Markets

Weekly review KW 22-2021 – raw material prices are causing problems for China! – columns

The sharp rise in raw material prices is holding back the growth of Chinese industry. Accordingly, the purchasing managers’ index for May fell by 0.1 to 51 points.

Dear Readers,

Even if, on the contrary, the purchasing managers’ index in the service sector rose by 0.3 to 55.2 points and the overall economic dynamism remains largely stable, it is still clear that the cost problem has now also reached China.

Honestly, with a smile, we accepted China’s announcement that we want to curb rising raw material prices. Even if this caused a brief shock on the stock exchanges, one should not lose sight of the fact that raw materials are finite. It is therefore very likely that the project will fail.

Because remember, the fundamental path for the most important raw materials continues to point to growth and thus to increasing shortages, and that already in the second half of this year! From the supply side, no “big hit” is to be expected in the foreseeable future. And this thesis gave new weight a few days ago to none other than Freeport-McMoRan CEO, Adkerson, when he said:

“There is no shale oil for copper. Unlike in the oil industry, where there is a continuous flow of new deposits, new significant copper mines are very rare. “

There is nothing on our part to add. Rather, we assume that it will take years before the supply capacities are adapted to the new market conditions. Because thanks to the economic stimulus programs, increasing electromobility and investments in renewable energies, a reorganization process will be necessary.

Not least because of this, investors currently have an excellent opportunity to enter the raw materials market. Rising precious metal prices are also a foregone conclusion for experts, not least because of the massive expansion of money around the globe, which sooner or later will inevitably lead to high inflation.

Further interesting information on the subject of raw materials, stock exchanges and shares can be found here in our weekly review!

SLEEPING GIANT AWAKES ****

STILL COMPLETELY UNKNOWN: High-grade gold discovery in Australia makes this stock a price multiplier!

Gold, gold, gold! In times of rising inflation rates and negative interest rates, the “safe haven” is being targeted more and more! And with him the gold stocks are now popping up! If you are not there, you have to act!

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Mega find in Ecuador!

4.35% copper equivalent over 67 meters! Who offers more?

There are companies that still fly completely under the investor’s radar, but still certify their quality with excellent results!

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Uranium Energy / IsoEnergy

With nuclear energy into a low-emission future

New technologies and research are making nuclear power ever safer, cleaner and cheaper.

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Ridgeline Minerals / Fiore Gold

Gold and silver mines create desires

Jurisdictions favorable to gold and silver mines increase the value of projects. This applies to the Nevada location.

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Copper Mountain Mining / Hannan Metals

There is a threat of a copper shortage

Worldwide copper stocks are below historical levels.

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Caledonia Mining / Kore Mining

The real value of gold

The price of the precious metal has just reached its highest level in almost five months.

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Victoria Gold / OceanaGold

The largest gold reserves in the world

Money rules the world, actually it should say gold rules the world, because gold is money.

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Sibanye-Stillwater / Canada Nickel Company

The Eiffel Tower – symbol for hydrogen

The Eiffel Tower in Paris has just been illuminated, emission-free with hydrogen, to highlight the importance of CO2-free energy.

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Mawson Gold / Tarachi Gold

Gold as a means of preserving wealth is not a luxury good

Sales of luxury goods have returned to 2019 levels.

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Discovery Silver / Vizsla Silver

Silver – a precious metal that should not be underestimated

Last year, the demand for bars, coins and ETFs in silver hit new records.

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TOP Silver Play right on track

Discovery Silver – perfect review and outlook!

With a full cash register and TOP results behind you, head to new heights!

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** GOLD NEAR ALL-TIME HIGH **

Make a fortune this year in gold stocks! Become a MINE MILLIONAIRE – WITH THIS SHARE!

GOLD SHARES WITHDRAW! JOIN NOW! Big bank sees gold price at USD 2,200 – this year!

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Best borehole so far …

Maple Gold Mines reports more hits!

Anyone wondering how to spell first-class drilling results can now use the following series of letters: DO-21-282X.

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Endeavor Silver / MAG Silver

Silver is a key component

As the most conductive metal on earth, silver is used in almost all electronic applications.

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Skeena Resources / Aguila American Gold

Gold mining stocks should be owned

The stocks of gold companies, including junior companies, are likely to still offer a lot of potential for investors.

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Chile’s potential is being raised

Torq is expanding! Another promising option on the copper porphyry project secured!

Copper company secures further significant growth in Chile! Something really big can happen here!

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Osisko Gold Royalties / GoldMining

Central banks are buying gold again

Central bank buying behavior is one of the components of demand that supports the gold price.

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Best wishes

your

Jörg Schulte

According to §34 WpHG I point out that Jörg Schulte, JS Research UG (limited liability) or employees of the company can buy or sell their own business in the shares of the companies presented at any time (e.g. long or short positions). This also applies to options and derivatives based on these securities. Any resulting transactions may, under certain circumstances, affect the company’s share price. The information, recommendations, interviews and company presentations published on the “websites”, the newsletter or the research reports are paid for by the respective companies or third parties (so-called “third parties”). The “third parties” include, for example, investor relations and public relations companies, brokers and investors. JS Research UG (limited liability) or its employees can partially be rewarded directly or indirectly for the preparation, electronic distribution and other services by the discussed companies or so-called “third parties” with an expense allowance. Even if we prepare each report to the best of our knowledge and belief, we advise you to consult other external sources, such as your house bank or a trusted advisor, with regard to your investment decisions. For this reason, liability for financial losses that may result from using the information discussed here for your own investment decisions is categorically excluded. Particularly in the case of raw material and exploration stocks and low capitalized stocks, the depot proportions of individual shares should only be so high that even in the event of a total loss, the total depot can only lose marginal value. In particular, stocks with a low market capitalization (so-called “small caps”) and especially exploration stocks, as well as all listed securities in general, are sometimes subject to considerable fluctuations. The liquidity in the securities can be correspondingly low. When investing in the raw materials sector (exploration companies, raw material producers, companies developing raw material projects), additional risks must be taken into account. Below are some examples of specific risks in the raw materials sector: Country risks, currency fluctuations, natural disasters and storms (e.g. floods, storms), changes in the legal situation (e.g. export and import bans, punitive tariffs, prohibition of raw material extraction or raw material exploration, nationalization of projects), environmental requirements (e.g. higher costs for environmental protection, designation of new environmental protection areas, prohibition of various mining methods), fluctuations in raw material prices and considerable exploration risks.

Disclaimer: All information published in the report is based on careful research. The information does not represent an offer to sell the shares discussed, nor an invitation to buy or sell securities. This report only reflects the personal opinion of Jörg Schulte and is in no way to be equated with a financial analysis. Before making any investments, professional advice from your bank is essential. The statements are based on sources that the publisher and his staff consider trustworthy. Nevertheless, no liability can be assumed for the correctness of the content. No guarantee is given for the accuracy of the charts and data on the commodity, currency and stock markets shown. The source language (usually English) in which the original text is published is the official, authorized and legally valid version. This translation is included for better understanding. The German version can be shortened or summarized. No responsibility or liability is assumed for the content, correctness, appropriateness or accuracy of this translation. From the translator’s point of view, the message does not constitute a buy or sell recommendation! Read here – https://www.js-research.de/disclaimer-agb/

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