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Commented by André Will-Laudien on April 20th, 2022 | 14:01 CEST

Rheinmetall, thyssenkrupp, Defense Metals: The scarce metals matter!

  • RareEarths
  • armaments

Some companies have been in the international spotlight since the outbreak of the Ukraine crisis. This is primarily because they are seen as having an important role in resolving and ending the armed conflict. It is generally assumed that the Ukrainian people can only free themselves from Russia's grip with international support. Thus, it is perfectly legitimate to make investments where no need has been seen in recent years. The peace dividend that has been withheld for years is likely now coming back into circulation - the Ministry of Defense is now rearming after years of consolidation! Who can profit from these orders?

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Commented by Nico Popp on April 15th, 2022 | 11:58 CEST

Regionalization as an investment idea: BYD, Defense Metals, Rheinmetall

  • RareEarths
  • armaments

The peace dividend has been depleted. For years, Europe imagined itself in a world without wars. Interdependence and joint trade were supposed to create a world order that would provide stability and balance. But for the past fifteen years or so, this concept has not been running smoothly. First, Putin set foot in Georgia, and later, he annexed Crimea. Since February, it has been clear even to the German government that peace and security will have to be worked hard for again. At the same time, as climate change necessitates action, the world is facing change. We highlight three stocks that could benefit.

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Commented by Armin Schulz on April 4th, 2022 | 12:21 CEST

BASF, Defense Metals, Rheinmetall - Shares that depend on rare earths

  • RareEarths
  • armaments

The Ukraine crisis has shown us how dependent we are on Russian energy imports. The German government now wants to step on the gas pedal even more for renewable energies. The problem is that new technologies such as electric vehicles or wind turbines almost always require rare earths. But rare earths are not only needed there; the defense industry needs these raw materials to optimize steel or as magnets in a wide variety of weapons technologies. But rare earths are also present in the household, in smartphones, notebooks and many other technological devices. Today we take a look at three companies around rare earths.

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Commented by Carsten Mainitz on March 25th, 2022 | 13:13 CET

Defense Metals, Hensoldt, Rheinmetall - Special boom for the defense industry

  • RareEarths
  • armaments

The war in Ukraine is giving the defense industry more weight. But what is the focus? Defense, deterrence, or war of aggression? The shares of industry representatives have recently benefited significantly from higher defense budgets and orders. What one thinks of this from a moral point of view is another matter. On a more sober note, stronger demand and earnings growth lay the groundwork for higher share prices.

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Commented by Fabian Lorenz on March 15th, 2022 | 11:56 CET

Nordex, K+S, Defense Metals: Shares for the "inflationary shock"?

  • RareEarths
  • Inflation

Russia's war in Ukraine is causing massive dislocations in the commodity markets. Not only for oil and gas but also for metals and agricultural commodities. The consequences are clear: Everything is getting more expensive. At the same time, resources outside Russia and China are becoming strategically more important. That speaks in favor of the German potash producer K+S. However, the share has already done very well, with analysts issuing warnings. The situation is different for Defense Metals. The Canadian rare earth explorer is described as an "undiscovered pearl" with takeover fantasy. In the meantime, renewable energy must also be called a commodity. Nordex benefits from this and receives tailwinds from analysts. But, there are also problems at the wind turbine manufacturer, and these need to be solved.

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Commented by Juliane Zielonka on March 10th, 2022 | 12:04 CET

Defense Metals, Gazprom, ThyssenKrupp - Winners and losers

  • Defense
  • RareEarths
  • Military
  • Oil
  • Gas
  • Steel

A brave Ukrainian woman hunts down a Russian drone - with a well-aimed throw through a jar of pickled tomatoes. For defense, every means is justified. But there is also a more strategic way to invest in companies that supply raw materials for military technology - and without conflict for investors with a sense of justice. The German economy, on the other hand, could be in for a real shock if Gazprom makes good on its threats and shuts down Nord Stream 1 as a result of the sanctions. Germany is one of the biggest buyers of Russian gas. ThyssenKrupp is also benefiting from the current situation. It becomes quite clear what the Group is really gaining from right now.

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Commented by Juliane Zielonka on March 2nd, 2022 | 11:35 CET

Defense Metals Shell Lukoil - Commodity investments without contact debt

  • RareEarths

Until now, China seemed to be a top dog among rare earths. But its position in the Russia-Ukraine conflict is unclear. Therefore, it seems all the more valuable to discover countries that also produce rare earths, such as Canada. These days, people are looking very closely at who is on which side. This week, for example, Shell cut ties with Gazprom. But at the Russian energy giant Lukoil, one of them does not want to leave his post - and thus immediately endangers his entire country...

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Commented by André Will-Laudien on February 25th, 2022 | 11:21 CET

Gazprom, Sberbank, Defense Metals, Airbus: Buy when the cannons thunder!

  • RareEarths

The Ukraine crisis, or rather the Russia crisis, pulls its circles. The Putin case escalates more and more because the Russian president recognizes the eastern Ukrainian "separatist areas" of Donetsk and Luhansk as autonomous regions. A familiar tactics game of the Kremlin and at the same time an affront to the West. The EU and the US, as well as Great Britain and other states, are responding with sanctions. These hit several sectors - including banks and companies as well as Russian elites and families who support Putin's power apparatus. So far, trading in Russian stocks has not been sanctioned, creating low entry prices. We give a few important tips away from politics!

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Commented by Armin Schulz on February 14th, 2022 | 11:56 CET

ThyssenKrupp, Defense Metals, Mercedes-Benz Group - Is war coming now?

  • RareEarths

The situation around Ukraine is coming to a head. Last Friday, US citizens were called upon to leave Ukraine immediately. US intelligence services suspect that Russia's invasion could be imminent as early as next Wednesday. Stock markets fell in response. But will Russia really start a war? That remains to be seen, but it is clear that war is also an economic engine, despite the suffering it causes. The defense industry needs rare earths, as does the steel and automotive industries. We highlight three companies around rare earths.

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Commented by Nico Popp on February 9th, 2022 | 10:31 CET

Varta, Defense Metals, BYD: What does Tesla need more urgently?

  • RareEarths

The future of mobility is electric. But which companies will ultimately come out on top? Currently, battery manufacturers and suppliers of preliminary products are developing innovative solutions. At the same time, supposed market experts preach that China is dominant in electromobility anyway. So how should we invest? We take a closer look at three stocks for you.

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