Gold
Commented by Nico Popp on September 1st, 2025 | 07:05 CEST
The key to higher returns: How ESG is making Newmont, Intel, and Almonty more successful
Just a few years ago, ESG was a buzzword that companies in industry and mining could use to present themselves in a favorable light. Today, standards for sustainable business practices are clearly defined and bring tangible benefits to all who adhere to them. For example, cooperation with local residents and adherence to high environmental standards at mining companies such as Newmont and Almonty ensure better financing conditions and motivated, skilled workers. Potential customers such as Intel also pay close attention to the conditions under which raw materials are extracted. In this article, we explain how ESG and returns go hand in hand.
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Commented by Fabian Lorenz on August 27th, 2025 | 07:00 CEST
TAKEOVER rally and analyst reactions! Puma, CTS Eventim, AJN Resources!
Gold hopes, concert frustration, and takeover speculation—three exciting stories are currently moving the stock market. AJN Resources is starting the next phase of exploration and hopes to find millions of ounces of gold in Ethiopia. To this end, it has a strong partner on board. CTS Eventim shocks investors with weak figures, but analysts remain surprisingly calm. Is the stock now a buy? And at Puma, the possible exit of the Pinault family is causing the biggest jump in the share price in two decades. Is the cult brand facing a takeover from China? Analysts remain skeptical.
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Commented by Stefan Feulner on August 26th, 2025 | 07:15 CEST
Freeport-McMoRan, Desert Gold Ventures, Rio Tinto – Investing in the future
What happens after Jackson Hole? Following Federal Reserve Chairman Jerome Powell's speech, which boosted the markets with the prospect of possible interest rate cuts later this year, Nvidia's earnings report on Wednesday will take center stage this week. Any disappointment could cause recent gains to vanish into thin air. Meanwhile, the price of gold remains stable and, after a brief sideways movement, could take off to new heights.
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Commented by Nico Popp on August 25th, 2025 | 07:15 CEST
China boosts gold – Now insurers are joining in: Sranan Gold, China Life, Allianz
China is moving the markets. The latest China bombshell concerns gold. Starting this year, Chinese companies are required to invest 1% of their assets in physical gold. This change underscores the Chinese authorities' view that gold is a key anchor of stability for the financial system. Considering the huge capital reserves of Chinese insurers, up to USD 27 billion could flow into the gold market. Analysts are celebrating the additional institutional demand, and companies like China Life are showing strong cooperation. But the best news is yet to come for gold investors.
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Commented by André Will-Laudien on August 25th, 2025 | 07:00 CEST
100% with NATO contracts from the air! Airbus, Globex Mining, Boeing, and Lufthansa
The craziness continues! NATO member states have agreed on new planning targets for armaments and capabilities and, according to Secretary General Mark Rutte, have increased the requirements for air and missile defense by about 30%. Rutte stated: "We need more resources, troops, and capabilities to be prepared for any threat." German Chancellor Friedrich Merz emphasised that Germany would provide all the necessary resources to expand the Bundeswehr into the strongest conventional army in Europe. According to experts, large-scale defense projects, particularly in the aerospace sector, will require enormous investments and far-reaching acquisitions. Across Europe, around EUR 300 billion is expected to be invested in air forces by 2030. Investors should now set the course to benefit from the flood of orders in the aerospace sector.
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Commented by Nico Popp on August 22nd, 2025 | 07:10 CEST
Gold story remains intact – Three good ideas for every portfolio: Dryden Gold, Kinross Gold, and Barrick Mining
"Gold is money. Everything else is credit" – banker JP Morgan recognized this long ago. The precious metal is currently in high demand again. ETF investors in particular, but also central banks, are betting on gold. In July, global holdings in ETFs climbed to 3,639 tons, the highest level since August 2022. Central banks have purchased around 1,000 tons of gold annually over the past three years – about twice the amount they bought per year in the previous decade. This shows that demand from both private and professional investors remains unbroken. We present three promising gold stocks and explain where even speculative investors can get their money's worth.
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Commented by Fabian Lorenz on August 22nd, 2025 | 07:05 CEST
EXCITEMENT at RENK and Power Metallic Mines! Sell SMA Solar shares now?
Power Metallic Mines shares have risen by around 30% in recent weeks. According to the CEO, however, this is likely to be just the beginning. Operational progress in developing the world-class multi-metal project discovered last year could lead to a dynamic turn by the end of the year. Perhaps last year's 200% gain will even be repeated? RENK shares have gained over 200% in the current year alone. To ensure long-term success, the gearbox specialist aims to expand its business model and offer smaller autonomous tanks, among other things, in the future. SMA Solar shares have performed surprisingly well this year. Can the rally continue, or will the skeptical analysts ultimately be proven right?
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Commented by Fabian Lorenz on August 20th, 2025 | 07:00 CEST
Puma, Evotec, and Globex Mining: INSIDER ALERT and BUY RECOMMENDATION!
Insider alert at Puma. Is this the start of a comeback for the share? In addition to the purchase of shares by a board member, analysts are also expressing optimism. The turnaround of the sportswear manufacturer could succeed and bring shareholders returns of over 100%. Insiders have not bought any Evotec shares for a long time. Such a move would boost investor confidence in the Company's realignment. The stock remains under pressure. In contrast, it is likely only a matter of time before Globex Mining breaks out of its sideways channel to the upside. The business model offers the opportunity to participate in exploration opportunities in the commodities sector with reduced risk. The Company is debt-free, and the news flow is positive.
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Commented by Nico Popp on August 19th, 2025 | 07:00 CEST
Ethiopia – The underestimated growth hotspot: WeBuild, Heineken, AJN Resources
Prejudices serve a purpose in the human psyche: they simplify things and help us process information more efficiently. But every now and then, we should take a critical look at our prejudices - especially when it comes to investing in Africa. Experts on the continent have always pointed out that each economy must be viewed on its own merits. Some countries have been making steady progress for years, and only the most astute investors are taking advantage of this. We take a look at Ethiopia and show that instead of suffering and misery, the country is increasingly offering stability and prosperity. It is no coincidence that major corporations like WeBuild, Heineken, and young innovators like AJN Resources are investing in this East African country.
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Commented by Fabian Lorenz on August 14th, 2025 | 07:15 CEST
BOMBSHELL! RENK, Bayer, Desert Gold! Who has the potential to multiply?
Bombshell at RENK! Order intake is exploding! Revenue and earnings are also already up significantly. After Rheinmetall and Hensoldt posted rather disappointing figures, the defense boom appears to be reaching the tank transmission specialist. The stock is reacting strongly. Meanwhile, the share price of gold explorer Desert Gold has not yet responded to the recent Preliminary Economic Assessment (PEA). This is surprising, as the returns are high - even with the conservative gold price assumptions. In an interview with analysts, the CEO once again explains the opportunities. GBC Research sees potential for multiplication here. At Bayer, investors have recently been focusing more on litigation risks in the US than on upside potential. However, the latest news from the pharmaceutical division is driving the Leverkusen-based company's shares up again. Is the weak phase finally over?
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