Tungsten
Commented by Armin Schulz on March 20th, 2024 | 07:00 CET
RWE, Almonty Industries, Nel ASA - Emission-free energy as a booster for the portfolio?
The search for an emission-free energy future is one of the most urgent undertakings of our time. In the face of increasing climate challenges and the growing need to reduce global carbon emissions drastically, innovative energy solutions are becoming the focus of scientific and public attention. At the heart of this energy revolution lie three key technologies: Fusion reactors, renewables and hydrogen. These three fields of technology form the cornerstones of an emission-free energy future. They promise not only a sustainable energy supply but also the transformation of our energy systems towards greater efficiency, security and climate compatibility.
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Commented by André Will-Laudien on March 12th, 2024 | 07:15 CET
Profit-taking in Defense and AI - What else is going on? Rheinmetall, Almonty Industries, Renk and Hensoldt
Armaments stocks have been on the sunny side in the current year, 2024. Investors in this segment clearly outperformed the DAX 40 index. Due to the geopolitical situation and a redefined EU security policy, investors have rediscovered the sector. NATO member states are being called upon by the US to strictly adhere to or further increase their percentage of gross domestic product invested in defense. Donald Trump, who may return, wants to deny renegade allies the backing of the US in an emergency. Although nobody believes in this scenario, the announcement has had the effect that orders for new armaments technology have reached a new all-time high. Which shares are still in focus?
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Commented by Fabian Lorenz on February 28th, 2024 | 07:45 CET
Strong price targets! Super Micro Computer, Bayer, Almonty Industries
Is it time to invest in Super Micro now? Yes, say several experts. Despite the massive price rally, the AI share offers further potential. There are good reasons for this, and the target price is USD 1,300. There are also good reasons for the Almonty Industries share to perform well in 2024 and beyond. The Company focuses on tungsten, a scarce and coveted resource in Europe and North America. Sales and profits are expected to rise sharply, leading to a revaluation of the share. Analysts also see significant potential for Bayer shares. The spin-off of over-the-counter medications, including Aspirin, is expected to drive the share. However, there are some question marks.
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Commented by Stefan Feulner on February 20th, 2024 | 08:15 CET
Rheinmetall, Almonty Industries, Applied Materials - From high to high
The rally in chip stocks continues unabated. After ARM opened its books last week, investors bought as if there was no tomorrow. This week's figures from top dog Nvidia promise to be exciting. Will the share continue its upward trend, or will Wednesday herald an extended correction? Defense stocks are also at the forefront of the outperformers. As orders in the sector continue to rise, investors should take a look at the producers of the raw materials needed for the systems.
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Commented by Juliane Zielonka on February 16th, 2024 | 07:15 CET
Almonty Industries, thyssenkrupp, Rheinmetall: Three metal industry shares in focus
The metal industry contributes globally to the development of various sectors through continuous innovation driven by mining, R&D and technological advances. Tough times lie ahead for thyssenkrupp. During the Annual General Meeting, CEO Miguel López emphasized that energy costs for steel production will account for up to half of total costs. Quo Vadis, Germany, as a business location? So, let's take a look at South Korea, another renowned steel producer. The tungsten mining company Almonty Industries is positioning itself as a pioneer here, aiming to cover 7% of the global market. Its strategy involves mining in democratically governed countries and establishing first-class trade partners such as the US and South Korea. Given the geopolitical tensions, in which 90% of tungsten production comes from China and Russia, investors should analyze Almonty more closely. Meanwhile, Rheinmetall, an arms manufacturer, is enjoying full-order books and, for the first time, is exploring a completely new technology division for its portfolio expansion.
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Commented by Armin Schulz on February 1st, 2024 | 07:15 CET
Bayer, Almonty Industries, Volkswagen - Three hot stocks for the portfolio
While all eyes are on the Fed decision on January 31, and many investors are in a waiting position, one can embark on the search for stocks with significant upside potential. We have identified three exciting stocks whose share prices are far from reaching their potential. Each company has its own story. Bayer is struggling with the Monsanto takeover and rising costs in Germany. Almonty Industries is constructing the largest tungsten mine outside China and is already in production in Europe. Volkswagen aims to transition the entire group to electromobility, which is a colossal task. Which of these three candidates has the most potential?
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Commented by Fabian Lorenz on January 18th, 2024 | 08:30 CET
Morphosys on the verge of a short squeeze? Evotec share drops like a stone! Almonty Industries is exciting!
Share price disaster at Evotec. The shares of the German biotech company are falling like a stone in 2024 and have already lost over 30% of their value in just a few trading days. This results from the CEO's surprising resignation and delayed reports of insider transactions. "Manager-Magazin" added fuel to the fire with an article. Morphosys, on the other hand, is taking off. The blood cancer drug Pelabresib is causing speculation and price swings. Could there even be a short squeeze? The Almonty Industries share is also exciting at the moment. The shares of the raw materials company, which focuses on tungsten, appear to have bottomed out and are starting an upward trend. Operationally, Almonty is facing exciting times. Analysts expect the tungsten producer to more than triple its turnover between 2023 and 2025. Given the expected profit in the coming year, the share is anything but expensive.
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Commented by Armin Schulz on January 4th, 2024 | 07:45 CET
Almonty Industries, Volkswagen, Rheinmetall: Which share will take off in 2024?
The new year has barely begun, and investors are looking for the winning stocks for the coming year. Investors should keep an eye on the critical raw material tungsten, which Almonty Industries produces. There is significant dependence on China and Russia in this sector. The areas of application are diverse and range from electric cars, which Volkswagen builds, to medical products, metal alloys, industrial applications, electronic devices and the defense industry, where Rheinmetall operates. In times of increasing conflicts and escalating trade disputes between the US and China, essential resources such as tungsten are increasingly coming to the fore. We look at which of the three shares could take off in 2024.
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Commented by André Will-Laudien on December 28th, 2023 | 07:00 CET
Fireworks for the 2024 energy transition: Siemens Energy, Almonty Industries, Siemens and Nordex in your New Year's Eve portfolio?
Supporters of GreenTech shares came away empty-handed in terms of performance in 2023. Despite repetitive messaging from Berlin, Brussels, and Washington, alternative energy projects have yet to really take off. There is a lack of private investors willing to finance the less profitable billion-dollar projects. However, after the conclusion of the Climate Conference in Dubai, a new force of anti-fossil fuel world improvers might emerge, initiating the new year with fresh debt-funded projects. Yield hunters should, therefore, briefly bet on the losers from 2023 at the start of the year in order to ride the euphoric New Year wave. Here are a few suggestions.
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Commented by Fabian Lorenz on December 20th, 2023 | 07:15 CET
Shares for 2024: TUI in travel boom, Pfizer with monster dividend, Almonty Industries receives millions from Germany
Three shares from three different sectors and countries: TUI, Pfizer, and Almonty Industries. Are they among the top performers in 2024? At least there are good reasons for a turnaround in all of them. At TUI, the turnaround seems to have already begun. Will it continue? Almonty Industries is facing a decisive year. With the help of Germany's KfW, a massive tungsten mine in South Korea is set to go into operation in 2024. If this succeeds, turnover and profits will likely multiply in the coming years. Like so many Corona winners, Pfizer shares have suffered withdrawal symptoms this year. Will the pharmaceutical giant get back on track in 2024 after hitting a ten-year low? In any case, the dividend yield of 6% is attractive.
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