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Commented by André Will-Laudien on December 5th, 2024 | 08:50 CET
Copper shortage, Crypto, and a hunger for energy! What is in store for Super Micro Computer, MicroStrategy, SAP and XXIX Metal Corp. in 2025?
Sharp increases in energy commodities are hindering electrification projects. Copper is indispensable for these initiatives and will become one of the key resources driving innovation in the coming years. Without the red metal, electric motors cannot be built and huge amounts of electricity cannot be transported over land. Copper is also a critical component in designing a completely new energy infrastructure. Trends such as Web 3.0, high-performance computing, cloud computing, and artificial intelligence are further exacerbating the energy shortage. Significant demand increases are expected in China and India, whose resource hunger impacts the entire planet. The race against time is already in its third round; new copper deposits must be developed urgently! Which stocks are at the forefront?
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Commented by André Will-Laudien on December 5th, 2024 | 07:40 CET
Portfolio Rockets for 2025! Nel ASA, F3 Uranium, Renk, Rheinmetall and Hensoldt in focus
For many investors, this year's stock market felt like a warm rain. High-tech, AI, and defense stocks reached new all-time highs, thus gilding the returns of risk-conscious portfolios. However, even with the DAX 40 index constantly setting new all-time highs, there were only 34% winning stocks in Germany compared to 66% losing stocks. The market's rally has been highly selective, driven by just a few names. This makes it all the more important to identify dormant portfolio risks, regroup, and build a lineup poised to deliver strong returns in 2025. Here are some suggestions to consider.
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Commented by Fabian Lorenz on December 5th, 2024 | 07:30 CET
BUYING RECOMMENDATION and DISCOUNT BATTLE! Nel ASA, BMW, Volkswagen, ARI Motors
"If you don't offer an e-vehicle for under EUR 20,000 by 2025, then I'm afraid you will fail," said the current Minister of Economic Affairs, Robert Habeck, to the then-Volkswagen CEO Herbert Diess in 2019. Such a vehicle is still missing from the lineup of traditional German carmakers - but now ARI Motors delivers. The Company is already succeeding with an electric pickup. The valuation is favorable, and analysts see more than 300% upside potential. Is BMW sparking a price war? The premium manufacturer has enough problems already. Can a new manager bring a breath of fresh air? Meanwhile, Nel shares are sending a sign of life. Will the order for pink hydrogen turn things around?
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Commented by Juliane Zielonka on December 5th, 2024 | 07:20 CET
Technological change and raw materials: Rheinmetall expands virtual training, Almonty plans breakthrough, Intel stumbles
The technology sector is going through turbulent times: the German defense contractor Rheinmetall is setting new standards in military training with virtual reality technology. The simulator, developed in collaboration with Hologate, can generate acceleration forces corresponding to twice the force of gravity. This makes training for military drivers feel incredibly realistic. Away from the tech giants, Canadian mining company Almonty Industries is preparing a strategic coup in South Korea: its Sangdong mine, equipped with state-of-the-art grinding equipment from Finnish company Metso, could soon break China's 80% dominance of the global tungsten market and become an important alternative source for the high-tech and defense industries. Chip giant Intel, on the other hand, is struggling to find its place in the AI boom after the surprising resignation of its CEO. In the third quarter of 2024 alone, the Company recorded a loss of USD 16.6 billion.
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Commented by Armin Schulz on December 5th, 2024 | 07:15 CET
Evotec has exploded – Will BioNxt Solutions and Bayer follow suit?
The biotechnology and pharmaceutical industries are among the most advanced and forward-looking sectors of the global economy. With the development of innovative drugs, therapies, and technologies, the industry is pursuing the goal of sustainably improving the quality of life of millions of people. Intensive research, enormous investments, and a strong focus on groundbreaking innovations define this field, where science and technology work together in close cooperation. Companies such as Evotec, Bayer, and BioNxt Solutions are among the most interesting players in Germany. We take a look at the latest developments.
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Commented by Fabian Lorenz on December 4th, 2024 | 07:10 CET
CAUTION with Bayer! Is Evotec facing a SLUMP? 123fahrschule stock with 200% POTENTIAL?
After convincing quarterly figures, analysts have reaffirmed their "Buy" recommendations for the 123fahrschule share. The development of the operating cash flow is seen as particularly positive. Revenues and profits are expected to increase significantly in the coming years, with experts estimating the fair value of the stock to be more than 200% above the current level. Evotec remains under pressure. Following the failed acquisition, a board member is now also leaving the Company. Analysts are divided: will the share price rise to EUR 14 or fall to EUR 4? And what is Bayer doing? According to analysts, the shaken pharmaceutical and agrochemical giant is facing a challenging year ahead. Will margins fall again in 2025? Will the share price follow suit?
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Commented by Armin Schulz on December 4th, 2024 | 07:00 CET
JinkoSolar, Myriad Uranium, Plug Power – How the energy crisis can be solved
During the recent dark doldrums in Germany at the beginning of November 2024, the challenge of driving forward the energy transition exclusively with renewable sources once again became clear. Days with minimal wind and solar power production forced the country to rely heavily on fossil fuel power plants and expensive electricity imports. At the same time, energy demand is growing rapidly due to factors like electric mobility, digitalization, and industrial transformation. Given these dynamics, the debate over CO2-neutral, baseload-capable nuclear power plants is coming back into focus. Unlike wind and solar energy, these nuclear power plants provide reliable electricity and could make a decisive contribution to ensuring energy supply while meeting climate targets. We look at three companies and analyze what it takes to make these technologies a success.
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Commented by Armin Schulz on December 3rd, 2024 | 07:20 CET
Deutsche Telekom, Saturn Oil + Gas, and Rheinmetall – Succeeding despite the economic crisis!
While geopolitical tensions, high inflation rates, and economic uncertainties are shaking markets worldwide, some companies are defying the adverse conditions and demonstrating impressive growth. How do these companies manage to hold their ground in a seemingly constant storm and even increase their revenues and profits? Is it smart strategies, bold innovations, or simply adaptability that set them apart from the competition? This article takes a look at the success factors of three companies that are emerging as winners despite the most challenging of conditions.
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Commented by André Will-Laudien on December 3rd, 2024 | 07:10 CET
Year-end rally: DAX high, Bitcoin, or gold? SMCI, Thunder Gold, Dell and SAP under the microscope
December begins as November ended: New highs on the DAX, high-tech stocks remain in demand, and Bitcoin and gold are consolidating slightly. With only 16 trading days left, now is the time to find the right portfolio structure for 2025. Despite unbridled investor optimism, next year could see a sector rotation that causes the overbought stocks to consolidate and brings long-neglected stocks to the forefront. At Super Micro Computer, many uncertainties are now being put into perspective. Its partner, Nvidia, has not been able to report any new highs since the Q3 figures. On the other hand, SAP is enjoying record growth, having seen one of the strongest rebounds since its founding. What happens now? Here are some ideas for risk-conscious investors.
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Commented by Stefan Feulner on December 3rd, 2024 | 07:00 CET
Coinbase, Desert Gold Ventures, MicroStrategy – On to new records
Donald Trump's transformation from crypto skeptic to unconditional supporter boosted digital currencies after his election and brought Bitcoin close to the USD 100,000 mark. In contrast, precious metals lost ground following his election victory but have already regained their lost territory. While the gold price remains close to its historic highs, promising producers and exploration companies are far from record levels, offering substantial long-term catch-up potential.
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