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Commented by Stefan Feulner on February 20th, 2024 | 08:15 CET

Rheinmetall, Almonty Industries, Applied Materials - From high to high

  • Mining
  • RareEarths
  • Tungsten
  • armaments

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 Armin Schulz on February 19th, 2024 | 07:15 CET

Defense Metals, BYD, Rheinmetall - No high-tech technology without this resource

  • Mining
  • RareEarths
  • Technology
  • Electromobility
  • armaments

In today's technology-driven world, rare earths have become indispensable building blocks for modern high-tech applications. From high-performance electric vehicles, which promise environmentally conscious mobility, to sophisticated equipment in the defense industry, whose importance increases in times of geopolitical tensions - rare earths are everywhere. These elements, often invisible yet crucial, enable the functionality and efficiency of devices and systems used in our daily lives, such as smartphones. Rare earths have become a silent backbone of technological innovation and security policy, whose availability and control can play a decisive role in economic success and strategic superiority.

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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

  • Mining
  • Tungsten
  • armaments
  • Steel

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 Stefan Feulner on February 6th, 2024 | 07:15 CET

BYD, Defense Metals, Rheinmetall - Strategic breakthroughs open up new opportunities

  • Mining
  • RareEarths
  • Electromobility
  • armaments

Rare earth metals play a crucial role in many modern technologies, especially in electromobility and the defense industry. Their unique properties make them irreplaceable for specific applications. Demand is increasing dramatically due to ambitious climate targets and the rearmament that has occurred since the start of the war in Ukraine. China holds a quasi-monopoly on the entire value chain. In Western countries, there is a lack of alternatives to escape dependence on the Middle Kingdom.

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Commented by Stefan Feulner on January 31st, 2024 | 06:30 CET

Rheinmetall, Globex Mining and Hochtief with trend-setting impulses

  • Mining
  • Commodities
  • armaments

The last week of January promises further excitement on the global stock markets. This week, none other than the Magnificent Seven will report on the past financial year and provide further forecasts for the future. In terms of figures, things are still relatively dull in Germany. Nevertheless, news that significantly impacts the respective companies' share prices is reported almost daily. In addition to the pharmaceutical giant Bayer, another company had to take a hard knock in court.

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Commented by André Will-Laudien on January 23rd, 2024 | 06:30 CET

Hydrogen sell-off: Invest now in high-tech blockbusters! Nel ASA, Defense Metals, AMD, Rheinmetall

  • Mining
  • Hydrogen
  • RareEarths
  • armaments

Two important trends are emerging after 3 trading weeks on the stock market in 2024. The hydrogen sector is experiencing the long-awaited sell-off, while AI-related high-tech stocks are making new highs every day. Last week, the NASDAQ 100 Index reached a new all-time high of 17,340 points. Stocks such as Microsoft, Nvidia, Supermicro and AMD are moving upward daily with massive turnover. As chips also require a lot of strategic metals, the rare earth region of Wicheeda in Canada has also attracted media attention. As a result, the explorer Defense Metals has seen a significant increase in stock market turnover. No surprise: industrialized countries are looking for safe countries of origin for indispensable metals. Where are the opportunities for investors?

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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?

  • Mining
  • Tungsten
  • Electromobility
  • renewableenergies
  • armaments

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 Armin Schulz on December 6th, 2023 | 08:00 CET

Siemens Energy, Defense Metals, Rheinmetall - Rare earths as a risk factor

  • Mining
  • RareEarths
  • renewableenergies
  • armaments

The scarcity of and access to rare earths has become a major global concern. China plays a decisive role in the production of rare earths, as the country mines 60% of all rare earths worldwide and processes 85% of them. After the US banned the export of AI chips, China considered banning the export of rare earth metals. These trade blockades from both sides are causing tensions in international trade relations and concerns about supply bottlenecks. Rare earths play an important role in wind power, armaments, medicine, electromobility and the electronics industry. As an investor, one should be aware of these risks.

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Commented by Stefan Feulner on November 13th, 2023 | 07:00 CET

Plug Power falters, Almonty Industries and Rheinmetall with exclamation marks

  • Mining
  • Tungsten
  • Hydrogen
  • armaments

The hydrogen sector, which has been touted as having a promising future in terms of achieving climate goals, has been punished in recent months. Following Plug Power's disastrous quarterly figures, many peer group companies have now seen further sell-offs. In contrast, there are rays of hope to report from China in the photovoltaics sector, suggesting that the market leader could be on the verge of a strong turnaround.

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Commented by Stefan Feulner on November 6th, 2023 | 07:30 CET

These shares are right on trend - BYD, Defense Metals, Rheinmetall

  • Mining
  • RareEarths
  • Tungsten
  • armaments
  • Electromobility

After the correction of recent weeks, the DAX was able to send a positive signal for a year-end rally by exceeding the 15,000-point mark. Despite the escalating events in Gaza, the world's stock markets appear to be heading north. They are receiving a tailwind from monetary policy. This could mean the end of interest rate hikes for the time being. The badly battered companies in the technology sector, in particular, are likely to benefit from this.

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