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Commented by Stefan Feulner on April 29th, 2024 | 07:15 CEST

Newmont, Royal Helium, Anglo American - Commodities on the rise

  • Mining
  • Helium
  • Commodities
  • Gold

Precious metals remain in demand due to geopolitical uncertainties. After gold moved away from its highs above the USD 2,400 per ounce mark, there were no further major sell-offs. Industrial metals are also still in vogue. Copper has risen by around 20% since the beginning of the year and posted a new high for the year, while nickel has moved well away from its lows for the year. On the other hand, the noble gas helium, for which a global undersupply is predicted due to rising demand from the defense industry, has seen little movement.

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Commented by André Will-Laudien on April 22nd, 2024 | 07:15 CEST

War in the Middle East and the explosive commodity cycle: Rheinmetall, Renk, Globex Mining, and Varta in focus!

  • Mining
  • Commodities
  • Gold
  • Defense

Well, that escalated quickly. Just a week has passed since Iran carried out a nighttime attack on Israel. That was followed by a few days of commemoration, a few phone calls with Washington and the UN, and then last Friday, an Israeli counterattack was reported. While the agency news is not really clear yet, the stock markets are taking the current uncertainty as an opportunity to finally let some air out of the inflated system. Central banks are also stepping back from hoped-for interest rate cuts, as current inflation is too high and the negative signals from the economy are not yet excessive. All in all, defense stocks are holding up well, and a new upward cycle is beginning for commodities. It took a while, but now is the time to have the right stocks in the portfolio.

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Commented by Armin Schulz on April 17th, 2024 | 06:45 CEST

Barrick Gold, Globex Mining, BP - Commodities In the spotlight: Supercycle started?

  • Mining
  • Gold
  • Silver
  • Commodities
  • Oil
  • Gas

Global demand for commodities is reaching new heights, partly driven by increasing geopolitical tensions. The exchange of attacks between Iran and Israel is a case in point. This conflict, deeply rooted in religious and political differences, continues to escalate and could have far-reaching consequences for international stability and commodity markets. With this latest escalation of the Middle East conflict, security aspects in the global competition for important resources such as gold, silver and copper are taking center stage. China is demonstrating its hunger for resources. However, the price of oil has also risen recently. There has long been talk of a commodity supercycle. Perhaps it has now finally begun. Where should one invest now?

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Commented by André Will-Laudien on April 17th, 2024 | 06:30 CEST

Discount battle over: Commodities on the counter-offensive! Rheinmetall, Power Nickel, BASF and Varta in focus

  • Mining
  • Nickel
  • Commodities
  • Gold
  • Silver
  • Defense

Since the bombing of Israel by Iran, the clocks are ticking differently in the Middle East. The next stage of escalation has been reached. If Israel now uses the right to defense as an opportunity to initiate something bigger, it is here: the conflagration. Gold and silver are shining as safe-haven currencies and pulling long-neglected commodity shares through the roof. Now is the time to keep the sails in the wind and ride the long-awaited upward momentum. In the energy transition, strategically safer jurisdictions that can safely serve the growing hunger for commodities are still in demand. We highlight a few opportunities.

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Commented by André Will-Laudien on April 16th, 2024 | 07:05 CEST

The cannons are thundering, and gold and silver remain in demand! Barrick, Newmont, Desert Gold and SMT Scharf in focus

  • Mining
  • Gold
  • Silver
  • Commodities

The overnight attack by Iran on Israel underscores the current geopolitical uncertainty. Regardless of whether there is further escalation in the Middle East, the world has already changed dramatically since February 2022. This includes shifts in investor behavior. Until the first quarter of 2024, shares in the artificial intelligence and high-tech sectors were bullish; now, defense stocks and precious metals are on the agenda. After decades of disarmament, NATO, in particular, is now facing a decade of rearmament, and private investors are expressing their restraint in consumption by increasing their focus on private security. This is reflected in the increased purchases of gold and silver. For years, precious metals have been stable guarantors of the daily dwindling purchasing power. We believe that the new valuation cycle in the commodities sector is only just beginning, which is why we are examining favorable entry opportunities.

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Commented by Stefan Feulner on April 9th, 2024 | 06:45 CEST

Palantir, Globex Mining, Bayer - The trend is pointing upwards

  • Mining
  • Commodities
  • Gold
  • Silver
  • Pharma
  • Software

After a successful first quarter of 2024, the DAX and Dow Jones took a well-deserved breather last week. In contrast, the precious metal markets for gold and silver continued their upward trend. Gold also reached new absolute highs of USD 2,354 per ounce. While gold producers such as Barrick Gold and Newmont remained in hibernation, they have been following the rising base price for several weeks now. There is currently also an opportunity for smaller commodity stocks to participate disproportionately in the upward trend.

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Commented by André Will-Laudien on March 27th, 2024 | 08:30 CET

Watch out: DAX record chase! Automotive stocks in the fast lane: Mercedes-Benz, Globex Mining, VW and Tesla

  • Mining
  • Commodities
  • hightech
  • Electromobility

The DAX 40 index is chasing from one high to the next, surpassing the 18,400 mark yesterday. In addition to artificial intelligence, it is primarily high-tech and defense stocks that are moving the market. The automotive stocks are still in the doldrums, as an expected decline in GDP also means smaller household budgets. Nothing is worse for the industry than the postponement of new car purchases until next year. The stockpiles are getting bigger, and dealers are plunging into desperate discount battles. However, the market is changing noticeably. Currently, there are clear buying candidates; we analyze the current situation.

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Commented by Juliane Zielonka on March 22nd, 2024 | 07:45 CET

BYD, Globex Mining, Mercedes-Benz shares: The energy transition is picking up speed with these companies

  • Mining
  • Commodities
  • Electromobility
  • renewableenergies

BYD in China is regarded as innovative and successful with its wide range of models and brands. The Company has become one of the top ten car manufacturers and is the global leader in the production of new energy vehicles (NEVs). In the fourth quarter of last year, BYD even overtook Tesla with over half a million electric vehicles sold. BYD is now pushing further into international markets in order to maintain its growth trajectory. The increasing demand for electrification also means a higher demand for the corresponding raw materials. Globex Mining is well positioned in this regard; with 247 different projects and over 40 years of industry experience, investors benefit from the unbeatable expertise of the experienced management team. Mercedes-Benz leadership has reason to rejoice. The figures from the last financial year are solid, and the salaries of the Executive Board have been generously increased. Who is really picking up speed now?

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Commented by Stefan Feulner on March 5th, 2024 | 08:55 CET

Globex Mining, Rheinmetall, Fisker - Correction nearing its end

  • Mining
  • Commodities
  • Gold
  • armaments
  • Automotive

The German economy is shrinking, and there is no sign of an end to the downward spiral in the current year. Only the defense industry, which was dubbed socially harmful before the Ukraine conflict, is acting as a growth engine, with shares in the sector rushing from one high to the next. The growing and likely continuing demand for defense goods is increasing the need for critical metals. After a prolonged correction, copper, lithium, and others may now have completed their bottoming out.

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Commented by André Will-Laudien on February 28th, 2024 | 08:00 CET

E-mobility versus combustion engines: Tesla and BYD stumble, Mercedes-Benz and Globex Mining in Vogue!

  • Mining
  • Commodities
  • RareEarths
  • Electromobility

The Tesla plant in Brandenburg is discharging polluted wastewater into the canals. Permissible limits for phosphorus and nitrogen are exceeded by up to six times. Elon Musk has not yet reacted to the accusations, as he is busy planning the expansion of his production facility. If the authorities were to take action here, the plant could also be subject to a production stop until the harmful sources are eliminated. Once again, environmental protection and the climate debate clash with the self-interest of foreign producers seemingly not on the radar of existing EU regulations. The water debate is nothing new. Since the plant in Grünheide went into operation, local communities have had to contend with a drop in the groundwater level because the plant draws an impermissible amount of water. For those finding Tesla unsympathetic due to these issues, look for other opportunities in the automotive sector!

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