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Commented by André Will-Laudien on March 23rd, 2021 | 13:23 CET
Nevada Copper, BYD, Varta: Revaluation in copper?
Incredible, what speed! A few months ago, the German automotive industry was still sleepy and hardly reacted to Tesla's announcements to put the mobility of the future on a new footing. Then, last week, Volkswagen ignited the electric flock, and then yesterday came the announcement of the truck-electro cooperation from Traton Group, consisting of VW, Scania and MAN. They are to invest EUR 1.6 billion in the research and development of e-trucks by 2025. Daimler-Benz and Volvo had recently talked about a hydrogen powertrain. VW gained 7% yesterday and Daimler barely moved from the spot. So the capital market pendulum is seemingly swinging back in the direction of electromobility.
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Commented by Carsten Mainitz on March 22nd, 2021 | 08:40 CET
K+S, Goldseek Resources, Gazprom - those who wait for others to buy will lose out
Almost 70 years ago, economist Harry Markowitz published an article on how best to build an investment portfolio. At its core, it was about the benefits of diversification. By spreading risk across as many asset classes as possible, positive effects could be achieved, all the more so if the assets had a low correlation, i.e. if the returns developed as independently of each other as possible. His findings became an important part of portfolio theory. Markowitz was later awarded the Nobel Prize for his research. Unfortunately, the intuitively conclusive recommendation for action loses its "theoretical" advantages in crash phases since correlations and liquidity, as proven in several studies, change abruptly to the investor's disadvantage. Nevertheless, diversification makes sense and investors should not "put all their eggs in just one basket." Below we will give you a few ideas on how to build a portfolio of commodity stocks that are well diversified and rich in opportunities.
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Commented by André Will-Laudien on March 22nd, 2021 | 08:30 CET
Desert Gold, Barrick Gold, Aurelius Equity, TeamViewer - The April Winners!
The March decline is over. Which stocks will be the winners in April? Gold turned in at USD 1,680 and ended up at USD 1,745 on Friday. The substantial rise in yields in the first quarter certainly helped here, bringing the US 30-year yield from 1.7% closer to the 2.5% mark. At this point, the inflation discussions start to get loud, which immediately feed through to the growth stocks on the NASDAQ. Borrowed money becomes more expensive, making it all the more difficult to re-finance growth companies. Often in history, interest rate turning points were also critical stock phases, but there was always a laughing winner: GOLD!
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Commented by Stefan Feulner on March 22nd, 2021 | 08:15 CET
Plug Power, Almonty Industries, Everfuel - What you need to know now!
Due to the energy transition, there is no question that the future belongs to both electromobility and hydrogen technology. Even if most producers' share prices lost extreme value in recent weeks, this should only mean a pronounced correction in the valid upward trend. Increasing demand is also driving up the price of the raw materials needed for a carbon-free world. The tense situation between China and the USA is accelerating this development.
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Commented by Nico Popp on March 22nd, 2021 | 08:00 CET
BYD, Blackrock Silver, First Majestic Silver: The greener the world, the better for silver
It was unclear for a long time when the automotive industry would focus on electromobility. For too long, German manufacturers, in particular, continued to bring large, heavy and powerful combustion engines to the market. But now Volkswagen and Daimler and Co. have rethought and are fully committed to electromobility. The consequences are manifold: In addition to rising share prices, such as VW, the prices of potential suppliers are also climbing. This much is clear: The mobility revolution requires one thing above all: more raw materials.
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Commented by André Will-Laudien on March 19th, 2021 | 10:30 CET
Enapter, FuelCell, NEL, Plug Power - hydrogen or battery?
According to publications of the last few days, the decision has been made in the mobility sector. The markets are clearly focusing on electromobility, and titles such as VW and Varta are in demand as never before. VW had called for an assault on the Tesla bastion at its last press conference. VW can also make a big splash here. It is the world's second-largest automaker and is at the forefront of mass manufacturers in the electricity sector. In this business, size means a high number of hits and positive cash flows, precisely what many hydrogen companies do not yet have, because outside of a few research projects, there is still no business worth mentioning. Billions will now flow into battery development.
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Commented by Stefan Feulner on March 19th, 2021 | 10:02 CET
BP, Deutsche Rohstoff, Lynas - Attention: a long boom is going on here!
Extreme shortages due to the enormous demand for raw materials of the planned energy turnaround and a dispute that continues to swell between China and the US could escalate at any time, even after Donald Trump. A new energy crisis due to a lack of resources is looming. The prices of copper, lithium and rare earth metals are rising rapidly. The demand overhang is likely to accelerate in the coming years. Significantly rising prices are also expected for oil.
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Commented by Stefan Feulner on March 19th, 2021 | 08:53 CET
BYD, The Very Good Food Company, Bitcoin Group - These are the growth rockets!
Faster, higher, further! This saying is especially true for industries dedicated to future technologies such as electric mobility, hydrogen or fuel cell technology. Growth rates of more than 100% per year are the norm here. If a company stagnates, it will be overrun by its competitors. To grow faster than the market, it needs innovations to gain a speed advantage through unique selling points.
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Commented by Carsten Mainitz on March 19th, 2021 | 07:10 CET
Deutsche Telekom, Upco International, Vantage Towers - Not to be missed: important lessons for successful investing!
Takeovers, spin-offs, transformation of business models - these three buzzwords stand for change in many sectors of the economy and this also applies to the telecommunications sector. Even if an investor is betting on the right theme, it does not mean that he has bought a stock cheaply. In the following, we present three very different stocks from the telecommunications sector and give you suggestions on how to separate the wheat from the chaff.
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Commented by Stefan Feulner on March 19th, 2021 | 07:05 CET
BMW, Nevada Copper, Nikola - The return of the giants!
For a long time, the term electric mobility was associated with the US company Tesla, led by the jack-of-all-trades Elon Musk. Germany, the land of carmakers, was in a slumber for a long time. But now, the industry giants are coming back with a vengeance. After Volkswagen kicked things off this week with its "Power Day," many other German car brands follow suit. Due to the enormous growth in the electromobility sector, raw material prices required for this new type of technology are also exploding.
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