Mining
Commented by Stefan Feulner on November 4th, 2024 | 07:00 CET
Exxon, F3 Uranium and JinkoSolar with tailwinds
The past trading week was marked by high volatility as the tech giants released their third-quarter results. Given the still unresolved election in the United States, it is unlikely that the volatility will subside soon. Investors should, therefore, prepare themselves for another rollercoaster ride on the markets until a final election result is confirmed.
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Commented by Fabian Lorenz on November 1st, 2024 | 07:00 CET
Takeover fever and buy recommendation! Evotec, Nel ASA, Barrick Gold, Desert Gold
A hot takeover candidate in the gold sector is Desert Gold. Gold production in West Africa is expected to start in 2025. It is quite possible that one of the major gold companies will make a move by then. After the disappointing quarterly figures from Barrick Gold and Newmont calls for takeovers are growing louder. Analysts see significant upside potential. In the biotech sector, Evotec is repeatedly being discussed as a takeover candidate. The core business is considered extremely attractive, and the new CEO is expected to eliminate all the legacy issues this year. Next week will be exciting! And then there is Nel. Operationally, things are not going well for the former hydrogen star. Can the collaboration with a potential buyer turn things around?
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Commented by André Will-Laudien on October 31st, 2024 | 07:45 CET
New gold record at almost USD 2,800 and takeover circus! 1000% chance with Desert Gold
Why are precious metal prices rising so sharply?
For three weeks now, prices for gold and silver have been soaring. Yesterday, the price of gold reached a new record high of USD 2,795. The price is being driven by speculation about falling interest rates and the uncertain outcome of the US presidential election. Among the key price drivers is the speculation on lower interest rates, especially after major central banks like the Fed and the ECB have officially initiated a shift in their monetary policy by lowering their key interest rates. Since gold does not yield any market interest, speculation about further falling financing rates and crumbling government bond coupons automatically leads to higher demand for gold. Then there are the ongoing geopolitical conflicts around the world, which are moving into a new dimension with the attacks and retaliatory strikes between Israel and Iran. The impending election also plays a significant role, with market participants preparing for a potential presidency under Donald Trump, as polls indicate his victory is becoming more likely. Here, too, gold is benefiting from the prospect of an election victory by the former president, as he is likely to massively expand the country's debt due to the announced investments in industry and security, but at the same time, force the Fed to cut interest rates further to make this course of action financially viable. However, since a Trump presidency remains uncertain, the precious metal should have further upside potential in the short term while also experiencing significant fluctuations.
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Commented by André Will-Laudien on October 31st, 2024 | 07:15 CET
Uranium Energy Rally 3.0! Another 100% with acquisitions at Nel, F3 Uranium, Plug Power, JinkoSolar and ARI Motors
Energy policy has become quite complex. The EU sanctions fossil fuels and gold from Russia but leaves out uranium. Why? There is one nuclear energy fan that vehemently opposes it behind the scenes in Brussels: France! Other countries like Poland, the Czech Republic, and Finland have also emerged as followers. Sweden and Romania each have two additional reactors in the planning stage, which the authorities have already approved. So, it is a two-tier society within the EU, which leaves Economic Minister Robert Habeck looking particularly foolish, especially as he secured costly LNG gas from Qatar on a 10-year contract to shut down domestic reactors. More mismanagement is hardly possible. The fact remains: with the renewed demand for uranium, supply will likely struggle to keep up in the coming years. F3 Uranium holds extensive concessions in the largest uranium mining district in the world: the Athabasca Basin. The industry is preparing for the impending supply bottleneck with acquisitions and purchases. Investors have the potential to double their returns now!
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Commented by Fabian Lorenz on October 30th, 2024 | 07:30 CET
Share about to jump? Rheinmetall, JinkoSolar, Almonty Industries
The German government has allocated EUR 1 billion for a new raw materials fund. This will enable the KfW to participate in mining projects in Germany and abroad and secure Germany's supply of critical raw materials. To reduce dependence on China and Russia for tungsten, the state bank provided millions to Almonty Industries a few years ago. The mine in South Korea is nearing completion, prompting a revaluation of the stock. Rheinmetall's recent revaluation showcases the potential for significant stock price increases. Could Almonty be next? Meanwhile, JinkoSolar's stock took a notable hit yesterday, continuing its volatility. What lies ahead?
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Commented by Armin Schulz on October 30th, 2024 | 07:15 CET
Nel ASA, Myriad Uranium, RWE – The world needs CO2-free energy
The global need for CO2-free energy is more urgent than ever to combat climate change. With its low greenhouse gas emissions and high efficiency, nuclear power offers a stable energy source despite existing safety concerns. Alongside nuclear power, renewable energies such as wind and solar energy are gaining importance as they provide unlimited and environmentally friendly alternatives. Green hydrogen, produced by renewable energy sources, promises to revolutionize industries as a clean fuel source. The combined use of these technologies is crucial to reduce fossil fuel dependency and create a sustainable energy future.
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Commented by Mario Hose on October 29th, 2024 | 07:00 CET
Barrick Gold, Desert Gold Ventures, Newmont: The Opportunity for Gold in a Commodity-Scarce World
Imagine being part of a gold company before it catches the attention of the market's major players – an opportunity that investors like Ross Beaty have already recognized. At a time when the world's largest gold producers, such as Barrick Gold and Newmont, are struggling with stagnating production volumes and rising costs, companies like Desert Gold Ventures (WKN: A14X09 | ISIN: CA25039N4084 | Ticker Symbol: QXR2) are gaining immense importance. Strategically located next to industry giants such as Allied Gold, B2Gold, and Barrick Gold, with a license for gold production planned as early as 2025, Desert Gold Ventures could be the next takeover candidate. This article explains why now is the right time to invest and what the current market situation means for investors.
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Commented by André Will-Laudien on October 28th, 2024 | 07:15 CET
The US election fever is boosting stocks! Mercedes, VW, Saturn Oil + Gas, Lufthansa and TUI are all incredibly cheap!
The stock market is booming! While the NASDAQ has established itself with P/E ratios above 30, the German stock market shows historically low valuations. Europe is in crisis, which is depressing valuations. As a result, international funds now have an overwhelming share of US stocks. For example, the well-known MSCI World: 72% of the index comprises US stocks, with the "Magnificent Seven" now accounting for around 20% of the list. For investors who are invested in these stocks, it has been a long celebration – but right before the US election, it also poses a significant concentration risk. It may be time to rethink, take profits from the top stocks, and consider a value-oriented portfolio with single-digit P/E ratios.
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Commented by Stefan Feulner on October 28th, 2024 | 07:00 CET
JinkoSolar, Globex Mining, ZEAL Network – Potential not yet realized
After a six-week streak in the green, the Dow Jones closed the past trading week in the red. In contrast, the Nasdaq technology exchange and the gold price reached new historic highs, while silver reached its highest level in 12 years. In this area in particular, enormous opportunities lie dormant for producers and smaller mining companies, which have so far been unable to benefit from the current precious metal boom on the stock exchange.
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Commented by Fabian Lorenz on October 24th, 2024 | 07:15 CEST
Buy recommendation for Nel ASA! Troubles at BYD! Globex Mining share has arrived in the gold rush!
The stock of Globex Mining has arrived in the gold and silver rush. Presented just four weeks ago as a candidate with catch-up potential, the stock of the mining incubator has since gained almost 30%. The chances of further price increases look promising. Meanwhile, the rush for hydrogen has largely dissipated. However, there is now a "Buy" recommendation for Nel ASA. Could the stock more than double? BYD, on its way to achieving a 5% market share in electric vehicles, is facing challenges! The Chinese, accustomed to success, are using this to step on the gas even more.
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