Copper
Commented by Armin Schulz on March 31st, 2025 | 07:00 CEST
BYD in the fast lane! The gold rally is boosting Benton Resources and Barrick Gold
Inflation is driving the markets, and debt mountains are growing – yet amidst the chaos, two commodities are shining: gold as a safe haven and copper, the secret driver of the energy transition. With the best conductivity after silver, copper is indispensable for e-vehicles, power grids, electricity storage, and renewable energies. While gold is chasing new records, the future of electrification is being decided on the copper front. Three companies are currently in the spotlight. BYD, a pioneer in electromobility; Benton Resources, a promising copper and gold explorer; and Barrick Gold, one of the largest gold producers, a beneficiary of the precious metal rally. Where does the greatest potential lie?
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Commented by Juliane Zielonka on March 28th, 2025 | 07:00 CET
Tariffs and Markets – Where investors should strike now with Power Metallic Mines, Steyr, and Vonovia
The new US tariffs on cars and goods have become a reality this week, and the markets are reacting with uncertainty: Companies like Power Metallic Mines, Steyr Motors, and Vonovia are in focus – their share prices are responding differently. This moment offers opportunities for investors. The Canadian junior explorer Power Metallic Mines offers long-term investors an exciting field of copper, gold, and valuable battery metals. Steyr Motors shines as a stable growth stock with a EUR 200 million order backlog in the defense sector, despite a price scandal. Vonovia attracts those seeking stability with a 4.2% dividend yield. However, the real estate crisis continues to erode the Company's fundamentals. Market sentiment is tense. The tariffs are testing the resilience of these companies – how they react could set the tone for the coming weeks.
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Commented by Fabian Lorenz on March 19th, 2025 | 07:10 CET
Gold price above USD 3,000! Stocks on the verge of a breakout! Barrick Gold, TUI, Benton Resources!
Gold investors are cashing in! The gold price seems to be holding above the magic mark of USD 3,000. Now is the hour of gold producers and explorers! Even the Barrick Gold share is on the verge of a breakout. Management has made bullish statements about the future in the context of the annual figures. With its copper-gold project, Benton Resources is a "small" Barrick. The ongoing drilling program ensures continuous news flow. With its location in legally secure Canada, Benton is becoming more and more of a takeover candidate with each increase in resources, perhaps by Barrick? TUI shares could also be on the verge of a breakout. Due to the market sell-off, an important message seems to have been completely lost in the past few weeks. Buy now?
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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 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 Fabian Lorenz on March 5th, 2025 | 07:30 CET
Hensoldt and Power Metallic Mines unstoppable! Buy AIXTRON stock after the price crash?
The success story is set to continue under a new name: Power Nickel has changed its name to Power Metallic Mines. In order to push ahead with the world-class multi-metal project at full speed, fresh capital has been raised. With new strong drilling results in the pipeline, the stock can now take off again. The price drop due to the capital increase represents an exciting entry opportunity. Investors certainly believe in higher prices. Hensoldt is currently skyrocketing. While the stock is being included in a new stock market index, analysts are running after the price and proclaiming a "new era". Will the momentum continue? At AIXTRON, analyst opinions are divided after the price crash. Is the stock a buy now? Management believes so.
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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 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 Juliane Zielonka on February 27th, 2025 | 07:20 CET
Copper as the key: Siemens Energy, Benton Resources, and Hensoldt are shaping the energy transition and security
Copper is a key factor in shaping the energy transition and security. The green transformation, in particular, is increasing demand. Siemens Energy is driving sustainable electrification and uses recycled material for circuit breakers in its energy transition products - a small step with a big impact. The Company is strengthening its market position in the circular economy and securing a billion-dollar order volume. The Canadian mineral exploration company Benton Resources is profiting from the raw materials boom and expanding its copper deposits in the Great Burnt project in Canada. Experts predict an imminent copper shortage due to the energy transition. Benton Resources can now position itself as a future supplier for this industry. Hensoldt, a specialist in sensor technologies in defense and aerospace, is deepening its drone expertise by cooperating with QinetiQ, thus ensuring geopolitical stability. Read on to find out how these companies combine sustainability, raw materials, and defense.
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Commented by Armin Schulz on February 25th, 2025 | 07:30 CET
Renk in the defense boom - Power Metallic Mines and BYD are also high flyers and uniquely positioned
In a world rapidly moving towards decarbonization, companies that have long operated in the shadow of well-known tech giants are suddenly in the spotlight. The EU's agreement on the Critical Raw Materials Act last year highlights how vital access to key resources and innovative manufacturing solutions has become. The stocks of the three companies presented here have one thing in common: they have risen significantly in recent weeks. Renk through high-precision technology for the defense and automotive industries, Power Metallic Mines through essential metals, and BYD through disruptive mobility concepts.
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