Mining
Commented by André Will-Laudien on April 17th, 2024 | 06:30 CEST
Discount battle over: Commodities on the counter-offensive! Rheinmetall, Power Nickel, BASF and Varta in focus
Since the bombing of Israel by Iran, the clocks are ticking differently in the Middle East. The next stage of escalation has been reached. If Israel now uses the right to defense as an opportunity to initiate something bigger, it is here: the conflagration. Gold and silver are shining as safe-haven currencies and pulling long-neglected commodity shares through the roof. Now is the time to keep the sails in the wind and ride the long-awaited upward momentum. In the energy transition, strategically safer jurisdictions that can safely serve the growing hunger for commodities are still in demand. We highlight a few opportunities.
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Commented by André Will-Laudien on April 16th, 2024 | 07:05 CEST
The cannons are thundering, and gold and silver remain in demand! Barrick, Newmont, Desert Gold and SMT Scharf in focus
The overnight attack by Iran on Israel underscores the current geopolitical uncertainty. Regardless of whether there is further escalation in the Middle East, the world has already changed dramatically since February 2022. This includes shifts in investor behavior. Until the first quarter of 2024, shares in the artificial intelligence and high-tech sectors were bullish; now, defense stocks and precious metals are on the agenda. After decades of disarmament, NATO, in particular, is now facing a decade of rearmament, and private investors are expressing their restraint in consumption by increasing their focus on private security. This is reflected in the increased purchases of gold and silver. For years, precious metals have been stable guarantors of the daily dwindling purchasing power. We believe that the new valuation cycle in the commodities sector is only just beginning, which is why we are examining favorable entry opportunities.
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Commented by Stefan Feulner on April 15th, 2024 | 06:45 CEST
First Majestic Silver, Desert Gold, Albemarle - Escalation paves the way
The events at the weekend, during which Iran carried out a massive airstrike on Israel for the first time, are likely to have escalated the already troubled geopolitics to a new level. It is not yet known whether Israel is planning a counter-attack. Precious metals gold and silver are once again likely to benefit from the uncertainties following the rather weak close to the week. The yellow precious metal could recapture the USD 2,400 per ounce mark, which could also boost the shares of producers and gold exploration companies.
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Commented by André Will-Laudien on April 15th, 2024 | 06:30 CEST
Threat to Europe, Demand for Defense Persists! Rheinmetall, Almonty Industries, Renk and Hensoldt
Europe is gearing up, as since February 24, 2022, peace has become a thing of the past. Europe lived in harmony for a whole 77 years, with the exception of the warlike dissolution of Yugoslavia as a regional conflict. Today's world resembles the situation in the 1970s and 1980s, as the Iron Curtain is re-establishing itself as a political border. The old world order that has prevailed since the end of the Cold War has been shattered by Russia's invasion of Ukraine. Consequently, NATO has regained a new role; after years of disarmament, it has now become a sought-after defense alliance. The accession of Finland and Sweden now strengthens the alliance towards the east. What now looms large is rapid rearmament! Where can investors still participate?
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Commented by Fabian Lorenz on April 11th, 2024 | 07:30 CEST
Panic at AIXTRON and NEL! Is Kraken Energy an AI beneficiary?
AIXTRON shares lost more than 5% yesterday. In addition to the price slide on the NASDAQ, a negative analyst comment added to the negative sentiment. Both the rating and target price of the AIXTRON share were significantly reduced. The same applies to Nel. The hydrogen specialist's recovery attempt was mercilessly stifled, and the share lost over 15%. The lack of incoming orders, in particular, is making analysts nervous. In contrast, Kraken Energy could soon be seen as an AI beneficiary. After all, Elon Musk is not the only one warning of an energy crisis and calling for the expansion of nuclear energy. Voices are getting louder that the computing power required for artificial intelligence will cause energy consumption to explode. In order to prevent a blackout, many countries are turning to nuclear power.
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Commented by Fabian Lorenz on April 11th, 2024 | 07:00 CEST
Out of defense, into gold!? Renk, Barrick Gold, Desert Gold
On Tuesday, German defense stocks were shaken briefly and sharply. In a flash crash, Renk, Rheinmetall and Hensoldt fell by more than 10%. This indicates that defense stocks have run hot. The future prospects for the companies are undeniably positive, but a consolidation is in order. Gold is an entirely different story. The price of the precious metal is at record levels, but the shares of gold producers are still a long way from their 2020 highs. This applies to the heavyweights like Barrick Gold and Endeavour Mining, but even more so to the explorers. One of the promising explorers is Desert Gold. The Company operates in an attractive region, is on the verge of becoming a Tier 1 mine producer, and is a takeover candidate. Barrick Gold is one of many companies that could make a move on Desert Gold.
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Commented by Stefan Feulner on April 9th, 2024 | 06:45 CEST
Palantir, Globex Mining, Bayer - The trend is pointing upwards
After a successful first quarter of 2024, the DAX and Dow Jones took a well-deserved breather last week. In contrast, the precious metal markets for gold and silver continued their upward trend. Gold also reached new absolute highs of USD 2,354 per ounce. While gold producers such as Barrick Gold and Newmont remained in hibernation, they have been following the rising base price for several weeks now. There is currently also an opportunity for smaller commodity stocks to participate disproportionately in the upward trend.
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Commented by Stefan Feulner on April 8th, 2024 | 06:45 CEST
Geopolitical uncertainties - Sibanye Stillwater, Saturn Oil + Gas and Barrick Gold benefit
In addition to the stock markets, which reached new highs last week, the direction of precious metals and oil is also clearly pointing upward. While gold also reached a new all-time high, silver has significant catch-up potential compared to its big brother. In the case of black gold, the current uncertain geopolitical situation could cause oil prices to break through the USD 100 per barrel barrier once again.
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Commented by André Will-Laudien on April 3rd, 2024 | 07:25 CEST
Bitcoin and Stromer need the energy transition! BYD, Edison Lithium, Nikola - Is it time to buy low?
Despite recent declines in electric mobility, the development of traction batteries is breaking new ground. Sodium is under discussion to replace toxic lithium. The new technologies also mean that cobalt and nickel are no longer required. Former lithium companies are changing their business models, but the raw material will still be urgently needed for at least another decade. We are looking at a market that is about to change course. Where do the opportunities lie for agile investors?
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Commented by Fabian Lorenz on April 3rd, 2024 | 07:15 CEST
Renk, Super Micro Computer, Royal Helium: SHARES UNSTOPPABLE!
The Renk share is unstoppable. Yesterday, the shares of the defense technology company surged by 7% at its peak. The share is scratching at the EUR 40 mark and has thus more than doubled since the IPO in February of this year. While the share price is being driven by politics, analysts are beginning to lose interest. So, is it time to exit now? The defense industry needs helium just as much as medical technology and quantum computers. Royal Helium is one of the few listed companies in this sector. The Company is currently making the leap from explorer to producer, a move that should benefit the share. Helium is also needed to produce the AI semiconductors used by Super Micro Computer. Microsoft, OpenAI, and Amazon show that the hunger for AI data centers is far from satisfied. They plan to invest over USD 200 billion in new supercomputers.
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