Mining
Commented by Armin Schulz on March 4th, 2025 | 07:00 CET
BYD, Nova Pacific Metals, Nordex – From raw materials to electric vehicles or wind turbines: The strategies behind the boom
In a world caught between climate targets and geopolitical tensions, three companies in seemingly different industries are driving the green transformation with disruptive technology and strategic foresight. In recent months, the EU has announced two infrastructure packages worth billions for renewable energies and critical raw materials. Whether e-mobility, mineral raw materials or wind power – they all share one goal: to redefine their sectors. However, the starting point is always the raw materials needed for the electrification of the world.
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Commented by Stefan Feulner on March 3rd, 2025 | 07:20 CET
Bloom Energy, Benton Resources, Alibaba – Exceptional performance
The scandal in the Oval Office between Ukrainian President Zelenskyy and US President Trump was a defining topic in recent days. The outcome remains uncertain from both a political and economic perspective. Will the missed peace talks now lead to a further downward spiral, or will negotiations be resumed, which could lead to an early end to the terrible war in Ukraine and a rally in the markets? Unaffected by global politics, several companies demonstrated strong momentum and could continue their upward trajectory.
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Commented by Fabian Lorenz on March 3rd, 2025 | 07:00 CET
50% upside potential or end of the rally? Nordex, Barrick Gold, and Golden Cariboo Resources
Analysts see 50% upside potential at Nordex. The wind turbine manufacturer is entering the new year with a strong base. The outlook for 2025 is convincing, and there could even be a surprise in terms of EBITDA. Perhaps there will even be a dividend soon? However, there are risks in the important US business. Gold is among the winners of the Trump era. As the scandal in the White House on Friday showed, the geopolitical situation remains unstable. Although the gold price has not managed to break through the USD 3,000 mark, the upward trend remains intact. The stock of Golden Cariboo Resources is still cheap. The security of the largely undiscovered gold pearl has just overcome a resistance, and promising drilling results have been obtained. Experts advise buying. And what is Barrick Gold doing? The struggling industry giant recently made positive headlines, but the stock is weakening.
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Commented by André Will-Laudien on February 27th, 2025 | 15:25 CET
NASDAQ rally continues! Now betting on AI with SMCI, Palantir, Nova Pacific Metals, and Microsoft
After a brief consolidation, the rally is continuing, but volatility is increasing. Alongside armaments, the topic of artificial intelligence (AI) remains a key driver of investor imagination. AI has rapidly advanced in recent years and is now an integral part of many areas of daily life. From personalized recommendations on streaming platforms to voice assistants and autonomous vehicles, AI technologies are already shaping numerous industries and parts of societal life. Particularly in the areas of healthcare, finance, manufacturing, and mobility, AI is opening up innovative solutions that increase efficiency and create new opportunities. Some companies are calling the shots. We offer a selective insight.
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Commented by Juliane Zielonka on February 27th, 2025 | 07:20 CET
Copper as the key: Siemens Energy, Benton Resources, and Hensoldt are shaping the energy transition and security
Copper is a key factor in shaping the energy transition and security. The green transformation, in particular, is increasing demand. Siemens Energy is driving sustainable electrification and uses recycled material for circuit breakers in its energy transition products - a small step with a big impact. The Company is strengthening its market position in the circular economy and securing a billion-dollar order volume. The Canadian mineral exploration company Benton Resources is profiting from the raw materials boom and expanding its copper deposits in the Great Burnt project in Canada. Experts predict an imminent copper shortage due to the energy transition. Benton Resources can now position itself as a future supplier for this industry. Hensoldt, a specialist in sensor technologies in defense and aerospace, is deepening its drone expertise by cooperating with QinetiQ, thus ensuring geopolitical stability. Read on to find out how these companies combine sustainability, raw materials, and defense.
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Commented by Fabian Lorenz on February 27th, 2025 | 07:10 CET
Elon Musk, Donald Trump, and the GOLD MARKET! Barrick Gold and First Nordic Metals are rising! Even Novo Nordisk shares are in a gold rush!
No gold in Fort Knox? This crazy theory is currently being fueled by Donald Trump and Elon Musk. To uncover the secrets of the US gold reserve location, the two best friends plan to visit the site in person soon. Meanwhile, price targets of USD 3,500 for the precious metal are doing the rounds. Even Barrick Gold's stock is rising! Can the giant really solve a big problem? First Nordic Metals appears to be a more promising gold investment. The Company is focused on the European gold mining region of the future. The stock is only just being discovered by the capital market, and it is showing a lot of momentum. Novo Nordisk is also part of the "gold rush". The Norwegians are making billions with their weight loss injection. Problems at a competitor are causing a price jump.
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Commented by Juliane Zielonka on February 26th, 2025 | 07:20 CET
Desert Gold, Barrick, D-Wave: Mining meets future technology – A new chapter in resource extraction
The current developments around the US gold reserves in Fort Knox, which, at 147.3 million troy ounces, represent a market value of around USD 434 billion, are attracting international attention. In particular, President Trump's announcement that he will personally inspect the holdings highlights the political dimension of the precious metal. The BRICS countries are seeking a gold-backed currency to reduce their dependence on the US dollar. This could significantly increase demand for gold from African countries. Desert Gold Ventures presents promising new drilling data from its West African gold project with impressive gold grades at Mogoyafara South. Top dog Barrick Gold settles its conflict with the Malian government and, despite challenges, posts record profits of USD 2.14 billion in 2024. D-Wave Quantum is targeting agriculture and developing autonomous field robots that could revolutionize agricultural processes. Exciting times for investors.
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Commented by Armin Schulz on February 25th, 2025 | 08:00 CET
Volkswagen, First Phosphate, Mercedes Benz – What is next for the German automotive industry after the BYD advance?
The global mobility industry is at a turning point: While the Chinese automotive giant BYD caused a stir this week with an AI-powered driving assistant, established players and niche players alike are fighting for their future viability. Whether in the race for clean drive technologies, strategic raw material partnerships, the integration of artificial intelligence, or higher margins – the challenges are diverse. In Germany, in particular, there is a sense of crisis. Therefore, we take a look at two major German automotive companies, as well as an important supplier of a critical raw material for e-mobility.
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Commented by Armin Schulz on February 25th, 2025 | 07:30 CET
Renk in the defense boom - Power Metallic Mines and BYD are also high flyers and uniquely positioned
In a world rapidly moving towards decarbonization, companies that have long operated in the shadow of well-known tech giants are suddenly in the spotlight. The EU's agreement on the Critical Raw Materials Act last year highlights how vital access to key resources and innovative manufacturing solutions has become. The stocks of the three companies presented here have one thing in common: they have risen significantly in recent weeks. Renk through high-precision technology for the defense and automotive industries, Power Metallic Mines through essential metals, and BYD through disruptive mobility concepts.
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Commented by André Will-Laudien on February 25th, 2025 | 07:15 CET
CDU wins, and the stock market celebrates! Caution with Nel ASA, First Nordic Metals, Xiaomi, and Agnico Eagle
In addition to the stock indices constantly reaching new highs, gold has also reached new record levels above USD 2,950. After the tech indices climbed to new highs during February, there is now a slight correction. No one is talking about a trend reversal yet, as buybacks are still too present. Top performers like Palantir and Nvidia may have to take a hit in the short term, while low-valued securities and defense stocks are currently in demand again. Rheinmetall remains the top share in the DAX 40 index, with a plus of over 800% since February 2022. This year, the value is once again excelling with an increase of more than 50%. We highlight some opportunities.
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