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Commented by André Will-Laudien on January 14th, 2025 | 08:00 CET
THE VOLATILITY TRAP: Sell-off in Bitcoin, gold on the rise! Desert Gold, MicroStrategy, Lufthansa, and Nel ASA
After a record year for equities in 2024, the new year is entering a challenging phase. Hopes of interest rate cuts look bleak, with inflation remaining too high. The mega rally in Bitcoin also needs to be deflated soon. This hits BTC collector MicroStrategy quite hard. Nel ASA, which had started the year on a hopeful note, now has to announce a production stoppage! Lufthansa, meanwhile, is working on acquiring the state-owned Italian airline ITA. Volatility is rising dangerously, signaling that a correction is due. These developments are positive for the safe haven of gold. The key now is consistent action!
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Commented by Stefan Feulner on January 14th, 2025 | 07:55 CET
Qiagen, Vidac Pharma, and Bayer with groundbreaking news
In the years to come, biotechnology will play a central role in solving global challenges. From the development of innovative therapies to sustainable agriculture and biobased industries, biotechnology combines science and technology to make the world more sustainable and efficient. As a driver of growth and innovation, it offers enormous opportunities for companies and investors who want to actively shape the future.
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Commented by André Will-Laudien on January 13th, 2025 | 07:10 CET
Greentech stocks make a flying start in 2025 – Tax package on the way? Nel ASA, dynaCERT, Plug Power, and Nordex in focus
The stock market kicked off the year with significant volatility. However, while the DAX 40 index is setting new records daily, the NASDAQ is consolidating at a very high level. Some profit-taking is weighing on the recently favoured "Magnificent 7" stocks, while long-neglected stocks in the greentech sector are starting to make a comeback. Canadian hydrogen specialist dynaCERT has now cleared all regulatory hurdles and strengthened its emissions trading team with the appointment of a new board member. In Germany alone, the environmental certificate market represents an annual volume of EUR 18.5 billion. We analyze which greentech stocks are now in a position to unlock their potential.
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Commented by Stefan Feulner on January 13th, 2025 | 07:00 CET
Nordex, XXIX Metal, D-Wave Quantum – Demand is driving prices
The decarbonization of the energy industry and the accelerated expansion of data centres for calculating artificial intelligence are creating a steadily increasing demand for energy sources that are as clean and efficient as possible. In addition to the ramp-up of solar energy, wind power plays a major role. The energy transition is leading to an enormous increase in the demand for copper. Forecasts assume that the demand for copper could increase by around 50–70% by 2030. By contrast, the past decade has seen a failure to meet rising demand by developing new projects. As a result, the few copper producers are likely to benefit from rising prices in the long term.
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Commented by Juliane Zielonka on January 10th, 2025 | 07:00 CET
Gold and security: Barrick, Desert Gold and Rheinmetall are profiting from geopolitical change
The global security landscape is changing rapidly, whether in the Middle East, on NATO borders, or in Asia. Savvy investors recognize the links between demand for commodities such as gold, technology and defense. One of the major gold producers, Barrick Gold, is receiving positive analyst evaluations and appears to be on a growth trajectory for 2025. The same is true for Desert Gold. The exploration and resource development company has discovered promising new gold deposits in Mali, West Africa, and has also raised the necessary capital for the next development phase. Meanwhile, Rheinmetall is strengthening the medical capabilities of the German armed forces. With state-of-the-art mobile rescue stations, soldiers will have access to care and support anytime. While gold producers and explorers are tapping into valuable precious metal resources, Rheinmetall provides the technology for a secure future. There is enormous investment potential for investors.
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Commented by Juliane Zielonka on January 9th, 2025 | 07:05 CET
ARI Motors, Volkswagen, BYD – E-mobility between urban niche, China strategy, and ethical boundaries
Electromobility is changing the automotive industry at all levels – from agile small vans for city centre operations to vehicles used on the factory premises of large corporations: cost-efficient solutions are in demand. The German manufacturer ARI Motors is conquering the niche of inner-city deliveries and artisan businesses with its small and nimble electric vehicles. Meanwhile, the industry's big players are fighting for market share in China. Volkswagen is expanding its strategic partnership with Chinese EV pioneer Xpeng to develop new EV models for the Asian market and roll out a nationwide network of 20,000 fast-charging stations. Chinese automaker BYD, however, is making headlines in Brazil – not for its innovations but for a scandal involving questionable working conditions during the construction of a new factory.
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Commented by Fabian Lorenz on January 9th, 2025 | 07:00 CET
Plug Power share price explodes! Golden times ahead for Siemens Energy and F3 Uranium?
The saying "those declared dead live longer" applies to the stock market - and seemingly to Plug Power. The hydrogen stock rose by almost 50% in the first few days of trading, although it has recently struggled to maintain this level. Is this the breakthrough, or is it going down again? Siemens Energy and F3 Uranium could be on the verge of golden times. Both are benefiting from the boom in data centres. In the past few days alone, billion-dollar investments have been announced in the US. To supply energy to the data centres for artificial intelligence, grids and nuclear power plants are needed. However, analyst sentiment is weighing on the price of Siemens Energy. In contrast, F3 Uranium appears ripe for a breakout from the sideways movement, with the potential for its stock to double.
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Commented by Armin Schulz on January 8th, 2025 | 07:30 CET
Bayer, First Hydrogen, Volkswagen – Turnaround Candidates for 2025 Under Review
After the year-end portfolio window-dressing in December, the new year starts with the hunt for the right stocks for 2025. Special attention should be given to turnaround candidates, meaning stocks that underperformed last year. These companies have faced challenging times and have often already begun addressing their issues through strategic realignment. Sometimes, market conditions for a sector can improve significantly from one year to the next, and then the stocks of these companies often rise disproportionately. Identifying the right stocks requires thorough research. We look at three potential turnaround candidates.
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Commented by André Will-Laudien on January 7th, 2025 | 07:30 CET
Super Rally 2025: Artificial intelligence, crypto and the hunger for energy! TOP performance with MicroStrategy, XXIX Metal, BYD and Mercedes
The sudden cancellation of the government environmental bonus for e-vehicles at the end of 2023 has led to a significant drop in the number of electric vehicles being registered. However, interest in electric vehicles remains, albeit constrained, partly due to the high prices of many electric models. New government measures are expected to boost electric mobility again starting in 2025, with potential incentives of up to EUR 3,600 – though the implementation will likely only happen after the elections. What is being treated as an election promise for Germany has become the norm for the rest of the world. The increasing demand for energy driven by the electrification of various sectors, from high-tech and artificial intelligence to the crypto arena, which is even now being considered as a "reserve currency," highlights how quickly the world is changing in this disruptive environment. However, what all economic and political trends have in common is the need for access to strategic metals, especially copper! Where are the opportunities for investors?
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Commented by Stefan Feulner on January 7th, 2025 | 07:00 CET
MicroStrategy, Almonty Industries and XPeng make headlines
The markets continued to rise in the first trading week of the new year. The DAX has managed to climb past the 20,000-point mark. Bitcoin is also working on reclaiming the magical USD 100,000 mark. For some market experts, this is just the beginning of an unstoppable run for the world's largest cryptocurrency. Less covered in the media but significantly more critical is the Western world's focus on securing vital raw materials. One company is on the launchpad and could soar to new heights after production begins.
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