Mining
Commented by Armin Schulz on September 7th, 2022 | 10:58 CEST
Edison Lithium, Rock Tech Lithium, BYD - Shares of the entire lithium value chain
Since all car companies have entered the e-mobility market, the demand for batteries for electric vehicles has skyrocketed. An all-out battle has broken out for the components needed for this, which is reflected above all in the price of lithium. While the price was around USD 5,000 per ton at the end of 2020, it was most recently quotes around USD 73,000. Experts even consider further price increases up to USD 100,000 possible because demand is significantly higher than supply. The German Federal Institute for Geosciences and Natural Resources also comes to this conclusion. The lithium market promises to remain exciting in the coming years. Therefore, today we look at three companies along the value chain.
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Commented by Nico Popp on September 6th, 2022 | 12:54 CEST
Electricity price brake and "Lehman Moment" - Barrick Gold, MAS Gold, Standard Lithium
The German government plans to spend around EUR 65 billion on the third energy aid package. But how big the total package will end up being is unclear. Above all, the intervention in the electricity market is "incalculable," according to economist Michael Hüther. Will this result in a new "Lehman moment"? We focus on the risks of the aid package and shed light on how investors can respond.
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Commented by Stefan Feulner on September 6th, 2022 | 10:43 CEST
XPeng, Infinity Stone Ventures, Rock Tech Lithium - Enormous growth potential
Bad news for all BYD shareholders, stock market legend Warren Buffett is selling off part of his shares, causing the recently strongly performing stock to falter. Despite the short-term share price turbulence of the Chinese market leader, e-mobility is set for exponential growth in the coming years due to the achievement of climate targets. This development, in turn, is fueling global lithium demand. The raw material needed to build electric car batteries is already becoming scarce. The main beneficiaries of the shortage are likely to be producers of the metal.
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Commented by Stefan Feulner on September 5th, 2022 | 10:58 CEST
Bayer, Almonty Industries, SAP - New opportunities after the sell-off
The scent of a perfect end to the week was in the air. Positive labor market data from the US drove global stock market indices, and Germany's leading index DAX went through the psychologically important 13,000-point mark like butter. But then came the gas shock with the announcement that Gazprom does not intend to ramp up gas deliveries via Nord Stream 1 again. And just like that, all the gains made dissolved into thin air. The DAX alone will likely start the new week today deep in the red at around 12,700 points. This threatens a new test of the year's lows, which in turn could allow new anticyclical entry opportunities in selected stocks.
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Commented by Juliane Zielonka on September 2nd, 2022 | 10:12 CEST
BYD, Globex Mining, Tesla - Run on commodities!
It is a time of extremes: extreme heat, drought, and prices in the gas and electricity markets. The run on commodities has begun, and investors should look closely at where growth will occur over the next 24 months. Globex Mining is one candidate that, thanks to its business model, covers diversified commodities directly with acreage in the US and Canada. That is sure to please Elon Musk. Through Tesla Powerwalls, Tesla turns its end users into power generators that supply energy to California's vulnerable electrical grid. The state is subject to temperatures so extreme that blackouts can occur. BYD is proving just how valuable an end-to-end production chain is in this day and age.
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Commented by Carsten Mainitz on September 1st, 2022 | 15:13 CEST
ThyssenKrupp, Manuka Resources, K+S - Analysts are optimistic
High energy prices and significant increases in inflation and interest rates are causing headaches for investors. However, the stock market is punishing a number of shares too heavily. Despite the challenging environment, analysts identify several attractive entry opportunities. Stock markets always assess the future; the temporarily distorted perception of opportunities and risks opens up many investment opportunities for forward-looking investors.
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Commented by André Will-Laudien on August 31st, 2022 | 14:15 CEST
E-mobility before hydrogen! Watch out for Plug Power, Edison Lithium, Mercedes-Benz and Rock Tech
According to the traffic light coalition, subsidies for e-mobility will continue until about 2025 but will decrease by an average of about 30% annually. In the future, the top models will be subsidized even less, and the subsidy for hybrids will already expire at the end of the year. Vehicles costing over EUR 65,000 will no longer be subsidized at all. The environmental bonus tax pot comprises EUR 3.4 billion and will not be increased any further. However, it is important that hydrogen-powered vehicles also benefit from subsidies. Currently, however, there is a lack of models for the mass market. For the e-industry, there are still bottlenecks in battery technology and lithium availability. Against this background, the industry will still have a lot of work to do to get climate change in mobility on the road. Where are the opportunities?
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Commented by Armin Schulz on August 31st, 2022 | 12:59 CEST
TUI, Viva Gold, Steinhoff - Bombed-out shares with doubling potential
August 26 was another black Friday on the stock markets. All indices suffered heavy losses. The reason was the speech by US Federal Reserve Chairman Jerome Powell, in which he declared the FED's intention to let interest rates rise further to fight inflation. That, in turn, puts the ECB under pressure because the strength of the US dollar ensures rising export figures, but at the same time, everything within the EU is more expensive that has to be paid in USD. For example, the gold price also came under immediate pressure on Friday. It is a good time to look at second-tier stocks, which have been under a lot of pressure lately and are therefore cheap. We look at the strengths and weaknesses of three interesting stocks.
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Commented by Fabian Lorenz on August 31st, 2022 | 11:46 CEST
Poison pill slows down Nel share - will BioNTech and Almonty Industries soon take off?
The Nel ASA share is currently not for the faint-hearted. The stock is caught between hydrogen euphoria and a downward chart trend. Yet the news from the Company and the industry - such as the deal between Plug Power and Amazon - has been positive overall recently. But there is a poison pill. In contrast, the coming week could be exciting for BioNTech shareholders. In Germany, deliveries of the Corona vaccine, which has been adapted to virus variants, is scheduled to start. This could also give the shares of the German biotech flagship a new lease of life. The Almonty share could also soon break the knot. The discussion about reducing dependence on China for raw materials is picking up speed. Consistent with this, Almonty reports progress in the development of the tungsten mine in South Korea.
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Commented by Stefan Feulner on August 31st, 2022 | 10:36 CEST
JinkoSolar, Alpha Copper, Rheinmetall - Green revolution pushes the market
Over USD 10,800 was paid for a ton of copper last year. Rising demand due to climate neutrality lifted the red metal to new highs. However, the metal, which is known as an economic indicator, is currently undergoing a correction due to rising fears of recession. It has lost around a quarter of its value since the beginning of the year. In the long term, however, demand is enormous due to the achievement of climate targets. Experts forecast that more copper will be mined in the next 25 years than in the entire history of humanity. Thus, copper companies at corrected levels offer attractive long-term investment opportunities.
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