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Commented by Nico Popp on September 10th, 2021 | 10:14 CEST

Daimler, Aztec Minerals, Varta: How growth investments succeed

  • Commodities

New technologies are currently transforming the economy. The triumphant advance of electric cars is a done deal, and even buildings will soon be largely climate-neutral. First and foremost, carmakers, manufacturers of photovoltaic systems and energy storage systems are driving this development. But other beneficiaries are currently receiving little attention from the market. We present three stocks.

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Commented by André Will-Laudien on September 8th, 2021 | 11:33 CEST

BYD, Teck Resources, GSP Resource, Varta - Commodity rally three point zero!

  • Commodities

There is a growing concern in the German economy that rapidly rising raw material prices will jeopardize the upswing in the future. Thus, the head of the Munich-based economic research institute Ifo, Clemens Fuest, warns: "If commodity prices continue to rise significantly across the board in the coming years, this could become a problem." He is referring to the upswing because supply chains are already severely disrupted by the pandemic. The temporary failure of the Suez Canal has even led to a delay of several months in the delivery of high-tech products.

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Commented by André Will-Laudien on August 16th, 2021 | 12:41 CEST

Alcoa, FYI Resources, Varta, Nordex - Ready for takeoff in the high-tech sector?

  • Commodities

The current climate trend makes a necessity obvious - our planet needs relief from CO2 and further investments in sustainable energy generation. Global warming is already well advanced, and we will likely no longer stop the dangerous basic trend. Therefore, the decisive factor for our future actions remains the "impact", i.e. the intensity and quantity of the production of pollutants. Many companies have already taken hold of the baton and are converting their processes, while others are trapped in old operating procedures and are acquiring pollution certificates. The industrial value chain starts with explorers and mining companies, followed by the basic materials industry. We look at some representatives of this supply chain.

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Commented by André Will-Laudien on August 9th, 2021 | 13:29 CEST

Varta, Carnavale Resources, Airbus - High tech in a bind - Metals are scarce!

  • Commodities

Currently, metal prices are not calming down! That puts pressure on the supply chains. Many companies are struggling with their inventories at the moment. If too much is ordered, the shelves could overflow due to delays in completion and cause extreme costs later on because high working capital is a margin killer for the industry. But the problem is also more topical in nature. There are many orders on hand, but essential components such as chips are unavailable, causing sales to decline, despite full order books. Conversely: When everything returns to normal, prices for metals will probably have to correct sharply again because no one will order more because of full warehouses - a real dilemma for mines and industrial customers alike.

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Commented by André Will-Laudien on August 6th, 2021 | 11:07 CEST

BioNTech, Formycon, Aztec Minerals, NanoRepro - Rollercoaster rides in the summer lull!

  • Commodities

Summer lull and total standstill! Who has not just invested in BioNTech or Northern Data feels barely any movement in the portfolio. The stock exchanges are rehearsing the standstill, somehow nothing is going up, but this does not mean that things have to fall. Old sayings such as "What goes up, must come down!" have already been outdated for some time. For some stocks, the fantasy lasts endlessly; for other former hype candidates, the rally ends in the shredder. The hydrogen stock Nel has now lost 20% in one week. Many will say no problem because the stock market darling stands on a 3-year view still over 300% in the plus. Just someone probably has his initial investment above EUR 3. We keep trying with selective ideas.

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Commented by Nico Popp on July 30th, 2021 | 12:36 CEST

Newmont, White Metal Resources, Volkswagen: This is where the future is traded

  • Commodities

New, "green" trends are turning the raw materials market upside down. The boom in electric mobility means that we need more copper. Other industrial metals are also in demand. Precious metals, such as silver, are moving into focus because of the growing demand for solar and photovoltaic systems. At the same time, central banks around the globe remain relaxed despite rising inflation - this could be water on the mills of gold. We present three stocks and evaluate their opportunities.

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Commented by Stefan Feulner on July 29th, 2021 | 11:08 CEST

JinkoSolar, Carnavale Resources, BASF - Beware of shortages!

  • Commodities

The change from fossil fuels to renewable energy sources due to climate change means that raw materials such as copper, lithium and nickel are increasingly in demand. The increasing demand due to new economic sectors such as wind power, electromobility or photovoltaics is offset by an extremely scarce supply. The result is sharply rising prices and an expected shortage in the coming years. In addition, the trade conflict with China is visibly worsening the shortage. The primary beneficiaries of this dilemma are commodity producers who can at least partially cover the supply deficit outside the Middle Kingdom.

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Commented by Stefan Feulner on July 28th, 2021 | 13:42 CEST

Commerzbank, Aztec Minerals, MorphoSys - Save yourself!

  • Commodities

The fear of rapidly rising interest rates was taken away from investors at the past meetings of the central banks. In addition to the ECB's change in monetary policy strategy, where the inflation target of "below or close to 2%" was set aside, the Federal Reserve is blithely continuing its money printing. Despite a 5.4% increase in prices in June, US monetary watchdogs continue to focus on a growing economy and a robust labor market and continue to hold off on a monetary policy response. These hesitant measures put financial stability at risk - the best conditions for investment in precious metals.

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Commented by Carsten Mainitz on July 27th, 2021 | 11:47 CEST

Vonovia, Barsele Minerals, Aixtron - That will move the prices!

  • Commodities

Takeovers can move share prices. That is true for the acquisition of entire companies as well as for individual divisions or projects. Often the prices of the buyer and the takeover candidate react positively. But even if takeovers fail, it is no big deal because there are usually alternatives. These three shares are currently in an exciting phase. Which value has the greatest potential?

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Commented by Carsten Mainitz on July 23rd, 2021 | 14:37 CEST

Endeavour Silver, Aztec Minerals, ThyssenKrupp - Spoilt for choice: silver, gold or steel?

  • Commodities

Despite recent setbacks in commodity prices and share prices, most experts believe that the current commodity bull market will continue for some time. The drivers are likely to be the global economic stimulus programs to overcome the consequences of the Corona Crisis, the climate crisis and the associated need for an energy turnaround, as well as the Chinese economy's continuing hunger for raw materials. The Chinese recently announced their intention to liquidate raw material reserves to stop the market price rally, putting a damper on some raw material prices. Still, many analysts believe this is more likely to be a short-term flash in the pan, given the overall situation. Below are three favorably valued stocks with which investors can profit from commodities.

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