Mining
Commented by Armin Schulz on August 1st, 2022 | 13:05 CEST
Barrick Gold, Tocvan Ventures, Newmont - Gold stocks facing a renaissance?
The strong dollar has weighed on the gold price in recent weeks. However, the strength of the US dollar is rather a weakness of the euro. While the FED raised interest rates to fight inflation, the ECB hesitated. While the ECB recently raised interest rates by 50 basis points, it was 75 in the US. In addition, the energy crisis in Europe, especially Germany, is putting additional pressure on the euro. For US exports, this is not good news. Therefore, the markets gratefully accepted Jerome Powell's statements. The chairman of the FED wants to slow down the pace of interest rate increases. The gold price also jumped in response. We look at three companies that should benefit from a rising gold price.
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Commented by Juliane Zielonka on July 29th, 2022 | 12:22 CEST
Erin Ventures, Uniper, BASF - How business continues to grow outside Germany
Old hands in the market like BASF are in a strong transformation process. Russia's war of aggression in Ukraine has put the energy supply from gas on the line. But global players like the Ludwigshafen-based company already have a plan B, to the delight of shareholders. The situation is very different at Uniper AG. Here, the great dependence on Russian gas supplies and the expensive world market contracts that the Company had to conclude brought Germany's largest gas supplier to the brink of bankruptcy in recent weeks. The German government is spending EUR 15 billion to keep the Company afloat. At the taxpayer's expense. Erin Ventures shows where it is really worth investing now with the Element Boron.
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Commented by André Will-Laudien on July 29th, 2022 | 09:57 CEST
Inflation, gold and silver - The pot is bubbling: Barrick Gold, Manuka Resources, First Majestic, Standard Lithium
The set-up for rising precious metals could not be better at the moment. Due to the enormous price surges for energy and technical equipment, the operating costs of mines are increasing, and exploration is also becoming more expensive. In the medium term, this should lead to declining production in the precious metals sector, especially since prices have been falling significantly for some time. However, physical availability is not given at the low spot prices, as an ounce of silver is currently still traded between EUR 23 and EUR 28. The converted spot price would be around EUR 19. We have interesting commodity stocks in focus.
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Commented by Fabian Lorenz on July 28th, 2022 | 14:39 CEST
Is Elon Musk making a move on Standard Lithium? News from Newmont and Tocvan Ventures
The sentiment of investors in lithium and gold stocks could hardly be more different at the moment. Shares such as Standard Lithium and Livent are recovering significantly from their interim phase of weakness. The entire sector is benefiting from positive comments by Tesla founder Elon Musk. There is also speculation that the wealthiest man in the world could take a stake in Standard Lithium. It would make perfect sense for Tesla. In contrast, all hope seems to be fading in the gold sector. Heavyweights like Barrick Gold and Newmont are trading near 52-week lows. The latest setback was Newmont's numbers. However, the dividend yield is now tempting, and there are also positives from the gold sector. Canadian explorer Tocvan Ventures reported convincing drill results.
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Commented by Carsten Mainitz on July 28th, 2022 | 11:58 CEST
BYD, Almonty Industries, BASF - Positive analyst opinions
The first half of the current stock market year brought heavy losses due to political and economic uncertainties. For the leading American index, the S&P 500, this led to the most significant price correction since the 1970s. In Germany, the DAX 40 lost around 20% of its value. Investors are now eagerly awaiting the second quarter results. In addition to Deutsche Bank, carmaker Mercedes-Benz also posted surprisingly good results. The chemical company BASF is also more confident despite the existing gas crisis.
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Commented by Mario Hose on July 28th, 2022 | 05:30 CEST
Almonty Industries CEO Lewis Black on the global dependence on China
Lewis Black is the CEO of Almonty Industries and has over 15 years of experience in the mining industry. The company is specialized in acquiring operations and assets in tungsten markets. Tungsten is one of the critical raw materials and with this in mind, Almonty's work is of importance to many different processing industries around the globe. In the current tense situation in connection with supply chain issues and sanctions as well as environmental protection requirements, the company is increasingly coming into focus.
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Commented by Fabian Lorenz on June 29th, 2022 | 12:18 CEST
Buy or sell? Nel, Zalando, Aspermont under analyst review
After the heavy losses of the past months, a countermovement seems to be starting at the moment. Whether this will turn into a real summer rally remains to be seen. Buy or sell is the question. Analysts see a price potential of over 50% for Nel ASA. Even though competition from China and India is increasing. Aspermont also appears attractive at the current price level. The latest quarterly figures were positive, and the positioning of the small-cap in the booming commodities sector is promising. At Zalando, analysts react to the profit warning, and the price targets are significantly reduced. Nevertheless, some advise buying the online fashion retailer, but not everyone.
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Commented by Nico Popp on June 14th, 2022 | 12:26 CEST
Unheeded crisis signals! What is next: BioNTech, Lufthansa, Triumph Gold
There are always comeback stocks on the stock market. The airports are full of travellers who are being drawn to distant countries. So the tourism industry, and airlines too, could almost strap themselves in for a comeback. If only it weren't for the new BA.5 virus variant, which has infected large parts of the population in Portugal within a very short time. It seems investors have to choose between travel stocks and pandemic stocks when looking for comeback stocks - or is there a laughing third party?
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Commented by Nico Popp on June 14th, 2022 | 11:06 CEST
These are the stocks where the action is: TUI, Globex Mining, Varta
Which stocks are hot right now? These days we are experiencing a real boost in many areas. People are rushing outside, flocking to festivals and flying off on vacation again. The normality of 2019 may just be good enough for the 2022 vacation season. But initial warnings of a pandemic comeback are unsettling investors. We present three stocks from different sectors and explain why they could be booming right now.
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Commented by Fabian Lorenz on June 9th, 2022 | 11:19 CEST
Shares of Nel ASA, BP, BASF and Saturn Oil + Gas: Goldman bullish on oil price
Good news for oil producers such as BP, ExxonMobil and Saturn Oil & Gas: Goldman Sachs has raised its oil price forecasts and expects prices to remain high. The price target for Brent crude was raised from USD 125 to USD 140 per barrel. The reasons given for this are unresolved structural bottlenecks. The oil giant ExxonMobil shot up to a new all-time high in the wake of the news. For Saturn Oil & Gas, a takeover has come at the right time. The Canadian producer wants to double its production again. Nel is also likely to benefit, as the high prices for fossil energies are making it easier to switch to renewables. For BASF, however, the Goldman forecast is bad news, but analysts see considerable upside potential.
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