Automotive
Commented by Fabian Lorenz on September 8th, 2025 | 07:05 CEST
Top news and price target raised! Plug Power, Standard Lithium, and BMW partner European Lithium
In the run-up to the IAA, BMW is stealing the spotlight from other automakers. The focus of attention is clearly on the Munich-based company's "Neue Klasse". If the new electric models are a success, European Lithium stands to benefit - they are set to supply the lithium for the batteries. But this raw materials gem has a second ace up its sleeve: rare earths. The stock is being driven by positive news flow, which is likely to continue. Standard Lithium is also seeing strong momentum. Analysts have recently raised their price targets significantly. In contrast, the alarm lights continue to flash at Plug Power. While revenue is rising and costs are falling, cash burn remains a concern. Nevertheless, analysts are recommending the hydrogen stock as a "Buy".
Read
Commented by Nico Popp on September 2nd, 2025 | 07:00 CEST
The auto industry is at a crossroads – Who will solve the lithium problem? BYD, Mercedes-Benz, European Lithium
When the Chinese step on the gas, German premium manufacturers are left in the dust! As a recent article in Handelsblatt shows, Chinese auto suppliers are increasingly overtaking their international competitors. This is fatal – after all, suppliers are the ones driving innovation. One indicator is the battery sector: in the first half of 2025, the two largest Chinese battery manufacturers, CATL and BYD, together controlled 55.7% of the global electric vehicle battery market. The next-largest non-Chinese supplier is LG from South Korea, with a market share of just 9%. As it stands, European car manufacturers remain heavily dependent on Chinese batteries. We examine why this dependence is risky, which companies are already working to reduce it, and which stocks offer opportunities for investors.
Read
Commented by Fabian Lorenz on August 19th, 2025 | 07:05 CEST
Tungsten prices skyrocket! Almonty Industries profits! RENK with new forecast? Steyr Motors goes full throttle!
Is tungsten the "real" precious metal? After all, the price of this critical raw material, which is essential in key industries such as defense, has risen by more than 20% since mid-May alone. Gold and silver cannot keep up. The big winner is Almonty. Following its Nasdaq IPO, the Company is set to become the largest Western tungsten producer with its new mine. Analysts recommend buying the stock. Analysts are also bullish on RENK. The half-year figures were convincing, and a potential bombshell could drop in November. Steyr Motors is also continuing to go full throttle. The Austrian company is justifying its 280% share price surge and is expanding into Eastern Europe.
Read
Commented by André Will-Laudien on August 6th, 2025 | 07:30 CEST
DAX celebrates, Palantir sets the pace! Strong rebound for Almonty, Mutares, and Steyr!
It is earnings season, with over 200 quarterly reports coming in from around the world every day. Investors are focusing heavily on revenue growth at defense companies. This is because they should benefit significantly from the lavish contracts awarded by NATO and other defense-oriented countries. The environment remains unstable, and geopolitically, anything is possible. However, defense stocks have often risen so far that the hoped-for earnings figures for 2027 to 2030 are already reflected in today's prices. But the rally continues! After a sharp correction at Almonty Industries, many are delighted to have a cheaper entry point into the tungsten expert, as strategic metals are high on the shopping list, especially in the defense sector. The problem is that they are scarce and difficult to obtain. Where are the opportunities for investors?
Read
Commented by Fabian Lorenz on August 5th, 2025 | 07:15 CEST
OPPORTUNITY and WARNING SIGNAL! Heidelberger Druckmaschinen, Steyr major shareholder Mutares, and Pure Hydrogen shares!
Strategic repositioning can drive shares sharply higher - the latest example being Heidelberger Druckmaschinen. The Company plans to participate in the defense boom, and management is buying shares. However, analysts are issuing warnings after the sharp rise in the share price. Pure Hydrogen is preparing to change its name. The Australian company has long offered more than just hydrogen vehicles. Is a new champion for alternative drive systems emerging? While Pure Hydrogen is still in its infancy and investors can speculate on a multiplication of its value, this has already happened at Steyr Motor this year. However, major shareholder Mutares is currently making headlines, with BaFin now investigating, and the stock showing high volatility! Is this an opportunity to get in or a clear warning to stay away?
Read
Commented by Nico Popp on August 1st, 2025 | 07:15 CEST
Auto crisis in Germany – Here is the solution: European Lithium, BMW, and Porsche
Fear is spreading through the German automotive industry. The latest figures from Porsche and BMW have been poor. Sales figures in China are collapsing, and tariffs on exports to the US are eating into profit margins. At the same time, buyers remain cautious when it comes to electric vehicles – whether due to the uncertain economic situation or the lack of convincing models, which are also quite expensive. The fact is that the German auto industry's next steps must be in the right direction. Those who invest in time could benefit in the long term. We explain the role lithium from Europe will play in the future of the automotive industry.
Read
Commented by Fabian Lorenz on July 31st, 2025 | 07:20 CEST
BYD facing problems! 300% stock Steyr Motors delivers! Green light for Sranan Gold!
Steyr Motors appears to be delivering what shareholders were hoping for. Following the rapid rise in its share price this year, the Austrian company has now reported new orders. This could enable the Company to grow into its ambitious valuation. Gold explorer Sranan Gold is still attractively valued. The important drilling program will start soon. Is this also the starting signal for a rally in the share price? There is currently no talk of a rally at BYD. The Chinese company is facing challenges both in its domestic market and in Europe. In Europe, sales figures are falling short of expectations. Can new personnel and a revamped sales strategy bring about a turnaround?
Read
Commented by Fabian Lorenz on July 29th, 2025 | 07:00 CEST
YIELD MONSTERS 2025: Hensoldt, Steyr Motors, Veganz shares – another 250% gain?
When it comes to German return monsters for 2025, investors rightly think primarily of defense companies like Rheinmetall, RENK, Hensoldt, and Steyr Motors. However, with a 250% gain, the Veganz Group may well be the surprise of the year. The Company is currently reinventing itself and attacking a billion-dollar market. Analyst estimates appear to be far too conservative and are likely to be revised upward soon. The stock, therefore, remains very attractive. Hensoldt has multiplied in value in recent years and is now supplying radar systems for the protection of Ukraine. The order volume is in the mid-three-digit million range. Steyr Motors will have to grow to this revenue range in the coming years to justify its current valuation. Analysts nevertheless recommend buying the stock.
Read
Commented by Fabian Lorenz on July 18th, 2025 | 07:00 CEST
20% in one week! Steyr Motors, Zalando, and Globex Mining shares!
Comeback for Steyr Motors. After a share price explosion in March and the subsequent crash, things had quietened down around the share. However, operations appear to have continued at full speed. Things could get interesting on July 31. Globex Mining also seems to be poised for a comeback. After doubling around the turn of the year, the mining incubator's shares corrected. However, with positive news flow and continued strong gold prices amid a commodities boom, the chances of renewed gains look promising. In Germany, retail is not exactly booming. Zalando is countering this with the takeover of its competitor ABOUT YOU. The transaction has now been completed. Will the share price rise now? Analysts certainly see considerable upside potential.
Read
Commented by Fabian Lorenz on April 10th, 2025 | 07:10 CEST
Gold price to USD 3,500 and a million-dollar order! Steyr Motors, Barrick Gold, and Golden Cariboo Resources
Analysts at Goldman Sachs currently see an opportunity to enter the gold market. The experts believe that a price increase to USD 3,500 is possible. Hidden gem Golden Cariboo Resources should also benefit from this. The Company is active in legally secure Canada, and the stock appears undervalued. Important drilling results are expected later this year. Caution is advised with Barrick Gold, however. The stock was recently recommended by TV presenter Jim Cramer. However, the US stock market expert is considered a contrarian indicator, especially on social media. Meanwhile, there is positive news from abroad for Steyr Motors. A multi-million-dollar order is pushing the rumors of BaFin investigations into the background.
Read