Mining
Commented by André Will-Laudien on June 25th, 2024 | 08:50 CEST
Euro 2024 Round of 16 - A Summer fairytale on the stock markets, too? BYD, VW, Power Nickel and Rheinmetall qualify early
Football has always been a great way to distract the masses. People love sports because it relaxes them even when they are just watching - a tried and tested remedy for the multiple crises that continue to spiral into our minds. Fortunately, the stock markets are trading so high that the looming banking crisis in China and Japan is not working its way through to Europe in the media. The EU financial markets have lost a lot of ground since the election because while the NASDAQ is rushing from peak to peak, the EURO STOXX is making an almost unnoticed 5% correction, and France is even down 10%. EU spreads on German government bonds widened further, a scenario that seemed to have been forgotten since 2008. And in football, Germany is hopeful going into the Round of 16, and our stock picks are also bursting with strength.
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Commented by Armin Schulz on June 25th, 2024 | 08:45 CEST
Evotec, Royal Helium, Nel ASA - Turnaround candidates under review
With the recent rise in shares in Power Nickel, following a bonanza find in its exploration work, the topic of "turnaround candidates on the stock market" is once again coming to the fore. Such companies, which get back on track after significant price falls, offer investors enormous profit potential. The recovery after a deep crisis can represent a second chance for investors but requires a keen sense of market analysis and timing. The success of the investment depends largely on the right selection and timing of entry. We take a look at three candidates.
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Commented by Stefan Feulner on June 25th, 2024 | 08:35 CEST
Covestro, Globex Mining, and Deutz with significant momentum
The rising demand for industrial metals from the renewable energy sector and the increased demand from the defense industry due to the current geopolitical shift pose significant challenges for the Western world. In addition to exploring its own deposits, an improvement in trade relations with China would be desirable. However, following the visit of the Minister of Economic Affairs to China's most important trading partner, this wish has receded into the distant future.
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Commented by Armin Schulz on June 24th, 2024 | 07:00 CEST
Bank quake?! Is Deutsche Bank affected? Desert Gold and Barrick Gold as safe havens!
Europe could be facing a new banking quake. The reason for this lies in French government bonds. Since the French President called for new elections, one has been able to read a lot about a possible shift to the right, but the real problems have hardly been reported so far. France's national debt ratio is 110% of gross domestic product, making it the highest in Europe. French bonds are worth less because risk premiums have risen by almost 60%. As a result, interest rates are rising, and accordingly, the value of government bonds is falling. As a result, all banks that hold these government bonds are suffering book losses. Deutsche Bank could also be affected by this. Additionally, we are looking at gold companies that are considered safe havens.
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Commented by André Will-Laudien on June 19th, 2024 | 07:15 CEST
Opportunities upon opportunities: sell AI now! Nel ASA, Royal Helium, Plug Power, and BYD
19,887 is the new record high of the NASDAQ 100 index. Dream returns from Nvidia, Apple, and Microsoft could accelerate the stock market's growth into the summer once again. This could also make the second quarter of 2024 a good month for equities, as the saying "Sell in May and go Away" does not seem to apply this year. However, there are plenty of lagging stocks with great potential. They are currently on one side, as the attraction of the "Magnificent Seven" is too strong. We take the euphoria as an opportunity to take a closer look at a few promising stocks.
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Commented by Fabian Lorenz on June 18th, 2024 | 06:30 CEST
Price jump at TUI! Bayer share price slumps! Globex Mining makes millions!
TUI shares were among the day's winners on the German stock market yesterday. The tourism group benefited not only from positive analyst comments but also from the FTI bankruptcy. Can the share now end its months-long sideways movement? There are also good reasons for higher prices at Globex Mining. The mining incubator recently received CAD 3 million from the gold group Agnico Eagle - and that is not the end of the story. The latest analyst comments on Bayer shares are not very promising. Yesterday's DAX share price reaction was correspondingly negative. However, the management was optimistic.
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Commented by André Will-Laudien on June 17th, 2024 | 06:45 CEST
Acute threat? Armaments and high-tech in the crosshairs: Aixtron, Almonty Industries, Rheinmetall and Hensoldt
The recent European elections have enabled the conservative camp to make significant gains. Undoubtedly, a whole bouquet of issues has led to the so-called "shift to the right". In times of war, however, the neutral observer may not be surprised that the self-proclaimed peace parties, represented by the colours red and green, have lost considerable ground. After all, the competence for peacemaking and security in Europe tends to be found in the conservative camp. The capital markets currently favour high-tech and armaments, orders are booming, and growth is assured for years to come. It is now crucial for stock market players to take a closer look at these sectors, as the high-yield performers of the first half of the year appear to be correcting more strongly. What will happen here in the medium term?
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Commented by Fabian Lorenz on June 13th, 2024 | 07:00 CEST
Stocks on the verge of a breakout! Rheinmetall, TUI, Desert Gold
Will Rheinmetall soon reach a new all-time high? An insider thinks so and is buying a sizeable block of shares in the armaments group. The news situation could hardly be better for the DAX-listed company. The price of gold could also break out and rise to USD 2,700 in the next wave, according to a renowned expert. Desert Gold should benefit noticeably from this. The Company's market capitalization is only a fraction of the proven gold resource, and drilling continues. And what is TUI doing? The share is not making any real progress. However, it should benefit from the FTI collapse, and the crucial summer season brings a high booking volume.
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Commented by André Will-Laudien on June 12th, 2024 | 07:15 CEST
After the election, buy a combustion engine now? Mercedes-Benz, Volkswagen, Globex Mining and BYD on the test track
The crushing defeat of the green camp in the EU elections has caused a stir in the automotive industry. Will the ban on combustion engines be overturned in favour of a general openness to technology? It is well known that the best conventional vehicles come from Germany, and they are demonstrably no more harmful to the climate than current e-vehicles. Voters have finally lifted the green veil, and the doctrine of the know-it-alls is now in retreat. From a climate perspective, investing in battery storage systems makes sense, but they do not necessarily have to be installed in vehicles. How can investors benefit from the current situation?
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Commented by Armin Schulz on June 12th, 2024 | 06:45 CEST
Volkswagen changes strategy! Can Power Nickel and Rheinmetall benefit?
In an increasingly volatile global economy, companies face unprecedented challenges and opportunities. Although Volkswagen, Power Nickel, and Rheinmetall may appear to represent different industries at first glance, the companies are often interconnected. Now that Volkswagen, as an automotive giant and key player in the mobility sector, is suddenly adjusting its strategy, it is worth taking a closer look at the impact on other companies. We explain Volkswagen's adjustments and where there are overlaps with Power Nickel and Rheinmetall.
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