Gold
Commented by André Will-Laudien on September 11th, 2024 | 07:15 CEST
Caution: The next commodity rally boosts Globex but brings higher costs for VW, BMW, and BYD!
The price of copper exceeded the USD 9,000 mark again in September, and future prices remain stable above the USD 9,400 mark. This makes it clear to high-tech manufacturers and producers of alternative energies that the desired electrification will cause significantly higher costs than anticipated. Despite the global economic stagnation, commodity prices remain high. This is mainly due to the general increase in operating costs in mining operations. Energy, material, and personnel costs have seen the most significant increases in over 30 years since 2020. Major consumers of industrial metals, in particular, are now having to dig deeper into their pockets. For some, this is feasible, but for mass producers such as Volkswagen or BYD, this means increased pressure on margins. Where are the opportunities for investors?
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Commented by André Will-Laudien on September 10th, 2024 | 07:15 CEST
Warning: DAX and stock correction - Here come the Comeback stocks! TUI, ThyssenKrupp, Nucera, Desert Gold, and Lufthansa
The stock market gives and takes. After a sharp correction in July, there was a real buying frenzy in August. Surprisingly, however, the old crowd pullers did not reach new highs. Chart technicians interpret this as a dangerous double top with a subsequent sell trigger, which was already in place last week. So, while the major stocks continue to sell off day after day, the underperformers of recent months are starting to attract renewed attention. And if the rotation is successful, quick rebounds with decent returns are on the cards. We take a closer look at a few turnaround candidates.
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Commented by Stefan Feulner on September 2nd, 2024 | 07:15 CEST
PayPal, Desert Gold Ventures, and Nel ASA facing decisive milestones
Despite fears of recession and increasing geopolitical tensions, Germany's leading index, the DAX, and the Dow Jones reached historic highs and generated fresh buy signals. The precious metal gold is also unstoppable and, after a brief breather, is once again targeting the USD 2,531 per ounce mark. The smaller gold producers and exploration companies, which have so far hardly been able to capitalize on the strong rise, should also benefit disproportionately from a longer bull run.
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Commented by Fabian Lorenz on August 23rd, 2024 | 07:00 CEST
Share price jump and share buyback! Rheinmetall, Barrick Gold, Globex Mining
When will the consolidation of Rheinmetall shares end? After jumping to a new all-time high last week, the share price has gone into reverse gear this week. News from Germany and Poland is unsettling investors. What do analysts say? In contrast, Barrick Gold is doing well. Following convincing quarterly figures, the share is on the verge of breaking through a long-standing resistance level. Globex Mining is also benefiting from the gold boom. The mining incubator is impressing with a positive news flow. Can the share buyback program boost the share? Experts see an opportunity for outperformance.
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Commented by Stefan Feulner on August 19th, 2024 | 07:00 CEST
Alamos Gold, Prismo Metals, Hudbay Minerals - Gold breaks out, copper turns, act now!
After a brief pause, gold returned with a brilliant breakout and crossed the USD 2,500 per ounce mark for the first time. This new all-time high has generated a striking buy signal. The conditions, with further escalation in geopolitics, provide the best opportunities for continued price increases. Copper also sent out positive signals. Despite economic concerns, the industrial metal may have found a bottom after the correction of recent weeks.
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Commented by Fabian Lorenz on August 15th, 2024 | 07:15 CEST
Takeover! Records! All-time high! Rheinmetall, Barrick Gold, Prismo Metals, and TUI
Strong figures, a takeover, and a share at an all-time high - Rheinmetall is bursting with strength. How much further can the share go? The gold price is also at an all-time high, and industry heavyweight Barrick has released strong figures. Is this finally the time for gold shares and explorers in particular? One exciting candidate is Prismo Metals. The Canadians are not only drilling for gold but also for copper and silver. The newcomer appears to be ripe for a price surge. The TUI share is still a long way from its all-time high. However, a competitor's operational development and insolvency give hope for rising share prices.
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Commented by Armin Schulz on August 13th, 2024 | 07:00 CEST
Commerzbank, Desert Gold, Coinbase - Which assets retain their value in a crash?
Following the financial crash, investors are increasingly seeking safe and profitable investment opportunities. Traditional savings methods at banks offer security but often only yield low returns. Gold, on the other hand, has been considered a crisis-proof store of value for centuries and experiences a resurgence in uncertain times. At the same time, cryptocurrencies like Bitcoin are gaining popularity, both because of their high return potential and their decentralized nature. We therefore take a look at one company from each sector and see how the shares have reacted in the latest setback.
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Commented by André Will-Laudien on August 12th, 2024 | 07:45 CEST
After the crash, buy defense, big data, and high-tech now! Rheinmetall, BYD, VW, Globex Mining, and Palantir in focus
The DAX had gained a good 13% by the summer, while the tech-heavy NASDAQ 100 index saw an even more significant increase of 24%. However, much of this progress has melted away in recent weeks. Due to ongoing geopolitical uncertainties, especially in the Middle East, the stock markets experienced a summer setback. This is not uncommon for this time of year. There are often index corrections, which then transition seamlessly into the year-end rally from late fall. The FED could be the driving force this year. Renowned investment banks expect the September meeting to mark the start of a longer cycle of interest rate cuts by a total of 5 measures. This would likely mark the starting signal for the next super bull markets. Before then, we will separate the wheat from the chaff to ensure your portfolio is correctly positioned.
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Commented by Armin Schulz on August 6th, 2024 | 07:00 CEST
Barrick Gold, Prismo Metals, BASF - Precious metals as a safe haven in a crash
Last week, the indices recorded a noticeable decline on Thursday and Friday. The Fear and Greed Index is approaching a state of extreme fear, indicating that market sentiment is dominated by uncertainty and panic. In such times, investors often flee to safe havens, such as precious metals, while selling almost all other assets. This shift can lead to further turbulence on the markets and demonstrates how strongly emotions and risk behaviour influence events on the financial markets. We therefore take a closer look at two precious metal companies and analyse BASF, a stock that has been hit harder by the crash.
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Commented by Stefan Feulner on August 5th, 2024 | 07:15 CEST
BYD, Globex Mining, Coinbase - New opportunities after the price storm
Weak labour market data from the US, which once again increased fears of a recession, the Intel shock, and the further escalation of the situation in the Middle East, put additional pressure on stock markets around the globe. The Dow Jones fell by just under 3% over the week, while Germany's leading index, the DAX, lost over 4.5% in the same period. The market's overall weakness meant that positive company reports took a back seat. This creates opportunities at a discounted level.
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