Mining
Commented by Stefan Feulner on March 31st, 2025 | 07:10 CEST
Agnico Eagle, Desert Gold, and Harmony Gold – 3 Favorites for the gold boom
While the stock markets entered a correction after the recent upward movement, with the Dow Jones losing over 2% at the end of the trading week to 41,475 points, the gold price continues to soar from high to high. The Trump tariffs and the uncertain geopolitical situation continues to give precious metals wings. After gold stocks were unable to benefit in the first wave, they are now catching up and could continue to outperform the underlying asset.
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Commented by Armin Schulz on March 31st, 2025 | 07:00 CEST
BYD in the fast lane! The gold rally is boosting Benton Resources and Barrick Gold
Inflation is driving the markets, and debt mountains are growing – yet amidst the chaos, two commodities are shining: gold as a safe haven and copper, the secret driver of the energy transition. With the best conductivity after silver, copper is indispensable for e-vehicles, power grids, electricity storage, and renewable energies. While gold is chasing new records, the future of electrification is being decided on the copper front. Three companies are currently in the spotlight. BYD, a pioneer in electromobility; Benton Resources, a promising copper and gold explorer; and Barrick Gold, one of the largest gold producers, a beneficiary of the precious metal rally. Where does the greatest potential lie?
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Commented by Juliane Zielonka on March 28th, 2025 | 07:00 CET
Tariffs and Markets – Where investors should strike now with Power Metallic Mines, Steyr, and Vonovia
The new US tariffs on cars and goods have become a reality this week, and the markets are reacting with uncertainty: Companies like Power Metallic Mines, Steyr Motors, and Vonovia are in focus – their share prices are responding differently. This moment offers opportunities for investors. The Canadian junior explorer Power Metallic Mines offers long-term investors an exciting field of copper, gold, and valuable battery metals. Steyr Motors shines as a stable growth stock with a EUR 200 million order backlog in the defense sector, despite a price scandal. Vonovia attracts those seeking stability with a 4.2% dividend yield. However, the real estate crisis continues to erode the Company's fundamentals. Market sentiment is tense. The tariffs are testing the resilience of these companies – how they react could set the tone for the coming weeks.
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Commented by André Will-Laudien on March 27th, 2025 | 07:20 CET
Big Short on defense? Long in gold! Caution with Renk, Deutz, and Airbus - Revaluation for Desert Gold imminent
After a record quarter on the stock markets, caution is now called for. Inflation remains stubbornly high, and the growing national debt is fueling the rising prices. This will worsen the situation for growth stocks, particularly, as hopes of interest rate cuts look bleak in the short term. Defense stocks have soared on the back of the government's trillion-dollar check, with heavenly balance sheet figures expected for them in the future. In the short term, however, they have already priced in the year 2030 in their share prices, which will result in a slowdown in the current 2025. In this environment, gold can no longer be held back because when currencies offer less and less purchasing power, precious metals are in demand. We take a critical view of Renk, Steyr, and Airbus. For Desert Gold, the boosters should ignite soon!
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Commented by André Will-Laudien on March 26th, 2025 | 11:05 CET
Steyr, Hensoldt, Mutares, and thyssenkrupp sell, First Phosphate remains a gamechanger
The special fund of up to EUR 1 trillion has been approved. What seemed impossible before the election is now law. Federal President Steinmeier signed the amendment to the constitution at the weekend, thereby sealing the largest economic stimulus package in German economic history. Instead of celebrating, the DAX only rose briefly to 23,136 points, then the sell-off occurred according to the motto "Buy the Rumor, Sell the Fact". The hyped defense stocks could now suffer the same fate. A lot of imagination has been priced in here, but capacity expansion is proceeding slowly. Therefore, not all expectations will immediately translate into positive cash flows. A thorough analysis is needed!
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Commented by Fabian Lorenz on March 26th, 2025 | 07:00 CET
ARMAMENTS and GOLD! Target prices are rising! Barrick Gold, Deutz, and Globex Mining!
The "Rambo Zambo" billions of Friedrich Merz continue to drive the Deutz share higher. After the solid annual figures, profit-taking seemed likely to set in for the engine manufacturer's shares, but this was misinterpreted! Yesterday, analysts again raised the target price significantly! The Globex Mining share is also performing strongly. The mining incubator is benefiting not only from the rising gold price, which remains solidly above the USD 3,000 mark. Will it crack the USD 3,500 mark soon? A deal has now been brokered with IAMGOLD. And what is Barrick Gold doing? After the recovery rally, it seems momentum has slowed. Now, a project is also being abandoned.
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Commented by Armin Schulz on March 24th, 2025 | 07:10 CET
Barrick Gold, Golden Cariboo Resources, Deutz – Seeking a safe haven? Gold shines, Weapons boom!
In turbulent times, investors flee to safe havens – but in addition to gold, defense stocks are now taking center stage. The price of gold is climbing to record levels in the face of geopolitical crises, trade conflicts, and a weakening US dollar, supported by demand from emerging markets such as China and India. At the same time, defense companies are booming: military spending is rising globally, NATO commitments are fueling the market, and complex supply chains are exacerbating scarcity. Companies like Rheinmetall are shining with record share prices and competing with gold as a crisis investment. A new era of hedging is dawning, in which both precious metals and weapons technology are becoming symbols of risk-averse capital.
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Commented by Stefan Feulner on March 24th, 2025 | 07:00 CET
Nel ASA, Almonty Industries, Tencent – Merz and Trump as trend accelerators
The past stock market week was quite a rollercoaster. In addition to the approval of the billion-euro package by the Bundesrat and Bundestag, which helped the DAX to reach new highs at times, the activities of the old and new US President Donald Trump also caused high volatility on the global stock markets. In particular, defense stocks such as Rheinmetall, Steyr, and Deutz, as well as companies that produce the raw materials needed for rearmament, benefited and could continue their rally.
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Commented by Juliane Zielonka on March 21st, 2025 | 07:00 CET
BYD, Volkswagen, First Phosphate: Who will shape the future of batteries?
China's electric giant BYD is outpacing Volkswagen. With 322,846 vehicles sold in February 2025, the Chinese automaker is putting the competition under pressure. In addition, Volkswagen continues to lose ground in China, facing a meager profit margin of just 5.9%. The race for e-mobility supremacy is bringing more players into the game: First Phosphate, a Canadian explorer, reports progress in the extraction of high-purity phosphate for lithium iron phosphate batteries. BYD is successfully using these raw materials in its innovative Blade Battery. Volkswagen also aims to score points with electric vehicles and strike back with the ID. EVERY1 model for around EUR 20,000 from 2027. However, access to raw materials remains the ultimate challenge. First Phosphate could become the bottleneck: With the coveted raw material phosphate, the Company could generate USD 700 million in cash flow in three years according to the PEA and thus become a key partner in the battery supply chain. Will this make a Canadian raw materials supplier the secret winner? Investors should follow developments closely.
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Commented by Juliane Zielonka on March 21st, 2025 | 06:45 CET
Sustainability as an opportunity for returns: How Nordex, Globex Mining, and SFC Energy are shaping the energy transition
The energy transition is no longer just an ecological promise – it has become a return factor for savvy investors. Three companies are at the forefront of this development. The Nordex Group is driving the expansion of wind energy: With a new 94 MW order for Canada and wind turbines that can survive freezing winters thanks to an anti-icing system, the Hamburg-based company is demonstrating its position as a global player with over 57 GW of installed capacity. Globex Mining Enterprises of Québec acts as a kind of mineral bank for the energy future: Over 200 properties provide raw materials for batteries and technologies. With a recent buyback of gold royalties, CEO Jack Stoch is increasing the value of his company, much to the delight of shareholders. SFC Energy of Bavaria relies on innovation with fuel cells: The EFOY technology – "Energy for You" – supplies remote regions such as northern Canada with quiet, clean energy. A CAD 5 million order further underscores the success of the growing company. Sustainability and profit merge into a concept that inspires investors. Eco-friendly investing and generating returns – are these three stocks the key to the energy future?
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