Gold
Commented by André Will-Laudien on October 4th, 2022 | 12:59 CEST
Shares in focus: VW, Porsche, Barsele Minerals - Big shifts, many opportunities!
At the moment, shares are becoming cheaper rather than more expensive. What is unusual is not the fact that prices are falling, what is disturbing is the phase of falling valuations that has now been going on for some time. In the current environment of rising capital market interest rates, refinancing is also becoming more difficult for companies, and it now has its price again. Volkswagen AG from Wolfsburg owns many stakes in valuable automotive brands. In order not to let the debt increase further, parts of the holdings are now being placed on the stock exchange. Not a bad way to fill the coffers again. What should investors look out for now?
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Commented by André Will-Laudien on September 30th, 2022 | 12:36 CEST
Higher, faster, further: BYD, Infinity Stone, Porsche, Varta - The energy transition stock portfolio is wanted!
The words "energy turnaround" are used a lot in public. The majority understand it to mean the use of GreenTech to generate energy while avoiding dangerous climate gases. Unfortunately, the leaks from the Nord Stream 2 pipeline, which is not in operation, are leaking the amount of gas into the atmosphere every day that the state of Denmark consumes in an entire week. This makes us painfully aware of how strongly warlike actions counteract efforts to save the climate. On the stock market, it is important to turn our gaze away from current events and toward a more peaceful future, where good ideas for sustainable change will also be rewarded. Which stocks belong in the portfolio?
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Commented by Juliane Zielonka on September 29th, 2022 | 10:57 CEST
Barsele Minerals, K+S, BYD - Sweden as a crisis winner?
Due to the explosions in the Baltic Sea pipelines Nord Stream 1 and 2, a switch to other energy sources is inevitable, especially for German industry. Fertilizer producer K+S, based in Kassel, is affected by this. The situation is different with Barsele Minerals. The Canadian company is exploring large gold areas in sunny Sweden and plans to mine up to 3.5 million ounces of the precious metal in the future. Electric car and battery manufacturer BYD, on the other hand, has sufficient resources in its home country of China and is preparing to make the leap into the European market. Find out here which shares are now defying the crisis.
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Commented by Stefan Feulner on September 27th, 2022 | 13:47 CEST
Barrick Gold, Tocvan Ventures, Newmont, Glencore - Long-term positioning in gold makes sense
The FED's recent interest rate hikes and Chairman Jerome Powell's statement sent both equity and precious metals markets into the valley of tears. By all means, the monetary guardians want to curb rampant inflation. Whether this will succeed seems at least questionable. After all, it should not be forgotten that this would put an end to the already sputtering engine of the global economy. In addition, many already highly indebted countries are falling into ever greater problems due to higher interest payments. Thus, it is time to take a long-term, anticyclical position in the precious metals sector.
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Commented by Nico Popp on September 27th, 2022 | 12:46 CEST
Deutsche Bank, Desert Gold, Uniper: Watch out for the financial crisis!
The energy crisis is pushing utilities to the brink, the election victory of the radical right-wing party Fratelli d'Italia is putting a strain on the EU - and what are banks doing in this context? Weeks ago, Germany's top banking supervisor Raimund Rösler warned that the rapid turnaround in interest rates could also overburden some institutions. We look at banks, gas traders and a possible laughing third party.
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Commented by Stefan Feulner on September 26th, 2022 | 10:28 CEST
BYD, Globex Mining, Newmont, Freeport-McMoRan - Copper with doubling potential
The price of copper has lost around a third since March of the current stock market year. Investors are selling the metal, which is known as an economic barometer, due to global recession fears and concerns of a drop in demand. However, due to the great importance of copper with regard to the energy turnaround, the tide is likely to turn again soon. Mining companies and commodity traders are already warning of a massive shortage of the world's most important metal. Goldman Sachs expects the price of copper to reach USD 15,000 per ton by 2025, which would mean a doubling of the current level.
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Commented by Fabian Lorenz on September 23rd, 2022 | 11:17 CEST
Nel, Steinhoff, Viva Gold: What is going on?
Is the rebound coming for the Nel share, or are all the dams breaking? At the moment, this is the situation with the popular hydrogen specialist. After the quarterly figures, Credit Suisse, among others, lowered their thumbs and the share is also clearly battered on the chart. The latter also applies to Viva Gold. Operationally, things are going well for the Canadians. Can a stabilizing gold price turn investors' attention to the low valuation? Investors have been debating for years whether Steinhoff is favorably valued or not. Recently, the share price jumped significantly. What is going on?
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Commented by Fabian Lorenz on September 21st, 2022 | 12:33 CEST
BYD, Varta, Globex Mining: Shares with diversification
Diversification reduces risks. This applies not only to investments but also to companies. BYD, for example, sells not only cars but also batteries, commercial vehicles and more. The focus is currently clearly on the car division, but the Chinese group is also stepping on the gas in its foreign expansion in other areas. With more than 200 holdings in the commodities sector, Globex Mining is also broadly diversified, and its cash holdings alone now account for a good half of its market capitalization. In addition, there is positive news from the projects. Varta is trying to diversify with its entry into battery production. However, the Company is not making any progress in this. Perhaps there will be news at an investor conference next week.
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Commented by Stefan Feulner on September 20th, 2022 | 10:52 CEST
Siemens Energy, Barsele Minerals, Nordex, HelloFresh - Markets under the spell of the Fed
The all-dominant topic this week is the interest rate decision of the US Federal Reserve. On Wednesday, a further tightening of interest rates is considered a certainty. However, experts even assume the largest interest rate step for over 40 years with an increase of a whole percentage point. Of course, this would weigh on the precious metals and crypto sectors in addition to the stock markets. In the medium term, however, a change in strategy by the monetary guardians could be on the horizon.
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Commented by Armin Schulz on September 19th, 2022 | 12:13 CEST
Barrick Gold, Desert Gold, Newmont - Eyes are on the FED
On Wednesday, September 21, the FED is expected to raise interest rates again. After the poor inflation rates in the past week, the fear of a large interest rate step of 100 basis points is going around. The indices reacted immediately and priced in the possible rate hike. So did the gold price, which has been suffering from rising interest rates and the strong dollar for weeks anyway. It does not help that gold has long been considered a hedge against inflation. The precious metal cannot currently take on this function, but that could change if the expectation of Stanley Druckenmiller, a billionaire and former hedge fund manager, is correct that the stock markets will hardly yield any returns in the next 10 years. So today, we look at three gold companies.
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