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Commented by André Will-Laudien on March 31st, 2022 | 11:57 CEST

Varta, Phoenix Copper, JinkoSolar, Nordex: Numbers upon numbers, where is the explosive?

  • Copper
  • Electromobility

The copper price reached its preliminary high on March 7, 2022, at around USD 10,730. Since then, we have seen a standard consolidation of 3-4%, which is not an unusual occurrence in the present uptrend. Thus, the coveted metal has exploded by over 100% since the beginning of 2020. Large mining groups and copper mines have often been able to post a multiple of this performance for themselves in the same period. For many market participants, the medium-term upward scenario for the industrial metal remains set. Since the political closing of ranks on e-mobility, demand for copper and battery metals has shot through the roof. Mine operators and governments worldwide are alarmed because the current recoverable capacities cover just 85% of the current year's demand. Who can close the gap?

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Commented by Juliane Zielonka on March 31st, 2022 | 11:21 CEST

Kodiak Copper, Plug Power, BYD - Copper, copper and more copper

  • Copper
  • GreenTech

Carmaker BYD is finally showing itself without a mask: the brand-new Ocean X model is giving rival Tesla a run for its money. The Chinese electric carmaker is thus tapping into the design-savvy target group in the upper-middle class, which is climate-neutral and cost-conscious and relies on timeless elegance. Powered by electric motors with 203 hp, anyone will then be able to overtake the plug-powered MAN trucks in the left lane from 2023. But only if explorers like Kodiak Copper continue to successfully discover copper areas to meet market demand for the popular metal. 'Teamwork makes the dream work' is especially true for the Canadian Company's top executives.

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Commented by Juliane Zielonka on March 22nd, 2022 | 14:06 CET

Nevada Copper, Mercedes-Benz, BYD - Price increase for copper expected

  • Copper
  • Electromobility

The battle for raw material supply chains is intensifying in light of the Ukraine crisis. Copper as a raw material is an indispensable component for electric vehicles. According to Goldman Sachs, due to the geopolitical upheavals, the price of copper may rise rapidly in the coming months. To ensure smooth supply chains, the Company is revisiting Cold War strategies and focusing on local resources. Nevada Copper, a copper supplier in the US, can support Mercedes-Benz's new battery plant. In China, Tesla competitor BYD Electronics is also working with the Stuttgart-based automotive giant to test the luxury segment.

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Commented by Fabian Lorenz on March 22nd, 2022 | 12:31 CET

Analysts enthusiastic about S&T, Rheinmetall and Phoenix Copper - TUI share under review

  • Tourism
  • Copper
  • armaments

The shares of S&T and Rheinmetall were among the day's winners yesterday. Austrian IT services provider S&T gave a positive outlook for the current year and fended off Viceroy's short attack. The loss of sales in its Russian business is expected to be partially offset by orders in the armaments and cybersecurity sectors. The guidance from January was raised slightly, and the dividend is also expected to increase. Analysts were pleased and the stock gained more than 10%. Rheinmetall shares benefit from positive analyst recommendations, with the price targets increasing up to EUR 210. In contrast, Jefferies is not convinced by the share of TUI. Phoenix Copper is benefiting from the commodity market. The experts at SISM Research see more than 100% upside potential for the commodity explorer.

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Commented by André Will-Laudien on March 16th, 2022 | 12:20 CET

Rheinmetall, Nordex, Kodiak Copper: The 100% stock sensation in copper and nickel!

  • Copper
  • Nickel

At the start of this week, the London Metal Exchange (LME) had to suspend the futures market on nickel because the margin calls overwhelmed some market participants. Forward prices had exploded from USD 25,000 to USD 100,000 within two weeks. As a result, the critical industrial metal is more expensive than ever before. The LME will resume nickel trading today. It will be interesting to see where the short squeeze will drive the price. In the meantime, the few producers of the metal have probably also set out to bring their mined goods to the market in the best possible way. Similar shortages now exist in the electrical conductor metal, copper, and some other battery and high-tech metals. We present a few interesting investments.

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Commented by Nico Popp on March 14th, 2022 | 10:17 CET

Mercedes-Benz Group, Phoenix Copper, JinkoSolar: Learning from history

  • Copper

Investors who kept a cool head after the outbreak of the Corona pandemic in March 2020 were able to enjoy high profits in the months that followed. Immediately after the outbreak began, share prices around the world plummeted. The media proclaimed the end of the economy as we know it. While this was partly true, the markets' conclusions were initially wrong. Instead of economic decline, scarcity determined prices - until today. Even now, the markets are painting a gloomy scenario, right up to the apocalypse. It looks as if supply and demand will ultimately determine prices after all. For investors with a sharp focus and clear understanding, this can be an opportunity. We present three shares.

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Commented by Carsten Mainitz on March 10th, 2022 | 12:09 CET

Nordex, Phoenix Copper, E.ON - Under power

  • Copper
  • Electromobility

The Ukraine war is making the stock markets nervous. Once again, we realize that normality can end overnight. Massive sanctions have hit Russia. The dependence on our eastern neighbor for energy and raw materials is becoming abundantly clear. The oil and gas prices are soaring, which again strengthens the desire to rely on renewable energies. The growth of electromobility should gain further momentum due to current developments.

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Commented by André Will-Laudien on March 9th, 2022 | 12:56 CET

Panic oil price USD 130: Volkswagen, Porsche, Nevada Copper, Mercedes - Next push for e-mobility!

  • Copper
  • Electromobility

The panic moves in the oil and gas markets are making a trend increasingly apparent: For raw material importers, the historical dependence on fossil fuels is becoming unaffordable. Consequently, alternative energy and drive concepts are enjoying a renaissance, and GreenTech stocks are already the big winners. The same applies to copper: It is an essential metal for the high-tech industry due to its extreme conductivity. There has been a supply deficit since 2019, and the price has already quintupled in the years 2020 to early 2022. Who will close the dramatic gap?

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Commented by Armin Schulz on March 4th, 2022 | 12:33 CET

K+S, Phoenix Copper, Barrick Gold - Commodities as portfolio boosters

  • Copper
  • Gold

Prices for raw materials went through the roof last year. On the one hand, the global economy recovered faster than expected. On the other hand, demand for copper increased significantly, especially due to the turnaround in the automotive industry. Now, raw materials are becoming scarce again, as Russia is partially eliminated as an exporter of raw materials. It means that supply is lagging behind demand and resulting in rising prices. Especially for oil, gas and wheat, supply is expected to tighten significantly. Today we present three exciting commodity companies that could benefit from the crisis.

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Commented by Nico Popp on March 4th, 2022 | 11:32 CET

Stagflation! Here is how stocks could react: ThyssenKrupp, Kodiak Copper, BMW

  • Copper

A flood of money for the defense sector, disrupted supply chains and paradigm shifts in many other areas - the war in Ukraine shows us once again that nothing stays the same. The phrase may have been overused in the pandemic, but current events underscore that as we look to the future, we must prepare for things we would not have thought possible just a few years ago. Also economically. The eurozone is on the verge of a stagflation scenario, i.e. rising prices coupled with falling economic output. The ECB would then be in a dilemma. Stocks could be the only way out for investors.

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