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Commented by Nico Popp on April 15th, 2025 | 09:50 CEST
Bayer, BioNTech, Defence Therapeutics: The new biotech reality opens up opportunities
The pharmaceutical sector is exempt from US tariffs. But does that mean everything will be okay for the industry? During the German Biotech Days in Heidelberg, which took place last week, market experts were cautious. Following the layoffs at the US Food and Drug Administration (FDA), there are concerns among pharmaceutical companies and biotech firms that the US could lose its leading position in research and development. According to the researchers at the conference, Europe could step into the breach under certain conditions – however, partnerships with other regions remain crucial for continued progress.
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Commented by Stefan Feulner on April 15th, 2025 | 07:10 CEST
Volkswagen, European Lithium, Xiaomi – Who benefits from the tariff hammer
With the surprising tariff exemptions for certain product groups like smartphones and computers, the US government provided some relief for the global financial markets over the weekend, which even pushed the German leading index DAX back towards the 21,000-point mark. However, the next shock could be on its way. As early as this week, Trump is expected to address the tariffs on semiconductors.
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Commented by Fabian Lorenz on April 15th, 2025 | 07:00 CEST
Gold and defense at RECORD LEVELS: Deutz, Barrick Gold, and Desert Gold – Who will multiply?
Gold is breaking record after record. Goldman Sachs has now raised its forecast for the price per troy ounce. Barrick and Newmont woke up last week and showed that large investors are also investing in gold mining stocks again. The takeover candidate Desert Gold offers an opportunity for multiplication. The rally has largely passed the stock by, which has been in a sideways trend for over a year. Analysts see an attractive risk-reward ratio and recommend buying the stock. Deutz is also receiving buy recommendations. Analysts view the announced acquisition as a strategic move with the potential for electrifying military vehicles in the future. And what is the gold heavyweight Barrick doing?
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Commented by Mario Hose on April 14th, 2025 | 13:45 CEST
Almonty Industries: GBC starts coverage with 'BUY' and target price of CAD 4.20
In a world where securing critical raw materials is increasingly becoming a geopolitical priority, one company in particular is coming into focus: Almonty Industries Inc. With strategically located mining projects and a clear vision of becoming a leading non-Chinese supplier of tungsten and molybdenum, Almonty offers investors an opportunity for substantial price gains. A new research report from GBC AG recommends buying the stock – with a target price of CAD 4.20, representing a price potential of over 100% from the current level. A link to the full report is available in this publication.
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Commented by André Will-Laudien on April 14th, 2025 | 08:00 CEST
Growth despite tariffs: It is all about using artificial intelligence! Novo Nordisk, NetraMark Holdings, Infineon, and Intel
The tariff policy of the Trump administration is casting a long shadow over the global economy, with ifo Institute President Clemens Fuest warning it could even trigger a new global recession. Only a handful of companies can currently afford to relax - those that manufacture entirely within the US and serve mainly domestic markets. However, the economy is highly interconnected, the recently favored globalization has ensured that. The wheel is currently turning backwards, and "local sourcing" is the new buzzword. History has shown that protectionism rarely leads to positive outcomes. It is important for investors to look closely at which policymakers truly have an understanding of economic issues without ideological distortions. Identifying these trends can lead to discovering high-potential stocks. The search is not easy, but we are here to provide support wherever possible.
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Commented by Armin Schulz on April 14th, 2025 | 07:20 CEST
123fahrschule is booming, while Volkswagen and Mercedes-Benz are struggling with tariffs and e-mobility
The German automotive industry is struggling with punitive tariffs and declining competitiveness, while the driving school sector is booming – a paradox of future markets. As Volkswagen and Mercedes-Benz face export declines and try to integrate the electric revolution into their existing structures, 123fahrschule is focusing on digital learning concepts and sustainability. But what connects luxury automakers with driving schools? Both face the question of how to master technology, global crises, and younger target groups. Innovation requires more than horsepower and premium labels. We look at how 123fahrschule, Volkswagen, and Mercedes-Benz meet these challenges and aim to shape the future.
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Commented by Stefan Feulner on April 14th, 2025 | 07:00 CEST
BYD, dynaCERT, thyssenkrupp - Trump rollercoaster creates opportunities
The stock market currently resembles a rollercoaster, driven by US President Trump's daily shifts in strategy regarding punitive tariffs. After suffering significant losses due to a historic crash earlier in the week, the losses turned into substantial gains within minutes on Wednesday evening. Much of what is happening now is the result of panic and chance, creating attractive entry opportunities in certain companies.
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Commented by Armin Schulz on April 14th, 2025 | 06:50 CEST
Gold shines as a safe haven – Tocvan Ventures sets new standards with its Mexico project
With a gold price above USD 3,100 per ounce, the precious metal remains a stable anchor in uncertain times. For investors seeking to profit disproportionately from this dynamic, exploration companies with promising projects are coming into focus. One of the most exciting players is Tocvan Ventures, which recently presented spectacular drilling results from its Gran Pilar project in Sonora, Mexico. The Company is strategically well-positioned to benefit from the increasing demand for gold and silver – and is now offering investors an attractive entry scenario.
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Commented by Fabian Lorenz on April 11th, 2025 | 07:30 CEST
PRICE SURGE! Gold, Copper, Nordex, TUI, Benton Resources
Nordex reported a positive order intake amid the general recovery rally. The stock reacted yesterday with an intraday gain of over 5%. Analysts see further upside potential, and the stock has momentum. This also applies again to the gold price, which quickly regained the USD 3,100 mark. In times like these, gold is likely to remain in demand. Benton Resources should benefit from this. Investors betting on this "small Barrick Gold" are betting on both gold and copper. There are good reasons for rising prices for both commodities. This also applies to the Benton share. The historical resource estimate of the project in Canada may be far too low. At TUI, management appears confident in the Company's outlook, as board members have again bought shares. Analysts also see upside potential but warn of the potential impact of an economic slowdown.
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Commented by André Will-Laudien on April 11th, 2025 | 07:15 CEST
Trump rally boosts Vidac Pharma: Further milestones in cancer research achieved!
Humanity continues to fight relentlessly against cancer. As one of the most common causes of death, researchers have been trying to unravel the secrets of this terrible disease for more than 175 years. Meanwhile, early detection and forms of therapy have come a long way, and many patients diagnosed with cancer often go on to live for many years after their diagnosis. However, it is still too early for triumph; progress is incremental and costs time and money. The dream of biotech investors is to find the needle in the haystack. Which publicly listed company will achieve the long-awaited breakthrough? Vidac Pharma has so far achieved recognized milestones and continues its research in a targeted manner. According to a recent study on the Company, investors could see a tenfold increase over the next few years. This is reason enough for us to take a closer look!
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