Copper
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 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 Stefan Feulner on February 10th, 2025 | 07:00 CET
BYD, Power Nickel, Rheinmetall – Top high flyers with further potential
After the outstanding stock market years of 2023 and 2024, many market participants assumed there would be a sharp correction on the stock markets at the beginning of the year. So far, however, both the DAX and the Dow Jones have proved the pessimists wrong and continued their upward trends despite increasing political and economic uncertainties. Although valuations in general, such as the Shiller P/E ratio, which is at the second-highest level in its history, already appear ambitious, there are still opportunities for disproportionate price increases in some companies.
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Commented by Armin Schulz on February 4th, 2025 | 07:10 CET
Siemens Energy, XXIX Metal, Volkswagen – Is the energy transition in danger due to US tariffs?
The euro is falling, mainly due to the recent interest rate cut by the ECB. This puts the interest rate difference at around 1.5%. At the same time, a trade war is looming due to the new US tariff policy. After America raised tariffs on imports from Canada to 25% and on energy to 10%, Justin Trudeau, in turn, raised tariffs by 25%. In addition, measures in the raw materials and energy sectors are being considered. For example, refineries may no longer process US oil. The Canadians supply 85% of their copper to the US. If supplies were to be stopped, this would potentially drive up copper prices and, at the same time, jeopardize the energy transition.
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Commented by Fabian Lorenz on February 3rd, 2025 | 06:50 CET
Renk, Hensoldt, Newmont, Benton Resources: New RECORDS for gold and defense stocks
Will Hensoldt and Renk step out of Rheinmetall's shadow in 2025? At least both defense stocks have started the new year strongly. Analysts see significant price potential for Renk. Is there room for another 50%? Hensoldt could benefit from problems at Continental and Bosch. Both want to lay off employees, and plant closures are also possible. Hensoldt sees an opportunity to attract sought-after specialists. Even the gold price is unstoppable. But the big producers are hardly being sought, do Newmont and especially Barrick Gold have to invest more in takeovers again? How about Benton Resources? The Company is developing an exciting copper-gold project in Canada. Ongoing drilling programs offer upside potential.
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Commented by André Will-Laudien on January 29th, 2025 | 07:00 CET
Watch out! VW and BMW are turning, Benton Resources is stepping on the gas, while Nordex and Siemens Energy are on the sidelines
For the German economy, a 180-degree shift in economic policy is needed to stop the ongoing migration of industries abroad. However, this requires signs of a consistent refocusing on burning issues, which neither the parties with a claim to the government nor the opposition can really present. International investors have refocused on European markets at the beginning of the year, as reforms are expected. The premature praise for Donald Trump has generated new highs in the US, but now the NASDAQ seems to be running out of steam. Germany, as the laggard in terms of economic growth, offers very low valuations that have rarely been seen for longer periods. We highlight some opportunities.
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Commented by Fabian Lorenz on January 27th, 2025 | 07:00 CET
Better than Nvidia! Vistra, Siemens Energy, Nordex, XXIX Metal
With a gain of 264%, Vistra Energy outshone Nvidia in 2024. Who would have thought that a "boring" stock could increase tenfold in less than four years. But the stock is benefiting massively from the AI hype. The same goes for the German company Siemens Energy. Both are still unstoppable in the new year. At the beginning of the energy value chain, commodity stocks have catch-up potential. One promising stock is XXIX Metal. The Company focuses on copper in Canada and has takeover potential. The stock has also been listed in Frankfurt since this month and recently published positive results. Nordex could become a Trump loser. US business accounts for a noticeable share of the bulging order book. What happens next?
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Commented by Stefan Feulner on January 13th, 2025 | 07:00 CET
Nordex, XXIX Metal, D-Wave Quantum – Demand is driving prices
The decarbonization of the energy industry and the accelerated expansion of data centres for calculating artificial intelligence are creating a steadily increasing demand for energy sources that are as clean and efficient as possible. In addition to the ramp-up of solar energy, wind power plays a major role. The energy transition is leading to an enormous increase in the demand for copper. Forecasts assume that the demand for copper could increase by around 50–70% by 2030. By contrast, the past decade has seen a failure to meet rising demand by developing new projects. As a result, the few copper producers are likely to benefit from rising prices in the long term.
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Commented by André Will-Laudien on January 7th, 2025 | 07:30 CET
Super Rally 2025: Artificial intelligence, crypto and the hunger for energy! TOP performance with MicroStrategy, XXIX Metal, BYD and Mercedes
The sudden cancellation of the government environmental bonus for e-vehicles at the end of 2023 has led to a significant drop in the number of electric vehicles being registered. However, interest in electric vehicles remains, albeit constrained, partly due to the high prices of many electric models. New government measures are expected to boost electric mobility again starting in 2025, with potential incentives of up to EUR 3,600 – though the implementation will likely only happen after the elections. What is being treated as an election promise for Germany has become the norm for the rest of the world. The increasing demand for energy driven by the electrification of various sectors, from high-tech and artificial intelligence to the crypto arena, which is even now being considered as a "reserve currency," highlights how quickly the world is changing in this disruptive environment. However, what all economic and political trends have in common is the need for access to strategic metals, especially copper! Where are the opportunities for investors?
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Commented by Fabian Lorenz on December 27th, 2024 | 07:30 CET
Renk electric tanks with Rheinmetall? Buy Nordex shares? XXIX Metal profits!
Is electric mobility coming to the battlefield soon? This is likely to be only a matter of time. For example, Renk is already working on hybrid models that are expected to offer clear advantages in the field and could also be used to electrify Rheinmetall tanks in the future. In addition, the new transmissions pave the way for autonomous driving tanks. Electric vehicles are driving the demand for copper just as much as artificial intelligence and renewable energies. XXIX Metal is benefiting from this. The Company emerged from a merger this year and has become a leading player. The copper content of the projects, which already exists, is convincing. And what is Nordex doing? The wind turbine manufacturer has reported a new order. The stock has remained relatively stable throughout 2024. Analysts see upside potential, but there are also risks.
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