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Commented by Armin Schulz on February 17th, 2025 | 07:30 CET

TUI stock weak after numbers – Nova Pacific Metals and Super Micro Computer fare much better

  • Mining
  • Commodities
  • Travel
  • AI
  • chips

The latest quarterly figures from TUI disappointed investors. Despite optimistic booking forecasts, the share price corrected by up to 17% within two days after the expected revenue targets were missed. This raises questions about the sustainability of the travel Company's comeback, which most recently wanted to appeal to new customer groups with low-cost offers. Nova Pacific Metals and Super Micro Computer present a very different picture. Nova Pacific's share price rose by over 80% within three days. Super Micro is raising hopes of a turnaround despite delisting risks due to a new auditor and attractive AI prospects – supported by a low P/E ratio of 10. We take a closer look at the three companies.

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Commented by Juliane Zielonka on February 14th, 2025 | 06:45 CET

Globex Mining, Intel, D-Wave: AI Revolution Drives Resources and Semiconductor Market

  • Mining
  • Commodities
  • computing
  • hightech
  • AI
  • Software

The course for the future of AI was set this week in France, where 1,500 representatives from politics and business gathered for the international AI summit. The AI revolution is driven by immense energy and semiconductor demand that Europe, with its current energy policy, cannot fulfil. The commodities rally for energy generation is gaining momentum to power the immense data centers. Ideal timing for the explorer Globex Mining, which, with its portfolio of strategic commodities, is a mineral bank for investors. With a strong diversification of commodities and precious metals, there is something for practically every energy requirement. Intel, on the other hand, could experience a recovery through cooperation with TSMC. The stock suffered a 60% decline last year. Quantum computing pioneer D-Wave demonstrates that practical applications of the technology are already in use today. In an open letter, CEO Baratz addresses investors.

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Commented by André Will-Laudien on February 13th, 2025 | 07:05 CET

DAX 22,000 – New highs for Oklo, Nova Pacific Metals, D-Wave, and SMCI under the microscope!

  • Mining
  • Commodities
  • hightech
  • computing
  • nuclear

After a rapid upward movement, the DAX 40 index has reached the magical 22,100-point mark after just 6 weeks of trading. This means that the index has already gained more than 10% since the beginning of the year. Investments in the high-tech and defense sectors continue to drive this. Investors are following the trends that started in 2024. However, this is bringing critical metals to the fore because they are currently subject to sanctions by China under Donald Trump's tariff plans. We are therefore focusing our analysis on companies that are particularly noteworthy under the current circumstances. It is not always a good time to buy, but as the saying goes, you will never go broke taking profits.

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Commented by Fabian Lorenz on February 11th, 2025 | 07:10 CET

Buy Puma shares now? Caution advised with Renk, Rheinmetall & Co.! Hidden Gem Nova Pacific Metals launches!

  • Mining
  • Commodities
  • Defense
  • Sportswear

Even if it is not what Donald Trump wants to hear, the US is dependent on imports from Canada, particularly for raw materials. The tariff disputes only highlight this. Accordingly, Canadian raw materials stocks are coming to the attention of investors. One such hidden gem is Nova Pacific Metals, but this could change soon. In contrast, defense stocks could face a strong pullback as Donald Trump increases pressure. Is now the time to take profits at Renk, Rheinmetall, and Co.? Puma shareholders have been waiting for price gains for some time. Is now the time to enter the market after the recent crash?

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Commented by Stefan Feulner on February 11th, 2025 | 07:00 CET

Barrick Gold, First Nordic Metals, MicroStrategy – Profiteers in the bull market

  • Mining
  • Gold
  • Commodities
  • AI
  • Software

The gold price is unstoppable and reached the USD 2,800 per ounce mark for the first time in its long history during the past trading week. In comparison, gold producers such as Barrick Gold or Newmont are trading well below their highs. However, should the underlying asset remain at this high level, the profits of precious metals companies are likely to skyrocket. By then, producers, as well as exploration companies, should start to catch up.

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Commented by Stefan Feulner on February 10th, 2025 | 07:00 CET

BYD, Power Nickel, Rheinmetall – Top high flyers with further potential

  • Mining
  • Nickel
  • Copper
  • Commodities
  • Electromobility
  • Defense

After the outstanding stock market years of 2023 and 2024, many market participants assumed there would be a sharp correction on the stock markets at the beginning of the year. So far, however, both the DAX and the Dow Jones have proved the pessimists wrong and continued their upward trends despite increasing political and economic uncertainties. Although valuations in general, such as the Shiller P/E ratio, which is at the second-highest level in its history, already appear ambitious, there are still opportunities for disproportionate price increases in some companies.

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Commented by Fabian Lorenz on February 6th, 2025 | 07:40 CET

GOLD and ARMAMENTS unstoppable: Renk outperforms Hensoldt – Barrick Gold and First Nordic Metals with MOMENTUM

  • Mining
  • Gold
  • Commodities
  • Defense

Gold and defense stocks are currently unstoppable. The gold price is now well above the USD 2,800 mark. Just in time for the record price, insider tip First Nordic Metals is starting its drilling program in Sweden. The stock has taken off, and investors can look forward to a lively news flow. Even gold giant Barrick is sending positive signals, and the stock is picking up momentum. "Gold has truly arrived as the ultimate store of value," the Barrick CEO said in an interview with Bloomberg. Defense stocks are also completely unfazed by Donald Trump's tariff threats. While Rheinmetall is trading at an all-time high, Renk seems to be leaving the downward trend behind and finally catching up. Hensoldt's performance is clearly being surpassed. Will the momentum continue?

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Commented by Fabian Lorenz on February 6th, 2025 | 07:20 CET

Puma, Nordex, and Power Nickel - Potential for a price jump? Analysts see opportunities in these stocks

  • Mining
  • Nickel
  • Gold
  • Commodities
  • renewableenergies
  • Sportswear

Power Nickel's shares were among the commodity high flyers of 2024. The upward trend appears to be continuing in the new year. Power Nickel's high-grade Nisk project is increasingly turning into a gold mine with numerous valuable metals. To increase its value further, it will continue to drill and spin off non-core activities. Will analysts soon be raising their price targets? Puma shareholders have been waiting in vain for a price jump for quite some time. The sporting goods company is caught in a margin trap. The target prices are widely divergent. After difficult years, Nordex is actually doing well. But the US is becoming more and more of a concern. And now there is also a headwind in Germany.

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Commented by Armin Schulz on February 6th, 2025 | 07:00 CET

Deutsche Bank, Globex Mining, Rheinmetall – High-flying stocks for good reason

  • Mining
  • Commodities
  • Banking
  • Investments
  • Defense

Amid geopolitical tensions, the looming trade war, and interest rate cuts by the ECB, there are still stocks that are not deterred by all the challenges and continue to rise. These high-flyers have either structured their business well or are taking advantage of megatrends such as commodities, which could be at the beginning of a supercycle, or the supply of defense equipment, which is in high demand given the tensions in the world. Investors who identify emerging trends early can make a lot of money, but those who enter the market later can still profit. The prerequisite for this is always a look at the fundamentals.

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Commented by Juliane Zielonka on February 4th, 2025 | 07:25 CET

RWE, Nova Pacific Metals, Alibaba - How wind power, raw materials, and AI will shape the future

  • Mining
  • Commodities
  • Copper
  • renewableenergies
  • Energy
  • ecommerce

The energy transition and technological progress are shaping the global economic landscape in the first quarter. The German energy company RWE is investing in an innovative offshore wind farm control center on the German North Sea coast that will control the growing fleet of wind turbines from 2026. Renewable energies consume a lot of copper in their construction, bringing the explorer Nova Pacific Metals into focus. The Canadian company is preparing to start drilling at its strategically important Lara VMS project with a high copper content on Vancouver Island. The timing is ideal, as global demand for copper will increase to 50 million tons by 2035 – driven by energy transition projects like those of RWE, where a modern wind turbine alone requires 30 tons of copper. With secured financing of CAD 2.86 million and experienced expertise in the team, the chances for the drilling and further measures are excellent. The Chinese retail giant Alibaba is duly recognized as a global technology leader by the US Fortune Magazine and is ranked 3rd in the Internet Services and Retail category. What the publishers considered particularly important has to do with an AI highlight...

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