Mining
Commented by Stefan Feulner on September 19th, 2023 | 09:00 CEST
ExxonMobil, First Phosphate, Shell - The fight against black gold
In order to combat climate change, politicians and industry are focusing on moving away from coal, oil and gas as quickly as possible. Burning fossil fuels, whether for electricity or in car engines, releases enormous amounts of greenhouse gas and is the primary driver of global warming. But the reality is different. Oil prices continue to rise, and multinationals are reaping record profits. Now, however, a lawsuit from the US could reverse the trend.
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Commented by Nico Popp on September 19th, 2023 | 08:25 CEST
Interest rates at a high - What to consider now: Deutsche Bank, Vonovia, Viva Gold
The European Central Bank (ECB) recently raised interest rates by 25 basis points. For many market observers, this could mean that the benchmark interest rate within the Eurozone has reached its peak. In the US, the signs also point to a pause in interest rates. Here, we explain what this means for various asset classes and how investors should navigate the high-interest rate environment. Additionally, we will explore an interest-free alternative that has its merits for various reasons.
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Commented by Armin Schulz on September 18th, 2023 | 07:40 CEST
Deutsche Bank, Globex Mining, Vonovia - What are the consequences of the ECB's latest interest rate hike?
After a long period of zero interest rate policy, the ECB is stepping up the fight against inflation and last week raised interest rates for the 10th time in a row. The effects are very different. For banks, on the one hand, profit may increase via higher interest rates, but it may also decrease if fewer loans can be made. For commodities, the rise in interest rates in Europe could lead to a stronger US dollar. However, this is rather unlikely, as interest rates in the US are still higher. For the real estate sector, rising interest rates are poison. Loans are becoming more expensive, and thus, demand for real estate is falling. Today, we look at one company from each sector.
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Commented by Fabian Lorenz on September 14th, 2023 | 08:25 CEST
EU investigates BYD! Share staggers. BASF and First Phosphate bet on the battery market
Alarm bells at BYD. The European Commission is investigating the extent to which Chinese e-car manufacturers have received unauthorized subsidies for electric vehicles and can now flood the world market with cheap vehicles. This is weighing on BYD shares, which should actually benefit from the ongoing IAA. In contrast, First Phosphate reports another success. Following the preliminary economic evaluation, tests have now shown that phosphate rock from the Canadians is of high quality and suitable for producing lithium iron phosphate batteries. German chemical giant BASF is also expanding its activities in the battery sector. After setting up a plant in Germany, it is now moving to the United States. But analysts are currently skeptical about the stock.
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Commented by Juliane Zielonka on September 14th, 2023 | 08:05 CEST
Almonty Industries, Covestro, Bayer AG - Which stocks are taking off?
Energy, pharmaceuticals and defence are the performance candidates of the hour. To support further economic growth, countries like South Korea and France are turning to nuclear power, which requires the metal tungsten. Almonty Industries, which has specialized in the mining and processing of this rare metal since 2009, is particularly eye-catching here. The current takeover talks of the DAX-listed group Covestro show how valuable know-how can be. The Abu Dhabi-based oil company Adnoc is very interested in Covestro's specialist knowledge of plastics for e-mobility, building insulation and adhesives. Bayer AG also demonstrates significant expertise. Researchers at its US subsidiary BlueRock Therapeutics have achieved a breakthrough in treating Parkinson's disease. Find out which shares are now taking off here.
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Commented by Stefan Feulner on September 13th, 2023 | 09:55 CEST
Cannabis stocks on a high - Aurora Cannabis, Viva Gold, Canopy Growth
The exorbitant price jumps in the cannabis sector are reminiscent of the golden bull market days between 2015 and 2018. Back then, companies like Canopy Growth saw staggering increases of 5800%, and Aurora Cannabis soared over 6000%. After a years-long dry spell, various companies recently sent strong signs of life with a doubling of the share price within a few days. Additionally, the upward momentum promises to be sustainable as Aurora & Co. slowly move towards profitability.
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Commented by Armin Schulz on September 13th, 2023 | 09:20 CEST
Mercedes-Benz, Manuka Resources, Nordex - How vanadium is advancing the energy transition
Vanadium, a chemical element, plays a vital role in numerous industries, with particularly high demand in the wind energy and electric vehicle sectors. Its exceptional properties make it an ideal choice for these industries. As a metal alloy, vanadium significantly increases the strength and durability of steel, making it the perfect material for manufacturing wind turbines and electric vehicles. In addition, vanadium is used in batteries to provide higher energy density and longer life. Vanadium is, therefore, increasingly recognized as a crucial raw material for shaping the future of energy and mobility supply.
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Commented by Fabian Lorenz on September 13th, 2023 | 09:05 CEST
Nel share on the verge of recovery? Tui and GoviEx Uranium with a turnaround
Whether in NOK or EUR, the Nel share chart is severely battered. Does this also apply to the Norwegian company itself? Currently, the answer is somewhat mixed. Nel once again proves that the strategic prospects for hydrogen are huge, but the Norwegian's losses are high, and shareholders must expect dilution. In contrast, GoviEx Uranium is looking good at the moment. The Canadians are the only uranium developer with two African projects ready for development and near-term production. Chart-wise, the stock is turning around, and the market capitalization does not seem too high. Tui is doing well operationally, and the summer season should make the tourism group's cash register ring. Analysts remain divided, however.
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Commented by André Will-Laudien on September 13th, 2023 | 08:45 CEST
IAA Mobility - There is more to come! Pressure on Volkswagen, BYD and Power Nickel increases
The IAA Mobility closed its doors over the weekend. It was supposed to exude glitz and glamour, but the spark in the field of e-mobility doesn't seem to be flying, and sales figures are declining in Germany. There were only a few real innovations in Munich, but at least progress is being made with e-bikes. More than half of the 750 exhibitors came from abroad, a fact that the German automotive industry is feeling more and more. The Chinese manufacturer BYD presented five models, which will soon be launched in Germany. They are in direct competition with Volkswagen's ID range. Where do the opportunities lie for investors?
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Commented by Nico Popp on September 12th, 2023 | 08:25 CEST
Wirecard 2.0 for AI industry? Deutsche Bank, Commerzbank, Desert Gold
It is currently little more than a sequence of events and backgrounds. Nevertheless, the video, published at the end of last week, has great explosive power. Is there a rigged game going on around one of the largest companies in the world? Are greedy hedge fund managers lining their pockets with dubious schemes? And above all, are these events sending us into a disaster compared to which the collapse of Wirecard is a non-event? We assess the situation, provide insights and point out alternatives.
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