Commodities
Commented by Armin Schulz on February 19th, 2025 | 07:35 CET
thyssenkrupp, Golden Cariboo Resources, Intel – Which comeback strategy will pay off?
In a world where raw materials are becoming scarcer, markets more volatile, and technologies more disruptive, companies face a threefold challenge: they must transform, innovate, and, at the same time, preserve their roots. This balance between tradition and the future currently shapes three publicly traded companies that could not be more different – yet all three have long histories to look back on. thyssenkrupp, a former industrial giant, is in the midst of a transformation. Golden Cariboo Resources, with its "Quesnelle Gold Quartz Mine," can trace its history back to 1865 and has recently presented exciting drilling results. Meanwhile, Intel, a semiconductor giant, is grappling with the aftermath of a technological sprint that has catapulted the industry into a new era.
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Commented by André Will-Laudien on February 19th, 2025 | 07:00 CET
Defense and critical metals – the pressure is rising! Where are Rheinmetall, Renk, Hensoldt, and XXIX Metal headed?
Since August 2023, the Chinese government has continuously issued export control measures for high-tech metals that are important for the semiconductor industry and green technologies. The sharp rise in energy commodities is hindering electrification projects. Copper is indispensable for these projects and will become one of the key raw materials in the coming years, around which innovations revolve. The red metal is an essential component of a completely new energy infrastructure, and trends such as Web 3.0, high-performance computing, cloud computing, and artificial intelligence are exacerbating the scarcity situation. The tech giants, worth billions, want to invest because they need the infrastructure for their business. In Europe, the defense industry is on the verge of reaching new all-time highs. A closer look is required.
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Commented by Armin Schulz on February 18th, 2025 | 07:00 CET
Palantir, First Nordic Metals, Barrick Gold – WATCH OUT: These stocks are on the move!
The tech industry celebrates Palantir as an AI pioneer: With a 390% price increase in 2024 and a forecast of USD 3.75 billion in revenue in 2025, the Company is convincing with its government and commercial AI solutions – but the P/E ratio of 600 raises sustainability questions. Meanwhile, First Nordic Metals is building on exploration momentum in the Scandinavian gold sector: new anomalies and cost-efficient drilling techniques are driving the stock. Barrick Gold, in turn, combines robustness (19% revenue growth) with geopolitical challenges in Mali and long-term, large-scale projects. We take a look at which companies offer potential and where valuations could be too high.
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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
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
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!
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!
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
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
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
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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