Commodities
Commented by André Will-Laudien on July 5th, 2021 | 15:37 CEST
Nel ASA, Barsele Minerals, Nordex - The profiteers of climate policy!
June had to offer strong repetition effects to the last bull market in January and February. The typical stock market favorites made substantial gains again, especially the so-called "climate stocks." These are stocks whose business models fit into the decarbonization strategies of governments. On December 12, 2015, the Paris Protocol was adopted, and one year later, the international climate treaty came into force. A milestone of the agreement was that China and the United States also ratified it. Trump formally withdrew from the Protocol in November 2020, but his successor Joe Biden rejoined on February 19, 2021, while authorizing USD 500 billion per year by 2025 for climate investments.
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Commented by Armin Schulz on July 5th, 2021 | 13:26 CEST
JinkoSolar, NewPeak Metals, TUI - Between uncertainty and opportunity
As an investor, it is not easy to find suitable investments at the moment. Either the share has already run hot and the key figures no longer justify an investment, or the shares are struggling with some kind of crisis. In the end, these crises also bring opportunities, but you have to be well informed and patient. The low of a consolidation is seldom caught, but one or the other price trend can be predicted based on chart technology. We have taken a look at three companies today that are fraught with a certain amount of uncertainty but offer opportunities.
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Commented by Nico Popp on June 30th, 2021 | 11:04 CEST
BP, NewPeak Metals, Nordex: Three shares with energy
The energy turnaround offers excellent opportunities - that is what you read in many media reports. Indeed, regenerative energy has a great appeal - it does not produce any CO2 emissions. But this is not entirely true. The production of solar panels and wind turbines requires raw materials. Only when these are also produced in a climate-neutral way are regenerative energy sources genuinely sustainable. At the same time, oil and gas still play a significant role in the energy mix. We outline three companies involved in this complex of topics and also examine investment opportunities.
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Commented by André Will-Laudien on June 28th, 2021 | 13:38 CEST
Infineon, Nvidia, BMW, Defense Metals - Exploding commodity prices ahead!
The explosion in commodity prices is foreseeable. Due to the fatal misjudgment of the governments on how the COVID pandemic will develop, the economies are currently in a supply shock. The months-long lockdowns have broken off some supply chains, and the breakdown in the Suez Canal has further aggravated the situation. Ever Given's wrecked ship is still stuck in the Egyptian Bitter Lake with 20,000 containers on board. Whether in cell phones, electric vehicles, non-fossil power generation and storage, or modern server farms - industrial metals are needed everywhere. For special applications, we even need rare earths, which makes it highly political.
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Commented by Armin Schulz on June 25th, 2021 | 10:58 CEST
Carnavale Resources, Rio Tinto, TotalEnergies - Commodities still in hype
Commodities are in demand, as seen from the Bloomberg Commodity Index, which reached a multi-year high on June 11. Among other things, this is due to China's enormous hunger for raw materials and the infrastructure program of the USA. Inflation fears also drive more investors to commodities, as there is no end in sight to the loose monetary policy. In addition, there is a rethinking of climate protection, giving rise to hypes such as hydrogen or e-mobility. These new technologies require raw materials such as copper or nickel, and so commodity prices are picking up significantly in almost all sectors. That's why we are taking a look at three exciting commodity companies today.
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Commented by André Will-Laudien on June 23rd, 2021 | 14:03 CEST
BHP, Glencore, NewPeak Metals - Scarce, scarce and sold out!
Whoever tries to order an e-bike from the Internet these days sometimes gets the delivery notice: "Due to missing components delivery delayed indefinitely!" Reason: The container ship "Ever Given" in the Suez Canal, shipwrecked, is still fully loaded at the Egyptian quay walls and is waiting to continue its journey. However, the insurance issues have not yet been resolved because the accident caused considerable damage to the canal structure. The riparian states admittedly do not want to pay for the restoration. It may therefore take some time before the insurance sum is paid. Moreover, on the ship are also bicycle components of the manufacturer Shimano, so European bicycle manufacturers cannot deliver!
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Commented by Nico Popp on June 21st, 2021 | 12:06 CEST
Deutsche Bank, ThyssenKrupp, White Metal Resources: When opportunities arise from legacy issues
What will the market bring in the second half of the year? Will the takeover merry-go-round spin and blue chips continue to climb in the wake of the booming comeback economy? Or do infrastructure programs and further construction drive the steel sector? The chances are good that the economy is again breathing a breath of fresh air and is on the verge of a long-lasting upswing. Traditionally, this upswing is characterized by setbacks, particularly at the beginning. We outline how investors can invest, taking three stocks as examples.
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Commented by Carsten Mainitz on June 17th, 2021 | 13:58 CEST
NewPeak Metals, Barrick Gold, Aurelius - A league of their own, performance without end!
Most experts agree gold will soon reach a new high. Who wants to invest not only physically in the precious metal can participate in "gold companies." As a rule, good quality companies perform better than the "underlying." The safest option is to invest in producers, but the potential return is much higher with exploration companies due to the higher risk. Which will you choose?
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Commented by André Will-Laudien on June 16th, 2021 | 15:03 CEST
SAP, TeamViewer, Siemens Energy, QMines: These are the buy signals!
A tick higher every day, letting off some steam in between, but then closing at all-time highs again. This is the current stock market trend, which presents itself daily. It continues to be the stock market darlings and large standard stocks that move up. The NASDAQ has done a 4-week ride again, as it has done for the third time in a year. A 1000 point correction is followed by a 1500 point rise to a new high. Those who are not there just watch; even harder it hits the shorties, who again were not allowed to experience a bear market. The miraculous money multiplication thus continues. We look at interesting titles.
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Commented by André Will-Laudien on June 14th, 2021 | 10:08 CEST
Glencore, Barrick, Sibanye, Carnavale Resources - Inflation drives commodities!
The metal prices are going through the roof! After the first shock last week, when the People's Republic of China announced that it wanted to actively "fix" the prices for raw materials in the future, the next hammer followed at the end of the week: The consumer price index (CPI) in the USA set inflation at 5% - the highest level since mid-2008. Nevertheless, the central banks still see no reason to reduce the expansive monetary policy; risking an economic collapse in this fragile situation is too high. Given these settings, there are now two options for commodity investors to protect themselves against rising inflation: Invest directly in commodities or buy stocks in the commodities sector.
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