Vanadium
Commented by Juliane Zielonka on December 29th, 2023 | 07:40 CET
Manuka Resources, Plug Power, Amazon: Precious Metals, Energy, E-Commerce - Which global future trends investors are betting on now
Renewable energy and digital transformation bring companies like Manuka Resources, Plug Power, and Amazon Web Services into focus. While Manuka Resources serves the rising demand for precious metals in the energy transition through mining activities for gold and silver, Plug Power, a pioneer in hydrogen technologies, faces challenges and seeks ways to overcome them. This time, the US government appears to be more of an opponent than an ally for Plug. In North America, Amazon Web Services, as a leader in cloud technology, is advancing Canadian infrastructure with an investment of over USD 17.9 billion. Meanwhile, the AI startup Anthropic, supported by giants like Google and Amazon, is betting on the future of artificial intelligence with ambitious revenue goals by 2024, from which AWS could also benefit. For more detailed insights into these connections, read here.
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Commented by André Will-Laudien on December 18th, 2023 | 07:15 CET
COP28 - Acting on climate change in 2024! Nel ASA, Manuka Resources, BYD and VW - more than 200% is possible
Despite all reservations, the science is unanimous! Failing to limit global warming will pose significant risks to humanity in the next two decades. At the end of the World Climate Conference in Dubai, the revised resolution text was adopted without objection by almost 200 countries. COP28 President Sultan Ahmed Al Jaber described the outcome as "historic" and a "foundation for transformative change". The agreement calls for a global transition away from fossil fuels. It is thus the first resolution of a UN climate conference that concerns the future of all energies - including oil, natural gas, and coal. Criticism and rejection came from the Gulf States, as they intend to continue their "Affordable Oil & Gas from the desert sand" business model. How do typical GreenTech shares react to the latest climate policy?
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Commented by Stefan Feulner on November 20th, 2023 | 07:00 CET
There is clearly room for improvement here - Volkswagen, Globex Mining, Siemens Energy
After the corrections of recent weeks, the bulls have regained the sceptre. Despite the uncertain geopolitical situation and supported by an easing interest rate front, technology stocks were also able to recover significantly from their recent lows for the year. In addition, Germany's leading index, the DAX, knocked on the psychologically important 16,000-point mark. Overcoming this level will likely result in an attack on the all-time high at 16,532 points still within this stock market year.
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Commented by Armin Schulz on November 8th, 2023 | 07:30 CET
Deutsche Bank, Globex Mining, Barrick Gold - Enthusiasm for gold is back
Despite several interest rate hikes, the price of gold has recently risen to over USD 2,000 again. Even though the latest increase coincided with the attack on Israel, this is unlikely to be the reason for it. Instead, the high demand from central banks is responsible for the steady gold price. Within the first 9 months, the central banks bought a whopping 800 tons of gold. That is a new record. The geopolitical tensions could also turn more and more private individuals into so-called gold bugs, who are making provisions for crises and assuming that gold will continue to rise in the long term. As the Fed has paused interest rates, this could give the gold price a further boost.
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Commented by Stefan Feulner on October 30th, 2023 | 07:40 CET
Positive signals at Siemens Energy, Manuka Resources and Covestro
Forecast adjustments and state aid were the buzzwords on the German stock market last week. In addition to the car manufacturers Mercedes Benz and Volkswagen, the electro and energy technology manufacturer Siemens Energy surprised with talks about state guarantees. The wind energy sector, which is considered essential for climate change, is weakening. In general, renewable energy companies are miles behind a possible consolidation. Not yet factored in is the problem of procuring critical raw materials for building the new technologies.
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Commented by André Will-Laudien on October 23rd, 2023 | 07:00 CEST
Attention, take advantage of the sell-off now! Bombed-out prices at JinkoSolar, SolarEdge, Manuka Resources and BYD!
This has not happened for a long time: Lower prices among the "Who's Who" of international technology stocks. Investors who had bet on the endless upswing of well-known growth stocks have taken a beating in the last 6 weeks. But not every fallen angel is excessively overvalued! In times of high volatility and rising interest rates, it pays to take a clear look at robust business models. And as we all know, these are to be found among the market leaders. We welcome the necessary price corrections because they present better opportunities for prudent investors. However, the stock market must now compete with a safe EU bond yield of just under 4%. The risk capital for equities is, therefore, no longer as abundant due to attractive fixed-income alternatives. We assess the opportunities for a few selected stocks.
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Commented by Fabian Lorenz on October 18th, 2023 | 06:50 CEST
Turnaround for Plug Power stock? Barrick Gold and Manuka Resources are also on the rise
Is this the turnaround for Plug Power? After all, the stock has gained about 20% in the past few days. Looking at the longer-term price chart of the hydrogen pioneer, this is only a small success, but at least it is a start. Barrick Gold's stock has also seen an upswing in recent days, and the outlook for the fourth quarter could give the gold company a further boost. The CEO of Australian resource company Manuka Resources has expressed optimism that the stock will soon reach higher prices. "For a company that is already producing gold and has two projects fully funded, we are extremely cheap at a valuation of AUD 25 million. So we should have seen the bottom," commented Dennis Karp at the recent IIF virtual investor conference. Where does this optimism come from?
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Commented by Stefan Feulner on October 9th, 2023 | 07:10 CEST
Infineon, Manuka Resources, BYD - Analysts see significant potential
The reporting season for the third quarter of fiscal year 2023 is approaching and could herald a year-end rally on the stock markets despite challenging conditions with increasing geopolitical tensions and persistently high inflation. In recent days, companies have expressed optimism concerning the future course of business.
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Commented by André Will-Laudien on September 27th, 2023 | 08:05 CEST
The high-tech gold rush on the Nasdaq is waning: BYD, Manuka Resources, and Infineon remain on the buy list
For those investing in green or high-tech sectors, keeping an eye on the supply chains of raw materials is crucial. After all, in times of geopolitical upheaval, nothing seems more important to the industry than securing its foreign sources of critical resources. The EU and the US have already responded by adding several metals to the list of strategic elements. For the capital markets, too, the fight against global warming has become an issue that cannot be ignored. We focus on successful protagonists that can enhance any portfolio.
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Commented by Nico Popp on September 21st, 2023 | 07:00 CEST
Turnaround cancelled? Where 100% is possible: Varta, BYD, Manuka Resources
When soccer players move to a better team, it usually comes with higher earnings. Sometimes, the training is more intense, and the tasks off the pitch are more extensive. It is no longer comparable to the idyllic life at their former club. Athletes are then faced with the question, "Give up or bite the bullet?" The situation is similar for battery pioneer Varta, which is implementing its e-car plans with Porsche, of all companies. The sports car manufacturer offers major growth opportunities but is also considered meticulous among engineers. We highlight Varta's stock, take a look at BYD and outline opportunities at a company many have never heard of!
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