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Commented by André Will-Laudien on November 24th, 2022 | 10:17 CET

Sharp price movements at Uniper and Varta, E.ON and Tocvan Ventures on the launch pad!

  • Mining
  • Commodities
  • Energy

The Federal Network Agency reports this week that German gas reserves will be sufficient for 9 to 10 weeks. According to Adam Riese, this means that without new supplies, a bottleneck would be imminent from mid-February. Gas buyers are still hoping that European partners will support our supplies accordingly. In the winter months, however, they will need a large proportion in their own countries. Therefore, we are entering this winter with question marks, which has now returned with the first snow. In the current environment, some stock movements appear with special movements, for example, the 100% rally of the state-owned company Uniper.

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Commented by Armin Schulz on November 23rd, 2022 | 12:10 CET

K+S, Defense Metals, RWE - Profiting from stocks that fight shortcomings

  • Mining
  • RareEarths
  • fertilizer
  • Investments

The first supply chain problems occurred during the Corona Pandemic. With the outbreak of the Ukraine conflict, further deficiencies of Western countries were exposed. It has been known for a long time that the US and Europe are dependent on raw materials and energy from Russia and China. The Middle Kingdom, in particular, already has a monopoly on critical raw materials such as rare earths and tungsten. There has been a minor trade war between the US and China for some time now. Russia has supplied both Europe and the US with cheap energy. Now in times of tension, the dependencies are coming out in the open. So today, we look at three stocks that can combat the shortage.

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Commented by Fabian Lorenz on November 23rd, 2022 | 11:43 CET

China causes a bang in Qatar: Opportunity for Nel ASA, Plug Power, First Hydrogen, ITM Power

  • Hydrogen
  • greenhydrogen

Germany wanted to secure liquefied natural gas (LNG) from Qatar to reduce its dependence on Russia. But now China is digging in and securing LNG supplies from the emirate for the next 27 years. During this time, 108 million tons are to be supplied. Germany only wanted to commit for 5 years. While this does not necessarily take the German government's deal off the table, it does show that gas supplies will continue to be anything but secure or cheap in the future. And it shows how vital hydrogen will be in the future and that policymakers must push for its promotion because hydrogen from renewable energies can at least partially replace natural gas. Companies like Nel ASA, Plug Power and First Hydrogen can benefit from this. In 2022, however, only First Hydrogen was convincing.

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Commented by André Will-Laudien on November 23rd, 2022 | 10:06 CET

GreenTech takes off again: BASF, Meta Materials, Nordex, JinkoSolar - Is there a quick comeback?

  • Innovations
  • Technology
  • GreenTech

For the rapid expansion of "renewable energies", the traffic light coalition has presented a 500-page package of measures this year. With its help, the share of alternative power generation is to be increased as quickly as possible from the current level of around 50% to about 80%. According to reports from Berlin, the necessary approval loops with authorities will be drastically shortened. However, a prerequisite for this would be the population's approval for any encroachments on property in terms of distance regulations, noise and residential quality. It is here where things are currently hitting a snag because the government's bill includes extensive encroachments on nature and major sacrifices by residents in order to serve the common good. But with no one pushing forward on this issue, skepticism about quick success is warranted. Who are the big beneficiaries of climate technology progress?

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Commented by Stefan Feulner on November 22nd, 2022 | 13:42 CET

Favorable starting positions for Commerzbank, Desert Gold and BioNTech

  • Mining
  • Gold
  • Investments
  • Biotechnology

The suspected downward pressure due to uncertainties in the economy and geopolitics has so far failed to materialize. Instead, the most important stock indices, such as DAX or Dow Jones, were able to leave their short-term downward trends and are sending signals for a further upward push. In addition to the stock market, the precious metals sector was also able to turn around. Here, in particular, entry opportunities beckon at a significantly reduced level with the chance of long-term, disproportionate price gains.

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Commented by André Will-Laudien on November 22nd, 2022 | 11:53 CET

Triple AAA stocks take off: Amazon, Aspermont, Alphabet, Allianz - Sellout done?

  • Fintech
  • Investments

Well, who would have thought: after 9 months of correction mode, the stock market is already returning to normal mode this year. The indicator for leaving the panic mode is the VDAX, i.e. the measured fluctuation range of the index in 12 months. Last week, it reached levels of 22 to 23 again, after peaking at 33 in September. By comparison, in the absolute panic phase at the start of the war, the volatility gauge was 48.6%. The mood has eased, so welcome to the year-end rally. Where are the best opportunities for investors?

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Commented by Nico Popp on November 22nd, 2022 | 10:44 CET

Batteries: The new premium class - BYD, Almonty Industries, Varta

  • Mining
  • Tungsten
  • Electromobility
  • Batteries

When it comes to everyday products, we all have clear ideas about prices. For a long time, the EUR 2 mark, for example, was considered an average price for a piece of butter. But as soon as it becomes more expensive, it is worth a headline in a newspaper with big letters. It is a different story with cars or other high-quality products. Thanks to high-quality workmanship and technology, customers are willing to pay more than the actual market prices. In economics, the difference between the high price and the market price is called producer surplus. We present three companies that want to skim off this producer surplus.

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Commented by Armin Schulz on November 21st, 2022 | 14:22 CET

BYD, dynaCERT, Plug Power - Sustainable shares for the portfolio

  • Hydrogen
  • greenhydrogen
  • Electromobility

The end of fossil fuels is inevitable. The only question is how quickly we can make the transition. And the answer to that question will determine the extent of the impact of climate change. Last year alone, more than USD 6 billion was pledged to phase out fossil fuels. And this trend will only intensify. The Paris Agreement, signed by nearly 200 countries in 2016, set a goal of limiting global warming to below 2°C. Vehicles with internal combustion engines are major emitters of emissions. If we succeed in reducing CO2 emissions here, we will be closer to achieving the targets. Today we take a look at three companies that are helping to make mobility more environmentally friendly.

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Commented by Nico Popp on November 21st, 2022 | 12:11 CET

Biotech - Hotter than ever: Catalyst Pharmaceuticals, BioNxt Solutions, Bayer

  • Biotechnology

Biotechs have been providing answers to humanity's most pressing questions for years. Innovative companies are applying advanced methods to make a medical difference. The example of BioNTech is just one success story among many. While companies in the pharmaceutical sector are finding it increasingly difficult to come up with real innovations, biotechs often put all their eggs in one basket - and win. We present two biotech hopefuls and take a look at Bayer.

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Commented by Stefan Feulner on November 21st, 2022 | 11:07 CET

Morphosys, Defence Therapeutics, Evotec - Stabilization after the sell-off

  • Biotechnology
  • Investments

After the publication of the figures for the third quarter, many biotech companies were able to surprise positively. Due to the partly panic-like sell-off in this capital-intensive sector, there are attractive entry opportunities at a strongly discounted level, which should pay off with disproportionate price gains in the long term. The fact that promising companies are already trading below their cash levels shows that the panic is exaggerated. There are currently signs of a bottoming out, which could herald the next upward wave.

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