Mining
Commented by Nico Popp on September 8th, 2022 | 13:22 CEST
1.5 trillion Dollar crisis or special boom? K+S, Globex Mining, JinkoSolar
Jochen Stanzl of trading house CMC Markets warned at the beginning of the week of a "Lehman Moment" in the energy sector. In Wednesday's Handelsblatt, this scenario was explained in detail. According to the Norwegian energy company Equinor, the total volume of all margins on the European electricity and gas market amounts to USD 1.5 trillion. Margins are security deposits in futures transactions. In this article, we outline the explosive power this offers, which supposedly safe sectors could suffer and where the blissful islands are.
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Commented by Stefan Feulner on September 8th, 2022 | 11:02 CEST
SGL Carbon, Viva Gold, Formycon - Strong news in the bear market
The stock markets are reeling, and uncertainties and tensions have increased in recent days. Thus, not only did the stock market corrected, but the DAX sank again significantly below the 13,000 mark due to the stop of gas deliveries via Nord Stream 1, and other asset classes such as precious metals, cryptocurrencies and even oil dropped significantly. Nevertheless, even in the bear market, there are companies that can shine with excellent reports and should be among the winners in a possible upward movement.
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Commented by Fabian Lorenz on September 7th, 2022 | 13:29 CEST
Commodity shares K+S, Barrick Gold, Manuka Resources: Gold price at 50,000?
The price of a troy ounce of gold rises to USD 50,000. This scenario is probably the dream of every gold bull and also for companies like Barrick Gold and Manuka Resources. John Butler has proclaimed this price target. The Head of Treasury of TallyMoney and author of The Golden Revolution has described the scenario to reach this price target in an interview. The prerequisite is that the world moves to a gold standard monetary system. And this is not as unlikely as one might think because the economic dominance of the USA has been declining for years, and the BRICS countries are reportedly already working on a reserve currency. K+S is also currently under pressure. Price targets of analysts differ significantly.
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Commented by Nico Popp on September 7th, 2022 | 12:18 CEST
Minimum risk, maximum opportunity: Thyssenkrupp, Saturn Oil + Gas, BioNTech
The energy price hammer, possible gas rationing in winter, and then there was the pandemic - but which issues end up impacting share prices? Are the risks around energy shortages already adequately priced into the industry? Are energy companies even fairly valued? And what opportunities can BioNTech still offer? We look at three stocks and provide an overview of opportunities and risks.
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Commented by Armin Schulz on September 7th, 2022 | 10:58 CEST
Edison Lithium, Rock Tech Lithium, BYD - Shares of the entire lithium value chain
Since all car companies have entered the e-mobility market, the demand for batteries for electric vehicles has skyrocketed. An all-out battle has broken out for the components needed for this, which is reflected above all in the price of lithium. While the price was around USD 5,000 per ton at the end of 2020, it was most recently quotes around USD 73,000. Experts even consider further price increases up to USD 100,000 possible because demand is significantly higher than supply. The German Federal Institute for Geosciences and Natural Resources also comes to this conclusion. The lithium market promises to remain exciting in the coming years. Therefore, today we look at three companies along the value chain.
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Commented by Nico Popp on September 6th, 2022 | 12:54 CEST
Electricity price brake and "Lehman Moment" - Barrick Gold, MAS Gold, Standard Lithium
The German government plans to spend around EUR 65 billion on the third energy aid package. But how big the total package will end up being is unclear. Above all, the intervention in the electricity market is "incalculable," according to economist Michael Hüther. Will this result in a new "Lehman moment"? We focus on the risks of the aid package and shed light on how investors can respond.
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Commented by Stefan Feulner on September 6th, 2022 | 10:43 CEST
XPeng, Infinity Stone Ventures, Rock Tech Lithium - Enormous growth potential
Bad news for all BYD shareholders, stock market legend Warren Buffett is selling off part of his shares, causing the recently strongly performing stock to falter. Despite the short-term share price turbulence of the Chinese market leader, e-mobility is set for exponential growth in the coming years due to the achievement of climate targets. This development, in turn, is fueling global lithium demand. The raw material needed to build electric car batteries is already becoming scarce. The main beneficiaries of the shortage are likely to be producers of the metal.
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Commented by Stefan Feulner on September 5th, 2022 | 10:58 CEST
Bayer, Almonty Industries, SAP - New opportunities after the sell-off
The scent of a perfect end to the week was in the air. Positive labor market data from the US drove global stock market indices, and Germany's leading index DAX went through the psychologically important 13,000-point mark like butter. But then came the gas shock with the announcement that Gazprom does not intend to ramp up gas deliveries via Nord Stream 1 again. And just like that, all the gains made dissolved into thin air. The DAX alone will likely start the new week today deep in the red at around 12,700 points. This threatens a new test of the year's lows, which in turn could allow new anticyclical entry opportunities in selected stocks.
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Commented by Juliane Zielonka on September 2nd, 2022 | 10:12 CEST
BYD, Globex Mining, Tesla - Run on commodities!
It is a time of extremes: extreme heat, drought, and prices in the gas and electricity markets. The run on commodities has begun, and investors should look closely at where growth will occur over the next 24 months. Globex Mining is one candidate that, thanks to its business model, covers diversified commodities directly with acreage in the US and Canada. That is sure to please Elon Musk. Through Tesla Powerwalls, Tesla turns its end users into power generators that supply energy to California's vulnerable electrical grid. The state is subject to temperatures so extreme that blackouts can occur. BYD is proving just how valuable an end-to-end production chain is in this day and age.
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Commented by Carsten Mainitz on September 1st, 2022 | 15:13 CEST
ThyssenKrupp, Manuka Resources, K+S - Analysts are optimistic
High energy prices and significant increases in inflation and interest rates are causing headaches for investors. However, the stock market is punishing a number of shares too heavily. Despite the challenging environment, analysts identify several attractive entry opportunities. Stock markets always assess the future; the temporarily distorted perception of opportunities and risks opens up many investment opportunities for forward-looking investors.
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