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Commented by Stefan Feulner on October 12th, 2022 | 10:25 CEST

Nordex, Defense Metals, Rheinmetall - Critical situation

  • Mining
  • RareEarths
  • armaments

Due to geopolitical tensions and the ongoing trade war between the US and China, the supply of critical raw materials is on high alert. Especially for the energy transition and the achievement of climate targets, materials that mostly have to be exported from the largest Asian economy are needed. Now, with the Minerals Security Partnership, MSP, an alliance of Western countries has been founded to establish a complete value chain within the partner countries. As a result, mining, processing and recycling projects from Western countries will be the primary beneficiaries in the coming years.

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Commented by André Will-Laudien on October 11th, 2022 | 10:50 CEST

Stocks on a roller coaster ride, pay particular attention here: BYD, Manuka Resources, Porsche, VW

  • Mining
  • Gold
  • Silver
  • Electromobility

Currently, there are few highlights to report from the stock market. However, the mega-deal for 100,000 e-vehicles between BYD and Sixt is worth mentioning. The successful IPO of Porsche AG was also quite exciting, and for VW, it is an important strengthening of liquid funds for the transformation process towards e-mobility. In addition to inflation figures of just under 10%, we are also seeing significant markdowns in the Bund futures. Interest rates continue to rise, and a wake-up call for precious metals is spreading. Here are a few ideas.

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Commented by Nico Popp on October 10th, 2022 | 11:32 CEST

Where stable percentages beckon: Shell, Saturn Oil + Gas, Deutsche Bank

  • Mining
  • Oil
  • Gas
  • renewableenergies

Time in the market beats timing in the market. There is a lot of truth in this stock market adage. Anyone who started saving for an ETF ten years ago outshone self-proclaimed stock pickers for a long time - and without any stress or transaction costs. But right now, ETFs are no longer the way to go. Instead of relying on the "watering can" principle, investors should act in a targeted manner. We present three stocks that, at first glance, combine security and opportunity and do a reality check. What can Shell, Saturn Oil & Gas and Deutsche Bank do?

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Commented by Stefan Feulner on October 7th, 2022 | 12:35 CEST

First Majestic, Manuka Resources, Barrick Gold - Has the bottom been reached?

  • Mining
  • Gold
  • Silver
  • Commodities

Fighting inflation at all costs is the motto of the various central bank members in the US at the moment. Despite recession worries in the financial markets, the FED is determined to curb inflation with a tight interest rate policy. The fact that this has already gotten out of hand and is difficult to contain by further interest rate steps without driving the economy to ruin should be obvious, not only to economists. The first voices calling for an end to interest rate hikes are already being heard. This could mean the starting signal for a sustained upward wave of the precious metals.

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Commented by André Will-Laudien on October 7th, 2022 | 10:15 CEST

Strong rebound in gold: Varta, TUI, Desert Gold - Is it already buying time for these shares?

  • Mining
  • Gold
  • Batteries
  • travel

Despite all the gloom, the capital market offers plenty of opportunities every day. The Varta shares experienced a crash of over 80% in only 12 months but could also swing up by 15% within 1 week. Such movements are part of a revaluation that many stocks are now undergoing. The experienced investor is not bothered by this because, fortunately, there are upward exaggerations as well as downward ones, and both provide buying opportunities. The only question that remains is whether the level reached could already be down. Fundamental analysis helps here, but chart technology also provides valuable clues for timing. We take a closer look at the following stocks.

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Commented by Nico Popp on October 6th, 2022 | 14:11 CEST

Where to bet on the comeback now? Amazon, Tocvan Ventures, BYD

  • Mining
  • Gold
  • Electromobility

The major stock indices are currently in comeback mode. Commodities are also picking up again. There are many reasons for this: First, the markets have already anticipated much of the negative. At the same time, there are signs of hope. In Europe, for example, gas prices are falling, and meteorologists are predicting good conditions for a mild winter. Even if the forecasting power of meteorologists beyond the weekly horizon should not be overestimated, there is justified comeback potential on the market. We take a look at three stocks.

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Commented by André Will-Laudien on October 5th, 2022 | 12:37 CEST

E-mobility and hydrogen: BYD, Almonty Industries, Thyssen, Nel ASA - Things are really starting to happen now!

  • Mining
  • Tungsten
  • Electromobility
  • Hydrogen
  • GreenTech

In the current geopolitical constellation, the globalized world is showing its real weaknesses. For commodity-dependent Europe and especially Germany, the situation even presents itself as a medium-term showstopper for industry because as winter approaches, governments will have to decide where the remaining gas reserves may be drawn from. But if there is not enough, the decision will likely be made in the direction of the population, and the industry will then have to look for alternatives. Despite the cost of electricity, e-mobility seems to be finding its way, and hydrogen is also slowly getting off the ground. What does this mean for individual stocks?

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Commented by Nico Popp on October 5th, 2022 | 10:58 CEST

Do not miss this train! Volkswagen, Varta, Infinity Stone Ventures

  • Mining
  • Lithium
  • Electromobility

After the sell-off and crisis mood, the first investors are looking to the distant future. Now that the market has already priced in a recession and the energy crisis also seems to be largely represented in share prices, it is worth looking at the sectors that offer opportunities in any future. Car manufacturers and mobility providers remain attractive regardless of the current market situation. The reason: mobility is the key to prosperity and well-being. Just think of journeys to work or on vacation. The mobility of the future will be electric. Positioning oneself here makes sense. We take a look at three shares that are currently in focus.

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Commented by André Will-Laudien on October 4th, 2022 | 12:59 CEST

Shares in focus: VW, Porsche, Barsele Minerals - Big shifts, many opportunities!

  • Mining
  • Gold
  • Commodities
  • Electromobility

At the moment, shares are becoming cheaper rather than more expensive. What is unusual is not the fact that prices are falling, what is disturbing is the phase of falling valuations that has now been going on for some time. In the current environment of rising capital market interest rates, refinancing is also becoming more difficult for companies, and it now has its price again. Volkswagen AG from Wolfsburg owns many stakes in valuable automotive brands. In order not to let the debt increase further, parts of the holdings are now being placed on the stock exchange. Not a bad way to fill the coffers again. What should investors look out for now?

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Commented by André Will-Laudien on September 30th, 2022 | 12:36 CEST

Higher, faster, further: BYD, Infinity Stone, Porsche, Varta - The energy transition stock portfolio is wanted!

  • Mining
  • Gold
  • Electromobility
  • GreenTech

The words "energy turnaround" are used a lot in public. The majority understand it to mean the use of GreenTech to generate energy while avoiding dangerous climate gases. Unfortunately, the leaks from the Nord Stream 2 pipeline, which is not in operation, are leaking the amount of gas into the atmosphere every day that the state of Denmark consumes in an entire week. This makes us painfully aware of how strongly warlike actions counteract efforts to save the climate. On the stock market, it is important to turn our gaze away from current events and toward a more peaceful future, where good ideas for sustainable change will also be rewarded. Which stocks belong in the portfolio?

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