Commodities
Commented by Armin Schulz on April 30th, 2025 | 07:05 CEST
The new gold rush: Barrick Gold, Globex Mining, and Rio Tinto are forging the supply chains of tomorrow
Global markets are trembling: trade wars are tearing supply chains apart, raw materials are becoming weapons, and gold is shining as the savior in times of crisis. With a record high of over USD 3,500 per ounce, the precious metal is taking centre stage - driven by inflation, geopolitical shock waves, and greedy central banks. Yet, in the background, a new power dynamic is taking shape: companies that are not only developing deposits but also forging the future of resource security. This is where it will be decided who pulls the strings in the chaos of trade blockades – and who becomes a pawn. Three players are suddenly in the spotlight: Barrick Gold, Globex Mining, and Rio Tinto.
Read
Commented by Fabian Lorenz on April 7th, 2025 | 07:30 CEST
100% price opportunity or short attack? Deutz, Bayer, Power Metallic Mines
Tension is rising at Deutz! While analysts are significantly raising their target price, short sellers are getting into position. Is it worth getting back in now? After all, the share price has corrected significantly. An interesting entry opportunity currently seems to be emerging at Power Metallic Mines. Under the name Power Nickel, the Company made headlines in 2024. Drilling uncovered not only massive nickel deposits but much more - and this is said to be just the beginning. The current price decline is an opportunity. In contrast, Bayer is simply unable to escape the negative headlines. The legal disputes will likely last at least until 2026. Nevertheless, analysts recommend buying the stock.
Read
Commented by Fabian Lorenz on April 7th, 2025 | 07:10 CEST
New gold rocket ahead of takeover? Tocvan Ventures stock on the heels of Barrick Gold & Co.
While Donald Trump escalates the tariff war, gold continues to shine with ever-higher prices. Even Friday's correction is unlikely to change that. An ounce of gold is trading solidly above USD 3,000 – and rising. This puts gold explorers back in the spotlight for investors. A lesser-known player could become a real gold rocket in 2025: Tocvan Ventures. Its project in Mexico is at an advanced stage and is to be developed into a world-class operation. High-grade deposits have recently been reported again, which could significantly increase the gold resource. In addition, a pilot mine is to be launched in 2025, which could make the Company a takeover candidate. The stock has jumped and still has plenty of room to run higher, especially compared to peers. Currently, this represents an exciting buying opportunity.
Read
Commented by Armin Schulz on March 26th, 2025 | 07:10 CET
Volkswagen, European Lithium, BYD – Lithium as a winner in the crisis: Why analysts are predicting a rally despite the chaos
The global energy transition is catapulting lithium into the spotlight. As an indispensable raw material for batteries, the electrification of mobility and energy infrastructure has fueled demand enormously. But after the hype, prices plunged from record highs to below USD 10,000. Now, there are increasing signs of a trend reversal: Production cutbacks, a predicted demand explosion of around 20% this year, strategic investments by large corporations, and technological leaps in extraction could curb the oversupply. Is lithium on the verge of returning as the scarce "white gold"? The stage seems to be set for a revaluation of the market.
Read
Commented by Armin Schulz on March 24th, 2025 | 07:10 CET
Barrick Gold, Golden Cariboo Resources, Deutz – Seeking a safe haven? Gold shines, Weapons boom!
In turbulent times, investors flee to safe havens – but in addition to gold, defense stocks are now taking center stage. The price of gold is climbing to record levels in the face of geopolitical crises, trade conflicts, and a weakening US dollar, supported by demand from emerging markets such as China and India. At the same time, defense companies are booming: military spending is rising globally, NATO commitments are fueling the market, and complex supply chains are exacerbating scarcity. Companies like Rheinmetall are shining with record share prices and competing with gold as a crisis investment. A new era of hedging is dawning, in which both precious metals and weapons technology are becoming symbols of risk-averse capital.
Read
Commented by Fabian Lorenz on March 19th, 2025 | 07:10 CET
Gold price above USD 3,000! Stocks on the verge of a breakout! Barrick Gold, TUI, Benton Resources!
Gold investors are cashing in! The gold price seems to be holding above the magic mark of USD 3,000. Now is the hour of gold producers and explorers! Even the Barrick Gold share is on the verge of a breakout. Management has made bullish statements about the future in the context of the annual figures. With its copper-gold project, Benton Resources is a "small" Barrick. The ongoing drilling program ensures continuous news flow. With its location in legally secure Canada, Benton is becoming more and more of a takeover candidate with each increase in resources, perhaps by Barrick? TUI shares could also be on the verge of a breakout. Due to the market sell-off, an important message seems to have been completely lost in the past few weeks. Buy now?
Read
Commented by Stefan Feulner on March 18th, 2025 | 07:20 CET
Barrick Gold, Golden Cariboo, Alamos Gold – Gold stocks on the verge of a breakout
Last week, history was made on the stock market. For the first time, the price of gold rose above the magical mark of USD 3,000 per troy ounce. Escalating trade wars, the announcement of punitive tariffs, and the continued geopolitical uncertainty fueled demand for the yellow precious metal. The primary beneficiaries of this boom are gold producers and exploration companies, which, however, are lagging in terms of price performance against the strike price and, therefore, have a high catch-up potential.
Read
Commented by Fabian Lorenz on March 12th, 2025 | 06:50 CET
AGAINST THE SELLOFF: Renk "reloading", Barrick Gold positive, Desert Gold share set to multiply?
Safe havens like gold and armaments? Although the gold price was initially unable to benefit from Monday's selloff, buy recommendations are piling up in the sector. Analysts believe that Desert Gold's share price could multiply. Currently, the stock is still valued using a worst-case scenario, even though the reality in West Africa has improved significantly. Barrick Gold is also benefiting from this, with UBS recommending buying and expecting gold production to increase. Could an acquisition of Desert Gold play a part in this? Despite the massive price increases in recent weeks, defense stocks are holding up well in the selloff. For Renk, analysts are raising the price target, suggesting that the stock could rise further.
Read
Commented by André Will-Laudien on March 11th, 2025 | 07:10 CET
Olalla! And here comes the consolidation! Are these already buying opportunities for SMCI, Benton Resources, Palantir, and Meta?
Whenever investors use the term "one-way street", the market tends to correct. This time, several factors were at play, such as failed peace efforts, rising debt, increasing interest rates, and the threat of tariffs from the Trump administration. All four points have a long-term recessive effect, as they weaken consumer sentiment and purchasing power due to higher interest rates and product payments. In the short term, they also weigh on overheated growth portfolios. It is, therefore, worthwhile to take a closer look at the well-known protagonists. After all, buying opportunities arise time and again – timing is key!
Read
Commented by Armin Schulz on March 10th, 2025 | 07:55 CET
thyssenkrupp, Globex Mining, Super Micro Computer – Defense, critical raw materials, and the AI boom drive profits
As the world moves towards a new era of tariffs, resource wars, and technology hegemony in 2025, there are three companies that can profit from the current hot topics. The EU has not only expanded its list of critical raw materials but has also announced billion-euro investments in domestic supply chains. This shows how important access to critical raw materials is for keeping one's economy running. Thyssenkrupp is taking advantage of the demand for high-security technology for maritime projects, Globex Mining is controlling key raw materials for high-tech projects and decarbonization, and Super Micro Computer is cooling the servers that are making the AI boom possible in the first place.
Read