Mining
Commented by André Will-Laudien on March 6th, 2023 | 14:07 CET
TUI, Lufthansa, Alerio Gold, Carnival - Golden summer ahead, get in now!
According to a survey, people in Germany are again in the mood to travel, despite numerous concerns. However, the assessment of the personal situation has clouded compared to last year because 29% of respondents fear an economic deterioration. Due to various catch-up effects, life is returning to the travel industry after two years of pandemic restrictions. Industry representatives are also consolidating. Lufthansa has already moved into the plus zone. At TUI, there was a reverse split to make future capital increases possible again. Where should you get in now?
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Commented by Juliane Zielonka on March 3rd, 2023 | 10:00 CET
Rheinmetall, Defense Metals, BASF - Rearmament in the defense industry, restructuring in the chemical industry
A new chapter can begin for Ukraine's defense. Rheinmetall will supply the country with border surveillance technology. Analysts raise the share price target from EUR 240 to EUR 300. A solution to the conflict with Russia is not in sight, so demand for rare metals urgently needed in armaments is rising all the higher. This is where Defense Metals comes into play. The Canadian explorer has initial data from the crushing samples and can now better estimate the costs for the feasibility study. BASF is also concerned with costs. The Company put its red pen to work and cut 2/3 of its jobs, especially at a site in Germany. A planned agar project in the US has also been suspended until further notice.
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Commented by Fabian Lorenz on March 2nd, 2023 | 21:51 CET
BYD with share price jump and sales figures: What are American Lithium and Tocvan Ventures doing?
While the investor event at Tesla was eagerly awaited yesterday, the shares of competitor BYD were among the day's winners, with a price jump of over 5%. After the sell-off of the previous days, the share benefited, among other things, from good economic indicators in China. Operationally, there are also positive things to report. There is also good newsflow at Tocvan Ventures. The gold and silver explorer has completed a capital increase and presented promising drill results. The news flow should continue as the year progresses, and the share could celebrate a strong comeback. Investors are waiting for news at American Lithium. The recent sell-off seems to be over, and the stock is picking up again. When will the uranium IPO come?
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Commented by Stefan Feulner on March 2nd, 2023 | 21:45 CET
Nordex, Canadian North Resources, NIO - Strong growth in demand
The invasion of Ukraine and Europe's resulting dependence on Russian oil and gas has significantly accelerated the transformation to renewables as the largest part of the energy mix. However, wind power, photovoltaic systems, and electric cars require significantly more critical raw materials. This is already creating new problems. On the one hand, China owns the lion's share of many of these elementary metals; on the other hand, there is already excess demand for lithium, cobalt, nickel and even copper. Despite a short-term correction due to fears of recession, significant price increases are inevitable in the long term. The primary beneficiaries are raw material producers from Western countries.
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Commented by Juliane Zielonka on March 2nd, 2023 | 21:42 CET
Manuka Resources, FREYR Battery, Alibaba - Silver demand accelerates globally, high pace is required
Global demand for silver and iron is being generated by both conventional industrial needs, such as construction and technology, and progress toward clean energy generation and related commodities, such as batteries and electric vehicles. Australia's Manuka Resources reports an impressive initial mineral resource of 3.2 billion tons grading 0.05% vanadium at its Taranaki VTM iron sands project in New Zealand. This contains 1.6 million tons of vanadium pentoxide (V2O5), making it one of the most extensive vanadium deposits in the world. Vanadium is used for the production of high-performance batteries. This is where FREYR Battery comes into play. The Norwegian company reported its quarterly results and is on schedule with the construction of its in-house battery production facility. Top dog Alibaba also scored a win, as special data on the Chinese market has investors sitting up and taking notice...
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Commented by Nico Popp on March 2nd, 2023 | 19:55 CET
Short-term 100% opportunity - Uranium is picking up: Global Atomic, Myriad Uranium, Rio Tinto
Nuclear power as a discontinued model? Only ideologists with exclusively German glasses believe that! As of January 2023, new nuclear reactors are planned worldwide: In China, a whopping 47. In Russia 25, in India 12, the USA 3, Egypt 2 and so on. Even Japan, shaken by the Fukushima disaster, wants to connect a new nuclear power plant to the grid and believes in the safety of modern technology. We shed light on the uranium market and present a company with around 100% share price potential from a standing start.
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Commented by Nico Popp on March 1st, 2023 | 14:21 CET
Raw materials revolution from Africa: K+S, Globex Mining, Freyr Battery
Lithium, cobalt or even manganese - what reads like the list of ingredients for the mobility and energy revolution is available in abundance in Africa. However, China has been a major player in Africa for years and was already investing heavily when Europe was still seeing golden times for combustion engines. In the meantime, however, that has changed: As Handelsblatt reports, more and more African countries want to do their own thing regarding raw materials and turn from exporters into processors - for the countries of Europe, this is an opportunity.
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Commented by André Will-Laudien on February 28th, 2023 | 15:23 CET
Nuclear power, yes please! GoviEx Uranium, Rheinmetall, BYD, NIO - Important power for e-mobility!
Currently, 47 nuclear reactors in the Chinese pipeline are scheduled to come on stream within the next eight to ten years. In a global comparison, this puts Beijing at the top of the international planning list, followed by Russia and India. At last count, four nuclear power plants were under construction worldwide in 2020. In Germany, electricity generation from renewable energies continues to increase every year, while the electricity yield generated with the help of nuclear power continues to fall. This increases the costs for the German energy supply more and more, but the Berlin traffic lights are not interested in this. According to announcements by the German government, all nuclear reactors are to be shut down by April 2023 as part of the energy transition. What do investors need to pay attention to now?
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Commented by André Will-Laudien on February 27th, 2023 | 14:56 CET
A 100% rocket launched - Who builds the best battery? Tesla, First Phosphate, BASF and Varta
The Tesla investor day is getting closer. On March 01, the eccentric visionary Elon Musk will again address his disciples, this time from the new Gigafactory in Austin/Texas. Analysts went into the presentation of the annual figures with cautious expectations because many negative rumors were surrounding Elon Musk's electronics company: Fewer sales? Cars on stockpile? It came as no one had expected. Elon Musk delivered and, at the same time, taunted all the shorties who wanted to push his stock below USD 100 before the end of the year. It was a big mistake because the Texans even exceeded the analysts' estimates, and then there was no stopping them. Up 100% in only 6 weeks, and Cathie Wood can celebrate success with her ARK funds again. But Tesla is not alone among the 100% movers.
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Commented by Nico Popp on February 27th, 2023 | 14:50 CET
Mercedes-Benz, Almonty Industries, Rheinmetall - New battery trend from Korea
Major companies like Mercedes-Benz are fully committed to electric mobility. This can be seen in the numerous initiatives to open factories worldwide. Whether in Hungary, Thailand or Germany, Mercedes is planning a dense network of battery factories. But where are the raw materials coming from? And which batteries will prevail in the future? We provide an overview and highlight a new battery trend from South Korea.
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