Tungsten
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 Armin Schulz on November 28th, 2022 | 11:44 CET
Almonty Industries, ThyssenKrupp, Varta - Earning from growing tungsten demand
In 2021, 79,000 metric tons of tungsten were mined worldwide from existing mines. In 2015, production was still 89,400 tons. One might think that demand has declined and production has been cut back, but the opposite is true. According to the British Geological Survey report, demand will increase between 3% and 7% per year and will soon exceed available supply. But now, demand could increase significantly in the short term because US Department of Energy DOE researchers have found a way to charge electric cars in 15 minutes. This involves using a molybdenum tungsten niobate alloy as the cathode material instead of graphite. So we take a look at three companies around tungsten.
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Commented by Nico Popp on November 22nd, 2022 | 10:44 CET
Batteries: The new premium class - BYD, Almonty Industries, Varta
When it comes to everyday products, we all have clear ideas about prices. For a long time, the EUR 2 mark, for example, was considered an average price for a piece of butter. But as soon as it becomes more expensive, it is worth a headline in a newspaper with big letters. It is a different story with cars or other high-quality products. Thanks to high-quality workmanship and technology, customers are willing to pay more than the actual market prices. In economics, the difference between the high price and the market price is called producer surplus. We present three companies that want to skim off this producer surplus.
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Commented by Fabian Lorenz on November 18th, 2022 | 10:15 CET
Shares of Nordex, BYD, and Almonty Industries: Winners of the energy transition
The energy turnaround is becoming unbearable. But it will take time for the world to switch to renewable energies in private and public life. Today, we take a look at three winning stocks. Among them is BYD. The Chinese carmaker has switched to hybrid and all-electric vehicles and is on track to take Tesla's place as the leading electric carmaker. The first three models for Germany have now been confirmed. At Nordex, sentiment is improving. The share price has jumped, and a large order gives hope. However, wind turbines and batteries cannot be manufactured without raw materials such as tungsten. Now a German research house has taken a closer look at Almonty Industries. The share is on the verge of a revaluation and has a price potential of 100%.
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Commented by Stefan Feulner on November 9th, 2022 | 12:14 CET
BYD, Almonty Industries, Ballard Power - Attractive future prospects
In order to achieve long-term climate targets, there is no alternative but to switch from fossil fuels to renewable energies. With subsidy programs worldwide, politicians are promoting the expansion of wind, hydro and solar energy. Despite excellent future prospects, the shares of the relevant companies have been undergoing a sharp correction for months. Similarly, raw materials such as copper, nickel and tungsten, which are vital for the energy transition, have also corrected. Demand already exceeds existing supply - an opportunity for the future.
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Commented by Fabian Lorenz on October 19th, 2022 | 11:51 CEST
The problem solvers: Plug Power, BioNTech, Almonty Industries
Rarely have there been as many global crises and challenges as there are right now. In addition to the war in Ukraine, there is Corona, an arguably inevitable recession, and the energy crisis - not to mention long-standing challenges such as the fight against cancer and climate change. Companies want to help solve these problems, and BioNTech is one of these companies. The Wiesbaden-based Company was not only successful in the fight against COVID-19. They are currently taking on cancer. And the CEO has recently been very positive. Almonty Industries wants to help reduce dependence on raw materials from China and Russia, and one Company has already given it long-term purchase guarantees. And Plug Power wants to help solve the energy crisis and fight climate change. The recent numbers have disappointed, but analysts see upside potential. We look at the current performance of the three problem solvers.
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Commented by Juliane Zielonka on October 13th, 2022 | 13:38 CEST
Almonty Industries, Mercedes-Benz, Amazon - Strong raw materials for profitable cloud technology
To ensure that logistics and supply chains are better protected against failures in the future, the Mercedes-Benz Group is relying on a strong partner for the internal cloud: Microsoft. Through global networking, potential supply bottlenecks are to be identified and cushioned at an early stage. The rapidly increasing demand for semiconductor and battery technology is bringing companies like Almonty Industries into focus. In the raw materials sector, the Company has specialized in tungsten mining in geopolitically secure areas such as South Korea. The metal tungsten is a key element for the computer and automotive industry. Top dog Amazon is also increasingly relying on its cash cow AWS. While the e-commerce business is being pushed by marketing campaigns, the Group is developing smart processors for its cloud business.
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Commented by André Will-Laudien on October 5th, 2022 | 12:37 CEST
E-mobility and hydrogen: BYD, Almonty Industries, Thyssen, Nel ASA - Things are really starting to happen now!
In the current geopolitical constellation, the globalized world is showing its real weaknesses. For commodity-dependent Europe and especially Germany, the situation even presents itself as a medium-term showstopper for industry because as winter approaches, governments will have to decide where the remaining gas reserves may be drawn from. But if there is not enough, the decision will likely be made in the direction of the population, and the industry will then have to look for alternatives. Despite the cost of electricity, e-mobility seems to be finding its way, and hydrogen is also slowly getting off the ground. What does this mean for individual stocks?
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Commented by Nico Popp on September 20th, 2022 | 12:53 CEST
Trade war and new world order: BYD, NIO, Almonty Industries, Airbus
Just a few weeks ago, US carmaker Tesla succeeded in signing long-term contracts in China for the supply of crucial battery metals. At the same time, market experts emphasize that the situation for Western customers in China is becoming increasingly uncertain. The US is also not helping to ease the situation with subsidies for e-cars and batteries, most of which come from the United States. We highlight three stocks and explain how things could go in the current situation.
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Commented by Stefan Feulner on September 14th, 2022 | 13:55 CEST
Rheinmetall, Defense Metals, MP Materials - The trend persists
And once again, the recently started upward movement on the stock markets is abruptly ended by new inflation data from the US. Consumer prices rose by 8.3% last month, the core rate by 6.3%. The figures were thus once again higher than economists' estimates, making further interest rate hikes more likely. Higher interest rates are a further burden on the economy. In addition, high demand is causing prices for urgently needed raw materials to rise further.
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