Comments
Commented by Stefan Feulner on March 2nd, 2023 | 21:45 CET
Nordex, Canadian North Resources, NIO - Strong growth in demand
The invasion of Ukraine and Europe's resulting dependence on Russian oil and gas has significantly accelerated the transformation to renewables as the largest part of the energy mix. However, wind power, photovoltaic systems, and electric cars require significantly more critical raw materials. This is already creating new problems. On the one hand, China owns the lion's share of many of these elementary metals; on the other hand, there is already excess demand for lithium, cobalt, nickel and even copper. Despite a short-term correction due to fears of recession, significant price increases are inevitable in the long term. The primary beneficiaries are raw material producers from Western countries.
Read
Commented by Juliane Zielonka on March 2nd, 2023 | 21:42 CET
Manuka Resources, FREYR Battery, Alibaba - Silver demand accelerates globally, high pace is required
Global demand for silver and iron is being generated by both conventional industrial needs, such as construction and technology, and progress toward clean energy generation and related commodities, such as batteries and electric vehicles. Australia's Manuka Resources reports an impressive initial mineral resource of 3.2 billion tons grading 0.05% vanadium at its Taranaki VTM iron sands project in New Zealand. This contains 1.6 million tons of vanadium pentoxide (V2O5), making it one of the most extensive vanadium deposits in the world. Vanadium is used for the production of high-performance batteries. This is where FREYR Battery comes into play. The Norwegian company reported its quarterly results and is on schedule with the construction of its in-house battery production facility. Top dog Alibaba also scored a win, as special data on the Chinese market has investors sitting up and taking notice...
Read
Commented by Nico Popp on March 2nd, 2023 | 19:55 CET
Short-term 100% opportunity - Uranium is picking up: Global Atomic, Myriad Uranium, Rio Tinto
Nuclear power as a discontinued model? Only ideologists with exclusively German glasses believe that! As of January 2023, new nuclear reactors are planned worldwide: In China, a whopping 47. In Russia 25, in India 12, the USA 3, Egypt 2 and so on. Even Japan, shaken by the Fukushima disaster, wants to connect a new nuclear power plant to the grid and believes in the safety of modern technology. We shed light on the uranium market and present a company with around 100% share price potential from a standing start.
Read
Commented by André Will-Laudien on March 1st, 2023 | 14:24 CET
Greentech in focus: BASF, Meta Materials, Nordex, JinkoSolar - Invest now in the Climate Action Plan 2.0!
In the daily press, in addition to the terrible images from Ukraine, we are also occupied with unresolved questions about the energy industry of the future. It has been decided that the path will lead via innovations and renewable energies, but the underlying pace will not be sufficient for a quick turnaround. Moving away from the internal combustion engine is just as much a matter for discussion as condemning nuclear energy. Resourceful researchers are therefore developing new ideas for technological concepts that will change vast areas of life. However, implementing the solutions will cost a lot of money and require scarce raw materials. What should investors be focusing on at the moment?
Read
Commented by Nico Popp on March 1st, 2023 | 14:21 CET
Raw materials revolution from Africa: K+S, Globex Mining, Freyr Battery
Lithium, cobalt or even manganese - what reads like the list of ingredients for the mobility and energy revolution is available in abundance in Africa. However, China has been a major player in Africa for years and was already investing heavily when Europe was still seeing golden times for combustion engines. In the meantime, however, that has changed: As Handelsblatt reports, more and more African countries want to do their own thing regarding raw materials and turn from exporters into processors - for the countries of Europe, this is an opportunity.
Read
Commented by Armin Schulz on March 1st, 2023 | 14:16 CET
Alibaba, Aspermont, ProSiebenSat.1 Media - Digital business models on the road to success
Digital business models are crucial for the future. Digital technologies are becoming increasingly important, and companies have more opportunities to offer their products and services. In addition, these models also enable companies to achieve cost savings and work more efficiently. Even during Corona, businesses that had already developed digital solution approaches performed particularly well. We look at three of these companies today.
Read
Commented by Stefan Feulner on March 1st, 2023 | 14:10 CET
Aixtron, Altech Advanced Materials, Sixt - Prospects remain rosy
Despite the continued uncertain environment of the Ukraine war, inflation and rising interest rates, many companies are surprising positively in their full-year 2022 figures. In addition, forecasts are extremely positive despite pessimism regarding the struggling global economy. In terms of innovations, too, the trend is steeply upward. In this context, one German company in particular could rise to become a leading player in battery technology.
Read
Commented by Stefan Feulner on March 1st, 2023 | 14:01 CET
BioNTech, BioNxt Solutions, Bayer - Turn of the tide
Just how fundamental biotechnology already is for humanity was demonstrated by the development of the various COVID vaccines, which was extremely rapid by historical standards. Previously unknown companies such as BioNTech, Valneva and CureVac came into the focus of the stock market and were able to multiply within a very short time. Even after the pandemic has ended, research in the biotech sector is running at full speed. This is giving rise to new, innovative growth companies that could follow a similar trajectory in the future.
Read
Commented by Fabian Lorenz on March 1st, 2023 | 13:55 CET
Nel ASA, TUI and Alpina Holdings: Shares with up to 100% price potential?
The reporting season is in full swing. The 2022 figures are an opportunity for investors to review their investment decisions and, if necessary, reposition themselves for 2023. For one of our three companies, analysts see up to 100% upside potential but also a "sell". The figures from Nel ASA were awaited with great excitement. Since last year, hydrogen companies have been good for a surprise every time they open their books - unfortunately, more of a negative one lately. Nel has also seen its fair share of good and bad news, and the first analysts have spoken out. At TUI, analyst comments are rather negative. Analyst opinion: Better than feared, but not good enough. In contrast, Alpina Holdings offers a favorable valuation and a dividend yield of 3%. Yet 2022 was relatively quiet for the real estate company from Singapore. In the future, margins and earnings should rise again.
Read
Commented by André Will-Laudien on February 28th, 2023 | 15:23 CET
Nuclear power, yes please! GoviEx Uranium, Rheinmetall, BYD, NIO - Important power for e-mobility!
Currently, 47 nuclear reactors in the Chinese pipeline are scheduled to come on stream within the next eight to ten years. In a global comparison, this puts Beijing at the top of the international planning list, followed by Russia and India. At last count, four nuclear power plants were under construction worldwide in 2020. In Germany, electricity generation from renewable energies continues to increase every year, while the electricity yield generated with the help of nuclear power continues to fall. This increases the costs for the German energy supply more and more, but the Berlin traffic lights are not interested in this. According to announcements by the German government, all nuclear reactors are to be shut down by April 2023 as part of the energy transition. What do investors need to pay attention to now?
Read