Gold
Commented by André Will-Laudien on April 17th, 2024 | 06:30 CEST
Discount battle over: Commodities on the counter-offensive! Rheinmetall, Power Nickel, BASF and Varta in focus
Since the bombing of Israel by Iran, the clocks are ticking differently in the Middle East. The next stage of escalation has been reached. If Israel now uses the right to defense as an opportunity to initiate something bigger, it is here: the conflagration. Gold and silver are shining as safe-haven currencies and pulling long-neglected commodity shares through the roof. Now is the time to keep the sails in the wind and ride the long-awaited upward momentum. In the energy transition, strategically safer jurisdictions that can safely serve the growing hunger for commodities are still in demand. We highlight a few opportunities.
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Commented by André Will-Laudien on April 16th, 2024 | 07:05 CEST
The cannons are thundering, and gold and silver remain in demand! Barrick, Newmont, Desert Gold and SMT Scharf in focus
The overnight attack by Iran on Israel underscores the current geopolitical uncertainty. Regardless of whether there is further escalation in the Middle East, the world has already changed dramatically since February 2022. This includes shifts in investor behavior. Until the first quarter of 2024, shares in the artificial intelligence and high-tech sectors were bullish; now, defense stocks and precious metals are on the agenda. After decades of disarmament, NATO, in particular, is now facing a decade of rearmament, and private investors are expressing their restraint in consumption by increasing their focus on private security. This is reflected in the increased purchases of gold and silver. For years, precious metals have been stable guarantors of the daily dwindling purchasing power. We believe that the new valuation cycle in the commodities sector is only just beginning, which is why we are examining favorable entry opportunities.
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Commented by Stefan Feulner on April 15th, 2024 | 06:45 CEST
First Majestic Silver, Desert Gold, Albemarle - Escalation paves the way
The events at the weekend, during which Iran carried out a massive airstrike on Israel for the first time, are likely to have escalated the already troubled geopolitics to a new level. It is not yet known whether Israel is planning a counter-attack. Precious metals gold and silver are once again likely to benefit from the uncertainties following the rather weak close to the week. The yellow precious metal could recapture the USD 2,400 per ounce mark, which could also boost the shares of producers and gold exploration companies.
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Commented by Fabian Lorenz on April 11th, 2024 | 07:00 CEST
Out of defense, into gold!? Renk, Barrick Gold, Desert Gold
On Tuesday, German defense stocks were shaken briefly and sharply. In a flash crash, Renk, Rheinmetall and Hensoldt fell by more than 10%. This indicates that defense stocks have run hot. The future prospects for the companies are undeniably positive, but a consolidation is in order. Gold is an entirely different story. The price of the precious metal is at record levels, but the shares of gold producers are still a long way from their 2020 highs. This applies to the heavyweights like Barrick Gold and Endeavour Mining, but even more so to the explorers. One of the promising explorers is Desert Gold. The Company operates in an attractive region, is on the verge of becoming a Tier 1 mine producer, and is a takeover candidate. Barrick Gold is one of many companies that could make a move on Desert Gold.
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Commented by Stefan Feulner on April 9th, 2024 | 06:45 CEST
Palantir, Globex Mining, Bayer - The trend is pointing upwards
After a successful first quarter of 2024, the DAX and Dow Jones took a well-deserved breather last week. In contrast, the precious metal markets for gold and silver continued their upward trend. Gold also reached new absolute highs of USD 2,354 per ounce. While gold producers such as Barrick Gold and Newmont remained in hibernation, they have been following the rising base price for several weeks now. There is currently also an opportunity for smaller commodity stocks to participate disproportionately in the upward trend.
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Commented by Stefan Feulner on April 8th, 2024 | 06:45 CEST
Geopolitical uncertainties - Sibanye Stillwater, Saturn Oil + Gas and Barrick Gold benefit
In addition to the stock markets, which reached new highs last week, the direction of precious metals and oil is also clearly pointing upward. While gold also reached a new all-time high, silver has significant catch-up potential compared to its big brother. In the case of black gold, the current uncertain geopolitical situation could cause oil prices to break through the USD 100 per barrel barrier once again.
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Commented by Juliane Zielonka on April 5th, 2024 | 07:30 CEST
Desert Gold Ventures, Barrick, Intel - Stagflation in the US as a gold price turbo?
Gold has reached another record level of over USD 2,300 per ounce. Investors are betting that the US Federal Reserve will cut interest rates later this year. Gold has been on an upward trend since mid-February. On the one hand, it has a reputation for maintaining or increasing its value during periods of inflation. On the other hand, it is seen as a store of value should FIAT money be significantly devalued - after all, gold has been considered a currency for millennia. For Desert Gold Ventures, the timing is right to complete its exploration drilling program in Africa. Demand for the precious metal is unabated. These are good times for gold explorers and producers. Barrick CEO Mark Bristow suspects stagflation in the US, which will further drive up the price of gold. Declining economy and rising inflation? It is not a suitable environment for US companies. One company seemingly lagging behind is Intel. The Company issued a profit warning this week. We take a look at what this means for investors.
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Commented by Stefan Feulner on March 19th, 2024 | 07:15 CET
Nvidia, Manuka Resources, Aurora Cannabis - All the rage
The stock markets continue to boom. The DAX was able to climb above the psychologically important 18,000-point mark, at least in the short term, while other asset classes, such as gold and Bitcoin, also reached new highs. By contrast, different sectors, such as hydrogen and cannabis, have continued to plummet in recent weeks. The latter, in particular, has received an upward boost from the US government's statements, which could herald a trend reversal.
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Commented by Stefan Feulner on March 12th, 2024 | 06:45 CET
Barrick Gold, Desert Gold Ventures, Newmont - When will the next surge follow?
Gold is shining again. After reaching a new all-time high, the crisis and inflation hedge is back in the mainstream. While there has been little to read about the yellow precious metal in the newspapers in recent weeks, gold articles are currently among the most visited. During the initial impulse of the recent rise, mining stocks lagged significantly. However, if the positive trend continues, they could make up for this with disproportionately high price gains.
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Commented by André Will-Laudien on March 6th, 2024 | 11:40 CET
Bitcoin soon at USD 100,000? The music is also playing at Rheinmetall, Renk, Manuka Resources and BYD!
The stock market is not a one-way street. While Bitcoin reaches new highs daily, many stocks are still on the sidelines. Only 21% of all listed shares reached a new high in 2024, yet the Nasdaq 100 and the DAX 40 index are at their all-time highs. Only a few stocks are gaining favour with investors; others are being left behind. The current focus is on high-tech stocks that enable ever-greater computing power, such as in mining or artificial intelligence. In addition to gigantic amounts of data, mining requires trillions of computing operations to be carried out in a very short time. There are rewards in the form of new bitcoins for confirming transactions on the blockchain, but they will be halved by the next "halving" event in April. Armament values, on the other hand, seem to be heating up. So how much time is left to reap further leaps in returns?
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