Mining
Commented by Juliane Zielonka on February 15th, 2024 | 07:00 CET
Manuka Resources, Delivery Hero, Siemens Energy: Project innovations for significant growth
Vanadium is a critical raw material that is considered an important addition to conventional lithium-ion batteries due to its high energy density. It is used in electric vehicles as well as in vanadium redox flow batteries for long-term storage of renewable energy. Manuka Resources is on the verge of developing a vanadium area off the coast of New Zealand and is securing fresh capital for this purpose. Delivery Hero is also talking about opening up new regions. Expanding international business for the Berlin-based platform operator is one of the priorities for 2024. Siemens Energy is also focusing on expansion. The Germans are heading far west, to 'the land of the free and the home of the brave'...
Read
Commented by Stefan Feulner on February 14th, 2024 | 07:15 CET
TUI, Royal Helium, thyssenkrupp nucera - Significant increases create room for improvement
The reporting season for the full year 2023 has already passed its peak and is entering its final phase this week. Many companies were able to defy the weakening economic environment, delivering positive surprises in both the publication of the figures for the past financial year and in the forecasts for 2024. Tourism stocks, in particular, which have weakened in recent months, could experience a rebound as a result. Following the correction, analysts also see considerable potential in companies from the renewable energy sector.
Read
Commented by Fabian Lorenz on February 14th, 2024 | 07:00 CET
Plug Power, Bayer, Defense Metals: Shares in panic mode
Is everything not so bad at Plug Power, after all? In January, the hydrogen specialist triggered panic among investors with an announced capital increase. Now, the CEO is suddenly rowing back. So, should one buy the stock now? One analyst advises caution. Bayer shareholders are also in panic mode. The downward trend of the share simply cannot find a bottom. Even at this level, analysts are cautious. Defense Metals, on the other hand, is benefiting from panic - because this concerns the supply of rare earths. The dependence on China is enormous. Defense Metals aims to change this with its rare earth project in Canada. The Company CEO expressed confidence in an interview, stating that an important agreement has been reached with the local population, and important dates are on the horizon.
Read
Commented by Stefan Feulner on February 13th, 2024 | 07:15 CET
Nordex, Kraken Energy, Siemens Energy - Energy shares making a comeback
Whether wind, solar or hydrogen, in recent months, listed companies in the renewable energy sector have almost exclusively undergone a sharp correction. The expectations of market participants at the beginning of the decade for achieving climate goals were too high. Currently, there seems to be an end in sight, with the first fallen angels forming a solid foundation that could lead to a new upward wave. The nuclear energy sector has already started to pick up, with the uranium price reaching a new multi-year high. Further opportunities to participate in the upward trend lie dormant here, particularly in the second tier.
Read
Commented by Armin Schulz on February 13th, 2024 | 07:00 CET
TUI, Globex Mining, Palantir - Movement is possible here
Investors should have TUI, Globex Mining and Palantir on their watchlist, as they could be on the verge of movement. While TUI, as a leading tourism company, is showing signs of recovery after the pandemic, Globex Mining promises important impetus for the future of the industry and green technologies with its broad commodities portfolio. Palantir, on the other hand, known for its advanced data analytics platforms, is on the brink of significant growth opportunities in an increasingly data-rich era. In this context, movements are possible, and as an investor, one would want to be invested early. We highlight the potential of the three companies.
Read
Commented by Juliane Zielonka on February 9th, 2024 | 07:15 CET
Prospera Energy, BP, Plug Power: Fossil or renewable energies - Who leads in the commodity market?
The US is currently holding back on the export of liquefied natural gas shipments, posing a challenging situation for economies like Germany that rely on energy imports. Investors are increasingly turning their attention to companies that are helping to drive forward the energy transition. To reach that goal, oil and gas companies like Prospera Energy, with their ambitious oil extraction plans, are gaining the attention of many investors. For those preferring dividend investments, BP is an unavoidable choice. The global company also mixes its energy production with renewable energy. Plug Power is a pioneer in this field, having recently commissioned another hydrogen plant in Tennessee, USA. However, the excitement about the innovation is dampened by an analyst rating.
Read
Commented by Stefan Feulner on February 6th, 2024 | 07:15 CET
BYD, Defense Metals, Rheinmetall - Strategic breakthroughs open up new opportunities
Rare earth metals play a crucial role in many modern technologies, especially in electromobility and the defense industry. Their unique properties make them irreplaceable for specific applications. Demand is increasing dramatically due to ambitious climate targets and the rearmament that has occurred since the start of the war in Ukraine. China holds a quasi-monopoly on the entire value chain. In Western countries, there is a lack of alternatives to escape dependence on the Middle Kingdom.
Read
Commented by Fabian Lorenz on February 5th, 2024 | 07:45 CET
Is Bayer's share price about to jump? BYD off to a positive start! Manuka Resources with a billion-dollar opportunity!
Are Bayer shares on the verge of a price surge? According to analysts at Bernstein, the chemical company is significantly undervalued. Where does the optimism come from? Could there be a change in the Aspirin logo for Bayer in the near future? Chart-wise, the share is heavily battered. The chart for BYD also speaks a clear language. The electric vehicle manufacturer has reported a good start to 2024, while Manuka Resources' VTM iron sand project in New Zealand is generating share price fantasy. There is movement in the project, and following the capital increase, there is now an entry opportunity. Is the revaluation coming soon? The potential is in the billions.
Read
Commented by Armin Schulz on February 5th, 2024 | 07:15 CET
Nvidia, Saturn Oil + Gas, PayPal - Money printing machines for the portfolio
In an economic landscape that is becoming increasingly volatile and unpredictable, the movement of interest rates plays a crucial role for companies and investors alike. In particular, the recent phenomenon of rising interest rates has drastically changed the rules of the game for those seeking capital. The incentive to invest capital in companies without a proven business model or secure cash flows is decreasing noticeably. Instead, companies that generate solid profits are increasingly becoming the focus of investors. Investors are now looking more at profitability than possible future prospects. We have picked out three companies that are making money and are expected to continue to do so in the future.
Read
Commented by Juliane Zielonka on February 2nd, 2024 | 07:15 CET
BYD, Edison Lithium, Siemens Energy - Which energy transition stocks are worth considering now
The global energy transition is being shaped by key players in electromobility and renewable energies. The Chinese car manufacturer BYD continues its expansion in Europe with a new production facility for passenger cars in Hungary. BYD also focuses on sodium-ion batteries as an alternative to lithium-ion batteries for budget and mid-range models. The junior explorer, Edison Lithium, plays a decisive role here in the procurement of raw materials for battery production. Edison Lithium can meet the demand for raw materials for sodium-ion batteries with flying colours and is using this strategic move to its advantage. Edison Lithium's sites are all located in Argentina, which is back on the geopolitical trading floor thanks to its new president, Javier Milei. Siemens Energy, on the other hand, posted solid quarterly results despite ongoing challenges at offshore wind turbine problem child Siemens Gamesa. The Company is increasingly breaking away from its former parent company, Siemens, and will appoint two high-calibre individuals to the Supervisory Board to drive the transformation further.
Read