Tungsten
Commented by Fabian Lorenz on July 23rd, 2024 | 06:50 CEST
70% with Evotec shares? Caution with BASF? Almonty Industries tempts investors to get in!
Will BASF miss market expectations in the second half of the year? Analysts believe so. The chemical giant's revenues are already expected to fall in the second quarter. So, should one sell the shares now? The Evotec share was bought yesterday. Analysts believe that the profit warning from Sartorius should not be overestimated and see over 70% upside potential. However, patience is required. The Almonty Industries share also appears too favourable. The commissioning of a huge tungsten mine is imminent, and not only companies such as Taiwan Semiconductor and Rheinmetall need the critical metal for their high-tech products. So, when will the share break out?
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Commented by André Will-Laudien on July 17th, 2024 | 09:00 CEST
Elon Musk finances Donald Trump - Now a strategic move with Rheinmetall, Aixtron, Almonty Industries, and Varta
An assassination attempt with consequences. Tech billionaire Elon Musk has expressed his deepest solidarity with presidential candidate Trump following the assassination attempt. The Tesla CEO will henceforth financially support the Republican presidential candidate's campaign massively. Musk intends to provide around USD 45 million per month, as reported by the Wall Street Journal. The latest election polls now put the Republican clearly ahead of Biden. This could lead to a strongly US-oriented policy in the spirit of "America First". Above all, Trump aims to halt immigration, invest in the ailing infrastructure, massively arm the national security, and revitalize "Old America". Everything suggests that the blockbuster sectors of high-tech and armaments will continue thriving for now. The focus is clearly on strategic raw materials due to the efforts to reduce foreign dependencies. Where are the opportunities for shareholders?
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Commented by Stefan Feulner on July 2nd, 2024 | 07:00 CEST
Nordex, Almonty Industries, Rheinmetall - Dramatic developments
The turning point that began with Russia's invasion of Ukraine changed many things, and not just in geopolitics. In addition to rearmament, which made the arms industry increasingly important, producers of critical raw materials from Western countries are likely to benefit from the further escalation of the trade war. The US Department of Defense published a report stating that the domestic industrial base for critical minerals, magnets, and metals will be further expanded.
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Commented by Juliane Zielonka on June 28th, 2024 | 07:30 CEST
Airbus, Almonty, thyssenkrupp: Market impacts and investment opportunities in focus
The aerospace company Airbus recently lowered its financial targets for 2024 due to supply chain issues and additional costs in the aerospace division. Aircraft buyers will have to wait longer than previously communicated for the delivery of new aircraft. Tungsten supplier Almonty Industries could become a guarantor of seamless supply chains thanks to production sites in conflict-free countries. Almonty owns mines in Portugal, Spain, and South Korea. Czech billionaire Daniel Křetínský's investment in thyssenkrupp shows how much demand for tungsten is increasing. In times of increasing armament, steel with tungsten is becoming more and more valuable and in demand. Křetínský is known for investing in undervalued companies and aims to acquire 20% of the Duisburg steel giant. Restructuring at the personnel level has unions up in arms. Where is an investment worthwhile?
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Commented by André Will-Laudien on June 17th, 2024 | 06:45 CEST
Acute threat? Armaments and high-tech in the crosshairs: Aixtron, Almonty Industries, Rheinmetall and Hensoldt
The recent European elections have enabled the conservative camp to make significant gains. Undoubtedly, a whole bouquet of issues has led to the so-called "shift to the right". In times of war, however, the neutral observer may not be surprised that the self-proclaimed peace parties, represented by the colours red and green, have lost considerable ground. After all, the competence for peacemaking and security in Europe tends to be found in the conservative camp. The capital markets currently favour high-tech and armaments, orders are booming, and growth is assured for years to come. It is now crucial for stock market players to take a closer look at these sectors, as the high-yield performers of the first half of the year appear to be correcting more strongly. What will happen here in the medium term?
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Commented by Fabian Lorenz on June 5th, 2024 | 06:45 CEST
Share price rise! Nel ASA, Rheinmetall, Almonty Industries - Which momentum share is running out of steam?
Will the Rheinmetall share end its consolidation and rise to a new all-time high? The chances are good. The armaments group is receiving one order after another - most recently from the German government and Lithuania. Analysts believe the share has around 30% potential. The Almonty Industries share has gained around 30% in recent months. The momentum for the tungsten producer is likely to continue. In China - the number one producer country - prices are rising to a 10-year high, and production is falling at the same time. This could hardly be a better time for Almonty to commission a new mine. The share price momentum at Nel ASA seems to be running out of steam. Or can the latest news provide support?
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Commented by Armin Schulz on May 29th, 2024 | 07:15 CEST
Super Micro Computer, Almonty Industries, Nel ASA - Which shares still have potential?
In the dynamic world of the stock market, investors are always on the lookout for shares with significant growth potential. Companies that are active in forward-looking sectors, such as artificial intelligence and hydrogen technology, are particularly exciting at the moment. Additionally, resources like tungsten are seeing increased demand due to innovations. These sectors promise innovative breakthroughs and significant market opportunities that could further increase investment potential. Which stocks have the greatest potential in these areas? We have selected one company from each sector to analyze the promising opportunities in these exciting markets in more detail.
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Commented by Stefan Feulner on May 21st, 2024 | 07:00 CEST
Lynas, Almonty Industries, General Motors - Is the trade war escalating, and what is Tesla doing?
The stock markets continue their record-breaking run. The Dow Jones Industrial has climbed to the 40,000-point mark for the first time in its history, and the DAX is also on the verge of breaking through the 19,000-point barrier. So far, so good, one might say. However, something is brewing in the background with regard to the trade war between the US and China, which could put enormous pressure on company margins in the future. As a result, critical commodities, in particular, are likely to be on the verge of a strong upward impulse.
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Commented by Juliane Zielonka on May 17th, 2024 | 07:00 CEST
Almonty, Rheinmetall, Super Micro Computer - Commodity rally for defense and cloud
AI and defense stocks are setting the stock market on fire. Investors worldwide seem to have acquired a taste for artificial intelligence and defense. Wall Street is expecting a four-digit price target for Super Micro Computer soon. Rheinmetall is also enjoying full order books. Since the takeover of a Spanish ammunition manufacturer, production has also increased in this segment. Meanwhile, tensions between the largest economies, the USA and China, are growing enormously, which is reason enough for investors to take a look at Almonty Industries. The tungsten producer is on course for growth thanks to the restart of a mine in South Korea. Tungsten is rising in value as the increase in AI, and armaments are directly boosting demand for the rare earth metal. Who will win the stock market race?
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Commented by André Will-Laudien on May 6th, 2024 | 07:30 CEST
Attention e-mobility 2.0, now China is in demand! BYD, Almonty Industries, VW, and Mercedes in focus
Even though e-mobility has stuttered in Germany since the scrapping of the environmental bonus, the production of new vehicles "Made in China" is running at full speed. Manufacturers are still trying to pack more range, durability and stability into the units. Conceptually, electric vehicles only make sense if inexpensive electricity can be used for charging. Fast charging stations on the highway cost between 55 and 95 cents per kilowatt hour; Tesla charges an average of 43 cents but asks external customers to pay up to 64 cents. Without the tax disadvantage, optimized diesel vehicles have the same operating costs as electric vehicles. Where the combustion engine clearly scores points, however, is in winter operation, independence, and range. What is more, the battery in an electric vehicle needs to be replaced after 10 years, while the diesel engine has only just warmed up with 150,000 km of performance. Where are the opportunities for shareholders?
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