Gold
Commented by André Will-Laudien on January 25th, 2023 | 14:07 CET
Last generation upswing 2023? TUI, Lufthansa, Alerio Gold, Aurelius - opportunities upon opportunities!
The year 2023 has shown its friendly side in the first weeks. Despite highs in the indices, however, there is light and shade. For example, the Association for Consumer Research (ACR) recently found in a survey that consumers in Germany are entering the new year with significantly more confidence in economic development. This means that the ACR consumer climate index has risen for the fourth time in succession. The propensity to buy things nevertheless remains at a very low level. The new purchases indicator thus fell by 2.4 points to minus 18.7 points. Uncertainty in the face of crises and inflation remains very pronounced, with many households expecting significantly higher heating bills in the coming months. Many are putting money aside for this, which is now not being used for other expenses. However, shares are being bought, and we give a few examples.
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Commented by Fabian Lorenz on January 25th, 2023 | 13:54 CET
Bayer shares soon to reach triple digits? Barrick Gold and Desert Gold praised by analysts
Will Bayer be broken up, or will triple-digit share prices beckon? According to media reports, more and more investors are calling for the former. Most recently, Bluebell Capital Partners. According to the Bloomberg news agency, the British investor is calling on the DAX-listed Company to separate its Crop Science and Pharmaceuticals divisions. This could lead to a 70% increase in value for shareholders. Analysts also see considerable share price potential and believe that triple-digit prices are possible. Gold is also shining again. However, this has yet to be realized by exploration companies in particular. Experts see the chance of a revaluation at Desert Gold, for example - through takeover fantasy and drilling results. Besides B2Gold, Barrick Gold also comes into question as a buyer. The industry leader is also recommended as a buy, despite weakening Q4 results.
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Commented by Stefan Feulner on January 20th, 2023 | 13:50 CET
Cameco, Tocvan Ventures, Barrick Gold - Shining in new splendor
The era of hefty interest rate hikes is coming to an end, but high inflation remains. That is bad news for the economy and society. But for precious metals, which serve as inflation protection, this is grist to the mill. In addition to the gold price, another metal has celebrated a comeback recently. Uranium was able to bottom out after a bear market that lasted for years. With demand rising due to climate change, stocks in this sector should promise sustainable gains.
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Commented by Armin Schulz on January 18th, 2023 | 10:46 CET
K+S, Alerio Gold, American Lithium - Which commodity stocks offer the most potential in the supercycle?
Commodities will outperform the other major asset classes, equities, bonds and currencies, in the new year. Goldman Sachs has been predicting a commodities supercycle for some time. Of course, not all commodities will perform equally well. There is a supply problem in some areas. In the US, for example, experts are critical of corn or soybean inventories. Therefore, we look at three companies and shed light on whether the commodity produced could experience a boom in 2023.
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Commented by Fabian Lorenz on January 17th, 2023 | 16:28 CET
Commodity stocks poised for a comeback? Barrick Gold, American Lithium, Globex Mining, Standard Lithium
Inflation is weakening, and the interest rate cycle is nearing its end. This argues for a comeback of gold mining stocks. In any case, the gold price is already pointing in the right direction. Now heavyweights like Barrick Gold must follow. Explorer shares offer disproportionate opportunities. However, Globex Mining is an interesting alternative for those who shy away from individual risks. With more than 200 investments in the commodity sector, the Canadians are positioned similarly to a fund. Currently, the cash balance alone corresponds to half of the market capitalization. In addition, there is positive news from the projects. The lithium sector is also starting to recover. Companies like Standard Lithium and American Lithium are recovering from the sell-off at the end of the year. In addition, takeover fantasy attracts.
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Commented by Armin Schulz on January 11th, 2023 | 13:03 CET
Barrick Gold, Desert Gold, Newmont - Gold shares on the rise
Gold and gold mining stocks are in demand again, and the chances are good that the trend will continue. The US dollar was solid last year, weakening demand for the yellow metal, but recently the currency lost value. In addition, there are signs of an easing of the FED's interest rate policy, as inflation in the US has already fallen significantly to 7.1%. Central banks are buying gold in large quantities, which also positively impacts the gold price. The bottom line is that the outlook for gold is brightening considerably. Reason enough to take a closer look at three gold companies.
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Commented by Nico Popp on January 10th, 2023 | 11:42 CET
A wake-up call for gold - China as an indicator: Deutsche Bank, Alerio Gold, JinkoSolar
For years, gold has not been as exciting as it is today. Why? Central banks, like the Bank of China, have recently been bullish on gold. In addition, many economies will slide into recession in 2023 - traditionally, a good environment for gold. We look at the past, pick up on current facts and explain which stocks have potential.
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Commented by André Will-Laudien on January 9th, 2023 | 17:38 CET
An explosive start to 2023 for GreenTech and battery shares - BASF, Manuka Resources, Freyr and Varta in turnaround
In 2023, international pressure to initiate the climate turnaround remains. One potential path is seen in e-mobility. Despite the enormous development efforts of the last 5 years, no battery solution has yet been launched that could match the performance characteristics of a last-generation diesel powertrain. Key characteristics here are cost and sustainability in manufacturing, range, lifetime and safety. Nevertheless, progress is being made in the chemical mix of battery components, and some companies are making a name for themselves here. We analyze the current status.
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Commented by André Will-Laudien on January 6th, 2023 | 10:18 CET
Tesla share continues to crash! Volkswagen, BYD, Kodiak Copper, Mercedes - E-mobility in distress?
E-mobiles still account for a single-digit percentage of all vehicles worldwide, but the growth trends speak a clear language: the world will electrify in mobility! Anyone following the price of copper should note one important point - copper is an important industrial metal that is not only used in cars. The biggest consumers are the construction and infrastructure industries. And these sectors are suffering from extreme inflation, high interest rates and the resulting economic decline in demand. For the copper price, of course, this also means no exuberant scarcity at present, and thus falling prices from around USD 5.00 to currently around USD 3.80 per pound. So, as with all commodities, timing in the economic cycle is the key determinant of investment success. Which stocks are in focus now?
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Commented by Stefan Feulner on January 4th, 2023 | 07:23 CET
Rheinmetall, Globex Mining, Brenntag - Just before the breakout
The themes of the past year are likely to continue to dominate the markets in 2023. Despite excellent prospects, shares from the renewable energy and electromobility sectors corrected strongly and are currently trading at attractive long-term levels. Due to strong demand from this sector and the strengthening of the defense sector since the Ukraine conflict, commodity producers benefit in turn. In particular, companies from the Western world are likely to move closer into focus here.
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