Column by Dana Kallasch, August 29, 2024, for Smart Investor

Lithium remains a key raw material for the energy transition and technological progress, but the market is facing major challenges. While European companies are hesitating, China is leveraging its market leadership and securing long-term access to key resources. Despite the recent losses in the lithium sector, counter-cyclical investors could benefit from the expected boom in demand up to 2030.

The question is: Is now the right time to get in?

Read the full column via the following link.

➡️ MISSED THE WEBINAR? | Commodities update - Insights into the commodities sector: current situation and outlook

Don't miss our exclusive webinar with renowned fund manager Tobias Tretter. Take this opportunity for in-depth insights into the commodities sector.

Agenda:

- Current situation in the commodities sector

- Analysis of the most important commodities and market trends

- Future prospects and investment opportunities

Tobias Tretter is an experienced commodities expert and will present valuable information and analysis that can help you make informed decisions for your investment strategy.

You can watch the webinar here (available in German) on YouTube ⤵

Rohstoffupdate - Einblicke in den Rohstoffsektor: aktuelle Lage und Aussichten - YouTube

➡ MISSED THE WEBINAR? | Structured Solutions Resources Income Fund: Supercycle delayed?

Commodity prices have risen sharply recently. The price of gold has even reached a new all-time high, but it seems that this has not yet really reached the mining companies. We talk about some commodity markets and give an update on the Structured Solutions Resources Income Fund.

You can watch the webinar in the media library: Structured Solutions Resources Income Fund: Supercycle delayed? | Fund platform: Fund platform

Your moderator: Frank Müller (DRESCHER & CIE AG)

Guest: Dana Kallasch (Commodity Capital AG)

Although gold has reached historic highs, investor enthusiasm is surprisingly low. What significant opportunities could arise for gold investors?

Dana Kallasch's latest article explores the question:

- Why gold mining stock valuations resemble those of 2000.

- The potential for a new gold bull market amid corrections in technology stocks.

- The unique opportunities presented by high gold prices and undervalued mining stocks.

- The macroeconomic factors influencing the market, including central bank gold buying.

- The outlook for copper and other commodities.

Read the full article (available in German) ⤵

(1) Eine neue Goldhausse? | LinkedIn

𝗔𝗹𝘁𝗲𝗿𝗻𝗮𝘁𝗶𝘃𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀 𝗔𝘄𝗮𝗿𝗱 𝗔𝘂𝘀𝘁𝗿𝗶𝗮 𝟮𝟬𝟮𝟰: The Global Mining Fund has been awarded third place in the Alternative Investments Award Austria 2024 by GELD Magazin. This award is given in the category of equity precious metal funds over a period of ten years (10 y.p.a. 9.7%) and is assessed on the basis of the Sharpe Ratio (SR= 0.22). We are delighted with this recognition of our work and will continue our commitment to the global mining sector.

Find our position on 𝗽.𝟳𝟵 and delve into Dana Kallasch's insightful article "Energy transition challenges and the importance of mining companies" on 𝗽.𝟴𝟭.

Read the GELD magazine no. 1/2024, click on the link below ⤵

Now available: "Investieren: Wasserdichte Rücklagen für alle Fälle mit Dana Kallasch & Mick Knauff".

On April 24, 2024, Ronny Wagner led an insightful discussion with experts Mick Knauff and Dana Kallasch on the YouTube channel @ronnywagnerofficial, exploring key strategies for securing investments in uncertain times.

Key topics:

- What happens to my investments in a financial crisis or war?

- Do I only need physical gold or also commodity shares in an emergency?

- What will happen when the EU asset register is implemented?

Discover valuable perspectives in the full discussion below ↓

Investieren: Wasserdichte Rücklagen für alle Fälle mit @MickKnauffOfficial & Dana Kallasch (youtube.com)

In this webinar, Ms. Kallasch, CEO of Commodity Capital AG, sheds light into the relationship between raw material extraction and ESG.

𝗔𝗹𝘁𝗲𝗿𝗻𝗮𝘁𝗶𝘃𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀 𝗔𝘄𝗮𝗿𝗱 𝗔𝘂𝘀𝘁𝗿𝗶𝗮 𝟮𝟬𝟮𝟰: The Global Mining Fund has been awarded third place in the Alternative Investments Award Austria 2024 by GELD Magazin. This award is given in the category of equity precious metal funds over a period of ten years (10 y.p.a. 9.7%) and is assessed on the basis of the Sharpe Ratio (SR= 0.22). We are delighted with this recognition of our work and will continue our commitment to the global mining sector.

Find our position on 𝗽.𝟳𝟵 and delve into Dana Kallasch's insightful article "Energy transition challenges and the importance of mining companies" on 𝗽.𝟴𝟭.

Read the GELD magazine no. 1/2024, click on the link below ⤵

Commodity Capital AG, a Zug-based investment boutique specializing in commodity and mining investments, recently received an asset management license from the Swiss Financial Market Supervisory Authority (FINMA). This license enables the company to expand its service portfolio and take over the asset management for the funds it has advised to date. In particular, this underlines the company's commitment to complying with FINMA's regulatory requirements and thus subjecting itself to the highest Swiss and international regulatory standards. The license gives the company the legal authority to manage various investment portfolios independently and strengthens its credibility in the industry. The granting of the license also included a restructuring of the management team.

To read the full press release, click on the following link

• Commodity Capital AG erhält Vermögensverwaltungslizenz (169.67 KB)

Gold is increasingly being used in a wide variety of forms as a portfolio addition: physically deposited in a vault, as an ETF, ETC or shares in mining companies. Due to its stable value, the precious metal is often used by investors as a "safe haven" in times of crisis. Its industrial uses, however, are limited, unlike the metals silver, platinum, copper or palladium.

Dirk Arning and the speakers will discuss which metal can be said to have which properties, which combinations and sizes appear to make sense in a portfolio and what we can expect from silver, platinum, gold, copper and co. in the coming months.