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Commented by Armin Schulz on May 4th, 2023 | 08:00 CEST
Commerzbank, Blackrock Silver, JinkoSolar - Banking crisis fuels demand for precious metals
May 3 was marked by the decision of the FED. The experts expect this to be the last interest rate hike for the time being. The interest rate increases of the past months have led customers to withdraw their money from the banks, which, however, had put the money into long-term government bonds that had fallen in value. Accordingly, First Republic was the next victim and the assets were sold to JP Morgan. Despite the interest rate hikes, inflation remains at a high level. This is one of the reasons why precious metals such as gold and silver have made significant gains recently. Silver is essential in many industrial sectors, especially in the production of solar panels.
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Commented by Stefan Feulner on May 4th, 2023 | 07:30 CEST
Clear signals at BYD, Globex Mining and Plug Power
The growth rates of electric car companies continue to be enormous, as the recently published sales figures of the Chinese market leader BYD show. The trend will likely continue at least until the end of this decade. According to a forecast by Statista, there will be 116 million electric vehicles worldwide in 2030, representing an increase of 1,800% since 2020. However, the transformation of the transport sector is causing an enormous demand for industrial metals. For some critical raw materials, demand is already outstripping supply.
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Commented by Nico Popp on May 4th, 2023 | 05:54 CEST
Bank quake and crack-up boom: Deutsche Bank, First Republic Bank, Tocvan Ventures
The banking tremors continue: With First Republic Bank and its distress sale to JP Morgan, it becomes clear once again that rising interest rates have the potential to plunge the economy into a deep crisis. Why? If the interbank business comes to a standstill, numerous zombie companies, of which there are still some, could also be in trouble. We explain in three minutes what threatens banks and the economy and why in the end, some shares could rise particularly sharply.
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Commented by Nico Popp on May 3rd, 2023 | 07:45 CEST
Lose the German goggles and profit? Plug Power, Myriad Uranium, RWE
Drought in southern Spain, gloomy weather in Germany - that climate change will also make itself felt in 2023 is already apparent now, at the beginning of May. In view of climate change, some authors are already calling for an end to the pursuit of growth. But is that worth striving for, and can it even be implemented in liberal democracies? We shed light on the limits of cuts and where technology could make climate protection possible without cuts.
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Commented by Fabian Lorenz on May 3rd, 2023 | 07:30 CEST
Starting signal for a share price rally? BioNTech, Bayer, and BioNxt Solutions ahead of important dates
Things can move fast in the biotech sector. The share price of Prometheus Biosciences shot up by a good 75% practically overnight. The reason: US pharmaceutical group Merck & Co wants to buy the Company specializing in treating immune diseases, thus strengthening its own product portfolio. Thanks to clever takeovers, Sartorius has also grown strongly in recent years, become a success story on the German stock market and risen to the DAX. The latest acquisition of the laboratory supplier is Polyplus. The French company develops DNA and RNA components for cell and gene therapies. Is BioNxt, also active in Germany, the next takeover candidate? In any case, the Company is taking big steps towards commercialization. Investors are also hoping for new impetus from Bayer and BioNTech. Both companies have important dates coming up. But analysts are skeptical.
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Commented by André Will-Laudien on May 3rd, 2023 | 07:15 CEST
The copper war! Nordex, Orestone Mining, Nel ASA, ThyssenKrupp - Shortage of copper weighs on Greentech expansion
The World Copper Conference 2023 took place in Chile in mid-April. According to the experts, the global energy turnaround requires huge investments in new industrial metal mines, especially copper. The red metal has become very rare, and the large deposits are working at their capacity limits. One figure made the conference participants turn pale. According to estimates by the International Copper Association (ICA), at least USD 105 billion must be invested to provide enough mining capacity for the upcoming demand. Converted into quantities, this means 6.5 million tonnes more than the production from 2022. Anyone hearing these figures doubts the successful solution to climate change. Some stocks are to be considered in this context.
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Commented by Stefan Feulner on May 2nd, 2023 | 09:25 CEST
Analysts in full swing - Nel ASA, dynaCERT, Enphase Energy
Technology companies, in particular, had their turn last week to present their first-quarter figures to the broad investor community. The Facebook group Meta exceeded its profit forecasts, and the technology giant Microsoft also impressed with its profit and turnover. In contrast, the picture in the second tier was mixed. The battery manufacturer Varta recorded significant losses. Another stock from the renewable energy segment experienced a massive sell-off, and analysts reacted promptly.
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Commented by Nico Popp on May 2nd, 2023 | 09:10 CEST
Electricity for 2 cents? Here's how! Vonovia, JinkoSolar, Manuka Resources
The heat transition is in full swing. But where is this development leading? The uncertainty of many potential property buyers can currently be seen in the collapsing financing volume. Whether real estate has had its day as an asset class, what alternatives there are and where investors should watch out - here is a review of the real estate market and the energy transition.
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Commented by Armin Schulz on May 2nd, 2023 | 08:55 CEST
ThyssenKrupp, Defense Metals, Rheinmetall - US subsidizes rare earths
Rare earths have long been on the list of critical metals in the US and Europe. As tensions build between the US and China over Taiwan, it is important to remember how critical rare earths are. Currently, China has a virtual monopoly, especially in terms of refining. In addition to high-tech products such as smartphones, the critical raw material is needed for steel alloys, in the military and above all, for the energy transition, including electric vehicles. The US now wants to promote the mining of rare earths in its own country and rewards this with a tax credit of up to USD 30 per kg. We, therefore, look at 3 companies that rely on rare earths.
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Commented by André Will-Laudien on May 2nd, 2023 | 08:50 CEST
Nuclear off, secure energy now! Altech Advanced Materials, Varta and BYD - Up 700 % and no end in sight?
The nuclear reactors are now off! As though there was enough energy far and wide, the Berlin government ensemble decided to phase out nuclear energy. The reaction of the electricity suppliers followed immediately. On Monday, April 17, E.ON raised its electricity prices by 43%. Meanwhile, the coalition government cannot be deterred from suggesting to citizens that electricity prices will decrease in the long term. It will now be difficult for private households to behave in a climate-friendly way and still be able to consume. There are plenty of solutions for battery storage, but what is affordable and reliable? We take a look at an industry with a future.
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