Mining
Commented by Stefan Feulner on January 23rd, 2024 | 06:45 CET
BASF, Manuka Resources, Lynas - Corrections offer long-term opportunities
A "supercycle" is defined as an extended period in which the demand for certain goods exceeds the available supply. In the long term, this leads to a steadily growing supply gap and, thus, to sharply rising prices. In our current situation, where independence from countries like China and Russia is also sought, critical raw materials such as copper, vanadium and rare earth metals will become increasingly scarce over the next few years due to demand resulting from the energy transition. The current correction in these underlying stocks should, therefore, offer a long-term opportunity.
ReadCommented by André Will-Laudien on January 23rd, 2024 | 06:30 CET
Hydrogen sell-off: Invest now in high-tech blockbusters! Nel ASA, Defense Metals, AMD, Rheinmetall
Two important trends are emerging after 3 trading weeks on the stock market in 2024. The hydrogen sector is experiencing the long-awaited sell-off, while AI-related high-tech stocks are making new highs every day. Last week, the NASDAQ 100 Index reached a new all-time high of 17,340 points. Stocks such as Microsoft, Nvidia, Supermicro and AMD are moving upward daily with massive turnover. As chips also require a lot of strategic metals, the rare earth region of Wicheeda in Canada has also attracted media attention. As a result, the explorer Defense Metals has seen a significant increase in stock market turnover. No surprise: industrialized countries are looking for safe countries of origin for indispensable metals. Where are the opportunities for investors?
ReadCommented by André Will-Laudien on January 19th, 2024 | 07:45 CET
Total sell-off in hydrogen! Nel ASA, Manuka Resources, Plug Power - Find the 300% pearl now
The topic of hydrogen has been put on the back burner for the time being. Although the COP28 conference in Dubai showed a broad consensus on reducing greenhouse gases and avoiding fossil fuels, the OPEC countries, in particular, insist on their traditional right to continue tapping into the abundant oil wells. The observers conclude that everything remains the same; each does what it does best. The transformative idea of saving the world is collectively present, but if it can be solved with nuclear energy, then nuclear reactors will be built. This also highlights how the green-dominated traffic light policy on environmental issues is perceived internationally: Teachings from Germany are only smiled at. The topic of hydrogen was politically launched in Europe and has been traded on the stock exchange as a "world energy savior" since 2019; now, investors are sitting on a 90% loss. Is there still hope?
ReadCommented by Fabian Lorenz on January 18th, 2024 | 08:30 CET
Morphosys on the verge of a short squeeze? Evotec share drops like a stone! Almonty Industries is exciting!
Share price disaster at Evotec. The shares of the German biotech company are falling like a stone in 2024 and have already lost over 30% of their value in just a few trading days. This results from the CEO's surprising resignation and delayed reports of insider transactions. "Manager-Magazin" added fuel to the fire with an article. Morphosys, on the other hand, is taking off. The blood cancer drug Pelabresib is causing speculation and price swings. Could there even be a short squeeze? The Almonty Industries share is also exciting at the moment. The shares of the raw materials company, which focuses on tungsten, appear to have bottomed out and are starting an upward trend. Operationally, Almonty is facing exciting times. Analysts expect the tungsten producer to more than triple its turnover between 2023 and 2025. Given the expected profit in the coming year, the share is anything but expensive.
ReadCommented by Armin Schulz on January 16th, 2024 | 07:30 CET
Commerzbank, Globex Mining, Vonovia - Interest Rates, Commodities, Real Estate - Where is the most potential?
When it comes to investing one's money, investors have various options. Personal preferences and different risk tolerances play a crucial role in decision-making. Should one choose the security of a bank with fixed interest rate products, or does one venture into the potentially lucrative terrain of the commodities markets, where choices range between gold, oil and many other options? The third option would be real estate, the ownership of which is equated with value stability and protection against inflation. Experts recommend a diversified approach across these different areas to cushion fluctuations. We take a look at an interesting company from each sector.
ReadCommented by André Will-Laudien on January 16th, 2024 | 07:15 CET
E-mobility boom 2024, when will the German vehicle market take off? BYD, Edison Lithium, VW, BMW
The last word in e-mobility has not yet been spoken. While BYD is leading the sales list worldwide, Tesla is struggling with important supplier parts and has had to halt production temporarily. German manufacturers have used the last two years to catch up on technical backlogs and are preparing to score points in the "electric world", too. Last year, buyers were offered a state environmental bonus on top, but this was cancelled before Christmas. Now, the market has to prove that it can survive with fewer subsidies. Where are the opportunities for investors?
ReadCommented by Stefan Feulner on January 15th, 2024 | 06:30 CET
Hertz, Saturn Oil + Gas, Occidental Petroleum - Clear signs of a trend reversal
Electromobility, often hailed as the future of transportation, is at the forefront of a global transport revolution. A swansong has already been sung for the traditional combustion engine. However, the fossil fuel-powered vehicle is still by far the best-selling vehicle. Issues with battery-powered vehicles are increasing. In addition to the continuing lack of refueling infrastructure, the purchase prices are simply too high without government subsidies. Additionally, higher repair costs are becoming more prevalent.
ReadCommented by Fabian Lorenz on January 11th, 2024 | 07:00 CET
Evotec is in the analyst check, Tui with Wanderlust, and another 100% gain for Manuka Resources?
The Evotec stock is currently not for the faint-hearted. After the resignation of the long-serving board member caused uncertainty, the biotech company was able to reassure investors with a milestone payment. Analysts are speaking out and expressing their opinions, and a real "bull" is among them. And what about Manuka Resources? At the beginning of December, news about an exciting project for battery metals caused a jump in the share price. Is it now worth getting in after the consolidation? The Tui share has also recently consolidated after a 50% gain within a few weeks. Analysts' price targets for the tourism company's shares vary widely. Hold or buy?
ReadCommented by Fabian Lorenz on January 10th, 2024 | 07:30 CET
Bayer with a blockbuster! Vonovia weak! And how are Desert Gold shares doing?
While the DAX, Dow & Co. started the new year weakly, Bayer shares are holding up surprisingly well and can maintain the price gains from the end of 2023. The share price is being supported by positive news. A new blockbuster is waiting in the wings. Vonovia shares, on the other hand, are suffering from profit-taking, although analysts see further upside potential. Is concrete gold celebrating a comeback? And what about real gold? The price has weakened recently, but analysts believe USD 2,200 per ounce is possible, and central banks continue buying heavily. This should benefit not only the major gold producers but also low-cost explorers such as Desert Gold.
ReadCommented by Armin Schulz on January 10th, 2024 | 07:15 CET
Evotec, Defense Metals, PayPal - There is movement here. Where is it worth getting in?
In the dynamic environment of the stock market, it is often significant movements in individual shares that attract the attentive eye of investors. Volatile securities lure investors with the promise of quick profits, but they may signal more than just short-term market fluctuations. When stocks start to move and deviate from their usual trading patterns, it can indicate fundamental changes in the business environment, industry-specific developments or macroeconomic turning points. For the savvy investor, this might be the opportune moment when promising entry opportunities reveal themselves. However, caution is advised: Only those prepared to look behind the scenes and analyze the factors behind the volatility can truly profit from market movements.
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