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Commented by Armin Schulz on March 4th, 2025 | 07:00 CET
BYD, Nova Pacific Metals, Nordex – From raw materials to electric vehicles or wind turbines: The strategies behind the boom
In a world caught between climate targets and geopolitical tensions, three companies in seemingly different industries are driving the green transformation with disruptive technology and strategic foresight. In recent months, the EU has announced two infrastructure packages worth billions for renewable energies and critical raw materials. Whether e-mobility, mineral raw materials or wind power – they all share one goal: to redefine their sectors. However, the starting point is always the raw materials needed for the electrification of the world.
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Commented by Armin Schulz on March 3rd, 2025 | 07:40 CET
Novo Nordisk, NetraMark Holdings, BioNTech – How three pioneers are paving the way for tomorrow's medicine
On January 6, 2025, the FDA announced new guidelines for AI-powered clinical trials to accelerate the approval of life-saving therapies. This has put a spotlight on companies that combine technology and biotechnology. They are addressing pressing challenges: chronic widespread diseases, complex cancer progression, and inefficient drug development. With artificial intelligence, mRNA platforms, and strategic alliances, they are revolutionizing not only therapies but also the way pharmaceutical companies research and scale up. However, the road is rocky – regulatory hurdles, supply bottlenecks, and the race for the next blockbuster shape their stories. Who are the players disrupting billion-dollar markets with innovative approaches?
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Commented by André Will-Laudien on March 3rd, 2025 | 07:35 CET
Biotech: Takeover candidates for 2025! Things are heating up at Evotec, BioNxt, Bayer, and Formycon!
The DAX 40 index is hitting new highs, following a gigantic wave of buying from the US. The rally is already well advanced, but due to ongoing geopolitical upheavals, high-tech and defense stocks are still performing well. In recent weeks, the positive trends have also spread to the biotech sector again. Stocks such as BioNxt have already gained over 150% in the last six months. What is driving this? Formycon has seen a severe price drop, while Bayer and Evotec are slowly getting back on track. Are we going to see takeovers now? What are the triggers for dynamic investors?
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Commented by Stefan Feulner on March 3rd, 2025 | 07:20 CET
Bloom Energy, Benton Resources, Alibaba – Exceptional performance
The scandal in the Oval Office between Ukrainian President Zelenskyy and US President Trump was a defining topic in recent days. The outcome remains uncertain from both a political and economic perspective. Will the missed peace talks now lead to a further downward spiral, or will negotiations be resumed, which could lead to an early end to the terrible war in Ukraine and a rally in the markets? Unaffected by global politics, several companies demonstrated strong momentum and could continue their upward trajectory.
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Commented by Armin Schulz on March 3rd, 2025 | 07:10 CET
Super Micro Computer, naoo, Palantir – Competing for the Tech future with artificial intelligence
While tech giants like Alphabet and Microsoft are making headlines in January with investment announcements of over USD 300 billion in data centers, innovative companies are pushing their way into niche markets in the shadow of these corporations. Driven by artificial intelligence and disruptive business models, they reflect the ambivalence of today's tech markets, which are characterized by rapid growth but also extreme price fluctuations. Three companies stand out – Super Micro Computer is taking advantage of the hype surrounding AI servers, Naoo is revolutionizing social media through gamification and by linking with local retailers, and Palantir is dominating data-driven decision-making. What do they have in common? They have created a moat for themselves through innovation and could thus be the winners of the upcoming tech era.
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Commented by Fabian Lorenz on March 3rd, 2025 | 07:00 CET
50% upside potential or end of the rally? Nordex, Barrick Gold, and Golden Cariboo Resources
Analysts see 50% upside potential at Nordex. The wind turbine manufacturer is entering the new year with a strong base. The outlook for 2025 is convincing, and there could even be a surprise in terms of EBITDA. Perhaps there will even be a dividend soon? However, there are risks in the important US business. Gold is among the winners of the Trump era. As the scandal in the White House on Friday showed, the geopolitical situation remains unstable. Although the gold price has not managed to break through the USD 3,000 mark, the upward trend remains intact. The stock of Golden Cariboo Resources is still cheap. The security of the largely undiscovered gold pearl has just overcome a resistance, and promising drilling results have been obtained. Experts advise buying. And what is Barrick Gold doing? The struggling industry giant recently made positive headlines, but the stock is weakening.
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Commented by André Will-Laudien on February 28th, 2025 | 08:00 CET
Caution - Nasdaq correction: Now, it is really starting with Palantir, Alibaba, Naoo AG, and Meta Platforms.
After a brief correction, the stock market is accelerating again. Alongside high-tech and AI fantasies, rumors of peace surrounding Ukraine are also gaining momentum. European stocks likely to play a role in any reconstruction are gaining a lot of attention. But high-tech is also back in demand. With Nvidia's figures exceeding market expectations, there is some minor profit-taking, but the strong trend should continue. Especially with Nvidia, investors have become accustomed to corrections being offset in a few days. Nevertheless, investors should be on their guard, as many valuations are already very ambitious. In the messenger area, we discovered Naoo AG, which was founded in Switzerland. With innovative approaches, a multifunctional app is being developed here that could potentially outperform even Meta in certain areas. A closer look makes sense.
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Commented by André Will-Laudien on February 27th, 2025 | 15:25 CET
NASDAQ rally continues! Now betting on AI with SMCI, Palantir, Nova Pacific Metals, and Microsoft
After a brief consolidation, the rally is continuing, but volatility is increasing. Alongside armaments, the topic of artificial intelligence (AI) remains a key driver of investor imagination. AI has rapidly advanced in recent years and is now an integral part of many areas of daily life. From personalized recommendations on streaming platforms to voice assistants and autonomous vehicles, AI technologies are already shaping numerous industries and parts of societal life. Particularly in the areas of healthcare, finance, manufacturing, and mobility, AI is opening up innovative solutions that increase efficiency and create new opportunities. Some companies are calling the shots. We offer a selective insight.
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Commented by André Will-Laudien on February 27th, 2025 | 07:50 CET
Attention – Biotech is taking off! Evotec, Vidac Pharma, BioNTech, and Novo Nordisk in focus
With new index highs and huge daily trading volumes, the biotech sector has been back in the spotlight for several weeks. At Evotec, the personnel merry-go-round continues, while BioNTech has announced an acquisition in the oncology field. After the big crash in Novo Nordisk shares, the first share buybacks are now taking place, but growth rates have been revised downwards. Vidac Pharma has just completed a roadshow and will present its latest progress at the Sachs Health Science CEOs Forum in Zurich. Share prices across the sector appear to have turned in the last quarter. It is now time for investors to take a closer look again. We offer a few insights.
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Commented by Armin Schulz on February 27th, 2025 | 07:30 CET
Bayer, BioNxt Solutions, Evotec – Artificial intelligence as a gamechanger in pharmaceutical research
New technologies and innovative solutions will completely transform the future of medicine. To prepare for this as well as possible, hurdles such as bureaucracy, financial issues, and outdated structures must be overcome. At the same time, management must set the course, as development is continuing at a rapid pace – whether through artificial intelligence (AI) in drug research or customized therapies for individual patients. One thing is clear: anyone who wants to keep up here must think differently. But how are companies tackling this in practice? Three examples reveal why flexibility and fresh ideas are crucial right now for staying ahead in the long term.
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