Gold
Commented by Armin Schulz on May 2nd, 2025 | 07:00 CEST
Military, precious metals, AI technology: Why RENK Group, Golden Cariboo Resources, and Super Micro Computer are booming right now
2025 is shaping up to be a year of superlatives. The defense industry, gold market, and AI technology are all experiencing an unprecedented boom. While conflicts and arms races are causing demand for high-tech military solutions to skyrocket - with German defense giants recording double-digit growth rates - gold prices are soaring to record highs. Investors are fleeing to the safe haven of precious metals in the face of geopolitical turmoil and inflation. At the same time, AI is not only driving consumer goods but also revolutionizing security strategies and data infrastructure. We take a look at an exciting company from each of these sectors.
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Commented by Nico Popp on May 1st, 2025 | 07:00 CEST
Raw materials for the future: What Power Metallic Mines, Barrick Gold, and Albemarle offer investors
Whether for the energy transition, digitalization, or the infrastructure of tomorrow, the world's hunger for raw materials is growing. Power Metallic Mines, Barrick Gold, and Albemarle are prime examples of tomorrow's raw material suppliers – from classic exploration to specialty metals for the green transformation. The three business models are different, but where do the most significant opportunities lie for investors? We provide new answers!
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Commented by Armin Schulz on April 30th, 2025 | 07:05 CEST
The new gold rush: Barrick Gold, Globex Mining, and Rio Tinto are forging the supply chains of tomorrow
Global markets are trembling: trade wars are tearing supply chains apart, raw materials are becoming weapons, and gold is shining as the savior in times of crisis. With a record high of over USD 3,500 per ounce, the precious metal is taking centre stage - driven by inflation, geopolitical shock waves, and greedy central banks. Yet, in the background, a new power dynamic is taking shape: companies that are not only developing deposits but also forging the future of resource security. This is where it will be decided who pulls the strings in the chaos of trade blockades – and who becomes a pawn. Three players are suddenly in the spotlight: Barrick Gold, Globex Mining, and Rio Tinto.
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Commented by Armin Schulz on April 29th, 2025 | 07:10 CEST
Gold rush 2.0: Desert Gold could become the next takeover target in West Africa
In uncertain times, gold is again gaining attention as a safe haven. While the price of gold continues to climb to new record highs, exploration companies with substantial resources offer attractive potential – especially in established gold regions such as West Africa. Desert Gold Ventures, a Canadian gold explorer, is well positioned here. With a 440 sq km project in Mali, surrounded by large producing mines, and already confirmed and inferred resources of around 1.1 million ounces, the Company could emerge as a surprise candidate. But what makes Desert Gold special? We take a look at the facts.
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Commented by Nico Popp on April 24th, 2025 | 07:30 CEST
Germany Inc. as the last hope? Volkswagen, Bayer, Globex Mining
Germany's economy is facing its third consecutive year of contraction. The automotive industry is struggling with competition from China, and Bayer is grappling with past acquisitions, looming tariffs, and other challenges. Now, Bayer shareholders are even being asked to inject new capital. Is the German industry working with politicians to find long-term solutions? Not a chance! The days of Germany Inc. seem to be over. We look at how investors can seize opportunities in this complex situation.
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Commented by André Will-Laudien on April 24th, 2025 | 07:10 CEST
Trump backs down! Investors rejoice with BYD, Power Metallic, Nio, and Deutz
The markets are in turmoil. "Fast market," shouts a trader as prices fluctuate by the second. With news coming in at such a rapid pace, investors' nerves are on edge. But for level-headed investors, there are now bargains to be had that were missing just months ago. However, the selection is not easy because international customs policy also plays a role alongside company balance sheets. If punitive tariffs of over 100% are not withdrawn, the automotive sector could even face a total market collapse. Consumers at the end of the chain will not want to and cannot pay the artificially inflated prices. The economy would inevitably collapse. We are looking at stable business models with medium-term opportunities.
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Commented by Nico Popp on April 23rd, 2025 | 07:00 CEST
The end of the dollar? Deutsche Bank, Newmont, and Desert Gold
The independence of the central bank is a valuable asset that is highly valued by investors. Once again, US President Donald Trump has shaken the independence of the Fed and raised the possibility of dismissing US Federal Reserve Chairman Jerome Powell. The reason: While the ECB cut interest rates on Maundy Thursday, Powell wants to wait and see how the tariffs affect the dollar zone before he adjusts interest rates. Powell's dismissal could have fatal consequences for the capital markets.
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Commented by Nico Popp on April 22nd, 2025 | 07:40 CEST
How hedge funds are now betting on gold: Amazon, Barrick Gold, and Golden Cariboo Resources
"Asset managers and hedge funds are seeking refuge in gold," read the headline in Handelsblatt in the week before Easter. But what is driving the rush for the precious metal? In addition to the considerable uncertainty surrounding the trade tariff dispute, investment professionals are also turning to safe havens due to growing geopolitical risks. But what options do investors have beyond coins and bars? We look at how investors can indirectly bet on the precious metal through stocks.
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Commented by Fabian Lorenz on April 22nd, 2025 | 07:00 CEST
Gold price soon to reach USD 4,000! Profit with gold gem Tocvan Ventures! Share about to be taken over?
Will the tariff hammer be followed by a currency war? Speculation about the devaluation of the US dollar is already rife on the capital markets. One sign of this is that central banks are continuing to buy gold on a massive scale. After the price per troy ounce easily surpassed USD 3,300 last week, analysts are now targeting the USD 4,000 mark. The current environment makes it clear that gold belongs in every diversified portfolio. Tocvan Ventures is an exciting opportunity to jump on the gold bandwagon. The project in Mexico is at an advanced stage and is set to be developed into a world-class operation. After more than four years of exploration work, the project is expected to be given the green light in 2025. The share price has finally taken off, still has a lot of upside potential, should receive mining approval this year and offers takeover speculation.
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Commented by André Will-Laudien on April 16th, 2025 | 07:55 CEST
Gold in focus, Defense accelerates again – Agnico Eagle, Golden Cariboo, Hensoldt, and RENK in focus
The daily theatrics are hard to beat. US President Donald Trump is engaging in slapstick and snubbing long-standing trading partners. In his own country, he leaves no stone unturned in his efforts to counterbalance the nearly USD 36 trillion national debt through savings and additional revenues. This creates great uncertainty in the stock markets and causes economic institutes to calculate more precisely whether, instead of growth, a recession may be looming. But perhaps it is all just a test to force political partners to the table. However, the threat of inflation means that precious metals remain in focus. Unresolved geopolitical conflicts also continue to drive defense machinery forward. Here, a volume in the triple-digit billion range is expected, which will result in revenue in the coming years. The train is running at full steam!
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