Silver
Commented by Stefan Feulner on April 22nd, 2024 | 07:30 CEST
After Gold and Silver: Nickel on the Move! Kinross Gold, Power Nickel, Royal Gold
The geopolitical uncertainties with the escalation between Iran and Israel helped precious metals to further price surges. Despite being technically overbought, gold was able to hold its ground near the USD 2,400 per ounce mark, while silver closed the week with a further gain of around 3%. In the shadow of this, industrial metals are moving into the spotlight after a weak overall year in 2023. Alongside copper, nickel, an important raw material for many low-carbon technologies, has established a solid base in recent months.
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Commented by Armin Schulz on April 17th, 2024 | 06:45 CEST
Barrick Gold, Globex Mining, BP - Commodities In the spotlight: Supercycle started?
Global demand for commodities is reaching new heights, partly driven by increasing geopolitical tensions. The exchange of attacks between Iran and Israel is a case in point. This conflict, deeply rooted in religious and political differences, continues to escalate and could have far-reaching consequences for international stability and commodity markets. With this latest escalation of the Middle East conflict, security aspects in the global competition for important resources such as gold, silver and copper are taking center stage. China is demonstrating its hunger for resources. However, the price of oil has also risen recently. There has long been talk of a commodity supercycle. Perhaps it has now finally begun. Where should one invest now?
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Commented by André Will-Laudien on April 17th, 2024 | 06:30 CEST
Discount battle over: Commodities on the counter-offensive! Rheinmetall, Power Nickel, BASF and Varta in focus
Since the bombing of Israel by Iran, the clocks are ticking differently in the Middle East. The next stage of escalation has been reached. If Israel now uses the right to defense as an opportunity to initiate something bigger, it is here: the conflagration. Gold and silver are shining as safe-haven currencies and pulling long-neglected commodity shares through the roof. Now is the time to keep the sails in the wind and ride the long-awaited upward momentum. In the energy transition, strategically safer jurisdictions that can safely serve the growing hunger for commodities are still in demand. We highlight a few opportunities.
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Commented by André Will-Laudien on April 16th, 2024 | 07:05 CEST
The cannons are thundering, and gold and silver remain in demand! Barrick, Newmont, Desert Gold and SMT Scharf in focus
The overnight attack by Iran on Israel underscores the current geopolitical uncertainty. Regardless of whether there is further escalation in the Middle East, the world has already changed dramatically since February 2022. This includes shifts in investor behavior. Until the first quarter of 2024, shares in the artificial intelligence and high-tech sectors were bullish; now, defense stocks and precious metals are on the agenda. After decades of disarmament, NATO, in particular, is now facing a decade of rearmament, and private investors are expressing their restraint in consumption by increasing their focus on private security. This is reflected in the increased purchases of gold and silver. For years, precious metals have been stable guarantors of the daily dwindling purchasing power. We believe that the new valuation cycle in the commodities sector is only just beginning, which is why we are examining favorable entry opportunities.
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Commented by Stefan Feulner on April 15th, 2024 | 06:45 CEST
First Majestic Silver, Desert Gold, Albemarle - Escalation paves the way
The events at the weekend, during which Iran carried out a massive airstrike on Israel for the first time, are likely to have escalated the already troubled geopolitics to a new level. It is not yet known whether Israel is planning a counter-attack. Precious metals gold and silver are once again likely to benefit from the uncertainties following the rather weak close to the week. The yellow precious metal could recapture the USD 2,400 per ounce mark, which could also boost the shares of producers and gold exploration companies.
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Commented by Stefan Feulner on April 9th, 2024 | 06:45 CEST
Palantir, Globex Mining, Bayer - The trend is pointing upwards
After a successful first quarter of 2024, the DAX and Dow Jones took a well-deserved breather last week. In contrast, the precious metal markets for gold and silver continued their upward trend. Gold also reached new absolute highs of USD 2,354 per ounce. While gold producers such as Barrick Gold and Newmont remained in hibernation, they have been following the rising base price for several weeks now. There is currently also an opportunity for smaller commodity stocks to participate disproportionately in the upward trend.
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Commented by Stefan Feulner on April 8th, 2024 | 06:45 CEST
Geopolitical uncertainties - Sibanye Stillwater, Saturn Oil + Gas and Barrick Gold benefit
In addition to the stock markets, which reached new highs last week, the direction of precious metals and oil is also clearly pointing upward. While gold also reached a new all-time high, silver has significant catch-up potential compared to its big brother. In the case of black gold, the current uncertain geopolitical situation could cause oil prices to break through the USD 100 per barrel barrier once again.
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Commented by André Will-Laudien on January 19th, 2024 | 07:45 CET
Total sell-off in hydrogen! Nel ASA, Manuka Resources, Plug Power - Find the 300% pearl now
The topic of hydrogen has been put on the back burner for the time being. Although the COP28 conference in Dubai showed a broad consensus on reducing greenhouse gases and avoiding fossil fuels, the OPEC countries, in particular, insist on their traditional right to continue tapping into the abundant oil wells. The observers conclude that everything remains the same; each does what it does best. The transformative idea of saving the world is collectively present, but if it can be solved with nuclear energy, then nuclear reactors will be built. This also highlights how the green-dominated traffic light policy on environmental issues is perceived internationally: Teachings from Germany are only smiled at. The topic of hydrogen was politically launched in Europe and has been traded on the stock exchange as a "world energy savior" since 2019; now, investors are sitting on a 90% loss. Is there still hope?
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Commented by Fabian Lorenz on January 11th, 2024 | 07:00 CET
Evotec is in the analyst check, Tui with Wanderlust, and another 100% gain for Manuka Resources?
The Evotec stock is currently not for the faint-hearted. After the resignation of the long-serving board member caused uncertainty, the biotech company was able to reassure investors with a milestone payment. Analysts are speaking out and expressing their opinions, and a real "bull" is among them. And what about Manuka Resources? At the beginning of December, news about an exciting project for battery metals caused a jump in the share price. Is it now worth getting in after the consolidation? The Tui share has also recently consolidated after a 50% gain within a few weeks. Analysts' price targets for the tourism company's shares vary widely. Hold or buy?
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Commented by Juliane Zielonka on December 29th, 2023 | 07:40 CET
Manuka Resources, Plug Power, Amazon: Precious Metals, Energy, E-Commerce - Which global future trends investors are betting on now
Renewable energy and digital transformation bring companies like Manuka Resources, Plug Power, and Amazon Web Services into focus. While Manuka Resources serves the rising demand for precious metals in the energy transition through mining activities for gold and silver, Plug Power, a pioneer in hydrogen technologies, faces challenges and seeks ways to overcome them. This time, the US government appears to be more of an opponent than an ally for Plug. In North America, Amazon Web Services, as a leader in cloud technology, is advancing Canadian infrastructure with an investment of over USD 17.9 billion. Meanwhile, the AI startup Anthropic, supported by giants like Google and Amazon, is betting on the future of artificial intelligence with ambitious revenue goals by 2024, from which AWS could also benefit. For more detailed insights into these connections, read here.
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