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Commented by André Will-Laudien on May 8th, 2023 | 07:40 CEST
Impending financial crisis 3.0 boosts gold: Desert Gold Ventures, Deutsche Bank, Allianz - This is where the music plays!
And another double interest rate hike. First the FED, now the ECB followed suit last week, as expected. Monetary policy is trying a dangerous balancing act, as the US banking sector is tottering, and at the same time, inflation rates remain high. Now lavish wage settlements are added to the mix, and the second-round effects are on. The aggressive interest rate hikes and the collapsing real estate market have been among the factors causing stress in the banking sector. Profiteers are few and far between at the moment, but precious metals are back on the buy list. What about the prominence of the German financial industry?
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Commented by Stefan Feulner on May 8th, 2023 | 07:20 CEST
Strongly growing demand - Rheinmetall, Almonty Industries, Nio
The turn of the times and the resulting increase in military demand continue to fill the order books of defence companies worldwide. This trend will likely continue well beyond the current year due to the strategy of politicians enforcing peace with heavy weapons. Another boom that has just begun is the transformation of the transportation sector. Meeting the demand requires a significantly higher need for critical raw materials. However, the production facilities are primarily in Chinese hands. To maintain supply chains, alternatives in the Western world are fundamental.
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Commented by Nico Popp on May 8th, 2023 | 07:10 CEST
This battery technology is conquering the West: Mercedes-Benz, BYD, First Phosphate
The days when Chinese companies imitated German products and even copied them brazenly are long gone. At best, Chinese companies are still borrowing from German products in terms of design. When it comes to the technology itself, the Chinese have long been leaders - especially when it comes to batteries for electric cars. BYD, for example, has been producing lithium iron phosphate (LFP) batteries for a long time and uses them in its cars. Now the technology is spilling over into the West. We show what opportunities could arise from this.
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Commented by André Will-Laudien on May 5th, 2023 | 09:50 CEST
The future calls for battery metals! BYD, Grid Metals, VW - The international pecking order in e-mobility is reshuffling!
Since Western governments have finally started to get serious about climate protection, the media have focused on the areas of energy, mobility and health. It is clear to all participants that the changes in the world climate will lead to undesirable developments. Glaciers are melting, the earth's temperature is rising, and the oceans are already too warm for many species. Huge investments are being made in renewable power generation and modern mobility solutions, and it requires access to metals. Some companies are making a name for themselves, and shareholders can profit from this.
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Commented by Nico Popp on May 5th, 2023 | 09:20 CEST
Bank comeback in a fortnight? Commerzbank, Barrick Gold, Desert Gold
Banks are shaking in the US - and in Germany? After the SVB had its back to the wall in the US, the market also bet against Commerzbank and Deutsche Bank. In the meantime, however, calm has returned. We will examine whether banks have comeback potential, what alternatives there are for investors in the current market environment, and let professional investors have their say.
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Commented by Armin Schulz on May 5th, 2023 | 08:30 CEST
Mercedes-Benz, Canadian North Resources, Varta - Shortage of battery resources
Electromobility and the energy transition are essential to creating a more sustainable future. However, we need raw materials such as copper, nickel, cobalt and lithium to achieve these goals. These resources are an obstacle for many companies. Therefore, car companies are trying to secure access to these scarce resources to secure supplies for their production. In some cases, they are even developing their own batteries. The best example is Volkswagen, which wants to build 6 battery factories in Europe. So today, we look at Mercedes-Benz, analyze a possible supplier with Canadian North Resources and conclude with Varta, Germany's largest battery manufacturer.
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Commented by Juliane Zielonka on May 5th, 2023 | 08:05 CEST
Star Navigation Systems, AMD, Freyr Battery: Where high-tech stocks are shaping the future
This week, there was unrest over the Russian presidential palace in Moscow as two drones reportedly violated the airspace. This makes the monitoring and optimization of airspace even more critical. High-tech companies such as Star Navigation Systems are taking action precisely where Moscow seems to be cutting corners a little too much. Thanks to modern technology, real-time data can be analyzed, and responses can be made accordingly. High-tech also requires the necessary chip and cloud technologies. Investors were thus able to follow AMD's first results this year with excitement. Are they really ahead of their competitor NVIDIA? The latter company finds its use in the new partnership between FREYR Battery and Siemens.
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Commented by Juliane Zielonka on May 4th, 2023 | 08:50 CEST
Bayer AG, First Phosphate, Porsche - In the fast lane with the right stock mix
Can sustainability and profitability go hand in hand? When looking at First Phosphate, a company that recently went public, this is true. The Company has found its place in the niche of LFP batteries for the global energy transition. Porsche AG also knows that electromobility is winning the race. The eMacan is selling so well that CFO Meschke has set a target return of 19%. Is that what Bayer's new CEO, Bill Anderson, is thinking? The conglomerate of Consumer Health, Crop Science and Pharma has more potential than the market is currently pricing in.
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Commented by Fabian Lorenz on May 4th, 2023 | 08:10 CEST
Buy or sell? TUI, BASF and Defence Therapeutics
BASF share a buy or sell? Analyst opinions on the chemical giant diverge widely. The DAX-listed company has just reported quarterly figures, but it did not provide clarity about the prospects. However, some speculate on a forecast increase. Analysts have not commented on TUI for quite some time. After the turbulence surrounding the capital increase, new impulses are being sought, perhaps through a deal with the German government? There is plenty of impetus for rising prices at Defence Therapeutics. The biotech high-flyer of the past months is increasingly positioning itself as a partner to BioNTech, Moderna and Co - and perhaps even a takeover candidate.
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Commented by Armin Schulz on May 4th, 2023 | 08:00 CEST
Commerzbank, Blackrock Silver, JinkoSolar - Banking crisis fuels demand for precious metals
May 3 was marked by the decision of the FED. The experts expect this to be the last interest rate hike for the time being. The interest rate increases of the past months have led customers to withdraw their money from the banks, which, however, had put the money into long-term government bonds that had fallen in value. Accordingly, First Republic was the next victim and the assets were sold to JP Morgan. Despite the interest rate hikes, inflation remains at a high level. This is one of the reasons why precious metals such as gold and silver have made significant gains recently. Silver is essential in many industrial sectors, especially in the production of solar panels.
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