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Commented by Fabian Lorenz on December 27th, 2024 | 07:40 CET
MicroStrategy buys Bitcoin! Nel ASA halved! F3 Uranium ultra-high grade!
The Bitcoin super-bull has struck again just before Christmas. MicroStrategy purchased an additional 5,262 Bitcoins, with an average price exceeding USD 100,000. However, the potential for a setback is increasing. The story is different for F3 Uranium, where new drilling results are described as "'ultra-high grade"'! This seems to prove analysts right. They see the fair value of the uranium explorer's shares as almost 200% higher than its current level. In contrast, experts have halved their price target for Nel ASA shares. For them, the former hydrogen high-flyer is no longer a buy, as the industry faces serious problems.
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Commented by Fabian Lorenz on December 27th, 2024 | 07:30 CET
Renk electric tanks with Rheinmetall? Buy Nordex shares? XXIX Metal profits!
Is electric mobility coming to the battlefield soon? This is likely to be only a matter of time. For example, Renk is already working on hybrid models that are expected to offer clear advantages in the field and could also be used to electrify Rheinmetall tanks in the future. In addition, the new transmissions pave the way for autonomous driving tanks. Electric vehicles are driving the demand for copper just as much as artificial intelligence and renewable energies. XXIX Metal is benefiting from this. The Company emerged from a merger this year and has become a leading player. The copper content of the projects, which already exists, is convincing. And what is Nordex doing? The wind turbine manufacturer has reported a new order. The stock has remained relatively stable throughout 2024. Analysts see upside potential, but there are also risks.
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Commented by Fabian Lorenz on December 27th, 2024 | 07:20 CET
STOCK FAVOURITES 2025: Will Rheinmetall, TUI and Power Nickel continue their price rally?
Will Rheinmetall soon be supplying warships and submarines as well? This is entirely possible and would further fill the already bulging order books. However, risks are also looming. At Power Nickel, the revaluation began impressively in 2024. The stock still appears to have plenty of significant upside potential, as the Company not only has large deposits of nickel and copper but also palladium, gold, and silver. Strong news flow is expected in 2025. And what about TUI? The stock has held above the EUR 8 mark after the figures. Management is optimistic about the coming year.
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Commented by Armin Schulz on December 27th, 2024 | 07:10 CET
Volkswagen, Globex Mining, Novo Nordisk – Here are the opportunities for the coming year
The vbw commodity price index recorded a remarkable increase of 4.4% in October 2024 compared to the previous month – an increase of 18.4% year-on-year. On the one hand, this is surprising, as the economy has reportedly noticeably slowed down. On the other hand, geopolitical tensions seem to be causing overcompensation. Raw materials are the engine of the economy, and it is not for nothing that the price of copper is considered a leading indicator of economic activity. In times of export restrictions, it is clear how dependent the world is on China and Russia. Without the crucial raw materials, production comes to a halt. We take a look at three companies and assess whether they are well-positioned in the raw materials sector for the upcoming year.
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Commented by Armin Schulz on December 27th, 2024 | 07:00 CET
Barrick Gold, Thunder Gold, MicroStrategy – Precious metals and digital assets as an investment in uncertain times
In a world that feels increasingly uncertain with each passing day, gold is becoming increasingly important. The times of high interest rates are over, and with central banks even considering interest rate cuts again, many investors are turning to the shiny metal. Why? While gold does not pay interest, when the alternatives do not offer decent returns either, it suddenly becomes quite interesting.
Geopolitical crises, which seem never-ending, also play a significant role. The war in Ukraine, tensions in the Middle East – issues like these are once again making gold a hotly sought-after safe haven. Central banks, which have bought a record amount of gold in recent years, are also helping to keep the price stable. Not to mention the still tangible inflation and economic risks.
In any case, the experts agree: the current consolidation in the gold price – that is, this minor setback – is likely to be only a breather. In the long term, the trend is clearly pointing upwards. And while gold continues to have its fans, many investors are also increasingly looking towards Bitcoin and other cryptocurrencies, which are also considered a hedge in the current climate.
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Commented by Juliane Zielonka on December 23rd, 2024 | 11:55 CET
Pharma stocks in focus: Setback for Novo Nordisk, spot-on performance for Vidac Pharma and Bayer
Updates from the pharmaceutical and biotech sector for investors: The Danish company Novo Nordisk is experiencing a setback in the development of its new weight loss drug, CagriSema. Vidac Pharma and Bayer, on the other hand, have positive news to report. The biotech company has received an extension of patent protection for its innovative cancer drugs from the US Patent Office, presenting a unique opportunity for investors. Bayer is also celebrating a success: the higher-dose version of the eye drug Eylea has delivered convincing results in the latest study. This means that in the future, patients will require less frequent injections into the eye. We take a closer look at the developments.
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Commented by Fabian Lorenz on December 23rd, 2024 | 08:25 CET
SHARE PRICE RALLY 2025 or cash in? Siemens Energy, thyssenkrupp nucera, Myriad Uranium
Will the Siemens Energy share continue its price rally in 2025? This year, the Siemens Energy share was the top performer in the DAX. The problems in the wind sector were outshone by the boom in the gas and grid business. Now, the major shareholder wants to cash in! What do analysts say? The chances are good that the rally will continue for Myriad Uranium. The newsflow is positive, analysts see a lot of potential, and a capital increase was easily placed. Analysts are divided on the upside potential for thyssenkrupp nucera. Is a 100% rally possible for the German hydrogen hopeful?
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Commented by André Will-Laudien on December 23rd, 2024 | 08:20 CET
100% chance of peace in 2025: Ukraine, Israel & Syria! Rheinmetall, Renk, Almonty and Palantir in focus
The DAX ran a little hot in December, with a new all-time high of over 20,522 points. Shortly before Christmas, it fell back to 19,850 points. Some say healthy; others say a turnaround. The fact is that the 2024 investment year was only positive for a fraction of the listed stocks despite the recessionary environment. They come from the high-tech, artificial intelligence, banking and defense sectors. With the renewed escalation of Russian attacks at the turn of the year, hopes for peace have been postponed for the time being, leaving defense stocks with their dearly paid-for charm. Producers of strategic metals are again coming into focus because, for Western industrial nations, the task is to secure supply chains as best as possible. Where are the opportunities for investors at the turn of the year?
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Commented by Armin Schulz on December 23rd, 2024 | 08:15 CET
Nel ASA, dynaCERT, Super Micro Computer – Portfolio realignment: What should be in the portfolio?
At the end of the year, many investors critically review their portfolios in order to align them with the challenges and opportunities of the year ahead. This phase, often referred to as "window dressing" or year-end rally, offers investors the opportunity to review their investment strategies, take profits, offset losses in a targeted manner or tactically reweight positions. At the same time, the new year represents a fresh start, with a renewed focus on future developments, macroeconomic trends and long-term goals. We take a look at three interesting stocks and analyse the opportunities for the coming year.
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Commented by André Will-Laudien on December 23rd, 2024 | 08:10 CET
New elections in 2025 – A tailwind for electric mobility: VW, Mercedes, ARI Motors, BYD and Stellantis
The traffic light is history, and new elections will be held on February 23. If the current polls are to be believed, a centre-right coalition could emerge. A 180-degree turn in economic policy would be needed for Germany as a business location to stop the exodus of industry abroad. However, this requires signs of a consistent refocusing on burning issues. Citizens are burdened with high price increases, and e-mobility urgently needs new incentives. International investors have long since turned their backs on European markets and are investing primarily in the US. The very low valuations in this country, which have rarely been observed over a longer period of time, offer hope. There is a good chance of a noticeable turnaround in the automotive sector in particular.
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