Comments
Commented by Fabian Lorenz on April 20th, 2023 | 09:10 CEST
BYD overtakes Volkswagen! Do Manuka Resources and Varta benefit from battery demand?
Changing of the guard in the world's largest car market: for the first time since the 1980s, the Volkswagen brand is no longer number 1 in China. BYD sold more vehicles in the Middle Kingdom than VW in the first quarter. And while BYD sold only electric models, the German manufacturer also sold combustion engines. If the world's largest car market is to be a blueprint for Europe and the USA, Volkswagen, BMW & Co. are in for hard times. But the latest sales figures also show that demand for batteries is not going to collapse any time soon, as one or two experts predicted for this year. Those who want to bet on the raw materials for batteries should look at Manuka Resources. The Australians also have a second hot iron in the fire with gold projects. And what is the German battery pioneer Varta doing? Next week should be exciting.
Read
Commented by André Will-Laudien on April 20th, 2023 | 08:05 CEST
Nuclear Power - No Thanks! E.ON, GoviEx Uranium, BASF - Questionable energy transition made in Berlin
Renewable energies are in focus! All well and good - Germany is repositioning itself. The focus is to be on hydropower, wind and solar energy. But these energy sources have little baseload capacity because hydroelectric power plants use "cheap" night electricity to pump water uphill, and reliable wind is probably only available offshore and not in the middle of Saxony. That brings us to the sun: On average, in our latitudes, it shines for about 146 hours a month, but in Alicante, it is 349 hours. Of course, large rooftop systems pay off for well-located households and one's e-mobile, but we cannot get a nationwide basic supply going with them. In the supply crisis, Berlin is relying on coal and gas power generation for now, but the much-touted climate neutrality is likely to be postponed to the next millennium. What should investors now keep an eye on?
Read
Commented by Juliane Zielonka on April 20th, 2023 | 08:00 CEST
Orestone Mining, Nikola, Volkswagen - Where solid work still counts for investors
The global demand for electric transport vehicles is increasing, and with it, the demand for precious metals such as gold and silver. Whether in cockpit electronics or as an application in luxury BEVs, companies like Orestone Mining Corporation are well-positioned to serve the global markets. In contrast, all that glitters is not gold at Nikola Motors. The share price continues to plummet as the management team seems good at only one thing: Burning money. One of the accused confessed this week on the subject of the combustion engine in the Volkswagen Group's Dieselgate scandal. Accordingly, the target price of VW shares has now been adjusted.
Read
Commented by Juliane Zielonka on April 19th, 2023 | 11:20 CEST
BioNxt Solutions, Bayer, Morphosys - Using high-speed technology to beat cancer in men
Cancer drugs dominate the global pharmaceutical market and register a significant share. While the global market was worth around EUR 128.6 billion in 2019, it is expected to be around EUR 159.3 billion in 2022. This is reason enough for pharmaceutical companies such as Bayer and Morphosys to advance their research in these areas. Men are particularly affected by specific types of cancer. But what good is the best therapeutic agent if the effect is not achieved immediately? This is precisely where BioNxt Solutions comes in, with a unique coating technology for the rapid release of active substances.
Read
Commented by Armin Schulz on April 19th, 2023 | 08:20 CEST
Nel ASA, First Hydrogen, Volkswagen - Funding paves the way for green hydrogen
After the USD 750 billion US climate package, the European Union followed suit with the Green Deal Industrial Plan to remain competitive. At the end of March, the "EU Renewable Energy Directive" was rewritten with the goal of sourcing 45% of total power from renewables by 2030. This will add more speed to the expansion of renewable energies, which will ultimately also help hydrogen technology. The more green electricity is available, the cheaper green hydrogen becomes. At least EUR 100 billion are to be made available as subsidies by 2030. Today we look at 3 companies that could benefit from the subsidies.
Read
Commented by Fabian Lorenz on April 19th, 2023 | 08:10 CEST
Plug Power crashes, SMA Solar share plus 60%, and when will Almonty Industries start?
What is going on at Plug Power? Hydrogen shares are not among the investor favourites at the moment, but all dams are breaking at the US company. The share is now trading below USD 10 and EUR 9. Is an improvement in sight? The situation is different at SMA Solar. The share price of the German solar company is higher than it has been for 10 years. This year alone, it went up more than 60%. Time for a breather? The Almonty Industries share has taken such a breather in recent weeks. However, the tungsten producer is doing well operationally, and analysts see almost 200% upside potential as the Company faces a milestone.
Read
Commented by Nico Popp on April 19th, 2023 | 07:45 CEST
Surprise! Extra returns beckon here: Commerzbank, JinkoSolar, Blackrock Silver
When undervalued real estate or other investments are hidden deep in balance sheets, it is a positive surprise for shareholders. However, when companies develop a new business field out of nowhere, the positive effects are even greater and more sustainable. We shed light on three companies with more potential than meets the eye.
Read
Commented by Stefan Feulner on April 19th, 2023 | 07:30 CEST
Morphosys, Defence Therapeutics, Moderna - The takeover wave keeps rolling
The biotechnology industry has seen a significant increase in acquisitions and mergers in recent months. Large pharmaceutical companies are looking to expand their portfolios to provide innovative solutions to unmet medical needs. The most recent example is Pfizer's acquisition of Seagen for USD 43 billion. With Big Pharma sitting on filled coffers, this is likely to be just the beginning.
Read
Commented by André Will-Laudien on April 18th, 2023 | 08:50 CEST
With the shutdown of nuclear power plants comes the end of nuclear power! Siemens Energy, Defense Metals, Rheinmetall, E.ON - Greentech stocks on the rise
Now it is done. The German government is implementing the decision from 2011 with a slight delay due to the crisis and is taking the last three remaining nuclear power plants off the grid. Those who expected a blackout were proven wrong, at least over the weekend. Federal Economics Minister Habeck predicts a complete CO2 renewal for Germany and believes that Germany as an industrial location does not need nuclear power to be profitable. He also believes that electricity prices will fall again in the long run. The primary utility E.ON, however, did not hesitate to combine the nuclear phase-out with a hefty increase in electricity prices by about 45%. After all, what is currently easier to sell to end consumers than an imposed price squeeze that they no longer want to carry on their own books? Politically highly questionable, but a good opportunity for Greentech shares.
Read
Commented by Stefan Feulner on April 18th, 2023 | 08:30 CEST
Lagging behind and full of opportunities - ThyssenKrupp, Desert Gold, Deutsche Bank
**In the dynamic and volatile financial markets, the search for investment opportunities that offer above-average returns is a constant challenge for investors. In this context, looking at lagging stocks that have been affected by special situations is often worthwhile. In addition to companies from the banking sector, smaller exploration companies in the precious metals market offer attractive long-term entry opportunities.
Read