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Commented by Fabian Lorenz on February 23rd, 2023 | 15:17 CET

Nordex, American Lithium, Globex Mining, Nel - New stock favourites?

  • Mining
  • Commodities
  • Lithium
  • renewableenergies

The energy transition is fuelling the raw materials boom. Solar and wind energy, hydrogen and electromobility - raw materials such as nickel, rare earths, lithium and cobalt are needed for all future technologies. Companies like Nordex and Nel ASA need the raw materials. The Nordex share has had a challenging year. But analysts see the light at the end of the tunnel. The wind turbine manufacturer is introducing a new product. At Nel, experts advise selling, and the annual figures are due soon from the Scandinavians. In contrast, Globex Mining continues to be traded as an outperformer even after the 50% rally since November 2022. The quality of the resource projects is high, and the share is being revalued. American Lithium has also performed strongly since Q4 2022. The uranium subsidiary is expected to provide the next share price jump. However, bad news is coming from China for the lithium sector. This time, Tesla is not instigating the price war.

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Commented by André Will-Laudien on February 20th, 2023 | 13:49 CET

The Greentech rally continues: Shares of ThyssenKrupp, Manuka Resources, BYD and Varta in focus

  • Mining
  • Gold
  • Silver
  • Commodities
  • Electromobility

The pessimists among economists were proven wrong at the beginning of the year. No, the German GDP did not fall in 2022, but rose by a full 1.9%. Who would have thought that with the supply chain problems, growth would be possible at all? Due to the war in Ukraine, rising energy prices and record inflation, economic regeneration in 2022 turned out surprisingly better than expected. This is due to various special effects, such as restructuring our energy supply, which positively affected the German economy. So far, there has also been no gas emergency, which would have weighed heavily on industry. We look at opportunities in the emerging Greentech industry.

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Commented by Stefan Feulner on February 16th, 2023 | 22:05 CET

Encavis, Globex Mining, Freeport-McMoRan - Like in a fairy tale

  • Mining
  • Gold
  • Silver
  • Commodities

Germany still has 22 years to achieve its goal of climate neutrality. By then, electricity will be generated purely from the sun and wind, and buildings will be so perfectly insulated that they will no longer need to be heated. Cars will only be fueled by electricity or green hydrogen. On paper, the energy mix transformation reads simple, but the implementation seems almost impossible, given current developments. Massive problems are likely to arise in procuring critical raw materials, as global demand is already outstripping supply for many metals.

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Commented by Juliane Zielonka on February 16th, 2023 | 22:03 CET

Alerio Gold, Plug Power, JinkoSolar - Commodity boom for RE turnaround

  • Mining
  • Gold
  • Commodities
  • renewableenergies
  • greenhydrogen

The commodity market surged in 2022, driven by energy procurement shifts due to conflicts with Russia and China. Also, central banks continue to fight galloping inflation. One beneficiary of the crisis is precious metals, and companies like Alerio Gold specialize in mining them. The experienced team is working on three promising projects in Guyana. Companies like JinkoSolar are shaping the energy transition. Analysts predict a growth boom, especially for the Asia-Pacific region, as this is where most solar companies are conquering markets worldwide with innovative products. To expand its market power, Plug Power has chosen a renowned partner to further advance green hydrogen as an energy source.

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Commented by Armin Schulz on February 6th, 2023 | 07:46 CET

Nel ASA, Manuka Resources, TUI - Which stocks will take off in 2023?

  • Mining
  • Commodities
  • Silver
  • Gold
  • greenhydrogen

Shares are a popular form of investment that can hold a lot of potential. Particularly interesting are stocks that are positioned before a turnaround. This means that the Company has had difficulties in the past but is now expected to see positive changes in its business potential. These stocks can bring large profits if successful, as they often trade at lower prices and have great upside potential. However, it is important to thoroughly analyze the Company's financials and business model before investing in such stocks. We take a look at three promising titles.

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Commented by Nico Popp on January 26th, 2023 | 20:07 CET

Gold and war - rethink now! Barrick Gold, Globex Mining, Rheinmetall

  • Mining
  • Gold
  • Commodities
  • armaments
  • Growth

Gold is shining again. The weaker dollar and the existing geopolitical risks are boosting the precious metal. But how should investors invest? What opportunities are there off the beaten track? And: Given the crises, does gold have to be in the portfolio? We highlight three hot stocks and provide insights and outlooks on the gold price and the overall geopolitical situation.

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Commented by Stefan Feulner on January 26th, 2023 | 20:00 CET

Nordex, Manuka Resources, American Lithium - The profiteers of scarcity

  • Mining
  • Gold
  • Lithium
  • Commodities

Besides the raging war in Ukraine, the discussion about the energy industry of the future accompanies us daily. It has already been decided that renewable energies such as wind power and photovoltaics will be the way forward. Likewise, the move away from the internal combustion engine to battery-powered electric motors is in the bag. But the implementation problems will be with us over the next few years. Where will producers get the raw materials that are already in short supply? Another critical issue is energy storage. Here, too, there is an increasing demand for a raw material that is currently produced primarily in Russia and China.

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Commented by Armin Schulz on January 18th, 2023 | 10:46 CET

K+S, Alerio Gold, American Lithium - Which commodity stocks offer the most potential in the supercycle?

  • Mining
  • Gold
  • Commodities
  • Lithium

Commodities will outperform the other major asset classes, equities, bonds and currencies, in the new year. Goldman Sachs has been predicting a commodities supercycle for some time. Of course, not all commodities will perform equally well. There is a supply problem in some areas. In the US, for example, experts are critical of corn or soybean inventories. Therefore, we look at three companies and shed light on whether the commodity produced could experience a boom in 2023.

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Commented by Fabian Lorenz on January 17th, 2023 | 16:28 CET

Commodity stocks poised for a comeback? Barrick Gold, American Lithium, Globex Mining, Standard Lithium

  • Mining
  • Gold
  • Lithium
  • Commodities

Inflation is weakening, and the interest rate cycle is nearing its end. This argues for a comeback of gold mining stocks. In any case, the gold price is already pointing in the right direction. Now heavyweights like Barrick Gold must follow. Explorer shares offer disproportionate opportunities. However, Globex Mining is an interesting alternative for those who shy away from individual risks. With more than 200 investments in the commodity sector, the Canadians are positioned similarly to a fund. Currently, the cash balance alone corresponds to half of the market capitalization. In addition, there is positive news from the projects. The lithium sector is also starting to recover. Companies like Standard Lithium and American Lithium are recovering from the sell-off at the end of the year. In addition, takeover fantasy attracts.

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Commented by Stefan Feulner on January 4th, 2023 | 07:23 CET

Rheinmetall, Globex Mining, Brenntag - Just before the breakout

  • Mining
  • Gold
  • Commodities
  • Defense

The themes of the past year are likely to continue to dominate the markets in 2023. Despite excellent prospects, shares from the renewable energy and electromobility sectors corrected strongly and are currently trading at attractive long-term levels. Due to strong demand from this sector and the strengthening of the defense sector since the Ukraine conflict, commodity producers benefit in turn. In particular, companies from the Western world are likely to move closer into focus here.

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