Gold
Commented by Fabian Lorenz on December 23rd, 2024 | 08:05 CET
Takeover candidates 2025: Plug Power, Evotec, Desert Gold
Will Plug Power be taken over, or is there a risk of a sharp drop in the share price? The latter is possible in the coming weeks, and shareholders must be careful. A hot takeover candidate in the gold sector is Desert Gold. Analysts see significant upside potential, and the Company is convincing with an exciting mix: production is expected to start in 2025, the resource has increased to 2 million ounces, and gold producers with deep pockets are active in the neighbourhood. At Evotec, a takeover attempt – albeit an amateurish one – has already failed this year. Will financial investor Triton make a serious bid in 2025, or will Deutsche Bank prove right with a target price of EUR 4?
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Commented by Fabian Lorenz on December 17th, 2024 | 07:20 CET
Outperformers to Buy for 2025: JinkoSolar, Barrick Gold, Newmont, Thunder Gold
Will gold mining and solar stocks be among the outperformers of 2025? The chances of them performing better than this year certainly look promising. Thunder Gold's stock has already performed well in recent months, and rightfully so: management believes it is possible to expand the resource of this exciting project in Canada to 2 million ounces. If it succeeds, the exploration company will become a hot takeover candidate. This is because major players like Barrick Gold and Newmont have underperformed this year and might face shareholder pressure to end their restraint on acquisitions. As usual, takeover fever should then spread to explorers like Thunder Gold. Barrick faces problems in West Africa, and Newmont is focused on cost reduction. And what about JinkoSolar? Not only does the Company want to buy back more of its own shares, but it is also working on a solar OPEC.
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Commented by André Will-Laudien on December 12th, 2024 | 07:30 CET
Find the 100% opportunities for 2025! Rheinmetall, Renk, Globex Mining, C3.ai and Palantir in focus
After a 30% rise in prices in the major indices since the beginning of the year, investors are asking themselves how they can weatherproof their portfolio for 2025. On the one hand, a well-defined stop strategy for overheated high-tech stocks is an option. Therefore, the topic of trailing stops should be studied in more detail and implemented. For new investments, there are always interesting setbacks to get back in on the next party. This scenario currently applies to the defense stocks Renk and Rheinmetall. Globex Mining covers almost the entire range of strategic metals that are indispensable for high-tech and defense manufacturers. Furthermore, some AI stocks like Palantir or C3.ai deserve a critical look. Accumulated profits could quickly disappear again here. We are delving deeper into the analysis.
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Commented by Stefan Feulner on December 12th, 2024 | 07:05 CET
MicroStrategy, Thunder Gold, C3.ai – These are the favorites
The 2024 stock market year is coming to an end, and despite all the uncertainties in geopolitics, leading stock indices, Bitcoin, and the precious metal gold are close to their historic highs. While looking at the favorites for the coming year, companies involved in artificial intelligence are expected to continue to perform well. The majority of experts remain bullish on Bitcoin and gold.
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Commented by André Will-Laudien on December 11th, 2024 | 07:15 CET
DAX 25,000 and gold at 3,500 next year? Position now with Lufthansa, TUI, Desert Gold, and Barrick Gold
After an extensive stock rally in 2024, many investors are wondering what the New Year 2025 will bring in terms of investments. Hopes are resting, on the one hand, on the upcoming conservative government changes in the US and Germany. There is great confidence in a new supply-side industrial policy flanked by further interest rate reduction measures. Deregulation of bureaucracy and tax relief could usher in a new era of corporate profitability, especially in Germany. This might eventually lead to the return of foreign investments and job creation, replacing the red-green visions of a carbon-neutral 28-hour workweek with full pay. We provide some insights on where and how profits might flow again.
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Commented by André Will-Laudien on December 3rd, 2024 | 07:10 CET
Year-end rally: DAX high, Bitcoin, or gold? SMCI, Thunder Gold, Dell and SAP under the microscope
December begins as November ended: New highs on the DAX, high-tech stocks remain in demand, and Bitcoin and gold are consolidating slightly. With only 16 trading days left, now is the time to find the right portfolio structure for 2025. Despite unbridled investor optimism, next year could see a sector rotation that causes the overbought stocks to consolidate and brings long-neglected stocks to the forefront. At Super Micro Computer, many uncertainties are now being put into perspective. Its partner, Nvidia, has not been able to report any new highs since the Q3 figures. On the other hand, SAP is enjoying record growth, having seen one of the strongest rebounds since its founding. What happens now? Here are some ideas for risk-conscious investors.
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Commented by Stefan Feulner on December 3rd, 2024 | 07:00 CET
Coinbase, Desert Gold Ventures, MicroStrategy – On to new records
Donald Trump's transformation from crypto skeptic to unconditional supporter boosted digital currencies after his election and brought Bitcoin close to the USD 100,000 mark. In contrast, precious metals lost ground following his election victory but have already regained their lost territory. While the gold price remains close to its historic highs, promising producers and exploration companies are far from record levels, offering substantial long-term catch-up potential.
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Commented by Juliane Zielonka on November 29th, 2024 | 07:00 CET
RWE, Globex Mining, Plug Power - Energy transition: Euphoria, disillusionment, and investment opportunities
The path to a sustainable energy supply is not linear but is characterized by successes, setbacks and surprising developments. Despite possible supply risks, the German energy giant RWE is posting record earnings of EUR 4 billion (EBITDA) and is a thorn in the side of the Federal Cartel Office due to its market dominance. With its "mineral bank" model, mining specialist Globex Mining proves how traditional commodity businesses can also develop sustainably. The mining sector faces a double challenge: on the one hand, the industry contributes massively to the increased carbon footprint, while on the other hand, it is indispensable for the energy transition, as the demand for metals for batteries and renewable energies is increasing dramatically. With over 252 projects and smart royalty rights, Globex Mining is growing continuously, and its enterprise value is increasing. Hydrogen pioneer Plug Power, on the other hand, is struggling with a significant 20% revenue drop despite ambitious growth targets. "Hope dies last," one thinks when considering the perseverance of Plug Power's management. Where do investment opportunities lie?
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Commented by Juliane Zielonka on November 28th, 2024 | 07:15 CET
Barrick Gold, Desert Gold, Novo Nordisk - How political decisions and market opportunities drive prices
The capital markets are again demonstrating how closely intertwined political decisions, external market factors, and entrepreneurial skills are. The planned expansion of Medicare and Medicaid coverage of obesity drugs could open up new growth prospects for the Danish pharmaceutical giant Novo Nordisk in the US. However, the wind of change is blowing in the direction of a new administration with a strong reputation in the US healthcare sector. Industry giant Barrick Gold shines with impressive numbers, with operating cash flow alone at USD 23 billion. Meanwhile, explorer Desert Gold is securing fresh capital through clever financing for its promising SMSZ gold project in Mali, Africa. Here is what investors should be looking out for now.
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Commented by Juliane Zielonka on November 28th, 2024 | 07:00 CET
Thunder Gold Corp., Amazon, Rheinmetall - Record values for gold, AI and armaments
The technology landscape and the commodities sector are currently showing their most dynamic side. Thunder Gold Corporation is delivering exceptional exploration results in Ontario, Canada. The reported gold grades of 9.12 g/t Au over 12.66 m are not only the strongest in the project's history, but they also indicate a potentially large gold deposit. The project's strategic location, with direct access to important infrastructure, further enhances the potential of this area. Amazon is making a technological breakthrough in the highly competitive AI chip market. With its new Trainium 2 processor, the tech giant is taking a direct shot at market leader Nvidia. The promised fourfold increase in computing power at a significantly lower cost could fundamentally change the balance of power in this billion-dollar market. Rheinmetall is also continuing its growth course. Deutsche Bank is significantly raising its estimate and the target price to EUR 700. The Düsseldorf-based company, which wants to double its sales to EUR 20 billion by 2027, is benefiting from a new major order from Canada worth EUR 215 million.
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