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Commented by Juliane Zielonka on October 24th, 2024 | 07:00 CEST

The raw materials revolution with Almonty Industries, Barrick Gold, and ASML - The architects of the digital future

  • Mining
  • Tungsten
  • Gold
  • semiconductor
  • Digitization

Technological progress is impossible without strategic materials such as tungsten, gold and hyperpure silicon wafers for semiconductors. Three companies play a key role in ensuring the security of supply in the Western world. Almonty Industries is on the verge of opening a large tungsten mine in South Korea. The Sangdong mine, which can meet 10% of global tungsten demand, offers a real alternative to Chinese dominance for the first time – a strategic breakthrough, given that 97% of South Korea's tungsten demand has historically come from China. Barrick Gold reaffirms the stability of the precious metals sector with gold production of 943,000 ounces in the third quarter of 2024. Meanwhile, ASML, the world's leading manufacturer of lithography systems, is securing the future of chip production. Despite geopolitical tensions with China, ASML expects revenues of EUR 30 to 35 billion by 2025 - a clear signal of the growing importance of the semiconductor industry. We have three companies in focus.

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Commented by Armin Schulz on October 23rd, 2024 | 08:00 CEST

Evotec, Nyxoah, BioNTech – Stocks for the future?

  • Biotechnology
  • Biotech
  • Pharma

The biotechnology and medtech industries are at an exciting turning point, with companies such as Evotec, Nyxoah and BioNTech positioning themselves as leading players in this dynamic field. Their innovative technologies and promising product pipelines could have the potential to fundamentally transform healthcare. Evotec excels in drug discovery expertise, Nyxoah develops groundbreaking solutions for sleep apnea, and BioNTech is a pioneer in mRNA technology. Although Evotec and BioNTech have recently faced challenges, all three companies are well-positioned to benefit from future medical developments.

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Commented by André Will-Laudien on October 23rd, 2024 | 07:45 CEST

The next gold rush with silver! dynaCERT and JinkoSolar remain winners, caution with Nel and thyssenkrupp

  • Hydrogen
  • greenhydrogen
  • renewableenergies
  • Steel

If things continue this way, gold and silver are set to become the top performers of 2024. Excluding popular technology stocks like Nvidia, the Nasdaq 100 index is currently up 32% in Euro terms. Precious metals have recently outperformed this return. Gold prices have increased by almost 40%, while silver prices have risen by nearly 50%. Commodity experts attribute the new rally to the strong increase in money supply by central banks and the persistently high inflation. Silver is expected to see an even stronger appreciation, as the widely observed gold-silver ratio is at historically high levels of 80, whereas in regular times, it should be around 50. With a gold price of USD 3,000 in 2025, silver could theoretically advance to USD 60. LME physical silver inventories are at a 20-year low. In our peer group of stocks, there are clear candidates for a rapid doubling.

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Commented by Fabian Lorenz on October 23rd, 2024 | 07:30 CEST

More than 100% upside potential! Bayer, Plug Power and 123fahrschule – Which stock is convincing?

  • Digitization
  • Technology
  • Pharma
  • Hydrogen
  • greenhydrogen

Analysts see more than a 100% upside potential in the 123fahrschule stock. The exciting second-line stock wants to make driver education more modern and efficient and is getting support from politicians. Accordingly, sales and profits should rise sharply. Plug Power can also show rising sales, but like industry colleague Nel, the Americans are unable to get a grip on their losses. Will the quarterly figures turn things around? Bayer shareholders have been waiting for a turnaround for quite some time. But analysts also expect falling profits in the coming quarterly report. Is there still potential for a 40% increase in the DAX share?

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Commented by Armin Schulz on October 23rd, 2024 | 07:15 CEST

BP, Saturn Oil + Gas, Shell - Benefiting from the escalating crisis in the Middle East

  • Mining
  • Gas
  • Oil

The recent geopolitical tensions in the Middle East have sparked significant global economic concern. A large-scale missile attack by Iran on Israel triggered speculation about possible retaliation, sending oil prices soaring. However, Israel's announcement that it would spare Iran's oil sector calmed the markets. Meanwhile, China's economic stimulus raised hopes for increased oil demand, though disappointing summer vacation figures fueled economic concerns. In the background, OPEC+ is discussing production adjustments to respond to possible Iranian shortfalls. This is reason enough to take a closer look at three oil producers.

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Commented by Stefan Feulner on October 23rd, 2024 | 07:00 CEST

Smartbroker Holding, First Hydrogen, Hensoldt - 3 Rebounders for the year-end sprint

  • Hydrogen
  • greenhydrogen
  • Defense
  • Broker

The year 2024, a successful year on the stock market so far, is already in the home stretch. In particular, major indices such as the DAX, S&P 500, and Dow Jones have reached new historic highs and appear overbought at current levels. By contrast, opportunities are offered by the second tier of small and mid-caps, which are attracting attention with a successful turnaround story. Investors could seize the opportunity and switch from value to growth, as many undervalued gems are currently in play.

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Commented by André Will-Laudien on October 21st, 2024 | 07:15 CEST

DAX 20,000 - Breakout to Mega Bull Market, Enter Strategically Now: BYD, NIO, Almonty Industries, ASML and SMCI

  • Mining
  • Tungsten
  • chips
  • Software
  • Electromobility
  • Batteries

This week could be the week. Just 2.5% separates the DAX-40 index from the magical 20,000-point mark. High-tech remains in demand, and last week, for the first time in months, automotive stocks also rose again. The Paris Motor Show closed its doors yesterday, and the result is clear: China dominated the exhibition with its new releases, showcasing innovation. And to the great chagrin of the EU, with prices on average 27% lower. At least the import duties were set in October, but the battle for the consumer has yet to be fought. Because Chinese vehicles are not only considerably cheaper, they have long since caught up with local manufacturers in terms of technology, features and design. Where are the opportunities for shareholders?

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Commented by Stefan Feulner on October 21st, 2024 | 07:00 CEST

First Majestic Silver, Desert Gold Ventures, Skeena Resources – The time has come

  • Mining
  • Silver
  • Gold
  • Commodities

Once again, the price of gold has reached a new all-time high, establishing itself above the USD 2,700 per ounce mark. Silver also reached a new twelve-year high after breaking through the horizontal resistance at USD 32. After a long period in which mining stocks failed to gain momentum, they are now celebrating a comeback with a strong upward trend. Should the gold trend continue, as experts expect, surpassing USD 3,000 per ounce, the time may now be ripe for smaller exploration companies.

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Commented by Juliane Zielonka on October 18th, 2024 | 07:00 CEST

Resources and AI: How Globex Mining, Barrick Gold, and Palantir are shaping the future

  • Mining
  • Gold
  • Software

Modern times require one thing above all: resources that fuel innovative solutions and sound strategies from CEOs who seize every opportunity and convert it into profit. Globex Mining shines with its innovative "mineral bank" model, which impresses with its diversification, debt-free balance sheet, and steady cash flows from options and royalties. Barrick Gold, despite short-term production challenges, demonstrates operational flexibility and relies on its portfolio of high-grade gold assets to ensure long-term growth. Palantir Technologies is using its leading position in the AI sector to transform traditional industries, which is reflected in impressive share price growth and lucrative partnerships such as the one with APA Corporation. We take a deep dive into the latest developments.

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Commented by André Will-Laudien on October 17th, 2024 | 08:15 CEST

The next 200% uranium rally – will there be takeovers soon? Myriad Uranium, Nel, Plug Power, SMCI and JinkoSolar

  • Mining
  • Uranium
  • renewableenergies
  • Solar
  • Energy

Somehow, international energy policy has become very complicated for investors. The EU's "Net Zero" plans cannot be achieved solely by expanding renewable energies. Countries with a less pronounced green ideology, like Germany, have rediscovered nuclear power, which was once banned. China, Russia and India even want to double their capacities. Germany's neighboring countries like France, Sweden, the Czech Republic, Poland and Great Britain intend to connect more than 50 new reactors to the grid over the next 10 years. All this suggests a lack of unity in Brussels and raises the question of how to manage the global energy supply for growing populations. For investors, the starting signal in uranium has long since been given. What should dynamic investors look out for now?

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