news.financial
Commented by Armin Schulz on October 29th, 2026 | 05:43 CET
Almonty Industries, Rheinmetall and SpaceX: Tungsten as the backbone of armaments and spaceflight
Rearmament begins in the mine, not the factory. According to the September Position Paper from the German Mechanical Engineering Industry Association (VDMA), raw materials such as tungsten are indispensable in armaments, aviation and many other sectors. The close link between defence and space became clear on October 1. That day, Rheinmetall Italia and Argotec launched their first joint satellite for military airspace surveillance aboard a SpaceX Falcon 9. Raw materials, defence and spaceflight all depend on the same supply chain. Companies that can close critical gaps are in demand. We therefore take a closer look at Almonty Industries, Rheinmetall and SpaceX.
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Commented by Jens Castner on October 29th, 2026 | 05:40 CET
A Breakout in the Making? Desert Gold Ventures and Oklo following in Moderna's footsteps
Created and published on behalf of Desert Gold Ventures.
Moderna has already made the big leap. Yet the best trial data in the company's history sent the shares tumbling, because the success was already priced in. The situation is different for two stocks that have also reached crucial milestones but still attract little attention on the stock market. Desert Gold Ventures is on the verge of its first gold production in Mali. Nuclear power specialist Oklo has commissioned its first reactor, but still needs a little more time before its commercial breakthrough. Analysts' price targets for both shares are several times their current prices.
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Commented by André Will-Laudien on October 29th, 2026 | 05:39 CET
Life Sciences in Focus as Sector Rotation Takes Shape: Bayer, Vidac Pharma, Eli Lilly, Novo Nordisk and Evotec in 2027
AI is consolidating, and the Life Sciences sector is firing up its first turbo: Rising healthcare spending, the demographic ageing wave and a veritable wave of innovation are catapulting the industry straight into a multi-year supercycle – and now the major players are reallocating their capital. AI and high-tech have delivered their returns, and now the new outperformers for 2027 are stepping into the spotlight. The catch: after years of heavy losses, most stocks are trading close to their 5-year lows. That will not last! Some companies are already waiting in the wings, with the painful restructuring completed. Leading the way, Novo Nordisk continues its relentless advance as the undisputed flagship of the global obesity and diabetes wave. A genuine hidden gem for return hunters is Vidac Pharma. Through its research into the Warburg effect, the biotech firm is revolutionising cancer therapy and, as a classic high-beta play, adds a dash of spice to opportunity-focused portfolios. The giant Bayer is also back, consistently using the current valuation lull as a major entry opportunity to ignite the next phase of growth with a revamped pipeline. The power quartet is completed by Hamburg-based drug discovery company Evotec, which benefits directly from demand for complex therapies as an indispensable infrastructure and development partner. Those who want to stay ahead in the coming Life Sciences boom need to set the course for their portfolio now!
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Commented by Stefan Feulner on October 29th, 2026 | 05:36 CET
thyssenkrupp, Strategic Resources and Cleveland-Cliffs: Europe's Steel Challenge Becomes a Stock Market Opportunity
Europe's steel industry faces a difficult balancing act. More climate-friendly production processes require billions in investment, while high energy costs and international competition weigh on margins. Policymakers are calling for industrial transformation, but without reliable financing, affordable hydrogen and suitable raw materials, many projects risk stalling. Meanwhile, the recovery of US steelmakers shows how quickly earnings can improve with better market conditions. On the stock market, attention is therefore turning not only to established producers, but also to companies seeking to supply the raw materials needed for the next generation of steel production.
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Commented by Carsten Mainitz on October 29th, 2026 | 05:31 CET
Gold, Tickets, Turnarounds! Why Stock Pickers Should Take a Closer Look at DRC Gold, CTS Eventim and Mutares Now
The stock market is no petting zoo. Investors seeking returns have to go hunting themselves. Stock picking is the art of finding tomorrow's winners before the rest of the market wakes up. Under the leadership of industry veteran Klaus Eckhof, DRC Gold is working to take a stake in a gold project in the northeast of the Democratic Republic of the Congo. This could take the company to a whole new level. CTS Eventim is attracting renewed attention thanks to an activist investor. This could boost the share price. Mutares has many irons in the fire. Who is ahead?
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Commented by Fabian Lorenz on October 29th, 2026 | 05:29 CET
Defence industry bets on hydrogen? Rheinmetall, Nel ASA, SFC Energy and HPQ Silicon aim to benefit
Created and Published on Behalf of HPQ Silicon
Will hydrogen achieve a breakthrough in the defence industry of all places? Demand for decentralised energy solutions for drones, military bases and mobile command centres is increasing. This is less about climate protection than about security of supply and independence from vulnerable supply chains. Policymakers have also recognised the potential. In Europe and the US, government funding is flowing into the development of new hydrogen technologies for military applications. Listed companies could benefit from this. HPQ Silicon reports success in securing government funding for an innovative hydrogen technology. SFC Energy is expanding its defence business with a new partner in the Middle East. Rheinmetall and Nel ASA aim to jointly advance the decentralised production of synthetic fuels. Is a new, billion-dollar market emerging here for hydrogen companies?
Commented by Stefan Feulner on October 29th, 2026 | 05:28 CET
SAP, Aqarios Quantum Technologies, Infineon: The battle for the next "computing revolution"
The global economy's hunger for data is rapidly pushing conventional IT infrastructures to their physical and economic limits. While Artificial Intelligence requires enormous computing capacity today, the next major technological leap is already taking shape in the background. This historic shift opens up entirely new dimensions for investors. On the one hand, established tech giants are filling their coffers with billions in orders for conventional cloud software and high-performance semiconductors. On the other hand, specialised innovators are positioning themselves to define the fundamental standards for the coming quantum era today. Investors who strategically engage with this value chain, from hardware to the next generation of software, are now securing substantial leverage on this century's technological megatrend.
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Commented by André Will-Laudien on October 29th, 2026 | 05:26 CET
Audi Invests in the US – Avoiding 100% of Tariffs with VW, Mercedes, Power Metallic and Porsche AG
Created and published on behalf of Power Metallic Mines
US instead of Europe! Facing potential costs running into billions on vehicle exports, Volkswagen subsidiary Audi is now going on the offensive and announcing the construction of its own USD 4 billion SUV plant in the US state of Georgia. This is not an isolated case, as the global automotive industry is facing a fundamental crisis fuelled by collapsing sales in China, once its flagship market, and the US government's protectionist tariff policy under Donald Trump. This strategic investment, worth billions, not only secures substantial local tax breaks for the premium manufacturer but, above all, serves as a shield against Trump's import tariffs. The consequences for the entire sector are far-reaching, as pressure on European automakers to radically localise production is mounting. While competitors such as BMW and Mercedes have been manufacturing in the US for decades, Audi must now catch up at considerable financial expense. For the European home market, however, this shift in value creation is intensifying the debate over factory closures and job cuts. At the same time, weak sales in China, where German brands are increasingly losing out to local electric vehicle competitors, are forcing painful strategic changes. It is worth taking a closer look at the sector!
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Commented by Matthias Schomber on October 29th, 2026 | 05:24 CET
Space, Tickets and Mustard Seed Power: A Stock Rally Ahead? Why OHB, CTS Eventim and MustGrow Biologics Could Be Set for a Boost
Created and Published on Behalf of MustGrow Biologics Corp.
Aerospace group OHB stands out with a strategic stake and a full order book, while ticketing specialist CTS Eventim is attracting fresh attention after an activist US investor entered. An interesting company to watch, however, is MustGrow Biologics. The cleantech company's "Fireside Chat" with Bayer yesterday may have provided important impetus. After months of consolidation, the stock could now be poised for a breakout. If it breaks above key resistance levels, significant potential awaits.
Commented by Stefan Bode on October 29th, 2026 | 05:23 CET
Hidden billion-dollar market: Zefiro Methane - Is this turnaround candidate poised for a re-rating?
Created and published on behalf of Zefiro Methane Corp.
While many small-cap stocks face headwinds in the current market environment, a specialised environmental services provider is making significant operational progress outside the market spotlight. Driven by government funding programmes and strict environmental regulations, demand for well-plugging and methane measurement services is surging. With a record order backlog, fresh capital and a move into operating profitability, the stock now offers an asymmetric risk-reward profile. The following special report examines why analysts see substantial upside potential.
Commented by Armin Schulz on October 29th, 2026 | 05:22 CET
Gold Stocks – Barrick Mining, Lahontan Gold and Newmont: Balancing Production Costs and Gold Prices
Barrick is set to report its third-quarter results on November 9, and the gold sector is heading into earnings season with favourable momentum. High gold prices boost producers' profits, provided they keep costs under control. The major producers are already benefiting from these conditions today. Developers can expect the economics of building new mines to improve. Strong demand for gold works in the industry's favour. To understand how companies are positioned in this environment, it is important to look at both operating mines and projects that have yet to be built. We therefore take a closer look at Barrick Mining, Lahontan Gold and Newmont.
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Commented by Nico Popp on October 28th, 2026 | 05:45 CET
Split in the Tungsten Market: How Almonty, MP Materials and Rheinmetall Are Responding
The tungsten market is currently splitting into two distinct segments. While Chinese ammonium paratungstate (APT) prices are falling significantly, according to the Shanghai Metals Market, Western tungsten prices remain largely stable. Meanwhile, Washington's regulatory procurement requirements are forcing Western industrial companies to realign their supply chains. From 2027, new US legislation will prohibit the Department of Defense from using tungsten sourced from geopolitically sensitive countries such as China, Russia, Iran and North Korea. This legislation decouples Western prices from the Asian market and puts secure supply sources in sharper focus.
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Commented by Tarik Dede on October 28th, 2026 | 05:43 CET
Precious metals in turmoil: Opportunities in Hecla Mining, Desert Gold and Kinross Gold
Created and Published on Behalf of Desert Gold Ventures Inc.
These are wild weeks for gold and silver prices. The battle over the round USD 4,000 per ounce mark for gold is at its peak. Bulls and bears have been locked in a fierce contest for days. If the level holds, technical analysts expect a swift rebound upwards. Late autumn is also traditionally a seasonally strong period for precious metals. The market itself is already showing signs of a sell-off in gold and silver stocks, from major producers and developers to junior explorers. This opens up opportunities for bold investors. That is why today we are looking at the shares of Hecla Mining, Desert Gold and Kinross Gold.
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Commented by Nico Popp on October 28th, 2026 | 05:42 CET
Climate Protection at Nel and Daimler Truck at a Dead End: Why Hydrogen and Electric Trucks Are Stalling—and How dynaCERT Is Bridging the Gap
The logistics industry is currently facing an existential challenge characterised by sharply rising energy costs. According to the European Commission's Oil Bulletin, the average diesel price across the EU stood at EUR 2.136 per litre in mid-October, almost 40% higher than a year earlier. At the same time, the rollout of zero-emission infrastructure for heavy-duty transport is experiencing significant delays. As a result, solutions that reduce fuel consumption across existing fleets are becoming increasingly important for freight and logistics companies.
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Commented by Jens Castner on October 28th, 2026 | 05:40 CET
The Art of the Turnaround: Microsoft, Power Metallic Mines, innoscripta and CTS Eventim Prepare for a Comeback
Created and published on behalf of Power Metallic Mines
Microsoft showed what a turnaround looks like in the summer. After a weak first half, strong annual results gave the shares a substantial boost. Tonight, the software giant must prove that the recovery is sustainable. Two other stocks could now be on the verge of a similar turnaround. At Power Metallic Mines, a copper price near its record high and a high-grade deposit meet a share price that analysts consider significantly undervalued. Their price targets are around three times the current level. Meanwhile, German growth company innoscripta plunged by more than half following a raid but is already showing signs of recovery. CTS Eventim, the MDAX-listed ticketing company, has also moved beyond its recent lows. Both its CEO and an activist investor consider the stock severely undervalued.
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