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Commented by André Will-Laudien on December 5th, 2022 | 11:03 CET
Debacle for e-mobility? BYD, Varta, Almonty Industries, Nordex - Farewell from the Qatar desert!
The German national soccer team has experienced its next World Cup debacle and attracted even fewer interested people to their TV sets than during the first World Cup elimination 4 years ago. Even during the third-round preliminary match, TV figures remained comparatively low. The DFB women thus retain the viewer record in 2023, which is nice. E-mobility could also suffer a significant setback in 2023 because if electricity prices continue to rise and availability falls, charging stations could have to be taken off the grid. According to the ADAC, Switzerland is planning a speed limit of 100 and driving bans on non-essential private trips with e-mobiles to prevent the risk of blackouts. The decision will be made in the National Council on December 12. But the stock market is still betting on Tesla & Co - who are the profiteers?
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Commented by Stefan Feulner on December 5th, 2022 | 10:41 CET
Plug Power, dynaCERT, Nel ASA - The tension rises
Hydrogen is a central building block for the energy transition and is considered the key to the successful decarbonization of the economy and the transport sector. Despite policy support programs for hydrogen strategies worldwide and the positive outlook for the future, companies listed on the stock exchange are still stuck in the correction. The final breakthrough could still take decades. On the other hand, bridging technologies benefit from the protracted implementation and can be used immediately in a wide range of industries.
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Commented by Nico Popp on December 5th, 2022 | 10:36 CET
Where gold shines brightest: Barrick Gold, Desert Gold, Uniper
Secretly and quietly, gold has stalked towards the USD 1,800 mark. The reasons are the weaker dollar in combination with a possible end of the interest rate turnaround and the growing uncertainty: Even if current economic data, such as the recently published US labor market report, give hope, the risks are growing in the long term. We look at two exciting gold stocks and use the example of Uniper to explain why gold could soon be booming.
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Commented by Nico Popp on December 5th, 2022 | 10:14 CET
Investment stories that inspire: Freyr Battery, Manuka Resources, BASF
In order to be successful with stocks in the current market situation, a thorough analysis of companies and their business models is required. Blanket instructions for action do not lead to success. Investment strategies such as the value approach and the focus on unconditional growth are not guaranteed to lead to success. What matters now are convincing investment stories! We take a look at three stocks that are currently in focus and check their future.
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Commented by André Will-Laudien on December 1st, 2022 | 13:18 CET
Who builds the best battery? Varta, Altech Advanced Materials, SFC Energy, IBU-tec - The entry is tempting!
Three years ago, the Chinese battery market leader CATL presented its cell-to-pack technology to the world for the first time. A new battery with this design is now said to give e-vehicles a range of 1,000 km and super-fast charging in just 10 minutes. According to CATL, the "Qilin" battery is more powerful than Tesla's 4680 cells. CATL plans to begin mass-producing the new battery in 2023. Whether the promised distance will be achieved, however, depends on the size of the installed battery and the vehicle's aerodynamics. In Europe and North America, research and development is also being carried out at full speed because the market for e-mobility still promises growth of over 30% per annum. What is the current status in Germany?
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Commented by Juliane Zielonka on December 1st, 2022 | 13:09 CET
First Hydrogen, Tesla, Volkswagen - Hydrogen or battery drive, who makes the race?
The German Federal Ministry of Research and Education has big plans: the natural gas network is to be converted as a supply structure for hydrogen so that Germany is well equipped for the future. The Canadian company First Hydrogen is betting on hydrogen propulsion, launching its first production facility in Quebec. A call for leadership is being heard regarding Elon Musk and his car company Tesla. It seems that a blue bird and the desire for freedom of expression are taking up so much of his time that the share price is wobbling. The competition is not sleeping: Volkswagen is currently number one in Europe with its EV models. Who will make the race?
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Commented by Fabian Lorenz on December 1st, 2022 | 11:55 CET
Comeback stocks: Nel, Aurora Cannabis, Barrick Gold, Tocvan Ventures
Gold, cannabis and hydrogen could be among the top trends of the coming year - also on the stock market. Due to full order books, Nel could be poised for a comeback in 2023. At least sales are already secured until mid-2024. Now, all that is left is to cut the loss to reach analysts' price targets. Aurora Cannabis has largely completed its turnaround and is also hoping for legalization in Europe and the US. Driven by a strong gold price, mining stocks have already jumped. Now exploration companies should follow. Tocvan Ventures is one of them. And with the gold explorer, investors can look forward to a regular news flow in the coming year. Are the three candidates comeback stocks in 2023?
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Commented by Juliane Zielonka on December 1st, 2022 | 10:44 CET
Aspermont, Twitter, Apple - Strong numbers, strong visions and marketplace power
The Australian media company for the commodities industry has presented its latest figures. The results are impressive, with total revenue up 17% YOY, among other things. This industry pioneer illustrates just how valuable access to high-quality information can be. Perhaps soon to disappear from the scene is Elon Musk's Twitter: Find out how strong its dependence on the App Store giant is and what impact Apple fees may have on its revenue model here.
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Commented by Stefan Feulner on December 1st, 2022 | 09:46 CET
BYD, Auxico Resources, Hensoldt, Rheinmetall - Prepared for the future
Russia's invasion of Ukraine at the end of February this year changed everything. While global stock markets fell into a state of shock, shares in defense companies boomed. With the arms buildup in the Western world, the future looks bright for companies that were still viewed critically before the war of aggression. However, in order to produce enough tanks, aircraft and other war equipment, the industry needs a variety of critical metals for which demand already exceeds supply.
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Commented by Nico Popp on November 30th, 2022 | 13:33 CET
Advances in the fight against cancer: Arcus Biosciences, Gilead Sciences, Defence Therapeutics, BioNTech
Research studies from 2020 show that 72% of Germans fear cancer. However, very few people want to admit to these fears. But precisely because the subject is a big taboo, it is worth looking at the latest achievements in research. Many companies worldwide have long been fighting the epidemic - and making astonishing progress. Just recently, a US biotech announced encouraging study results. Other companies have yet to launch promising studies. We provide an overview and outline opportunities from an investor's perspective.
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