Commodities
Commented by Fabian Lorenz on February 20th, 2025 | 07:10 CET
Renk in a SUPERCYCLE! Elon Musk wants gold! USD 3,500 an ounce? Barrick off to a good start, but Globex Mining does better!
Will Renk shares soon reach an all-time high? The EUR 30 mark was broken yesterday. According to analysts, the defense stock will likely continue its FOMO rally. Like Hensoldt and Rheinmetall, the transmission manufacturer is in the supercycle. There is also news from Elon Musk. He wants to examine US gold reserves! This is once again leading to conspiracy theories – this time, the question is whether there is actually gold in Fort Knox. Meanwhile, experts see the gold price marching towards USD 3,500. The rally has now even reached the crisis-stricken Barrick Gold, with the stock climbing after recent announcements. Is all the bad news priced in? The stock of Globex Mining is performing significantly better than Barrick. And at the mine incubator, the price is being driven by positive newsflow. With its risk-diversified commodity portfolio, the stock still has potential.
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Commented by Armin Schulz on February 20th, 2025 | 07:00 CET
BYD, Benton Resources, Nordex – Copper Boom: The hidden treasure of the greentech industry
In a world balancing between climate targets and geopolitical tensions, three companies are working on the future of the energy and mobility transition and depend on critical raw materials like copper. While the 2025 German federal election is reigniting the debate on renewable energies – with demands for clear framework conditions for wind power and critical voices from the political arena – other players are pushing ahead with disruptive technologies. BYD showcases the future with AI-driven assistance systems. Benton Resources is unlocking key resources for green technologies like copper, nickel, zinc, and gold, and Nordex receives record orders despite uncertain markets. These companies have more in common than their focus on sustainability: they represent a new era of innovation in which strategic decisions made today determine tomorrow's competitiveness.
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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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