RareEarths
Commented by Fabian Lorenz on December 14th, 2022 | 12:02 CET
Bayer, BioNTech, Auxico Resources: 200% price gain possible?
With lower than expected inflation in the US, the year-end rally has picked up speed. Could the recession be off after all, or at least short-lived? This would likely boost the stock market in the coming year as well. Today we look at three stocks with potential that benefit from global trends and less from developments in Germany. In the case of Bayer, Bernstein Research has outed itself as a super bull. The global agricultural business should continue to run strong. Auxico Resources is positioning itself as a trader of rare earths and critical raw materials. Revenues are expected to jump significantly in the coming year, and analysts say the stock could triple. BioNTech could finally break out of the sideways trend it has been in since early 2022. The new combination vaccine and the cancer pipeline give hope.
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Commented by André Will-Laudien on December 8th, 2022 | 09:22 CET
Gas is becoming scarce and raw materials increasingly expensive: Uniper, BYD, Defense Metals, and Nordex in focus
Five years ago, Tesla CEO Elon Musk announced the transportation revolution. Last week, it finally happened: Pepsi was the first company to receive the keys to the new Tesla e-truck called the "Tesla Semi." It is said to have a full 500 miles, or 800 km, range and can be charged in less than an hour with the appropriate high-voltage current. Because fossil fuel energy supplies are becoming more and more expensive, electric innovations are now entering all areas of business. But electricity from the socket also needs its sources. For this, in turn, all countries worldwide are making efforts to get GreenTech off the ground, i.e. the climate-neutral generation of electricity. Only then can e-mobility be said to benefit the environment. What is urgently needed for this are inexpensive energy and metal raw materials.
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Commented by André Will-Laudien on December 5th, 2022 | 11:03 CET
Debacle for e-mobility? BYD, Varta, Almonty Industries, Nordex - Farewell from the Qatar desert!
The German national soccer team has experienced its next World Cup debacle and attracted even fewer interested people to their TV sets than during the first World Cup elimination 4 years ago. Even during the third-round preliminary match, TV figures remained comparatively low. The DFB women thus retain the viewer record in 2023, which is nice. E-mobility could also suffer a significant setback in 2023 because if electricity prices continue to rise and availability falls, charging stations could have to be taken off the grid. According to the ADAC, Switzerland is planning a speed limit of 100 and driving bans on non-essential private trips with e-mobiles to prevent the risk of blackouts. The decision will be made in the National Council on December 12. But the stock market is still betting on Tesla & Co - who are the profiteers?
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Commented by Stefan Feulner on December 1st, 2022 | 09:46 CET
BYD, Auxico Resources, Hensoldt, Rheinmetall - Prepared for the future
Russia's invasion of Ukraine at the end of February this year changed everything. While global stock markets fell into a state of shock, shares in defense companies boomed. With the arms buildup in the Western world, the future looks bright for companies that were still viewed critically before the war of aggression. However, in order to produce enough tanks, aircraft and other war equipment, the industry needs a variety of critical metals for which demand already exceeds supply.
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Commented by Nico Popp on November 28th, 2022 | 12:25 CET
Is this patent causing a rare earths quake? Nordex, Defense Metals, BYD
Wind power is a crucial component of the energy transition. Rare earths are used to increase the efficiency of wind turbines and electric motors. Dysprosium and terbium, in particular, are in demand. But although rare earths are anything but rare, they are only found in a few regions worldwide. Scientists at Darmstadt Technical University have now developed processes to use rare earths more efficiently. We explain the technology and shed light on three stocks related to rare earths.
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Commented by Armin Schulz on November 23rd, 2022 | 12:10 CET
K+S, Defense Metals, RWE - Profiting from stocks that fight shortcomings
The first supply chain problems occurred during the Corona Pandemic. With the outbreak of the Ukraine conflict, further deficiencies of Western countries were exposed. It has been known for a long time that the US and Europe are dependent on raw materials and energy from Russia and China. The Middle Kingdom, in particular, already has a monopoly on critical raw materials such as rare earths and tungsten. There has been a minor trade war between the US and China for some time now. Russia has supplied both Europe and the US with cheap energy. Now in times of tension, the dependencies are coming out in the open. So today, we look at three stocks that can combat the shortage.
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Commented by Stefan Feulner on November 17th, 2022 | 12:10 CET
Rheinmetall, Defense Metals, Nordex - Top opportunities in critical commodities
A quick end to the Ukraine conflict is becoming increasingly remote due to recent events. NATO's military buildup is giving the global defense industry a boom that will likely lift company sales to a new level in the coming years. An important building block for implementing weapons systems is the use of rare earth metals. However, China has a monopoly on the critical raw material value chain, a country that is itself in the midst of an escalating conflict with Taiwan.
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Commented by André Will-Laudien on November 2nd, 2022 | 13:34 CET
GreenTech shares jump! Siemens Energy, Defense Metals, JinkoSolar, and Nordex in focus
Fossil energy supply is becoming increasingly expensive. The political disappearance of supplier and commodity giant Russia is creating a dangerous undersupply, especially for Central Europe. The approaching winter could pose problems, and the industry might have to deal with rationing in the medium term. Products are becoming considerably more expensive to produce, and as a result, selling prices on the shelves are also increasing. The inflationary spiral is thus spiraling upward, and sales are falling. Meanwhile, GreenTech solutions are more in demand than ever for the purchase of energy. Which shares are playing to the fore here?
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Commented by Juliane Zielonka on October 28th, 2022 | 10:44 CEST
Defense Metals, Alibaba, adidas - Which investments are valuable now
World power China is on everyone's lips: just recently, the term of the head of state Xi Jingping was extended for another five years for the third time in a row. China's flagship technology company, Alibaba, is slipping this week in terms of share price below the issue value at its IPO in 2014, with investors looking for alternatives in the face of the world power's increasing monopolization in global markets. Rare earths, for example, are high on the list of precious commodities when it comes to renewable energy production. The Canadian mineral explorer Defense Metals can be a successful alternative to align investments strategically. Sporting goods manufacturer adidas seems to be without a strategy at the moment. The stock is down 17% this week, and the Company is quite late in parting ways with scandalous rapper Kanye West. The rapper attracted more than unwelcome attention with his anti-Semitic comments. We look at where investments are now turning into real winners.
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Commented by Nico Popp on October 20th, 2022 | 12:10 CEST
Rare Earths and the China Shock: Volkswagen, Defense Metals, Freyr Battery
Remember the Toyota Prius? According to asset manager Pictet, the hybrid car that became the vehicle of choice for supposedly sustainable-minded consumers a few years ago is the consumer product that has gobbled up the most rare earths to date. World record! But the Prius was just the beginning. Soon, all cars will be electric and thus have a battery. Will the demand for rare earths then go through the roof? Can demand still be met at all? We present three stocks related to electromobility, GreenTech and rare earths.
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