Gold
Commented by André Will-Laudien on September 5th, 2023 | 07:10 CEST
Changing of the guard in the bull market - Deutsche Bank, TUI and Viva Gold can score!
The valuation on the capital markets has developed quite differently in recent months. The DAX 40 index is currently valued at a P/E ratio of only 12, but this ratio is almost 24 for the growth stocks on the NASDAQ. Some clearly state: "In the DAX, industrial stocks dominate, whereas in the NASDAQ, growth-oriented tech companies prevail." Technology stocks accelerate many times over, even in times of crisis, if the business model fits the times. Nevertheless, they are also subject to interest rate causality, i.e. if refinancing becomes more expensive, the return on equity demanded by investors also increases. In August, the 30-year US bond exceeded the 4.25% yield mark. Historically, this has often signaled a temporary end to the tech bull market. Many second-tier stocks appear to be unjustly neglected. We name three potential beneficiaries of an upward turn in interest rates.
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Commented by André Will-Laudien on August 31st, 2023 | 09:25 CEST
BRICS Realigns: Gold, Silver and Bitcoin in Turnaround! Is this the starting signal for TUI, Desert Gold and Adyen?
The acronym BRIC was coined in 2001 by Jim O'Neill, the Chief Economist of the major bank Goldman Sachs. The now frequently used acronym represents the initial letters of the countries Brazil, Russia, India, and China. At the time, it referred to the four fastest-growing emerging economies outside the Western industrial community G7; later, South Africa was added as the "S". At the August meeting of the BRICS countries in South Africa, a further 40 countries registered their interest in joining, 6 of which were admitted directly by January 2024. Thus, a strong community of states is emerging, covering a full 30% of the world's GDP and 46% of the global population. They all share a common goal: to reduce dependence on the US and the US dollar - thereby lessening Western influence. There are even long-term considerations of a shared currency. A wake-up call for Gold, Silver, and Bitcoin.
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Commented by Nico Popp on August 28th, 2023 | 07:00 CEST
AI hype soon over? Deutsche Bank, NVIDIA, Globex Mining
In September 2022, NVIDIA and Deutsche Bank announced an innovation partnership focused on Artificial Intelligence (AI). The goal: to enhance and secure financial services. A lot has happened since last year's announcement. AI is seen as a productivity booster and "the next big thing." The prices of shares such as NVIDIA have also multiplied since then. This even makes partner Deutsche Bank uneasy. We highlight risks and show alternatives.
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Commented by Stefan Feulner on August 23rd, 2023 | 08:10 CEST
Golden times for investors: Why Nordex, Manuka Resources and SFC Energy are in focus now!
Recent financial news is dominated by companies causing a stir with decisive business decisions and strategic developments. While one player reports a significant major order in the renewable energy sector, another opens up new potential in gold and silver mining. At the same time, a third company is setting benchmarks in its sector with its quarterly figures. These developments could be groundbreaking for investors who are always on the lookout for stable and promising investments.
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Commented by Nico Popp on August 21st, 2023 | 08:00 CEST
China's shadow banks send first shock waves: Deutsche Bank, Allianz, Viva Gold
To many market observers, China was considered the true powerhouse of financial markets. Even when US growth was reaching its limits due to crises, the Chinese continued scoring points with growth rates well above the 5% mark. But the situation has changed. China is increasingly becoming a problem case. The Chinese real estate market is in a predicament. The situation surrounding project developer Country Garden could, much like in the case with Evergrande before, make waves internationally and put German financial institutions in a difficult situation.
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Commented by Juliane Zielonka on August 18th, 2023 | 08:00 CEST
Globex Mining, Deutsche Lufthansa, Rheinmetall: Share prices soar on the back of impressive deals
Globex Mining achieves several deal highlights: The exploration company receives CAD 2 million in cash from Agnico Eagle for a land purchase, with further opportunity for a growing asset. Over 23 months, an additional CAD 6 million is expected to flow to Globex Mining. Then follows an option agreement with Tomagold Corporation on a Canadian gold property at Gwillin Lake near Quebec. Total payments of six figures are due over the next four years. In addition, shares in Tomagold will be transferred to Globex Mining. While German Foreign Minister Baerbock was more conspicuous for flight mishaps, the Lufthansa Group achieved an adjusted EBIT of around EUR 1.1 billion in Q2/23. The subsidiaries SWISS, Austrian Airlines, Brussels Airlines, Eurowings and Lufthansa Technik also posted record results. Furthermore, Rheinmetall is also taking to the skies - now supplying drones to Ukraine.
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Commented by Stefan Feulner on August 16th, 2023 | 05:30 CEST
Covestro, Desert Gold Ventures, Barrick Gold - Waiting for the next push
Although crash prophets have been raising their fingers for months and conjuring up a crash in the largest stock indices, such as the Dow Jones, Nasdaq and DAX, these continue to rush from high to high. On the other hand, precious metals such as gold and silver, which are suitable for crises and as inflation protection, are correcting. At the same time, the general conditions continue to improve, which should lead to sustainably rising prices in the long term.
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Commented by Armin Schulz on August 15th, 2023 | 05:50 CEST
Commerzbank, Viva Gold, Plug Power - What is next for the markets?
While the FED will probably take a break after its last interest rate hike to 5.5%, the ECB could be forced to turn the interest rate screw further, as inflation is only slowly declining. From May to June, the inflation rate in Germany climbed to 6.4%, only to fall back to 6.2% in July. The banking crisis seems to have been overcome after the turbulence between early February and mid-March. An end to the interest rate hike could have a positive effect on the gold price. Another catalyst is the meeting of the BRICS countries on August 22-24, which could decide on a new gold-backed currency. For growth companies, higher interest rates are poison as borrowed money is now much more expensive. We have selected one company from each segment.
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Commented by Juliane Zielonka on August 11th, 2023 | 08:00 CEST
Viva Gold Corp., Novo Nordisk, Vonovia - Gold Rush in Nevada - Dampened mood in Bochum
Viva Gold Corporation is reporting promising progress at its Tonopah Gold Project. Drilling to date proves that the Company can expand new, shallow, high-grade zones of gold mineralization in the Nevada area. For those searching for affordable housing in Germany, affordable living space has become the new gold in recent years. In light of the latest quarterly results, Group CEO Rolf Buch says Vonovia should be charging EUR 20 rent per sqm. Affordable housing is thin on the ground in Germany. Thin is the magic word for the fat plus of the Novo Nordisk share. Since the weight loss injection Ozempic has been on the market, the share price of the Danish pharmaceutical company has been rising inexorably.
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Commented by Juliane Zielonka on August 10th, 2023 | 08:55 CEST
Gold rush mood at Manuka Resources and Rock Tech Lithium, and Bayer writes billion-dollar losses
Australian gold and silver explorer Manuka Resources has successfully shipped its third gold shipment to Australasia's leading independent precious metals assayer, ABC Refinery. Shares in Manuka Resources rose nearly 8% following the news. In addition, the Company now plans regular weekly shipments as it processes various stockpiles from its Mt Boppy gold project. Bayer AG is reporting losses of billions of dollars due to write-downs in its Monsanto agriculture division, again fueling breakup rumors. The group is struggling with significant declines in its glyphosate-based weedkiller business, which is weighing heavily on its finances. A promising newcomer on the commodities horizon is emerging right in Germany's Brandenburg region. There, Rock Tech Lithium is working to develop battery-grade lithium hydroxide monohydrate by building and operating lithium hydroxide production facilities.
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