Mining
Commented by Juliane Zielonka on October 24th, 2024 | 07:00 CEST
The raw materials revolution with Almonty Industries, Barrick Gold, and ASML - The architects of the digital future
Technological progress is impossible without strategic materials such as tungsten, gold and hyperpure silicon wafers for semiconductors. Three companies play a key role in ensuring the security of supply in the Western world. Almonty Industries is on the verge of opening a large tungsten mine in South Korea. The Sangdong mine, which can meet 10% of global tungsten demand, offers a real alternative to Chinese dominance for the first time – a strategic breakthrough, given that 97% of South Korea's tungsten demand has historically come from China. Barrick Gold reaffirms the stability of the precious metals sector with gold production of 943,000 ounces in the third quarter of 2024. Meanwhile, ASML, the world's leading manufacturer of lithography systems, is securing the future of chip production. Despite geopolitical tensions with China, ASML expects revenues of EUR 30 to 35 billion by 2025 - a clear signal of the growing importance of the semiconductor industry. We have three companies in focus.
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Commented by Armin Schulz on October 23rd, 2024 | 07:15 CEST
BP, Saturn Oil + Gas, Shell - Benefiting from the escalating crisis in the Middle East
The recent geopolitical tensions in the Middle East have sparked significant global economic concern. A large-scale missile attack by Iran on Israel triggered speculation about possible retaliation, sending oil prices soaring. However, Israel's announcement that it would spare Iran's oil sector calmed the markets. Meanwhile, China's economic stimulus raised hopes for increased oil demand, though disappointing summer vacation figures fueled economic concerns. In the background, OPEC+ is discussing production adjustments to respond to possible Iranian shortfalls. This is reason enough to take a closer look at three oil producers.
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Commented by André Will-Laudien on October 21st, 2024 | 07:15 CEST
DAX 20,000 - Breakout to Mega Bull Market, Enter Strategically Now: BYD, NIO, Almonty Industries, ASML and SMCI
This week could be the week. Just 2.5% separates the DAX-40 index from the magical 20,000-point mark. High-tech remains in demand, and last week, for the first time in months, automotive stocks also rose again. The Paris Motor Show closed its doors yesterday, and the result is clear: China dominated the exhibition with its new releases, showcasing innovation. And to the great chagrin of the EU, with prices on average 27% lower. At least the import duties were set in October, but the battle for the consumer has yet to be fought. Because Chinese vehicles are not only considerably cheaper, they have long since caught up with local manufacturers in terms of technology, features and design. Where are the opportunities for shareholders?
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Commented by Stefan Feulner on October 21st, 2024 | 07:00 CEST
First Majestic Silver, Desert Gold Ventures, Skeena Resources – The time has come
Once again, the price of gold has reached a new all-time high, establishing itself above the USD 2,700 per ounce mark. Silver also reached a new twelve-year high after breaking through the horizontal resistance at USD 32. After a long period in which mining stocks failed to gain momentum, they are now celebrating a comeback with a strong upward trend. Should the gold trend continue, as experts expect, surpassing USD 3,000 per ounce, the time may now be ripe for smaller exploration companies.
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Commented by Juliane Zielonka on October 18th, 2024 | 07:00 CEST
Resources and AI: How Globex Mining, Barrick Gold, and Palantir are shaping the future
Modern times require one thing above all: resources that fuel innovative solutions and sound strategies from CEOs who seize every opportunity and convert it into profit. Globex Mining shines with its innovative "mineral bank" model, which impresses with its diversification, debt-free balance sheet, and steady cash flows from options and royalties. Barrick Gold, despite short-term production challenges, demonstrates operational flexibility and relies on its portfolio of high-grade gold assets to ensure long-term growth. Palantir Technologies is using its leading position in the AI sector to transform traditional industries, which is reflected in impressive share price growth and lucrative partnerships such as the one with APA Corporation. We take a deep dive into the latest developments.
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Commented by André Will-Laudien on October 17th, 2024 | 08:15 CEST
The next 200% uranium rally – will there be takeovers soon? Myriad Uranium, Nel, Plug Power, SMCI and JinkoSolar
Somehow, international energy policy has become very complicated for investors. The EU's "Net Zero" plans cannot be achieved solely by expanding renewable energies. Countries with a less pronounced green ideology, like Germany, have rediscovered nuclear power, which was once banned. China, Russia and India even want to double their capacities. Germany's neighboring countries like France, Sweden, the Czech Republic, Poland and Great Britain intend to connect more than 50 new reactors to the grid over the next 10 years. All this suggests a lack of unity in Brussels and raises the question of how to manage the global energy supply for growing populations. For investors, the starting signal in uranium has long since been given. What should dynamic investors look out for now?
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Commented by Armin Schulz on October 17th, 2024 | 07:30 CEST
Rheinmetall, Almonty Industries, AMD – These stocks have tailwinds
Stocks in certain sectors, particularly the defense industry, tungsten producers, and chipmakers for artificial intelligence, are currently experiencing strong tailwinds. The increasing geopolitical uncertainty and rising defense spending are driving the defense industry. Tungsten is in high demand as an essential material for technology and defense purposes, which benefits tungsten producers. At the same time, advancements in artificial intelligence are driving demand for specialized chips, which benefits chip manufacturers. These developments are creating attractive investment opportunities as the strategic importance and growth prospects of these industries continue to increase and attract investors.
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Commented by Juliane Zielonka on October 17th, 2024 | 07:15 CEST
Saturn Oil + Gas, Bayer, Siemens Energy: Three companies for balance in volatile times
In uncertain times like these, a balanced portfolio is crucial for every investor. Also, in view of the upcoming US election, diversification across different sectors is worthwhile to offset fluctuations in the portfolio. Saturn Oil & Gas relies on a combination of share buybacks and targeted acquisitions. With an adjusted EBITDA of approximately CAD 400 million, the Company is demonstrating its financial strength and potential for further growth. By applying for approval of a drug for menopausal symptoms to the European Medicines Agency (EMA), Bayer AG is targeting a global market that is expected to grow to a remarkable USD 26.97 billion by 2031. Global player Siemens Energy is focusing on the reorganization of its wind business and its participation in offshore wind energy projects. The early contract extension of CEO Christian Bruch until 2030 underlines the confidence in the current course. Today, we have three companies in focus.
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Commented by André Will-Laudien on October 15th, 2024 | 07:00 CEST
After the China rally, is it now time for a gold rush? Important stock check with Alibaba, BYD, Nio, and Desert Gold
The global stock rally is quite impressive, given the current geopolitical situation. However, only a few stocks are actually rising - around 25% of listed stocks, to be precise. The higher valuation of stocks is mainly driven by inflows into the large standard ETFs, which receive monthly inflows via a savings program. In the third quarter of 2024, global ETF assets grew by USD 390 billion, reaching a total of USD 12.4 trillion in assets under management. Stock-picking, therefore, only makes sense today if you are well-informed or possess strong analytical skills. We highlight a few investment opportunities for a handpicked portfolio.
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Commented by Juliane Zielonka on October 11th, 2024 | 07:00 CEST
PayPal, Prismo Metals, Rheinmetall – Strategic Decisions for the Future
Three companies are setting the course for further growth: PayPal is opening up a new business segment in the US and launching the "PayPal Ads" advertising network to use transaction data for retail media. This move could increase the Company's clout. Meanwhile, the demand for copper is rapidly picking up speed. Prismo Metals is therefore intensifying its exploration activities, particularly at the Palos Verdes project in Mexico, in order to benefit from the increasing demand. Rheinmetall has received an order from the US Army to develop unmanned ground vehicles for the S-MET program, strengthening the Company's position in autonomous military vehicles.
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