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Commented by Armin Schulz on May 15th, 2023 | 07:40 CEST
BYD, Orestone Mining, SMA Solar - Copper is the lifeline of the energy transition
Copper is an essential component of the energy transition. It has proven to be a key material for the production and operation of electric cars and solar plants because it is conductive, flexible and durable. It is also used in many other applications. The copper price has been in an intact upward trend since July last year. Copper serves as a leading indicator for the economy, and even if the price has recently come back a little, experts expect a further increase in the 2nd half of the year. Electric vehicles are on the rise worldwide and especially in China. The Middle Kingdom is hungry for raw materials. In the past few months, more gold has been bought. Today we look at three companies for which copper is important.
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Commented by Stefan Feulner on May 15th, 2023 | 07:30 CEST
PayPal, Defiance Silver, Palantir - The rebound is firmly in sight
In the dynamic and volatile financial markets, finding investment opportunities that offer above-average returns is a constant challenge for investors. One way to achieve significant outperformance compared to the overall market is to identify promising rebound candidates that have experienced a disproportionate decline in value following weak earnings or other negative events but are likely to stage a comeback due to their business model.
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Commented by Nico Popp on May 15th, 2023 | 07:20 CEST
Thanks to Macron: Special boom for fuel cells? Plug Power, First Hydrogen, Volkswagen
It is a bombshell announcement that is expected to be made by the French Cabinet in Paris this week. As reported by Handelsblatt, in the future, emissions generated during the production of electric vehicles will be taken into account when promoting these vehicles. Until now, France, similar to Germany, has provided incentives for each electric vehicle priced below EUR 47,000. With the new law, Chinese manufacturers could be left out. We look at what this means and why hydrogen could be heading towards a special boom.
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Commented by Fabian Lorenz on May 11th, 2023 | 12:40 CEST
Drumbeat in the lithium sector! BYD, Standard Lithium and Grid Metals
A major merger is brewing in the lithium sector: Australia's Alkem has announced its intention to take over its US competitor Livent. This is further impetus for lithium shares to complete their sharp correction. The Bank of America, among others, sees light at the end of the tunnel. The price of lithium has stabilized, battery manufacturers have reduced their inventories, and the reopening of China is causing demand to rise. Against the background of the threatened nationalization - or at least partial nationalization - of lithium projects in Chile, investors should closely examine where the mining areas are located. This is where Standard Lithium, active in the US, and Grid Metals, active in Canada, come into play. Are carmakers like BYD, Volkswagen or Tesla grabbing hold of exciting projects in North America?
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Commented by André Will-Laudien on May 11th, 2023 | 12:30 CEST
Financial crisis - which financial crisis? Spring bull market ahead: Mercedes-Benz, Blackrock Silver, Nel ASA, Plug Power - Still getting in now?
The stock markets are jumping from one high to the next. If it even comes, the long-anticipated recession has already been mentally filed away. That is because the GFK consumer climate index has been rising for 8 months, and the ifo index is once again close to the 100 mark at 96.5, which is considered an expansion signal among economists. Uncertainty in the financial sector could not be greater due to overnight takeovers. But after 8 consecutive US interest rate hikes, some market participants now believe the hawkish period is over. Since the ECB has been reluctant to get into the inflation fight, only 5 rate hikes have been registered here. Gold, silver, and even lithium are sensing the arrival of spring once again. We will now focus on three interesting stocks.
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Commented by Stefan Feulner on May 11th, 2023 | 07:50 CEST
Plug Power, Canadian North Resources, RWE - Critical metals as a sticking point
The dream of a climate-neutral world still exists, at least in the minds of politicians. Thus, many companies that took on the transformation of the transport and energy sectors were also given plenty of advance praise. However, there are still problems with the implementation and the leap into the profit zone. One reason for the weakening margins is the raw materials needed for the energy transition, which are still at high levels. However, due to the scarcity of many critical metals, a reduction in base prices is likely to remain a pipe dream.
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Commented by Nico Popp on May 10th, 2023 | 09:50 CEST
These cost-cutters make you rich: BMW, Star Navigation Systems Group, Lufthansa
When the economic situation becomes more challenging, companies tighten their costs. That has always been the case. Solution providers that offer corporate customers measurable cost advantages are then in high demand. We look at three listed companies currently adjusting their cost structure and assess the prospects for their shares.
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Commented by Fabian Lorenz on May 10th, 2023 | 09:35 CEST
Panic at Plug Power: Hydrogen specialists Nel and First Hydrogen convince
Is the wheat being separated from the chaff in the hydrogen sector? This is the impression one could get in the last few weeks. First, Nel convinced with its quarterly figures. The Norwegians are finally getting a grip on their margins and are building the next gigawatt factory in the US. First Hydrogen is also investing in North America. A new site for the production of hydrogen and fuel cell commercial vehicles is to be built in Canada. Plug Power, on the other hand, has its work cut out. The US company disappointed with its quarterly figures on Monday evening. In addition, capital measures were announced. The share price fell by almost 10% in German trading yesterday.
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Commented by Armin Schulz on May 10th, 2023 | 09:20 CEST
Barrick Gold, Globex Mining, Deutsche Bank - Gold in rally mode
The turmoil in the banking industry has recently hit Western Alliance Bancorporation. With the demise of Silicon Valley Bank, the gold price gained momentum and is heading for its all-time high. The constant increase of the money supply by the central banks and the threatening insolvency of the US support the gold price just as much as the gold purchases from China. In April, China collected another 8.1 tonnes of gold, about 10 tonnes less than in the previous month. In Q1, gold purchases by central banks were at record levels. Good for gold producers and explorers. We look at two today and see if Deutsche Bank has recovered after the turmoil.
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Commented by Nico Popp on May 9th, 2023 | 09:40 CEST
Security of supply? More and more commodity deals are wobbling: Lynas Rare Earths, Power Nickel, Volkswagen
Critical raw materials, such as lithium, rare earths and nickel, are indispensable for the desired mobility and heat transition. But which companies can secure the raw materials now in demand? And which mining regions are suitable? Recently, producing countries have become more and more self-confident - reason enough for investors to turn to safe mining regions.
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