Comments
Commented by André Will-Laudien on May 12th, 2021 | 09:36 CEST
Formycon, NanoRepro, CureVac, PsyBio Therapeutics - Beat Corona with these stocks!
The vaccination rate is moving steadily forward in Europe. The European Commission has ordered another 2 billion doses from BioNTech. After all the squabbling over AstraZeneca, that may not be a bad decision. But the successors in this market will soon be on the starting blocks. CureVac is close to the approval of its vaccine, and Formycon is making a push with a therapy. NanoRepro, a Company based in Marburg, Germany, wants to bring a highly valid antigen test to market that can give those already vaccinated clear information about the body's immune defenses. The pace in the health sector could not be higher at the moment.
Read
Commented by Carsten Mainitz on May 11th, 2021 | 15:26 CEST
Aurubis, Osino Resources, ThyssenKrupp - Winners of the digitalization, energy transition and e-mobility trends
The three trends mentioned have one thing in common: they need electricity. And wherever electrons do work, materials for transporting and storing electricity are in demand. Different materials are used depending on the application. Gold, for example, is mainly used in connectors, as is silver, but it is also found in numerous coatings, e.g., for seat heaters or in infotainment systems. Copper, on the other hand, is the material of choice for all cable connections, while materials such as lithium or cobalt are needed to store electricity or hydrogen in the future. The following companies are fully in line with the trend with their products and should not be missing in any portfolio.
Read
Commented by Nico Popp on May 11th, 2021 | 14:50 CEST
Deutsche Rohstoff AG, Gazprom, Barrick Gold: Commodities in demand as never before - how to profit
Commodities have always been considered a sensible addition to portfolios. Now, however, the situation around wood, copper and oil seems to be getting worse. In many places, raw materials are already in short supply, and prices are rising, fueling concerns about rising inflation. Investors can bet on companies in the sector to guard against this and profit from the run on raw materials. We present three exciting stocks.
Read
Commented by Nico Popp on May 11th, 2021 | 13:00 CEST
Aspermont, ProSiebenSat.1 Media, Alibaba: Investing in the Power of Media
Media companies were long considered loss-making. The reason: Back then, media groups were primarily analog. But digitization is creating enormous opportunities. Content can be played out on different platforms and processes can be optimized. As a result, costs can be reduced, and companies can even initiate new business. We will outline how this works using the three companies below as examples.
Read
Commented by Stefan Feulner on May 11th, 2021 | 11:05 CEST
First Majestic Silver, Blackrock Silver, Xiaomi - The resurrection!
The precious metals gold and silver are celebrating a comeback since their correction low in March. The fear of impending inflation is now slowly entering the consciousness of every investor. But silver serves not only as a safe haven or capital protection. In times of the energy transition, gold's little brother is becoming increasingly important. For solar panels, sensors of wind turbines, in the entire e-mobility and the development of the 5G network, the white metal is indispensable. Take advantage of the still favorable opportunities and benefit from this development in the long term.
Read
Commented by André Will-Laudien on May 11th, 2021 | 10:45 CEST
Varta, NIO, Standard Lithium, QMines: Total Copper Boom - Watch out!
Availability of copper is one of the bottlenecks in electromobility. Its price hit a new record high last week at USD 10.445 per ton. Other commodities such as iron ore and uranium have also been in high demand recently. There are reasons for the price boom on both, the demand and supply side. Demand is currently highly driven by the prospect of rapid economic improvement. The accelerating rate for Corona vaccinations gives hope for fewer restrictions and an upturn in economic activity. Supply is currently unable to keep up, especially for technological commodities such as copper, nickel and lithium. We take a look at key industry players.
Read
Commented by Stefan Feulner on May 11th, 2021 | 10:12 CEST
BYD, Silkroad Nickel, Volkswagen - Exciting development in the electric car industry!
So far, the development of the electric car industry has been trouble-free, the sales figures of e-car manufacturers have skyrocketed and the displacement of combustion engines seemed to be only a matter of time. But currently, the first major obstacle is approaching producers. The chip shortage is leading to production stops and short-time work. The issue of scarcity is likely to become the dominant theme of this industry over the next few years. Raw materials for production such as lithium, nickel or cobalt are scarce commodities. The primary beneficiaries of this development are the raw material producers, who are already barely able to meet demand.
Read
Commented by Armin Schulz on May 10th, 2021 | 12:20 CEST
White Metal Resources, Newmont, Bitcoin Group - Fighting inflation with gold and bitcoin
Physical assets are an option investors should consider if they want to protect their money. However, investors should be very careful not to equate or even confuse inflation protection with expected returns when it comes to assets. In this regard, today, we would like to take a closer look at the conservative gold and the more speculative bitcoin. While gold was able to break free from the consolidation last Friday and should now continue to rise, bitcoin has not yet been able to close the gap between April 16 and 19. However, the upward trend in Bitcoin is intact. Today we present attractive paper investments in these asset classes.
Read
Commented by Carsten Mainitz on May 10th, 2021 | 11:47 CEST
Glencore, NSJ Gold Corp., Millennial Lithium - Inflation fear?
In March, prices in the US increased by 0.6% compared to the previous month. The rate of inflation was 2.6%. The reason is bottlenecks in production as well as in transportation, but also rising raw material prices. Economists at Commerzbank have come to this conclusion. Contrary to the Fed's historical policy of halting rising inflation by raising interest rates, Federal Reserve Chairman Powell has reiterated that there are no intentions to curtail loose monetary policy in light of the current difficulties in the Corona pandemic. In general, companies in the commodities and precious metals sectors benefit from an (expected) increase in inflation. Industrial metals and critical commodities with a specific demand and supply situation are worth a closer look. Likewise with precious metals stocks, which often serve as leverage for the "shiny crisis currencies." Here are three investment ideas. Who is making the running?
Read
Commented by André Will-Laudien on May 10th, 2021 | 11:10 CEST
VW, BYD, Plug Power, Almonty - The e-mobility breakthroughs!
Driving electric vehicles is becoming more and more popular! The Volkswagen Group delivered 133,300 electrified vehicles in the first quarter - more than twice as many as in the previous year, as the Wolfsburg-based Company points out. 59,900 buyers (+78%) opted for a fully electric vehicle, while plug-in hybrid drive models still lead the way, reaching sales of 73,400 units (+178%). Tesla, the self-proclaimed e-mobility technology leader, only managed 499,550 vehicles in the whole of 2020 (+36%). What does this mean for the manufacturers' shares?
Read