Vulcan Energy

As every Sunday, the most important news from the past week, as well as the dates for the coming week.

Also as a video:

https://youtube.com/shorts/ZPpl6YxM2S4?si=K_7TSd0HdgNKy91u

Tuesday:

The agricultural group $BAYN (-0,14 %) Bayer misses expectations again. Operating profit for 2024 is now estimated at only 10.4 to 10.7 billion euros. Sales fell by 3.6% in Q3. Mainly because glyphosate is currently no longer in such high demand in South America.

https://www.handelsblatt.com/unternehmen/industrie/pharmaunternehmen-bayer-senkt-gewinnprognose-fuer-2024-und-erwartet-schwaches-neues-jahr/100084062.html

$SIX2 (-1,06 %) Sixt is still struggling with write-downs on used cars. Business itself is going well. Sixt still expects a pre-tax profit of EUR 340 million for 2024. Revenue increased by 10% in the third quarter.

https://www.n-tv.de/regionales/bayern/Sixt-kappt-Gewinnprognose-article25355559.html

The ZEW economic expectations were worse than expected. Expectations have worsened, the opposite had been expected.

https://www.finanzen.net/amp/eintruebung-zew-konjunkturerwartungen-deutschland-sinken-im-november-unerwartet-14008723

Significant increase at $VUL (+5,4 %) Vulcan Energy, the company is producing green lithium hydroxide for the first time from its own European plant in Frankfurt Höchst. The first quantities are now going to customers LG, Umicore, Stellantis and Renault.

https://www.automobilwoche.de/e-auto-akku/vulcan-energy-erstes-grunes-lithium-aus-europa

Wednesday:

The inflation rate in the USA is rising again, now at 2.6%. It is thus moving away from the target value of 2.0%. Economists expect Trump to cause inflation to rise further. This is because fewer tax payments could further fuel the US economy, which could lead to shortages of goods. Tariffs and a stock market rally could drive prices up further.

https://www.handelsblatt.com/finanzen/geldpolitik/us-inflationsrate-26-prozent-inflation-in-den-usa-zieht-wieder-an/100087587.html

Thursday:

Producer prices from the USA 🇺🇸 are higher than expected. Instead of 2.3%, prices rose by an average of 2.4% compared to the same month last year. The core index excluding food and energy prices also rose.

https://www.boerse.de/nachrichten-amp/USA-Erzeugerpreise-steigen-etwas-staerker-als-erwartet/36700617

Friday:

$TKA (-0,54 %) After the hydrogen subsidiary $NCH2 (-2,05 %) Nucera, Thyssenkrupp is planning its next spin-off. This time, the marine division is to be floated on the stock exchange as an independent company. Sales negotiations with the investor Carlyle have recently failed.

https://www.handelsblatt.com/unternehmen/industrie/stahlkonzern-thyssenkrupp-marine-sparte-koennte-2025-26-an-die-boerse-gehen/100088818.html

Key dates in the coming week:

Tuesday: 14:30 Inflation data (Canada)

Wednesday: 00:50 Trade Balance (Japan)

Friday: 08:00 Inflation data (DE)

What other important dates can you think of?

#inflation
#kanada
#handel
#japan
#bip

Vulcan Energy
$VUL (+5,4 %) has built a demonstration demonstration plant for the production of lithium hydroxide for electric car batteries.

The lithium is extracted from thermal water in the Upper Rhine Graben and industrial production is scheduled to start in 2027. It is particularly important to emphasize that the lithium sustainably produced in Europe, with the energy required being generated CO2-free using geothermal energy.

CEO Cris Moreno emphasized that this will make an important contribution to strengthening the battery value chain in Germany and Europe. -Handelsblatt

Photo: Vulcan Group

$VUL (+5,4 %)

The volcano has been running for a year 🌋 🚀

Today there was an additional boost from Robert.

...June 2022 I heard a small report on the radio at the time "the company Vulcan Energy wants to mine lithium in Germany"

That sounds exciting 💡 "That's definitely a great thing. Would be cool if you had shares in them"

but where can you get shares?

It was my first time on the stock market. I heard about Trade Republic from a friend and almost blindly invested my first euros. In Vulcan Energy, of course

It didn't go as well as I'd hoped at first. I'm currently still down 9% but still find the company exciting.

What was your first share?

How did you get into the stock market?

$VUL (+5,4 %) 🚀 Where is the journey going?

$VUL (+5,4 %)

Anyone else here invested in Vulcan Energy? Things finally seem to be looking up, I have a small position in this exciting project myself.

Review January/February

Let's take a look back at the last 2 months.

Scalable Wealth

My robo-advisor is doing very well so far this year, which is probably because it invests 10% in crypto. It is currently at +7.31% YTD. Like every month, the same amount always flows in here. Overall, the robo-advisor is now at +13,10%.

Crypto

I bought about 1700 $CRO (+2,91 %) because I think the company is doing a good job, especially with regard to the scandal with Wirecard.

My crypto portfolio is up over +24% YTD. This is largely due to $INJ (+2,76 %) . Bought in November and currently at about +160%

Shares

I bought my Commerzbank shares in January/February $CBK (-1,01 %) and my $VUL (+5,4 %) sold my shares. I still like Commerzbank, but I wanted to put the money into other companies. New additions are $MAERSK A (-3,33 %) and $ZIM (-10,19 %) . These are to be saved in the future with the help of a savings plan, but are not currently at the top of my list of priorities. My current priority is to build up my existing positions. My strategy has worked very well so far. Today in particular $DTG (+0,21 %) Daimler Truck has been very convincing. I am currently up 41.62% with Daimler Truck.

My equity portfolio is at about +2.55% YTD

Further

As not only my investment is set to grow, but I personally would also like to grow, I will also write something briefly about this.

I have read 4 books so far this year. These include the book "The Richest Man in Babylon". So far, I have consistently achieved my goal of reading every day this year. I would be very happy to receive further book suggestions.

My studies are also progressing very well at the moment. I have already successfully completed the accounting, business administration and cost and performance accounting courses this year, even though it was very stressful, as I wrote the exam in cost and performance accounting just 2.5 weeks after the start of the course, for example. I am currently studying for the exam in financing and investment.

I'm also making progress professionally and have been able to improve there too. In a few days, I'll be starting my new job in marketing, which I'm really looking forward to.

How has your year been so far?

https://einzelaktien.com

Have you ever bought a share by mistake?

I accidentally bought more today $VUL (+5,4 %) wanted to sell it, but was distracted by my meal. Then wanted to sell 100%, pressed buy instead of sell and bought for €100 🤥

As every Sunday, the most important news from the past week, as well as the most important dates for the coming week.

The dates are also available as a video:

https://youtube.com/shorts/mhtPIi_3HOM?si=MYSt1-W3-5VirPYv

Monday:

$BAYN (-0,14 %) Bayer was ordered to pay EUR 1.5 billion in the glyphosate litigation. In addition, the phase III trial of a new drug had to be terminated due to a lack of efficacy. Potential sales of EUR 5 billion have already been estimated for the drug.

https://www.finanzen.net/nachricht/aktien/zu-zahlung-verurteilt-bayer-aktie-vorboerslich-unter-druck-bayer-erleidet-milliardenschwere-glyphosat-niederlage-in-den-usa-studienstopp-fuer-hoffnungstraeger-asundexian-13050426

China is not changing its key interest rates. Interest rates for the one-year rate thus remain at 3.45%. Well below the ECB's key interest rate of 4.5%.

https://www.wsj.com/articles/china-keeps-benchmark-lending-rates-steady-f961fb44

Exciting developments in Argentina 🇦🇷. The left-wing government was voted out of office. Javier Milei, who describes himself as an 'anarcho-capitalist', came to power. Milei wants to significantly streamline the state. Argentina is heavily indebted, has already slipped into national bankruptcy several times and is struggling with high inflation.

https://www.sueddeutsche.de/politik/argentinien-wahl-javier-milei-sergio-massa-sieger-folgen-1.6306036?reduced=true

Tuesday:

Also at $TMV (-1,8 %) Teamviewer also had another negative announcement. Major shareholder Permira sells 7% of Teamviewer. In total, the PE investor still owned 20% of Teamviewer.

https://stock3.com/news/teamviewer-permira-platziert-aktien-13626255

Lagarde emphasized at an event held by the German Federal Ministry of Finance that the ECB will probably keep the key interest rate constant for the time being. This means that there will be no rapid cuts. This is why growth and real estate stocks are losing out. Lagarde also left open the possibility of further interest rate hikes.

https://www.handelsblatt.com/finanzen/geldpolitik/geldpolitik-lagarde-macht-erstmals-deutlich-zinsen-im-euro-raum-bleiben-vorerst-konstant/100001202.html

Major blow to the next CEO of a crypto company. The CEO of Binance Zhao Changpeng must leave Binance for at least 3 years. Binance must also pay a fine of USD 4.3 billion and admit to violating money laundering laws. It is the highest fine ever imposed by the US Treasury Department. Among other things, Binance has supported transactions for child sexual abuse, illegal drug trafficking and terrorism in more than 100,000 cases. The crypto industry is reacting with mixed feelings. Some even expect that the way would now be clear for Blackrock's crypto ETFs.

https://www.handelsblatt.com/finanzen/maerkte/devisen-rohstoffe/kryptowaehrungen-binance-ceo-ich-habe-fehler-gemacht-und-muss-dafuer-gerade-stehen-/29515418.html

It is clear from the FOMC minutes that the FED is taking a cautious approach. All participants agreed to proceed 'cautiously'. Traders expect the first easing of a restrictive monetary policy as early as May 2024.

https://www.handelsblatt.com/finanzen/geldpolitik/us-notenbank-fed-signalisiert-vorsichtigen-kurs-haendler-spekulieren-auf-zinssenkung-ab-mai/29515378.html

Wednesday:

$TKA (-0,54 %) Thyssen-Krupp fails to present a balanced annual financial statement as planned. The company slips into the red due to write-downs. The bottom line is a loss of around two billion euros in the 2022/23 financial year. Shareholders are nevertheless to receive a dividend of 0.15 cents per share, which is of course due to the fact that the write-downs are not cash flow effective.

https://www.handelsblatt.com/unternehmen/industrie/industriekonzern-thyssen-krupp-macht-milliardenverlust-und-verhandelt-joint-venture/29515788.html

Surprisingly weak economic data from the USA. Orders for durable goods slumped by 5.4 %, while experts had expected a decline of just 3.1 %. At the same time, however, it was reported that initial jobless claims continued to fall.

https://www.handelsblatt.com/politik/international/konjunktur-us-industrie-mit-ueberraschend-deutlichem-auftragsminus/29517094.html

Thursday:

$VUL (+5,4 %) Vulcan Energy opened a lithium production plant today. This plant is a preliminary stage before the construction of the commercial plant by 2026. The aim is to extract CO2-neutral lithium from the thermal water.

https://www.maschinenmarkt.vogel.de/vulcan-energy-eroeffnet-anlage-zur-produktion-von-lithium-a-b36a1b24d316888d382b025d6c1c5e58/

The lira has depreciated significantly over the years. The main reason for this was a key interest rate that was far too low, which was politically desirable. However, the Turkish central bank has now reacted and raised the key interest rate significantly to 40%.

https://www.handelsblatt.com/finanzen/geldpolitik/geldpolitik-tuerkische-notenbank-erhoeht-leitzins-kraeftig-auf-40-prozent/100001329.html

The Abu Dhabi company Adnoc is probably considering a takeover of Wintershall Dea. The sale of the subsidiary would put money in the coffers of $BAS (-1,23 %) BASF's coffers. At the same time, BASF would become less dependent on 'fossil revenues' and could invest more in future technologies.

https://www.handelsblatt.com/unternehmen/energie/basf-oelriese-adnoc-prueft-offenbar-uebernahme-von-wintershall/29520304.html

Friday:

While the inflation rate tends to fall elsewhere, it is rising in Japan. The central bank there has not yet raised key interest rates. At 2.9%, however, inflation was below expectations of 3.0%.

https://www.n-tv.de/wirtschaft/der_boersen_tag/Inflation-hat-sich-in-Japan-beschleunigt-article24553546.html

$VOW3 (-1,43 %) VW is already planning a low-cost entry-level electric model for the Chinese market for 2026. Four models with prices between EUR 18,000 and EUR 22,000 are to be launched on the market.

https://www.handelsblatt.com/unternehmen/industrie/volkswagen-vier-neue-modelle-vw-plant-das-20-000-euro-auto-in-china-schon-ab-2026/29513608.html

The most important dates for the coming week:

Monday: 16:00 House sales (USA)

Tuesday: 08:00 Consumer Confidence (DE)

Wednesday: 14:00 Inflation data (DE)

Thursday: 11:00 Inflation data (EU)

Friday: 02:45 Manufacturing data (China)

I'm a little stumped right now:

Currently we are seeing new lows at $VUL (+5,4 %) new lows every day.

And yet I only read positive news.

Feasibility study exceeded.

Various new joint ventures. Story intact. Analyses good - everyone is screaming buy.

Did I miss something that explains this trend? Is everything just an exaggerated technical reaction?

... I mean, on the one hand, I'm happy and my savings plan is happy.

Please for enlightenment 💡

Hey guys :-)

am new here on getquin and really excited.

I have now built a portfolio with ETfs and would like to build up assets.

I am 37 years old and have been intensively involved with the topic for the last few years.

For me is in the foreground with $VUL (+5,4 %) short-term profits and then to place them in my ETFs. With $CSPX (+0,89 %) I would like to place myself strongly in the IT area.

then comes the rest with emerging markets to cover the emerging markets.

what do you think?

The goal is to build wealth and a savings plan of 200€ per month for the next 30 years.

I am curious about your opinion.

Kind regards