Mining
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.
Read
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?
Read
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.
Read
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.
Read
Commented by André Will-Laudien on February 24th, 2023 | 15:51 CET
Rising interest rates, rising margins: Steinhoff, Desert Gold, Deutsche Bank and Commerzbank - Watch closely!
In the coming weeks, the moment of truth will strike for the national central banks of the eurozone because 20 years of money printing is taking its toll in the form of billions in losses. The respective state coffers will not only miss out on dividend payments but could even need capital injections. Bloomberg points to this development. The Swiss National Bank already made a start in February with a record write-down of 132 billion francs. The markets are now eagerly looking to the ECB and the US Fed. Incidentally, the taxpayer is liable for the central bank's balance sheet imbalances. If the write-downs on the bond holdings due to the quantitative easing of recent years exceed the equity capital, the member states are threatened with payment obligations. It would be a surprise if gold did not react positively to such news.
Read
Commented by Stefan Feulner on February 23rd, 2023 | 16:17 CET
First Majestic Silver, Blackrock Silver, American Lithium - Long-term opportunity
The transformation towards greenhouse gas-neutral technologies leads to a significant metal demand for corresponding critical raw materials. In addition to copper, nickel, lithium and cobalt, silver, in particular, is experiencing steadily increasing demand. In addition, the precious metal is increasingly required in medical devices, smartphones and microchips, among other things. After a correction that has lasted since 2020, the next upward wave will likely follow after a bottoming out. For investors, this is an opportunity for long-term price gains.
Read
Commented by Juliane Zielonka on February 23rd, 2023 | 16:13 CET
Almonty Industries, Rheinmetall and Amazon - The profiteers of the crises
South Korea is one of the few democratic countries with high tungsten deposits. Almonty Industries is a mining company with unbeatable expertise, bringing a disused tungsten mine in South Korea back to life. The metal is urgently needed in the defense, aerospace and automotive industries. Until now, China and Russia have dominated the tungsten market. But the last 24 months have shown how fragile supply chains and democracies can be. Alternatives are needed. One profiteer of the crisis is the arms company Rheinmetall. Since Russia launched its war of aggression in Ukraine, the share price has shot up. Amazon employees are currently experiencing the exact opposite. Their wages are supported partly by share packages - and thus, a disaster could occur in 2023.
Read
Commented by Fabian Lorenz on February 23rd, 2023 | 15:17 CET
Nordex, American Lithium, Globex Mining, Nel - New stock favourites?
The energy transition is fuelling the raw materials boom. Solar and wind energy, hydrogen and electromobility - raw materials such as nickel, rare earths, lithium and cobalt are needed for all future technologies. Companies like Nordex and Nel ASA need the raw materials. The Nordex share has had a challenging year. But analysts see the light at the end of the tunnel. The wind turbine manufacturer is introducing a new product. At Nel, experts advise selling, and the annual figures are due soon from the Scandinavians. In contrast, Globex Mining continues to be traded as an outperformer even after the 50% rally since November 2022. The quality of the resource projects is high, and the share is being revalued. American Lithium has also performed strongly since Q4 2022. The uranium subsidiary is expected to provide the next share price jump. However, bad news is coming from China for the lithium sector. This time, Tesla is not instigating the price war.
Read
Commented by Nico Popp on February 23rd, 2023 | 15:03 CET
Unknown and better than Tesla? BYD, First Phosphate, Varta
BYD wants to have sold a whopping 1.86 million cars in 2022. That is about 500,000 more than competitor Tesla. Despite this, Elon Musk's company is still considered an e-car giant. Why is that? Certainly, the focus on Western markets has to do with the fact that many investors from the US and Europe still favour Tesla. We look at why thinking outside the box can pay off and how it can help investors seize opportunities.
Read
Commented by Fabian Lorenz on February 22nd, 2023 | 13:22 CET
Beware of Plug Power and Tesla. Better to bet on BYD and Defense Metals?
Caution is advised with e-car pioneer Tesla: Over the weekend, a video of an accident involving a Tesla and a stationary fire truck made the rounds on the Internet. This could once again bring the US authorities onto the scene. They had just ordered a "recall" for more than 360,000 vehicles. The reason was an increased risk of accidents. Tesla has to install an online update of the driver assistance software. And then Charlie Munger had also spoken out clearly for BYD and against Tesla. It was almost ridiculous, said the partner of Warren Buffett, how strongly BYD had asserted itself against Tesla. While Tesla is lowering prices, BYD has raised them. Experts also advise caution for Plug Power. Chart-wise, the stock is still battered, the estimates for the coming years seem ambitious, and a capital increase to finance the expansion is hardly avoidable. At the same time, electromobility and hydrogen are absolute topics of the future. Are investors therefore better off betting on BYD and Defense Metals?
Read