Mining
Commented by Stefan Feulner on February 13th, 2023 | 20:09 CET
Rheinmetall, Almonty Industries, Lynas - Rearmament, now!
The decision on the Leopard deliveries to Ukraine has already been made, but now the discussion is turning to the provision of further heavy guns such as the "Panther" super tank developed by Rheinmetall. In addition, the NATO states are discussing the provision of combat aircraft. Once again, an important point is being forgotten. The production of these weapons systems requires critical metals, whose market is primarily dominated by China. The next dependency is thus preprogrammed.
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Commented by Armin Schulz on February 10th, 2023 | 12:40 CET
Defense Metals, Rheinmetall, Encavis - New technologies cannot do without this critical raw material
What do metal alloys, magnets, phosphors, ceramics, glass, catalysts and chemical processes need to function well? Rare earths - a critical raw material that is primarily processed in China. Without this raw material, there are no smartphones, computers, wind turbines or electric vehicles. There have been tensions between China and the United States for some time. If these tensions escalate and China stops its rare earth supplies, the Western world will have a problem. As demand for rare earths continues to rise, it is important to ensure sufficient supplies to meet the growing demands of the technology industry.
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Commented by Nico Popp on February 9th, 2023 | 19:54 CET
Comeback opportunity or a complete washout? These facts decide: Deutsche Bank, K+S, Tocvan Ventures
Various sectors have enjoyed a boom in recent months. Commodity companies benefited from rising prices, and banks from higher interest rates. But the trees do not grow to the sky even for stocks favoured by the market. Every trend comes to an end. Where investors can believe in comebacks and where uneasiness could threaten - we take a close look for you!
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Commented by Nico Popp on February 9th, 2023 | 19:47 CET
Banks and their risky gold bets: Credit Suisse, PayPal, Desert Gold
Credit Suisse will publish its quarterly figures on Wednesday, February 15, and answer analysts' questions. The market is looking very closely at the details of the crisis bank, which is in trouble because of the bankruptcy of Greensill Bank and the implosion of a hedge fund in 2021. Now stress is also looming around Credit Suisse's gold exposure. Reason enough to raise awareness of risks and highlight opportunities!
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Commented by Nico Popp on February 8th, 2023 | 11:52 CET
Banks bet 5,000 tons of gold - explosive power? Deutsche Bank, Alerio Gold, Commerzbank
Anyone investing in gold is betting on an alternative asset class - the precious metal is seen as a reserve currency in a world dominated by banks and large financial institutions. But as the latest figures show, the role of banks in the gold market may be far greater than thought. In the US alone, more than 5,000t is at stake in bank balance sheets with the potential for dramatic price movements.
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Commented by Fabian Lorenz on February 8th, 2023 | 11:42 CET
More than 100% possible: Analysts on Nel ASA, Saturn Oil + Gas and the Tesla chaser BYD
Hydrogen specialist Nel ASA is entering the new year with a tailwind. The Norwegian company's stock has already gained more than 20% this year. Operationally, the Company aims to make significant progress in 2023 after a challenging previous year. A new order was reported to match this. And then analysts are also raising the price target. Analysts see over 100% price potential in the oil producer Saturn Oil & Gas. The experts assess the recent acquisition of the Canadians as positive and see a significant undervaluation compared to the peer group. In addition, analysts at Commerzbank see a rising oil price. For e-cars, Tesla has triggered price reductions. BYD is also affected by this. Things are also likely to get more uncomfortable in the primary market of China in 2023. Nevertheless, BYD should continue to grow in the current year.
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Commented by Armin Schulz on February 6th, 2023 | 07:46 CET
Nel ASA, Manuka Resources, TUI - Which stocks will take off in 2023?
Shares are a popular form of investment that can hold a lot of potential. Particularly interesting are stocks that are positioned before a turnaround. This means that the Company has had difficulties in the past but is now expected to see positive changes in its business potential. These stocks can bring large profits if successful, as they often trade at lower prices and have great upside potential. However, it is important to thoroughly analyze the Company's financials and business model before investing in such stocks. We take a look at three promising titles.
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Commented by Juliane Zielonka on February 3rd, 2023 | 12:58 CET
Booming energy supply & AI with GoviEx, AMD and Meta Materials
The EU Parliament has included gas and nuclear power as "transitional activities" in the list of green technologies that accelerate the transition to climate neutrality. Demand for uranium continues unabated worldwide. Explorer company GoviEx is filling the gap through its exploration activities for uranium at two renowned sites. Those interested in learning more can ask CEO Daniel Major about it on February 15. The expansion of a stable energy supply and simultaneous CO2 reduction is also a big topic for semiconductor manufacturer AMD. ChatGPT is on everyone's lips and is only the beginning of an AI boom that will require chip technology at universities and data centers, for example. Zuckerberg is also using AI to expand his metaverse. He plans to use artificial intelligence to explore green energy options further.
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Commented by Stefan Feulner on February 3rd, 2023 | 12:54 CET
BYD, Power Nickel and Infineon - News drives share prices
The events are overlapping. In addition to the daily geopolitical news, the central banks are in the spotlight these days. Despite a further interest rate step, the FED sent positive signals to the capital market because the end of the strict monetary policy is approaching. In addition, the reporting season started, which could offer several surprises already at the start. After the price corrections, many companies have opportunities for a sustainable rebound.
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Commented by Juliane Zielonka on February 2nd, 2023 | 08:00 CET
Copper on the rise: Kodiak Copper, BASF and JinkoSolar benefit
Global copper demand is estimated to double by 2035, requiring new mines, mine expansions and technological improvements at existing mines to boost production. One beneficiary of this boom is Kodiak Copper. Assay results from the recently completed drilling in late 2022 have increased the known mineralized envelope at both the Gate & Prime Zone discoveries at its British Columbia project. At the 6th International Investment Forum on February 15, CEO Claudia Tornquist will share more about this with interested investors. BASF is also taking steps to bridge the looming copper shortages due to high demand. A new cooperation is expected to accelerate copper mining. JinkoSolar, on the other hand, as a user of the highly sought-after metal, has struck another new deal. Hedge fund managers are excited.
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