Commodities
Commented by Stefan Feulner on August 25th, 2022 | 10:38 CEST
Rock Tech Lithium, Globex Mining, XPeng - Time to act
It is all or nothing for climate change. The supply of critical raw materials is already barely guaranteed in the Western world for many urgently needed materials. Dependence on China is crushing. The Canadian government has now signed memoranda of understanding with German automakers Volkswagen AG and Mercedes-Benz Group AG to develop supply chains for nickel, lithium, cobalt and other key minerals used in electric vehicles. At least this is a first step, but it will be far from sufficient. The primary beneficiaries, on the other hand, are the mining companies, especially in North America.
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Commented by Nico Popp on August 23rd, 2022 | 12:23 CEST
When will these stocks be let off the leash? TUI, Barsele Minerals, ThyssenKrupp
All investors have probably experienced this phenomenon at some point or another: Operationally and fundamentally, companies are making really good progress. But the share price does not get going. We explain whether this is a warning signal and how investors can deal with such a situation. Today we look at the travel group TUI, which currently has little travel fever priced in, the steel group ThyssenKrupp, which is suffering from the energy crisis, and Barsele Minerals, where a valuable gold project is not yet putting its horsepower on the road.
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Commented by Nico Popp on August 22nd, 2022 | 13:28 CEST
Gambler stocks are back: Bed Bath + Beyond, Tocvan Ventures, Steinhoff
Would you put around USD 25 million into a stock? Probably not! In fact, it is not a good idea to go "all in" like in a casino, especially with speculative stocks. But one US student may have done just that with borrowed money - and made a profit of USD 110 million within a few weeks. We explain how private investors should deal with meme and other gambler stocks, using three shares as examples.
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Commented by Stefan Feulner on August 15th, 2022 | 12:26 CEST
Long-term bottom reached? - Barrick Gold, Manuka Resources, Newmont
In 2022, a stock market year characterized by geopolitical uncertainties and major inflation concerns, investors were definitely wrong if they followed the old stock market adage "Sell in May and go away". Although the German stock market barometer DAX only marked a new low for the year of 12,385 points in July, it has since risen steeply by around 1,500 points. The precious metal gold was also able to turn around after a successful test of the critical support zone at USD 1,680 per ounce and set off for new highs after breaking through the USD 1,800 mark.
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Commented by Nico Popp on August 15th, 2022 | 10:43 CEST
Who benefits from recession and inflation? BASF, Viva Gold, K+S
The market is currently staging a minor bear market rally. The reason: Falling energy prices and the first signs of lower inflation are fuelling hopes that the central banks may pause their interest rate turnaround sooner than expected. The prospect of a soft landing for the global economy has even sent cyclicals rising again in recent days and weeks. But what if inflation stays or the economy shrinks significantly in 2023?
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Commented by Stefan Feulner on August 11th, 2022 | 10:57 CEST
BYD, Edison Lithium, Albemarle - It is getting problematic
The electrification of transport and the replacement of the combustion engine are essential to achieve the proclaimed climate goals of politics. Batteries are one of the main components of electromobility. According to a study by the consulting firm Roland Berger, the global market for lithium-ion batteries will grow by 30% per year until 2030. But electric car manufacturers are already struggling with the scarce metal lithium. Prices are skyrocketing and demand is far outstripping supply. Lithium producers are likely to continue to be the primary beneficiaries in the coming years.
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Commented by André Will-Laudien on August 8th, 2022 | 13:18 CEST
Climate change brings GreenTech stocks into focus: Varta, Nordex, JinkoSolar and Globex Mining
More than three quarters of the world's population lives in countries that do not support Western sanctions against Putin. In countries like China, India, Brazil, South Africa and many more, there is little sign of Western morality, restrictions, shortages and price explosions. If anything, the measures imposed by the United States and the EU against the aggressor have strengthened these states and provided their own economies with complex conditions. As a result, the coming recession will be more local and most severe in those areas where energy supplies and replenishments are tight. The markets have long since reacted, and most commodities - with the exception of energy - have already undergone a major correction. If one wants to be successful on the stock market today, one must think in new paradigms because globalization is currently making a huge roll backwards. Where are the opportunities?
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Commented by Stefan Feulner on August 8th, 2022 | 10:10 CEST
Analyst comments on BYD, Barsele Minerals and Rheinmetall
After the significant correction since the end of February due to the outbreak of the war in Ukraine, stocks have been clearly on the rise again since the lows in mid-June. The Dow Jones gained around 12% in recent weeks. The number season for the second quarter is also surprisingly positive. Already several experts have called the end of the bear market. Analysts were also extremely optimistic for the rest of the fiscal year following the results.
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Commented by Nico Popp on August 4th, 2022 | 13:14 CEST
Currency crash? Here's what opportunities look like! Barrick Gold, Globex Mining, PayPal
Those who bet on gold at the beginning of 2022 are sitting on single-digit losses today. The setbacks are more pronounced for classic stocks. Even blue chips have generally lost double digits. So in relative terms, gold has done very well - especially against perceived competition from the crypto camp. We present opportunities for investors to invest around alternative currencies now.
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Commented by André Will-Laudien on July 29th, 2022 | 09:57 CEST
Inflation, gold and silver - The pot is bubbling: Barrick Gold, Manuka Resources, First Majestic, Standard Lithium
The set-up for rising precious metals could not be better at the moment. Due to the enormous price surges for energy and technical equipment, the operating costs of mines are increasing, and exploration is also becoming more expensive. In the medium term, this should lead to declining production in the precious metals sector, especially since prices have been falling significantly for some time. However, physical availability is not given at the low spot prices, as an ounce of silver is currently still traded between EUR 23 and EUR 28. The converted spot price would be around EUR 19. We have interesting commodity stocks in focus.
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