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Commented by Juliane Zielonka on February 2nd, 2023 | 08:00 CET

Copper on the rise: Kodiak Copper, BASF and JinkoSolar benefit

  • Mining
  • Copper
  • renewableenergies

Global copper demand is estimated to double by 2035, requiring new mines, mine expansions and technological improvements at existing mines to boost production. One beneficiary of this boom is Kodiak Copper. Assay results from the recently completed drilling in late 2022 have increased the known mineralized envelope at both the Gate & Prime Zone discoveries at its British Columbia project. At the 6th International Investment Forum on February 15, CEO Claudia Tornquist will share more about this with interested investors. BASF is also taking steps to bridge the looming copper shortages due to high demand. A new cooperation is expected to accelerate copper mining. JinkoSolar, on the other hand, as a user of the highly sought-after metal, has struck another new deal. Hedge fund managers are excited.

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Commented by Stefan Feulner on February 1st, 2023 | 18:17 CET

Rheinmetall, Defense Metals, Lynas - Time is running out!

  • Mining
  • Tungsten
  • RareEarths
  • Defense

Heavy weapons for peace. Tanks, submarines and fighter jets for Ukraine, whatever the cost. This scenario is the bitter reality right now and is being promoted across the board by Western politicians. It may not sound very understandable, but in order to guarantee peace, the world continues to arm itself. Companies in the armaments industry, now declared to be sustainable investment opportunities, are booming. With the seething conflict in Taiwan, tensions are again on the rise. With its raw materials, such as rare earth metals, China has the power to act. The West is frantically trying to reduce dependencies, which is impossible to achieve in the short term.

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Commented by Nico Popp on February 1st, 2023 | 18:14 CET

Scholz on lithium trip in South America - Who benefits? BYD, Saturn Oil + Gas, American Lithium

  • Mining
  • Oil
  • Lithium
  • Electromobility

China has been active in South America for years and has put out feelers for raw materials. But first movers are not always rewarded. German Chancellor Olaf Scholz has now been to Chile and made the country an extremely attractive offer. We take a detailed look at what it is all about and how investors can deal with the news.

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Commented by André Will-Laudien on January 31st, 2023 | 14:50 CET

E-mobility 2023: The Tesla hunters are coming! BYD, Lucid Motors, Tocvan Ventures. Will the Varta share now also fly?

  • Mining
  • Gold
  • Electromobility
  • Investments

It Is hard to believe! The Tesla share is once again making a name for itself. Analysts went into the presentation of the annual figures with cautious expectations because there were many negative rumors surrounding Elon Musk's electronics company: Fewer sales? Cars on stockpile? Again, it came as no one had expected it. Elon Musk delivered and simultaneously mocked all the shorties who wanted to push his stock below USD 100 at the turn of the year. This gambit went badly wrong because Tesla was able to deliver even better figures than expected, and there was no stopping the share. With plus 70% in only 4 weeks, the Tesla share belongs to the shooting stars since the turn of the year - the short sellers must have lost their desire completely. But the variety of interesting shares is significant. Where are the opportunities for e-investors lurking?

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Commented by Fabian Lorenz on January 31st, 2023 | 14:48 CET

Energy transition price rockets: American Lithium, Plug Power, Auxico Resources

  • Mining
  • RareEarths
  • Lithium
  • hightech

Are shares related to electromobility among the price rockets of 2023? In any case, the start of the year was promising. After a partially disastrous second half of 2022, many stocks are showing strength in the new year. Lithium shares, in particular, are in demand again. Among the high flyers of recent months is American Lithium. After the Nasdaq listing and the planned spin-off of the uranium division, investors are eagerly awaiting the feasibility study. Will the share price fireworks continue? Analysts also expect such fireworks at Auxico Resources. They believe that the share price of the trader of rare earths and critical raw materials could almost triple. Hydrogen pioneer Plug Power has also bounced back in the new year. But once again, the US company has disappointed operationally. How do investors react?

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Commented by Juliane Zielonka on January 27th, 2023 | 11:45 CET

Commodity stocks pick up, Saturn Oil + Gas, RWE, BASF - Forward-looking with high returns

  • Mining
  • Oil
  • Gas
  • Investments

Central and Northern Europe are firmly enveloped in wintry temperatures. BASF AG's balance sheet is just as frosty as the current weather because its subsidiary Wintershall Dea is no longer doing business with Russia. The consequence for BASF is a minus of EUR 1.4 billion. Business is entirely different for RWE, with the figures exceeding analyst expectations. Thanks to the commodity trading division, the Company is doing exceptionally well, so DZ Bank has set RWE at "Buy" with a fair value of EUR 53 per share. Valuable raw materials such as oil and gas are extracted by the Canadian company of the same name, Saturn Oil & Gas. Thanks to a new takeover, their production potential has increased by a whopping 140%.

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Commented by Juliane Zielonka on January 26th, 2023 | 20:10 CET

Freyr Battery, Auxico Resources, Plug Power - Rare earth battery boom in e-Mobility

  • Mining
  • RareEarths
  • fuelcell
  • Electromobility

One of Norway's largest financial services companies is increasing its equity stake in Plug Power, the US hydrogen fuel cell company. The reason: Nikola Motors has selected the Company to upgrade its new e-mobility fleet with clean fuel cells. Freyr Battery also has similar ambitions. Here, Impact Clean Power Technology, the Polish manufacturer of battery systems for heavy-duty vehicles, has signed an agreement with Freyr to purchase clean batteries. Both big deals have one thing in common: demand for rare earths and valuable metals to make green technologies a reality. That is where Auxico Resources, a mineral exploration company focused on Africa, comes in.

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Commented by Nico Popp on January 26th, 2023 | 20:07 CET

Gold and war - rethink now! Barrick Gold, Globex Mining, Rheinmetall

  • Mining
  • Gold
  • Commodities
  • armaments
  • Growth

Gold is shining again. The weaker dollar and the existing geopolitical risks are boosting the precious metal. But how should investors invest? What opportunities are there off the beaten track? And: Given the crises, does gold have to be in the portfolio? We highlight three hot stocks and provide insights and outlooks on the gold price and the overall geopolitical situation.

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Commented by Stefan Feulner on January 26th, 2023 | 20:00 CET

Nordex, Manuka Resources, American Lithium - The profiteers of scarcity

  • Mining
  • Gold
  • Lithium
  • Commodities

Besides the raging war in Ukraine, the discussion about the energy industry of the future accompanies us daily. It has already been decided that renewable energies such as wind power and photovoltaics will be the way forward. Likewise, the move away from the internal combustion engine to battery-powered electric motors is in the bag. But the implementation problems will be with us over the next few years. Where will producers get the raw materials that are already in short supply? Another critical issue is energy storage. Here, too, there is an increasing demand for a raw material that is currently produced primarily in Russia and China.

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Commented by André Will-Laudien on January 25th, 2023 | 14:07 CET

Last generation upswing 2023? TUI, Lufthansa, Alerio Gold, Aurelius - opportunities upon opportunities!

  • Mining
  • Gold
  • Travel

The year 2023 has shown its friendly side in the first weeks. Despite highs in the indices, however, there is light and shade. For example, the Association for Consumer Research (ACR) recently found in a survey that consumers in Germany are entering the new year with significantly more confidence in economic development. This means that the ACR consumer climate index has risen for the fourth time in succession. The propensity to buy things nevertheless remains at a very low level. The new purchases indicator thus fell by 2.4 points to minus 18.7 points. Uncertainty in the face of crises and inflation remains very pronounced, with many households expecting significantly higher heating bills in the coming months. Many are putting money aside for this, which is now not being used for other expenses. However, shares are being bought, and we give a few examples.

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