Tungsten
Commented by Nico Popp on April 13th, 2022 | 18:02 CEST
A crisis here, an opportunity there: BASF, Almonty, Plug Power
Quarterly figures and many upcoming annual general meetings will bring to light what has been somewhat abstractly clear for weeks: many industrial companies are in serious danger. Yesterday it became known that the Russian army is said to have sprayed an unknown substance over Mariupol. If it was poison gas, the West would be forced to react. It cannot be ruled out that oil from Russia will be the next to be hit. Just how dependent companies like BASF are on Russian energy recently became clear. We examine three stocks and their opportunities and risks in this market phase.
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Commented by Carsten Mainitz on April 4th, 2022 | 12:09 CEST
K+S, Almonty Industries, Barrick - Full speed ahead!
Across the board, commodity prices are going through the roof. Consumers and industry are already feeling the effects. Some price increases will only hit consumers with a time lag. Inflation, which recently rose above 7% in Germany, appears far from having reached its peak. The beneficiaries of the supply shortage are raw material producers. Their profitability and company valuations should continue to rise.
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Commented by Fabian Lorenz on March 29th, 2022 | 10:20 CEST
Alarm bells ringing: Shares of Nel ASA, K+S and Almonty Industries take off
There is a mood of alarm in German politics and business these days. The reason - prices for critical raw materials are going through the roof, and the security of supply is in question. BMW, Daimler, and Volkswagen have to shut down plants due to a shortage of nickel. And the stress factor is also high in medium-sized companies. Take tungsten, for example. "The sources are drying up at the moment, which is causing problems in procurement," says Johannes Schmidt in an interview with the FAZ. He is chairman of the board of the medium-sized holding Company Indus and thus has an overview of the situation in various industries. Although China is the largest tungsten producer, German companies have often ordered from Russia. On the other hand, commodity companies such as Almonty Industries, K+S and Nel are profiting. Their shares are taking off.
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Commented by Stefan Feulner on March 25th, 2022 | 11:06 CET
SGL Carbon, Almonty Industries, HeidelbergCement - Prices are going through the roof
Supply chain disruptions and shortages of certain raw materials were already occurring well before Russia's invasion of Ukraine. Last year, for example, the shortage of semiconductors in the automotive industry already led to short-time working and production plant closures. Current geopolitical tensions are exacerbating inflationary developments. For the first time, the central banks are attempting to counteract this. However, a further escalation of the price spiral is anything but unlikely. The profiteers here are the commodity producers.
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Commented by Juliane Zielonka on March 15th, 2022 | 13:19 CET
BASF, Almonty Industries, Bayer - These stocks are providing the momentum
New battery technology from BASF promises faster charging times. The Ludwigshafen-based conglomerate talks of 15 minutes for charging an e-car with a 600km range. New batteries require the appropriate materials, such as the element tungsten. In this area, Almonty Industries provides supplies thanks to its resource-rich mine in South Korea. Meanwhile, Bayer AG in Leverkusen is busy shrinking itself back to health. Bayer's stock has been rising somewhat since it was announced that it was divesting its pest control division.
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Commented by Nico Popp on February 25th, 2022 | 10:15 CET
Varta, Almonty Industries, NEL: New battery metal and hydrogen hope
Hydrogen is dead; are batteries the future? Not at all! If you talk to industry representatives, it quickly becomes apparent that energy sources for mobility are undergoing rapid change. Batteries that were the ultimate yesterday may be hazardous waste tomorrow. The reason: new material mixtures make batteries in electric cars more durable and better. Investors who back the wrong horse are quickly left out in the cold. Current developments in hydrogen show that even the lamest horse has a chance in the long term. We take a closer look at three shares for you.
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Commented by Carsten Mainitz on February 15th, 2022 | 13:35 CET
Almonty Industries, Mercedes-Benz Group, Varta - Highs and lows, what to do?
Without raw materials, life in many sectors of the economy comes to a standstill. The economically most important raw materials with a high supply risk are referred to as critical raw materials. The European Commission counts 30 elements in this group, including tungsten and lithium. Demand rising sharply above supply has caused prices to increase significantly for some time. Raw material producers are on the winning side. Buyers have to do their homework.
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Commented by Fabian Lorenz on February 8th, 2022 | 11:23 CET
Varta, Nel ASA, Almonty Industries: Get in now?
The electric car is currently outpacing the combustion engine: around 350,000 pure e-cars were registered in Germany alone in 2021. According to the Center of Automotive Management (CAM), this means that the market share has almost doubled to 13% in one year. Germany is now the third-largest single market for pure electric vehicles after China and the United States. However, according to CAM, China is ahead with around 2.7 million electric vehicles. Nevertheless, due to global subsidies, the trend toward electromobility will continue, creating opportunities for investors. The winners in electromobility include battery and raw material producers such as Varta and Almonty Industries. Demand for hydrogen - and therefore Nel - will also increase. All three stocks have lost significant ground. But there are positive developments. Is it worth getting in now?
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Commented by Stefan Feulner on February 2nd, 2022 | 12:45 CET
Bayer, Almonty Industries, HeidelbergCement - Delivered
To start, the good news, the inflation rate fell in January for the first time since December 2020. However, the level of 4.9% remains at a threateningly high level, and economists had expected a sharper fall. The main reasons for the inflation are the continued exorbitant rise in energy prices and rising commodities prices. High inflation is reducing consumers' purchasing power. In addition, rising production costs are squeezing companies' margins.
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Commented by André Will-Laudien on January 19th, 2022 | 13:45 CET
BYD, Almonty Industries, Varta - E-mobility needs critical metals!
The pandemic has disrupted supply chains in the raw materials sector. In Brandenburg, a new Tesla electric car is expected to roll off the assembly line every 45 seconds in the future. But the permits for the water supply are dragging on. The new plant was supposed to go "online" in 2021. In addition to the regulatory requirements, however, it is primarily the availability of scarce raw materials that hamper the innovative spirit of the high-tech industry today. In particular, metals and battery raw materials are in high demand and have become a bone of contention in globalization. We look at both sides of the increasingly complex supply relationship.
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