Gold
Commented by Nico Popp on January 10th, 2023 | 11:42 CET
A wake-up call for gold - China as an indicator: Deutsche Bank, Alerio Gold, JinkoSolar
For years, gold has not been as exciting as it is today. Why? Central banks, like the Bank of China, have recently been bullish on gold. In addition, many economies will slide into recession in 2023 - traditionally, a good environment for gold. We look at the past, pick up on current facts and explain which stocks have potential.
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Commented by André Will-Laudien on January 9th, 2023 | 17:38 CET
An explosive start to 2023 for GreenTech and battery shares - BASF, Manuka Resources, Freyr and Varta in turnaround
In 2023, international pressure to initiate the climate turnaround remains. One potential path is seen in e-mobility. Despite the enormous development efforts of the last 5 years, no battery solution has yet been launched that could match the performance characteristics of a last-generation diesel powertrain. Key characteristics here are cost and sustainability in manufacturing, range, lifetime and safety. Nevertheless, progress is being made in the chemical mix of battery components, and some companies are making a name for themselves here. We analyze the current status.
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Commented by André Will-Laudien on January 6th, 2023 | 10:18 CET
Tesla share continues to crash! Volkswagen, BYD, Kodiak Copper, Mercedes - E-mobility in distress?
E-mobiles still account for a single-digit percentage of all vehicles worldwide, but the growth trends speak a clear language: the world will electrify in mobility! Anyone following the price of copper should note one important point - copper is an important industrial metal that is not only used in cars. The biggest consumers are the construction and infrastructure industries. And these sectors are suffering from extreme inflation, high interest rates and the resulting economic decline in demand. For the copper price, of course, this also means no exuberant scarcity at present, and thus falling prices from around USD 5.00 to currently around USD 3.80 per pound. So, as with all commodities, timing in the economic cycle is the key determinant of investment success. Which stocks are in focus now?
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Commented by Stefan Feulner on January 4th, 2023 | 07:23 CET
Rheinmetall, Globex Mining, Brenntag - Just before the breakout
The themes of the past year are likely to continue to dominate the markets in 2023. Despite excellent prospects, shares from the renewable energy and electromobility sectors corrected strongly and are currently trading at attractive long-term levels. Due to strong demand from this sector and the strengthening of the defense sector since the Ukraine conflict, commodity producers benefit in turn. In particular, companies from the Western world are likely to move closer into focus here.
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Commented by Fabian Lorenz on January 4th, 2023 | 07:17 CET
Takeover fever 2023? BioNTech, Barrick Gold, Standard Lithium, Manuka Resources
The pharmaceutical sector was already in takeover fever last year. BioNTech partner Pfizer, among others, made several acquisitions. The hunger for acquisitions is likely to continue in the current year as major pharmaceutical and biotech companies are looking to fill up their pipelines. The current year could also be exciting for gold stocks. In 2022, companies failed to keep pace with the positive gold price. Producers of raw materials for the energy transition could also get into takeover fever. Manuka Resources could benefit from the latest two trends. The Canadians have just carried out a capital measure to advance their projects. Corporations could also target specialists like Standard Lithium. Rumours that Tesla is looking at lithium projects have been doing the rounds for a long time. And what about Barrick Gold and BioNTech?
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Commented by Stefan Feulner on January 3rd, 2023 | 08:30 CET
Growing optimism at Deutsche Bank, Alerio Gold and Sartorius
The volatile and weak stock market year 2022 is history, but the issues with rising inflation combined with fears of recession as well as the uncertainties in geopolitics with existing and threatening conflicts in Ukraine and Taiwan remain. Thus, at least the high volatility is likely to continue. Despite all the imponderables, many experts see opportunities for a thoroughly positive stock market year. In the gold sector, too, new price targets beyond 2000 are already being passed around. Many shares from this sector therefore offer attractive long-term entry opportunities at a reduced level.
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Commented by Armin Schulz on December 30th, 2022 | 10:04 CET
Barrick Gold, Globex Mining, Rio Tinto - Commodity supercycle continues in 2023
2022 was the year of energy commodities. Goldman Sachs expects commodities to continue to deliver the best returns for investors in 2023, with increases of over 40%. Goldman Sachs has been predicting a commodity supercycle since late 2020. In 2023, the price of Brent crude oil is forecast to rise to USD 105 per barrel in the last quarter, and the price of copper is forecast to rise from around USD 8,400 to USD 10,050 per ton. The main argument is the low level of investment in the commodity sector, which is unlikely to meet demand. Therefore, today we look at three companies from the commodity sector.
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Commented by Stefan Feulner on December 29th, 2022 | 09:32 CET
Infineon, Manuka Resources, Barrick Gold- The acquisition wave is underway
In times of inflation, rising interest rates, skyrocketing energy prices and global recession fears, the consolidation process will likely accelerate significantly in many industries next year. Capital-intensive, as yet unprofitable companies with an innovative business model face major challenges if they are to retain their independence in the future. Larger groups are already digging in their heels to prepare their portfolios for the future. Especially in the precious metals sector, increasing acquisition activity has been observed in recent weeks.
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Commented by André Will-Laudien on December 29th, 2022 | 08:37 CET
200% possible at ThyssenKrupp and Tocvan Ventures, and question marks at VW and BASF
As we approach the end of the year, it is difficult to separate the real economic opportunities from the current war and crisis scenarios. The forecasting institutes are also poking around in the fog with their statements for 2023, with a still conciliatory economic development at the zero line being defined subject to falling interest rates and declining inflation. Under the sword of Damocles of a possible gas crisis starting in March, however, all predictions turn negative because Germany as an industrial location is already struggling considerably with the energy and electricity price increases. So how do you select a top performer for the portfolio?
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Commented by André Will-Laudien on December 23rd, 2022 | 07:55 CET
Is the e-mobility gold rush coming to an end? Volkswagen, BYD, Alerio Gold, Deutsche Bank - What is going on with Tesla?
Elon Musk had a calculated fortune of around USD 280 billion at the peak of the Tesla share. After the crash of the miracle share and the purchase of Twitter, he is now said to own around USD 150 billion less. According to calculations by the analysis firm Factset, Musk still holds around 14% of the shares in electric car manufacturer Tesla. Here alone, there is a gaping loss of over USD 100 billion. New at the world's top for the first time is a Frenchman: Bernard Arnault, the 73-year-old CEO and co-owner of the luxury group LVMH. According to the US magazine Forbes, he has a total fortune of USD 186 billion - and thus passes Musk and Buffet. Has the "climate wonder weapon" electromobility already seen its horizon?
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