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Commented by Stefan Feulner on February 7th, 2024 | 07:00 CET

Novo Nordisk, Cardiol Therapeutics, Morphosys - Biotechs on a high

  • Biotechnology
  • Pharma
  • Innovations

After a disappointing stock market year 2023, there is a gold-rush mood in the biotechnology and pharmaceutical sectors. Big names such as Eli Lilly, Vertex, Amgen and Novartis are going from high to high and possess enormous momentum. Acquisitions have also increased dramatically in recent months. The takeover prices are usually significantly higher than the current share prices of the listed companies. This wave will likely increase further due to the pressure that pharmaceutical giants are feeling as licenses expire.

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Commented by Stefan Feulner on February 6th, 2024 | 07:15 CET

BYD, Defense Metals, Rheinmetall - Strategic breakthroughs open up new opportunities

  • Mining
  • RareEarths
  • Electromobility
  • armaments

Rare earth metals play a crucial role in many modern technologies, especially in electromobility and the defense industry. Their unique properties make them irreplaceable for specific applications. Demand is increasing dramatically due to ambitious climate targets and the rearmament that has occurred since the start of the war in Ukraine. China holds a quasi-monopoly on the entire value chain. In Western countries, there is a lack of alternatives to escape dependence on the Middle Kingdom.

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Commented by Armin Schulz on February 6th, 2024 | 07:00 CET

Royal Helium, Infineon, Boeing - Helium: The rise to a High-Tech commodity

  • Helium
  • hightech
  • Technology

Helium, a lightweight, non-flammable and colourless gas often associated with party balloons, plays a far more significant role in the high-tech industry. From semiconductor production to nuclear magnetic resonance imaging to space travel, helium is an indispensable element that enables a wide range of high-tech applications. However, although demand for this precious gas continues to rise, its long-term availability is becoming increasingly problematic. In this article, we examine how this unassuming gas powers the modern high-tech industry and how you can benefit from it.

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Commented by Fabian Lorenz on February 5th, 2024 | 07:45 CET

Is Bayer's share price about to jump? BYD off to a positive start! Manuka Resources with a billion-dollar opportunity!

  • Mining
  • Vanadium
  • Electromobility
  • chemicals

Are Bayer shares on the verge of a price surge? According to analysts at Bernstein, the chemical company is significantly undervalued. Where does the optimism come from? Could there be a change in the Aspirin logo for Bayer in the near future? Chart-wise, the share is heavily battered. The chart for BYD also speaks a clear language. The electric vehicle manufacturer has reported a good start to 2024, while Manuka Resources' VTM iron sand project in New Zealand is generating share price fantasy. There is movement in the project, and following the capital increase, there is now an entry opportunity. Is the revaluation coming soon? The potential is in the billions.

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Commented by Stefan Feulner on February 5th, 2024 | 07:30 CET

Nikola, First Hydrogen, Nel ASA - Upheavals create enormous potential

  • Hydrogen
  • renewableenergies
  • Batteries

After the hype in the hydrogen sector at the beginning of the decade, in which companies such as Plug Power, Nel ASA and others rose to crazy valuation levels, a phase of calming and normalization followed. In retrospect, it was no surprise that these stocks lost over 90% of their value. Nevertheless, the hydrogen fuel cell sector is on the move. New players are entering the market whose innovations could knock the top dogs off their thrones. However, there is no doubt that this sector has a bright future due to climate change.

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Commented by Armin Schulz on February 5th, 2024 | 07:15 CET

Nvidia, Saturn Oil + Gas, PayPal - Money printing machines for the portfolio

  • Mining
  • Oil
  • chips
  • AI
  • Digitization

In an economic landscape that is becoming increasingly volatile and unpredictable, the movement of interest rates plays a crucial role for companies and investors alike. In particular, the recent phenomenon of rising interest rates has drastically changed the rules of the game for those seeking capital. The incentive to invest capital in companies without a proven business model or secure cash flows is decreasing noticeably. Instead, companies that generate solid profits are increasingly becoming the focus of investors. Investors are now looking more at profitability than possible future prospects. We have picked out three companies that are making money and are expected to continue to do so in the future.

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Commented by Juliane Zielonka on February 2nd, 2024 | 07:15 CET

BYD, Edison Lithium, Siemens Energy - Which energy transition stocks are worth considering now

  • Mining
  • Lithium
  • Batteries
  • Electromobility
  • renewableenergies

The global energy transition is being shaped by key players in electromobility and renewable energies. The Chinese car manufacturer BYD continues its expansion in Europe with a new production facility for passenger cars in Hungary. BYD also focuses on sodium-ion batteries as an alternative to lithium-ion batteries for budget and mid-range models. The junior explorer, Edison Lithium, plays a decisive role here in the procurement of raw materials for battery production. Edison Lithium can meet the demand for raw materials for sodium-ion batteries with flying colours and is using this strategic move to its advantage. Edison Lithium's sites are all located in Argentina, which is back on the geopolitical trading floor thanks to its new president, Javier Milei. Siemens Energy, on the other hand, posted solid quarterly results despite ongoing challenges at offshore wind turbine problem child Siemens Gamesa. The Company is increasingly breaking away from its former parent company, Siemens, and will appoint two high-calibre individuals to the Supervisory Board to drive the transformation further.

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Commented by André Will-Laudien on February 1st, 2024 | 07:45 CET

Combustion engine versus battery! BYD, Altech Advanced Materials, Mercedes and VW in focus

  • Technology
  • hightech
  • Electromobility

The year 2024 is going like clockwork for the high-tech sector so far. Anything smelling of "Artificial Intelligence" is being valued significantly higher on the stock market with relatively little scrutiny. In the DAX 40 Index, this has notably affected Siemens and SAP and the topic of armaments, which in turn catapulted Airbus and Rheinmetall into new realms. Things are even more dynamic on the Nasdaq, where Microsoft and Nvidia, in particular, are causing a sensation. However, e-mobility, particularly favoured by the Berlin traffic light coalition, is stumbling due to the abolition of the environmental bonus in December 2023. Customers are again opting for domestic combustion engines and Chinese e-imports. We analyze the current opportunities for investors.

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Commented by Fabian Lorenz on February 1st, 2024 | 07:30 CET

Top news: Plug Power, TUI, Prospera Energy

  • Mining
  • Oil
  • Energy
  • travel

Should one buy Plug Power shares anti-cyclically now? Following the slump in the share price and the announced capital increase, more and more analysts are switching towards the bearish camp regarding the hydrogen pioneer. Has the bottom been reached? Prospera Energy shares have upside potential. The Canadian oil producer has met its targets for 2023, production is expected to increase significantly again in 2024, and the oil price is on the rise again. The share is, therefore, ripe for a turnaround. The TUI share has achieved this in the last few months of 2023. The share is currently consolidating. TUI is poised for a positive travel season in 2024 and aims to become more environmentally friendly.

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Commented by Armin Schulz on February 1st, 2024 | 07:15 CET

Bayer, Almonty Industries, Volkswagen - Three hot stocks for the portfolio

  • Mining
  • Tungsten
  • Electromobility
  • Pharma

While all eyes are on the Fed decision on January 31, and many investors are in a waiting position, one can embark on the search for stocks with significant upside potential. We have identified three exciting stocks whose share prices are far from reaching their potential. Each company has its own story. Bayer is struggling with the Monsanto takeover and rising costs in Germany. Almonty Industries is constructing the largest tungsten mine outside China and is already in production in Europe. Volkswagen aims to transition the entire group to electromobility, which is a colossal task. Which of these three candidates has the most potential?

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