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Commented by André Will-Laudien on April 16th, 2025 | 07:55 CEST
Gold in focus, Defense accelerates again – Agnico Eagle, Golden Cariboo, Hensoldt, and RENK in focus
The daily theatrics are hard to beat. US President Donald Trump is engaging in slapstick and snubbing long-standing trading partners. In his own country, he leaves no stone unturned in his efforts to counterbalance the nearly USD 36 trillion national debt through savings and additional revenues. This creates great uncertainty in the stock markets and causes economic institutes to calculate more precisely whether, instead of growth, a recession may be looming. But perhaps it is all just a test to force political partners to the table. However, the threat of inflation means that precious metals remain in focus. Unresolved geopolitical conflicts also continue to drive defense machinery forward. Here, a volume in the triple-digit billion range is expected, which will result in revenue in the coming years. The train is running at full steam!
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Commented by Nico Popp on April 16th, 2025 | 07:50 CEST
Takeover speculation! What is going on at Pfizer, Sanofi, and NetraMark
Developing drugs is expensive - so expensive that 22% of all Phase III studies fail due to budget constraints, as shown by scientific studies. When pharmaceutical companies discontinue a late-stage project, it also moves the stock markets. Recently, Pfizer pulled the plug on its weight loss drug, Danuglipron. The reason: a participant in the study experienced liver damage. This further backfires on Pfizer in the important market of obesity drugs, leaving it further behind Viking Therapeutics, Eli Lilly, and Novo Nordisk. To ensure that more drug trials are successful in the future, the publicly listed tech company NetraMark is relying on AI. The first pharmaceutical multinationals have already set their sights on this hidden gem.
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Commented by André Will-Laudien on April 16th, 2025 | 07:45 CEST
Tariff madness drives gold! Caution advised with Barrick, Globex Mining, Mutares, and Steyr
Every day brings a new spectacle from the White House. What resembles a farce is, unfortunately, a harsh reality. The new president, Donald Trump, leaves no doubt about who dictates the conditions in global trade. But even Mr. Universe has to row back now and then because experts have a clever piece of advice or two on how to avoid completely running the US into the ground. After all, the proclaimed tariffs threaten a severe cooling of the global economy and a surge in inflation - a perfect opportunity for precious metal investments. Due to the general uncertainty, defense stocks also remain in focus. We do the math.
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Commented by Nico Popp on April 15th, 2025 | 10:20 CEST
Tungsten supply remains challenging: Almonty Industries strategically well-positioned
For years, observers have been calling for Europe to develop its own dedicated raw materials strategy. It has been clear for more than a decade that Germany's industry, in particular, needs security of supply. However, instead of securing tangible ownership or at least reliable partnerships, the focus has long been on fair-weather diplomacy and the "principle of hope". With the Critical Raw Materials Act (CRMA), the EU aims to mine at least 10% of its required strategic raw materials domestically by 2030. Furthermore, 40% of this is to be processed within the community. For Lewis Black, CEO of tungsten and molybdenum producer Almonty Industries, these are steps in the right direction. But are they coming too late?
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Commented by Nico Popp on April 15th, 2025 | 09:50 CEST
Bayer, BioNTech, Defence Therapeutics: The new biotech reality opens up opportunities
The pharmaceutical sector is exempt from US tariffs. But does that mean everything will be okay for the industry? During the German Biotech Days in Heidelberg, which took place last week, market experts were cautious. Following the layoffs at the US Food and Drug Administration (FDA), there are concerns among pharmaceutical companies and biotech firms that the US could lose its leading position in research and development. According to the researchers at the conference, Europe could step into the breach under certain conditions – however, partnerships with other regions remain crucial for continued progress.
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Commented by Stefan Feulner on April 15th, 2025 | 07:10 CEST
Volkswagen, European Lithium, Xiaomi – Who benefits from the tariff hammer
With the surprising tariff exemptions for certain product groups like smartphones and computers, the US government provided some relief for the global financial markets over the weekend, which even pushed the German leading index DAX back towards the 21,000-point mark. However, the next shock could be on its way. As early as this week, Trump is expected to address the tariffs on semiconductors.
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Commented by Fabian Lorenz on April 15th, 2025 | 07:00 CEST
Gold and defense at RECORD LEVELS: Deutz, Barrick Gold, and Desert Gold – Who will multiply?
Gold is breaking record after record. Goldman Sachs has now raised its forecast for the price per troy ounce. Barrick and Newmont woke up last week and showed that large investors are also investing in gold mining stocks again. The takeover candidate Desert Gold offers an opportunity for multiplication. The rally has largely passed the stock by, which has been in a sideways trend for over a year. Analysts see an attractive risk-reward ratio and recommend buying the stock. Deutz is also receiving buy recommendations. Analysts view the announced acquisition as a strategic move with the potential for electrifying military vehicles in the future. And what is the gold heavyweight Barrick doing?
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Commented by Mario Hose on April 14th, 2025 | 13:45 CEST
Almonty Industries: GBC starts coverage with 'BUY' and target price of CAD 4.20
In a world where securing critical raw materials is increasingly becoming a geopolitical priority, one company in particular is coming into focus: Almonty Industries Inc. With strategically located mining projects and a clear vision of becoming a leading non-Chinese supplier of tungsten and molybdenum, Almonty offers investors an opportunity for substantial price gains. A new research report from GBC AG recommends buying the stock – with a target price of CAD 4.20, representing a price potential of over 100% from the current level. A link to the full report is available in this publication.
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Commented by André Will-Laudien on April 14th, 2025 | 08:00 CEST
Growth despite tariffs: It is all about using artificial intelligence! Novo Nordisk, NetraMark Holdings, Infineon, and Intel
The tariff policy of the Trump administration is casting a long shadow over the global economy, with ifo Institute President Clemens Fuest warning it could even trigger a new global recession. Only a handful of companies can currently afford to relax - those that manufacture entirely within the US and serve mainly domestic markets. However, the economy is highly interconnected, the recently favored globalization has ensured that. The wheel is currently turning backwards, and "local sourcing" is the new buzzword. History has shown that protectionism rarely leads to positive outcomes. It is important for investors to look closely at which policymakers truly have an understanding of economic issues without ideological distortions. Identifying these trends can lead to discovering high-potential stocks. The search is not easy, but we are here to provide support wherever possible.
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Commented by Armin Schulz on April 14th, 2025 | 07:20 CEST
123fahrschule is booming, while Volkswagen and Mercedes-Benz are struggling with tariffs and e-mobility
The German automotive industry is struggling with punitive tariffs and declining competitiveness, while the driving school sector is booming – a paradox of future markets. As Volkswagen and Mercedes-Benz face export declines and try to integrate the electric revolution into their existing structures, 123fahrschule is focusing on digital learning concepts and sustainability. But what connects luxury automakers with driving schools? Both face the question of how to master technology, global crises, and younger target groups. Innovation requires more than horsepower and premium labels. We look at how 123fahrschule, Volkswagen, and Mercedes-Benz meet these challenges and aim to shape the future.
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