Mining
Commented by Armin Schulz on March 10th, 2025 | 07:55 CET
thyssenkrupp, Globex Mining, Super Micro Computer – Defense, critical raw materials, and the AI boom drive profits
As the world moves towards a new era of tariffs, resource wars, and technology hegemony in 2025, there are three companies that can profit from the current hot topics. The EU has not only expanded its list of critical raw materials but has also announced billion-euro investments in domestic supply chains. This shows how important access to critical raw materials is for keeping one's economy running. Thyssenkrupp is taking advantage of the demand for high-security technology for maritime projects, Globex Mining is controlling key raw materials for high-tech projects and decarbonization, and Super Micro Computer is cooling the servers that are making the AI boom possible in the first place.
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Commented by Fabian Lorenz on March 6th, 2025 | 08:10 CET
After thyssenkrupp, Ballard Power's share price is now exploding! Is First Phosphate next?
The Ballard Power share has made a strong comeback. On the back of a major order, it rose by 13%. Is there more to come? It seems that way for the First Phosphate share. The price decline of the past few weeks offers an attractive entry opportunity. The Canadians have reported on the current development of their phosphate activities. High revenues are expected from the investments, and the impact of US tariffs should be manageable. In any case, management is buying the stock. Investors have been snapping up thyssenkrupp shares in a big way this year. The price has doubled in a few weeks. Will it continue?
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Commented by Juliane Zielonka on March 6th, 2025 | 07:50 CET
Nova Pacific Metals, Super Micro Computer and Palantir: The invisible power of the AI future
Artificial intelligence is revolutionizing how companies produce, but who is driving this revolution? Companies like Nova Pacific Metals, Super Micro Computer, and Palantir provide the raw materials, hardware, and software that are the cornerstones of this turning point. Nova Pacific mines critical metals such as copper and gold in Canada. These are essential raw materials for the smooth operation of data centers. With its LARA project, Nova Pacific is planning its next big move – a versatile, mineral-rich area valued at around CAD 30 million. Super Micro supplies the servers for the AI boom in California, but legal troubles cloud growth, despite partnerships with industry giants like Nvidia. Palantir, on the other hand, is working with Société Générale, France's most important commercial bank, to protect the financial world against money laundering with AI-supported analysis – a testament to the power of its Foundry platform. These "hidden champions" are inextricably linked: from the valuable raw materials to the machines, they shape the AI future from the ground up. Which company will best master the balance between innovation and challenge?
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Commented by Juliane Zielonka on March 6th, 2025 | 07:20 CET
Almonty Industries, Hensoldt, and Renk Group: Strategic moves for Europe's strength
Global tensions and dynamic US politics are driving Europe's security efforts. Companies like tungsten producer Almonty Industries and defense contractors such as Hensoldt and Renk Group are moving to the center of this geopolitical chess game. Almonty has a unique opportunity to break China's tungsten monopoly with its Sangdong mine in South Korea. This presents a glimmer of hope for companies like Rheinmetall, which require hundreds of tons of tungsten yearly to continue to meet the demand for armaments. The German radar technology company Hensoldt has already seen its share price rise by 20% since plans for a multi-billion-dollar defense fund were announced. Renk Group supplies the drives for Europe's rearmament: With a "Ba2" rating from Moody's, the transmission manufacturer benefits from the NATO boom and US expansion. Between geopolitical pressure, commodity risks, and political hurdles, peaceful coexistence is at stake. Who has a strategic advantage for the next move on the global playing field?
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Commented by Fabian Lorenz on March 5th, 2025 | 07:30 CET
Hensoldt and Power Metallic Mines unstoppable! Buy AIXTRON stock after the price crash?
The success story is set to continue under a new name: Power Nickel has changed its name to Power Metallic Mines. In order to push ahead with the world-class multi-metal project at full speed, fresh capital has been raised. With new strong drilling results in the pipeline, the stock can now take off again. The price drop due to the capital increase represents an exciting entry opportunity. Investors certainly believe in higher prices. Hensoldt is currently skyrocketing. While the stock is being included in a new stock market index, analysts are running after the price and proclaiming a "new era". Will the momentum continue? At AIXTRON, analyst opinions are divided after the price crash. Is the stock a buy now? Management believes so.
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Commented by Juliane Zielonka on March 5th, 2025 | 07:25 CET
BYD, XXIX Metal Corp, Volkswagen – Copper crowns the electric boom
Electric mobility is gaining momentum worldwide, and copper is becoming an indispensable fuel for this energy transition. Without the metal, there would be a lack of batteries, electric motors, and the necessary infrastructure like charging stations. In the automotive sector, Chinese electric vehicle pioneer BYD is setting the course for its global expansion with a multi-billion dollar share issuance. The Company aims to produce 6 million vehicles in 2025. This boom will benefit the demand for raw materials such as copper. Here, the Company XXIX Metal shines. The Canadian copper explorer holds nearly 5 billion pounds of copper and could become a key player in this boom. Its name says it all: "XXIX" for the Roman numeral 29, which represents the atomic number of copper in the periodic table. Volkswagen can breathe a sigh of relief thanks to relaxed EU CO₂ regulations, but the Company is burdened by the planned US tariffs and technical setbacks. We provide the details.
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Commented by Armin Schulz on March 4th, 2025 | 07:00 CET
BYD, Nova Pacific Metals, Nordex – From raw materials to electric vehicles or wind turbines: The strategies behind the boom
In a world caught between climate targets and geopolitical tensions, three companies in seemingly different industries are driving the green transformation with disruptive technology and strategic foresight. In recent months, the EU has announced two infrastructure packages worth billions for renewable energies and critical raw materials. Whether e-mobility, mineral raw materials or wind power – they all share one goal: to redefine their sectors. However, the starting point is always the raw materials needed for the electrification of the world.
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Commented by Stefan Feulner on March 3rd, 2025 | 07:20 CET
Bloom Energy, Benton Resources, Alibaba – Exceptional performance
The scandal in the Oval Office between Ukrainian President Zelenskyy and US President Trump was a defining topic in recent days. The outcome remains uncertain from both a political and economic perspective. Will the missed peace talks now lead to a further downward spiral, or will negotiations be resumed, which could lead to an early end to the terrible war in Ukraine and a rally in the markets? Unaffected by global politics, several companies demonstrated strong momentum and could continue their upward trajectory.
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Commented by Fabian Lorenz on March 3rd, 2025 | 07:00 CET
50% upside potential or end of the rally? Nordex, Barrick Gold, and Golden Cariboo Resources
Analysts see 50% upside potential at Nordex. The wind turbine manufacturer is entering the new year with a strong base. The outlook for 2025 is convincing, and there could even be a surprise in terms of EBITDA. Perhaps there will even be a dividend soon? However, there are risks in the important US business. Gold is among the winners of the Trump era. As the scandal in the White House on Friday showed, the geopolitical situation remains unstable. Although the gold price has not managed to break through the USD 3,000 mark, the upward trend remains intact. The stock of Golden Cariboo Resources is still cheap. The security of the largely undiscovered gold pearl has just overcome a resistance, and promising drilling results have been obtained. Experts advise buying. And what is Barrick Gold doing? The struggling industry giant recently made positive headlines, but the stock is weakening.
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Commented by André Will-Laudien on February 27th, 2025 | 15:25 CET
NASDAQ rally continues! Now betting on AI with SMCI, Palantir, Nova Pacific Metals, and Microsoft
After a brief consolidation, the rally is continuing, but volatility is increasing. Alongside armaments, the topic of artificial intelligence (AI) remains a key driver of investor imagination. AI has rapidly advanced in recent years and is now an integral part of many areas of daily life. From personalized recommendations on streaming platforms to voice assistants and autonomous vehicles, AI technologies are already shaping numerous industries and parts of societal life. Particularly in the areas of healthcare, finance, manufacturing, and mobility, AI is opening up innovative solutions that increase efficiency and create new opportunities. Some companies are calling the shots. We offer a selective insight.
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