Mining
Commented by André Will-Laudien on December 11th, 2023 | 07:30 CET
Gold and Silver in 2024 - Breakout or Crash? Blackrock Silver, TUI and Lufthansa should show their colors now!
A new record high for the DAX at 16,782 - who would have thought it? The stock market is anything but boring at the moment. Gold started the week at a new all-time high of USD 2,147 in Asian trading, then sold off and even fell below the USD 2,000 mark again over the course of the week. Although the central banks are currently absorbing 30% of production, the price is unable to hold steady at the top. This is likely due to the lower-than-expected inflation at the beginning of the last quarter of the year. All in all, lower inflation also means lower interest rates. This is actually a bullish signal for gold and silver, but things often turn out differently than expected. On the consumption side, the tourism market should also be considered due to higher household budgets. Is this where the top yields for the coming year are hiding?
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Commented by André Will-Laudien on December 7th, 2023 | 08:50 CET
Snow chaos and climate madness, who is playing in the Premier League of the energy transition? Nel ASA, Power Nickel and Plug Power under the microscope
Snow chaos and new record highs. While the DAX 40 demonstrates itself as the world's best blue-chip index, the German economy is currently navigating downward. It is not the earnings outlook that is presently driving share prices but the hope of lower interest rates. Meanwhile, the endless climate debates in Dubai continue. Among realists, however, there must be fears that the local oil lobby will not let a German know-it-all put a stop to the lavish margins with fossil fuels. There will, at least, be a friendly Arab nod to the 2050 climate goals and exclusive indulgence for the high-ranking German delegation. Whether this justifies federal expenditure of more than EUR 50 million is something we will leave uncommented. More important is a look at the top titles of the upcoming energy transition - where is the next 100 percenter lurking?
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Commented by Armin Schulz on December 6th, 2023 | 08:00 CET
Siemens Energy, Defense Metals, Rheinmetall - Rare earths as a risk factor
The scarcity of and access to rare earths has become a major global concern. China plays a decisive role in the production of rare earths, as the country mines 60% of all rare earths worldwide and processes 85% of them. After the US banned the export of AI chips, China considered banning the export of rare earth metals. These trade blockades from both sides are causing tensions in international trade relations and concerns about supply bottlenecks. Rare earths play an important role in wind power, armaments, medicine, electromobility and the electronics industry. As an investor, one should be aware of these risks.
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Commented by Stefan Feulner on December 6th, 2023 | 07:20 CET
Rock Tech Lithium, Altech Advanced Materials, Continental - There is a lot of movement here
The final few weeks of the year are packed with activity. Before the Christmas tree is decorated and the goose is on the table, several companies are planning significant capital measures for the future. The general conditions appear favorable, as the German leading index, DAX, is on the verge of reaching a new all-time high. Technology stocks have also switched back into rally mode in recent days, boosted by the expected loose monetary policy.
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Commented by Armin Schulz on December 5th, 2023 | 07:00 CET
Blackrock Silver, BYD, Infineon - Silver: The new gold of the technology sector?
There is currently an attractive opportunity for investment in silver as it plays a key role in the growing e-mobility sector and chip manufacturing. The increasing production of electric vehicles is driving the demand for silver. Simultaneously, silver is becoming increasingly important due to its use in highly conductive pastes for the progressively sophisticated chip manufacturing industry. These developments could lead to a sustained increase in demand and make silver a potentially lucrative investment. Precious metal prices have already risen sharply.
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Commented by Stefan Feulner on December 5th, 2023 | 06:50 CET
Manuka Resources, Spotify, MicroStrategy - Endless buy signals
Despite the challenging conditions, there is already a festive mood on the world's stock markets three weeks before Christmas. Germany's leading index, the DAX, is only marginally below its all-time high of 16,532.50 points, the precious metal gold has already reached a new record high and Bitcoin has broken through the USD 40,000 mark after more than 18 months. The fact that an increasing number of individual stocks were also able to generate buy signals ensured a further price rally.
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Commented by Fabian Lorenz on December 5th, 2023 | 06:40 CET
More than 30% with Plug Power, Siemens Energy, and Globex Mining! What is next?
Is the Plug Power share about to triple? Despite being one of the disappointments of 2023 along with Siemens Energy, both shares have risen in recent days. And analysts see further upside potential. The price target for the hydrogen specialist, in particular, is surprising. On the other hand, Globex Mining is performing well operationally throughout 2023. The shares of the mining incubator from North America have gained over 30% in value this year, outperforming commodity giants such as Barrick Gold. The Canadians' recent transaction shows that the business model has potential and is appealing to investors.
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Commented by André Will-Laudien on December 5th, 2023 | 06:30 CET
Next lithium boom in 2024? Freyr Battery, Edison Lithium, VW, Mercedes - Where are the 100% gainers?
The year 2024 promises to be highly interesting, that much is certain. The so-called electric boom has not yet taken place, and the falling lithium price of minus 80% in the current year speaks volumes. Of course, major investments such as a relatively expensive electric vehicle depend on the general situation and subsidies. However, neither of these contextual factors bode well. On the contrary, state subsidies are falling, and high inflation is weighing on private household budgets. So why not get the good old diesel through the MOT again? After all, continuing to drive an old vehicle is 100 times more sustainable than buying a new electric vehicle with rare and difficult-to-extract metals. While green thoughts are commendable, the costly construction of so-called gigafactories continues. On the stock market, the question arises: Who will ultimately emerge as the winner?
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Commented by Stefan Feulner on December 4th, 2023 | 07:40 CET
BP, Saturn Oil + Gas, Occidental Petroleum - New opportunities from OPEC+
With the decision by the oil cartel OPEC+ to further reduce production in the first quarter of next year, oil prices continued their correction that has been ongoing for weeks. Russia and OPEC+ announced their planned cuts at a total of 2.2 million barrels per day. The current decline in the oil sector offers investors an opportunity to participate in the expected long-term upward trend at more favorable prices.
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Commented by André Will-Laudien on December 4th, 2023 | 07:30 CET
COP28 Climate Summit in Dubai boosts uranium shares! Cameco, GoviEx Uranium, Siemens Energy and E.ON in focus
With a raised finger, Chancellor Scholz calls for a global shift away from fossil fuels in Dubai. Climate change remains "the great global challenge of our time". He is thus appealing to the almost 200 countries, which are holding energetic consultations until mid-December, to join in the energy transition formulated in Germany. Specifically, he proposed an agreement on two binding targets that are already consensus among the industrialized countries of the G20: One is to triple the expansion of renewable energy, and the other is to double energy efficiency - both by the year 2030. So far, more than 110 countries have agreed to expand green energy production at this rate. However, there is also the opposing party: around 20 countries want to almost triple their investment in nuclear energy. Where are the winners hiding?
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