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Commented by Nico Popp on May 27th, 2021 | 07:50 CEST
Kodiak Copper, ThyssenKrupp, BYD: Three trends in one share
Copper is the metal of the moment. There are several reasons in favor of copper. Firstly, copper is benefiting from the global economic recovery following the end of the pandemic. The industrial metal has always been the primary beneficiary when infrastructure is invested in or otherwise built. It is precisely in this way that countries want to boost their economies after the pandemic. At the same time, there is a dynamic demand from the e-car industry. E-cars and charging infrastructure, none of that works without copper. And last but not least, inflation is getting to us - the Bundesbank is already expecting inflation rates beyond the 4% mark. Again, commodity prices tend to benefit.
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Commented by Nico Popp on May 27th, 2021 | 07:25 CEST
Nevada Copper, Salzgitter, NIO: The Greens and the Copper Price
Since the end of March 2020, the copper price has doubled. The trend is intact and investors are using every minor interim correction to get in. After the pandemic, countries worldwide want to get their economies back on track and fit for the future. Investments in infrastructure have been overdue for years anyway and are the very first measure for many countries. Sustainable solutions, such as charging infrastructure for electromobility, are also on the agenda. The copper price should continue to benefit. Demand from Germany, in particular, is likely to increase - a look at the polls in the election year suggests that it should soon rain billions for electric cars and their charging infrastructure. Some stocks are already benefiting.
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Commented by Stefan Feulner on May 26th, 2021 | 11:53 CEST
BYD, Carnavale Resources, NIO - Now into the megatrend
Without question, electromobility will be one of the future industries in terms of the energy transition. Car manufacturers are already vying to determine when the final switch from combustion engines to purely electric cars will occur. In Germany alone, around 12 million e-vehicles will be rolling along the roads in 2030. With the switch to electric-powered vehicles, demand for the necessary raw materials is also rising. The high level of interest offers enormous opportunities to participate in the trend, which is still in its infancy.
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Commented by Stefan Feulner on May 26th, 2021 | 11:27 CEST
Nel ASA, Triumph Gold, Palantir - Inflation is coming!
According to the Bundesbank, the inflation rate in Germany could rise to 4% by the end of the year. In the United States, this was already at 4.2% in April. According to central bankers, this is related to the reopening of the economy after the Corona Crisis and supply bottlenecks, and it is likely to remain only a temporary phenomenon. Instead of counteracting with interest rate hikes, the lively money printing continues. Protection against escalating price increases is advisable. The conditions for investing in gold have never been as favorable as they are now.
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Commented by André Will-Laudien on May 26th, 2021 | 11:12 CEST
Chips sold out: Nvidia, Infineon, AMD, Defense Metals - E-mobility empties the shelves!
The high-tech industry is currently not coming to rest. The great excitement in the industry is enormous, resulting in delivery bottlenecks for important control and sensor chips, especially for the automotive industry. In addition to delayed deliveries, there are also general resource bottlenecks in the raw materials sector. Often, 50% higher immediate delivery prices for individual components have to be included in the calculation. The chip shortage is a side effect of the Corona Crisis. Due to home offices and misjudgments of the limited manufacturing capacities, supply bottlenecks for semiconductors and components have been occurring since 2020. We take a look at an industry that has had a hard time since the trade war between the USA and China.
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Commented by Carsten Mainitz on May 26th, 2021 | 10:45 CEST
Almonty Industries, ThyssenKrupp, Klöckner & Co.- Indispensable raw materials!
According to the EU, tungsten is one of the most critical raw materials globally in terms of economic importance and procurement risk. The chemical element has the highest melting and boiling point and is therefore used in many critical industrial sectors. The main application of tungsten is in the form of tungsten steel - a high-alloy steel. Given the resource scarcity, it is reason enough for us to take a closer look at the interface between the steel industry and tungsten production with three promising stocks. Where is the yield driver?
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Commented by Nico Popp on May 26th, 2021 | 09:36 CEST
White Metal Resources, BASF, K+S: How to react to 4% inflation
As reported by Handelsblatt, the German Bundesbank expects an inflation rate of up to 4% by year-end. Within the eurozone, for which the central bank ECB is responsible, it could be well over 2%. This mixed situation is particularly tricky for Germans. While inflation in Germany is already very high, the lower price momentum within the eurozone could ensure that the ECB leaves its money floodgates open for even longer. In the long term, this could encourage inflation to overshoot. How can investors react to this? We present three stocks.
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Commented by Nico Popp on May 26th, 2021 | 08:15 CEST
BioNTech, PsyBio, Bayer: The opportunities of tomorrow
Even after the pandemic, there will be no "business as usual" in the healthcare system, as shown by a survey conducted a few months ago by the Barmer Institute for Health Research. The scientists surveyed called for far-reaching reforms. In addition to billing and uniform rules, digitization could also be a key to meaningful reforms. Innovative drugs also play a role when it comes to treating Covid-19 and concomitant diseases.
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Commented by Carsten Mainitz on May 25th, 2021 | 11:35 CEST
Bayer, Saturn Oil + Gas, Deutsche Lufthansa - All the ingredients for a price fireworks display!
Information moves prices. Sometimes up, sometimes down, and sometimes information seems to "bounce off" - ignored or misinterpreted by market participants. It is easier said than done to correctly classify the information in relation to the long-term perspective of a company. Thus, as seen last week with Bayer and Deutsche Lufthansa, a short-term price dampener is a good opportunity to enter the market. But also, information that is complex in detail and must first be "understood", offers the chance to make a real bargain. Canadian oil and gas producer Saturn is a case in point. The Company is moving into new dimensions with an acquisition, and according to the latest analyst report, the stock has the potential to triple in value. Where will you buy?
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Commented by André Will-Laudien on May 25th, 2021 | 11:11 CEST
Attention Crypto Investors! Coinbase, SAP, Glencore, Barsele Minerals - Where are the opportunities?
Those who want to make returns today often attach themselves to well-known names such as Elon Musk, Warren Buffett or even Cathie Wood. The latter is a former portfolio manager at Alliance Bernstein. She has become known in recent years for being a trump card of technology investors. Her ARK funds raised a whopping USD 34.5 billion in 2020. One of its flagship funds is the ARK Innovation ETF, which has its largest positions invested in NASDAQ darlings. For the past month, this fund has had a problem, as 14% declines have rarely been seen on a monthly basis. Tesla, Coinbase, and Zoom are the largest positions and they are dropping big time right now.
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