Mining
Commented by Armin Schulz on December 11th, 2024 | 07:30 CET
Super Micro Computer, Power Nickel, Renk – Cash in on megatrends
Global megatrends such as artificial intelligence, raw materials for green technologies, and defense technologies are fundamentally changing markets and societies – and offering enormous opportunities for investors. Companies that address these trends early on can grow disproportionately in the long term and generate significant returns for their shareholders. These technologies are not only shaping the future but also driving the performance of tomorrow's stock market stars. We look at three companies that are benefiting from these megatrends.
Read
Commented by André Will-Laudien on December 11th, 2024 | 07:15 CET
DAX 25,000 and gold at 3,500 next year? Position now with Lufthansa, TUI, Desert Gold, and Barrick Gold
After an extensive stock rally in 2024, many investors are wondering what the New Year 2025 will bring in terms of investments. Hopes are resting, on the one hand, on the upcoming conservative government changes in the US and Germany. There is great confidence in a new supply-side industrial policy flanked by further interest rate reduction measures. Deregulation of bureaucracy and tax relief could usher in a new era of corporate profitability, especially in Germany. This might eventually lead to the return of foreign investments and job creation, replacing the red-green visions of a carbon-neutral 28-hour workweek with full pay. We provide some insights on where and how profits might flow again.
Read
Commented by Fabian Lorenz on December 10th, 2024 | 07:15 CET
HIGHFLYER stocks with upside potential: Renk, TUI, Almonty Industries
The current year has seen the beginning of a revaluation of Almonty Industries. The tungsten producer's stock has already gained more than 50%. If analysts have their way, it could gain another 250%. According to analysts, there could still be over 250% upside potential, as the Company is on the verge of a revenue and profit surge with the opening of a mega-mine. The TUI share has finally jumped above the EUR 8 mark. Driven by statements about a strong summer season in 2025, there is room for further growth. At its IPO, Renk was sold as a high-flyer in the defense sector. While the Company has yet to live up to these high expectations, analysts see over 50% price potential.
Read
Commented by André Will-Laudien on December 9th, 2024 | 07:15 CET
DAX 20,400 – Year-end rally underway! 100% opportunities are still lurking at Shell, BP, Saturn Oil + Gas, Nel ASA, and Plug Power
All EU countries have ramped up their alternative energy production in recent years. In particular, countries like Germany achieved a 65% share of electricity from renewable sources in the first half of 2024, with wind and solar as the main drivers of growth. However, the conflict in Ukraine since 2022 has now jeopardized the achievement of the 2050 targets more than ever because the lack of affordable fossil gas is threatening the transformation of the economy. The rising gas prices of recent weeks have awakened bad memories of 2022 among European energy traders and politicians alike. When the continent was in a rush to end its dependence on Russian gas, prices had already risen by 400%. The energy sector offers great opportunities – timing is of the essence!
Read
Commented by André Will-Laudien on December 5th, 2024 | 08:50 CET
Copper shortage, Crypto, and a hunger for energy! What is in store for Super Micro Computer, MicroStrategy, SAP and XXIX Metal Corp. in 2025?
Sharp increases in energy commodities are hindering electrification projects. Copper is indispensable for these initiatives and will become one of the key resources driving innovation in the coming years. Without the red metal, electric motors cannot be built and huge amounts of electricity cannot be transported over land. Copper is also a critical component in designing a completely new energy infrastructure. Trends such as Web 3.0, high-performance computing, cloud computing, and artificial intelligence are further exacerbating the energy shortage. Significant demand increases are expected in China and India, whose resource hunger impacts the entire planet. The race against time is already in its third round; new copper deposits must be developed urgently! Which stocks are at the forefront?
Read
Commented by André Will-Laudien on December 5th, 2024 | 07:40 CET
Portfolio Rockets for 2025! Nel ASA, F3 Uranium, Renk, Rheinmetall and Hensoldt in focus
For many investors, this year's stock market felt like a warm rain. High-tech, AI, and defense stocks reached new all-time highs, thus gilding the returns of risk-conscious portfolios. However, even with the DAX 40 index constantly setting new all-time highs, there were only 34% winning stocks in Germany compared to 66% losing stocks. The market's rally has been highly selective, driven by just a few names. This makes it all the more important to identify dormant portfolio risks, regroup, and build a lineup poised to deliver strong returns in 2025. Here are some suggestions to consider.
Read
Commented by Juliane Zielonka on December 5th, 2024 | 07:20 CET
Technological change and raw materials: Rheinmetall expands virtual training, Almonty plans breakthrough, Intel stumbles
The technology sector is going through turbulent times: the German defense contractor Rheinmetall is setting new standards in military training with virtual reality technology. The simulator, developed in collaboration with Hologate, can generate acceleration forces corresponding to twice the force of gravity. This makes training for military drivers feel incredibly realistic. Away from the tech giants, Canadian mining company Almonty Industries is preparing a strategic coup in South Korea: its Sangdong mine, equipped with state-of-the-art grinding equipment from Finnish company Metso, could soon break China's 80% dominance of the global tungsten market and become an important alternative source for the high-tech and defense industries. Chip giant Intel, on the other hand, is struggling to find its place in the AI boom after the surprising resignation of its CEO. In the third quarter of 2024 alone, the Company recorded a loss of USD 16.6 billion.
Read
Commented by Armin Schulz on December 4th, 2024 | 07:00 CET
JinkoSolar, Myriad Uranium, Plug Power – How the energy crisis can be solved
During the recent dark doldrums in Germany at the beginning of November 2024, the challenge of driving forward the energy transition exclusively with renewable sources once again became clear. Days with minimal wind and solar power production forced the country to rely heavily on fossil fuel power plants and expensive electricity imports. At the same time, energy demand is growing rapidly due to factors like electric mobility, digitalization, and industrial transformation. Given these dynamics, the debate over CO2-neutral, baseload-capable nuclear power plants is coming back into focus. Unlike wind and solar energy, these nuclear power plants provide reliable electricity and could make a decisive contribution to ensuring energy supply while meeting climate targets. We look at three companies and analyze what it takes to make these technologies a success.
Read
Commented by Armin Schulz on December 3rd, 2024 | 07:20 CET
Deutsche Telekom, Saturn Oil + Gas, and Rheinmetall – Succeeding despite the economic crisis!
While geopolitical tensions, high inflation rates, and economic uncertainties are shaking markets worldwide, some companies are defying the adverse conditions and demonstrating impressive growth. How do these companies manage to hold their ground in a seemingly constant storm and even increase their revenues and profits? Is it smart strategies, bold innovations, or simply adaptability that set them apart from the competition? This article takes a look at the success factors of three companies that are emerging as winners despite the most challenging of conditions.
Read
Commented by André Will-Laudien on December 3rd, 2024 | 07:10 CET
Year-end rally: DAX high, Bitcoin, or gold? SMCI, Thunder Gold, Dell and SAP under the microscope
December begins as November ended: New highs on the DAX, high-tech stocks remain in demand, and Bitcoin and gold are consolidating slightly. With only 16 trading days left, now is the time to find the right portfolio structure for 2025. Despite unbridled investor optimism, next year could see a sector rotation that causes the overbought stocks to consolidate and brings long-neglected stocks to the forefront. At Super Micro Computer, many uncertainties are now being put into perspective. Its partner, Nvidia, has not been able to report any new highs since the Q3 figures. On the other hand, SAP is enjoying record growth, having seen one of the strongest rebounds since its founding. What happens now? Here are some ideas for risk-conscious investors.
Read