Mining
Commented by Stefan Feulner on September 20th, 2022 | 10:52 CEST
Siemens Energy, Barsele Minerals, Nordex, HelloFresh - Markets under the spell of the Fed
The all-dominant topic this week is the interest rate decision of the US Federal Reserve. On Wednesday, a further tightening of interest rates is considered a certainty. However, experts even assume the largest interest rate step for over 40 years with an increase of a whole percentage point. Of course, this would weigh on the precious metals and crypto sectors in addition to the stock markets. In the medium term, however, a change in strategy by the monetary guardians could be on the horizon.
Read
Commented by Armin Schulz on September 19th, 2022 | 12:13 CEST
Barrick Gold, Desert Gold, Newmont - Eyes are on the FED
On Wednesday, September 21, the FED is expected to raise interest rates again. After the poor inflation rates in the past week, the fear of a large interest rate step of 100 basis points is going around. The indices reacted immediately and priced in the possible rate hike. So did the gold price, which has been suffering from rising interest rates and the strong dollar for weeks anyway. It does not help that gold has long been considered a hedge against inflation. The precious metal cannot currently take on this function, but that could change if the expectation of Stanley Druckenmiller, a billionaire and former hedge fund manager, is correct that the stock markets will hardly yield any returns in the next 10 years. So today, we look at three gold companies.
Read
Commented by André Will-Laudien on September 16th, 2022 | 12:52 CEST
German economy is in danger of crashing: E.ON, Globex Mining, Deutsche Bank and Commerzbank in focus
Germany's free-market decline continues vehemently. After using about 40% of imported gas for electricity in recent years, local utilities now lack real alternatives. Prices are rising dramatically, and gas, in particular, seems to know only one direction - up! The dependence on energy imports and the intended sanctioning is becoming a price driver for local utilities, electricity production and thus the entire economy. As yet, there is little evidence of the benefits of the said climate change; so far, only the cost increases are noticeable. Shareholders should be alert to which areas could soon be affected.
Read
Commented by Stefan Feulner on September 16th, 2022 | 10:42 CEST
Barrick Gold, Desert Gold, MicroStrategy - Catch a falling knife!
The recently published inflation data from the US sent not only the stock markets into the basement. Even the oil price, which has been bullish of late, went down. Precious metals, as well as cryptocurrencies, suffered the most from the inflation shock. With the US Federal Reserve meeting next week and the expectation of a significant interest rate step, new lows for the year could be marked for these two assets in particular, and a further sell-off could occur. However, it seems unlikely that further major interest rate hikes will take place in the medium term, as this would tend to favor a hard landing of the global economy. Thus, with an anti-cyclical entry, the chances of long-term price gains increase.
Read
Commented by Fabian Lorenz on September 15th, 2022 | 11:23 CEST
Nordex, Rheinmetall, Barsele Minerals: Turnaround potential!
These three stocks have turnaround potential. Admittedly, investing is not easy in the current environment with inflation, rising interest rates and war in Ukraine. But challenging times offer great opportunities. Take Rheinmetall, for example: The stock has corrected by over 30%, yet the prospects are good and analysts also see a price potential of over 70%. Nordex has many problems of its own making, but here too, the industry environment is right, thanks to global investment packages for renewable energy. At Barsele Minerals, the gold price is a burden, but in the meantime, the market capitalization is well below the asset's value, and the recent capital increase was significantly oversubscribed.
Read
Commented by Stefan Feulner on September 14th, 2022 | 13:55 CEST
Rheinmetall, Defense Metals, MP Materials - The trend persists
And once again, the recently started upward movement on the stock markets is abruptly ended by new inflation data from the US. Consumer prices rose by 8.3% last month, the core rate by 6.3%. The figures were thus once again higher than economists' estimates, making further interest rate hikes more likely. Higher interest rates are a further burden on the economy. In addition, high demand is causing prices for urgently needed raw materials to rise further.
Read
Commented by Fabian Lorenz on September 14th, 2022 | 13:05 CEST
Analysts are bullish on BYD, less bullish on Varta and news from Infinity Stone Ventures
In terms of sales figures, BYD has already overtaken industry star Tesla. But the share could not benefit from this due to the partial sales of major shareholder Berkshire Hathaway. After the price slide, it now seems to be regaining its footing. Analysts are bullish and see great opportunities for the Chinese e-car maker in foreign expansion, among other things. Experts see few opportunities at Varta at the moment, and the chart is battered. Most recently, an analyst reduced the price target to EUR 65. The newsflow currently offers little hope. Infinity Stone Ventures is an entirely different story. The specialist for critical raw materials in Canada benefits from the political environment and is expanding its lithium areas. More news can be expected in the fall.
Read
Commented by Armin Schulz on September 14th, 2022 | 11:21 CEST
TUI, Almonty Industries, Bayer - Rebound after the sell-off?
Since September 8, the DAX has gained over 700 points despite inflation, a halt in Russian gas supplies and fears of recession. Inflation was 7.9% in August. The ECB's interest rate hike seems to have reassured many investors. The question remains whether the indices will again move to new highs. The S&P has broken its downward trend channel on a daily basis. No uptrend has been formed yet, but as long as the last lows are not broken again, it will continue to go up according to the chart technique. We therefore take a look at three companies that were recently sold off strongly and see whether there could be a sustainable rebound.
Read
Commented by André Will-Laudien on September 14th, 2022 | 10:20 CEST
Up and away! Lufthansa, TUI, Viva Gold, Aston Martin - Turnaround stocks take off!
The warlike activities in Ukraine now seem to be entering a critical phase. It appears that the resistance forces have been able to wrest important sections of land from the Russian aggressor. While we should not dream of a quick end to the war, a spark of hope remains. With inflation data remaining high, investors are predominantly looking for stability. Wildly fluctuating stock and crypto prices have become daily companions, and even real estate markets are no longer immune to corrections in the face of rising interest rates and skyrocketing construction costs. Thus, the focus is on stocks that have already endured a long period of suffering.
Read
Commented by Nico Popp on September 13th, 2022 | 10:15 CEST
Back to basics: JinkoSolar, Alpha Copper, Varta
Without energy, everything is nothing. Every craft business, for example, in metal processing, depends on energy. The need in industry is much greater. But how can investors profit from the energy turnaround? Are the obvious stocks really the best choice? Or is it more promising to think very fundamentally? Here is an analysis between groundbreaking opportunities and solid basic investments.
Read