Mining
Commented by Armin Schulz on November 2nd, 2023 | 07:55 CET
K+S, First Phosphate, Volkswagen - Phosphate: From fertilizer to high-tech application
Phosphate is an important nutrient for plants and animals and is used in agriculture as a fertilizer. It is also used in the food industry as an additive. Recently, however, the raw material has been needed in the high-tech environment. Battery manufacturers have an increased need for phosphate to produce lithium iron phosphate batteries, which are already used in some electric vehicles. The phosphate content in these batteries contributes to their stability and durability. If this technology becomes standard in all electric vehicles, demand will increase dramatically. So today, we take a look at fertilizer producer K+S, introduce a future producer in First Phosphate, and look at how Volkswagen is progressing in the area of electromobility.
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Commented by André Will-Laudien on November 2nd, 2023 | 07:30 CET
Surprise after Q3 figures: Deutsche Bank, Microsoft, Desert Gold, Siemens - Good Chart Technique and a boost from AI?
The ECB has paused its interest rate adjustments for the first time in 12 months. It is not surprising, as a declining economy is currently causing inflationary pressures to subside somewhat. Because of the numerous geopolitical conflicts, gold has surpassed the USD 2,000 mark again after a long consolidation period. And then there are the many quarterly figures. It is good for those who can keep track of them all. We look at new developments with Deutsche Bank, Microsoft's entry into the German corporate AI market, and the excellent opportunities at the explorer Desert Gold.
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Commented by Armin Schulz on October 31st, 2023 | 07:40 CET
Power Nickel, Mercedes-Benz, BYD - No electromobility without nickel
Nickel has undergone a remarkable transformation in recent years and has become a key component of electromobility. While the demand for environmentally friendly vehicles is steadily increasing, nickel is becoming increasingly important as an indispensable component in batteries. Nickel contributes to achieving higher energy density in batteries, which translates into greater driving range. It also allows for a reduction in the amount of cobalt in the batteries, making electric vehicles even more environmentally friendly. Therefore, we look at a future nickel producer and analyze Mercedes-Benz and BYD in terms of opportunities and risks.
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Commented by Stefan Feulner on October 30th, 2023 | 07:40 CET
Positive signals at Siemens Energy, Manuka Resources and Covestro
Forecast adjustments and state aid were the buzzwords on the German stock market last week. In addition to the car manufacturers Mercedes Benz and Volkswagen, the electro and energy technology manufacturer Siemens Energy surprised with talks about state guarantees. The wind energy sector, which is considered essential for climate change, is weakening. In general, renewable energy companies are miles behind a possible consolidation. Not yet factored in is the problem of procuring critical raw materials for building the new technologies.
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Commented by André Will-Laudien on October 26th, 2023 | 14:25 CEST
Lithium: The million-ton question! BASF, Standard Lithium, Edison Lithium, Varta - The Top List for 2024
Lithium-ion batteries are the most widely used battery type for electric vehicles and stationary energy storage. Estimates vary widely, but by 2025, we will need between 500,000 and 850,000 thousand tons of lithium, but in 2022 only 130,000 tons were produced. Against the backdrop of continued high global demand for e-vehicles, many high-performance batteries will be needed. Four gigafactories are currently being built in Europe, and the demand seems enormous. Each auto manufacturer has its own sourcing strategy, but there is currently a problem on the supply side because not every raw material is easy to obtain. Lithium is one of the most essential raw material components of a battery, along with nickel, cobalt, graphite and copper. Prices across the battery segment are under pressure due to the approaching economic downturn. What should investors look out for now?
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Commented by Stefan Feulner on October 26th, 2023 | 09:20 CEST
Coinbase, Desert Gold Ventures, MicroStrategy - Gold at USD 3,700, Bitcoin Priceless
Are you familiar with the book "Rich Dad Poor Dad", which was, for a long time, on the Top 10 bestseller lists of the Wall Street Journal, USA Today and the New York Times? Its author, Robert Kiyosaki, recently revealed his forecasts for his "hard assets" via the X platform, formerly Twitter. Accordingly, he expects the price of gold to rise significantly to USD 3,700, while Bitcoin will reach a price of USD 135,000.
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Commented by Fabian Lorenz on October 26th, 2023 | 09:10 CEST
Analysts love cash flow stocks: Nel, Volkswagen, Saturn Oil + Gas
What do investors and analysts dislike in times of high interest rates? Losses and debt. By contrast, they love high cash flow. Free cash flow. With it, a company can finance itself, pay off debt or distribute money to shareholders. And this is precisely Nel's problem. While the loss has been reduced, the Norwegians are still a long way from generating positive cash flow. But analysts still see potential. Analysts see more than 100% upside potential for Saturn Oil & Gas. The oil producer is developing into a cash flow monster, and the upcoming quarterly figures should be convincing again. Volkswagen is also winning over experts. Can the VW share really double? However, there is also a sell recommendation.
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Commented by Stefan Feulner on October 25th, 2023 | 07:35 CEST
Rheinmetall, Power Nickel, Nio - The situation is getting critical
The further escalating conflicts in Ukraine and Israel, as well as tensions in the economic relations of global powers, are placing enormous strain on global supply chains. China's dominance in product manufacturing is becoming increasingly apparent, which must be minimized in the future. Last week, for example, the Middle Kingdom said it will require export licenses for some graphite products to protect national security, surprising everyone with another attempt to control supplies of critical minerals.
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Commented by André Will-Laudien on October 24th, 2023 | 07:00 CEST
Uranium with exploding demand! Uniper, GoviEx Uranium, Plug Power, RWE - The next 100% value in the portfolio
With a global alliance, the participants of the last climate conference in Cairo want to implement their NetZero targets by 2035 or 2045. The speed of adaptation to more sustainable energy production and use is, of course, dependent on the public investment budgets of governments. In Germany and the EU, eco-taxes are levied to fund other areas, such as transport, which are then to be invested in environmental projects. However, most participants in the climate agreement are overburdened because of the high costs of migration management and rising government spending. However, because many countries still have a good infrastructure for nuclear energy, this form of energy is now being used to achieve the desired climate neutrality somewhat earlier and more easily. The protagonists of this view in Europe are France, Spain, Poland and the Czech Republic - Germany is staying out of this issue. However, around 100 new reactors are to be built worldwide, so uranium as a raw material is once again at the top of the shopping list. Which stocks are at the forefront of this trend?
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Commented by Armin Schulz on October 23rd, 2023 | 07:15 CEST
Deutsche Bank, Blackrock Silver, SMA Solar - Which share offers the most potential for the portfolio?
The recent speech by the Chairman of the FED had a significant impact on gold and silver prices. There is speculation that the Federal Reserve may adopt a less restrictive stance in its monetary policy. How is Deutsche Bank reacting? Geopolitical tensions, particularly in the Middle East, are additionally cited as driving factors for the rise in precious metal prices. The gold-to-silver ratio is around 86 to 1, indicating that gold has performed better than silver so far. There is catch-up potential for silver here. What does this mean for Blackrock Silver? The metal is used in the jewellery industry, electronics production, and the solar industry, which is currently growing strongly. We, therefore, take a look at SMA Solar.
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