Mining
Commented by Fabian Lorenz on July 14th, 2023 | 07:50 CEST
Bulls at the controls: Nel, Barrick Gold, Viva Gold! What about BASF?
Low inflation in the US has given new impetus to the bulls. Not only are growth stocks benefiting from the hope that the interest rate cycle is coming to an end, but also gold. Thus, the gold price reacted on Wednesday by jumping to over USD 1,960 per troy ounce. Top-tier gold stocks such as Barrick also responded positively. Exploration companies have significant catch-up potential, including Viva Gold. The Company is favorably valued and has again reported positive drill results. The fact that the interest rate cycle is nearing its end is also evident in the chemical industry. Most recently, BASF issued a warning, and there are sell recommendations. On the other hand, there are buy recommendations for the Nel share.
Read
Commented by Stefan Feulner on July 14th, 2023 | 07:30 CEST
Plug Power, First Phosphate, BASF - Turnaround in sight
After a sharp correction that lasted for months, companies in the renewable energy sector are forming a sustainable bottom. In recent trading days, the prices of water, wind and solar shares have moved significantly away from their lows. From a fundamental perspective, the future appears rosy, which could present a favourable long-term entry opportunity.
Read
Commented by André Will-Laudien on July 13th, 2023 | 08:20 CEST
Batteries are the solution to the climate dispute! Varta and BASF explode, while BYD and Power Nickel step on the gas!
After months of losses, battery-related stocks are in high demand again. Varta and BASF are leading the way with up to 50% gains! Varta is delivering initial results from its restructuring efforts, reigniting investor enthusiasm. The China market leader in e-mobility, "Build Your Dreams" (BYD), has also made decent gains since its spring weakness. The Canadian company Power Nickel is preparing to supply the battery market with high-grade nickel. Which share should be preferred now?
Read
Commented by Nico Popp on July 13th, 2023 | 08:00 CEST
Germany on the brink - what needs to happen now: JinkoSolar, Siemens Energy, Defiance Silver
It is an explosive study presented by the Kiel Institute for the World Economy (IfW) and reported by Handelsblatt: By 2024, investments in Germany will increase by only 2.2%. Given the huge challenges posed by climate change and the energy transition, this forecast is frightening. How do we secure future prosperity? Which international companies are outpacing us, and where can Germany still turn the tide?
Read
Commented by Nico Popp on July 12th, 2023 | 08:20 CEST
Multipliers in the shadow of the hydrogen hype? ThyssenKrupp Nucera, TUI, Desert Gold Ventures
Anyone who simply wants to take a chance on the stock market currently has many options. The IPO of ThyssenKrupp Nucera shines a spotlight on the hydrogen sector. Hydrogen is virtually irreplaceable for the future of the industry. But what other investment ideas are emerging? Shares in the vacation and leisure sector are currently booming. We examine what opportunities are emerging and why the hottest trend does not always mean the best investment.
Read
Commented by André Will-Laudien on July 12th, 2023 | 07:50 CEST
Prime Day at Amazon! Nvidia, Defense Metals, Infineon - No Artificial Intelligence without metals!
US Treasury Secretary Janet Yellen has concluded her four-day trip to China. The conclusion of the visit is quite positive on both sides, even if Yellen openly admits differences between the two world powers. Relations between Washington and Beijing have deteriorated significantly in recent years over trade and human rights issues, dealings with Taiwan, and a host of other issues. However, the supply situation of strategic raw materials remains an important issue. We examine buying opportunities in the high-tech sector.
Read
Commented by Stefan Feulner on July 12th, 2023 | 07:35 CEST
This news drives share prices - Nordex, Globex Mining, Rheinmetall
There is continued growth in sales figures for electric vehicle manufacturers and an increasing order backlog for renewable energy and defense industry companies. Several companies have recently surprised positively, which should have a long-term impact on the previously weakened stock prices. Due to the growing demand for critical raw materials, the mining companies concerned should also be able to achieve new highs.
Read
Commented by Armin Schulz on July 11th, 2023 | 07:55 CEST
K+S, Almonty Industries, Rock Tech Lithium - Europe arms itself against shortage situation
European industry is transforming, with the ban on combustion engines from 2035 being just one example. The energy transition is creating an increased need for critical materials and raw materials to make the changeover in industry possible. The European Commission has also recognized this and launched a Critical Raw Materials Act (CRMA). This is intended to optimize and diversify supplies. Recycling and research into resource efficiency are also on the agenda. We, therefore, look at three companies involved in critical raw materials.
Read
Commented by Stefan Feulner on July 11th, 2023 | 07:10 CEST
End of the downward spiral - Shell, Saturn Oil + Gas, TotalEnergies
With the break of the downward trend established since June 2022, the oil markets, both Brent and WTI, received a significant boost. Fossil fuels are expected to gain further support from the announcement of production cuts by OPEC+ countries, including Saudi Arabia and Russia. The desert state plans to cut its production quota by one million barrels per day, while Russia plans to reduce production by 500,000.
Read
Commented by Stefan Feulner on July 7th, 2023 | 07:20 CEST
Barrick Gold, Desert Gold Ventures, Newmont - Back on track
Weak job market data from the United States caused stock markets worldwide to enter the red territory and triggered massive sell-offs in the gold market, which was on the verge of breaking out of its short-term downtrend. These sell-offs, accompanied by high volume, temporarily brought the base price close to the USD 1,900 mark. A further short-term setback cannot be ruled out. In the long term, however, this asset class will likely start flying high again. Already at the current level, many companies are available at bargain prices.
Read