Mining
Commented by André Will-Laudien on March 27th, 2024 | 08:30 CET
Watch out: DAX record chase! Automotive stocks in the fast lane: Mercedes-Benz, Globex Mining, VW and Tesla
The DAX 40 index is chasing from one high to the next, surpassing the 18,400 mark yesterday. In addition to artificial intelligence, it is primarily high-tech and defense stocks that are moving the market. The automotive stocks are still in the doldrums, as an expected decline in GDP also means smaller household budgets. Nothing is worse for the industry than the postponement of new car purchases until next year. The stockpiles are getting bigger, and dealers are plunging into desperate discount battles. However, the market is changing noticeably. Currently, there are clear buying candidates; we analyze the current situation.
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Commented by Juliane Zielonka on March 27th, 2024 | 08:15 CET
Energy sector on the upswing: Siemens Energy, Manuka Resources and Nordex Group focus on a sustainable future
International collaborations are lucrative ventures for energy companies such as Siemens Energy. As a strong partner for Iraq, the Group supports the country in the secondary utilization of by-product gases for power generation that would otherwise be lost. Vanadium, a critical raw material for sustainable construction and electromobility, is needed. China and Russia possess the most deposits but are politically insecure. This is reason enough for the company Manuka Resources to explore a rich vanadium area off the coast of New Zealand. Thanks to an accelerated procedure for granting mining permits by the New Zealand government, operations could commence soon. Wind turbine manufacturer Nordex is also in the starting blocks: with an order from South Africa, the Hamburg-based company will deliver 57 turbines to the coastal region. Here are the details.
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Commented by Armin Schulz on March 25th, 2024 | 06:45 CET
Super Micro Computer is soaring; when will Saturn Oil + Gas and Bayer follow suit?
In the rapidly advancing world of technology, Artificial Intelligence (AI) is currently stealing the show, overshadowing traditional industries with its boom on the stock markets. The example of Super Micro Computer is a good illustration of this. While investors are focusing on promising AI pioneers, other sectors are struggling to keep pace with this fast-growing industry. Even companies that are earning good returns are currently struggling. In this article, we shed some light on Saturn Oil + Gas and Bayer to see whether the lid will eventually blow off.
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Commented by Juliane Zielonka on March 22nd, 2024 | 07:45 CET
BYD, Globex Mining, Mercedes-Benz shares: The energy transition is picking up speed with these companies
BYD in China is regarded as innovative and successful with its wide range of models and brands. The Company has become one of the top ten car manufacturers and is the global leader in the production of new energy vehicles (NEVs). In the fourth quarter of last year, BYD even overtook Tesla with over half a million electric vehicles sold. BYD is now pushing further into international markets in order to maintain its growth trajectory. The increasing demand for electrification also means a higher demand for the corresponding raw materials. Globex Mining is well positioned in this regard; with 247 different projects and over 40 years of industry experience, investors benefit from the unbeatable expertise of the experienced management team. Mercedes-Benz leadership has reason to rejoice. The figures from the last financial year are solid, and the salaries of the Executive Board have been generously increased. Who is really picking up speed now?
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Commented by Armin Schulz on March 20th, 2024 | 07:00 CET
RWE, Almonty Industries, Nel ASA - Emission-free energy as a booster for the portfolio?
The search for an emission-free energy future is one of the most urgent undertakings of our time. In the face of increasing climate challenges and the growing need to reduce global carbon emissions drastically, innovative energy solutions are becoming the focus of scientific and public attention. At the heart of this energy revolution lie three key technologies: Fusion reactors, renewables and hydrogen. These three fields of technology form the cornerstones of an emission-free energy future. They promise not only a sustainable energy supply but also the transformation of our energy systems towards greater efficiency, security and climate compatibility.
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Commented by Stefan Feulner on March 19th, 2024 | 07:15 CET
Nvidia, Manuka Resources, Aurora Cannabis - All the rage
The stock markets continue to boom. The DAX was able to climb above the psychologically important 18,000-point mark, at least in the short term, while other asset classes, such as gold and Bitcoin, also reached new highs. By contrast, different sectors, such as hydrogen and cannabis, have continued to plummet in recent weeks. The latter, in particular, has received an upward boost from the US government's statements, which could herald a trend reversal.
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Commented by Armin Schulz on March 19th, 2024 | 07:00 CET
Volkswagen, Defense Metals, BYD, Rheinmetall - China's weapon in the tech race
In the shadow of global power rivalries, rare earths play a crucial role, not only for the defense industry, but also for the booming electric vehicle market and the production of catalytic converters in the automotive industry. These metals are the invisible backbone powering high-tech devices and are of strategic importance for the global economy and security. China's dominance in extracting and processing such resources - as illustrated by Deng Xiaoping's statement: "The Middle East has oil. China has rare earths." - sheds light on potential geopolitical tensions and highlights the importance of supply chain diversification and resilience.
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Commented by Fabian Lorenz on March 14th, 2024 | 06:30 CET
Aixtron, Standard Lithium, Edison Lithium: Up to 200% upside potential!
The Aixtron share is working on a comeback. The last few trading days have been positive, and an analyst commentary also gives hope that the crash is over. After all, the medium-term prospects of the plant engineering company are considered promising. Lithium also appears to be recovering. The long-term prospects for the sector are promising. In the case of Standard Lithium, support at USD 1 has held, and analysts see a price potential of more than 200%. At Edison Lithium, a spin-off is creating price fantasy. Will the IPO of the cobalt business bring about a turnaround? In its core business, the Company is focusing on the raw material for the next generation of batteries.
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Commented by Armin Schulz on March 13th, 2024 | 07:30 CET
HelloFresh, Royal Helium, Evotec - Rebounds in sight
Despite all the various challenges in today's world, such as geopolitical tensions or inflation, the stock market indices have managed to climb upwards. Investors are faced with a crucial question: Where is the hidden value in a market that has already broken many records? The answer could lie in those stocks that have so far stood on the sidelines of the great rally - the silent but potentially strong performers waiting for their rebound. This strategy shifts the focus away from the usual suspects who have already posted substantial gains to stocks that are ready to initiate their own rebound, potentially unlocking significant value for patient investors in the process. We have identified three such candidates.
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Commented by André Will-Laudien on March 12th, 2024 | 07:15 CET
Profit-taking in Defense and AI - What else is going on? Rheinmetall, Almonty Industries, Renk and Hensoldt
Armaments stocks have been on the sunny side in the current year, 2024. Investors in this segment clearly outperformed the DAX 40 index. Due to the geopolitical situation and a redefined EU security policy, investors have rediscovered the sector. NATO member states are being called upon by the US to strictly adhere to or further increase their percentage of gross domestic product invested in defense. Donald Trump, who may return, wants to deny renegade allies the backing of the US in an emergency. Although nobody believes in this scenario, the announcement has had the effect that orders for new armaments technology have reached a new all-time high. Which shares are still in focus?
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