Commodities
Commented by Carsten Mainitz on September 22nd, 2022 | 12:47 CEST
Allkem, Infinity Stone, FREYR Battery - Nobody can avoid these stocks!
The current energy crisis makes us painfully aware of how much we have slept through the restructuring of our energy supply in recent decades. The famous scientist Carl Sagan explained in a speech already in 1990, 32 years ago, why a restructuring of the energy supply makes sense completely apart from the effects of the greenhouse effect. Namely, reducing dependence on difficult supplier countries, increasing energy security by extension of fossil resources, and stimulating the economy by creating new industries. Now, finally, we seem to be on the right track. Shareholders can also benefit greatly - if they back the right horses.
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Commented by Stefan Feulner on September 21st, 2022 | 13:41 CEST
Rock Tech Lithium, Edison Lithium, Albemarle, Allkem - Defying the recession
Fears of a global recession continue to grow, with prices for commodities such as copper, lumber, cotton and even grains correcting sharply. In contrast, the lithium price continues to hold at a high level after the explosive rise at the beginning of the year. The reason for this is the continued strong demand from the electric car industry. In China alone, sales of electric cars amounted to 3.2 million units last year, and 5 million vehicles are expected to be delivered this year. In contrast, the existing supply of lithium resources is scarce. In addition to existing producers, the primary beneficiaries of this shortage are the exploration companies, which have already been able to secure attractive properties.
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Commented by Fabian Lorenz on September 21st, 2022 | 12:33 CEST
BYD, Varta, Globex Mining: Shares with diversification
Diversification reduces risks. This applies not only to investments but also to companies. BYD, for example, sells not only cars but also batteries, commercial vehicles and more. The focus is currently clearly on the car division, but the Chinese group is also stepping on the gas in its foreign expansion in other areas. With more than 200 holdings in the commodities sector, Globex Mining is also broadly diversified, and its cash holdings alone now account for a good half of its market capitalization. In addition, there is positive news from the projects. Varta is trying to diversify with its entry into battery production. However, the Company is not making any progress in this. Perhaps there will be news at an investor conference next week.
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Commented by André Will-Laudien on September 16th, 2022 | 12:52 CEST
German economy is in danger of crashing: E.ON, Globex Mining, Deutsche Bank and Commerzbank in focus
Germany's free-market decline continues vehemently. After using about 40% of imported gas for electricity in recent years, local utilities now lack real alternatives. Prices are rising dramatically, and gas, in particular, seems to know only one direction - up! The dependence on energy imports and the intended sanctioning is becoming a price driver for local utilities, electricity production and thus the entire economy. As yet, there is little evidence of the benefits of the said climate change; so far, only the cost increases are noticeable. Shareholders should be alert to which areas could soon be affected.
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Commented by Fabian Lorenz on September 14th, 2022 | 13:05 CEST
Analysts are bullish on BYD, less bullish on Varta and news from Infinity Stone Ventures
In terms of sales figures, BYD has already overtaken industry star Tesla. But the share could not benefit from this due to the partial sales of major shareholder Berkshire Hathaway. After the price slide, it now seems to be regaining its footing. Analysts are bullish and see great opportunities for the Chinese e-car maker in foreign expansion, among other things. Experts see few opportunities at Varta at the moment, and the chart is battered. Most recently, an analyst reduced the price target to EUR 65. The newsflow currently offers little hope. Infinity Stone Ventures is an entirely different story. The specialist for critical raw materials in Canada benefits from the political environment and is expanding its lithium areas. More news can be expected in the fall.
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Commented by Nico Popp on September 12th, 2022 | 14:46 CEST
Forget lithium! Now comes vanadium! Nordex, Manuka Resources, ThyssenKrupp
Since February 24 at the latest, a new era has also begun in Germany. While before that, it was still possible to avoid the energy turnaround somewhat, the war has changed everything. Fossil fuels are no longer just considered dirty, but also expensive. The energy turnaround that has been triggered is also shaking up the stock market. We present companies that could surprise positively and clarify how investors should best invest.
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Commented by Nico Popp on September 8th, 2022 | 13:22 CEST
1.5 trillion Dollar crisis or special boom? K+S, Globex Mining, JinkoSolar
Jochen Stanzl of trading house CMC Markets warned at the beginning of the week of a "Lehman Moment" in the energy sector. In Wednesday's Handelsblatt, this scenario was explained in detail. According to the Norwegian energy company Equinor, the total volume of all margins on the European electricity and gas market amounts to USD 1.5 trillion. Margins are security deposits in futures transactions. In this article, we outline the explosive power this offers, which supposedly safe sectors could suffer and where the blissful islands are.
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Commented by Fabian Lorenz on September 7th, 2022 | 13:29 CEST
Commodity shares K+S, Barrick Gold, Manuka Resources: Gold price at 50,000?
The price of a troy ounce of gold rises to USD 50,000. This scenario is probably the dream of every gold bull and also for companies like Barrick Gold and Manuka Resources. John Butler has proclaimed this price target. The Head of Treasury of TallyMoney and author of The Golden Revolution has described the scenario to reach this price target in an interview. The prerequisite is that the world moves to a gold standard monetary system. And this is not as unlikely as one might think because the economic dominance of the USA has been declining for years, and the BRICS countries are reportedly already working on a reserve currency. K+S is also currently under pressure. Price targets of analysts differ significantly.
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Commented by Juliane Zielonka on September 2nd, 2022 | 10:12 CEST
BYD, Globex Mining, Tesla - Run on commodities!
It is a time of extremes: extreme heat, drought, and prices in the gas and electricity markets. The run on commodities has begun, and investors should look closely at where growth will occur over the next 24 months. Globex Mining is one candidate that, thanks to its business model, covers diversified commodities directly with acreage in the US and Canada. That is sure to please Elon Musk. Through Tesla Powerwalls, Tesla turns its end users into power generators that supply energy to California's vulnerable electrical grid. The state is subject to temperatures so extreme that blackouts can occur. BYD is proving just how valuable an end-to-end production chain is in this day and age.
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Commented by André Will-Laudien on August 29th, 2022 | 10:43 CEST
Germany is turning into a desert: Desert Gold, BASF, K+S - Opportunities in the agricultural and gold sector
Germany is experiencing the best summer in decades, causing many to cheer, whilst farmers are becoming increasingly desperate. Not that we wish for bad weather, no - it is simply a matter of balancing the climate because a certain amount of precipitation at the right time is vital for our soils. However, the number of rainy days this summer could be counted on one hand, and some areas did not receive any precious water at all. Farmers will therefore harvest an average of 30% less, with some fruits threatening total failure. The problem has less to do with climate change and more with desertification, which has been caused by human intervention for centuries.
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