Tungsten
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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Commented by Armin Schulz on September 14th, 2022 | 11:21 CEST
TUI, Almonty Industries, Bayer - Rebound after the sell-off?
Since September 8, the DAX has gained over 700 points despite inflation, a halt in Russian gas supplies and fears of recession. Inflation was 7.9% in August. The ECB's interest rate hike seems to have reassured many investors. The question remains whether the indices will again move to new highs. The S&P has broken its downward trend channel on a daily basis. No uptrend has been formed yet, but as long as the last lows are not broken again, it will continue to go up according to the chart technique. We therefore take a look at three companies that were recently sold off strongly and see whether there could be a sustainable rebound.
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Commented by Stefan Feulner on September 5th, 2022 | 10:58 CEST
Bayer, Almonty Industries, SAP - New opportunities after the sell-off
The scent of a perfect end to the week was in the air. Positive labor market data from the US drove global stock market indices, and Germany's leading index DAX went through the psychologically important 13,000-point mark like butter. But then came the gas shock with the announcement that Gazprom does not intend to ramp up gas deliveries via Nord Stream 1 again. And just like that, all the gains made dissolved into thin air. The DAX alone will likely start the new week today deep in the red at around 12,700 points. This threatens a new test of the year's lows, which in turn could allow new anticyclical entry opportunities in selected stocks.
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Commented by Fabian Lorenz on August 31st, 2022 | 11:46 CEST
Poison pill slows down Nel share - will BioNTech and Almonty Industries soon take off?
The Nel ASA share is currently not for the faint-hearted. The stock is caught between hydrogen euphoria and a downward chart trend. Yet the news from the Company and the industry - such as the deal between Plug Power and Amazon - has been positive overall recently. But there is a poison pill. In contrast, the coming week could be exciting for BioNTech shareholders. In Germany, deliveries of the Corona vaccine, which has been adapted to virus variants, is scheduled to start. This could also give the shares of the German biotech flagship a new lease of life. The Almonty share could also soon break the knot. The discussion about reducing dependence on China for raw materials is picking up speed. Consistent with this, Almonty reports progress in the development of the tungsten mine in South Korea.
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Commented by Stefan Feulner on August 22nd, 2022 | 12:23 CEST
NIO, Almonty Industries, Xiaomi - China's advantage
Tensions between the United States of America and China are increasing due to the unnecessary provocation with Nancy Pelosi's visit to Taiwan. In the event of an escalation of the conflict, the Western economy would be hit by economic consequences not yet imagined. The Middle Kingdom has a virtual monopoly on several raw materials that are vital not only for the production of renewable energies. For years, the US, in particular, has been trying to reduce this dependence, but with little success so far. The few Western producers of rare raw materials thus face a golden future.
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