fertilizer
Commented by Stefan Feulner on May 5th, 2022 | 10:46 CEST
Rheinmetall, Triumph Gold, K+S - Hype or sustainable?
Already during the Corona pandemic, clear winners and losers could be identified. Vaccine manufacturers multiplied, and companies related to online trading also performed better than the market. In the current Ukraine crisis, however, the signs are changing. Suddenly, defense stocks, which were frowned upon a short time ago, are all the rage. Fertilizer companies, benefiting from the sanctions and the resulting supply shortages, are also gaining favor with investors. But how sustainable are the current increases? Gold mining stocks are also doing very well, but in contrast to Rheinmetall, Hensoldt & Co., they are performing much weaker.
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Commented by Armin Schulz on May 4th, 2022 | 12:04 CEST
K+S, Globex Mining, BHP Group - Commodity stocks for the next supercycle
Decarbonization is taking its toll. If you want to get out of fossil fuels, you need alternatives. But these alternatives require raw materials, some of which are not available in sufficient quantities. The result is rising prices. Goldman Sachs and Wells Fargo see commodities at the beginning of a supercycle, which means that the rally in commodities will last longer than 10 years. Tight supply is now further torpedoed by the Ukraine crisis and supply chain problems visible in China's ports. It is terrible for the industry but good for commodity producers. Today we look at three companies that could benefit from a supercycle.
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Commented by Juliane Zielonka on April 28th, 2022 | 12:04 CEST
Mercedes-Benz, Edison Lithium, K+S - Strong gains from the start
Mercedes-Benz AG scores with a good return on cars and vans in the first quarter of this year. Luxury and electric, in particular, are selling like hotcakes. Despite the pandemic, delivery problems and the lapsed Russian business, shareholders are benefiting from the current share price. To meet the demand for electromobility, areas with mineral resources such as lithium and cobalt are becoming increasingly valuable. These metals are used in batteries to power electric vehicles. The fertilizer company K+S is also providing drive in the agricultural sector. With its products, farmers generate almost twice as much crop yield. However, this disturbs a delicate balance, prompting the German Federal Ministry of Research and Education to take action.
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Commented by André Will-Laudien on April 27th, 2022 | 12:26 CEST
Barrick Gold, Desert Gold, K+S - Inflation: Is fertilizer the new silver and gold?
Inflation and rising interest rates are an argument in favor of precious metals - that is the opinion of many investors who suspect a loss of monetary value and want to protect themselves against it. But the stock exchanges had other topics on their radar in the last few days. Because due to strongly correcting share prices, there was primarily an urge for liquidity, in part to satisfy margin requirements of the bank. Such times also lead to the realization of price gains in gold and silver. So regardless of the environment, precious metals fall at times. For the long-term investor, this is a clear buying opportunity. We look at which stocks are promising here.
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