Defense
Commented by Stefan Feulner on March 21st, 2023 | 08:37 CET
Varta, Aspermont, Rheinmetall - Full speed ahead for expansion
Changing conditions in terms of broken supply chains, high raw material prices and an uncertain geopolitical situation have put many companies in dire straits since the Corona pandemic, leading to a collapse in sales and liquidity bottlenecks. Nevertheless, few managed to adapt their business models to emerge stronger from the crisis.
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Commented by Nico Popp on March 14th, 2023 | 11:31 CET
Great opportunities, low risk: Vonovia, Canadian North Resources, Rheinmetall
Nervousness is back! Investors worldwide fear a new banking quake, and not just since the SVB settlement in the US. But the situation is anything but clear-cut in other respects as well: surprisingly good economic data and recalcitrant inflation could cause interest rates to rise further - and trigger renewed turmoil. We highlight three safe bets from yesterday and today and explain where an investment might still be worthwhile.
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Commented by Juliane Zielonka on March 3rd, 2023 | 10:00 CET
Rheinmetall, Defense Metals, BASF - Rearmament in the defense industry, restructuring in the chemical industry
A new chapter can begin for Ukraine's defense. Rheinmetall will supply the country with border surveillance technology. Analysts raise the share price target from EUR 240 to EUR 300. A solution to the conflict with Russia is not in sight, so demand for rare metals urgently needed in armaments is rising all the higher. This is where Defense Metals comes into play. The Canadian explorer has initial data from the crushing samples and can now better estimate the costs for the feasibility study. BASF is also concerned with costs. The Company put its red pen to work and cut 2/3 of its jobs, especially at a site in Germany. A planned agar project in the US has also been suspended until further notice.
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Commented by André Will-Laudien on February 28th, 2023 | 15:23 CET
Nuclear power, yes please! GoviEx Uranium, Rheinmetall, BYD, NIO - Important power for e-mobility!
Currently, 47 nuclear reactors in the Chinese pipeline are scheduled to come on stream within the next eight to ten years. In a global comparison, this puts Beijing at the top of the international planning list, followed by Russia and India. At last count, four nuclear power plants were under construction worldwide in 2020. In Germany, electricity generation from renewable energies continues to increase every year, while the electricity yield generated with the help of nuclear power continues to fall. This increases the costs for the German energy supply more and more, but the Berlin traffic lights are not interested in this. According to announcements by the German government, all nuclear reactors are to be shut down by April 2023 as part of the energy transition. What do investors need to pay attention to now?
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Commented by Juliane Zielonka on February 23rd, 2023 | 16:13 CET
Almonty Industries, Rheinmetall and Amazon - The profiteers of the crises
South Korea is one of the few democratic countries with high tungsten deposits. Almonty Industries is a mining company with unbeatable expertise, bringing a disused tungsten mine in South Korea back to life. The metal is urgently needed in the defense, aerospace and automotive industries. Until now, China and Russia have dominated the tungsten market. But the last 24 months have shown how fragile supply chains and democracies can be. Alternatives are needed. One profiteer of the crisis is the arms company Rheinmetall. Since Russia launched its war of aggression in Ukraine, the share price has shot up. Amazon employees are currently experiencing the exact opposite. Their wages are supported partly by share packages - and thus, a disaster could occur in 2023.
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Commented by Stefan Feulner on February 1st, 2023 | 18:17 CET
Rheinmetall, Defense Metals, Lynas - Time is running out!
Heavy weapons for peace. Tanks, submarines and fighter jets for Ukraine, whatever the cost. This scenario is the bitter reality right now and is being promoted across the board by Western politicians. It may not sound very understandable, but in order to guarantee peace, the world continues to arm itself. Companies in the armaments industry, now declared to be sustainable investment opportunities, are booming. With the seething conflict in Taiwan, tensions are again on the rise. With its raw materials, such as rare earth metals, China has the power to act. The West is frantically trying to reduce dependencies, which is impossible to achieve in the short term.
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Commented by Stefan Feulner on January 13th, 2023 | 12:14 CET
Auxico Resources, Rheinmetall, Rock Tech Lithium - Important news
Fears of a global recession are still pervasive, and commodity prices are at moderate levels after the sell-off of recent months. In contrast, the price of lithium remains high. The reason is the continued strong demand from the electric car industry. However, the existing supply of lithium resources is scarce. The primary beneficiaries of this shortage, in addition to existing producers, are exploration companies that have already secured attractive properties. A similar phenomenon is occurring now with the critical commodity of rare earth metals.
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Commented by Stefan Feulner on January 4th, 2023 | 07:23 CET
Rheinmetall, Globex Mining, Brenntag - Just before the breakout
The themes of the past year are likely to continue to dominate the markets in 2023. Despite excellent prospects, shares from the renewable energy and electromobility sectors corrected strongly and are currently trading at attractive long-term levels. Due to strong demand from this sector and the strengthening of the defense sector since the Ukraine conflict, commodity producers benefit in turn. In particular, companies from the Western world are likely to move closer into focus here.
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Commented by Stefan Feulner on December 29th, 2022 | 09:24 CET
Nio, Altech Advanced Materials, Rheinmetall - Still on trend
The prevailing themes from last year will continue to be in vogue in 2023. Due to the political strategy of achieving peace through heavy weapons, the order situation for defense companies should improve even further. In addition, electric carmakers should continue to top the sales figures from the fiscal year ending in 2022. In terms of the efficiency of the battery, which is essential for electromobility, several companies worldwide are fighting for the crown. One German company has two hot irons in the fire.
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Commented by Juliane Zielonka on December 22nd, 2022 | 16:09 CET
Almonty Industries, Rheinmetall, Apple - Asia and Africa push business
Almonty Industries is creating the first underground LTE security network for mine workers and production equipment in cooperation with Korea Telecom. The technology will enable work at the Sangdong Mine to proceed more safely and quickly. Tungsten is used in smartphones and other applications. As one of the largest smartphone producers, Apple is expanding its business in India. 5% of iPhone production is to be handled from there. This is a consequence of the lockdown experience with China. Armaments giant Rheinmetall, on the other hand, is enjoying an order from South Africa.
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