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Commented by Juliane Zielonka on September 29th, 2022 | 10:57 CEST
Barsele Minerals, K+S, BYD - Sweden as a crisis winner?
Due to the explosions in the Baltic Sea pipelines Nord Stream 1 and 2, a switch to other energy sources is inevitable, especially for German industry. Fertilizer producer K+S, based in Kassel, is affected by this. The situation is different with Barsele Minerals. The Canadian company is exploring large gold areas in sunny Sweden and plans to mine up to 3.5 million ounces of the precious metal in the future. Electric car and battery manufacturer BYD, on the other hand, has sufficient resources in its home country of China and is preparing to make the leap into the European market. Find out here which shares are now defying the crisis.
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Commented by Fabian Lorenz on September 28th, 2022 | 11:22 CEST
Time for bargain hunters? Plug Power, Varta and Pathfinder Ventures
Growth stocks are currently under particular pressure. But this can also create opportunities for bargain hunters. Perhaps in the case of Varta? The share has crashed sharply after a profit warning. Now, the first analyst has upgraded the share from "sell" to "buy". But even his reasoning does not sound like a new growth story. Plug Power also tends to live on the hope of growth. While the new production facility is technically a milestone, it needs more. In contrast, things are going well at Pathfinder Ventures. The still unknown tourism company is profiting from the camping boom in North America, and its valuation is anything but expensive.
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Commented by André Will-Laudien on September 27th, 2022 | 13:49 CEST
Energy for the stock market! Siemens Energy, TubeSolar, Nel ASA, Plug Power - Green innovations are needed now!
Many innovative companies are working on sustainable solutions to reduce the colossal dependence on fossil fuels, sometimes with success and sometimes with less noteworthiness. For investors, it is important to note that most of the ideas have German engineering behind them, a testament to our high-performing education and training system. Some very creative start-ups go public quickly and boldly to refinance themselves. Other large companies are already long-listed and now have to watch their formerly lush valuations melt away in the sun. The selection of portfolio stocks is important, so it is always advisable to mix standard stocks with hopeful ones, which lowers the risks. We make a selection.
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Commented by Stefan Feulner on September 27th, 2022 | 13:47 CEST
Barrick Gold, Tocvan Ventures, Newmont, Glencore - Long-term positioning in gold makes sense
The FED's recent interest rate hikes and Chairman Jerome Powell's statement sent both equity and precious metals markets into the valley of tears. By all means, the monetary guardians want to curb rampant inflation. Whether this will succeed seems at least questionable. After all, it should not be forgotten that this would put an end to the already sputtering engine of the global economy. In addition, many already highly indebted countries are falling into ever greater problems due to higher interest payments. Thus, it is time to take a long-term, anticyclical position in the precious metals sector.
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Commented by Nico Popp on September 27th, 2022 | 12:46 CEST
Deutsche Bank, Desert Gold, Uniper: Watch out for the financial crisis!
The energy crisis is pushing utilities to the brink, the election victory of the radical right-wing party Fratelli d'Italia is putting a strain on the EU - and what are banks doing in this context? Weeks ago, Germany's top banking supervisor Raimund Rösler warned that the rapid turnaround in interest rates could also overburden some institutions. We look at banks, gas traders and a possible laughing third party.
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Commented by Stefan Feulner on September 27th, 2022 | 11:45 CEST
Evotec, Defence Therapeutics, Formycon - Biotech opportunity!
Due to the stricter monetary policy of the central banks and inflation concerns, the capital-intensive biotech sector is also suffering. The NASDAQ Biotechnology Index has lost almost a quarter of its value since the beginning of the stock market year. In addition, the number of companies trading even below their cash levels is higher than ever. At the same time, as can be seen with vaccine manufacturers, the industry is becoming increasingly important in everyday life. Especially in cancer research, some companies have the opportunity to multiply in the coming years based on their product pipeline.
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Commented by Armin Schulz on September 27th, 2022 | 11:01 CEST
Kodiak Copper, Nordex, BYD - Copper price indicates recovery of the economy!
Copper is considered a leading indicator of the economy. The red metal is built into almost all electrical products and is needed in many industries. If we compare the spot price of copper with the futures, we can see that the premium per metric ton has increased significantly. This is matched by the fact that China imported 8.1% more copper through August, despite the country's Zero-COVID strategy. In contrast, Chile, one of the largest copper producers, exported less than last year. So supply remains tight, partly due to demand from Europe, which is significantly expanding renewables. So today, we look at three companies around copper.
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Commented by Nico Popp on September 27th, 2022 | 10:50 CEST
Plug Power, dynaCERT, Varta: Where there is shadow, there is also light
GreenTech shares have been booming in recent weeks, and rightly so: regenerative energy sources and innovative drives are now often even cheaper than proven technology. Coupled with zero emissions, this is a decisive advantage. We explain why some shares are nevertheless weakening and show where there are interesting opportunities.
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Commented by Nico Popp on September 26th, 2022 | 14:10 CEST
Amazon, First Hydrogen, Shell - Profits are now being made on the stock market!
The past week did not exactly provide high spirits among investors. Almost all asset classes fell. But anyone who now gives up and turns their back on the market is making a crucial mistake! We look at why winners are being made right now, where there are opportunities and which trends simply cannot be beaten down in the long term, using three stocks from different sectors as examples.
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Commented by Stefan Feulner on September 26th, 2022 | 12:57 CEST
Hypoport, Saturn Oil + Gas, Deutsche Bank - Hard-hitting announcements from analysts
Due to uncertainties in the global economy with fears of recession, blown supply chains coupled with rampant inflation, it is becoming increasingly difficult for companies to maintain their forecasts. The latest example is battery maker Varta, which withdrew its full-year estimates altogether due to increased production costs. Analysts reacted with downgrades. In contrast, despite recent corrections, most financial experts are optimistic for the long term, especially for the commodities sector.
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