Copper
Commented by Fabian Lorenz on September 17th, 2025 | 07:25 CEST
CAUTION with Nordex and thyssenkrupp! ENTRY OPPORTUNITY with Power Metallic Mines!
Commodity stocks remain promising. They are the backbone of technological progress—especially in an AI-driven world. And precious metals are considered a safe haven. Power Metallic Mines benefits from both trends with its world-class multi-metal project. After months of consolidation, new drilling results could boost the share price, as was the case last year. Caution is advised with Nordex, however. Although this year's surprise stock is impressive with its strong operating business and high order backlog, headwinds from political risks are increasing. Trump in the US and Merz in Germany are weighing on sentiment in key markets. But analysts still recommend buying? At thyssenkrupp, the expected IPO of the naval division TKMS is drawing closer. Full order books support the story, but with Rheinmetall entering the shipbuilding business, competitive pressure is growing significantly.
Read
Commented by Armin Schulz on September 9th, 2025 | 07:25 CEST
From ore to energy: How BYD, Power Metallic Mines, and Siemens Energy are benefiting from the energy transition
The global energy transition is not only sparking hope but also a race for scarce raw materials. Nickel, cobalt, copper, lithium, and rare earths are becoming the backbone of batteries and wind turbines, while geopolitical tensions over supply chains are driving up prices. Those who position themselves in time could benefit from the redistribution of global power. This is particularly exciting for companies that either secure access to these resources, develop technologies for their use, or play a decisive role in the value chain, such as BYD, Power Metallic Mines, and Siemens Energy.
Read
Commented by Stefan Feulner on August 26th, 2025 | 07:15 CEST
Freeport-McMoRan, Desert Gold Ventures, Rio Tinto – Investing in the future
What happens after Jackson Hole? Following Federal Reserve Chairman Jerome Powell's speech, which boosted the markets with the prospect of possible interest rate cuts later this year, Nvidia's earnings report on Wednesday will take center stage this week. Any disappointment could cause recent gains to vanish into thin air. Meanwhile, the price of gold remains stable and, after a brief sideways movement, could take off to new heights.
Read
Commented by Fabian Lorenz on August 22nd, 2025 | 07:05 CEST
EXCITEMENT at RENK and Power Metallic Mines! Sell SMA Solar shares now?
Power Metallic Mines shares have risen by around 30% in recent weeks. According to the CEO, however, this is likely to be just the beginning. Operational progress in developing the world-class multi-metal project discovered last year could lead to a dynamic turn by the end of the year. Perhaps last year's 200% gain will even be repeated? RENK shares have gained over 200% in the current year alone. To ensure long-term success, the gearbox specialist aims to expand its business model and offer smaller autonomous tanks, among other things, in the future. SMA Solar shares have performed surprisingly well this year. Can the rally continue, or will the skeptical analysts ultimately be proven right?
Read
Commented by Armin Schulz on August 14th, 2025 | 07:05 CEST
How Volkswagen, Power Metallic Mines, and Nordex aim to conquer the trillion-dollar energy transition market
Electrification is driving an unprecedented demand for raw materials. Lithium, cobalt, and rare earths are the new oil - essential for electric vehicles, wind turbines, and our climate-neutral future. But global dependencies and trade conflicts threaten to disrupt supply chains. Those who secure strategic supplies will dominate the transition. Today, we look at three companies that are benefiting from the energy transition – Volkswagen, Power Metallic Mines and Nordex – and analyze their current situation.
Read
Commented by André Will-Laudien on August 6th, 2025 | 07:20 CEST
Inevitable: High-tech and AI require strategic metals! Share price gains at Siemens Energy, Nordex, and Power Metallic
The availability of strategic metals is geopolitically risky because China controls the global market for most of these raw materials, from extraction to processing. The EU and the US are increasingly facing the problem that geopolitical conflicts and export restrictions can quickly lead to supply bottlenecks and price spikes. The COVID-19 pandemic and the war in Ukraine have painfully exposed the dependence of Western industrialized countries. In addition, demand for strategic metals is growing rapidly. Experts expect demand for lithium, for example, to increase twentyfold by 2050. Anyone who wants to secure long-term innovation and prosperity, therefore, needs independent sources of supply and new players in the raw materials market. We are looking around!
Read
Commented by André Will-Laudien on July 14th, 2025 | 07:05 CEST
Stock market correction? Gold target raised to USD 4,500 – Barrick, Sranan Gold, Rheinmetall, and Strategy
The time seems ripe for new positions. While the major indices DAX-40 and NASDAQ recently reached new highs, gold, silver, and Bitcoin are about to open entirely new chapters. At over USD 38.50, silver recently hit a 14-year high, and chart analysis now indicates a breakout. Bitcoin, often referred to as digital gold, also hit new highs with prices above USD 118,000. Arguments such as war, debt and inflation are causing investors to flee to safe havens. In the equity sector, defense and high-tech stocks with AI exposure are among this year's best performers. Investors should slowly start to slow down here, as the risk of a correction is increasing. Those investing in gold should consider adding stocks like Barrick Mining and First Majestic Silver to their portfolio, but Sranan Gold is an absolute buy. We are becoming increasingly skeptical about Rheinmetall, as the momentum has run out! We can help you restructure your portfolio.
Read
Commented by Nico Popp on June 30th, 2025 | 07:40 CEST
Everything is going electric – and this detail could make investors wealthy: Power Metallic Mines, Rio Tinto, Freeport-McMoRan
The future is electric – heating systems and vehicles are already running on electricity today. Those with their own rooftop solar panels welcome this shift, as solar energy becomes essentially free after the initial investment. But this transition also requires massive investment. Experts at EY report that global electrification will require 115% more copper to be mined over the next thirty years than has been mined in all of human history. The scale of the challenge is, therefore, enormous. Making copper mining sustainable is even more so. But there are solutions.
Read
Commented by Fabian Lorenz on June 12th, 2025 | 07:10 CEST
Short squeeze, hedge funds, and summer rally: Plug Power, Novo Nordisk, Power Metallic Mines
Is Power Metallic Mines poised for a summer rally? There are certainly good reasons to believe so: Following the discovery of its world-class multi-metal project, the stock has consolidated healthily. At the same time, further positive drilling results were reported, followed by a massive expansion of the area this week. Now, an extensive new drilling program is getting underway. Plug Power has shown in recent days how quickly a stock can rise by 50%. The insolvency candidate has delivered several pieces of positive news, and a short squeeze could drive the stock further. At Novo Nordisk, investors are realizing that the sell-off in recent months may have been too severe. The stock is working on a new upward trend. A hedge fund and a partnership in the AI sector are providing tailwinds.
Read
Commented by André Will-Laudien on June 2nd, 2025 | 07:05 CEST
Madness: New tariffs - no, yes, or maybe not? Trump moves thyssenkrupp, Power Metallic, RENK, and Plug Power
The stock markets have rarely seen such volatility. At this point, there are multiple shifts in direction on every trading day, triggered by the latest headlines from the White House. Last week was almost entirely about tariffs, with Putin's war and Trump's peace promises already forgotten. The world continues to live in uncertainty due to the prevailing war scenario, with no stone left unturned. This environment makes it clear: secure supply routes for raw materials will be essential in the coming period. In the defense industry in particular, metal shortages could become a showstopper. Investors can benefit from the current trends through careful selection as Western industrialized nations are stepping on the gas. Where are the big return generators hiding?
Read