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Commented by Mario Hose on August 16th, 2022 | 07:08 CEST
Kodiak Copper CEO Claudia Tornquist: The long-term picture for copper remains extremely strong
Copper is one of the important metals in modern life. When it comes to the energy transition and the change in mobility, the red metal is of great importance. In the global competition between industrial market players, access and price therefore play an important role. Raw material nations such as Canada supply the market with the ingredient of countless technical devices, which are often produced in the Middle Kingdom. For this reason, it is particularly interesting to hear the opinion of an expert. Claudia Tornquist is the CEO of Kodiak Copper Corp. and is exploring for new copper deposits in British Columbia.
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Commented by André Will-Laudien on August 15th, 2022 | 13:32 CEST
GreenTech shares: BYD, Alpha Copper, Nordex, JinkoSolar - Top stocks for the climate fight!
According to a study by the International Copper Study Group (ICSG) from 2020, Chile, Peru, China and the US were the largest copper producers in the world. Other significant deposits can be found in Australia, Indonesia, Russia, Canada, Zambia, Poland, Kazakhstan and Mexico. In Europe, the largest copper deposits are concentrated in Russia and Poland. When it comes to calculating the copper market in the next few years, expert opinions differ widely. According to a study by Wood Mackenzie, primary copper demand will increase by over 30% to around 25 million tons by 2030. And ore is already in more than short supply today. Where are the opportunities for investors?
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Commented by Stefan Feulner on August 15th, 2022 | 12:26 CEST
Long-term bottom reached? - Barrick Gold, Manuka Resources, Newmont
In 2022, a stock market year characterized by geopolitical uncertainties and major inflation concerns, investors were definitely wrong if they followed the old stock market adage "Sell in May and go away". Although the German stock market barometer DAX only marked a new low for the year of 12,385 points in July, it has since risen steeply by around 1,500 points. The precious metal gold was also able to turn around after a successful test of the critical support zone at USD 1,680 per ounce and set off for new highs after breaking through the USD 1,800 mark.
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Commented by Armin Schulz on August 15th, 2022 | 11:48 CEST
Rheinmetall, Kleos Space, Palantir - Is the Ukraine war spreading?
On July 27, the NATO Defense College presented a report warning of an attack by Russia on a NATO ally. According to the report, Russia could establish a military buffer zone. Initially, this would primarily affect countries of the former Soviet Union, first and foremost Moldova. In addition, analysts assume that Russia has not yet demonstrated its full military strength in Ukraine and can also quickly compensate for current losses. If the assumptions are correct, the war will continue for a while. We therefore take a look at three companies that should benefit.
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Commented by Nico Popp on August 15th, 2022 | 10:43 CEST
Who benefits from recession and inflation? BASF, Viva Gold, K+S
The market is currently staging a minor bear market rally. The reason: Falling energy prices and the first signs of lower inflation are fuelling hopes that the central banks may pause their interest rate turnaround sooner than expected. The prospect of a soft landing for the global economy has even sent cyclicals rising again in recent days and weeks. But what if inflation stays or the economy shrinks significantly in 2023?
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Commented by Juliane Zielonka on August 12th, 2022 | 10:10 CEST
Almonty Industries, K+S, E.ON - These companies benefit from the energy transition
The situation on the energy markets remains tense. The German Minister of Economics received a rejection from Qatar. Alternatives are urgently needed, such as solar and wind power. Almonty Industries is well positioned to source materials for these energies. The world's leading supplier of tungsten can become a decisive player in the market for the hunt for raw materials. Rising prices are benefiting the Company in this regard. The changed prices, in turn, play into the hands of fertilizer producer K+S. Higher average prices in both customer segments compensated for increased costs. In Western Europe, prices fell due to demand, which led to increased sales in Eastern and Northern Europe. Energy network operator E.ON warned of "valuation risks for investments" when publishing last year's results in March and surprised with the current results.
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Commented by Juliane Zielonka on August 11th, 2022 | 12:28 CEST
Pathfinder Ventures, TUI, Lufthansa - Which tourism shares are worthwhile?
The tourism industry has suffered losses in recent years due to the pandemic. Be it staff shortages like at Lufthansa and at the airports, with the resulting chaos of cancelled flights and passengers waiting for hours at check-in. This volatility is reflected in the shares. On the other hand, the growth of Pathfinder Ventures, a Canadian company specializing in campgrounds for RVs in the most beautiful places under the maple flag, is developing pleasantly positively. Pathfinder Ventures is upgrading its facilities and expanding by buying up more sites that are already well-attended. We look at the details.
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Commented by Fabian Lorenz on August 11th, 2022 | 11:26 CEST
Alarm at Plug Power, problems for Nordex is good for Alpha Copper
It is the summer of renewable energy stocks. Russia's attack on Ukraine, high oil and gas prices, and climate change are just a few arguments why investors are so electrified by the sector. However, there is also a lot of advance praise being handed out. That is the case with Plug Power. When a company makes more losses than sales, alarm bells start ringing. But the Plug Power share is taking this surprisingly well. According to analysts, Nordex continues to suffer from high purchase prices, and an impending copper shortage will not reduce the problems. Alpha Copper should benefit from scarce copper. Drilling programs are giving the share a tailwind.
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Commented by Stefan Feulner on August 11th, 2022 | 10:57 CEST
BYD, Edison Lithium, Albemarle - It is getting problematic
The electrification of transport and the replacement of the combustion engine are essential to achieve the proclaimed climate goals of politics. Batteries are one of the main components of electromobility. According to a study by the consulting firm Roland Berger, the global market for lithium-ion batteries will grow by 30% per year until 2030. But electric car manufacturers are already struggling with the scarce metal lithium. Prices are skyrocketing and demand is far outstripping supply. Lithium producers are likely to continue to be the primary beneficiaries in the coming years.
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Commented by Nico Popp on August 10th, 2022 | 13:40 CEST
Gold? What matters is what you make of it: Barrick Gold, Desert Gold, Amazon
"Perfect time to buy gold?" That was the question posed by Handelsblatt a few days ago while at the same time providing good arguments for the precious metal. Although the interest rate turnaround could once again weigh on gold in the short term, the focus could then turn to the future. Experts believe that gold has opportunities again in the medium term. The experts at Goldman Sachs see the precious metal at USD 2,500. We explain how investors can invest in gold and whether there are other inflation investments.
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