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Commented by André Will-Laudien on January 24th, 2025 | 08:15 CET
Top performers wanted! Nel ASA, First Nordic Metals, thyssenkrupp and Agnico-Eagle
With rising inflation since 2021, the price of gold has also risen significantly. Over the last 20 years, resourceful investors have always been able to compensate for the loss of purchasing power with an average return of a good 8.5% per year. The crux of the matter is that one could not trade the ups and downs in precious metals because only long-term holders can look back on gold prices around USD 500 in 2005. Today, 20 years later, new highs of USD 2,788 have already been reached. Agnico-Eagle is one of the most successful mines in the world, with its shares almost doubling in the last 12 months. Things have been going equally well for Agnico's partner, the explorer First Nordic Metals. A closer analysis reveals even more ideas for boosting your portfolio.
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Commented by Juliane Zielonka on January 24th, 2025 | 07:25 CET
Almonty, Rheinmetall, Palantir - Strategic decisions in global competition
Geopolitical tensions and technological innovations are the driving forces behind the current market movements in the defense and AI sectors. The leading tungsten producer, Almonty Industries, plans to move its headquarters to the US to strengthen domestic raw material independence for the defense industry. The timing is ideal as China tightens trade restrictions on both raw materials and US defense companies. Meanwhile, in Germany, the Federal Cartel Office has approved a far-reaching German-Italian defense project between Rheinmetall AG and Leonardo S.p.A. - the aim is to strengthen European security, particularly with regard to ground troops. The US tech company Palantir Technologies is further expanding its position in the AI market and is increasingly using AI platform technology for commercial customers. We look at what investors need to know now.
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Commented by Armin Schulz on January 24th, 2025 | 07:15 CET
First Phosphate, Volkswagen, BYD – The automotive industry is in a flurry again
Donald Trump is wasting no time. On the day of his swearing-in, he signed several decrees and explicitly mentioned higher tariffs in his inaugural address. The new External Revenue Service will be responsible for working out exactly what these will look like. Trump wants to close the loopholes, such as imports via Mexico, in order to protect and strengthen his own economy. This is a disaster for the European automotive industry in particular because, after the difficulties in China, there is a risk of further losses in the second-largest sales market. In addition, vehicle manufacturers need more powerful batteries in their electric vehicles. Lithium iron phosphate (LFP) batteries are becoming more and more popular for this purpose. However, there is a bottleneck here as well. We take a closer look at the automotive market.
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Commented by André Will-Laudien on January 24th, 2025 | 06:50 CET
Artificial intelligence and crypto mania – the 500% duo! Bitcoin, MicroStrategy, Credissential, Palantir and D-Wave
Since the tech bubble of 2000, no other year of investment has seen such huge gains for just a few sectors as 2024. And it looks like 2025 will be no different! Bitcoin, high-tech, artificial intelligence and armaments were and are the blockbuster topics for making quick money. MicroStrategy, D-Wave, Palantir, and Nvidia are the current protagonists of this incredible spectacle. Now these stocks have priced in a golden future, in some cases with P/E ratios of over 100. What comes next? Even experts are at a loss - nobody expects a correction here as all the shorts of recent weeks have turned into painful experiences. The keywords are "momentum & liquidity" – is fundamental analysis useless?
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Commented by Juliane Zielonka on January 23rd, 2025 | 08:00 CET
XXIX Metal, Apple, D-Wave - Three beneficiaries of the 500-billion-dollar AI revolution
At high speed, the US government announces the "Stargate" project - a historic USD 500 billion investment in the country's AI infrastructure. The strategic partnership between tech giants such as OpenAI, SoftBank, and Oracle will include the construction of 20 state-of-the-art data centres. Initial construction work in Texas has already begun. Tons of copper will be needed to build the infrastructure and data centres, which means golden times are dawning for copper exploration companies. On the one hand, demand for copper is increasing due to rapid technological advances, and on the other hand, analysts say that the price of copper could double this year. Microsoft and Nvidia emphasize the strategic importance of healthcare in the AI deal. This is precisely where Apple has an opportunity for the future. If they manage to make a breakthrough with the Apple Watch in the diabetes market, there is the potential for billions of dollars in profits. D-Wave, a quantum computer manufacturer, also seems to be on the fast track. The Silicon Valley company produces, among other things, energy-efficient AI computing solutions. Music to the ears of investors...
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Commented by André Will-Laudien on January 23rd, 2025 | 07:45 CET
Trump is back! NATO rearmament with Rheinmetall, Renk, Hensoldt and Nova Pacific Metals
After a grand inauguration night, the 47th US President Donald Trump is diving straight into government business. The first decrees include an exit from the WHO and the Paris Climate Agreement. At the same time, he repeated his demand that NATO countries drastically increase their investment budgets if they expect to continue to be protected by the US. What this could mean for the planet is alarming. For the stock market, this means getting out of Greentech stocks and into high-tech and defense for the time being. Strategic metals are also coming back into focus because nothing will move forward without them. Where can investors still make a return now?
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Commented by Juliane Zielonka on January 23rd, 2025 | 07:00 CET
F3 Uranium, Plug Power, RWE - Opportunities and challenges from Trump's energy emergency
The election of Donald J. Trump as the 47th President of the United States is already having an impact on global energy policy and its players. Shortly after taking office, Trump declared a "National Energy Emergency" to secure the country's energy supply and reduce reliance on foreign energy companies. This presents a new opportunity for the Canadian explorer company F3 Uranium to accelerate its uranium exploration in Canada, as relaxed environmental regulations can speed up approval procedures. With 95 nuclear power plants, the US is an ideal consumer of the valuable raw material. Hydrogen expert Plug Power, on the other hand, has already seen its share price fall on the stock market. Just two days before Trump's inauguration, the Company secured a multi-billion-dollar loan guarantee under former President Biden for the expansion of its hydrogen facilities. The German energy company RWE appears largely unfazed by the change of government. Analysts at Deutsche Bank remain optimistic about the stock's growth potential, noting that existing wind farm projects seem unaffected by the energy emergency. We look at what the current developments mean for investors.
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Commented by Fabian Lorenz on January 22nd, 2025 | 07:15 CET
Caution advised with Nordex and Plug Power! Momentum stock Globex Mining continues to rise!
The stock of Globex Mining is currently very momentum-driven. With its gold projects, the mining incubator is one of the winners of the Trump presidency. Additionally, there is more positive news from its risk-diversified resource portfolio. The chart also looks positive. The stock is marching towards its all-time high and remains attractively priced. In contrast, there has been a shock at Nordex! In his inaugural speech, the new US president has already put pressure on the wind energy sector, which he despises. If it were up to him, all wind projects in the US would be stopped! Furthermore, news from the industry adds to the strain. Plug Power is also among the Trump losers. At least the outgoing US president left a farewell gift worth billions. What is next for these shares?
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Commented by Armin Schulz on January 22nd, 2025 | 07:00 CET
Evotec, Vidac Pharma, BioNTech – Profiting from the fight against cancer
It has been clear for some time that cancer can affect anyone, and not just since King Charles and Princess Kate made their battles with cancer public. The market is growing, and today, revenues in this area are already in the billions. This is driven by an aging population and increasingly unhealthy lifestyles. The margins for manufacturers of cancer drugs are often in the high double-digit percentage range. It is no wonder that companies are focusing on the fight against cancer. Developing a medication that reliably defeats the disease could result in a genuine blockbuster. In 2023, around USD 223 billion was spent on cancer drugs worldwide. We are looking at three companies striving to cure cancer and claim their share of this lucrative market.
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Commented by Stefan Feulner on January 21st, 2025 | 08:30 CET
Rheinmetall, ARI Motors, Volkswagen – Trump sets the course
The inauguration of the 45th and 47th President of the United States is currently overshadowing everything else. In the run-up to the event, the leading German index, DAX and the leading cryptocurrency, Bitcoin, reached new all-time highs. However, uncertainty is growing regarding which industries will be among the so-called "Trump Trades" and which can expect less support from the US government. One thing is certain: market volatility is unlikely to decrease anytime soon.
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