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Commented by Armin Schulz on February 19th, 2024 | 07:15 CET

Defense Metals, BYD, Rheinmetall - No high-tech technology without this resource

  • Mining
  • RareEarths
  • Technology
  • Electromobility
  • armaments

In today's technology-driven world, rare earths have become indispensable building blocks for modern high-tech applications. From high-performance electric vehicles, which promise environmentally conscious mobility, to sophisticated equipment in the defense industry, whose importance increases in times of geopolitical tensions - rare earths are everywhere. These elements, often invisible yet crucial, enable the functionality and efficiency of devices and systems used in our daily lives, such as smartphones. Rare earths have become a silent backbone of technological innovation and security policy, whose availability and control can play a decisive role in economic success and strategic superiority.

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Commented by Stefan Feulner on February 19th, 2024 | 07:00 CET

Renk, Manuka Resources, and Airbus with explosive news

  • Mining
  • Gold
  • Vanadium
  • Batteries
  • renewableenergies

Germany's leading index, the DAX, managed to surpass the 17,000-point mark significantly this week, reaching a new all-time high at 17,198.50 points. After a weak IPO year in Germany in 2023, in which only three companies dared to go public, the Renk Group set an exclamation mark with a rocket launch. Whether the high level of the DAX can be maintained will also depend on Allianz, Fresenius and Heidelberg Materials, which will publish their figures for the past financial year in the coming week.

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Commented by Juliane Zielonka on February 16th, 2024 | 07:15 CET

Almonty Industries, thyssenkrupp, Rheinmetall: Three metal industry shares in focus

  • Mining
  • Tungsten
  • armaments
  • Steel

The metal industry contributes globally to the development of various sectors through continuous innovation driven by mining, R&D and technological advances. Tough times lie ahead for thyssenkrupp. During the Annual General Meeting, CEO Miguel López emphasized that energy costs for steel production will account for up to half of total costs. Quo Vadis, Germany, as a business location? So, let's take a look at South Korea, another renowned steel producer. The tungsten mining company Almonty Industries is positioning itself as a pioneer here, aiming to cover 7% of the global market. Its strategy involves mining in democratically governed countries and establishing first-class trade partners such as the US and South Korea. Given the geopolitical tensions, in which 90% of tungsten production comes from China and Russia, investors should analyze Almonty more closely. Meanwhile, Rheinmetall, an arms manufacturer, is enjoying full-order books and, for the first time, is exploring a completely new technology division for its portfolio expansion.

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Commented by André Will-Laudien on February 16th, 2024 | 07:00 CET

MorphoSys and Cardiol Therapeutics in upward mode, while Bayer and Pfizer are in slow mode

  • Biotechnology
  • Pharma

The biotech sector has made a very differentiated start to the new year. While the old favorites are barely moving, the second-line stocks MorphoSys and Cardiol Therapeutics are making a real splash. At Bayer, the bad news just won't go away, and despite a successful major takeover, Pfizer has not yet found its forward gear. After a rally of almost 15% in December, the Nasdaq Biotechnology Index (NBI) has taken a pause in the current year. Now, everyone is waiting for the first interest rate cut by central banks. Inflation is already falling, and the negative economic data for the Eurozone is increasing. The ECB would normally be in demand. What should investors urgently keep an eye on?

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Commented by Fabian Lorenz on February 15th, 2024 | 07:15 CET

The Nel share is tumbling, Nordex is gaining momentum, and dynaCERT is building strength

  • Hydrogen
  • renewableenergies
  • Technology

Is there a 70% upside potential in the Nordex share? This is what analysts are suggesting based on the convincing preliminary figures. But is this development sustainable? Shareholders are hoping for convincing quarterly figures from Nel, even though no major orders have been reported for some time. The share is in a clear downward trend, and analysts have recently drastically reduced the price target for the hydrogen pure-play. While the shares of Nel, Plug Power & Co. are stumbling, dynaCERT is showing relative strength. In an industry environment that is anything but positive, the shares of the Canadian hydrogen company are forming a base.

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Commented by Juliane Zielonka on February 15th, 2024 | 07:00 CET

Manuka Resources, Delivery Hero, Siemens Energy: Project innovations for significant growth

  • Mining
  • Vanadium
  • Batteries
  • renewableenergies

Vanadium is a critical raw material that is considered an important addition to conventional lithium-ion batteries due to its high energy density. It is used in electric vehicles as well as in vanadium redox flow batteries for long-term storage of renewable energy. Manuka Resources is on the verge of developing a vanadium area off the coast of New Zealand and is securing fresh capital for this purpose. Delivery Hero is also talking about opening up new regions. Expanding international business for the Berlin-based platform operator is one of the priorities for 2024. Siemens Energy is also focusing on expansion. The Germans are heading far west, to 'the land of the free and the home of the brave'...

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Commented by Armin Schulz on February 14th, 2024 | 07:30 CET

Nel ASA, Klimat X Developments, Nordex - Climate Neutral: The Business Booster

  • Sustainability
  • renewableenergies
  • Energy

In a world that is increasingly scrutinizing the ecological footprint of business ventures, companies that actively integrate measures to achieve climate neutrality into their business processes are increasingly coming into focus. Such proactive companies can gain a significant competitive advantage in the current environment. It is not only end consumers who are increasingly paying attention to the climate neutrality of companies but also the companies themselves. Being climate-neutral enhances the value of one's brand, providing an additional selling point, and green companies receive bonus points in financing discussions. We take a look at three companies that are trying to make the world a greener place.

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Commented by Stefan Feulner on February 14th, 2024 | 07:15 CET

TUI, Royal Helium, thyssenkrupp nucera - Significant increases create room for improvement

  • Mining
  • Helium
  • renewableenergies
  • travel

The reporting season for the full year 2023 has already passed its peak and is entering its final phase this week. Many companies were able to defy the weakening economic environment, delivering positive surprises in both the publication of the figures for the past financial year and in the forecasts for 2024. Tourism stocks, in particular, which have weakened in recent months, could experience a rebound as a result. Following the correction, analysts also see considerable potential in companies from the renewable energy sector.

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Commented by Fabian Lorenz on February 14th, 2024 | 07:00 CET

Plug Power, Bayer, Defense Metals: Shares in panic mode

  • Mining
  • RareEarths
  • Hydrogen
  • Pharma

Is everything not so bad at Plug Power, after all? In January, the hydrogen specialist triggered panic among investors with an announced capital increase. Now, the CEO is suddenly rowing back. So, should one buy the stock now? One analyst advises caution. Bayer shareholders are also in panic mode. The downward trend of the share simply cannot find a bottom. Even at this level, analysts are cautious. Defense Metals, on the other hand, is benefiting from panic - because this concerns the supply of rare earths. The dependence on China is enormous. Defense Metals aims to change this with its rare earth project in Canada. The Company CEO expressed confidence in an interview, stating that an important agreement has been reached with the local population, and important dates are on the horizon.

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Commented by Stefan Feulner on February 13th, 2024 | 07:15 CET

Nordex, Kraken Energy, Siemens Energy - Energy shares making a comeback

  • Mining
  • Uranium
  • Energy
  • renewableenergies

Whether wind, solar or hydrogen, in recent months, listed companies in the renewable energy sector have almost exclusively undergone a sharp correction. The expectations of market participants at the beginning of the decade for achieving climate goals were too high. Currently, there seems to be an end in sight, with the first fallen angels forming a solid foundation that could lead to a new upward wave. The nuclear energy sector has already started to pick up, with the uranium price reaching a new multi-year high. Further opportunities to participate in the upward trend lie dormant here, particularly in the second tier.

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