Gold
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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Commented by Fabian Lorenz on January 4th, 2023 | 07:17 CET
Takeover fever 2023? BioNTech, Barrick Gold, Standard Lithium, Manuka Resources
The pharmaceutical sector was already in takeover fever last year. BioNTech partner Pfizer, among others, made several acquisitions. The hunger for acquisitions is likely to continue in the current year as major pharmaceutical and biotech companies are looking to fill up their pipelines. The current year could also be exciting for gold stocks. In 2022, companies failed to keep pace with the positive gold price. Producers of raw materials for the energy transition could also get into takeover fever. Manuka Resources could benefit from the latest two trends. The Canadians have just carried out a capital measure to advance their projects. Corporations could also target specialists like Standard Lithium. Rumours that Tesla is looking at lithium projects have been doing the rounds for a long time. And what about Barrick Gold and BioNTech?
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Commented by Juliane Zielonka on January 3rd, 2023 | 08:38 CET
Desert Gold Ventures, Amazon, Volkswagen - Commodities in hot demand, while big tech and Automotive in a nosedive
The new stock market year is starting with a strong pole position for commodities and companies like Desert Gold Ventures, which is looking for gold in Mali. Mali is the third-largest gold-producing country in the world. Desert Gold Ventures' 'SMSZ Project' already surrounds 6 active gold mines, and drilling for 2023 is secured. Things remain shaky for big tech companies like Amazon and automotive like Volkswagen. Can the past Christmas sales bring Amazon's once largest pillar back into the black? Will the Wolfsburg-based company recapture its market power through restructuring in procurement?
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Commented by Stefan Feulner on January 3rd, 2023 | 08:30 CET
Growing optimism at Deutsche Bank, Alerio Gold and Sartorius
The volatile and weak stock market year 2022 is history, but the issues with rising inflation combined with fears of recession as well as the uncertainties in geopolitics with existing and threatening conflicts in Ukraine and Taiwan remain. Thus, at least the high volatility is likely to continue. Despite all the imponderables, many experts see opportunities for a thoroughly positive stock market year. In the gold sector, too, new price targets beyond 2000 are already being passed around. Many shares from this sector therefore offer attractive long-term entry opportunities at a reduced level.
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Commented by Juliane Zielonka on January 2nd, 2023 | 11:49 CET
Tocvan Ventures, BASF, BYD - These companies are set to scale up
Gold is a key ingredient in the telecom industry. If Apple scales up its iPhone and iPad production in India with partner BYD, the demand for gold will increase immensely. Canadian explorer Tocvan Ventures specializes in exploring and mining gold sites in Mexico. After successfully exploring the area in the "Pilar Project", the Company is going to the next round. Analysis of the percentage of gold in the current drilling is pending. Things could also be looking up again for BASF. Subsidiary Wintershall Dea has discovered a hot commodity in the Norwegian Sea.
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Commented by Armin Schulz on December 30th, 2022 | 10:04 CET
Barrick Gold, Globex Mining, Rio Tinto - Commodity supercycle continues in 2023
2022 was the year of energy commodities. Goldman Sachs expects commodities to continue to deliver the best returns for investors in 2023, with increases of over 40%. Goldman Sachs has been predicting a commodity supercycle since late 2020. In 2023, the price of Brent crude oil is forecast to rise to USD 105 per barrel in the last quarter, and the price of copper is forecast to rise from around USD 8,400 to USD 10,050 per ton. The main argument is the low level of investment in the commodity sector, which is unlikely to meet demand. Therefore, today we look at three companies from the commodity sector.
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Commented by Stefan Feulner on December 29th, 2022 | 09:32 CET
Infineon, Manuka Resources, Barrick Gold- The acquisition wave is underway
In times of inflation, rising interest rates, skyrocketing energy prices and global recession fears, the consolidation process will likely accelerate significantly in many industries next year. Capital-intensive, as yet unprofitable companies with an innovative business model face major challenges if they are to retain their independence in the future. Larger groups are already digging in their heels to prepare their portfolios for the future. Especially in the precious metals sector, increasing acquisition activity has been observed in recent weeks.
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Commented by André Will-Laudien on December 29th, 2022 | 08:37 CET
200% possible at ThyssenKrupp and Tocvan Ventures, and question marks at VW and BASF
As we approach the end of the year, it is difficult to separate the real economic opportunities from the current war and crisis scenarios. The forecasting institutes are also poking around in the fog with their statements for 2023, with a still conciliatory economic development at the zero line being defined subject to falling interest rates and declining inflation. Under the sword of Damocles of a possible gas crisis starting in March, however, all predictions turn negative because Germany as an industrial location is already struggling considerably with the energy and electricity price increases. So how do you select a top performer for the portfolio?
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