Mining
Commented by Nico Popp on March 8th, 2023 | 16:27 CET
Banks have a problem: Commerzbank, Deutsche Bank, Desert Gold
Bank shares have done well in recent months - the turnaround in interest rates has been good for many institutions. In the meantime, more and more analysts are giving banks the thumbs up. But what if currencies like the euro or the dollar lose influence? We shed light on secret trends emanating from Asian central banks, which at least argue for not investing all funds in traditional currencies.
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Commented by Fabian Lorenz on March 8th, 2023 | 16:22 CET
Nel share slumps, a 60% chance with Bayer, Almonty Industries and BASF
The Nel share was one of the big daily losers yesterday. As a result, the upward trend has finally been broken, and analysts' opinions differ widely. Berenberg sees the BASF share as a hold after the publication of the quarterly figures. The price target is EUR 55. The figures are in line with expectations. However, the end of share buybacks and concerns about future competitiveness weigh on the stock. By contrast, analysts see up to 60% upside potential for Bayer. Almonty Industries is benefiting from the boom in electromobility and also defense spending. As the leading tungsten producer outside China, analysts suspect it could soon come to a bidding war.
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Commented by André Will-Laudien on March 8th, 2023 | 16:18 CET
Please turn on the power! Myriad Uranium, RWE, E.ON, Uniper, ThyssenKrupp - Renewable energy plus nuclear power is the green future!
Unfortunately, the green policy from Berlin and Brussels has not been thought through to the end. Because if mobility is to be converted entirely to electricity, it will require significantly more energy than is available today. Land consumption in Germany has increased dramatically as a result of alternative energy generation from wind and solar power. In the medium term, therefore, a further push for these energy sources will lead to a declining standard of living and less nature. Nuclear energy is a discontinued model - apparently only in Germany. It is a good thing that our neighbours France and the Czech Republic are happy to let us connect to their grids. However, this has its price and means the same risk profile for Germany as if the reactors were located here. Which stocks fit into the European energy landscape?
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Commented by Nico Popp on March 7th, 2023 | 15:13 CET
Precious metals - Now or never: Barrick Gold, Blackrock Silver, SMA Solar
The prices on the stock markets are swinging buoyantly upwards. In fact, this is a reason for a relaxed mood among investors. We explain why every stock market investor should think about precious metals right now and why it is more than just a typical crisis insurance in the latest article.
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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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