Commodities
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.
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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.
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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!
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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.
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Commented by Juliane Zielonka on March 6th, 2025 | 07:50 CET
Nova Pacific Metals, Super Micro Computer and Palantir: The invisible power of the AI future
Artificial intelligence is revolutionizing how companies produce, but who is driving this revolution? Companies like Nova Pacific Metals, Super Micro Computer, and Palantir provide the raw materials, hardware, and software that are the cornerstones of this turning point. Nova Pacific mines critical metals such as copper and gold in Canada. These are essential raw materials for the smooth operation of data centers. With its LARA project, Nova Pacific is planning its next big move – a versatile, mineral-rich area valued at around CAD 30 million. Super Micro supplies the servers for the AI boom in California, but legal troubles cloud growth, despite partnerships with industry giants like Nvidia. Palantir, on the other hand, is working with Société Générale, France's most important commercial bank, to protect the financial world against money laundering with AI-supported analysis – a testament to the power of its Foundry platform. These "hidden champions" are inextricably linked: from the valuable raw materials to the machines, they shape the AI future from the ground up. Which company will best master the balance between innovation and challenge?
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Commented by Juliane Zielonka on March 5th, 2025 | 07:25 CET
BYD, XXIX Metal Corp, Volkswagen – Copper crowns the electric boom
Electric mobility is gaining momentum worldwide, and copper is becoming an indispensable fuel for this energy transition. Without the metal, there would be a lack of batteries, electric motors, and the necessary infrastructure like charging stations. In the automotive sector, Chinese electric vehicle pioneer BYD is setting the course for its global expansion with a multi-billion dollar share issuance. The Company aims to produce 6 million vehicles in 2025. This boom will benefit the demand for raw materials such as copper. Here, the Company XXIX Metal shines. The Canadian copper explorer holds nearly 5 billion pounds of copper and could become a key player in this boom. Its name says it all: "XXIX" for the Roman numeral 29, which represents the atomic number of copper in the periodic table. Volkswagen can breathe a sigh of relief thanks to relaxed EU CO₂ regulations, but the Company is burdened by the planned US tariffs and technical setbacks. We provide the details.
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Commented by Armin Schulz on March 4th, 2025 | 07:00 CET
BYD, Nova Pacific Metals, Nordex – From raw materials to electric vehicles or wind turbines: The strategies behind the boom
In a world caught between climate targets and geopolitical tensions, three companies in seemingly different industries are driving the green transformation with disruptive technology and strategic foresight. In recent months, the EU has announced two infrastructure packages worth billions for renewable energies and critical raw materials. Whether e-mobility, mineral raw materials or wind power – they all share one goal: to redefine their sectors. However, the starting point is always the raw materials needed for the electrification of the world.
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Commented by Stefan Feulner on March 3rd, 2025 | 07:20 CET
Bloom Energy, Benton Resources, Alibaba – Exceptional performance
The scandal in the Oval Office between Ukrainian President Zelenskyy and US President Trump was a defining topic in recent days. The outcome remains uncertain from both a political and economic perspective. Will the missed peace talks now lead to a further downward spiral, or will negotiations be resumed, which could lead to an early end to the terrible war in Ukraine and a rally in the markets? Unaffected by global politics, several companies demonstrated strong momentum and could continue their upward trajectory.
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Commented by André Will-Laudien on February 27th, 2025 | 15:25 CET
NASDAQ rally continues! Now betting on AI with SMCI, Palantir, Nova Pacific Metals, and Microsoft
After a brief consolidation, the rally is continuing, but volatility is increasing. Alongside armaments, the topic of artificial intelligence (AI) remains a key driver of investor imagination. AI has rapidly advanced in recent years and is now an integral part of many areas of daily life. From personalized recommendations on streaming platforms to voice assistants and autonomous vehicles, AI technologies are already shaping numerous industries and parts of societal life. Particularly in the areas of healthcare, finance, manufacturing, and mobility, AI is opening up innovative solutions that increase efficiency and create new opportunities. Some companies are calling the shots. We offer a selective insight.
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Commented by Fabian Lorenz on February 27th, 2025 | 07:10 CET
Elon Musk, Donald Trump, and the GOLD MARKET! Barrick Gold and First Nordic Metals are rising! Even Novo Nordisk shares are in a gold rush!
No gold in Fort Knox? This crazy theory is currently being fueled by Donald Trump and Elon Musk. To uncover the secrets of the US gold reserve location, the two best friends plan to visit the site in person soon. Meanwhile, price targets of USD 3,500 for the precious metal are doing the rounds. Even Barrick Gold's stock is rising! Can the giant really solve a big problem? First Nordic Metals appears to be a more promising gold investment. The Company is focused on the European gold mining region of the future. The stock is only just being discovered by the capital market, and it is showing a lot of momentum. Novo Nordisk is also part of the "gold rush". The Norwegians are making billions with their weight loss injection. Problems at a competitor are causing a price jump.
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