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Commented by Nico Popp on April 24th, 2025 | 07:30 CEST
Germany Inc. as the last hope? Volkswagen, Bayer, Globex Mining
Germany's economy is facing its third consecutive year of contraction. The automotive industry is struggling with competition from China, and Bayer is grappling with past acquisitions, looming tariffs, and other challenges. Now, Bayer shareholders are even being asked to inject new capital. Is the German industry working with politicians to find long-term solutions? Not a chance! The days of Germany Inc. seem to be over. We look at how investors can seize opportunities in this complex situation.
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Commented by Fabian Lorenz on April 24th, 2025 | 07:20 CEST
PRICE TARGET RISING! D-Wave, Palantir, Siemens Energy, and First Hydrogen
Companies such as D-Wave and Palantir are driving power consumption to ever-new heights with the future-oriented topics of quantum computing and artificial intelligence. Small modular reactors (SMRs) in combination with hydrogen are expected to provide a remedy. First Hydrogen recognized this megatrend early on and is pushing ahead with the integration of SMRs into its own hydrogen ecosystem. Following the recent sell-off, the stock offers an interesting entry opportunity. D-Wave itself recently reported a success in its cooperation with Japan Tobacco. This has nothing to do with tobacco but rather with accelerating drug development – another example of the use of quantum computing. Siemens Energy is also benefiting from rising energy consumption. After convincing quarterly figures, the share is at an all-time high. Analysts are raising their price targets.
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Commented by André Will-Laudien on April 24th, 2025 | 07:10 CEST
Trump backs down! Investors rejoice with BYD, Power Metallic, Nio, and Deutz
The markets are in turmoil. "Fast market," shouts a trader as prices fluctuate by the second. With news coming in at such a rapid pace, investors' nerves are on edge. But for level-headed investors, there are now bargains to be had that were missing just months ago. However, the selection is not easy because international customs policy also plays a role alongside company balance sheets. If punitive tariffs of over 100% are not withdrawn, the automotive sector could even face a total market collapse. Consumers at the end of the chain will not want to and cannot pay the artificially inflated prices. The economy would inevitably collapse. We are looking at stable business models with medium-term opportunities.
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Commented by Armin Schulz on April 24th, 2025 | 07:00 CEST
Almonty Industries - Trade restrictions are not always a bad thing; they can also represent a real opportunity
Trade restrictions, particularly China's recent export restrictions on critical metals and rare earths, have put pressure on the global economy. According to a report by Reuters, China has warned South Korean companies against supplying products containing Chinese rare earth minerals to US defense companies. However, these developments open up opportunities for Western companies like Almonty Industries to strengthen their security of supply and position themselves as reliable partners in critical supply chains. Investors looking for long-term, stable investment options, in particular, should take a closer look at the potential of Almonty Industries.
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Commented by Fabian Lorenz on April 23rd, 2025 | 07:20 CEST
40% SHARE PRICE EXPLOSION! Commodity war drives Standard Lithium and BMW partner European Lithium! News from Evotec!
Price explosion at Standard Lithium! The share price rose by more than 40% yesterday. The joint venture with Norwegian energy company Equinor has been classified as a "critical mineral project" by the US government. This indicates that the raw materials war with China goes far beyond rare earths. European Lithium has lithium and rare earths to offer. The stock is a real bargain, as illustrated by the new details on the rare earth project in Greenland. Talks are already underway with defense companies from the US and Europe, and analysts see multiplication potential. Evotec shareholders had likely hoped for a somewhat bigger price explosion following the presentation of the new corporate strategy. However, the biotech company is bidding farewell to its strong growth trajectory.
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Commented by André Will-Laudien on April 23rd, 2025 | 07:10 CEST
No Trump frustration with 123fahrschule and Mutares, but caution is advised with defense stocks such as RENK, Hensoldt, and Steyr!
The daily news is driving stock market activity. After a rollercoaster ride caused by Trump, popular tech stocks such as the Magnificent 7 are now down a good 20%. In the case of Nvidia, the stock is now USD 50 below its peak. For many, this is an opportunity to finally take a breather and think about the rest of the stock market year. Small caps such as the successful 123fahrschule continue to work on their growth programs, and Mutares is making good progress with its investments. The hot defense stocks RENK and Hensoldt appear somewhat overpriced. Those who want to generate returns now must be very selective and invest in specialties. After gains of just under 10% per annum, global ETF savers will likely take a break from returns in 2025. In the meantime, flexible investors will come out on top. Here are a few ideas.
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Commented by Nico Popp on April 23rd, 2025 | 07:00 CEST
The end of the dollar? Deutsche Bank, Newmont, and Desert Gold
The independence of the central bank is a valuable asset that is highly valued by investors. Once again, US President Donald Trump has shaken the independence of the Fed and raised the possibility of dismissing US Federal Reserve Chairman Jerome Powell. The reason: While the ECB cut interest rates on Maundy Thursday, Powell wants to wait and see how the tariffs affect the dollar zone before he adjusts interest rates. Powell's dismissal could have fatal consequences for the capital markets.
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Commented by Stefan Feulner on April 22nd, 2025 | 07:50 CEST
Almonty Industries – Escalation level raised
The trade war between the US and China reached a new level last week. On "Liberation Day", US President Trump raised punitive tariffs to an incredible 125%, prompting China to respond with export controls on rare earth metals that are essential for the manufacture of electric motors, batteries, and magnets, as well as for the defense industry. Similar restrictions on gallium, germanium, and tungsten have also been in place since the end of last year. At least in the case of tungsten, which is needed for use in armor-piercing ammunition, for example, there are signs of easing tensions with the start of production at the Sangdong mine in South Korea. The operating company's share price, Almonty Industries, has partially met expectations in recent months, but analysts believe it still holds significant upside potential.
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Commented by Nico Popp on April 22nd, 2025 | 07:40 CEST
How hedge funds are now betting on gold: Amazon, Barrick Gold, and Golden Cariboo Resources
"Asset managers and hedge funds are seeking refuge in gold," read the headline in Handelsblatt in the week before Easter. But what is driving the rush for the precious metal? In addition to the considerable uncertainty surrounding the trade tariff dispute, investment professionals are also turning to safe havens due to growing geopolitical risks. But what options do investors have beyond coins and bars? We look at how investors can indirectly bet on the precious metal through stocks.
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Commented by Armin Schulz on April 22nd, 2025 | 07:30 CEST
Mobility and logistics under pressure: BYD, dynaCERT, and Daimler Truck put to the innovation test
The transport industry is at a crossroads: With CO2 limits getting stricter and supply chains needing to be smarter than ever, companies are struggling to find the right balance between efficiency and sustainability. According to the "NEW MOBILITY REPORT 2025," the battle for dominance in tomorrow's logistics is underway – driven by electric trucks, AI-managed fleets, and hydrogen prototypes. But in the race to be the frontrunner, three key players are pulling different levers. BYD focuses on innovative all-electric passenger vehicles, dynaCERT offers disruptive retrofit solutions for diesel engines, and Daimler Truck aims to combine autonomous systems with green drives. Who is driving the revolution – and where will investors benefit the most?
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