Mining
Commented by André Will-Laudien on June 14th, 2023 | 07:20 CEST
Despite the heat pump - uranium is in demand as never before! Rheinmetall, GoviEx Uranium, Palantir, C3.ai
Like a prayer wheel, green political ideas are raining down on the German industrial landscape - no more nuclear energy, but instead coal and gas. Historically high energy prices are to be accepted, even though wholesale prices are already below pre-war levels again and the energy mix is supposedly fed by more than 50% renewable energy. Because no one knows what the future holds for all this, major investment decisions by industry are now going against Germany. VW is investing EUR 10 billion in Spain, and BASF is doing the same in China. Valuable jobs that will no longer exist in Germany in the foreseeable future. What should investors keep an eye on to create at least sunny prospects in their portfolios?
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Commented by Armin Schulz on June 13th, 2023 | 07:50 CEST
Standard Lithium, Grid Metals, Volkswagen - Lithium is essential for electromobility
Electric vehicle sales continue to outpace sales expectations, driving demand for lithium, nickel and other battery raw materials. At the same time, the supply of these raw materials faces challenges, including technical problems with new types of lithium deposits, permitting procedures and social issues. This situation could lead to a 5-6 year opportunity for sustained higher lithium prices. First-to-market projects can achieve significant market valuation, so companies are focused on rapid implementation and revenue generation. We, therefore, look at two lithium companies and examine how Volkswagen plans to address the challenges in procurement.
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Commented by André Will-Laudien on June 13th, 2023 | 07:00 CEST
More than 100% with energy storage! Varta and Plug Power curious, BYD and Power Nickel mix up the battery sector!
There you go! In the last trading week, Varta and Plug Power turned up the heat and posted a price gain of almost 20%. After a long sell-off, this is the first technical rebound of the Fallen Angels. Long-term investors are wondering if there has been a fundamental change. Momentum traders are not interested in balance sheets, because rising prices attract buyers. We look at the shaken energy storage sector. Are there arguments for a buyback?
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Commented by André Will-Laudien on June 12th, 2023 | 07:30 CEST
US debt limit suspended - Opportunity for gold: Uniper, Desert Gold, TUI - Turnaround within reach!
Shortly before the "bankruptcy" of the USA, Democrats and Republicans agreed to suspend the debt brake until mid-2025. Joe Biden explicitly praised the compromise - the Republicans, however, are in a less good mood, fearing a continuation of excessive spending, continued high inflation and too little pressure for massive budget cuts. After the House of Representatives, the Senate also voted at the last minute to suspend the statutory limit until mid-2025. In return, cuts in government spending of USD 800 billion over the next two years have been put on the table, but they are yet to be specified. What are the precious metals doing in this environment?
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Commented by Juliane Zielonka on June 8th, 2023 | 07:00 CEST
Saturn Oil + Gas, Apple, Volkswagen - Technological breakthroughs and sustainability strategies for an innovative industry
An exciting weekend in Troisdorf brought together renowned investors, celebrities and tennis enthusiasts to experience the exciting matches of the Saturn Oil Open ATP Challenger Tour. During the event, there was an opportunity for discussions on the groundbreaking developments at Saturn Oil & Gas. The Canadian company, listed on the Frankfurt Stock Exchange, recorded outstanding success in the first quarter of 2023 following the acquisition of Ridgeback Resources. On the other side of the globe, Apple presents its groundbreaking mixed VR set, "Apple Vision Pro", with augmented reality and innovative hand control, offering users a fascinating virtual experience. Volkswagen, on the other hand, is restructuring its production in China to meet the growing demand in the field of electric vehicles. These developments are shaping the future of these companies and driving innovation as they face the challenges of modern times.
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Commented by Armin Schulz on June 7th, 2023 | 09:15 CEST
Barrick Gold, Defiance Silver, and First Majestic Silver - Precious metals in focus after the fall of the debt ceiling
The US has decided to suspend its debt ceiling until 2025. The markets reacted happily to this news and marked new highs for the year. But is this decision really a good thing? It took the US over 200 years to reach USD 2 trillion in debt. Now it will add 2 trillion every 18 months. With higher interest rates, refinancing this debt could lead to a financial crisis. Will fiat money still be worth much then? Chances are good that the price of gold and silver will be driven up further in this way. We, therefore, take a look at three gold and silver companies.
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Commented by Stefan Feulner on June 7th, 2023 | 08:45 CEST
BYD, Globex Mining, First Hydrogen - Breakthrough results
Despite all the prophecies of doom, the world's stock markets are continuing their upward trend; neither the strict monetary policy of the central banks nor the geopolitical uncertainties have slowed them down so far. Among individual stocks, several companies have reported positive surprises in recent weeks, which should lead to further price increases in the long term. Due to the general correction in recent months, there are attractive entry opportunities, especially in the technology and mining sectors.
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Commented by Nico Popp on June 7th, 2023 | 08:45 CEST
Buy (concrete) gold below value: Vonovia, Aroundtown, Desert Gold
Real estate was the Germans' favourite asset class for years - until the interest rate hammer came. In the meantime, prices for many residential properties have fallen back. There was simply hardly any demand left. Here we explain why the shares of real estate companies are still under pressure and which asset class could soon overtake real estate.
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Commented by Fabian Lorenz on June 7th, 2023 | 08:00 CEST
Commodity shares with price potential: Bayer, K+S, and Almonty Industries in the analyst check
There are no signs of a deep recession in the US at the moment, which is positive for commodity prices and the corresponding companies. What do analysts say? They see a price potential of over 170% for tungsten producer Almonty Industries. With the commissioning of the flagship mine in South Korea, revenues and profits should increase strongly from 2024. After K+S earned brilliantly last year, there is a lack of positive impulses this year. Several analysts have spoken out. Can the DAX-listed company make gains again? At Bayer, the euphoria surrounding the change in the board of directors has faded, and the share price is almost back to where it was at the beginning of the year. But analysts see significant upside potential.
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Commented by André Will-Laudien on June 6th, 2023 | 07:45 CEST
Climate Crisis: Copper is the new oil! BYD, Orestone Mining, Ford, Nio - 100% acceleration in Greentech
At the beginning of May, analysts at Bank of America declared a new "super cycle" for basic and raw materials. What they mean by this is that a whole series of important materials will be in great short supply for years. The prime example is the red metal copper. The price of the industrial metal has almost doubled in the past 12 months. It is currently quoted at around USD 8,350 per tonne, not far from the historic high of USD 10,750. During the pandemic, the metal briefly fell to USD 4,500. Currently, however, forecasts are once again pointing upwards. Bank of America expects the price to more than double again to around USD 18,000 in the next three years. We take a look at some hot stocks.
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