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Commented by André Will-Laudien on November 26th, 2024 | 07:00 CET
Crypto & Bitcoin, the USD 100,000 madness – Will power shortages loom? Coinbase, Myriad Uranium, C3.ai and Palantir
The crypto madness continues! This week, Bitcoin enthusiasts are glued to their trading screens. Will the cryptocurrency break through the USD 100,000 barrier? Experts in the coin segment even consider price targets between USD 250,000 and 1 million conceivable. Anything is possible, as they say today. Meanwhile, market analysts are also noting the looming risks of power shortages. The extensive mining operations and the increasing use of artificial intelligence are consuming unprecedented amounts of electricity, demands not anticipated five years ago. Several countries have, therefore, decided to expand their nuclear power capacities, including France, Poland, Finland, the US and China. Conversely, Germany plans to stick to renewable energy sources - let's hope the sun starts shining at night soon. We explore these booming segments and seek opportunities for returns.
ReadCommented by Stefan Feulner on November 25th, 2024 | 07:10 CET
Rheinmetall, ARI Motors, C3.ai – Groundbreaking news
Despite the geopolitical uncertainties, the leading indices, DAX and Dow Jones, were able to hold their own again and recover from the lows of the previous week. There were also positive signals regarding the numbers season. Chip giant Nvidia, for example, exceeded analysts' estimates for both revenue and earnings and once again reached a historic high. Additionally, fundamental reports from second-tier companies could significantly influence share prices in the near future.
ReadCommented by André Will-Laudien on November 25th, 2024 | 07:00 CET
Takeovers – The 200% opportunities for 2025! Speculate now on the turnaround for Evotec, BioNxt, Bayer and Nel ASA!
The DAX 40 index is going from strength to strength, following the huge wave of buying since the US election. High-tech and defense stocks are leading the charge. Contrary to this positive trend, biotech stocks have so far been ignored. However, since interest rates are likely to be lowered for the foreseeable future due to the weakening economy, the time of the research-intensive life sciences industry will soon return. There are takeover rumors about Evotec. BioNxt is currently undervalued, and Bayer should be among the winners next year after successful restructuring efforts. It is worth taking a closer look.
ReadCommented by Juliane Zielonka on November 22nd, 2024 | 07:00 CET
BASF, F3 Uranium, Amazon - From geothermal energy to uranium: Three companies shaping the future of energy
The global energy transition is taking concrete shape: chemical giant BASF and Australian geothermal specialist Vulcan Energy are forging a groundbreaking alliance for green heat and lithium production in Ludwigshafen. The momentum in the energy sector is further strengthened by the nuclear power renaissance. F3 Uranium is positioning itself with high-grade uranium discoveries in Canada's Athabasca Basin to capitalize on the upcoming demand boom. The expected doubling of uranium demand by 2030 and the planned strategic uranium reserve in the US from 2025 promise strong growth for the sector. Meanwhile, tech giant Amazon is securing its future power supply in the European market by investing billions in Greek wind farms. These developments highlight how large corporations are driving the transformation of energy supply systems.
ReadCommented by Armin Schulz on November 21st, 2024 | 07:30 CET
Barrick Gold, Globex Mining, Coinbase – When the rockets fly: Your anti-crisis investment
In today's interconnected world, geopolitical tensions not only dominate headlines but also have a direct impact on financial markets and investment decisions. In the face of recent escalations in the Middle East and Ukraine, the search for safe investments is more important than ever. While gold continues to shine as a proven hedge, commodities and cryptocurrencies are also gaining investors' attention. In the case of commodities, Western countries are heavily dependent on China and Russia. Since Donald Trump's election victory in the US, cryptocurrencies have gone through the roof. These investment options not only offer protection but also opportunities for significant profits. We look at a company from each sector.
ReadCommented by Juliane Zielonka on November 21st, 2024 | 07:15 CET
Bayer, BioNxt Solutions, BioNTech – Patents and acquisitions for market penetration
Three companies in the pharmaceutical industry are pursuing different strategies to strengthen their market position: Bayer is making targeted investments in the Japanese heart medication market and acquiring the rights to a promising active ingredient for treating heart muscle diseases for up to EUR 560 million. BioNxt Solutions is developing an innovative form of medication delivery for drugs to treat the incurable disease of multiple sclerosis - with an absolute focus on patients. The biotech company is thus securing patent protection in key international markets. BioNTech, in turn, is massively expanding into the Asian oncology market with the USD 800 million acquisition of the Chinese company Biotheus. All three companies are expanding their positions in lucrative future markets. Which strategy will be successful?
ReadCommented by André Will-Laudien on November 21st, 2024 | 07:00 CET
Make Trump love hydrogen – why not? Nel, Plug Power, First Hydrogen, thyssenkrupp and nucera
- Even though Trump ignores or denies climate change, he has an advisory team focused on the future of the US. After all, the Republican Party wants to continue to govern even after the Donald era. However, the current election result is weighing on the entire green tech sector, so investors should selectively take advantage of the current sell-off. After all, the technologies will not disappear but continue to develop in the background. Hydrogen propulsion systems still play a niche role but could become more important due to technological advances and infrastructure investments. Their future depends heavily on how effectively renewable hydrogen can be produced and made available and how costs develop compared to other zero-emission technologies. First Hydrogen is demonstrating how the logistics and transportation sector could develop under the EU's "Net Zero 2050" target! Sentiment is low, so investors should switch in time to benefit from the impending rebound.
Commented by André Will-Laudien on November 20th, 2024 | 08:25 CET
Missiles for Russia! Returns lurk at thyssenkrupp, Rheinmetall, Almonty, Renk and Hensoldt?
Western missiles for Russia! A new escalation in the Ukraine conflict hits the trading floors of the stock markets, leading to significant losses for the DAX - dropping 400 points in just 24 hours. Portfolios now have to be quickly restructured as armaments are back in demand again. In addition, critical metals are also gaining traction because special elements such as tungsten are also needed to harden ammunition and military equipment. Those who pivot their portfolios swiftly could benefit from rapid revaluations.
ReadCommented by Fabian Lorenz on November 20th, 2024 | 08:15 CET
Takeover battle and soaring profits! Evotec, Bayer, Saturn Oil + Gas
A bombshell announcement came from Evotec late last week. US biotech company Halozyme Therapeutics is offering EUR 11 per Evotec share. Evotec was not informed in advance and seems to be preparing to fend off the takeover. Analysts believe the share price has moved far away from its fundamental value. So, should investors sell the stock now? Experts suggest investors should buy shares of Saturn Oil & Gas. The mid-sized oil producer from Canada is expected to be among the winners under the upcoming Trump administration and will likely soon be paying an attractive dividend. The stock has clear catch-up potential. Meanwhile, analysts are significantly reducing the target price for Bayer. Is there a chance of a turnaround at the agricultural and pharmaceutical giant?
ReadCommented by Armin Schulz on November 20th, 2024 | 07:00 CET
Evotec, Nyxoah, Bayer – A lot of excitement in the healthcare industry
The healthcare sector is currently abuzz with activity. Evotec is the focus of a potential takeover by the US company Halozyme, which has caused the shares of the German biotech company to skyrocket. At the same time, the Belgian medical technology company Nyxoah expects to receive FDA approval soon for its Genio system for the treatment of sleep apnea, which would pave the way for its market entry in the US. Bayer, on the other hand, disappointed with its latest quarterly figures, which showed a significant decline in revenue and EBITDA, leading to a slide in its share price. We take a closer look at these three companies.
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