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Commented by Stefan Feulner on November 4th, 2024 | 07:00 CET

Exxon, F3 Uranium and JinkoSolar with tailwinds

  • Mining
  • Uranium
  • Oil
  • Solar
  • renewableenergies

The past trading week was marked by high volatility as the tech giants released their third-quarter results. Given the still unresolved election in the United States, it is unlikely that the volatility will subside soon. Investors should, therefore, prepare themselves for another rollercoaster ride on the markets until a final election result is confirmed.

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Commented by Fabian Lorenz on November 1st, 2024 | 07:00 CET

Takeover fever and buy recommendation! Evotec, Nel ASA, Barrick Gold, Desert Gold

  • Mining
  • Gold
  • Biotechnology
  • Pharma
  • renewableenergies

A hot takeover candidate in the gold sector is Desert Gold. Gold production in West Africa is expected to start in 2025. It is quite possible that one of the major gold companies will make a move by then. After the disappointing quarterly figures from Barrick Gold and Newmont calls for takeovers are growing louder. Analysts see significant upside potential. In the biotech sector, Evotec is repeatedly being discussed as a takeover candidate. The core business is considered extremely attractive, and the new CEO is expected to eliminate all the legacy issues this year. Next week will be exciting! And then there is Nel. Operationally, things are not going well for the former hydrogen star. Can the collaboration with a potential buyer turn things around?

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Commented by André Will-Laudien on October 31st, 2024 | 07:15 CET

Uranium Energy Rally 3.0! Another 100% with acquisitions at Nel, F3 Uranium, Plug Power, JinkoSolar and ARI Motors

  • Mining
  • Uranium
  • renewableenergies
  • Solar
  • Electromobility
  • Hydrogen

Energy policy has become quite complex. The EU sanctions fossil fuels and gold from Russia but leaves out uranium. Why? There is one nuclear energy fan that vehemently opposes it behind the scenes in Brussels: France! Other countries like Poland, the Czech Republic, and Finland have also emerged as followers. Sweden and Romania each have two additional reactors in the planning stage, which the authorities have already approved. So, it is a two-tier society within the EU, which leaves Economic Minister Robert Habeck looking particularly foolish, especially as he secured costly LNG gas from Qatar on a 10-year contract to shut down domestic reactors. More mismanagement is hardly possible. The fact remains: with the renewed demand for uranium, supply will likely struggle to keep up in the coming years. F3 Uranium holds extensive concessions in the largest uranium mining district in the world: the Athabasca Basin. The industry is preparing for the impending supply bottleneck with acquisitions and purchases. Investors have the potential to double their returns now!

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Commented by Fabian Lorenz on October 31st, 2024 | 07:00 CET

Siemens Energy unstoppable! BYD in a trade war? First Hydrogen share set for a price jump?

  • Hydrogen
  • greenhydrogen
  • renewableenergies
  • Electromobility
  • Energy

More and more analysts are suggesting it might be time to sell Siemens Energy stock. After all, the share is one of the top performers this year, with a price gain of more than 200%. What are the arguments in favour of selling? In contrast, anti-cyclical investors could add First Hydrogen shares to their portfolios. With plans to roll out hydrogen solutions for commercial vehicles across Europe, First Hydrogen's stock appears to have stabilized and represents the new generation in the hydrogen sector. Meanwhile, BYD is growing strongly. The Chinese are aiming for an aggressive expansion in Europe, but what do the new punitive tariffs mean? Is a trade war looming?

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Commented by Fabian Lorenz on October 30th, 2024 | 07:30 CET

Share about to jump? Rheinmetall, JinkoSolar, Almonty Industries

  • Mining
  • Tungsten
  • renewableenergies
  • Defense

The German government has allocated EUR 1 billion for a new raw materials fund. This will enable the KfW to participate in mining projects in Germany and abroad and secure Germany's supply of critical raw materials. To reduce dependence on China and Russia for tungsten, the state bank provided millions to Almonty Industries a few years ago. The mine in South Korea is nearing completion, prompting a revaluation of the stock. Rheinmetall's recent revaluation showcases the potential for significant stock price increases. Could Almonty be next? Meanwhile, JinkoSolar's stock took a notable hit yesterday, continuing its volatility. What lies ahead?

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Commented by Armin Schulz on October 30th, 2024 | 07:15 CET

Nel ASA, Myriad Uranium, RWE – The world needs CO2-free energy

  • Mining
  • Uranium
  • renewableenergies
  • nuclear
  • climatechange

The global need for CO2-free energy is more urgent than ever to combat climate change. With its low greenhouse gas emissions and high efficiency, nuclear power offers a stable energy source despite existing safety concerns. Alongside nuclear power, renewable energies such as wind and solar energy are gaining importance as they provide unlimited and environmentally friendly alternatives. Green hydrogen, produced by renewable energy sources, promises to revolutionize industries as a clean fuel source. The combined use of these technologies is crucial to reduce fossil fuel dependency and create a sustainable energy future.

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Commented by Armin Schulz on October 29th, 2024 | 08:00 CET

BYD, Altech Advanced Materials, JinkoSolar – Better batteries are key to a green revolution

  • Batteries
  • BatteryMetals
  • renewableenergies
  • Electromobility

Batteries are essential to the future of electrification. However, both technologies need to be improved in terms of performance and safety. EV batteries require higher energy density for better range and lighter weight, with technologies such as solid-state batteries that could reduce the risk of overheating and fire. On the energy storage side, long-lasting, environmentally friendly solutions are needed to balance out fluctuations in renewable energies and ensure grid stability. Innovative approaches in both areas are crucial to making e-mobility sustainable, high-performance, and safe.

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Commented by Stefan Feulner on October 28th, 2024 | 07:00 CET

JinkoSolar, Globex Mining, ZEAL Network – Potential not yet realized

  • Mining
  • Gold
  • Silver
  • Technology
  • renewableenergies
  • Solar
  • ecommerce

After a six-week streak in the green, the Dow Jones closed the past trading week in the red. In contrast, the Nasdaq technology exchange and the gold price reached new historic highs, while silver reached its highest level in 12 years. In this area in particular, enormous opportunities lie dormant for producers and smaller mining companies, which have so far been unable to benefit from the current precious metal boom on the stock exchange.

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Commented by Fabian Lorenz on October 24th, 2024 | 07:15 CEST

Buy recommendation for Nel ASA! Troubles at BYD! Globex Mining share has arrived in the gold rush!

  • Mining
  • Gold
  • Electromobility
  • renewableenergies
  • Hydrogen

The stock of Globex Mining has arrived in the gold and silver rush. Presented just four weeks ago as a candidate with catch-up potential, the stock of the mining incubator has since gained almost 30%. The chances of further price increases look promising. Meanwhile, the rush for hydrogen has largely dissipated. However, there is now a "Buy" recommendation for Nel ASA. Could the stock more than double? BYD, on its way to achieving a 5% market share in electric vehicles, is facing challenges! The Chinese, accustomed to success, are using this to step on the gas even more.

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Commented by André Will-Laudien on October 23rd, 2024 | 07:45 CEST

The next gold rush with silver! dynaCERT and JinkoSolar remain winners, caution with Nel and thyssenkrupp

  • Hydrogen
  • greenhydrogen
  • renewableenergies
  • Steel

If things continue this way, gold and silver are set to become the top performers of 2024. Excluding popular technology stocks like Nvidia, the Nasdaq 100 index is currently up 32% in Euro terms. Precious metals have recently outperformed this return. Gold prices have increased by almost 40%, while silver prices have risen by nearly 50%. Commodity experts attribute the new rally to the strong increase in money supply by central banks and the persistently high inflation. Silver is expected to see an even stronger appreciation, as the widely observed gold-silver ratio is at historically high levels of 80, whereas in regular times, it should be around 50. With a gold price of USD 3,000 in 2025, silver could theoretically advance to USD 60. LME physical silver inventories are at a 20-year low. In our peer group of stocks, there are clear candidates for a rapid doubling.

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