Mining
Commented by Juliane Zielonka on November 28th, 2024 | 07:00 CET
Thunder Gold Corp., Amazon, Rheinmetall - Record values for gold, AI and armaments
The technology landscape and the commodities sector are currently showing their most dynamic side. Thunder Gold Corporation is delivering exceptional exploration results in Ontario, Canada. The reported gold grades of 9.12 g/t Au over 12.66 m are not only the strongest in the project's history, but they also indicate a potentially large gold deposit. The project's strategic location, with direct access to important infrastructure, further enhances the potential of this area. Amazon is making a technological breakthrough in the highly competitive AI chip market. With its new Trainium 2 processor, the tech giant is taking a direct shot at market leader Nvidia. The promised fourfold increase in computing power at a significantly lower cost could fundamentally change the balance of power in this billion-dollar market. Rheinmetall is also continuing its growth course. Deutsche Bank is significantly raising its estimate and the target price to EUR 700. The Düsseldorf-based company, which wants to double its sales to EUR 20 billion by 2027, is benefiting from a new major order from Canada worth EUR 215 million.
Read
Commented by André Will-Laudien on November 27th, 2024 | 07:10 CET
Artificial intelligence and crypto with a 200% opportunity! SMCI, Power Nickel, Infineon and ARM Holdings on the buy list
The crypto and AI boom is now quite advanced. Yesterday, Bitcoin hit a wall at just under USD 100,000, and Nvidia was also unable to reach new highs despite good Q3 figures. This suggests that a technical consolidation is underway, which could extend well into early 2025. However, some stocks have already fallen more sharply and are reappearing on investors' buy lists. 2025, the first year of the re-elected Donald Trump's term in office, is likely to bring a great deal of unrest, as the US will have to reposition itself in international trade. Announcements of introducing punitive tariffs are currently dominating the news, which are largely counterproductive. We highlight the opportunities for risk-conscious investors.
Read
Commented by Stefan Feulner on November 26th, 2024 | 07:25 CET
Qualcomm, Saturn Oil + Gas, MARA Holdings – Expansion in focus
Bitcoin exploded after the rapid conclusion of the US election and the victory of Republican candidate Donald Trump. Besides the fact that the old and new president is considered Bitcoin-friendly, it is also well-known that he holds little regard for renewable energies. Instead, he plans to further promote the domestic oil and gas industry. While crude oil remains in a correction phase, this sector presents intriguing companies that could benefit long-term from a resurgence in oil prices.
Read
Commented by Armin Schulz on November 26th, 2024 | 07:10 CET
Super Micro Computers, F3 Uranium, MicroStrategy – Why technologies like AI are shaping our energy future
Data centers for artificial intelligence (AI) and cryptocurrencies are driving global energy consumption higher, even as the world faces the challenge of climate change. Technologies such as Bitcoin mining and AI applications are extremely energy-intensive, and demand for them is expected to increase significantly by 2030. In this context, nuclear energy is gaining importance as a virtually CO₂-free power source. However, the downside is that the demand for uranium to fuel reactors is growing rapidly, while supply remains limited. Experts are predicting a new bull cycle in the uranium market – a development that could have a lasting impact not only on investors but also on the energy transition.
Read
Commented by André Will-Laudien on November 26th, 2024 | 07:00 CET
Crypto & Bitcoin, the USD 100,000 madness – Will power shortages loom? Coinbase, Myriad Uranium, C3.ai and Palantir
The crypto madness continues! This week, Bitcoin enthusiasts are glued to their trading screens. Will the cryptocurrency break through the USD 100,000 barrier? Experts in the coin segment even consider price targets between USD 250,000 and 1 million conceivable. Anything is possible, as they say today. Meanwhile, market analysts are also noting the looming risks of power shortages. The extensive mining operations and the increasing use of artificial intelligence are consuming unprecedented amounts of electricity, demands not anticipated five years ago. Several countries have, therefore, decided to expand their nuclear power capacities, including France, Poland, Finland, the US and China. Conversely, Germany plans to stick to renewable energy sources - let's hope the sun starts shining at night soon. We explore these booming segments and seek opportunities for returns.
Read
Commented by Juliane Zielonka on November 22nd, 2024 | 07:00 CET
BASF, F3 Uranium, Amazon - From geothermal energy to uranium: Three companies shaping the future of energy
The global energy transition is taking concrete shape: chemical giant BASF and Australian geothermal specialist Vulcan Energy are forging a groundbreaking alliance for green heat and lithium production in Ludwigshafen. The momentum in the energy sector is further strengthened by the nuclear power renaissance. F3 Uranium is positioning itself with high-grade uranium discoveries in Canada's Athabasca Basin to capitalize on the upcoming demand boom. The expected doubling of uranium demand by 2030 and the planned strategic uranium reserve in the US from 2025 promise strong growth for the sector. Meanwhile, tech giant Amazon is securing its future power supply in the European market by investing billions in Greek wind farms. These developments highlight how large corporations are driving the transformation of energy supply systems.
Read
Commented by Armin Schulz on November 21st, 2024 | 07:30 CET
Barrick Gold, Globex Mining, Coinbase – When the rockets fly: Your anti-crisis investment
In today's interconnected world, geopolitical tensions not only dominate headlines but also have a direct impact on financial markets and investment decisions. In the face of recent escalations in the Middle East and Ukraine, the search for safe investments is more important than ever. While gold continues to shine as a proven hedge, commodities and cryptocurrencies are also gaining investors' attention. In the case of commodities, Western countries are heavily dependent on China and Russia. Since Donald Trump's election victory in the US, cryptocurrencies have gone through the roof. These investment options not only offer protection but also opportunities for significant profits. We look at a company from each sector.
Read
Commented by André Will-Laudien on November 20th, 2024 | 08:25 CET
Missiles for Russia! Returns lurk at thyssenkrupp, Rheinmetall, Almonty, Renk and Hensoldt?
Western missiles for Russia! A new escalation in the Ukraine conflict hits the trading floors of the stock markets, leading to significant losses for the DAX - dropping 400 points in just 24 hours. Portfolios now have to be quickly restructured as armaments are back in demand again. In addition, critical metals are also gaining traction because special elements such as tungsten are also needed to harden ammunition and military equipment. Those who pivot their portfolios swiftly could benefit from rapid revaluations.
Read
Commented by Fabian Lorenz on November 20th, 2024 | 08:15 CET
Takeover battle and soaring profits! Evotec, Bayer, Saturn Oil + Gas
A bombshell announcement came from Evotec late last week. US biotech company Halozyme Therapeutics is offering EUR 11 per Evotec share. Evotec was not informed in advance and seems to be preparing to fend off the takeover. Analysts believe the share price has moved far away from its fundamental value. So, should investors sell the stock now? Experts suggest investors should buy shares of Saturn Oil & Gas. The mid-sized oil producer from Canada is expected to be among the winners under the upcoming Trump administration and will likely soon be paying an attractive dividend. The stock has clear catch-up potential. Meanwhile, analysts are significantly reducing the target price for Bayer. Is there a chance of a turnaround at the agricultural and pharmaceutical giant?
Read
Commented by Fabian Lorenz on November 19th, 2024 | 07:15 CET
BUYING OPPORTUNITY in gold and billion-dollar investment: Barrick Gold, Thunder Gold, BYD
The price of gold is consolidating, the major gold producers are weakening and they could soon be forced into takeovers. This presents investors with an interesting buying opportunity with promising gold explorers. One of these takeover candidates is Thunder Gold. The Company has a highly promising project in Canada with excellent infrastructure and outstanding resources, which could soon increase further. Then a big player like Barrick Gold could strike. The second-largest gold producer has missed analyst estimates and could keep investors interested through acquisitions. The mood of German automakers is unlikely to improve when they look at BYD. The Chinese are currently celebrating a milestone and announcing a billion-dollar investment program for the integration of artificial intelligence. Should one take advantage of the buying opportunity now?
Read