Tungsten
Commented by André Will-Laudien on October 1st, 2024 | 07:15 CEST
New DAX highs – are 100% gains still possible for Airbus, Rheinmetall, Almonty, or Hensoldt after the correction?
With a new all-time high of over 19,400 points, the DAX has now run very far. The drivers are the recent interest rate cuts by the central banks and hopes of an early change of government in Berlin. Despite the widespread euphoria, some top stocks have already corrected significantly. Possible peace negotiations in Ukraine initially pushed down the well-performing armaments stocks. However, with the renewed escalation of Russian attacks, these hopes have once again faded into the distance. As a result, defense stocks and tungsten supplier Almonty Industries are back in the spotlight. Strategic metals also remain on the shopping lists of Western nations, and the focus is now on securing the supply chains as best as possible. Where are the opportunities for investors?
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Commented by Stefan Feulner on September 27th, 2024 | 07:20 CEST
Almonty Industries, PowerCell Sweden, Nordex – It is all happening in quick succession
The FED's interest rate cut and announcements of further easing of monetary policy are giving the indices additional momentum. The German-leading index DAX, the Dow Jones, and the S&P 500 continue to jump from high to high. In contrast, companies in the hydrogen fuel cell sector are more than 90% away from their historical record highs. However, several companies are currently forming a sustainable bottom that could lead to a sharp rebound.
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Commented by Juliane Zielonka on September 19th, 2024 | 07:00 CEST
Palantir, Almonty Industries, Intel: The role of specialty metals and AI in the next generation of tech
The technology industry is in a state of upheaval. While established giants like Intel are fighting for their market position, new players like Palantir are pushing to the fore with innovative AI solutions. At the same time, raw material producers like Almonty Industries are gaining in importance because their tungsten metal is the basis for the advancing digitalization and AI revolution. Almonty Industries has just reached a new milestone in preparation for the commissioning of the tungsten mine in South Korea. Meanwhile, Intel relies on its partnership with AWS and has turned down the German government. Palantir CEO Alex Karp is being deliberately belligerent. Which investment promises the best return?
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Commented by Armin Schulz on September 2nd, 2024 | 07:00 CEST
Almonty Industries, Rheinmetall, Intel - The invisible engine of high-tech applications is called tungsten!
Tungsten, often operating behind the scenes, plays a central role in some of the most innovative and technologically sophisticated industries in the world. As a high-tech raw material, tungsten is essential for the production of modern microchips and electronic devices that shape our everyday lives. At the same time, it is an indispensable component in the defense industry, where its exceptional hardness and resilience contribute significantly to the development of advanced weapons systems. Due to its properties, tungsten is also being used increasingly in batteries. Nevertheless, the importance of this critical raw material is often underestimated.
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Commented by Fabian Lorenz on August 29th, 2024 | 07:00 CEST
Up to 200% upside potential! Evotec, Tui, and Almonty Industries shares!
Will Evotec's share price double or fall by 40%? Analyst opinions on the ailing biotech company differ widely. The management offers some encouragement, as insiders have been buying shares of Evotec. Almonty is currently performing strongly. The shares of the tungsten producer are at a yearly high. The half-year figures have been convincing, and analysts see around 200% upside potential. Has the share finally initiated its revaluation? By contrast, experts remain skeptical about Tui. Business is booming, but for how much longer?
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Commented by André Will-Laudien on August 19th, 2024 | 07:15 CEST
New Nasdaq bull market: Highs ahead for Rheinmetall, Almonty Industries, Super Micro Computer, and Infineon
The correction was over quickly! The Nasdaq 100 index has lost 3,000 points since the beginning of July. This meant a third of the annual performance was wiped out in the short term. However, the fantasy of imminent interest rate cuts by the Fed quickly put an end to the correction. The highly regarded technology index recovered more than half of its losses in just one week. Nvidia led the way, rebounding from USD 92 to USD 125. The half-year figures for Rheinmetall and Almonty will be available at the end of August. We take a closer look.
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Commented by Stefan Feulner on August 12th, 2024 | 07:00 CEST
Hensoldt AG, Almonty Industries, Vonovia - New opportunities after the crash
The past trading week was indeed quite a challenge. Uncertainty and high volatility dominated the global financial markets. Although share prices gradually recovered after Black Monday, it is still too early to sound the all-clear due to increasing geopolitical tensions and the unwinding of the global yen carry trade. Nevertheless, interesting entry opportunities have opened up for investors following the exaggerated price losses at many companies.
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Commented by Juliane Zielonka on August 1st, 2024 | 07:45 CEST
Commodities, Travel, Defense: Almonty, Lufthansa, and Rheinmetall in focus
Global tensions offer enormous potential for investors. Given the conflicts with China and Russia, the US urgently needs to reorganise its supply chains for defense raw materials. Almonty Industries, for example, is gaining strategic importance for the US defense industry with its Sangdong project in South Korea. Meanwhile, German airline Lufthansa is struggling with price pressure and rising costs. The management is aware of the challenges and continues to pursue its strict turnaround strategy. Investors should be prepared for profit warnings here. Despite Russian threats, defense contractor Rheinmetall is expanding in Eastern Europe, with new projects in Hungary and Ukraine. Where is an investment currently proving lucrative?
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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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