Commodities
Commented by Stefan Feulner on October 21st, 2024 | 07:00 CEST
First Majestic Silver, Desert Gold Ventures, Skeena Resources – The time has come
Once again, the price of gold has reached a new all-time high, establishing itself above the USD 2,700 per ounce mark. Silver also reached a new twelve-year high after breaking through the horizontal resistance at USD 32. After a long period in which mining stocks failed to gain momentum, they are now celebrating a comeback with a strong upward trend. Should the gold trend continue, as experts expect, surpassing USD 3,000 per ounce, the time may now be ripe for smaller exploration companies.
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Commented by Juliane Zielonka on October 11th, 2024 | 07:00 CEST
PayPal, Prismo Metals, Rheinmetall – Strategic Decisions for the Future
Three companies are setting the course for further growth: PayPal is opening up a new business segment in the US and launching the "PayPal Ads" advertising network to use transaction data for retail media. This move could increase the Company's clout. Meanwhile, the demand for copper is rapidly picking up speed. Prismo Metals is therefore intensifying its exploration activities, particularly at the Palos Verdes project in Mexico, in order to benefit from the increasing demand. Rheinmetall has received an order from the US Army to develop unmanned ground vehicles for the S-MET program, strengthening the Company's position in autonomous military vehicles.
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Commented by Stefan Feulner on October 8th, 2024 | 09:30 CEST
Rio Tinto, Saturn Oil + Gas, BP - Insiders are taking advantage of the commodities correction
Concerns about the economy and even fears of a recession have caused the prices of most commodities to collapse in recent months. The price of lithium, a critical metal for the energy transition, dropped by around 90%. The oil market also saw drastic price declines despite geopolitical uncertainties in the Middle East. Insiders agree that demand for both critical metals and black gold should pick up again, and they are going on a buying spree to be prepared for the subsequent upturn.
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Commented by Armin Schulz on September 27th, 2024 | 07:15 CEST
Barrick Gold, Desert Gold, Commerzbank – Falling interest rates drive the price of gold
Recently, the price of gold reached record highs as interest rates continue to fall worldwide. This economic trend reflects deeper uncertainties and adjustments in global fiscal policy. A record high in gold often indicates that investors seek refuge in supposedly safe investments in times of economic turmoil and rising inflation. At the same time, falling interest rates represent central banks' efforts to stimulate economic growth and encourage investment. This dynamic interaction between the gold price and interest rates raises many questions about the long-term economic prospects. Therefore, today, we are looking at two gold companies and will examine the interest-sensitive Commerzbank.
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Commented by Fabian Lorenz on September 24th, 2024 | 07:30 CEST
Boom in gold and travel: Barrick Gold CEO warns! TUI focuses on luxury! Globex Mining share with catch-up potential!
The gold price is receiving new momentum due to falling interest rates in the US. The takeover merry-go-round is also turning, but the Barrick Gold CEO is warning. Investors should keep an eye on developments in 2010. The Globex Mining share has a lot of catch-up potential. The business of the mining incubator is de-risked and around half of the projects are in the precious metals sector. Meanwhile, business is booming at TUI. Among other things, the Company plans to grow more strongly in the luxury segment. Nevertheless, investors and analysts do not seem convinced by the stock. Is this justified?
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Commented by André Will-Laudien on September 24th, 2024 | 07:00 CEST
Environmental funding is back, now 100% with e-mobility stocks! VW, Mercedes, Prismo Metals, BYD and NIO
E-mobility has become a political issue in Europe because, despite the punitive tariffs imposed, thousands of new vehicles reach the ports of Rotterdam, Antwerp, and Hamburg every week. Prices are up to 30% lower than comparable EU models. Due to the current sales crisis, the German Federal Minister for Economic Affairs visited the crisis-ridden VW Group. There, he assured that he wanted to help and promised new funding for electric vehicles. However, it is not that simple because subsidies require the approval of the EU. This week, Habeck has been invited to the crisis summit of the automotive industry. This could represent the turning point for the struggling automotive industry. Valuations in the sector are at their lowest in years. Where are the opportunities for investors?
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Commented by Armin Schulz on September 16th, 2024 | 07:30 CEST
Commerzbank, Prismo Metals, Volkswagen - Interest rate decision winners and losers
The European Central Bank has cut interest rates for the second time this year, and the US will likely follow suit. This means pressure for banks but a positive outlook for precious metals. However, this could be a huge opportunity for the beleaguered automotive industry: Cheaper financing for consumers makes car loans more attractive and leads to rising sales figures. Lower interest rates could rev up the car manufacturers' engines and get the industry back on track. We will therefore take a closer look at Commerzbank, a precious metals and copper company, and finally, Volkswagen.
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Commented by Juliane Zielonka on September 13th, 2024 | 08:00 CEST
E-mobility, copper boom, and chemical crisis: Rheinmetall, Prismo Metals, and BASF showcase industry trends
Rheinmetall's share price has risen by 438.95% since the start of the Ukraine conflict. Now, the Company is looking far beyond the defense industry. From electric coolant pumps for hybrid vehicles to hydrogen recirculation blowers for fuel cells, Rheinmetall is positioning itself as a pioneer in key technologies for sustainable mobility. This demand is significantly impacting the need for copper. Here, Prismo Metals is positioning itself as a strategically ideal partner with projects in Mexico and the US. While BASF seeks to secure its competitiveness with these measures, this also raises questions about the future of the chemical industry in Europe and the impact of strict climate regulations on global corporations.
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Commented by André Will-Laudien on September 11th, 2024 | 07:15 CEST
Caution: The next commodity rally boosts Globex but brings higher costs for VW, BMW, and BYD!
The price of copper exceeded the USD 9,000 mark again in September, and future prices remain stable above the USD 9,400 mark. This makes it clear to high-tech manufacturers and producers of alternative energies that the desired electrification will cause significantly higher costs than anticipated. Despite the global economic stagnation, commodity prices remain high. This is mainly due to the general increase in operating costs in mining operations. Energy, material, and personnel costs have seen the most significant increases in over 30 years since 2020. Major consumers of industrial metals, in particular, are now having to dig deeper into their pockets. For some, this is feasible, but for mass producers such as Volkswagen or BYD, this means increased pressure on margins. Where are the opportunities for investors?
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Commented by Juliane Zielonka on September 2nd, 2024 | 07:55 CEST
Globex Mining, Bayer, and Plug Power - Which company offers the best return with low risk?
Investors understand the interplay between risk and return. Which sectors offer high returns? The Canadian commodities company Globex Mining skillfully balances risk and return in the commodities sector with its diversified portfolio of over 200 commodities projects in North America and Europe. Its setup is akin to a mini-version of Berkshire Hathaway. Bayer AG is tapping into new growth opportunities in the pharmaceuticals sector with its Phase III study for a lung cancer drug. This is much needed as numerous patents are expiring. Plug Power, a pioneer in hydrogen technology is putting all its eggs in one basket - with the potential for huge profits but also considerable losses, as evidenced by the share price plunge from USD 70 in 2021 to currently below USD 3 shows. Which company offers the best return with low risk?
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