Commodities
Commented by Armin Schulz on August 6th, 2025 | 07:05 CEST
Interest rate poker and commodity chess: Deutsche Bank, Globex Mining, and Rio Tinto in focus
Geopolitical tensions are the new market standard, not the exception. Trade conflicts are escalating globally, tariffs are becoming a chess game over commodities and influence, and military shifts are destabilizing supply chains. At the same time, central banks are hesitating to cut interest rates despite lower inflation, keeping the pressure high. In this turbulent environment, an understanding of macroeconomic forces determines profit or loss. Those who read the signs will find opportunities. Which of these three players—Deutsche Bank, Globex Mining, and Rio Tinto—offers potential?
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Commented by André Will-Laudien on August 5th, 2025 | 07:10 CEST
Palantir, Rheinmetall, RENK, and Dryden Gold: Winners in the crossfire of trade war and NATO agenda
Tariffs, defense, and infrastructure! No wonder there is a considerable gap of around EUR 172 billion in the German federal budget between 2027 and 2029. Although the federal government is attempting to counter this with spending cuts, tax increases will ultimately be necessary, as migration and climate costs are also taking their toll. Those in government who now have to juggle everything at once are in for a rough ride! Government revenues are expected to continue to decline due to the sluggish economy and high inflation, meaning the government will face higher refinancing costs due to rising interest rates. For investors, this means that the price of gold is likely to increase further, making selective investments in precious metals a sensible move. We will briefly analyze whether there is still room for growth in the well-performing defense and military stocks.
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Commented by Fabian Lorenz on July 31st, 2025 | 07:20 CEST
BYD facing problems! 300% stock Steyr Motors delivers! Green light for Sranan Gold!
Steyr Motors appears to be delivering what shareholders were hoping for. Following the rapid rise in its share price this year, the Austrian company has now reported new orders. This could enable the Company to grow into its ambitious valuation. Gold explorer Sranan Gold is still attractively valued. The important drilling program will start soon. Is this also the starting signal for a rally in the share price? There is currently no talk of a rally at BYD. The Chinese company is facing challenges both in its domestic market and in Europe. In Europe, sales figures are falling short of expectations. Can new personnel and a revamped sales strategy bring about a turnaround?
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Commented by Nico Popp on July 31st, 2025 | 07:00 CEST
Who benefits from the customs agreement? Volkswagen, BASF, and Globex Mining
Is the customs agreement between the US and the EU a warning shot, as German Economics Minister Katherina Reiche says, or will the tariffs strike German industry at its core? The public debate about the customs deal, which includes 15% tariffs on EU goods, is in full swing. We examine the risks using the example of industrial giants Volkswagen and BASF and show that the agreement also has clear winners – Globex Mining's business model is ideally suited to the uncertain situation and could soon bring investors substantial returns.
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Commented by Armin Schulz on July 30th, 2025 | 07:20 CEST
Barrick Mining, Desert Gold, Newmont: Triple gold turbo for your portfolio
Gold is experiencing an unprecedented triumph in 2025. As a crisis-resistant store of value, the precious metal is outshining turbulent markets and setting new records. Driven by geopolitical tensions, interest rate cuts, and a weak dollar, demand from central banks and private investors is rising exponentially. Analysts are predicting a "golden decade" with further upside potential – not a short-lived flash in the pan, but a sustained rally. Investors looking to capitalize on this momentum would do well to focus on key players like Barrick Mining, Desert Gold, and Newmont.
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Commented by André Will-Laudien on July 28th, 2025 | 07:25 CEST
Gold and silver rally in 2025 – Panic buying ahead! Silver North, BYD, and VW in the fast lane!
Silver has long since ceased to be gold's little brother! Over the past 12 months, silver has clearly outperformed its big brother, rising 38% compared to a 27% increase in gold. This is due to several factors. Firstly, there are only around 240 active silver mines worldwide, compared to 1,350 gold mines. In recent years, silver has established itself as an industrial metal, as it is in high demand in high-tech, e-mobility, defense, and medical applications. This means that less and less of the coveted metal is left for the investment market, and physical stocks on the futures markets are also declining steadily. The time has therefore come to allocate some of your portfolio to silver, the little brother of gold, which has performed well. Silver explorers and developers offer the greatest leverage. Here are a few ideas.
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Commented by Fabian Lorenz on July 22nd, 2025 | 07:10 CEST
SURPRISE at Nordex! SFC Energy weakens! Will Power Metallic Mines shares start the summer rally?
Up 70% since the start of the year, Nordex shares have surprised even the most optimistic investors. Can the wind turbine manufacturer continue its winning streak? Strong order intake was recently reported. However, analysts remain cautious. In contrast, the summer rally we predicted for Power Metallic Mines is taking shape. The world-class multi-metal project is entering a new exploration phase, having significantly expanded its territory through a strategic acquisition. With positive news flow, it should head toward its high for the year. In contrast, some disillusionment has set in at SFC. The defense play is not growing as quickly as initially expected. What could halt the decline in the share price that began in May?
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Commented by Nico Popp on July 22nd, 2025 | 07:05 CEST
Top CEO warns of global economic crisis – Secure your portfolio now: Nel, Evonik, Dryden Gold
These are words that raise concern: Evonik CEO Christian Kullmann believes that the global economy is on the brink of an economic crisis due to constant tariff threats. The CEO is calling for greater economic freedom for companies in Germany, as investment is urgently needed after years of stagnation. Although Kullmann ends the interview on a hopeful note, the situation remains uncertain. We explain how investors can navigate this uncertainty and present stocks with promising prospects.
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Commented by André Will-Laudien on July 21st, 2025 | 07:20 CEST
150% with Gold, Caution in Defense stocks! BYD, AJN Resources - Are RENK and Steyr headed for a crash?
The stock market is currently experiencing fluctuations. While defense stocks are leading the performance list, precious metals have also been back in focus for several months. The reason: Currency devaluation is accelerating as inflation rates remain high. Now, there are rumors that Donald Trump may want to replace his hawkish monetary watchdog, Jerome Powell. Wall Street is betting that a more dovish figure will soon steer US interest rate policy. That would be the next rocket boost for stocks. However, risk-averse investors are increasingly turning to gold. In 2025, the price per ounce has already risen as high as USD 3,490. Due to low production costs, projects in Africa remain firmly in focus. One example is AJN Resources, which has recently refinanced and is repositioning itself in Ethiopia. Where do the real opportunities lie for dynamic investors?
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Commented by Fabian Lorenz on July 21st, 2025 | 07:10 CEST
ALERT for Nel ASA shares! Positive Sentiment at Siemens Energy and Zinc Play Pasinex!
Away from the big commodity and precious metal themes, an exciting stock is currently developing: Pasinex Resources. The Company owns high-grade zinc mines, and stable cash flows are expected to be achieved in just a few months. Additional projects are already in the pipeline, which could give this zinc play momentum in the second half of the year. Things have been running smoothly at Siemens Energy for years. More than 1,000% has been earned since the wind subsidiary ran into difficulties. Will Siemens Gamesa now also get back on its feet and contribute to growth? In contrast, there are no signs of growth at Nel ASA. The recent quarterly figures were disappointing, as both revenue and order intake are significantly below the levels of the previous year. Losses are rising. By now, investors should be hearing alarm bells.
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