Commodities
Commented by Stefan Feulner on February 10th, 2025 | 07:00 CET
BYD, Power Nickel, Rheinmetall – Top high flyers with further potential
After the outstanding stock market years of 2023 and 2024, many market participants assumed there would be a sharp correction on the stock markets at the beginning of the year. So far, however, both the DAX and the Dow Jones have proved the pessimists wrong and continued their upward trends despite increasing political and economic uncertainties. Although valuations in general, such as the Shiller P/E ratio, which is at the second-highest level in its history, already appear ambitious, there are still opportunities for disproportionate price increases in some companies.
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Commented by Fabian Lorenz on February 6th, 2025 | 07:40 CET
GOLD and ARMAMENTS unstoppable: Renk outperforms Hensoldt – Barrick Gold and First Nordic Metals with MOMENTUM
Gold and defense stocks are currently unstoppable. The gold price is now well above the USD 2,800 mark. Just in time for the record price, insider tip First Nordic Metals is starting its drilling program in Sweden. The stock has taken off, and investors can look forward to a lively news flow. Even gold giant Barrick is sending positive signals, and the stock is picking up momentum. "Gold has truly arrived as the ultimate store of value," the Barrick CEO said in an interview with Bloomberg. Defense stocks are also completely unfazed by Donald Trump's tariff threats. While Rheinmetall is trading at an all-time high, Renk seems to be leaving the downward trend behind and finally catching up. Hensoldt's performance is clearly being surpassed. Will the momentum continue?
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Commented by Fabian Lorenz on February 6th, 2025 | 07:20 CET
Puma, Nordex, and Power Nickel - Potential for a price jump? Analysts see opportunities in these stocks
Power Nickel's shares were among the commodity high flyers of 2024. The upward trend appears to be continuing in the new year. Power Nickel's high-grade Nisk project is increasingly turning into a gold mine with numerous valuable metals. To increase its value further, it will continue to drill and spin off non-core activities. Will analysts soon be raising their price targets? Puma shareholders have been waiting in vain for a price jump for quite some time. The sporting goods company is caught in a margin trap. The target prices are widely divergent. After difficult years, Nordex is actually doing well. But the US is becoming more and more of a concern. And now there is also a headwind in Germany.
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Commented by Armin Schulz on February 6th, 2025 | 07:00 CET
Deutsche Bank, Globex Mining, Rheinmetall – High-flying stocks for good reason
Amid geopolitical tensions, the looming trade war, and interest rate cuts by the ECB, there are still stocks that are not deterred by all the challenges and continue to rise. These high-flyers have either structured their business well or are taking advantage of megatrends such as commodities, which could be at the beginning of a supercycle, or the supply of defense equipment, which is in high demand given the tensions in the world. Investors who identify emerging trends early can make a lot of money, but those who enter the market later can still profit. The prerequisite for this is always a look at the fundamentals.
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Commented by Juliane Zielonka on February 4th, 2025 | 07:25 CET
RWE, Nova Pacific Metals, Alibaba - How wind power, raw materials, and AI will shape the future
The energy transition and technological progress are shaping the global economic landscape in the first quarter. The German energy company RWE is investing in an innovative offshore wind farm control center on the German North Sea coast that will control the growing fleet of wind turbines from 2026. Renewable energies consume a lot of copper in their construction, bringing the explorer Nova Pacific Metals into focus. The Canadian company is preparing to start drilling at its strategically important Lara VMS project with a high copper content on Vancouver Island. The timing is ideal, as global demand for copper will increase to 50 million tons by 2035 – driven by energy transition projects like those of RWE, where a modern wind turbine alone requires 30 tons of copper. With secured financing of CAD 2.86 million and experienced expertise in the team, the chances for the drilling and further measures are excellent. The Chinese retail giant Alibaba is duly recognized as a global technology leader by the US Fortune Magazine and is ranked 3rd in the Internet Services and Retail category. What the publishers considered particularly important has to do with an AI highlight...
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Commented by Armin Schulz on February 4th, 2025 | 07:10 CET
Siemens Energy, XXIX Metal, Volkswagen – Is the energy transition in danger due to US tariffs?
The euro is falling, mainly due to the recent interest rate cut by the ECB. This puts the interest rate difference at around 1.5%. At the same time, a trade war is looming due to the new US tariff policy. After America raised tariffs on imports from Canada to 25% and on energy to 10%, Justin Trudeau, in turn, raised tariffs by 25%. In addition, measures in the raw materials and energy sectors are being considered. For example, refineries may no longer process US oil. The Canadians supply 85% of their copper to the US. If supplies were to be stopped, this would potentially drive up copper prices and, at the same time, jeopardize the energy transition.
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Commented by Juliane Zielonka on February 3rd, 2025 | 07:00 CET
Apple, First Nordic Metals, Barrick Gold - Technology sector meets commodity markets in transition
The global economy is showing its dynamic side at the beginning of 2025. Apple presents strong quarterly figures with record revenue of USD 124.3 billion. The Services division, in particular, stands out with a growth of 14% to USD 26.34 billion. First Nordic Metals Corporation offers high gold exploration potential thanks to its properties in the Scandinavian countries of Sweden and Finland. In Mali, West Africa, on the other hand, the leading gold producer, Barrick Gold, is facing further difficulties with the Malian government. This geopolitical development highlights the shift towards raw material projects in politically stable regions, which also offer a significant tax advantage.
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Commented by Armin Schulz on January 30th, 2025 | 07:20 CET
Barrick Gold, First Nordic Metals, Commerzbank – The gold rally is fueled by falling interest rates
The gold price is once again on track for a new all-time high. A number of factors suggest that the rally will continue. The FED is expected to cut interest rates twice this year, central banks have been buying significantly more gold since 2022, and geopolitical tensions are fueling increased interest in the precious metal. In addition, Trump's policies could drive up inflation again in the long term, which would put the USD under pressure. This would also help the gold price. However, it remains to be seen whether the US central bank would actually cut interest rates twice. We are therefore looking at 2 gold companies and analyzing Commerzbank, for which the interest rate environment is very important.
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Commented by Armin Schulz on January 27th, 2025 | 07:10 CET
Volkswagen, Nova Pacific Metals, D-Wave Quantum – Is a trade war about to break out?
Donald Trump is the new president of the United States of America, and he is moving at a rapid pace. On his first day, he issued several decrees, and his inaugural address was also impactful. He announced tariffs on imports. Goods from Mexico and Canada will be subject to 25% customs duties. And tariffs of up to 60% are being considered for products from China. If the US isolates itself like this, China, in particular, could significantly restrict its raw material exports, and the trade war would be officially underway. The race for critical raw materials has already begun. Trump has already put out feelers to Greenland and Canada. Where will high-tech industries source their raw materials from in the future?
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Commented by Fabian Lorenz on January 27th, 2025 | 07:00 CET
Better than Nvidia! Vistra, Siemens Energy, Nordex, XXIX Metal
With a gain of 264%, Vistra Energy outshone Nvidia in 2024. Who would have thought that a "boring" stock could increase tenfold in less than four years. But the stock is benefiting massively from the AI hype. The same goes for the German company Siemens Energy. Both are still unstoppable in the new year. At the beginning of the energy value chain, commodity stocks have catch-up potential. One promising stock is XXIX Metal. The Company focuses on copper in Canada and has takeover potential. The stock has also been listed in Frankfurt since this month and recently published positive results. Nordex could become a Trump loser. US business accounts for a noticeable share of the bulging order book. What happens next?
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