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Commented by Nico Popp on June 6th, 2025 | 07:05 CEST
Hydrogen enters critical phase – New momentum ahead? thyssenkrupp, Plug Power, First Hydrogen
Developments at Thyssenkrupp, which is soon to be restructured as a holding company, show what lies ahead for German industry – the sale of previously important divisions has long been decided. There are several reasons for the radical restructuring in German industry – the energy transition, competition from China and other countries, and new technologies. Hydrogen, in particular, is considered the key to decarbonizing energy-intensive sectors. Experts at Straits Research estimate that the market for green hydrogen could grow from USD 1 billion in 2021 to a whopping USD 72 billion by 2030. That is 55% growth every year. Given these figures, one thing is clear: the cards in the hydrogen economy are being reshuffled – we explain which stocks stand to benefit.
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Commented by Armin Schulz on June 6th, 2025 | 07:00 CEST
The US healthcare revolution: How are Bayer, PanGenomic Health, and Pfizer positioned?
The US healthcare system is undergoing unprecedented change under Secretary Robert F. Kennedy Jr. Pharmaceutical giants are groaning under drastic price controls and regulatory upheaval, while digital healthcare pioneers are sensing unprecedented opportunities. This systemic shock is tearing down old power structures and catapulting agile players to the forefront – an explosive interplay of risk and opportunity. Those who understand the new rules of the game will discover lucrative prospects amid the chaos. Today, we take a look at Bayer, PanGenomic Health, and Pfizer to see who stands to benefit.
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Commented by Nico Popp on June 5th, 2025 | 16:10 CEST
Urgent: NATO approves largest rearmament program since the Cold War - Almonty, Hensoldt, Rheinmetall
The news is a bombshell: In light of an acute threat from Russia, NATO is opening the money floodgates. The most extensive rearmament since 1990 not only provides for a massive increase in conventional military capabilities, but also reveals the dependence of modern armed forces on critical raw materials – especially tungsten. The decision was made during a meeting of NATO defense ministers in Brussels and has far-reaching consequences. For investors, but also for all of us.
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Commented by Fabian Lorenz on June 5th, 2025 | 07:10 CEST
Almonty shares are unstoppable! Tungsten price hits 12-year high! Are analysts too conservative?
The commodity stock of the year is poised for its next leap: Almonty Industries. Yesterday, the tungsten gem surged above EUR 2, reaching a new all-time high. However, this is likely a stopover on the road to revaluation. Analysts continue to see 80% upside potential. There are both short- and long-term price drivers: Tungsten appears to be overtaking rare earths in terms of desirability and scarcity. China is limiting exports and driving the price to a 12-year high. The US is alarmed and buying tungsten on a large scale. Almonty is the direct beneficiary. Experts are calling the latest deal with a US defense contractor "unprecedented." Almonty is about to bring the largest tungsten mine outside of China into operation, plans a NASDAQ listing, and aims to add molybdenum to its portfolio. Are the analysts' estimates too conservative? Will a complete takeover follow?
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Commented by Armin Schulz on June 5th, 2025 | 07:05 CEST
Growth in the fast lane: Why RENK, 123fahrschule, and D-Wave Quantum are performing strongly
The stock market in 2025 is pulsating with opportunities beyond the tech giants. Innovative niche champions with disruptive business models are catapulting themselves into the spotlight, driven by megatrends such as green transformation and high technology. Spectacular revaluations are on the horizon, as Almonty Industries proves with its strategic Sangdong mine. Those who invest boldly now in future-shaping players can experience exponential growth spurts. These three hidden champions deserve your full attention: RENK, 123fahrschule and D-Wave Quantum.
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Commented by Nico Popp on June 5th, 2025 | 07:00 CEST
These ESG innovations really exist: Bayer, Deere & Company, Argo Living Soils
Sustainability is anything but boring: Companies such as Bayer and Deere & Company are scoring points with technological innovations that are more reminiscent of Elon Musk and SpaceX than specialists in seeds and agricultural machinery. The small Canadian agricultural company Argo Living Soils has even found a solution to completely revolutionize CO2-intensive processes in construction. We present the business models and take a look at the outlook for the three stocks.
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Commented by Armin Schulz on June 4th, 2025 | 07:25 CEST
Defense explodes, commodities boom, gold shines: Rheinmetall, Globex Mining, and Barrick Mining benefit
Three explosive markets dominate investor interest: defense, critical raw materials, and gold. Geopolitical rifts and economic upheavals are fueling these sectors like never before in decades. Defense giants are benefiting from an unprecedented wave of rearmament. Commodity markets are experiencing a new supercycle driven by structural demand pressure and tight supply. At the same time, capital investors are fleeing en masse to the safe haven of gold, whose price is inexorably breaking new records. These trends define the investment opportunities for 2025. We, therefore, take a closer look at Rheinmetall, Globex Mining, and Barrick Mining.
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Commented by Nico Popp on June 4th, 2025 | 07:10 CEST
Rethinking country risk! BHP Group, Commerzbank, AJN Resources
Commodities are in demand like never before! Gold is trading above the USD 3,000 mark, and the World Bank forecasts that cobalt consumption will rise to 344,000 tons by 2030 - equivalent to annual growth of around 9.6%. Over 70% of cobalt comes from the Democratic Republic of Congo – a country that is repeatedly viewed critically in Western media. But what are the real disadvantages of this location? Which mining jurisdictions are safe? Where are the returns?
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Commented by André Will-Laudien on June 4th, 2025 | 07:00 CEST
With gold over USD 3,400 - 100% gains in no time: Gerresheimer, Desert Gold, Hensoldt, and RENK
Rumors about Jerome Powell's resignation were circulating at the beginning of the week. Described as very "hawkish," meaning he strictly aligns interest rates with inflation, he is an uncomfortable contemporary for President Donald Trump. The US administration needs a lot of money to get the outdated infrastructure and the entire economy back on track. Numerous campaign promises for a flourishing America can only be fulfilled by the flamboyant frontman if sufficient funds are available. This is a difficult undertaking due to the very high level of government debt. The credit rating agency Moody's is not intimidated by the president's threats and recently downgraded the US credit rating by one notch to AA1. Triple-A status is now history. This is a perfect setup for gold, with the precious metal rising again to over USD 3,400. Where are the opportunities for investors?
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Commented by Fabian Lorenz on June 3rd, 2025 | 07:20 CEST
A bombshell and a buying opportunity! BioNTech, Bayer, and AI stock NetraMark
Bombshell news from BioNTech. The Company has announced a collaboration for its cancer pipeline - billions in revenue are on the horizon. The stock has surged significantly. Are there other exciting buying opportunities in the biotech and pharma sectors right now? US politics have recently dampened industry sentiment. The Trump administration wants to lower drug prices. One potential beneficiary is NetraMark, as this AI gem helps industry cut development costs and timelines. In addition, takeover speculation could drive the stock in the second half of the year. And what is Bayer doing? The stock has outperformed the DAX in 2025. Are there reasons to consider buying?
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