flowing through the Nord Stream 1 pipeline to Germany. Russia is thus currently supplying only 20% of the possible capacity, showing again how unreliable Russia is and how dependent Western Europe - especially Germany is. On the other hand, it shows how important it is to promote alternative energies and energy efficiency, which means opportunities for companies like BYD, Plug Power and dynaCERT. Chinese carmaker BYD wants to expand its battery production and analysts see over 100% share price potential. dynaCERT could be due for a revaluation due to certification. Plug Power shareholders are currently watching the discussion about the government subsidy for hydrogen in the USA with bated breath.

Read

Commented by Stefan Feulner on July 27th, 2022 | 10:37 CEST

Lufthansa, Kleos Space, Palantir - Shares about to take off

  • Space
  • travel
  • Investments

Currently, most investors are on edge. The uncertainties on a geopolitical and economic level are increasing - a never-ending conflict in Ukraine, fears of an impending global recession and inflation data at record levels. In addition, the next wave of the Corona pandemic is supposedly just around the corner. Nevertheless, after the sharp correction of the past months, there are interesting entry opportunities at discounted levels.

Read

Commented by André Will-Laudien on July 26th, 2022 | 13:05 CEST

Crash stocks: BASF, Meta Materials, Uniper, Nordex - Will there be a comeback like Tesla?

  • Technology
  • chemicals
  • Investments

In stock market corrections that come from the interest rate and inflation side, when the relationship between inflation and capital market returns normalizes is critical. In the long NASDAQ upswing from 2019 to 2021, valuations doubled as future cash flows were extrapolated down to present value with minimal interest rates. That let potential market caps explode, and leveraged positions could also be taken at virtually no cost. Currently, the market is showing a different side. Negative real interest rates, high refinancing costs and increased margin calls are weighing on investors' minds. Some stocks experienced a real crash - will they bounce back soon like Tesla?

Read

Commented by Nico Popp on July 26th, 2022 | 11:01 CEST

Here is where the music plays: Deutsche Bank, Barsele Minerals, NEL

  • Investments
  • Gold

During the crisis is after the crisis. In order to make money on the stock market, one must look for opportunities, especially in phases of the greatest pessimism. As is well known, there are always opportunities on the stock market. But where is it worthwhile to start? And where could an investment be too early or even out of place? We do the check and highlight three shares in an exciting time.

Read

Commented by Mario Hose on July 26th, 2022 | 09:54 CEST

Enapter CEO Sebastian-Justus Schmidt exclusively on the offer in the current energy situation in Germany

  • Expert
  • Hydrogen
  • Enapter

Sebastian-Justus Schmidt founded Enapter to build green energy systems where there is a financial advantage over fossil fuel use in the medium term. He is sure that future-oriented companies need application-oriented, effective research and development with intensive software support as a foundation.

Read

Commented by André Will-Laudien on July 25th, 2022 | 13:58 CEST

Quality is the trump card: Alphabet, MAS Gold, Amazon - Shares that always bring joy!

  • Gold
  • Technology

The capital market environment remains tense. Squeezed by historically rising inflation figures, which do not even reflect the reality at the supermarket checkout, and massively increased interest rates, the asset class equities are trying to manoeuvre through the summer. In the face of substantial price discounts on the bond market and stagnation in the real estate sector, investors are asking themselves: Where to put their money? The fact remains that the Russian conflict and the rise in the price of fossil fuels are putting the global economy under cost pressure, with a new surprise lurking almost every day as to which goods are simply out of stock or can no longer be supplied in the long term. In this mixed situation, selection is the trump card. We have a few ideas.

Read

Commented by Armin Schulz on July 25th, 2022 | 12:55 CEST

Rock Tech Lithium, Edison Lithium, Standard Lithium - Demand for lithium is increasing faster than supply

  • Lithium
  • Electromobility

At an industry workshop on lithium price and supply risks hosted by the German Raw Materials Agency, it quickly became clear that lithium is facing a bottleneck. Demand in 2030 is expected to be between 316,000 and 558,000 metric tons of lithium. By comparison, only 82,000 tons were produced in 2020. The target of 15 million electric cars on Germany's roads is thus at risk. The Handelsblatt recently referred to calculations by the Federal Institute for Geosciences and Natural Resources, which clearly show that there will not be enough lithium. Therefore, we take a look at three companies from the lithium sector that will benefit from the high demand.

Read

Commented by Nico Popp on July 25th, 2022 | 11:45 CEST

What is the future of copper? This chart concerns everyone! Nordex, Alpha Copper, Mercedes-Benz

  • Copper

The copper price is relevant for all investors. Why? It indicates how inflation is developing and hints at where the economy might be headed in the coming months. But is the industrial metal once again living up to its reputation as "Dr Copper", i.e. as an economic indicator that is more reliable than many an economist? We explain the situation surrounding copper, derive a possible scenario for the coming months from this and then take a look at the three shares of Nordex, Alpha Copper and Mercedes-Benz. Let's go!

Read

Commented by André Will-Laudien on July 22nd, 2022 | 16:42 CEST

BYD, Tocvan Ventures, Nel ASA, Plug Power - Money is flowing into these turbo stocks!

  • PreciousMetals
  • Commodities
  • Electromobility
  • Hydrogen

Some companies were under extreme pressure during the crisis and lost a good 2/3 of their share price. Today, it is essential to assess whether the business models can recover quickly after the crisis or whether the adjustment path could be a bit slower. Following the latest interest rate hikes, also in Europe, the economic environment could cloud over for the time being. That is because higher interest rates also make financing much more difficult. We look at a selection of potential "turbo stocks" that should immediately be back on investors' lists if momentum picks up.

Read