Defense
Commented by Armin Schulz on October 17th, 2024 | 07:30 CEST
Rheinmetall, Almonty Industries, AMD – These stocks have tailwinds
Stocks in certain sectors, particularly the defense industry, tungsten producers, and chipmakers for artificial intelligence, are currently experiencing strong tailwinds. The increasing geopolitical uncertainty and rising defense spending are driving the defense industry. Tungsten is in high demand as an essential material for technology and defense purposes, which benefits tungsten producers. At the same time, advancements in artificial intelligence are driving demand for specialized chips, which benefits chip manufacturers. These developments are creating attractive investment opportunities as the strategic importance and growth prospects of these industries continue to increase and attract investors.
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Commented by Juliane Zielonka on October 11th, 2024 | 07:00 CEST
PayPal, Prismo Metals, Rheinmetall – Strategic Decisions for the Future
Three companies are setting the course for further growth: PayPal is opening up a new business segment in the US and launching the "PayPal Ads" advertising network to use transaction data for retail media. This move could increase the Company's clout. Meanwhile, the demand for copper is rapidly picking up speed. Prismo Metals is therefore intensifying its exploration activities, particularly at the Palos Verdes project in Mexico, in order to benefit from the increasing demand. Rheinmetall has received an order from the US Army to develop unmanned ground vehicles for the S-MET program, strengthening the Company's position in autonomous military vehicles.
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Commented by André Will-Laudien on October 1st, 2024 | 07:15 CEST
New DAX highs – are 100% gains still possible for Airbus, Rheinmetall, Almonty, or Hensoldt after the correction?
With a new all-time high of over 19,400 points, the DAX has now run very far. The drivers are the recent interest rate cuts by the central banks and hopes of an early change of government in Berlin. Despite the widespread euphoria, some top stocks have already corrected significantly. Possible peace negotiations in Ukraine initially pushed down the well-performing armaments stocks. However, with the renewed escalation of Russian attacks, these hopes have once again faded into the distance. As a result, defense stocks and tungsten supplier Almonty Industries are back in the spotlight. Strategic metals also remain on the shopping lists of Western nations, and the focus is now on securing the supply chains as best as possible. Where are the opportunities for investors?
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Commented by Juliane Zielonka on September 25th, 2024 | 07:15 CEST
PayPal, BlockchainK2, Rheinmetall: Technology pioneers in fintech, SaaS and air defense
Exciting collaborations with growth potential are currently emerging in the tech sector. Under the leadership of new CEO Alex Chriss, PayPal has entered into a partnership with Amazon's "Buy with Prime," thereby achieving a reach booster. BlockchainK2 is revolutionizing the venture capital sector as a holding company: by investing in an advanced SaaS platform for investments, BlockchainK2 could pave the way for rapid value creation in the VC space. The technology has the potential to optimize investment processes, reminiscent of the rapid increase in the value of eBay, which provided VC Benchmark Capital with a 100,000% return in just two years. Rheinmetall is setting new standards in defense technology. Its collaboration with MBDA Germany to develop maritime laser defense systems shows how the Company is applying cutting-edge technologies to security. We take a look at the details.
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Commented by Juliane Zielonka on September 13th, 2024 | 08:00 CEST
E-mobility, copper boom, and chemical crisis: Rheinmetall, Prismo Metals, and BASF showcase industry trends
Rheinmetall's share price has risen by 438.95% since the start of the Ukraine conflict. Now, the Company is looking far beyond the defense industry. From electric coolant pumps for hybrid vehicles to hydrogen recirculation blowers for fuel cells, Rheinmetall is positioning itself as a pioneer in key technologies for sustainable mobility. This demand is significantly impacting the need for copper. Here, Prismo Metals is positioning itself as a strategically ideal partner with projects in Mexico and the US. While BASF seeks to secure its competitiveness with these measures, this also raises questions about the future of the chemical industry in Europe and the impact of strict climate regulations on global corporations.
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Commented by Armin Schulz on September 10th, 2024 | 07:00 CEST
Rheinmetall and Saturn Oil + Gas are making money - What is next for Volkswagen?
The stock market is a place of constant change. For a long time, Volkswagen was regarded as one of the largest car manufacturers in the world, while Saturn Oil & Gas and Rheinmetall led a somewhat shadowy existence. At times, it was not even possible to buy shares in defense companies through some banks. However, the tide has turned. The companies from Düsseldorf and Canada are now making a lot of money and have developed very well. In contrast, Volkswagen, a big name in the automotive industry, is currently struggling with serious problems. In our article, we shed light on what these developments mean for investors and examine what opportunities and risks exist.
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Commented by André Will-Laudien on September 4th, 2024 | 07:15 CEST
DAX correction - Time to sell defense stocks? Rheinmetall, Renk, First Hydrogen, thyssenkrupp, and nucera
What an incredible rally in just four weeks! At the beginning of August, the DAX 40 index was still at 17,200 points - yesterday, for the first time, it was close to the 19,000 mark. And all against the backdrop of a flimsy interest rate cut announcement from the US. Once again, investors are betting on a big wave of interest rate cuts, but will they materialize? Although inflation is falling slightly, the price of goods and services has risen by a good 50% in the last four years. We are not referring to the misleading consumer price index of the statisticians but rather to the "menu of the people." We are talking about restaurants, consumption, mobility, and housing. The most significant increase has likely been in the housing sector, where energy prices, insurance costs, and rents have risen dramatically. Soon, even homeowners will be affected by property tax, as the wheel of inflation continues to turn. Equities have once again surged ahead as war and expensive raw materials fuel the market. Where are the opportunities for investors?
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Commented by André Will-Laudien on September 2nd, 2024 | 07:30 CEST
DAX on a high, clear turnaround at Evotec and Saturn Oil + Gas, TUI and Lufthansa in a daily battle
The current stock market euphoria might seem out of place at first glance, given the geopolitical uncertainties, sluggish economic growth, and persistent inflation. However, it is important to remember: The stock market is looking 6 to 9 months ahead. The expectation is that inflation will weaken significantly, and the current interest rate level will fall considerably. In this environment of "steadily improving conditions", technology shares seem to be on the rise. Wars such as those in Ukraine or the Middle East may weigh on people's minds, but they boost the balance sheets of the defense industry. In this respect, there is little reason for pessimism, and the DAX at least reached new all-time highs at the end of August. It is worth taking a look at some of the lagging stocks.
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Commented by Armin Schulz on September 2nd, 2024 | 07:00 CEST
Almonty Industries, Rheinmetall, Intel - The invisible engine of high-tech applications is called tungsten!
Tungsten, often operating behind the scenes, plays a central role in some of the most innovative and technologically sophisticated industries in the world. As a high-tech raw material, tungsten is essential for the production of modern microchips and electronic devices that shape our everyday lives. At the same time, it is an indispensable component in the defense industry, where its exceptional hardness and resilience contribute significantly to the development of advanced weapons systems. Due to its properties, tungsten is also being used increasingly in batteries. Nevertheless, the importance of this critical raw material is often underestimated.
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Commented by Fabian Lorenz on August 28th, 2024 | 07:30 CEST
Share buyback and buy recommendation! Rheinmetall, Aixtron, Saturn Oil + Gas share
Rheinmetall shares well above EUR 600? At least, that is what analysts believe. However, the share of the armaments group is currently struggling somewhat after reaching an all-time high of over EUR 560. But if Rheinmetall now also conquers space, new record highs should only be a matter of time. Analysts believe Saturn Oil & Gas shares have almost 200% upside potential. The oil company, with a market capitalization of over CAD 500 million, is increasingly becoming a free cash flow monster and now plans to use this for share buybacks. Analysts are also taking a positive view of Aixtron again. The technology company confirmed its forecast at an investor conference. How far can the share rise?
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