Mining
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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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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