Close menu




Comments

Photo credits: pixabay.com

Commented by Armin Schulz on April 3rd, 2023 | 16:03 CEST

BASF, Almonty Industries, Plug Power - The world is in upheaval

  • Mining
  • Tungsten
  • greenhydrogen
  • renewableenergies

The Western world wants to break away from fossil fuels. These efforts have intensified since the Ukraine conflict. Europe, in particular, has realised how dependent it was on gas supplies from Russia. Globally, however, there is also a dependence on China for certain raw materials. This could be one of the reasons for the tensions between the USA and China, in addition to the conflict over Taiwan. The BRICS countries Brazil, Russia, India, China and South Africa have moved closer together in the last year and want to establish their own currency. With Iran, Argentina, Egypt, Turkey, Saudi Arabia and Algeria, six more countries are interested in joining. The world is in a state of upheaval. Therefore, we look at three companies that are part of it.

Read

Commented by Stefan Feulner on April 3rd, 2023 | 16:01 CEST

Positive signs - Nordex, Meta Materials, SMA Solar

  • metamaterials
  • Technology
  • Innovations
  • renewableenergies

The first quarter of the 2023 stock market year is already history again. Despite the uncertainties related to global geopolitical tensions and continuing high inflation, the most important indices were stable in the first three months. While the DAX was able to shine with a plus of around 14% since the beginning of the year, there is still a lot of catching up to do among the growth stocks.

Read

Commented by Nico Popp on April 3rd, 2023 | 15:59 CEST

Range of up to 2,000 km - Hydrogen comeback? Volkswagen, dynaCERT, NEL

  • Hydrogen
  • fuelcell
  • Technology

Car manufacturers like Volkswagen apply for a whole series of patents every year. Many of them never become relevant. A few months ago, however, Volkswagen and a partner company filed a hydrogen patent that is quite something. There is talk of a fuel cell that, thanks to a ceramic membrane, is more efficient and enables ranges of up to 2,000 km for one tankful. Will the patent bring about the hydrogen revolution in private transport? We analyse the situation and look at three listed companies.

Read

Commented by Juliane Zielonka on March 31st, 2023 | 18:08 CEST

Altech Advanced Materials, Mercedes Benz, FREYR Battery - Stocks with longevity

  • Technology
  • Batteries
  • Innovations

The battery industry is currently experiencing a significant upswing, driven by the EU's plan to phase out combustion engines in twelve years. Companies like Altech Advanced Materials are working hard to improve conventional batteries' charging capacity. Mercedes-Benz is feeling the impact of losing its third-largest shareholder, demonstrating that German thoroughness is at odds with innovation. The Kuwaiti sovereign wealth fund has turned its back on the Stuttgart-based automaker, while Scandinavian battery producer FREYR Battery is currently doing much better. They have teamed up with four global players to explore strategic partnerships.

Read

Commented by Fabian Lorenz on March 30th, 2023 | 13:19 CEST

Panic at Vonovia and Plug Power - Barrick Gold and Tocvan Ventures shine

  • Mining
  • PreciousMetals
  • Gold
  • fuelcell
  • RealEstate

Concrete gold? Real estate stocks are currently in an absolute panic. The share of Germany's industry leader Vonovia recovered somewhat yesterday, but an end to the downward slide is not in sight. Analysts are also skeptical. The range of price targets is broad, and there is already speculation about an (emergency) capital increase. So buy or sell? The Plug Power share could also use some buying. From a chart perspective, the situation is critical. Fuel cells for smaller forklifts are now being offered. The situation is different at Barrick Gold. The group's share is about to break out to the upside. Price targets for gold of USD 3,000 provide for a good mood. Tocvan Ventures should also benefit from this. The gold and silver explorer published news about its project in Mexico yesterday, and the stock is waking from its slumber - there appears to be further air to the upside.

Read

Commented by Juliane Zielonka on March 30th, 2023 | 12:15 CEST

Saturn Oil + Gas, Bayer, Amazon - Big business on a growth path

  • Mining
  • Oil
  • Pharma
  • entertainment

The oil industry is booming again: since Russia has been severely sanctioned, EU companies are fleeing to their international production sites to operate cost-efficiently. The winner in the energy poker is Saturn Oil & Gas. The Canadian company is now presenting its results for fiscal year 2022. What is clear is how hard the Company has worked on substance to grow steadily. Change is also felt at Bayer in the wake of the CEO change. Research in the field of women's health is discontinued, only one new blockbuster is still in the pipeline, but it is a big one. The fact that the stock market is associated with fear and greed is shown by the jump in AMC's share price. Just one piece of news from Amazon takeover rumors has investors jumping at the chance.

Read

Commented by Stefan Feulner on March 30th, 2023 | 12:12 CEST

Scarcity threatens energy transition - BYD, Canadian North Resources, Encavis

  • Mining
  • Lithium
  • Batteries
  • Electromobility

Critical raw materials are becoming increasingly important with the global challenge of climate change and the need to drive the transition to renewable energy. However, these raw materials, which are essential for manufacturing technologies such as solar cells, batteries and electric motors, are limited and often difficult to access. Securing a stable and sustainable supply of critical raw materials is, therefore, one of the key challenges of climate change.

Read

Commented by André Will-Laudien on March 29th, 2023 | 08:30 CEST

Copper massively missing - what to do? Nordex, Orestone Mining, JinkoSolar - Greentech shares in the focus of investors

  • Mining
  • Copper
  • Gold
  • GreenTech
  • Technology

The energy transition in Europe can only work if critical metals such as copper, lithium or nickel remain available. For an almost complete electrification of road traffic from 2035 onwards, quantities of copper 3 to 7 times the current consumption are required. At present, however, hardly any new mines are coming on stream. It will therefore be exciting to see which copper source the EU will soon tap in order to supply industrial sites with the coveted metal. So the EU Council of Experts should urgently look for a few mining consultants and have the current decisions verified by the Fairy Tale Department. How do we manage it after all?

Read

Commented by Armin Schulz on March 29th, 2023 | 08:19 CEST

Defense Metals, Rock Tech Lithium, BYD - Shares for the energy transition

  • Mining
  • RareEarths
  • Tungsten
  • Lithium
  • Electromobility

The energy transition is a major challenge for the world, as it requires transitioning from fossil fuels to renewable energy. In order to switch to renewable energies in the long term, large quantities of critical raw materials such as rare earths and lithium are needed. However, these raw materials are important not only for the energy transition but also for numerous other applications in modern industry. Rare earths are particularly important for the production of powerful magnets used in electric motors and generators. Lithium, on the other hand, is an essential component of lithium-ion batteries used in electric vehicles and renewable energy storage. Today, we look at three companies that can help drive the energy transition.

Read

Commented by Nico Popp on March 29th, 2023 | 08:15 CEST

Market failure! Highs and lows at BASF, Myriad Uranium, Vonovia

  • Mining
  • Uranium
  • chemicals
  • RealEstate

We all know efficient markets from the textbook. There, buyers and sellers always come together - and in the end, there is no apple left over. In reality, markets are highly complex and are sometimes dependent on external factors that can change everything overnight. Today we look at BASF's business in China, the real estate market and the emerging market for uranium.

Read