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Commented by Fabian Lorenz on September 23rd, 2021 | 12:29 CEST

BYD, Nel, Defense Metals: In which direction is it going?

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After the significant setback on Monday, the stock markets are looking for a direction. Individual stocks have held up well in recent days. Among these is Nel. The hydrogen specialist was even able to gain on Monday. That was not the case with BYD, but the shares of the Chinese car manufacturer are holding up surprisingly well given the crisis surrounding the Evergrande real estate group and the regulatory fury of the Chinese government. In addition, there are positive reports from the Company. Defense Metals also has positive news to report. Initial drilling results exceed expectations. All three shares are benefiting from the trend towards alternative drives.

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Commented by Armin Schulz on September 15th, 2021 | 14:03 CEST

JinkoSolar, Defense Metals, Daimler - Sustainability only with rare earths

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Rare earths are found in almost all new technologies such as smartphones, e-cars, etc. The leading supplier is China. Rare earths occur more often than one might think, but mining them is rarely economically profitable. Thus, China has a kind of monopoly position. With the trade dispute between the US and China brewing, more people realize that Western countries should seek alternative access to rare earths. If China limits exports, it would quickly lead to shortages. Accumulators or batteries would soon become scarce. Due to sustainability issues, the increased demand can already be seen in the increased prices for rare earths.

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Commented by Carsten Mainitz on September 6th, 2021 | 10:44 CEST

Defense Metals, Nordex, Rheinmetall - These shares benefit from megatrends!

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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

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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

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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!

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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!

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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

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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!

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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!

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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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