Mining
Commented by André Will-Laudien on November 13th, 2024 | 07:30 CET
Gold correction - Now is the time to take advantage of the lows! Takeover rumors at Evotec, Desert Gold, Bayer and SMCI
The re-election of Donald Trump as US President had varying effects on the capital markets. The US dollar gained against all currencies, while the hot topic Bitcoin reached new all-time highs of over USD 90,000. The enormous influx of funds into the US stock markets initially slowed down other exchanges. At the same time, the previously sought-after precious metals corrected sharply, putting pressure on mining stocks again. The first shockwaves have now been absorbed, and attention is turning to the real political issues that the White House will now push forward. Defense, industry, and security are in the spotlight, while biotech and green tech remain sidelined. There are some interesting special movements that we will examine here.
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Commented by Fabian Lorenz on November 13th, 2024 | 07:00 CET
Over 100% PRICE GAIN? Nel ASA, SAP, and Myriad Uranium share in analyst review
The new Trump administration is likely to give nuclear energy - and consequently uranium - a further boost. At the same time, Internet giants such as Google and Amazon have already chosen nuclear energy as the solution to their energy needs. Myriad Uranium has a project in the US, and analysts see a 175% upside potential. Experts are also convinced by SAP. They see the software company as the top pick in Europe. However, the stock has already seen significant gains. Nel, on the other hand, has completely different problems. The hydrogen market, despite political support, is simply not gaining momentum. Analysts even consider a new multi-year low possible and recommend selling. Is an acquisition the only answer?
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Commented by André Will-Laudien on November 12th, 2024 | 07:30 CET
Trump is back! Buy commodities; hydrogen is on the sidelines! Siemens Energy, Globex Mining, Nel and Plug Power
With Trump's election victory and the resignation of the coalition government, the European Union's "NetZero" strategy by 2050 could be undermined. New governments now recognize that persistently high energy prices lead to significant job losses in industry. Large corporations are turning their backs on Germany in particular, where energy costs are sometimes ten times higher than in other countries around the world. America is once again taking a unique path. According to Trump, energy prices should be halved, signaling clear support for expanding fossil fuels and a strong stance against costly hydrogen solutions. However, the strengthened industrial policy should also drive up the consumption of raw materials, positioning Globex Mining in a good position and sidelining Nel ASA and Plug Power. What should investors look out for now?
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Commented by Armin Schulz on November 12th, 2024 | 07:15 CET
Commerzbank, Thunder Gold, Plug Power – What happens after the US election?
After Donald Trump's commanding victory in the US election, the financial world faces a new era of economic transformation. In the midst of this changing political landscape, the markets are clearly identifying winners and losers. If the first term is anything to go by, banks will experience a boom due to deregulation measures and tax incentives, while the renewable energy sector will face new challenges. The rally in the price of gold has been slowed for the time being by a stronger dollar. On the other hand, interest rates continue to fall, making gold investments more attractive again. The return of Trump's economic policy agenda promises not only opportunities but also risks for sustainable investments. We look at one candidate from each area.
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Commented by Stefan Feulner on November 11th, 2024 | 07:30 CET
Bloom Energy, Almonty Industries, Barrick Gold – Strengthened for the year-end rally
Rarely has a trading week been more eventful than the past one. In addition to the landslide victory of the Republican presidential candidate Donald Trump, the traffic light coalition government is finally at a red light. The result was highly volatile and choppy trading. The high volatility is likely to continue until the end of the year, but the direction so far continues to point north.
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Commented by Juliane Zielonka on November 8th, 2024 | 07:00 CET
Myriad Uranium, Plug Power, RWE: New US policy creates winners and losers in the energy sector
Donald Trump's victory in the US presidential elections could lead to significant shifts in the global energy markets. While some market participants will have to reposition themselves, promising prospects are opening up for others. The Canadian explorer Myriad Uranium will benefit from the strategic realignment of US energy policy. The decision to ban the import of Russian uranium and the successful drilling results at the Copper Mountain project in Wyoming are excellent opportunities. Hydrogen specialist Plug Power, on the other hand, is experiencing a price decline of over 22% on NASDAQ – a possible indicator of the expected changes in funding policy. Global energy supplier RWE is attracting increased attention due to speculation surrounding the entry of the activist investor Elliott...
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Commented by André Will-Laudien on November 7th, 2024 | 07:45 CET
Trump triumphs! What happens now with gold, e-mobility and green tech? BYD, VW, Thunder Gold, Nel, and Plug Power in focus
The US election is over. Donald Trump is moving back into the White House. Along with a tougher stance on China, conservative voters in the US are hoping for a greater focus on their own country. America needs a complete renewal of its infrastructure and will push ahead with armaments, so commodities of all kinds will come into focus. For Europe, the degree of responsibility for its own affairs will increase significantly, and the development of stable supply chains is imperative. Trump supports Bitcoin, so gold may have to give up some of its recent gains. What are the yield or loss drivers for investors now? After the election, investors should separate the wheat from the chaff to ensure their portfolios are properly positioned.
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Commented by Armin Schulz on November 7th, 2024 | 07:30 CET
BASF, F3 Uranium, Super Micro Computer – Affordable energy is the key to corporate success
The huge appetite for energy at BASF, particularly for chemical production, must be met, as must the rapidly increasing demand for electricity from data centers using artificial intelligence. Renewable energies cannot yet fully meet this demand, as demand in the field of AI is likely to increase significantly in the coming years. Nuclear energy is an attractive option here, as it provides stable, large quantities of CO2-free energy and could thus efficiently serve both BASF and the increasing demands of AI data centers.
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Commented by Armin Schulz on November 6th, 2024 | 07:25 CET
K+S, Almonty Industries, Barrick Gold – Commodities: The secret ingredient for your investment success
In times of economic uncertainty, investing in commodities is becoming increasingly attractive for investors. Not only do commodities offer protection against inflation, but they are also essential building blocks for technological innovation and industrial growth. This market offers natural diversification for any portfolio, from precious metals to energy sources and agricultural products. Historically, commodities have shown that they provide stable returns and long-term value appreciation potential, especially in times of crisis. For investors with foresight, the commodities sector could be a worthwhile addition to their investment strategies.
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Commented by Armin Schulz on November 4th, 2024 | 07:15 CET
Commerzbank, Desert Gold, Covestro – Potential check for takeover candidates
In a dynamic economy where opportunities and risks are closely intertwined, stocks affected by takeover offers or corresponding rumors offer a unique potential for investors. These situations not only present the chance for sharp price increases but also provide fascinating insights into the strategic considerations of companies and markets. When major players seek to gain new perspectives or create synergies, investors have ample opportunities to benefit from a potential uptrend. In this article, we highlight three companies that are either on the verge of an offer, have the potential to be a takeover target, or are already the subject of a takeover bid.
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