chemicals
Commented by Fabian Lorenz on April 4th, 2024 | 08:00 CEST
+100% and more with momentum stocks: AIXTRON, BASF, Exasol
Surprise! BASF shares have gained around 25% since mid-January. And the momentum could continue. Analysts see further upside potential. But there are also skeptical voices. In contrast, the Exasol share has only just taken off. The German AI hopeful has reported orders, the share has left the downward trend, and management is buying. Analysts believe the share could perform by more than 100%. At least it is certainly not expensive. Investors in AIXTRON are still waiting for the upward trend. Speculation has stalled the share price recovery for the time being. However, there are also optimistic voices from analysts.
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Commented by Fabian Lorenz on February 28th, 2024 | 07:45 CET
Strong price targets! Super Micro Computer, Bayer, Almonty Industries
Is it time to invest in Super Micro now? Yes, say several experts. Despite the massive price rally, the AI share offers further potential. There are good reasons for this, and the target price is USD 1,300. There are also good reasons for the Almonty Industries share to perform well in 2024 and beyond. The Company focuses on tungsten, a scarce and coveted resource in Europe and North America. Sales and profits are expected to rise sharply, leading to a revaluation of the share. Analysts also see significant potential for Bayer shares. The spin-off of over-the-counter medications, including Aspirin, is expected to drive the share. However, there are some question marks.
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Commented by Juliane Zielonka on February 22nd, 2024 | 07:00 CET
Royal Helium, Fresenius, BASF: Chemical and Healthcare industry - Where is the next investment opportunity?
Europe is in the midst of an industrial upheaval due to the Green Deal, which presents both challenges and opportunities for investors. While companies like BASF are arguing for deregulation and increased subsidies to support the green transition, healthcare company Fresenius is undergoing a period of radical change and realignment. The medical technology market is booming. The global MedTech market size amounted to USD 574,002.45 million in 2022 and is expected to increase to USD 814,159.2 million by 2028, with an annual growth rate of 6.0%. Critical raw materials such as helium are in particularly high demand. Royal Helium is one of the producers of this valuable gas and impresses with a well thought-out and sustainable business model. Where does the next investment opportunity lie?
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Commented by Fabian Lorenz on February 21st, 2024 | 07:00 CET
Top news: BYD, Bayer and Globex Mining
Bayer shocked investors yesterday with the announcement of its dividend cut, which shouldn't have been much of a surprise. The Company is burdened with high debt, endless legal fines, and an empty pharmaceutical pipeline. In an initial reaction, analysts have lowered the share price target. BYD, on the other hand, is doing well operationally. Only the share price is not picking up. Will a share buyback turn the share price around? For those who want to profit from the commodity boom with reduced risk, then Globex Mining's stock is attractive. The news flow is strong, and those who act quickly can still register and follow the live presentation of the mining incubator at the 10th International Investment Forum, IIF, today.
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Commented by Fabian Lorenz on February 7th, 2024 | 07:30 CET
BASF shares on the upswing, BioNTech sees breakthrough in cancer, and Defence Therapeutics benefits from study
Can BASF shareholders look forward to better times? One analyst is certainly hopeful. He believes that the chemical industry will recover in 2024. However, the price target gives pause for thought. The development of cervical cancer is also concerning. According to a new study, the number of cases has risen sharply in recent years, and with it, HPV infections. Accordingly, more HPV vaccines are urgently needed. The market volume is expected to more than double to over USD 15 billion in just a few years. Defence Therapeutics aims to become a profiteer. The biotech company is fighting cancer with its Accum™ platform. BioNTech CEO Ugur Sahin also believes that humanity will get cancer under control, thanks in part to artificial intelligence. The Company is currently working on 30 cancer therapies. Is it a good time to invest now?
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Commented by Fabian Lorenz on February 5th, 2024 | 07:45 CET
Is Bayer's share price about to jump? BYD off to a positive start! Manuka Resources with a billion-dollar opportunity!
Are Bayer shares on the verge of a price surge? According to analysts at Bernstein, the chemical company is significantly undervalued. Where does the optimism come from? Could there be a change in the Aspirin logo for Bayer in the near future? Chart-wise, the share is heavily battered. The chart for BYD also speaks a clear language. The electric vehicle manufacturer has reported a good start to 2024, while Manuka Resources' VTM iron sand project in New Zealand is generating share price fantasy. There is movement in the project, and following the capital increase, there is now an entry opportunity. Is the revaluation coming soon? The potential is in the billions.
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Commented by Fabian Lorenz on January 24th, 2024 | 07:45 CET
More than 100% upside potential - Buy recommendations for BASF, Evotec and Saturn Oil + Gas
After the price slide of recent weeks, Evotec shares appear to be ripe for a countermovement. In a conference call, the Company attempted to provide clarification and seems to have convinced analysts. Expert opinions on BASF are divided. Has the bottom been reached after the preliminary figures? At least the dividend yield of 8% is attractive. Investors are also anticipating a high dividend from Saturn Oil & Gas soon. Analysts see more than 100% upside potential in the shares of the junior oil producer. The valuation is significantly lower than the peer group. The Canadian company will significantly reduce its debt in the current year, making the share increasingly attractive in terms of free cash flow and enterprise value. The latest drilling program has also produced strong results.
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Commented by Stefan Feulner on January 23rd, 2024 | 06:45 CET
BASF, Manuka Resources, Lynas - Corrections offer long-term opportunities
A "supercycle" is defined as an extended period in which the demand for certain goods exceeds the available supply. In the long term, this leads to a steadily growing supply gap and, thus, to sharply rising prices. In our current situation, where independence from countries like China and Russia is also sought, critical raw materials such as copper, vanadium and rare earth metals will become increasingly scarce over the next few years due to demand resulting from the energy transition. The current correction in these underlying stocks should, therefore, offer a long-term opportunity.
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Commented by Juliane Zielonka on December 22nd, 2023 | 07:00 CET
Forward into the Future of Energy: Investing strategically with BASF, Blackrock Silver and JinkoSolar
At BASF, CEO Martin Brudermüller will hand over the chairmanship of the Board of Executive Directors to Markus Kamieth after the Annual General Meeting in April 2024. The Company is facing challenges in the global energy market due to its long dependence on Russian gas. Kamieth has extensive experience in Asian business and navigates diplomacy between the Far East and the West. Those who prefer to invest directly in commodities will find what they are looking for at Blackrock Silver. It is a promising explorer focusing on gold, silver and lithium, making it an attractive option for investors. With successful drilling and an impressive track record in the US state of Nevada, the Company has already achieved success. Pioneers in RE technology can be found in the Chinese market in particular. The abundance of raw materials in the country plays a decisive role here. JinkoSolar, for instance, focuses on intelligent energy storage solutions in China. The recently implemented 42 MWh storage system in Yunnan, China, demonstrates technological innovation, especially in grid expansion and network security. Given China's focus on renewable energies, BASF's focus on Asia and the increasing demand for sought-after raw materials, investors should keep a close eye on these developments - further details in this article.
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Commented by Fabian Lorenz on December 14th, 2023 | 07:20 CET
Climate Conference and Nel disappoint. BASF and Saturn Oil + Gas shares recommended as Buy
The World Climate Conference has disappointed - at least for anyone who had hoped for a clear stance on the end of fossil fuels. Negotiations on the final declaration took place throughout the night in Dubai. The result is sobering. The farewell to fossil fuels is only vaguely described. It has become clear in recent weeks that fossil fuels are here to stay for the foreseeable future and that their lobby is strong. Instead of new impetus, shareholders of Nel ASA received further bad news. The hydrogen pioneer had to announce the cancellation of a major order. And that is not all. BASF, on the other hand, has a tailwind. The share has been upgraded from "Sell" to "Buy". Analysts see more than 200% upside potential for Saturn Oil & Gas. The high cash flow enables the oil producer to expand production and reduce debt.
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