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Commented by Juliane Zielonka on November 30th, 2023 | 07:00 CET

Growth Industries in Focus: Investors see potential in Defense Metals, BASF and Volkswagen shares

  • Mining
  • Tungsten
  • RareEarths
  • Electromobility

Investors are looking for opportunities in growing markets. Looking at industries currently requiring rare earths - such as energy, defense, electromobility, and many more - leads to the mining sector. Someone has to supply the valuable raw materials so these industries can continue growing. Defense Metals' Wicheeda project in Canada shows promising results, particularly the increase to 6.4 million tons with a TREO content of 2.86%. BASF secures EUR 124.3 million in government funding for a green hydrogen plant in Ludwigshafen, planned in collaboration with Siemens Energy. Volkswagen is facing challenges, emphasized by VW board member Thomas Schäfer, who announced tough cuts to maintain competitiveness without closing plants. Volkswagen will have to respond to change with a more agile approach, especially as China advances in electromobility.

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Commented by Armin Schulz on November 22nd, 2023 | 07:10 CET

Siemens Energy, Almonty Industries, BASF - Rebound underway, where is it worth getting in?

  • Mining
  • Tungsten
  • RareEarths
  • renewableenergies
  • rebound

At the end of October, the mood among investors was gloomy. Many indices were under pressure and had lost more than 10% of their value. Since October 28, the mood has changed, and the markets have rallied significantly. One of the reasons is undoubtedly the Fed's interest rate pause. After three weeks on the upswing, the indices are approaching new highs. Nevertheless, there are still stocks that have not yet been able to benefit from the upward trend. We have picked out three interesting stocks that offer plenty of long-term potential.

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Commented by André Will-Laudien on November 15th, 2023 | 06:30 CET

Greentech sector buybacks - The stage is set for a 100% rally! Nordex, Defense Metals, SMA Solar and Siemens Energy

  • Mining
  • RareEarths
  • renewableenergies
  • GreenTech

With the new EU Climate Law, Europe has once again raised its long-term target for reducing greenhouse gases by 2050. Instead of a reduction of 80% to 95%, the aim is now net zero emissions, i.e. "climate-neutral". This is to be followed by negative emissions in subsequent years. The idea sounds promising: emission reducers can offset emission sources! However, climate change generally requires the use of modern Greentech technologies that "produce" these savings. Those looking to reduce or replace fossil fuel consumption typically need large apparatus and innovations, such as various alternative energy sources converted into electricity. Europe, in particular, faces the challenge that most of the necessary metals are classified as critical, making it financially unrealistic to roll out innovative projects on a broad scale. Which shares stand out in this environment?

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Commented by Stefan Feulner on November 6th, 2023 | 07:30 CET

These shares are right on trend - BYD, Defense Metals, Rheinmetall

  • Mining
  • RareEarths
  • Tungsten
  • armaments
  • Electromobility

After the correction of recent weeks, the DAX was able to send a positive signal for a year-end rally by exceeding the 15,000-point mark. Despite the escalating events in Gaza, the world's stock markets appear to be heading north. They are receiving a tailwind from monetary policy. This could mean the end of interest rate hikes for the time being. The badly battered companies in the technology sector, in particular, are likely to benefit from this.

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Commented by Fabian Lorenz on November 2nd, 2023 | 08:10 CET

14 million e-cars in 2023 alone: BYD, Standard Lithium and Defense Metals profit

  • Mining
  • Tungsten
  • RareEarths
  • Electromobility
  • Lithium
  • Batteries

In the current year, one in every five vehicles sold is expected to have an electric drive, according to the International Energy Agency (IEA). This would amount to 14 million vehicles and correspond to a growth of around 35% compared to the more than 10 million sold in 2022. Opportunities for investors lie dormant along the entire value chain of electromobility. BYD aims to capture a significant portion of these sales figures and replace Tesla as the number one player in the electric vehicle sector. While Warren Buffett is selling again, analysts are advising to buy. Standard Lithium and Defense Metals are benefiting from the rising demand for batteries. Both companies have exciting projects with compelling economic calculations and alleviate concerns about China potentially using lithium and other resources as a "weapon." So, is it time to buy?

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Commented by Juliane Zielonka on October 19th, 2023 | 07:20 CEST

Defense Metals, Rheinmetall, FREYR Battery - Who offers the greatest growth potential?

  • Mining
  • RareEarths
  • Batteries
  • renewableenergies

Demand for rare earths is rising relentlessly, especially in sectors such as electromobility, renewable energies and agribusiness. Defense Metals, a Canadian explorer company, plays a key role in these industries. Through their Wicheeda rare earths project, they have the potential to become a leading producer of raw materials, which is particularly valuable given geopolitical tensions and the need for secure raw material suppliers. Rheinmetall wins an important electromobility order worth millions. Their specially designed heat pump for electric tractors is revolutionizing temperature control in modern commercial vehicles. FREYR Battery has successfully produced Norway's first lithium iron phosphate battery cell. They are also strengthening regional supply chains to establish a permanent presence in North America in the long term. Discover where the greatest growth potential lies now.

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Commented by Nico Popp on October 5th, 2023 | 08:35 CEST

Future investments that will soon ignite: Volkswagen, JinkoSolar, Defense Metals

  • Mining
  • RareEarths
  • renewableenergies
  • Electromobility

Do you wish you had a crystal ball? What a question! Those who know the future could make great profit from it. But even without magical powers, one can succeed in consistently aligning your portfolio with the future. We explain how this works and what investors need to watch out for. In addition, we present three companies with great future potential and highlight when investments could be worthwhile and when investors would be better to wait and see.

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Commented by André Will-Laudien on September 26th, 2023 | 07:45 CEST

Artificial Intelligence in Sellout! Nvidia, Defense Metals, ARM Holdings - Nothing works without rare earths!

  • Mining
  • RareEarths
  • AI
  • chips
  • Investments

After long bull market movements, the stock market usually tends to rotate sectors, or the market enters a general consolidation. In the former case, investors can profit by reallocating their assets while exploring new investment opportunities. In the latter case, all stocks come down, and the capital market generally suffers from a change in sentiment and corrects recently exaggerated valuations. In the case of the new megatrend of Artificial Intelligence (AI), the stock market seems to sense a great need for correction. As if by magic, the blockbuster stock Nvidia rose by 250% in just 9 months. However, it has already retraced nearly 20% from its peak. Where do the opportunities lie for investors?

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Commented by Armin Schulz on September 12th, 2023 | 08:05 CEST

NVIDIA, Defense Metals, Alibaba - Tensions between China and the US are on the rise again

  • Mining
  • RareEarths
  • chips
  • Investments

During the BRICS summit, it was announced that six new countries will join the alliance on January 1, 2024. These countries include Saudi Arabia, Iran, the United Arab Emirates, Argentina, Egypt, and Ethiopia. This development might not sit well with the United States, as it could threaten the dominance of the US dollar. In addition, there are tensions with China over Taiwan. In July, the Middle Kingdom limited exports of rare earths. China has now added fuel to the fire by banning government officials from using iPhones. Before this, the US restricted exports of NVIDIA's AI chips to the Middle East. Tensions are rising, making it a good time to look at three companies affected by these developments.

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Commented by Stefan Feulner on September 8th, 2023 | 07:00 CEST

Meeting climate goals in conflict: Who benefits from China's raw materials dominance? Rheinmetall, Defense Metals, BYD

  • Mining
  • RareEarths
  • Electromobility
  • armaments

In the ambitious pursuit to meet climate targets, both political and economic players are taking a risky step. The rapid shift away from fossil fuels in favor of alternative energy sources is leading to a marked increase in the consumption of metallic raw materials that are essential for building renewable and energy-efficient systems. In particular, copper, cobalt, nickel and rare earths, whose imports come mainly from China, are experiencing rising demand. Moreover, with the outbreak of the conflict in Ukraine, the defense industry's interest in these resources is intensifying. Producers of critical metals outside of China could emerge as winners in this development.

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