Mining
Commented by André Will-Laudien on July 24th, 2023 | 08:20 CEST
BYD, Varta and FREYR - who will build the perfect battery? First Phosphate with a big deal!
E-mobility is still in its infancy globally, with just 25.9 million pure electric vehicles on the road out of around 1.3 billion vehicles worldwide. The share is, therefore, just under 2%. Nevertheless, sales are growing strongly, especially in China, Europe and the US. China is the most important production country for electric cars. It is forecast that around 13 million e-cars will be produced in the Middle Kingdom in 2023, more than in Germany and the US combined. The production costs of e-cars are still significantly higher than those of combustion engines. The main price drivers are the batteries, which use rare metals in their production. China's dominance in the field of battery innovations is currently still very pronounced. Where are the opportunities for investors?
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Commented by Nico Popp on July 20th, 2023 | 08:15 CEST
Turning point in uranium: ThyssenKrupp Nucera, GoviEx Uranium, Cameco
The energy issue is a concern for industry and citizens. Consumers, in particular, are now so unsettled that they have decided to wait and see. But passivity is not a good advisor. Within industry, it has long been clear that hydrogen is the key to climate neutrality - the successful IPO of ThyssenKrupp Nucera underscores this. But there are energy alternatives: An agreement between Canada and Ukraine shines a spotlight on uranium.
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Commented by Stefan Feulner on July 20th, 2023 | 07:30 CEST
Rheinmetall, Viva Gold, Palantir - Unstoppable
Remember the stock market adage, "Sell in May and go away"? Those who would have said goodbye to the stock market this year would have missed out on a lot. Driven by AI hype, the Nasdaq technology exchange alone rose by almost 25%, while the S&P 500 climbed by around 13%. The crypto and precious metals markets also ended their winter hibernation and are on the verge of striking buy signals.
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Commented by Fabian Lorenz on July 20th, 2023 | 07:00 CEST
Plug Power and ThyssenKrupp with hydrogen momentum! Profit with Globex Mining
Hydrogen and electromobility are gaining momentum once again. First, there was the successful IPO of ThyssenKrupp Nucera, followed by record sales at Nel ASA and record profits at BYD. Plug Power and Globex Mining should also benefit from the positive sentiment. Plug Power has jumped and gained over 10% in the last few days. Analysts see further upside potential. The same is true for Globex Mining, which, as a mining incubator in North America, was allowed to profit from the next commodity boom. Analysts see 100% upside potential for ThyssenKrupp shares.
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Commented by Juliane Zielonka on July 20th, 2023 | 06:40 CEST
High-tech as an investment opportunity - how Almonty Industries, NVIDIA and FREYR Battery are profiting from the boom
With KT's Mine Safety DX technology, tungsten producer Almonty Industries is conducting pioneering work in the Sangdong mine in South Korea. The solution enhances worker safety and promotes efficient mining practices, a sign of strong ESG commitment. Due to its high density, comparable to gold, tungsten is used in aerospace, automotive, sports and telecommunications applications. NVIDIA is also going high-tech, building the world's first supercomputer to give companies quick and easy access to AI. Norwegian company FREYR Battery, on the other hand, can look forward to EUR 100 million in EU funding as a non-member. Why? Find out here.
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Commented by Nico Popp on July 19th, 2023 | 08:55 CEST
Battery technology - but sustainable! Volkswagen, First Phosphate, SMA Solar
Germany's former flagship industry is suffering: Shifts are being cut at the Volkswagen plant in Zwickau. The reason: customers remain reluctant to buy new cars. They are not yet convinced by many e-cars. Added to this is the price shock. Using three companies as examples, we explore how it could go on for car manufacturers like Volkswagen and how investors can still bet on e-mobility.
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Commented by Fabian Lorenz on July 19th, 2023 | 08:25 CEST
Nel share is unstoppable, but money is being made at BYD and Saturn Oil + Gas
Yesterday's quarterly figures from Nel were well received by the stock market. As a result, the share price reacted with a jump of over 8%. The hydrogen pureplay increased sales by 159% to NOK 475 million. The electrolyser business grew even more strongly. However, the net loss also rose significantly to NOK 342 million, but investors seemed to overlook this fact yesterday. The situation is different at BYD. The Company made a profit of billions in the first half of the year and continues to expand vigorously. The price war with Tesla does not seem to be leaving any impact. Oil producer Saturn Oil & Gas is also earning splendidly. In the first quarter, EBITDA increased by an impressive 332%. The Company aims to be debt-free by 2025. Will a substantial dividend come then?
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Commented by André Will-Laudien on July 18th, 2023 | 07:55 CEST
Hydrogen makes headlines: Plug Power, ThyssenKrupp Nucera, Desert Gold, Nikola - Huge price swings!
Gains of over 100% in a single day, such occurrences are rare on the NASDAQ. The stock in question is no stranger: Nikola Motors. Currently, it is mainly the investment commitments for hydrogen projects that are causing investor excitement. In the case of Nikola, it was certainly also a short squeeze, as over 100 million shares had been sold short in recent months. Last Friday, the stock initially surged another 50% on historical volume, but this gain dropped to just 0.3% by closing. High risks, but where are the opportunities?
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Commented by Stefan Feulner on July 18th, 2023 | 07:10 CEST
FREYR Battery, Manuka Resources, Nio - The profiteers of the battery revolution
The future of batteries promises a revolution in energy storage. Advances in technology are enabling efficient storage systems that promote sustainable renewable energy integration. Tomorrow's batteries will play a central role in transforming our energy infrastructure. Following the correction of recent months, there are promising long-term opportunities for both manufacturers and producers of the required raw materials.
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Commented by André Will-Laudien on July 17th, 2023 | 08:35 CEST
Breakout: 300% possible with hydrogen and silver! Nel and Plug Power set the pace, TUI and Defiance Silver in turnaround
The stock exchanges ignite one firework after another. While the German leading index DAX has been busy recovering all its losses from July last week, the NASDAQ has already set new records. High-tech companies are leading the way, especially those with AI fantasy. Here, rosy times are expected while the European industry continues to struggle, as demonstrated impressively by BASF's profit warning. In addition to a nice recovery rally in the hydrogen stocks, silver also made a proper move upwards. Here is an overview of the possible "breakouts".
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