Oil
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!
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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.
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Commented by Stefan Feulner on November 26th, 2024 | 07:25 CET
Qualcomm, Saturn Oil + Gas, MARA Holdings – Expansion in focus
Bitcoin exploded after the rapid conclusion of the US election and the victory of Republican candidate Donald Trump. Besides the fact that the old and new president is considered Bitcoin-friendly, it is also well-known that he holds little regard for renewable energies. Instead, he plans to further promote the domestic oil and gas industry. While crude oil remains in a correction phase, this sector presents intriguing companies that could benefit long-term from a resurgence in oil prices.
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Commented by Fabian Lorenz on November 20th, 2024 | 08:15 CET
Takeover battle and soaring profits! Evotec, Bayer, Saturn Oil + Gas
A bombshell announcement came from Evotec late last week. US biotech company Halozyme Therapeutics is offering EUR 11 per Evotec share. Evotec was not informed in advance and seems to be preparing to fend off the takeover. Analysts believe the share price has moved far away from its fundamental value. So, should investors sell the stock now? Experts suggest investors should buy shares of Saturn Oil & Gas. The mid-sized oil producer from Canada is expected to be among the winners under the upcoming Trump administration and will likely soon be paying an attractive dividend. The stock has clear catch-up potential. Meanwhile, analysts are significantly reducing the target price for Bayer. Is there a chance of a turnaround at the agricultural and pharmaceutical giant?
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Commented by Stefan Feulner on November 4th, 2024 | 07:00 CET
Exxon, F3 Uranium and JinkoSolar with tailwinds
The past trading week was marked by high volatility as the tech giants released their third-quarter results. Given the still unresolved election in the United States, it is unlikely that the volatility will subside soon. Investors should, therefore, prepare themselves for another rollercoaster ride on the markets until a final election result is confirmed.
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Commented by André Will-Laudien on October 28th, 2024 | 07:15 CET
The US election fever is boosting stocks! Mercedes, VW, Saturn Oil + Gas, Lufthansa and TUI are all incredibly cheap!
The stock market is booming! While the NASDAQ has established itself with P/E ratios above 30, the German stock market shows historically low valuations. Europe is in crisis, which is depressing valuations. As a result, international funds now have an overwhelming share of US stocks. For example, the well-known MSCI World: 72% of the index comprises US stocks, with the "Magnificent Seven" now accounting for around 20% of the list. For investors who are invested in these stocks, it has been a long celebration – but right before the US election, it also poses a significant concentration risk. It may be time to rethink, take profits from the top stocks, and consider a value-oriented portfolio with single-digit P/E ratios.
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Commented by Armin Schulz on October 23rd, 2024 | 07:15 CEST
BP, Saturn Oil + Gas, Shell - Benefiting from the escalating crisis in the Middle East
The recent geopolitical tensions in the Middle East have sparked significant global economic concern. A large-scale missile attack by Iran on Israel triggered speculation about possible retaliation, sending oil prices soaring. However, Israel's announcement that it would spare Iran's oil sector calmed the markets. Meanwhile, China's economic stimulus raised hopes for increased oil demand, though disappointing summer vacation figures fueled economic concerns. In the background, OPEC+ is discussing production adjustments to respond to possible Iranian shortfalls. This is reason enough to take a closer look at three oil producers.
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Commented by Stefan Feulner on October 8th, 2024 | 09:30 CEST
Rio Tinto, Saturn Oil + Gas, BP - Insiders are taking advantage of the commodities correction
Concerns about the economy and even fears of a recession have caused the prices of most commodities to collapse in recent months. The price of lithium, a critical metal for the energy transition, dropped by around 90%. The oil market also saw drastic price declines despite geopolitical uncertainties in the Middle East. Insiders agree that demand for both critical metals and black gold should pick up again, and they are going on a buying spree to be prepared for the subsequent upturn.
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Commented by Fabian Lorenz on October 2nd, 2024 | 07:30 CEST
50% upside potential and more! TUI, BASF, Saturn Oil + Gas
Is BASF a buy after the strategy change? Yes, say the analysts at DZ Bank. The dividend cut is considered the right move, and the stock has around 20% upside potential. Analysts see more than 50% upside potential at Saturn Oil & Gas. The Company was recently named the fastest-growing oil company in Canada for the second time. It is rare to see such a growth champion also praised as a value play, making the stock worth a closer look. And what about TUI? The stock is struggling with the EUR 7 mark, but Deutsche Bank sees upside potential.
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Commented by Armin Schulz on October 1st, 2024 | 07:30 CEST
BP, Globex Mining, Palantir – Energy, raw materials, and data are economic drivers
In today's global economy, energy, raw materials, and data are among the most essential goods, forming the backbone of our industries and services. Energy drives the production machines and digital infrastructure, while raw materials provide the critical building blocks for almost all physical products. At the same time, data is becoming increasingly strategic due to digitalization and increasing connectivity, providing valuable insights and decision-making tools. Therefore, the security, efficient use, and sustainable management of these resources are crucial for economic growth and technological progress in an increasingly interconnected world.
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