Gold
Commented by Armin Schulz on January 2nd, 2025 | 07:10 CET
Palantir – Data as gold, or should one add Desert Gold and MicroStrategy to the portfolio for 2025?
In today's world, digital technologies are integral to our lives, and as we navigate the internet, we disclose data that is now considered the gold of the 21st century. Tech giants leverage this data for personalised offerings, thereby securing competitive advantages. Palantir has made a name for itself as a big data analyst and has grown considerably as a result. The other option is to invest in gold or crypto companies. The price of gold and Bitcoin has risen significantly in the past year. We look at a company from each sector and see which stock deserves a place in your portfolio.
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Commented by André Will-Laudien on December 30th, 2024 | 07:55 CET
Trump, Bitcoin and a gold rally in 2025? Barrick, Thunder Gold, Agnico-Eagle and D-Wave in focus
Geopolitical tensions, war, inflation, spiralling national debt and clueless politicians – a set-up that hardly impacted stock markets negatively in 2024. Fueled by immense expectations of productivity gains from high-tech advancements, cloud computing, artificial intelligence, and high-performance computing in the coming years, valuations on the NASDAQ soared to unprecedented heights. The local DAX 40 index was also able to keep pace, albeit with reduced momentum. As the year ends just shy of December highs, major uncertainties in 2024 also sparked a rush for precious metals. A troy ounce of gold peaked at USD 2,790, while silver exceeded the USD 32 mark several times - prices not seen in years. Technical analysts now predict a super cycle for commodities. The key point: compared to the overheated high-tech sector, the current metal prices for mining stocks are more likely to produce upward surprises than profit warnings. The time is ripe for a selective entry.
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Commented by Armin Schulz on December 27th, 2024 | 07:10 CET
Volkswagen, Globex Mining, Novo Nordisk – Here are the opportunities for the coming year
The vbw commodity price index recorded a remarkable increase of 4.4% in October 2024 compared to the previous month – an increase of 18.4% year-on-year. On the one hand, this is surprising, as the economy has reportedly noticeably slowed down. On the other hand, geopolitical tensions seem to be causing overcompensation. Raw materials are the engine of the economy, and it is not for nothing that the price of copper is considered a leading indicator of economic activity. In times of export restrictions, it is clear how dependent the world is on China and Russia. Without the crucial raw materials, production comes to a halt. We take a look at three companies and assess whether they are well-positioned in the raw materials sector for the upcoming year.
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Commented by Armin Schulz on December 27th, 2024 | 07:00 CET
Barrick Gold, Thunder Gold, MicroStrategy – Precious metals and digital assets as an investment in uncertain times
In a world that feels increasingly uncertain with each passing day, gold is becoming increasingly important. The times of high interest rates are over, and with central banks even considering interest rate cuts again, many investors are turning to the shiny metal. Why? While gold does not pay interest, when the alternatives do not offer decent returns either, it suddenly becomes quite interesting.
Geopolitical crises, which seem never-ending, also play a significant role. The war in Ukraine, tensions in the Middle East – issues like these are once again making gold a hotly sought-after safe haven. Central banks, which have bought a record amount of gold in recent years, are also helping to keep the price stable. Not to mention the still tangible inflation and economic risks.
In any case, the experts agree: the current consolidation in the gold price – that is, this minor setback – is likely to be only a breather. In the long term, the trend is clearly pointing upwards. And while gold continues to have its fans, many investors are also increasingly looking towards Bitcoin and other cryptocurrencies, which are also considered a hedge in the current climate.
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Commented by Fabian Lorenz on December 23rd, 2024 | 08:05 CET
Takeover candidates 2025: Plug Power, Evotec, Desert Gold
Will Plug Power be taken over, or is there a risk of a sharp drop in the share price? The latter is possible in the coming weeks, and shareholders must be careful. A hot takeover candidate in the gold sector is Desert Gold. Analysts see significant upside potential, and the Company is convincing with an exciting mix: production is expected to start in 2025, the resource has increased to 2 million ounces, and gold producers with deep pockets are active in the neighbourhood. At Evotec, a takeover attempt – albeit an amateurish one – has already failed this year. Will financial investor Triton make a serious bid in 2025, or will Deutsche Bank prove right with a target price of EUR 4?
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Commented by Fabian Lorenz on December 17th, 2024 | 07:20 CET
Outperformers to Buy for 2025: JinkoSolar, Barrick Gold, Newmont, Thunder Gold
Will gold mining and solar stocks be among the outperformers of 2025? The chances of them performing better than this year certainly look promising. Thunder Gold's stock has already performed well in recent months, and rightfully so: management believes it is possible to expand the resource of this exciting project in Canada to 2 million ounces. If it succeeds, the exploration company will become a hot takeover candidate. This is because major players like Barrick Gold and Newmont have underperformed this year and might face shareholder pressure to end their restraint on acquisitions. As usual, takeover fever should then spread to explorers like Thunder Gold. Barrick faces problems in West Africa, and Newmont is focused on cost reduction. And what about JinkoSolar? Not only does the Company want to buy back more of its own shares, but it is also working on a solar OPEC.
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Commented by André Will-Laudien on December 12th, 2024 | 07:30 CET
Find the 100% opportunities for 2025! Rheinmetall, Renk, Globex Mining, C3.ai and Palantir in focus
After a 30% rise in prices in the major indices since the beginning of the year, investors are asking themselves how they can weatherproof their portfolio for 2025. On the one hand, a well-defined stop strategy for overheated high-tech stocks is an option. Therefore, the topic of trailing stops should be studied in more detail and implemented. For new investments, there are always interesting setbacks to get back in on the next party. This scenario currently applies to the defense stocks Renk and Rheinmetall. Globex Mining covers almost the entire range of strategic metals that are indispensable for high-tech and defense manufacturers. Furthermore, some AI stocks like Palantir or C3.ai deserve a critical look. Accumulated profits could quickly disappear again here. We are delving deeper into the analysis.
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Commented by Stefan Feulner on December 12th, 2024 | 07:05 CET
MicroStrategy, Thunder Gold, C3.ai – These are the favorites
The 2024 stock market year is coming to an end, and despite all the uncertainties in geopolitics, leading stock indices, Bitcoin, and the precious metal gold are close to their historic highs. While looking at the favorites for the coming year, companies involved in artificial intelligence are expected to continue to perform well. The majority of experts remain bullish on Bitcoin and gold.
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Commented by André Will-Laudien on December 11th, 2024 | 07:15 CET
DAX 25,000 and gold at 3,500 next year? Position now with Lufthansa, TUI, Desert Gold, and Barrick Gold
After an extensive stock rally in 2024, many investors are wondering what the New Year 2025 will bring in terms of investments. Hopes are resting, on the one hand, on the upcoming conservative government changes in the US and Germany. There is great confidence in a new supply-side industrial policy flanked by further interest rate reduction measures. Deregulation of bureaucracy and tax relief could usher in a new era of corporate profitability, especially in Germany. This might eventually lead to the return of foreign investments and job creation, replacing the red-green visions of a carbon-neutral 28-hour workweek with full pay. We provide some insights on where and how profits might flow again.
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Commented by André Will-Laudien on December 3rd, 2024 | 07:10 CET
Year-end rally: DAX high, Bitcoin, or gold? SMCI, Thunder Gold, Dell and SAP under the microscope
December begins as November ended: New highs on the DAX, high-tech stocks remain in demand, and Bitcoin and gold are consolidating slightly. With only 16 trading days left, now is the time to find the right portfolio structure for 2025. Despite unbridled investor optimism, next year could see a sector rotation that causes the overbought stocks to consolidate and brings long-neglected stocks to the forefront. At Super Micro Computer, many uncertainties are now being put into perspective. Its partner, Nvidia, has not been able to report any new highs since the Q3 figures. On the other hand, SAP is enjoying record growth, having seen one of the strongest rebounds since its founding. What happens now? Here are some ideas for risk-conscious investors.
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