Gold
Commented by André Will-Laudien on September 6th, 2023 | 10:10 CEST
Attention gold breakout, sell AI stocks? NVIDIA, Globex Mining, and JinkoSolar - these stocks are calling for a party!
Artificial intelligence (AI) stocks have recently seen gains of up to 500%. Fund managers worldwide jumped on the new megatrend, but now many investors are wondering what is next! We do not want to deny the revolutionary AI trends; they will dramatically change many things. But do these disruptive trends justify price-turnover ratios of over 40? NVIDIA, the main protagonist, recently managed to increase its market value to over USD 1 trillion. Yet, the Company only achieved sales of USD 26.9 billion in the last fiscal year, with profits falling by as much as 44%. This feels like an exaggeration that is probably not yet widely perceived. We take a deeper look.
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Commented by Juliane Zielonka on September 5th, 2023 | 08:10 CEST
Gold rush mood at NVIDIA and Desert Gold - Concrete gold share Vonovia crumbling
Stock market darling NVIDIA is behaving bullish again after a moderate decline. Over 50% of NVIDIA's buying comes from S&P500 heavyweights like Microsoft, Google and Amazon. All these companies invest heavily in GPUs to develop AI models. The rising importance of Artificial Intelligence (AI) and the increased use of GPUs in this industry contribute to the increased demand for gold and other commodities used in the manufacture of GPUs. Desert Gold, an exploration and development company in Mali, is benefiting from this trend. Its main project, the SMSZ project, covers 440 sq km and has proven and indicated gold resources of 8.47 million tons with a grade of 1.14 g/t gold. The venerable concrete gold real estate market is currently experiencing severe dislocation. 31% of project development volume in Germany is experiencing delays in residential construction. We look at what investors should do now to protect their portfolios.
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Commented by André Will-Laudien on September 5th, 2023 | 07:10 CEST
Changing of the guard in the bull market - Deutsche Bank, TUI and Viva Gold can score!
The valuation on the capital markets has developed quite differently in recent months. The DAX 40 index is currently valued at a P/E ratio of only 12, but this ratio is almost 24 for the growth stocks on the NASDAQ. Some clearly state: "In the DAX, industrial stocks dominate, whereas in the NASDAQ, growth-oriented tech companies prevail." Technology stocks accelerate many times over, even in times of crisis, if the business model fits the times. Nevertheless, they are also subject to interest rate causality, i.e. if refinancing becomes more expensive, the return on equity demanded by investors also increases. In August, the 30-year US bond exceeded the 4.25% yield mark. Historically, this has often signaled a temporary end to the tech bull market. Many second-tier stocks appear to be unjustly neglected. We name three potential beneficiaries of an upward turn in interest rates.
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Commented by André Will-Laudien on August 31st, 2023 | 09:25 CEST
BRICS Realigns: Gold, Silver and Bitcoin in Turnaround! Is this the starting signal for TUI, Desert Gold and Adyen?
The acronym BRIC was coined in 2001 by Jim O'Neill, the Chief Economist of the major bank Goldman Sachs. The now frequently used acronym represents the initial letters of the countries Brazil, Russia, India, and China. At the time, it referred to the four fastest-growing emerging economies outside the Western industrial community G7; later, South Africa was added as the "S". At the August meeting of the BRICS countries in South Africa, a further 40 countries registered their interest in joining, 6 of which were admitted directly by January 2024. Thus, a strong community of states is emerging, covering a full 30% of the world's GDP and 46% of the global population. They all share a common goal: to reduce dependence on the US and the US dollar - thereby lessening Western influence. There are even long-term considerations of a shared currency. A wake-up call for Gold, Silver, and Bitcoin.
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Commented by Nico Popp on August 28th, 2023 | 07:00 CEST
AI hype soon over? Deutsche Bank, NVIDIA, Globex Mining
In September 2022, NVIDIA and Deutsche Bank announced an innovation partnership focused on Artificial Intelligence (AI). The goal: to enhance and secure financial services. A lot has happened since last year's announcement. AI is seen as a productivity booster and "the next big thing." The prices of shares such as NVIDIA have also multiplied since then. This even makes partner Deutsche Bank uneasy. We highlight risks and show alternatives.
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Commented by Stefan Feulner on August 23rd, 2023 | 08:10 CEST
Golden times for investors: Why Nordex, Manuka Resources and SFC Energy are in focus now!
Recent financial news is dominated by companies causing a stir with decisive business decisions and strategic developments. While one player reports a significant major order in the renewable energy sector, another opens up new potential in gold and silver mining. At the same time, a third company is setting benchmarks in its sector with its quarterly figures. These developments could be groundbreaking for investors who are always on the lookout for stable and promising investments.
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Commented by Nico Popp on August 21st, 2023 | 08:00 CEST
China's shadow banks send first shock waves: Deutsche Bank, Allianz, Viva Gold
To many market observers, China was considered the true powerhouse of financial markets. Even when US growth was reaching its limits due to crises, the Chinese continued scoring points with growth rates well above the 5% mark. But the situation has changed. China is increasingly becoming a problem case. The Chinese real estate market is in a predicament. The situation surrounding project developer Country Garden could, much like in the case with Evergrande before, make waves internationally and put German financial institutions in a difficult situation.
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Commented by Juliane Zielonka on August 18th, 2023 | 08:00 CEST
Globex Mining, Deutsche Lufthansa, Rheinmetall: Share prices soar on the back of impressive deals
Globex Mining achieves several deal highlights: The exploration company receives CAD 2 million in cash from Agnico Eagle for a land purchase, with further opportunity for a growing asset. Over 23 months, an additional CAD 6 million is expected to flow to Globex Mining. Then follows an option agreement with Tomagold Corporation on a Canadian gold property at Gwillin Lake near Quebec. Total payments of six figures are due over the next four years. In addition, shares in Tomagold will be transferred to Globex Mining. While German Foreign Minister Baerbock was more conspicuous for flight mishaps, the Lufthansa Group achieved an adjusted EBIT of around EUR 1.1 billion in Q2/23. The subsidiaries SWISS, Austrian Airlines, Brussels Airlines, Eurowings and Lufthansa Technik also posted record results. Furthermore, Rheinmetall is also taking to the skies - now supplying drones to Ukraine.
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Commented by Stefan Feulner on August 16th, 2023 | 05:30 CEST
Covestro, Desert Gold Ventures, Barrick Gold - Waiting for the next push
Although crash prophets have been raising their fingers for months and conjuring up a crash in the largest stock indices, such as the Dow Jones, Nasdaq and DAX, these continue to rush from high to high. On the other hand, precious metals such as gold and silver, which are suitable for crises and as inflation protection, are correcting. At the same time, the general conditions continue to improve, which should lead to sustainably rising prices in the long term.
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Commented by Armin Schulz on August 15th, 2023 | 05:50 CEST
Commerzbank, Viva Gold, Plug Power - What is next for the markets?
While the FED will probably take a break after its last interest rate hike to 5.5%, the ECB could be forced to turn the interest rate screw further, as inflation is only slowly declining. From May to June, the inflation rate in Germany climbed to 6.4%, only to fall back to 6.2% in July. The banking crisis seems to have been overcome after the turbulence between early February and mid-March. An end to the interest rate hike could have a positive effect on the gold price. Another catalyst is the meeting of the BRICS countries on August 22-24, which could decide on a new gold-backed currency. For growth companies, higher interest rates are poison as borrowed money is now much more expensive. We have selected one company from each segment.
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