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Commented by André Will-Laudien on April 5th, 2024 | 07:15 CEST

AI, Defense, and Hydrogen - The explosive mix: Super Micro Computer, First Hydrogen and Renk Group

  • Hydrogen
  • Defense
  • AI

After an extended rally on the NASDAQ, in the DAX-40 and most recently in the Nikkei 225, sector rotations are now setting in. The next few weeks will show whether the AI sector has already turned around. Only once in stock market history has there been a stronger first quarter for a particular sector. The hydrogen hype in the transition from 2020 to 2021 was when Plug Power saw its share price increase twentyfold. It is hard to believe what liquidity-spoiled stock markets can achieve. Now, however, investors should keep their eyes open, as the artificial intelligence and defense sectors are similarly overinvested, just as H2 stocks were a few years ago. The time for reallocation has likely come.

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Commented by André Will-Laudien on April 4th, 2024 | 07:30 CEST

React now: Reap armaments soon and reinforce hydrogen! Rheinmetall and Hensoldt versus Plug Power and dynaCERT

  • Hydrogen
  • Defense
  • armaments
  • renewableenergies

The stock market is currently very selective. Artificial intelligence and armaments will continue to be favored, while hydrogen and lithium stocks remain unpopular even after Easter. That is just the way it goes; the market gives and takes. All sectors under consideration have already generated several hundred percent returns over the past two years, but timing has always been crucial. We analyze the current situation based on trends and indicators. The time for a tactical reallocation seems imminent.

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Commented by Fabian Lorenz on April 3rd, 2024 | 07:15 CEST

Renk, Super Micro Computer, Royal Helium: SHARES UNSTOPPABLE!

  • Mining
  • Helium
  • AI
  • Defense
  • Technology

The Renk share is unstoppable. Yesterday, the shares of the defense technology company surged by 7% at its peak. The share is scratching at the EUR 40 mark and has thus more than doubled since the IPO in February of this year. While the share price is being driven by politics, analysts are beginning to lose interest. So, is it time to exit now? The defense industry needs helium just as much as medical technology and quantum computers. Royal Helium is one of the few listed companies in this sector. The Company is currently making the leap from explorer to producer, a move that should benefit the share. Helium is also needed to produce the AI semiconductors used by Super Micro Computer. Microsoft, OpenAI, and Amazon show that the hunger for AI data centers is far from satisfied. They plan to invest over USD 200 billion in new supercomputers.

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Commented by André Will-Laudien on March 12th, 2024 | 07:15 CET

Profit-taking in Defense and AI - What else is going on? Rheinmetall, Almonty Industries, Renk and Hensoldt

  • Mining
  • RareEarths
  • Tungsten
  • AI
  • armaments
  • Defense

Armaments stocks have been on the sunny side in the current year, 2024. Investors in this segment clearly outperformed the DAX 40 index. Due to the geopolitical situation and a redefined EU security policy, investors have rediscovered the sector. NATO member states are being called upon by the US to strictly adhere to or further increase their percentage of gross domestic product invested in defense. Donald Trump, who may return, wants to deny renegade allies the backing of the US in an emergency. Although nobody believes in this scenario, the announcement has had the effect that orders for new armaments technology have reached a new all-time high. Which shares are still in focus?

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Commented by Armin Schulz on February 21st, 2024 | 07:30 CET

Barrick Gold, Desert Gold, Renk - Golden times everywhere?

  • Mining
  • Gold
  • Defense

The world is full of economic uncertainty and geopolitical tensions. These are ideal conditions for gold, which is still considered a safe haven. There are now several factors that point to a sustained upswing in gold prices. One factor is the increased involvement of central banks, which are increasing their reserves to an extent not seen for decades. Another factor is the discussion within the BRICS nations about introducing a new currency backed by gold as a counterweight to the dominant US dollar. Therefore, today, we look at two gold companies and shed light on Renk, a representative of the defense industry, which is also experiencing golden times.

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Commented by Juliane Zielonka on January 18th, 2024 | 08:00 CET

Opportunities in times of Crisis: Defense Metals, Rheinmetall and Thyssenkrupp shares as promising investments in Energy and Defense

  • RareEarths
  • Defense
  • Energy

Geopolitical unrest is shaking the global economy - those who bet on companies such as Defense Metals, Rheinmetall or Thyssenkrupp in good time have the chance to make substantial profits! Defense Metals, as a supplier of rare earth metals, under the leadership of President Dr. Luisa Morena and CEO Craig Taylor, is not only advancing the promising Wicheeda rare earth project but is also revolutionizing the entire supply chain for rare earth metals in North America with Ucore Rare Metals Inc. Rheinmetall is strengthening the German armed forces and also expands its expertise in renewable energies. Thyssenkrupp is feeling the effects of the global unrest elsewhere, is exploring ahead and can look forward to the green light for a special project.

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Commented by Juliane Zielonka on January 5th, 2024 | 08:45 CET

Altech Advanced Materials, BYD, and Rheinmetall - Growth drivers: innovation, market power and strong cash flow

  • Technology
  • Batteries
  • Defense
  • Electromobility

Made in Germany stands for durability. Battery storage pioneer Altech Advanced Materials stands out as a German company with innovative material developments that can radically change electromobility and stationary energy storage with a 30% increase in efficiency. Meanwhile, the Chinese car manufacturer BYD has established itself as the leader in the electric vehicle market, surpassing Tesla in terms of sales figures in Q4/23. Rheinmetall is also strongly expanding its electromobility divisions and can look forward to a 3-digit million dollar order in its ubiquitous division. Find out who is setting new standards and shaping the future here.

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Commented by Stefan Feulner on December 12th, 2023 | 06:30 CET

Hensoldt, Defense Metals, RWE - Important milestones

  • Mining
  • RareEarths
  • Defense
  • renewableenergies

Following the recent year-end rally on the world's stock markets, the chances of further price gains are good. Even in the last month of an eventful stock market year, plenty of activity remains. The course is being set with regard to the strategic goals for a successful 2024 as a whole. In addition, even in mid-December, major capital measures must be finalized before the books are closed.

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Commented by Fabian Lorenz on June 8th, 2023 | 07:45 CEST

ChatGPT and AI revolution reaches defence stocks: Palantir, Hensoldt, Star Navigation Systems

  • AI
  • Defense
  • Software

The euphoria around ChatGPT and artificial intelligence (AI) is currently electrifying companies and stockbrokers. Chip manufacturer Nvidia is the high flyer of the current year. But high-tech and AI also play an increasing role in the defence and armament sectors. Palantir is also benefiting from this. The share has jumped recently but is still far from its all-time high. The US military has struck again at the software company. But analysts are putting the brakes on the euphoria. Hot stock Star Navigation could soon take off. And MDAX group Hensoldt has taken a stake in an AI specialist and is working on new defence systems.

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Commented by Stefan Feulner on May 17th, 2023 | 07:30 CEST

Newmont, Tocvan Ventures, Rheinmetall - The lights are green

  • Mining
  • Gold
  • Commodities
  • armaments
  • Defense

With a weaker-than-expected fall in inflation worldwide, plus a war in Ukraine that continues to escalate, the general conditions point to a long-term rise in the gold price above its all-time high reached weeks ago. With a threatened default in the United States, another argument for a gold bull market could now be added. Be prepared.

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