Commodities
Commented by André Will-Laudien on February 24th, 2025 | 07:00 CET
Chancellor election 2025 - now it is getting exciting! Explosive news at Palantir, D-Wave, European Lithium, and SAP
Germany has voted. With 28% of the vote, the CDU leaves the field as the winner. However, difficult coalition talks will now follow. Those expecting a lot of "change" may still be disappointed because many urgent topics do not seem urgent enough yet. How the CDU will proceed with the blocking parties will become an exciting topic in the coming weeks. The stock market experienced a slight dip on Friday, indicating that investors, accustomed to a bull market, are shifting to the safe side before the election results are clear. After all, as of Friday, around 30% of eligible voters were still undecided. Some stocks should be on the radar, as significant movements are expected.
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Commented by Juliane Zielonka on February 21st, 2025 | 07:00 CET
RWE, First Nordic Metals, and Siemens Energy: Europe's new energy independence is gathering pace
Germany is still feeling the effects of the sabotage of the Russian gas pipelines years later. Expensive energy costs are driving industry to the brink of ruin. Solutions are needed to bring the European country back to the forefront economically. Energy company RWE is setting a good example by launching large-scale battery storage systems in two cities that can provide energy for critical infrastructure within seconds. This project demonstrates how Germany is future-proofing its energy supply. First Nordic Metals is working to make Europe independent of raw materials and is conducting exploration projects with a focus on gold in Scandinavia. This precious metal offers a solid hedge, especially in times of crisis. Adam Cegielski, recently appointed president, strengthens the team with his 25 years of industry experience. Siemens Energy is banking on growth on the French coast: the Company is investing EUR 200 million to build offshore wind turbine rotor blades. This will not only create 200 new jobs but also send a strong signal for Europe's path toward energy independence.
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Commented by Juliane Zielonka on February 20th, 2025 | 07:20 CET
Rheinmetall, European Lithium, and Intel: Geopolitical tensions are shaping technology and commodity markets
The tensions between the US and Europe in the context of the Ukraine conflict are already showing far-reaching economic changes on both sides of the Atlantic. The EU is preparing an enormous EUR 700 billion aid package for Ukraine. Given this news, the share price of the German arms company Rheinmetall is continuing to rise. After breaking through the EUR 900 mark, analysts expect four-digit prices in the near future. Europe needs to become less dependent on raw materials. With the explorer European Lithium and its lithium property in Carinthia, Austria, this can be achieved step by step because the demand for the battery metal is unabated. On the other side of the Atlantic, semiconductor giant Intel is undergoing major restructuring: a possible split caused the share price to jump by 13%. This may enable Intel to regain its competitiveness against rivals such as AMD and Nvidia.
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Commented by Fabian Lorenz on February 20th, 2025 | 07:10 CET
Renk in a SUPERCYCLE! Elon Musk wants gold! USD 3,500 an ounce? Barrick off to a good start, but Globex Mining does better!
Will Renk shares soon reach an all-time high? The EUR 30 mark was broken yesterday. According to analysts, the defense stock will likely continue its FOMO rally. Like Hensoldt and Rheinmetall, the transmission manufacturer is in the supercycle. There is also news from Elon Musk. He wants to examine US gold reserves! This is once again leading to conspiracy theories – this time, the question is whether there is actually gold in Fort Knox. Meanwhile, experts see the gold price marching towards USD 3,500. The rally has now even reached the crisis-stricken Barrick Gold, with the stock climbing after recent announcements. Is all the bad news priced in? The stock of Globex Mining is performing significantly better than Barrick. And at the mine incubator, the price is being driven by positive newsflow. With its risk-diversified commodity portfolio, the stock still has potential.
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Commented by Armin Schulz on February 20th, 2025 | 07:00 CET
BYD, Benton Resources, Nordex – Copper Boom: The hidden treasure of the greentech industry
In a world balancing between climate targets and geopolitical tensions, three companies are working on the future of the energy and mobility transition and depend on critical raw materials like copper. While the 2025 German federal election is reigniting the debate on renewable energies – with demands for clear framework conditions for wind power and critical voices from the political arena – other players are pushing ahead with disruptive technologies. BYD showcases the future with AI-driven assistance systems. Benton Resources is unlocking key resources for green technologies like copper, nickel, zinc, and gold, and Nordex receives record orders despite uncertain markets. These companies have more in common than their focus on sustainability: they represent a new era of innovation in which strategic decisions made today determine tomorrow's competitiveness.
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Commented by Armin Schulz on February 19th, 2025 | 07:35 CET
thyssenkrupp, Golden Cariboo Resources, Intel – Which comeback strategy will pay off?
In a world where raw materials are becoming scarcer, markets more volatile, and technologies more disruptive, companies face a threefold challenge: they must transform, innovate, and, at the same time, preserve their roots. This balance between tradition and the future currently shapes three publicly traded companies that could not be more different – yet all three have long histories to look back on. thyssenkrupp, a former industrial giant, is in the midst of a transformation. Golden Cariboo Resources, with its "Quesnelle Gold Quartz Mine," can trace its history back to 1865 and has recently presented exciting drilling results. Meanwhile, Intel, a semiconductor giant, is grappling with the aftermath of a technological sprint that has catapulted the industry into a new era.
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Commented by André Will-Laudien on February 19th, 2025 | 07:00 CET
Defense and critical metals – the pressure is rising! Where are Rheinmetall, Renk, Hensoldt, and XXIX Metal headed?
Since August 2023, the Chinese government has continuously issued export control measures for high-tech metals that are important for the semiconductor industry and green technologies. The sharp rise in energy commodities is hindering electrification projects. Copper is indispensable for these projects and will become one of the key raw materials in the coming years, around which innovations revolve. The red metal is an essential component of a completely new energy infrastructure, and trends such as Web 3.0, high-performance computing, cloud computing, and artificial intelligence are exacerbating the scarcity situation. The tech giants, worth billions, want to invest because they need the infrastructure for their business. In Europe, the defense industry is on the verge of reaching new all-time highs. A closer look is required.
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Commented by Armin Schulz on February 18th, 2025 | 07:00 CET
Palantir, First Nordic Metals, Barrick Gold – WATCH OUT: These stocks are on the move!
The tech industry celebrates Palantir as an AI pioneer: With a 390% price increase in 2024 and a forecast of USD 3.75 billion in revenue in 2025, the Company is convincing with its government and commercial AI solutions – but the P/E ratio of 600 raises sustainability questions. Meanwhile, First Nordic Metals is building on exploration momentum in the Scandinavian gold sector: new anomalies and cost-efficient drilling techniques are driving the stock. Barrick Gold, in turn, combines robustness (19% revenue growth) with geopolitical challenges in Mali and long-term, large-scale projects. We take a look at which companies offer potential and where valuations could be too high.
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Commented by Armin Schulz on February 17th, 2025 | 07:30 CET
TUI stock weak after numbers – Nova Pacific Metals and Super Micro Computer fare much better
The latest quarterly figures from TUI disappointed investors. Despite optimistic booking forecasts, the share price corrected by up to 17% within two days after the expected revenue targets were missed. This raises questions about the sustainability of the travel Company's comeback, which most recently wanted to appeal to new customer groups with low-cost offers. Nova Pacific Metals and Super Micro Computer present a very different picture. Nova Pacific's share price rose by over 80% within three days. Super Micro is raising hopes of a turnaround despite delisting risks due to a new auditor and attractive AI prospects – supported by a low P/E ratio of 10. We take a closer look at the three companies.
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Commented by Juliane Zielonka on February 14th, 2025 | 06:45 CET
Globex Mining, Intel, D-Wave: AI Revolution Drives Resources and Semiconductor Market
The course for the future of AI was set this week in France, where 1,500 representatives from politics and business gathered for the international AI summit. The AI revolution is driven by immense energy and semiconductor demand that Europe, with its current energy policy, cannot fulfil. The commodities rally for energy generation is gaining momentum to power the immense data centers. Ideal timing for the explorer Globex Mining, which, with its portfolio of strategic commodities, is a mineral bank for investors. With a strong diversification of commodities and precious metals, there is something for practically every energy requirement. Intel, on the other hand, could experience a recovery through cooperation with TSMC. The stock suffered a 60% decline last year. Quantum computing pioneer D-Wave demonstrates that practical applications of the technology are already in use today. In an open letter, CEO Baratz addresses investors.
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