Gold
Commented by André Will-Laudien on June 10th, 2025 | 07:15 CEST
Gold or Defense – Where to take action now? Rheinmetall, RENK, and Leonardo require caution, AJN Resources on the launchpad!
Russia's war of aggression against Ukraine shows no signs of ending. Despite all political efforts on both sides of the Atlantic, the Russian commander is continuing his bombardment of his neighboring country. NATO sees many reasons in the aggressor's behavior to significantly increase its military capabilities. This is causing further investor money to flow into defense stocks, but valuations are now very ambitious. However, in their search for security, investors are also increasingly buying gold, which could rise to as high as USD 3,490 per ounce in 2025. Low production costs are bringing low-cost projects in Africa into focus. AJN Resources has just refinanced and is repositioning itself in Ethiopia. How can investors diversify wisely?
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Commented by André Will-Laudien on June 9th, 2025 | 07:05 CEST
Print money now! Gold over 3400, silver already at 36 – Barrick, Globex Mining, First Majestic, D-Wave, and Hensoldt
Debt and inflation are causing yields to rise, and now gold and silver are also booming! In addition to defense and high-tech stocks, investors have finally taken a liking to precious metals. Commodity investors have had to wait a long time for this moment, but now prices are rising rapidly. Investors should add stocks like the long-overlooked Barrick Mining and First Majestic Silver to their portfolios, while Globex Mining is an outright buy. The Company holds over 250 properties, which are currently increasing in value daily. On the other hand, the high-tech stock D-Wave and the defense stock Hensoldt have already advanced excessively. We can help with portfolio rebalancing.
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Commented by Armin Schulz on June 4th, 2025 | 07:25 CEST
Defense explodes, commodities boom, gold shines: Rheinmetall, Globex Mining, and Barrick Mining benefit
Three explosive markets dominate investor interest: defense, critical raw materials, and gold. Geopolitical rifts and economic upheavals are fueling these sectors like never before in decades. Defense giants are benefiting from an unprecedented wave of rearmament. Commodity markets are experiencing a new supercycle driven by structural demand pressure and tight supply. At the same time, capital investors are fleeing en masse to the safe haven of gold, whose price is inexorably breaking new records. These trends define the investment opportunities for 2025. We, therefore, take a closer look at Rheinmetall, Globex Mining, and Barrick Mining.
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Commented by Nico Popp on June 4th, 2025 | 07:10 CEST
Rethinking country risk! BHP Group, Commerzbank, AJN Resources
Commodities are in demand like never before! Gold is trading above the USD 3,000 mark, and the World Bank forecasts that cobalt consumption will rise to 344,000 tons by 2030 - equivalent to annual growth of around 9.6%. Over 70% of cobalt comes from the Democratic Republic of Congo – a country that is repeatedly viewed critically in Western media. But what are the real disadvantages of this location? Which mining jurisdictions are safe? Where are the returns?
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Commented by André Will-Laudien on June 4th, 2025 | 07:00 CEST
With gold over USD 3,400 - 100% gains in no time: Gerresheimer, Desert Gold, Hensoldt, and RENK
Rumors about Jerome Powell's resignation were circulating at the beginning of the week. Described as very "hawkish," meaning he strictly aligns interest rates with inflation, he is an uncomfortable contemporary for President Donald Trump. The US administration needs a lot of money to get the outdated infrastructure and the entire economy back on track. Numerous campaign promises for a flourishing America can only be fulfilled by the flamboyant frontman if sufficient funds are available. This is a difficult undertaking due to the very high level of government debt. The credit rating agency Moody's is not intimidated by the president's threats and recently downgraded the US credit rating by one notch to AA1. Triple-A status is now history. This is a perfect setup for gold, with the precious metal rising again to over USD 3,400. Where are the opportunities for investors?
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Commented by Nico Popp on May 29th, 2025 | 07:30 CEST
"Best-in-Class" – How sustainability generates returns: Rio Tinto, Barrick Gold, and Power Metallic Mines
Large commodity companies such as Rio Tinto and Barrick Gold regularly had to listen to criticism at their annual general meetings: Activist shareholders and investors with a long-term focus called for greater sustainability. And not without reason: In 2020, mining was responsible for 4 to 7% of greenhouse gas emissions. A lot has happened since then. Regulatory requirements and investment principles, such as the "Best-in-Class" approach, reward innovators in the field of sustainability. We explain how ESG can boost returns in mining.
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Commented by Stefan Feulner on May 27th, 2025 | 07:05 CEST
Bayer, Desert Gold, Snowflake – Breakout imminent
US President Donald Trump's tariff hammer against the European Union caused stock markets to falter at the close of the trading week, but the postponement of the measures by four weeks eased tensions over the weekend. As a result, Germany's leading index, the DAX, got off to a flying start to the week, regaining the 24,000-point mark. However, uncertainties remain, meaning the safe haven gold could once again rise to new highs.
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Commented by Nico Popp on May 27th, 2025 | 07:00 CEST
This commodity rule no longer applies: Barrick Gold, BHP Group, Globex Mining
The mining industry is undergoing change: ESG criteria are playing an increasingly important role. Megatrends such as the electrification of mobility and industry are changing global demand for commodities. At the same time, security of supply is becoming more critical due to increasing geopolitical tensions. Today, we take a look at three companies – Barrick Gold, BHP Group and Globex Mining – and explain why investors need to rethink their approach to commodity stocks, as old principles no longer apply in today's market.
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Commented by Fabian Lorenz on May 19th, 2025 | 07:10 CEST
RAW MATERIALS and DEFENSE! Sell Hensoldt? Buy Deutz and Globex Mining shares?
Raw materials and defense remain among the hot topics of the year. Globex Mining is benefiting not only from the gold boom but also from the battle for raw materials. The stock of the mining incubator currently offers an exciting entry opportunity. Analysts recommend buying Deutz. However, after a solid quarter, the engine manufacturer needs to shift up a gear or two to justify its valuation. A highlight was the development in order intake. This is precisely what Hensoldt is lacking. When a growth company's revenue increases more strongly than its order intake, investors should at least keep an eye on it. Analysts are also skeptical regarding Hensoldt's valuation and recommend selling the stock.
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Commented by Mario Hose on May 16th, 2025 | 14:00 CEST
Save the date and register now for free: From the raw materials boom to the AI revolution: Leading companies from five continents will present future opportunities on May 21, 2025, at the 15th International Investment Forum (IIF)
If you want to understand the trends of tomorrow, you need to hear directly from the people shaping them today. The 15th International Investment Forum (IIF) gives you that opportunity: On May 21, 2025, CEOs, investors, and thought leaders from across the globe will gather online to share insights from key sectors like industry, defense, mining, cleantech, biotech, AI, and more. In live presentations and interactive discussions, companies such as Germany's CENIT AG, Canada's First Phosphate Corp., dynaCert, Desert Gold, and Australia's Manuka Resources will provide exclusive insights into their strategies. The digital conference will be moderated by Stockhouse media star Lyndsay Malchuk, who is well-known for her incisive interviews. Why should you attend this event?
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