Tungsten
Commented by Fabian Lorenz on June 7th, 2023 | 08:00 CEST
Commodity shares with price potential: Bayer, K+S, and Almonty Industries in the analyst check
There are no signs of a deep recession in the US at the moment, which is positive for commodity prices and the corresponding companies. What do analysts say? They see a price potential of over 170% for tungsten producer Almonty Industries. With the commissioning of the flagship mine in South Korea, revenues and profits should increase strongly from 2024. After K+S earned brilliantly last year, there is a lack of positive impulses this year. Several analysts have spoken out. Can the DAX-listed company make gains again? At Bayer, the euphoria surrounding the change in the board of directors has faded, and the share price is almost back to where it was at the beginning of the year. But analysts see significant upside potential.
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Commented by André Will-Laudien on May 30th, 2023 | 09:00 CEST
ChatGPT, Artificial Intelligence and E-Mobility! BYD, Almonty Industries, Nvidia - 100% performance with strategic metals!
Those aiming to accelerate artificial intelligence, e-mobility, or the energy transition need access to critical metals. The EU and the USA have the extraction of domestic resources on the agenda in order to become independent of the raw materials giants China and Russia. Long approval phases, too little exploration and a lack of investment capital have made this problematic over the last 10 years. Now a law is being prepared to secure the supply of raw materials in the EU. Resourceful investors can position themselves early on.
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Commented by Juliane Zielonka on May 25th, 2023 | 07:30 CEST
Almonty Industries, Palantir, Rheinmetall - Stocks soar on innovative technologies
The demand for AI is unbroken in the economy. Clothing giant C&A, for example, has now chosen none other than Palantir to optimize its digital sales processes. Rheinmetall, too, seems to be taking unfamiliar paths. The armaments group is increasingly focusing on electromobility and is helping the German city of Cologne to get smart e-charging curbs. The increasing technologization of various industries is increasing the demand for a valuable metal: tungsten. The Canadian company Almonty Industries specializes in the precious raw material. It is now using its successfully piloted mining technology in Europe to get to tungsten production even faster.
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Commented by Armin Schulz on May 17th, 2023 | 07:40 CEST
Plug Power, Almonty Industries, Rock Tech Lithium - Exploiting shortages
The Ukraine conflict has shown how dependent Europe is on Russian energy exports. In the future, green hydrogen should close this gap. However, the dependence of Western countries is not limited to the energy market. There are several critical raw materials for which the majority of the supply comes from China. Rare earths and tungsten are particularly noteworthy. Tensions between the US and China are increasing due to the Taiwan dispute and the activities of the BRICS countries. There are also shortages of refined lithium in electromobility, i.e. lithium carbonate and lithium hydroxide. If investors want to profit from these shortages, they should bet on companies that are not caught between the fronts.
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Commented by Stefan Feulner on May 8th, 2023 | 07:20 CEST
Strongly growing demand - Rheinmetall, Almonty Industries, Nio
The turn of the times and the resulting increase in military demand continue to fill the order books of defence companies worldwide. This trend will likely continue well beyond the current year due to the strategy of politicians enforcing peace with heavy weapons. Another boom that has just begun is the transformation of the transportation sector. Meeting the demand requires a significantly higher need for critical raw materials. However, the production facilities are primarily in Chinese hands. To maintain supply chains, alternatives in the Western world are fundamental.
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Commented by Fabian Lorenz on April 19th, 2023 | 08:10 CEST
Plug Power crashes, SMA Solar share plus 60%, and when will Almonty Industries start?
What is going on at Plug Power? Hydrogen shares are not among the investor favourites at the moment, but all dams are breaking at the US company. The share is now trading below USD 10 and EUR 9. Is an improvement in sight? The situation is different at SMA Solar. The share price of the German solar company is higher than it has been for 10 years. This year alone, it went up more than 60%. Time for a breather? The Almonty Industries share has taken such a breather in recent weeks. However, the tungsten producer is doing well operationally, and analysts see almost 200% upside potential as the Company faces a milestone.
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Commented by Juliane Zielonka on April 13th, 2023 | 10:57 CEST
Almonty Industries, Rheinmetall, Mercedes-Benz Group - Why the metal tungsten is pushing the energy transition
South Korea is supporting its economy by building new nuclear power plants. In this context, the country has entered into a cooperation with Great Britain to jointly use and further develop renewable energies and their technologies. For Almonty Industries, this means two more potential customers for its mineral, tungsten. Due to its extreme resistance, tungsten is also used in the construction of nuclear reactors. Meanwhile, Rheinmetall has won a new major order from China. And the Mercedes-Benz Group share also bodes well for global sales thanks to Q1/23 results.
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Commented by Nico Popp on April 5th, 2023 | 08:05 CEST
Opportunities for latecomers: Rheinmetall, BYD, Almonty Industries
The Rheinmetall share has been on a rollercoaster ride since the outbreak of the war in Ukraine. Recently, however, the share price has risen significantly. We explain the further perspective, provide alternatives, and shed light on a possible insider tip. In advance, it should be noted the opportunities beyond well-known stocks are great. However, investors need to consider a few details.
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Commented by Armin Schulz on April 3rd, 2023 | 16:03 CEST
BASF, Almonty Industries, Plug Power - The world is in upheaval
The Western world wants to break away from fossil fuels. These efforts have intensified since the Ukraine conflict. Europe, in particular, has realised how dependent it was on gas supplies from Russia. Globally, however, there is also a dependence on China for certain raw materials. This could be one of the reasons for the tensions between the USA and China, in addition to the conflict over Taiwan. The BRICS countries Brazil, Russia, India, China and South Africa have moved closer together in the last year and want to establish their own currency. With Iran, Argentina, Egypt, Turkey, Saudi Arabia and Algeria, six more countries are interested in joining. The world is in a state of upheaval. Therefore, we look at three companies that are part of it.
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Commented by Armin Schulz on March 29th, 2023 | 08:19 CEST
Defense Metals, Rock Tech Lithium, BYD - Shares for the energy transition
The energy transition is a major challenge for the world, as it requires transitioning from fossil fuels to renewable energy. In order to switch to renewable energies in the long term, large quantities of critical raw materials such as rare earths and lithium are needed. However, these raw materials are important not only for the energy transition but also for numerous other applications in modern industry. Rare earths are particularly important for the production of powerful magnets used in electric motors and generators. Lithium, on the other hand, is an essential component of lithium-ion batteries used in electric vehicles and renewable energy storage. Today, we look at three companies that can help drive the energy transition.
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