Mining
Commented by André Will-Laudien on October 4th, 2023 | 07:50 CEST
Mega battery deal at First Phosphate, BASF, VW and BYD with buy signals
The last IAA in Munich was a memorable showdown for the local automotive industry. More than 750 exhibitors from 109 countries showcased their e-mobility innovations. In addition to autonomous driving with AI support and various new technical features, however, one topic in particular preoccupied trade visitors: how can manufacturers get more power, longevity and safety into powertrain batteries? Li-ion technology has now been in use for over 20 years. But where is the future state of the art? BASF and First Phosphate have new developments to offer in this regard. Manufacturers like BYD and Volkswagen have the global market shares to make these innovations fly. Where should investing be done now?
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Commented by Armin Schulz on October 2nd, 2023 | 08:25 CEST
First Phosphate, Volkswagen, Varta - Battle for battery raw materials picks up speed
The global demand for electric vehicles is steadily increasing, driving the need for battery raw materials. However, the battle for these coveted raw materials has political consequences, particularly concerning the strained relations between the US and China. The US has recognized that it is heavily dependent on China for access to key battery raw materials, which has led to tensions between the two countries. The US is working to reduce these dependencies. This is reason enough to examine three companies that rely on battery raw materials.
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Commented by Stefan Feulner on October 2nd, 2023 | 08:10 CEST
Rheinmetall AG, Almonty Industries, Commerzbank - A run-up to the end of the year
After a strong first half, the stock markets corrected in the third quarter, driven by continuing risks such as high inflation, rising interest rates and the weakening economy with existing recession scenarios. The commodity markets were also unable to decouple themselves from this. Nevertheless, there are opportunities for a year-end rally in the final quarter.
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Commented by Nico Popp on September 28th, 2023 | 09:05 CEST
Germany - Car Country? The exodus begins: Mercedes-Benz, Volkswagen, First Phosphate
Cars still play a significant role in Germany. Many households have two vehicles, some even more. However, sales of new cars have weakened recently - the question of whether to buy a combustion engine or an electric vehicle, along with inflation, have deterred many buyers. German brand manufacturers are now being attracted to the US. There, they are enticed by subsidies and an intact market. Find out what the latest plans of Mercedes-Benz, Volkswagen, and others entail and which relatively unknown company could benefit.
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Commented by André Will-Laudien on September 28th, 2023 | 08:05 CEST
Attention: Extended correction - Buy the right stocks now! Bayer, Viva Gold, TUI, and BASF are on the list!
Higher inflation and rising interest rates - this connection should be clear to investors. The interest rate level in Germany has moved from negative territory to 2.77% in the 10-year range, but stocks continued to rise cheerfully. The party led to all-time highs of 16,528 points in July, but the fundamental situation of the companies deteriorated in parallel. Only after repeated warnings from the US Federal Reserve did the explosive NASDAQ also enter a correction. And it continues. Yesterday, the CEO of US investment bank JPMorgan, Dimon, warned that the world may not be prepared for 7% capital market interest rates. He and Dr. Jens Erhardt, the CEO of the asset management company DJE, warn of stronger setbacks on the stock markets. Some stocks have already undergone a strong correction. Here is a brief overview.
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Commented by Stefan Feulner on September 28th, 2023 | 07:40 CEST
Nordex, Power Nickel, Verbio - On the verge of a Breakthrough
Both politics and business are taking significant risks in their efforts to achieve climate goals. Fossil fuels are to be replaced by alternative energy sources as quickly as possible. In turn, the consumption of metallic raw materials is increasing to build renewable, energy-efficient systems. As Western countries increasingly strive to become independent of imports from Russia or China, domestic producers of critical raw materials, in particular, are likely to emerge as long-term winners.
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Commented by Fabian Lorenz on September 28th, 2023 | 07:10 CEST
BYD unstoppable. Sell Varta shares? 200% with Almonty Industries?
Electromobility and the energy transition offer numerous investment opportunities along the value chain. Take BYD, for example. The Chinese company is increasingly becoming the e-car market leader. Could they soon even dethrone Tesla? That should make the stock interesting. And what about Varta? The battery manufacturer disappointed investors last year. Is the stock attractive now? Analysts continue to take a critical view of the Company. Almonty Industries is a different story. After the latest half-year figures, the experts at Sphene Capital advise buying. From 2024, sales and profits of the tungsten producer are expected to grow strongly. According to the analysts, the share could triple.
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Commented by Armin Schulz on September 27th, 2023 | 09:05 CEST
Nikola, Saturn Oil + Gas, BASF - A Buy in difficult times?
These are challenging times on the stock market. Central banks have not announced the end of interest rate hikes, which is poison for growth companies. In addition, extreme weather conditions are affecting the production of some companies, and there are geopolitical tensions to consider, including the ongoing Ukraine conflict and the simmering dispute between the US and China. Recently, there have also been tensions between China and Germany. Following critical statements by Foreign Minister Baerbock to China's Xi Jinping, the German ambassador was summoned. Energy shortages are becoming increasingly significant for many companies in Germany. Today, we look at three companies suffering from the problems described.
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Commented by André Will-Laudien on September 27th, 2023 | 08:05 CEST
The high-tech gold rush on the Nasdaq is waning: BYD, Manuka Resources, and Infineon remain on the buy list
For those investing in green or high-tech sectors, keeping an eye on the supply chains of raw materials is crucial. After all, in times of geopolitical upheaval, nothing seems more important to the industry than securing its foreign sources of critical resources. The EU and the US have already responded by adding several metals to the list of strategic elements. For the capital markets, too, the fight against global warming has become an issue that cannot be ignored. We focus on successful protagonists that can enhance any portfolio.
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Commented by André Will-Laudien on September 26th, 2023 | 07:45 CEST
Artificial Intelligence in Sellout! Nvidia, Defense Metals, ARM Holdings - Nothing works without rare earths!
After long bull market movements, the stock market usually tends to rotate sectors, or the market enters a general consolidation. In the former case, investors can profit by reallocating their assets while exploring new investment opportunities. In the latter case, all stocks come down, and the capital market generally suffers from a change in sentiment and corrects recently exaggerated valuations. In the case of the new megatrend of Artificial Intelligence (AI), the stock market seems to sense a great need for correction. As if by magic, the blockbuster stock Nvidia rose by 250% in just 9 months. However, it has already retraced nearly 20% from its peak. Where do the opportunities lie for investors?
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