Mining
Commented by Juliane Zielonka on November 23rd, 2023 | 07:20 CET
Saturn Oil + Gas, Rheinmetall, Bayer - Energy, Defense, Healthcare: Where short-term returns await
In Germany, the federal government put its spending on hold, a day after the Federal Constitutional Court ruled that the reallocation of EUR 60 billion of unused debt from the pandemic era to the Energy and Climate Fund was unlawful. Europe's largest economy is shrinking due to rising energy prices and trade tensions. At the same time, North America, with stable oil companies such as Saturn Oil & Gas, presents an attractive investment opportunity for investors. Rheinmetall is experiencing a target price high of EUR 370 and flirting with long-term prospects in the US. At the same time, Bayer grapples with legal challenges and the failure of the blood thinner 'asundexian'. We look at where an investment may be worthwhile now.
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Commented by Stefan Feulner on November 23rd, 2023 | 07:10 CET
Significant events at TeamViewer, Power Nickel and Nordex
Global stock markets continue to head north and find themselves in the midst of a year-end rally despite the uncertainties in geopolitics. This rally is likely fueled by the ongoing easing on the interest rate front. The DAX, Germany's leading index, remains close to the critical 16,000-point mark. In addition, technology companies that have corrected sharply in recent months will likely face a sharp wave of recovery.
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Commented by André Will-Laudien on November 22nd, 2023 | 07:30 CET
Black Week in the energy sector: Short hydrogen - Long oil! Shell, BP, Prospera Energy, and Plug Power under the microscope
It sounds ambitious! To completely restructure Europe's energy supply, the European Union would need to invest a good EUR 300 billion in alternative energy sources, infrastructure and raw material supply contracts by 2030. As of 2021, Germany alone was importing 45% of its fossil fuels from Russia, which had been a valued partner until then. After the start of the war in Ukraine, this long-standing business partner was removed from the list. However, this also means that the very cheap sources are no longer accessible for Central Europe. Therefore, electricity, heating and mobility prices will remain high while public coffers are empty. Shareholders who bet on Greentech have to endure a crash in the hydrogen sector while fossil fuels are experiencing a renaissance. Where are the medium-term opportunities?
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Commented by Armin Schulz on November 22nd, 2023 | 07:10 CET
Siemens Energy, Almonty Industries, BASF - Rebound underway, where is it worth getting in?
At the end of October, the mood among investors was gloomy. Many indices were under pressure and had lost more than 10% of their value. Since October 28, the mood has changed, and the markets have rallied significantly. One of the reasons is undoubtedly the Fed's interest rate pause. After three weeks on the upswing, the indices are approaching new highs. Nevertheless, there are still stocks that have not yet been able to benefit from the upward trend. We have picked out three interesting stocks that offer plenty of long-term potential.
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Commented by André Will-Laudien on November 21st, 2023 | 07:15 CET
Attention: New battery technology in demand! Freyr Battery, Manuka Resources, Varta and IBU-tec in focus
Despite all ecological reservations, the electrified future is advancing. In an effort to combat climate change, politicians have decided on the complete electrification of the future. The plan to entirely displace fossil fuels will lead many countries into a new economic dimension that will outperform conventional economies for a long time. However, a beautiful, new world must be economically affordable. This requires significant technological advancement and a tremendous amount of money for the transformation; ideological thinking helps little in this regard. Central Europe, in particular, is an importer of raw materials and energy and is a long way from setting world-changing parameters. However, since everything has already been decided in Berlin, millions of batteries and stationary energy storage systems are now needed for the green transformation. The key here is access to the critical metals of the future. These strategic decisions are being evaluated in the stock market. It is worth doing the math.
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Commented by André Will-Laudien on November 20th, 2023 | 07:10 CET
Furious debt mania, a thorough portfolio check is necessary! Allianz, Blackrock Silver, Deutsche Bank and Commerzbank in focus!
From one high to the next - it is not just equities that are booming in Europe, the US and China; it is mainly debt. First Corona, then Ukraine, now Israel - there is no end to the flood of borrowing. Armaments are now being financed on credit, while the accompanying recession is draining the coffers. Real estate is becoming a hot topic: New builds are hardly affordable for families, and old buildings are swallowing up thousands of euros in green-tinted renovation costs. The Federal Constitutional Court has now put a retroactive stop to the creative spending culture in Berlin, and a new budget plan is necessary. Keeping a clear head as an investor in this environment is challenging. We look at the opportunities in the financial sector, but perhaps precious metals will also be the anchor that saves the day.
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Commented by Stefan Feulner on November 20th, 2023 | 07:00 CET
There is clearly room for improvement here - Volkswagen, Globex Mining, Siemens Energy
After the corrections of recent weeks, the bulls have regained the sceptre. Despite the uncertain geopolitical situation and supported by an easing interest rate front, technology stocks were also able to recover significantly from their recent lows for the year. In addition, Germany's leading index, the DAX, knocked on the psychologically important 16,000-point mark. Overcoming this level will likely result in an attack on the all-time high at 16,532 points still within this stock market year.
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Commented by Juliane Zielonka on November 17th, 2023 | 07:00 CET
Manuka Resources, BYD, Nvidia - Precious metals, electronics and AI - these investments are red hot
Electromobility is a driver for silver, which is indispensable in batteries, especially in electric cars, due to its high conductivity. Manuka Resources is an exciting investment candidate here with various projects Down Under. China's automotive giant BYD is expanding its European business amid strong competition and market exhaustion domestically. However, the Company criticizes the EU's business practices, especially the negative impact of the unbundling strategy on Chinese companies. But BYD has good prospects. Two heavyweights in the investment scene have now joined Nvidia. Read here what this means for investors.
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Commented by Juliane Zielonka on November 16th, 2023 | 07:30 CET
Desert Gold, Nordex, RWE: Gold and wind energy as solid investments: Portfolio diversification for sustainable growth
At first glance, gold and wind energy may appear to be complementary, but they have surprising connections. While gold is considered a 'safe haven' and investment, the increasing importance of renewable energies, such as wind power, is impacting the global energy market. Desert Gold is an experienced explorer with a 440 sq km gold property in West Africa, with 20 gold zones that may contain promising precious metal deposits. Wind turbine manufacturer Nordex impresses with solid business in the third quarter. RWE, as a global player, appears to be one step ahead with its offshore wind projects. Find out here why both investments can be worthwhile.
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Commented by Fabian Lorenz on November 15th, 2023 | 06:55 CET
Insider alert at Nel ASA, Freyr Battery reassures shareholders, and Blackrock Silver doubles its resource
Interesting news from Nel. For the first time in many months, insider buying has been reported. Could this signal a turnaround? Following its quarterly figures and the news from industry peer Plug Power, the Nel share fell to a new multi-year low. Yesterday, it sent out a sign of life. Freyr Battery is also sending such a signal. The management of the battery hopeful from Norway addressed shareholders in a letter following alarming news and explained the situation. In contrast, Blackrock Silver is currently doing exceptionally well. The estimate for the gold and silver resources of the flagship project has more than doubled. Which share will achieve the turnaround?
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