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Commented by André Will-Laudien on June 17th, 2024 | 06:45 CEST

Acute threat? Armaments and high-tech in the crosshairs: Aixtron, Almonty Industries, Rheinmetall and Hensoldt

  • Mining
  • Tungsten
  • hightech
  • Defense
  • armaments

The recent European elections have enabled the conservative camp to make significant gains. Undoubtedly, a whole bouquet of issues has led to the so-called "shift to the right". In times of war, however, the neutral observer may not be surprised that the self-proclaimed peace parties, represented by the colours red and green, have lost considerable ground. After all, the competence for peacemaking and security in Europe tends to be found in the conservative camp. The capital markets currently favour high-tech and armaments, orders are booming, and growth is assured for years to come. It is now crucial for stock market players to take a closer look at these sectors, as the high-yield performers of the first half of the year appear to be correcting more strongly. What will happen here in the medium term?

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Commented by Juliane Zielonka on June 6th, 2024 | 07:30 CEST

First Hydrogen, RWE, Rheinmetall - Sustainable investments with hydrogen and armaments

  • Hydrogen
  • greenhydrogen
  • Sustainability
  • armaments
  • Defense

According to estimates, the global hydrogen production market will reach USD 230.81 billion by 2030. Both governments and industry are, therefore, in favour of the rapid development of this technology. The Canadian company First Hydrogen has already successfully tested a hydrogen fuel cell-powered van specially developed for the logistics sector. International logistics companies and vehicle manufacturers are now signaling their interest in working together. The energy company RWE is also focusing on hydrogen. The construction of hydrogen power plants in Germany is to be driven forward with two European partners. Rheinmetall, on the other hand, is expanding into the Baltic States. A new ammunition plant is being built in Lithuania. This will result in many lucrative advantages for the German group. Which investment is most likely to yield returns?

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Commented by Fabian Lorenz on June 6th, 2024 | 07:15 CEST

Invest in these stocks now! BYD, Varta, Royal Helium!

  • Helium
  • Electromobility
  • renewableenergies
  • armaments
  • Defense

Those who invest in latecomer stocks now could be rewarded. After all, the high-flyers of 2024 from the fields of artificial intelligence and armaments are anything but cheaply valued. Here are three stocks that could be worth buying now, at least at first glance. BYD has bucked the industry trend by publishing positive sales figures, is making progress in autonomous driving, and analysts are optimistic. Those looking to benefit indirectly from the boom in armaments or quantum computers should consider Royal Helium. A capital increase has injected fresh money into the Company's coffers, and the helium producer can take off again. And what about problem child Varta? The struggling battery manufacturer has found a new CEO, but the old problems remain.

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Commented by André Will-Laudien on May 22nd, 2024 | 07:15 CEST

The party is over - Sell defense stocks now! Rheinmetall, First Hydrogen, Renk and Hensoldt

  • Hydrogen
  • renewableenergies
  • Defense
  • hightech
  • armaments

While the DAX and NASDAQ are reaching new highs, sectors like armaments and high-tech are taking a break. After an extended rally, it is also good to see other stocks coming back into focus. A surprising rebound in Plug Power sent the bombed-out stock soaring by 80%, but unfortunately, 60% of this gain was quickly lost. Easy come, easy go! A significant sell-off occurred at Renk, raising the question of when Rheinmetall and Hensoldt might follow suit. We analyze the current trends in more detail.

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Commented by Fabian Lorenz on April 24th, 2024 | 07:30 CEST

Is China getting serious? Rheinmetall and Almonty Industries profit! Varta share on the brink?

  • Mining
  • Tungsten
  • Defense
  • armaments
  • renewableenergies

Is China really preparing for an attack on Taiwan? It is well known that China is massively increasing its gold reserves. But why tungsten, too? After all, China itself is the largest producer of this raw material, which is not only in demand in the arms industry. However, as noted recently by the CEO of Almonty at an investor conference, the Chinese are currently buying large quantities of tungsten. We can only speculate about the reasons behind this. What is clear is that the Western world needs to secure its tungsten supply. Almonty Industries is already producing in Europe and plans to commission a huge tungsten mine in South Korea later this year. Revenue and profits should then rise sharply and lead to a revaluation of the share. Rheinmetall has undergone a revaluation in the past two years. Can it reach EUR 600? Varta, on the other hand, is on the brink. Analysts do not see any upside, even at the current price level.

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Commented by Fabian Lorenz on April 16th, 2024 | 07:55 CEST

Drumbeat at TUI! Caution with Renk and Nel! dynaCERT Stock with Potential!

  • Hydrogen
  • Travel
  • Defense
  • armaments

A drumbeat is sounding at TUI! In an interview, the tourism group's CFO hints that shareholders can soon look forward to a dividend again. On the other hand, tensions in the Middle East are causing short-term uncertainty in tourism shares. Conversely, defense stocks are once again benefiting from the possibility of an escalation. However, analysts currently see little further potential for Renk. The retrofit kits from dynaCERT offer great potential for reducing emissions from diesel vehicles. If VERRA clears the way for CO2 certificates, the share could go through the roof. Is the Company preparing for this with a personnel change? In contrast, the Nel share seeks support, and tomorrow promises to be exciting.

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Commented by André Will-Laudien on April 15th, 2024 | 06:30 CEST

Threat to Europe, Demand for Defense Persists! Rheinmetall, Almonty Industries, Renk and Hensoldt

  • Mining
  • Tungsten
  • armaments
  • Defense

Europe is gearing up, as since February 24, 2022, peace has become a thing of the past. Europe lived in harmony for a whole 77 years, with the exception of the warlike dissolution of Yugoslavia as a regional conflict. Today's world resembles the situation in the 1970s and 1980s, as the Iron Curtain is re-establishing itself as a political border. The old world order that has prevailed since the end of the Cold War has been shattered by Russia's invasion of Ukraine. Consequently, NATO has regained a new role; after years of disarmament, it has now become a sought-after defense alliance. The accession of Finland and Sweden now strengthens the alliance towards the east. What now looms large is rapid rearmament! Where can investors still participate?

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Commented by Fabian Lorenz on April 11th, 2024 | 07:00 CEST

Out of defense, into gold!? Renk, Barrick Gold, Desert Gold

  • Mining
  • Gold
  • defense
  • armaments

On Tuesday, German defense stocks were shaken briefly and sharply. In a flash crash, Renk, Rheinmetall and Hensoldt fell by more than 10%. This indicates that defense stocks have run hot. The future prospects for the companies are undeniably positive, but a consolidation is in order. Gold is an entirely different story. The price of the precious metal is at record levels, but the shares of gold producers are still a long way from their 2020 highs. This applies to the heavyweights like Barrick Gold and Endeavour Mining, but even more so to the explorers. One of the promising explorers is Desert Gold. The Company operates in an attractive region, is on the verge of becoming a Tier 1 mine producer, and is a takeover candidate. Barrick Gold is one of many companies that could make a move on Desert Gold.

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Commented by André Will-Laudien on April 4th, 2024 | 07:30 CEST

React now: Reap armaments soon and reinforce hydrogen! Rheinmetall and Hensoldt versus Plug Power and dynaCERT

  • Hydrogen
  • Defense
  • armaments
  • renewableenergies

The stock market is currently very selective. Artificial intelligence and armaments will continue to be favored, while hydrogen and lithium stocks remain unpopular even after Easter. That is just the way it goes; the market gives and takes. All sectors under consideration have already generated several hundred percent returns over the past two years, but timing has always been crucial. We analyze the current situation based on trends and indicators. The time for a tactical reallocation seems imminent.

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Commented by Juliane Zielonka on March 28th, 2024 | 08:50 CET

Rheinmetall, Almonty Industries, Bayer AG - Arming up for defense with these stocks

  • Mining
  • Tungsten
  • armaments
  • Pharma

The European Union is providing the defense group Rheinmetall with a total of EUR 130 million for ammunition production. The German company is one of six EU projects that are being funded in a special program to stockpile enough artillery pieces and secure supply chains. Here, Almonty Industries comes into play. Almonty specializes in the exploration, extraction and production of tungsten in two European countries, including Spain and Portugal. Tungsten is used in particular for ammunition. Almonty Industries also operates five mining projects, one of which is the largest tungsten project in South Korea. The increasing demand for the critical metal will soon cause the price of tungsten to skyrocket, as defense is becoming increasingly important for the countries and continents involved in the face of geopolitical tensions worldwide. Defense is also a topic at Bayer. The cancer drug Nubeqa supports the body's immune system in the fight against prostate cancer. Following the recent pipeline flop with Asundexian, the drug has great blockbuster potential and could bring billions of euros into the Company's coffers. Read more about why this is so important for Bayer at the moment.

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