chemicals
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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Commented by Juliane Zielonka on October 30th, 2023 | 08:10 CET
Innovative technologies and raw materials: BASF, Almonty Industries and Volkswagen in focus
BASF, through its subsidiary BASF Mining Solutions, has launched a new process for extracting raw materials in the mining industry. With it, the chemical company increases speed and accuracy in the extraction of valuable raw materials. One valuable raw material is the critical metal tungsten, which is used mainly in aerospace technology. Shares of Almonty Industries, the world's leading tungsten mine operator, have shot up 11.32% over the past month. What is triggering this strong demand among investors? Meanwhile, in terms of demand, Volkswagen is feeling immense competitive pressure in the EV segment. To ensure that the Group does not lose the race, CEO Oliver Blume is opting for drastic measures.
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Commented by André Will-Laudien on September 28th, 2023 | 08:05 CEST
Attention: Extended correction - Buy the right stocks now! Bayer, Viva Gold, TUI, and BASF are on the list!
Higher inflation and rising interest rates - this connection should be clear to investors. The interest rate level in Germany has moved from negative territory to 2.77% in the 10-year range, but stocks continued to rise cheerfully. The party led to all-time highs of 16,528 points in July, but the fundamental situation of the companies deteriorated in parallel. Only after repeated warnings from the US Federal Reserve did the explosive NASDAQ also enter a correction. And it continues. Yesterday, the CEO of US investment bank JPMorgan, Dimon, warned that the world may not be prepared for 7% capital market interest rates. He and Dr. Jens Erhardt, the CEO of the asset management company DJE, warn of stronger setbacks on the stock markets. Some stocks have already undergone a strong correction. Here is a brief overview.
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Commented by Armin Schulz on September 27th, 2023 | 09:05 CEST
Nikola, Saturn Oil + Gas, BASF - A Buy in difficult times?
These are challenging times on the stock market. Central banks have not announced the end of interest rate hikes, which is poison for growth companies. In addition, extreme weather conditions are affecting the production of some companies, and there are geopolitical tensions to consider, including the ongoing Ukraine conflict and the simmering dispute between the US and China. Recently, there have also been tensions between China and Germany. Following critical statements by Foreign Minister Baerbock to China's Xi Jinping, the German ambassador was summoned. Energy shortages are becoming increasingly significant for many companies in Germany. Today, we look at three companies suffering from the problems described.
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Commented by Fabian Lorenz on September 14th, 2023 | 08:25 CEST
EU investigates BYD! Share staggers. BASF and First Phosphate bet on the battery market
Alarm bells at BYD. The European Commission is investigating the extent to which Chinese e-car manufacturers have received unauthorized subsidies for electric vehicles and can now flood the world market with cheap vehicles. This is weighing on BYD shares, which should actually benefit from the ongoing IAA. In contrast, First Phosphate reports another success. Following the preliminary economic evaluation, tests have now shown that phosphate rock from the Canadians is of high quality and suitable for producing lithium iron phosphate batteries. German chemical giant BASF is also expanding its activities in the battery sector. After setting up a plant in Germany, it is now moving to the United States. But analysts are currently skeptical about the stock.
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Commented by Juliane Zielonka on August 17th, 2023 | 07:10 CEST
Cantourage, Amazon, Bayer: Young entrants soaring, old players in reorientation
The time has finally come in Germany: the federal government has given the green light for the private use of cannabis. Since 2017, doctors in Germany have been allowed to prescribe cannabis as a therapeutic agent. The growing market in this segment has been recognized by the team at Cantourage, which focuses on the medical production of active ingredients from the hemp plant. The leadership of Bayer could use some relief. Analysts at Berenberg Bank have put the Leverkusen-based company's balance sheet through its paces and discovered a few things that have now downgraded Bayer's stock from Buy to Hold. Amazon's Cloud Business takes another step forward. The Company's in-house AI is moving into the documentation of medical health reports. Find out what it is all about here.
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Commented by Juliane Zielonka on August 3rd, 2023 | 07:35 CEST
dynaCERT, BASF, Daimler Truck AG: Investors pounce on logistics stocks, new opportunities and profit potentials
dynaCERT is developing a patented technology that generates hydrogen and oxygen on demand and delivers them through the air intake system to improve combustion and carbon emissions in various diesel engines. The Company has sold 93 HydraGEN™ units to a logistics company in Guyana to support the country's ambitious goal to reduce CO₂ emissions by 70% by 2030. BASF has cut its investment budget amid a global downturn to preserve cash. Amid takeover rumors from chemical company Covestro, BASF CEO Martin Brudermüller calls for support from the German government to improve the competitiveness of European chemical companies. Daimler Truck has launched a share buyback program in which up to 82.3 million shares may be repurchased. The Company expects a significant increase in profits with higher revenue and sales.
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