Comments
Commented by Fabian Lorenz on April 29th, 2025 | 07:05 CEST
Out of RENK and Co. and into Almonty shares? China's sharpest sword! Another 100% price gain with the tungsten high-flyer?
"Restrictions on the export of rare earths are the sharpest sword China can wield," Harald Elsner of the German Raw Materials Agency told FAZ. Reserves are likely to last only a few weeks for German industry. While RENK, KNDS, and Co. are trembling in the face of export restrictions, Almonty's strategic importance for the Western defense industry and beyond is becoming increasingly clear. Like defense stocks, the tungsten producer's share price has more than doubled in the current year. However, the valuation remains low, and analysts see more than 100% upside potential. There are good reasons why the tungsten stock rocket could ignite the next stage as early as tomorrow.
Read
Commented by Nico Popp on April 29th, 2025 | 07:00 CEST
The future of mobility: From driver's licenses to platform economies – 123fahrschule, BYD, Uber
The vehicle is still sacred to many people – anyone who has seen how intensely family fathers with 40-hour workweeks care for their vehicles during Saturday car washes knows this. But mobility is also changing: today, we like to use bicycles or e-scooters for short distances. In many cities around the world, mobility providers such as Uber have also made taxi rides affordable. We shed light on the future of mobility and show what BYD, Uber, and the young German company 123fahrschule have to do with it.
Read
Commented by Mario Hose on April 28th, 2025 | 11:30 CEST
Almonty Industries - Value drivers: NASDAQ listing and takeover candidate
In a world where geopolitical tensions are rising, and critical raw materials are being used as strategic weapons, investors are faced with an important question: Who will deliver what is needed to secure progress? One answer to this question will be Almonty Industries – an emerging tungsten producer seen not only as a bulwark against Chinese dominance but also as a hot candidate for a NASDAQ listing. For savvy investors, this is a rare opportunity to profit early from a geopolitically driven commodity hype. Speaking to the Frankfurter Allgemeine Zeitung (FAZ) newspaper on April 25, 2025, p. 24, CEO Lewis Black stated: "I realize that I will have to tell many interested parties that I cannot supply them immediately." Will this announcement calm market participants in panic mode? That remains to be seen. What will a global corporation do when it urgently needs tungsten to complete its products? Investors can now position themselves – with good reason. More on this in the report.
Read
Commented by Stefan Feulner on April 28th, 2025 | 11:20 CEST
BioNTech, BioNxt, Merck KGaA – Opportunities after the correction
The reporting season for the first quarter of 2025 is underway, and due to US President Donald Trump's tariff hammer, it is more exciting than ever. Investors are likely to focus primarily on forecasts for the rest of the fiscal year. Internet giant Google posted impressive figures last week and is standing firm against looming trade conflicts and antitrust proceedings. Several companies in the biotech sector also had news to report and offer attractive entry opportunities at reduced prices.
Read
Commented by Armin Schulz on April 28th, 2025 | 07:10 CEST
BYD doubles profits, European Lithium unlocks Greenland's treasures – can Volkswagen still keep up?
The global automotive industry is in turmoil. While the US is trying to seal off the market with drastic tariffs, Europe is seeking to reduce its dependence on raw materials. Lithium – the "white gold" of e-mobility – is becoming the key to technological sovereignty. That is why 47 projects in 13 member states are being funded. But can European manufacturers break their dependence on China while trade conflicts tear supply chains apart? And who stands to gain when protectionism meets innovation? BYD aims to expand westward. European Lithium seeks to mine the raw material in Austria. Volkswagen is struggling with US tariffs and trying to maintain its market share in China. The Financial Times recently reported that Donald Trump wants to accommodate automakers on tariffs.
Read
Commented by Nico Popp on April 28th, 2025 | 07:05 CEST
Hope for German industry: Amazon, Cameco, and First Hydrogen
Political stock markets are short-lived, and the world keeps turning. Even if the current US administration is shaking this principle to its core, there are many indications that the trend toward green transformation will continue. A prime example: In Germany, the "Heating Act" is being loudly repealed, but its effects remain. Oil and gas are becoming increasingly expensive, and renewable solutions continue to be the preferred choice. The transformation is also progressing in industry – in the case of hydrogen specialist First Hydrogen, even more ambitiously than before.
Read
Commented by Fabian Lorenz on April 28th, 2025 | 07:00 CEST
Over 300% upside potential for cleantech stocks: Will dynaCERT finally outshine Nel, Plug Power, and Co.?
Analysts believe that dynaCERT shares are currently undervalued by more than 300%. The Company is on the verge of a breakthrough with its technology for reducing fuel consumption and emissions in diesel engines. Revenue is expected to multiply in the current year, with the trend continuing to rise sharply. Industry sentiment for cleantech and renewable energy stocks has also improved noticeably in recent weeks. This is because it is not only in Germany that the price of CO₂ is becoming a key lever for climate protection. dynaCERT helps companies save CO₂ and generate revenue through the sale of certificates. Perhaps Rheinmetall, KNDS, and Co. will follow suit in the future?
Read
Commented by Nico Popp on April 25th, 2025 | 07:20 CEST
US biotechs under pressure – Where opportunities now lie: BioNTech, Pfizer, and Vidac Pharma
The biotech world is in turmoil. The dispute between US President Donald Trump and the elite Harvard University is just the tip of the iceberg – thousands of researchers in the US are upset about the interference in their academic freedom. Research funding is being cut because of supposedly incorrect wording in applications. Entire degree programs are being put on hold because they do not fit into the worldview of the new US administration. The National Security Commission on Emerging Biotechnology (NSCEB) is warning of dire consequences for the US economy. Is the United States losing its status as a biotech mecca?
Read
Commented by André Will-Laudien on April 25th, 2025 | 07:10 CEST
Crash or rebound? Tracking the data with Palantir, SAP, MiMedia, and Deutsche Telekom
Is the big correction already over? Given historically high liquidity, investors are wondering whether last week's slump marked the end of the road. Stocks such as Nvidia, Apple and SAP have now corrected more than 25% from their highs, something that has rarely been seen in the last 24 months. The NASDAQ is tentatively working its way back up, but the DAX 40 index is gaining momentum. It is now only 1,500 points away from its previous high of 23,476 points. A good strategy could, therefore, be to selectively re-enter the market. However, set clear loss limits for each investment. Here are a few promising suggestions.
Read
Commented by Fabian Lorenz on April 25th, 2025 | 07:00 CEST
RENK BEFORE TAKEOVER? Will Evotec and AI gem NetraMark be swallowed up?
Is RENK on the verge of a takeover? In any case, the antitrust authorities have approved the entry of a new major shareholder. Could the takeover of the gearbox manufacturer herald a consolidation in the European defense industry, as announced by the head of Hensoldt? So far, there have only been small acquisitions, such as those of Rheinmetall. There is also movement in the pharmaceutical and biotech sectors. The Trump tariffs are shaking up the industry. NetraMark's AI software helps reduce costs and save time in drug research. The AI insider tip's stock still appears cheap and could skyrocket amid takeover speculation. Evotec has also been repeatedly mentioned as a takeover candidate. Yesterday, a large milestone payment was reported. How are the shares performing?
Read