Electromobility
Commented by Juliane Zielonka on October 27th, 2023 | 07:00 CEST
Porsche share, Globex Mining, Bayer AG - Who offers the most profitable return?
Despite good figures, economic turbulence in the major customer China continues to make Porsche cautious about its forecasts for the coming year. The situation is quite different for the explorer Globex Mining, which has a mineral property with the valuable raw material vanadium in its portfolio. Vanadium is used in nuclear power plants, aircraft and spacecraft. Its 1% interest in a mineral property that can generate an expected annual free cash flow of USD 235 million for the next 21 years puts it in a good position. The net present value in this account from the interest is also positive. Bayer, on the other hand, has lost another glyphosate lawsuit. Find out what is so significant about this case here.
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Commented by Fabian Lorenz on October 26th, 2023 | 09:10 CEST
Analysts love cash flow stocks: Nel, Volkswagen, Saturn Oil + Gas
What do investors and analysts dislike in times of high interest rates? Losses and debt. By contrast, they love high cash flow. Free cash flow. With it, a company can finance itself, pay off debt or distribute money to shareholders. And this is precisely Nel's problem. While the loss has been reduced, the Norwegians are still a long way from generating positive cash flow. But analysts still see potential. Analysts see more than 100% upside potential for Saturn Oil & Gas. The oil producer is developing into a cash flow monster, and the upcoming quarterly figures should be convincing again. Volkswagen is also winning over experts. Can the VW share really double? However, there is also a sell recommendation.
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Commented by Juliane Zielonka on October 26th, 2023 | 08:30 CEST
First Phosphate, FREYR Battery, Mercedes Benz - Open road for electromobility
Canada's First Phosphate Corp. has secured USD 170 million in potential financing from the Export-Import Bank of the United States (EXIM) to advance its ambitious plans to create a strategic reserve of purified phosphoric acid in the North American lithium iron phosphate (LFP) battery market. FREYR Battery is also pushing into the US market, moving forward with the merger of its Delaware subsidiary. In Germany, road tolls will be introduced as a CO2 tax starting December 1, 2023. Mercedes-Benz is not fully reimbursing the tolls to its haulers. On the contrary, they have something truly monumental in mind...
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Commented by Fabian Lorenz on October 25th, 2023 | 08:10 CEST
New stock favorites? BYD, JinkoSolar, dynaCERT
Hydrogen, electromobility and solar energy are without doubt among the absolute industries of the future. The growth prospects for the coming years are excellent. However, companies from all these sectors are currently struggling on the stock market. Today, we take a look at new and old favorites. BYD's preliminary quarterly figures were compelling, and analysts are giving their approval. JinkoSolar is evolving into the number one in the solar sector, and the Chinese can be pleased about new orders. There is also positive news at dynaCERT. The hydrogen and emission reduction specialist could even be on the verge of a game-changer.
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Commented by Stefan Feulner on October 25th, 2023 | 07:35 CEST
Rheinmetall, Power Nickel, Nio - The situation is getting critical
The further escalating conflicts in Ukraine and Israel, as well as tensions in the economic relations of global powers, are placing enormous strain on global supply chains. China's dominance in product manufacturing is becoming increasingly apparent, which must be minimized in the future. Last week, for example, the Middle Kingdom said it will require export licenses for some graphite products to protect national security, surprising everyone with another attempt to control supplies of critical minerals.
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Commented by André Will-Laudien on October 23rd, 2023 | 07:00 CEST
Attention, take advantage of the sell-off now! Bombed-out prices at JinkoSolar, SolarEdge, Manuka Resources and BYD!
This has not happened for a long time: Lower prices among the "Who's Who" of international technology stocks. Investors who had bet on the endless upswing of well-known growth stocks have taken a beating in the last 6 weeks. But not every fallen angel is excessively overvalued! In times of high volatility and rising interest rates, it pays to take a clear look at robust business models. And as we all know, these are to be found among the market leaders. We welcome the necessary price corrections because they present better opportunities for prudent investors. However, the stock market must now compete with a safe EU bond yield of just under 4%. The risk capital for equities is, therefore, no longer as abundant due to attractive fixed-income alternatives. We assess the opportunities for a few selected stocks.
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Commented by Fabian Lorenz on October 12th, 2023 | 07:15 CEST
Stocks for bargain hunters: BYD, JinkoSolar and Desert Gold
What do renewable energies and gold have in common? Despite attractive future prospects, shares from both sectors have taken a beating in recent months. Often for no apparent reason. This opens up opportunities for bargain hunters with a bit of patience. For example, with shares like JinkoSolar and Desert Gold. Both companies are historically cheap. JinkoSolar has just reported a new sales record and wants to grow further. Desert Gold lures with an almost ridiculously low valuation of its gold resources and continues to drill. A rebound or takeover beckons for patient investors. And BYD? The Chinese are on track to displace Tesla as the world's No. 1 e-car manufacturer. Nevertheless, the stock is stuck, and in Europe, the EU is investigating illegal subsidies.
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Commented by André Will-Laudien on October 11th, 2023 | 08:30 CEST
Investing against the tide! Rheinmetall, BYD and Power Nickel with 100% potential?
In challenging times, it takes a lot of nerve to weatherproof one's investment strategy. Despite all the crises, however, there is no denying that the key underlying trends in the economy will continue. Occasional setbacks, therefore, always provide new entry levels for the agile investor, naturally in the conviction that we in Germany can do little to change the global situation and its upheavals. Life goes on, and stock market prices have to find a new equilibrium. In the area of defense and mobility solutions, Rheinmetall, BYD and Power Nickel stand out with good positioning. Where do the opportunities lie?
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Commented by Stefan Feulner on October 9th, 2023 | 07:10 CEST
Infineon, Manuka Resources, BYD - Analysts see significant potential
The reporting season for the third quarter of fiscal year 2023 is approaching and could herald a year-end rally on the stock markets despite challenging conditions with increasing geopolitical tensions and persistently high inflation. In recent days, companies have expressed optimism concerning the future course of business.
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Commented by Nico Popp on October 5th, 2023 | 09:10 CEST
Plain talk from the "Auto-Pope" - this changes everything! Mercedes-Benz, NIO, Power Nickel
Ferdinand Dudenhöffer heads the CAR Center Automotive Research in Duisburg and has been the go-to media expert for cars for decades. Over the years, Dudenhöfer has seen many trends come and go. In his latest guest commentary in Handelsblatt, Dudenhöffer did not mince his words and identified a new development that, regardless of the electrification of the industry, could determine success or failure - what new manufacturing means and how the upheaval could affect auto stocks. We provide an analysis.
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