RareEarths
Commented by Carsten Mainitz on September 6th, 2021 | 10:44 CEST
Defense Metals, Nordex, Rheinmetall - These shares benefit from megatrends!
Rising corporate profits are an understandable driver for higher share prices. Therefore, positioning with stocks in sectors or with business models that benefit from long-term (mega) trends is a smart move. Renewable energies, electromobility, various areas of technology and rare earths are fields that will continue to grow significantly in the medium term. With the shares presented, you can profit from this.
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Commented by Stefan Feulner on September 3rd, 2021 | 10:39 CEST
Strong performance by Nel ASA, Defense Metals and JinkoSolar
The German parliamentary elections are on September 26. Climate protection is at the center of most political parties' election programs. The Greens are going out on a limb, aiming to achieve CO2 neutrality as early as 2035. However, it seems more than questionable whether these ambitious promises can actually be put into practice. The scarcity of raw materials such as copper, lithium and rare earth metals means a wide gap between aspiration and reality.
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Commented by Nico Popp on August 23rd, 2021 | 11:03 CEST
Rheinmetall, Defense Metals, NEL: What can work in this market
The current events in Afghanistan show that countries will have to invest in their defense in the future in order to meet geostrategic requirements. Currently, the Bundeswehr is fighting tooth and nail against bureaucracy and time to save as many Germans or local forces and their families as possible from the Taliban. Modern equipment is just as necessary for this as efficient decision-making chains. In this article, we look at two defense-related companies and conclude with the current situation with NEL's hydrogen stock.
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Commented by André Will-Laudien on August 11th, 2021 | 11:16 CEST
Standard Lithium, Defense Metals, Gazprom - This bottleneck costs real money!
Electromobility is becoming increasingly important for the energy transition in transportation. And with it the research, development and production of batteries, especially in Germany as a high-tech location. In addition to performance, the sustainability of batteries plays a decisive role. In particular, this includes fair and sustainable sourcing of raw materials, a high proportion of renewable energies, and optimal energy efficiency in production. Completing the battery cycle would be intelligent reuse and a closed resource cycle through recycling. Some metals on this earth are extremely scarce and rarely occur in nature. They take on a strategic dimension in the context of climate protection.
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Commented by Carsten Mainitz on August 4th, 2021 | 10:11 CEST
Defense Metals, BYD, Nordex - Buy the trend!
Whether a laptop, cell phone, electric motor or wind turbine - rare earths are an indispensable raw material for producing all these goods. The megatrends of electromobility and renewable energies, in particular, are fuelling demand. Motors for electric vehicles and generators for wind power plants require powerful permanent magnets, and this is where rare earths such as neodymium and dysprosium come into play. We show you how to profit from this trend.
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Commented by Stefan Feulner on July 30th, 2021 | 13:28 CEST
Aixtron, Defense Metals, Nordex - Strong growth
The global economic recovery and rising investment in more climate-friendly energy infrastructure are driving higher commodity prices amid supply chain disruptions. Shortages of industrial metals, which are urgently needed for climate change, are likely to materialize further in the coming years. The swelling trade conflict between the USA and China will exacerbate this significantly. There is a threat of massive bottlenecks in production and sharply rising prices for the respective materials.
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Commented by André Will-Laudien on July 15th, 2021 | 13:25 CEST
Defense Metals, Varta, Nordex - Scarce metals are the new gold!
Whether gallium, chromium or rare earths - many metals are indispensable for modern technology. Where supply bottlenecks or shortages threaten, researchers have now determined the criticality of 62 elements in the most comprehensive analysis to date. As it shows, the supply risk is particularly high for the metals needed for the highly specialized tasks in high-tech devices. Iron, copper, nickel and tin, and almost all other metals of the periodic table, make our modern civilization possible. Most technical applications would not exist without them - from cars and computers to televisions and cell phones. How do companies deal with fragile supply chains and shortages?
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Commented by André Will-Laudien on June 22nd, 2021 | 12:07 CEST
Varta, BYD, NIO, Tesla, Almonty Industries - Battery becomes next billion-dollar topic!
The extent to which reality sometimes diverges from stock market trends is especially noticeable in hotly traded stocks. Early last week, it was the postponement of CureVac's vaccine launch that caused the stock price to lose 50% briefly. Then on Friday, there was the virtual AGM of Varta AG. The mood was very good in the run-up and the share reached a 5-month high of EUR 142. But then there was a correction of over 10% and the price found itself yesterday at EUR 127. The reason: premium manufacturers like Porsche are now going into battery research themselves. This opens up a competitor for Varta among the intended customers - they certainly had not bet on this, but the battery issue is a billion-dollar thing!
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Commented by Stefan Feulner on June 17th, 2021 | 11:21 CEST
Volkswagen, Defense Metals, Salzgitter AG - Disastrous consequences!
The NATO summit in Brussels last weekend once again showed the increasingly hardening relations between the USA on the one hand and China and Russia on the other. At the same time, the NATO powers seem to underestimate how dependent they are on the Middle Kingdom in terms of the energy transition. By capping access to rare minerals essential for electric vehicles, wind turbines and drones, the Western states are threatened with a bottleneck that will have a major impact on the development of new technologies.
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Commented by Nico Popp on June 15th, 2021 | 11:22 CEST
Varta, BYD, NSJ Gold: What investors should watch out for
The die is cast: Cars will go electric in the future. A clear course has also emerged in monetary policy in recent years: Central banks tolerate more inflation and stimulate the economy. Governments are also in a spending mood: infrastructure, state aid, investments for the future - at the latest since the outbreak of the pandemic, the powers that be have been governing according to the principle of "What is the cost of the world?" We present three shares that can profit.
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