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Commented by Fabian Lorenz on May 13th, 2025 | 07:15 CEST
Stocks are taking off! Nel, RENK, Walmart partner MiMedia! Is the tariff chaos coming to an end?
Will MiMedia's stock break through resistance and shoot to a new all-time high? The chances are good, as the cloud insider tip has navigated the tariff chaos of recent weeks surprisingly well. Now, the Company is set to scale up in Latin America with retail giant Walmart. With gross margins of 80% and above, the upside is substantial. Could new momentum come from the CEO soon? Things are already heating up at Renk - tomorrow's update will be crucial. Can the high-flyer's order backlog and outlook convince investors? Analysts remain cautious, and the potential downside for the stock should not be underestimated. And what is Nel doing? For shareholders, it is a rollercoaster once again. An order cancellation is followed by new hopes that the EU might completely cut off the Russian gas tap.
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Commented by Nico Popp on May 13th, 2025 | 07:10 CEST
The fight against cancer as a billion-dollar opportunity: BioNTech, Merck, and Vidac Pharma
Cancer is the scourge of our time. However, significant progress has already been made in recent years. In addition to significantly improved traditional therapies, individualized treatment approaches such as immunotherapy are repeatedly proving successful in curing patients. This trend is set to continue. Experts such as the investors at Candriam and market researchers at Spherical Insights foresee enormous growth – the market for cancer drugs could see double-digit annual growth by the 2030s. Market leaders such as BioNTech and Merck, as well as insider tips like Vidac Pharma, stand to benefit.
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Commented by Fabian Lorenz on May 13th, 2025 | 07:05 CEST
A bombshell for D-Wave and Siemens Energy! Is AI stock NetraMark too cheap?
D-Wave has made a spectacular comeback. The reasons are strong figures, positive analyst comments, and cooperation with the auto giant Ford. Is the quantum hot stock heading for a new all-time high? AI gem NetraMark still has a long way to go, but its valuation is extremely exciting. Donald Trump's latest statements show that drug prices must come down. Pharma and biotech companies can achieve this by using NetraMark's AI. The stock appears cheap and also has takeover potential. Siemens Energy shares are unstoppable. However, analysts' opinions continue to diverge. On the one hand, the price target is being raised, while on the other, a sell recommendation is being issued. What to do?
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Commented by Armin Schulz on May 13th, 2025 | 07:00 CEST
When returns meet security: Why Almonty Industries is suddenly everyone's darling!
In 2025, the world looks at a map full of conflicts: tensions are escalating in Ukraine, the Middle East, and along new geopolitical fault lines in Asia and Africa. Hopes for peace are giving way to a reality of rearmament and militarization. This dynamic is fueling the defense industry. But its boom depends on an inconspicuous metal: tungsten. With its unique heat resistance and density, it is irreplaceable for armor-piercing ammunition, missiles, and high-performance alloys. While China dominates the global market, a Canadian company is stepping into the spotlight: Almonty Industries. With the revival of the legendary Sangdong mine in South Korea and strategic partnerships, Almonty could become a key player for the West.
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Commented by André Will-Laudien on May 12th, 2025 | 07:10 CEST
Is RENK riding the next wave? Heidelberg Materials and Argo Living are at the forefront of sustainability!
Russia's war of aggression against Ukraine and the recent tensions in transatlantic relations have triggered a profound change in the financial sector. Today, Fund managers ask themselves which criteria can be used as "ESG-compliant" or "sustainable" in this new era. The industry remains divided when it comes to defense companies. Nevertheless, fund managers are almost forced to invest in defense in order not to miss out on the steep return trend in 2025. Investors find themselves caught between expected returns and the desire for peace and stability. For RENK shares, this dilemma has given rise to dream returns that, in our view, are not yet reflected in the current figures. Heidelberg Materials and Argo Living, on the other hand, are focusing on sustainable products and have delivered impressive balance sheets so far. Investors should proceed selectively.
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Commented by Fabian Lorenz on May 12th, 2025 | 07:05 CEST
Gold at USD 6,000 and takeover rumors: Evotec, Barrick Gold, and Desert Gold shares
Evotec shares shot up by over 10% on Friday. Is it due to the payment from the Gates Foundation? Or is there a new attempt to buy German biotech companies soon? Desert Gold is a hot takeover candidate in the gold sector. The Canadians aim to expand their resources to 2 million ounces and start production soon. Analysts at GBC Research believe the share price could multiply. GBC's estimates are based on a gold price of USD 2,300. Currently, the precious metal is trading above USD 3,000. According to experts, USD 6,000 is even possible. In that case, even Barrick could strike it rich. However, the latest first-quarter report failed to provide new momentum for the stock. Are acquisitions needed?
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Commented by Armin Schulz on May 12th, 2025 | 07:00 CEST
From the valley of tears to hypergrowth? Nel ASA, dynaCERT, and Plug Power in the crosshairs
Does the future of the energy sector lie in hydrogen? After a decade of hype and disillusionment, 2025 is shaping up to be a turning point. Hydrogen is set to flow through Germany's new core grid for the first time, while global megaprojects drive the decarbonization of everything from steelworks to aircraft. The market could grow by 12% annually until 2030, fueled by billions in government funding, industry alliances, and innovative storage solutions. But can hydrogen make the leap from the lab to mass application? In this key phase, three players are stepping into the spotlight: Nel ASA, dynaCERT, and Plug Power.
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Commented by André Will-Laudien on May 8th, 2025 | 07:10 CEST
Almonty Industries – The next 100% opportunity with strategic metals
Things continue to go well for Almonty Industries (TSX: AII; WKN: A1JSSD; ISIN: CA0203981034; EUR 1.59). The stock is already one of the best commodity stocks for 2025. The market is gradually realizing that this story could be worth billions. The trade dispute between the US and many nations is proving to be a death blow for Western industries, especially those in China. In response to announced trade tariffs of over 100%, the leadership in Beijing has imposed export restrictions on strategic metals. Tungsten is one of the most critical metals, essential for high-tech and defense applications. Deposits and producers are few and far between, with a good 70% of supply coming from China. Almonty Industries is set to start production in South Korea in 2025, and US producers are already securing valuable tungsten. A jump in valuation is on the cards!
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Commented by Armin Schulz on May 8th, 2025 | 07:05 CEST
Cancer revolution: How Bayer, Vidac Pharma, and Pfizer are shaking up the billion-dollar market
Oncology has become the scene of an unprecedented competition. Where billion-dollar markets meet life-saving innovations, a global playing field for pioneers is emerging. Forecasts show that therapy costs and market volume are growing exponentially. This poses a challenge for healthcare systems and represents a gold mine for visionaries. New technologies such as personalized cancer vaccines and targeted drugs are pushing the boundaries of what is possible. Three players are strategically positioning themselves in this dynamic environment: Bayer, Vidac Pharma, and Pfizer. Their next moves could shape not only patients' lives, but entire industries.
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Commented by Nico Popp on May 8th, 2025 | 07:00 CEST
Data as a return booster: NetraMark, BioNTech, and Palantir Technologies
It is common knowledge by now that data is the raw material of the 21st century. However, only a few truly understand the many ways in which this digital raw material can now be processed. Today, we present three companies - NetraMark, BioNTech, and Palantir Technologies - whose business models stand to benefit significantly from modern data processing and AI. We also examine whether there is any potential for collaboration between these companies.
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