Mining
Commented by Nico Popp on April 6th, 2023 | 09:44 CEST
Energy turnaround for your portfolio: RWE, GoviEx Uranium, Nordex
Clean energy is a dream for humanity. Property owners can fulfil the dream of clean energy by installing photovoltaic systems. But what about when large industrial companies, such as BASF, need electricity? While renewable energy has to be stored temporarily, nuclear power plants deliver reliably. The technology, which is frowned upon in Germany, is currently experiencing a revival worldwide. We explain which forms of energy also have a future for investors.
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Commented by Juliane Zielonka on April 5th, 2023 | 12:31 CEST
Mercedes-Benz, Canadian North Resources, Rheinmetall: Canada leads the way in raw material supply for electromobility
The energy turnaround is prompting German carmakers such as Mercedes-Benz and defence companies such as Rheinmetall to further expand their search for precious metals. In particular, the Stuttgart-based DAX-listed company has chosen the treasure-rich country of Canada as a cooperation partner for the guaranteed supply of nickel, lithium and cobalt. For explorer Canadian North Resources, such agreements are ideal as the Company pushes ahead with its 100% owned Ferguson Lake nickel, copper, cobalt, palladium and platinum project: further drilling is promising.
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Commented by Nico Popp on April 5th, 2023 | 12:30 CEST
Crisis comeback? There is a solution! Deutsche Bank, Vonovia, Globex Mining
March was a dark month for the shares of Deutsche Bank and Vonovia - the prices of both companies fell by more than 20%. In recent weeks, the uncertainty surrounding banks and real estate companies was too great. At the same time, the gold price rose significantly and even surpassed the USD 2,000 mark. We look at what the contrasting price movements mean and where laggards can be found.
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Commented by Nico Popp on April 5th, 2023 | 08:05 CEST
Opportunities for latecomers: Rheinmetall, BYD, Almonty Industries
The Rheinmetall share has been on a rollercoaster ride since the outbreak of the war in Ukraine. Recently, however, the share price has risen significantly. We explain the further perspective, provide alternatives, and shed light on a possible insider tip. In advance, it should be noted the opportunities beyond well-known stocks are great. However, investors need to consider a few details.
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Commented by André Will-Laudien on April 4th, 2023 | 16:58 CEST
Watch out for these Greentech and battery stocks: Varta, Manuka Resources and BASF in turnaround
Tesla is currently considering building its own battery factory in the US. The Company wants to operate the plant itself, and the battery giant CATL is to contribute the latest technology. For Tesla, the Texas location would be a welcome addition to its assembly plant for electric vehicles. After the decision to phase out internal combustion vehicles in the EU from 2035, international pressure remains high to finally initiate climate change. E-mobility is seen as a pathfinder. Innovations are needed in the battery sector because the performance parameters are not yet convincing. However, there are many profitable conspicuous features for shareholders in the round trip through the industry.
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Commented by Stefan Feulner on April 4th, 2023 | 16:51 CEST
Winners of the supercycles - Rheinmetall, Defense Metals, BYD
Rare earths are indispensable for the production of high-tech products in the defence industry and electromobility due to their unique physical and chemical properties. China controls around 80% of the global output and thus has a key role in the global supply chain. Dependence on China poses a security risk, as the country could restrict access to rare earths or use them for political purposes. Therefore, diversifying supply chains and exploring alternative sources of rare earths is of great importance to ensure long-term security of supply.
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Commented by Armin Schulz on April 3rd, 2023 | 16:03 CEST
BASF, Almonty Industries, Plug Power - The world is in upheaval
The Western world wants to break away from fossil fuels. These efforts have intensified since the Ukraine conflict. Europe, in particular, has realised how dependent it was on gas supplies from Russia. Globally, however, there is also a dependence on China for certain raw materials. This could be one of the reasons for the tensions between the USA and China, in addition to the conflict over Taiwan. The BRICS countries Brazil, Russia, India, China and South Africa have moved closer together in the last year and want to establish their own currency. With Iran, Argentina, Egypt, Turkey, Saudi Arabia and Algeria, six more countries are interested in joining. The world is in a state of upheaval. Therefore, we look at three companies that are part of it.
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Commented by Fabian Lorenz on March 30th, 2023 | 13:19 CEST
Panic at Vonovia and Plug Power - Barrick Gold and Tocvan Ventures shine
Concrete gold? Real estate stocks are currently in an absolute panic. The share of Germany's industry leader Vonovia recovered somewhat yesterday, but an end to the downward slide is not in sight. Analysts are also skeptical. The range of price targets is broad, and there is already speculation about an (emergency) capital increase. So buy or sell? The Plug Power share could also use some buying. From a chart perspective, the situation is critical. Fuel cells for smaller forklifts are now being offered. The situation is different at Barrick Gold. The group's share is about to break out to the upside. Price targets for gold of USD 3,000 provide for a good mood. Tocvan Ventures should also benefit from this. The gold and silver explorer published news about its project in Mexico yesterday, and the stock is waking from its slumber - there appears to be further air to the upside.
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Commented by Juliane Zielonka on March 30th, 2023 | 12:15 CEST
Saturn Oil + Gas, Bayer, Amazon - Big business on a growth path
The oil industry is booming again: since Russia has been severely sanctioned, EU companies are fleeing to their international production sites to operate cost-efficiently. The winner in the energy poker is Saturn Oil & Gas. The Canadian company is now presenting its results for fiscal year 2022. What is clear is how hard the Company has worked on substance to grow steadily. Change is also felt at Bayer in the wake of the CEO change. Research in the field of women's health is discontinued, only one new blockbuster is still in the pipeline, but it is a big one. The fact that the stock market is associated with fear and greed is shown by the jump in AMC's share price. Just one piece of news from Amazon takeover rumors has investors jumping at the chance.
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Commented by Stefan Feulner on March 30th, 2023 | 12:12 CEST
Scarcity threatens energy transition - BYD, Canadian North Resources, Encavis
Critical raw materials are becoming increasingly important with the global challenge of climate change and the need to drive the transition to renewable energy. However, these raw materials, which are essential for manufacturing technologies such as solar cells, batteries and electric motors, are limited and often difficult to access. Securing a stable and sustainable supply of critical raw materials is, therefore, one of the key challenges of climate change.
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