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Commented by Jens Castner on July 22nd, 2026 | 08:10 CEST

100% Upside Potential and More: What Analysts Predict for Desert Gold Ventures, Oracle, and Hypoport

  • Mining
  • Gold
  • geopolitics
  • Financial
  • cloud

Securities analysts are usually deliberately cautious so as not to raise false expectations. With Oracle and Hypoport, however, they are coming out of the woodwork with price targets that promise the potential for a doubling of the share price—and for the Canadian mining stock Desert Gold Ventures, even significantly more. What is behind these estimates, how realistic are they, and what facts should investors keep in mind?

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Commented by Stefan Bode on July 22nd, 2026 | 08:10 CEST

Gold: A Catalyst for Takeovers, with No Reversal in Sight—Commerzbank, Lahontan Gold, Renk, UniCredit

  • Gold
  • geopolitics
  • PreciousMetals
  • Defense
  • Banking
  • Investments

The stock market is constantly in flux, offering investors new opportunities while also requiring a solid understanding of individual sectors and companies. Our latest report highlights three highly intriguing stocks from different sectors that stand out due to takeover speculation, strategic realignments, and strong fundamentals. Whether it is geopolitical drivers affecting precious metals, political interventions in the banking sector, or the discrepancy between weak technical charts and operational strength in the defense industry—today's insights provide you with a solid foundation for your upcoming investment decisions.

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Commented by Tarik Dede on July 22nd, 2026 | 08:05 CEST

High Energy Costs: Hedge with Shares in TotalEnergies, dynaCERT, and Nordex

  • Hydrogen
  • cleantech
  • greenhydrogen
  • Energy
  • renewableenergy

The war in the Gulf has driven energy prices back up. Diesel in Germany is already costing well over EUR 2 per litre again. Even some leading figures in the CDU are now calling for a greater focus on renewable energy. The situation is not easy for business owners. Whether it is an industrial plant or the local shipping company: costs are rising, and the weak economic environment is not exactly making things any easier. Yet change is palpable. Electric vehicle manufacturers are reporting rising sales figures in many parts of Europe. Roof-mounted solar panels and balcony power plants are also gaining popularity again. Investors have the opportunity to hedge against energy costs by investing in equities. That is why we are taking a closer look at the shares of TotalEnergies, dynaCERT, and Nordex.

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Commented by Nico Popp on July 22nd, 2026 | 08:00 CEST

The Race for the Arctic Region: Rheinmetall Needs Steel, Champion Iron Expands into Europe, Strategic Resources with Two Promising Projects

  • Defense
  • GreenSteel
  • ironore
  • VTM

The green transformation of heavy industry is already challenging and is hitting industrial companies hard in times of crisis. Now geopolitics is adding to the mix—resilient supply chains are especially critical in the defence sector. Anyone who wants to reliably produce tanks, heavy military vehicles, or artillery, even in the midst of an absolute crisis, must rely on politically stable regions for the necessary raw materials and intermediate goods. The traditional distinction between civilian raw material extraction and military value creation is increasingly blurring in the current complex landscape. Civilian industry also benefits when political decision-makers expedite processes for national security reasons. We highlight three companies in the defence and steel sectors and point out opportunities for investors.

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Commented by Matthias Schomber on July 22nd, 2026 | 07:55 CEST

Millions in Losses at Eutelsat! Warning Sparks Panic at Evotec! Can Zefiro Methane Save Your Portfolio?

  • methane
  • OrphanWells
  • Satellites
  • Biotechnology

The geopolitical situation is currently escalating dramatically. The latest news from the Middle East is coming in fast and furious. A massive military exchange between the US and Iran threatens to profoundly shake the global economy. Burning oil refineries in Kuwait, dead soldiers, and wailing sirens in the Gulf state of Bahrain paint a grim picture of the current security situation. Such rapidly escalating crises are driving oil prices sky-high and have the potential to send shockwaves through international financial markets. In these particularly turbulent times, many investors are desperately seeking safe havens. While once-coveted AI and tech stocks, as well as biotech hopefuls, are collapsing under the weight of global uncertainty and, in some cases, their own internal issues, lucrative niche markets are increasingly coming into focus. Today, we take a look at three different stocks. First, we examine the severe setback at Evotec, the costly strategic hurdles at Eutelsat, and the astonishing resilience of Zefiro Methane.

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Commented by André Will-Laudien on July 22nd, 2026 | 07:50 CEST

Software giants are longing for a new gold rush! SAP, ServiceNow, TeamViewer, and DRC Gold are stepping into the spotlight

  • Gold
  • Africa
  • Commodities
  • Software
  • AI

The stock market is currently showing no mercy. Against a backdrop of growing belligerence, excessive debt, and rising inflation, growth stocks are repeatedly making a run toward higher valuations. "Asset inflation" is the buzzword. It actually reached a short-term peak in early June with the IPO of Elon Musk's marvel, "SpaceX." Since then, the market has been moving sideways, and occasionally downward, amid high volatility. While chip stocks celebrated an explosive summer rally, software stocks like SAP, TeamViewer, and ServiceNow took a steep nosedive. Are there already serious hopes for a rebound here? Even gold, which had been performing exceptionally well, reaching a new all-time high of over USD 5,400 in January, came under pressure. DRC Gold, an advanced explorer on Africa's east coast, is reporting good progress and is weathering the correction in the precious metals sector well, as evidenced by its share price performance. It is hard to imagine where the market might go if investors jump back on the gold bandwagon!

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Commented by Armin Schulz on July 22nd, 2026 | 07:45 CEST

The Billion-Dollar Industry You Cannot Afford to Miss: DroneShield, Volatus Aerospace, and Kratos Defense

  • Drones
  • Defense
  • hightech
  • aerospace

The era of weapon systems weighing several metric tons is coming to an end. Recent conflicts, from Ukraine to the Middle East, have elevated the drone from a tactical tool to a decisive factor in modern warfare. At the same time, more and more autonomous aerial vehicles are being deployed in the civilian sector, from inspecting critical infrastructure to logistics. Given that IDTechEx forecasts the market will double within a decade, the drone market should be at the top of investors' watch lists. Three companies could play a particularly decisive role in shaping this transformation: DroneShield, Volatus Aerospace, and Kratos Defense & Security Solutions.

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Commented by Nico Popp on July 22nd, 2026 | 07:40 CEST

Why the Tungsten Shortage Threatens SpaceX and Siemens Healthineers—and How Almonty Is Becoming the West's Top Supplier

  • Tungsten
  • Defense
  • hightech
  • Space
  • CriticalMetals

When technical necessity meets scarcity, it is not just engineers who take notice—the capital markets, too, have long been grappling with supply chains and their vulnerability to crises. This is particularly evident in the case of tungsten. This heavy metal is equally essential for modern space travel and innovative medical technology. Because Beijing is tightening the reins on tungsten exports, a metal also considered military-grade, the high-tech industry, from SpaceX to Siemens Healthineers, is feeling the heat. The search for crisis-resistant sources of raw materials is becoming a matter of survival for these corporations. Almonty, the leading Western tungsten producer, is perfectly positioned to benefit from this situation.

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Commented by André Will-Laudien on July 21st, 2026 | 07:55 CEST

M&A in Financials: Is PayPal's 100% Upside Just the Beginning? What Comes Next for Allianz, Commerzbank, RE Royalties, and Munich Re?

  • royalties
  • dividends
  • Banking
  • Investments

Rising interest rates and excessive government borrowing. The financial sector is back in the spotlight. In response to public interest, the sector has been required for some time now to ensure compliance with ESG lending guidelines. After all, no one in the EU, and certainly not in the US, wants to see a banking scandal like the recent one involving Credit Suisse in Switzerland. As a result, the global financial sector is increasingly aligning itself with sustainability criteria. As a result, innovative ESG financing now accounts for around 30% of the strategic core allocation among leading industry players. The insurance group Allianz is playing a pioneering role in this regard by using blended finance structures through its fund subsidiary, AllianzGI, to channel private capital into green projects in emerging markets via a climate fund worth billions. Munich Re, the world's largest reinsurer, also relies on a strict, independent green bond framework to support a low-carbon economy. Payment service provider PayPal takes a different, strongly socially oriented approach to ESG, focusing on the social pillar and global financial inclusion. A takeover could be on the horizon here—one that has long been anticipated, even by the very affordable green finance specialist RE Royalties. We are digging even deeper!

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Commented by Stefan Bode on July 21st, 2026 | 07:50 CEST

Weak Trading Week, Strong Banks, and an Interesting Oil Services Company – Bank of America, IBM, J.P. Morgan, Zefiro Methane

  • methane
  • OrphanWells
  • Oil
  • Energy
  • geopolitics
  • Banking
  • Investments

The past trading week, from July 13 to 17, 2026, was marked by strong quarterly results from major US banks, rising oil prices, and growing nervousness in the stock markets. While the S&P 500 lost about 1.2% and the Nasdaq fell 3%, several bank stocks managed to outperform the weak broader market. This week, investors are likely to focus once again on oil prices, as the US military campaign in Iran and Ukraine's attacks on Russian oil refineries continue to tighten energy markets. Higher oil prices increase costs across the entire value chain, raising the prospect of stronger inflationary pressures in the months ahead. Read on to find out who is still profiting in this environment.

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Commented by Armin Schulz on July 21st, 2026 | 07:25 CEST

China's Tungsten Grip Begins to Loosen—Almonty Industries Strengthens Defence Supply Chains as RENK and Boeing Secure Multi-Billion-Dollar Orders

  • Tungsten
  • Defense
  • hightech
  • CriticalMetals
  • aerospace

The wars in Ukraine and Iran have exposed a critical weakness in the West's technology and defence architecture. Without fire-resistant tungsten, even the most advanced fighter jets remain grounded, and the most precise guided missiles are rendered useless. While combat operations are depleting stockpiles, China has effectively secured a monopoly over the entire supply chain, from the mine to high-performance components. This double squeeze, driven by war-induced demand and Beijing's control over supply, is transforming this critical material into a strategic instrument of power. On the other hand, these tensions are fueling a boom in the defence industry. Meanwhile, these geopolitical tensions are fueling a boom across the defence industry. We take a closer look at the current outlook for Almonty Industries, RENK Group, and Boeing.

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Commented by Jens Castner on July 21st, 2026 | 07:20 CEST

GameStop, dynaCERT, Infineon: Three Paths from Penny Stock to High Flyer

  • Hydrogen
  • cleantech
  • Pennystocks
  • greenhydrogen
  • semiconductor

GameStop, once on the brink of bankruptcy, now plans to acquire eBay. Infineon, after a near-death experience during the 2009 financial crisis, is now one of the heavyweights on the DAX. The price surges of both stocks serve as a model for a third, significantly smaller case: dynaCERT. The Canadian company improves the fuel economy and emissions of existing diesel engines with a retrofit system. Analysts at GBC Research estimate the share's upside potential at over 500%. A look at the facts reveals whether this is realistic and what the future holds for GameStop and Infineon.

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Commented by Stefan Feulner on July 21st, 2026 | 07:15 CEST

BP, Lahontan Gold, Coinbase: Corrections Open Up Rare Opportunities

  • Mining
  • Gold
  • Silver
  • Nevada
  • crypto
  • Oil

Gold, oil, and Bitcoin are all consolidating after strong rallies. But it is precisely these kinds of corrections that have often opened up the most attractive entry opportunities in the past. While many investors are taking profits, the focus is shifting to companies on the verge of key milestones or benefiting from long-term megatrends. Whether it is precious metals, energy, or crypto, those who take a selective approach now could secure promising opportunities.

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Commented by Matthias Schomber on July 21st, 2026 | 07:10 CEST

Bayer, BASF & HPQ Silicon in the Spotlight: Surprise, Upheaval, and a Huge Opportunity!

  • Silicon
  • Batteries
  • Hydrogen
  • cleantech

The recent escalation of the Iran conflict in the Middle East and growing industrial pressure from China are posing extreme challenges to the global economy. With the Strait of Hormuz closed once again and reports of oil tankers exploding making the rounds, the price of Brent crude has skyrocketed to around USD 90 per barrel. That is the highest level since mid-June. The effects of this energy crisis are already clearly evident in companies' financial statements. For example, a "low-cost airline" reported a massive 34% drop in profits in the first quarter due to soaring jet fuel prices. At the same time, concerns about a major war are growing, as the US is once again carrying out airstrikes against targets in Iran following rocket attacks on US soldiers in Jordan and is deploying additional fighter jets to the region. Amid these geopolitical upheavals, Germany's industrial sector also faces a difficult challenge, as China has transformed from a once-booming sales market in many sectors to its fiercest competitor—whether in automotive manufacturing, mechanical engineering, pharmaceuticals, or chemicals. The People's Republic is directly challenging Europe with subsidized products, fierce price competition, and rapid technological automation. Those who correctly interpret these multifaceted developments—and how companies are responding to them—can uncover highly attractive investment opportunities right now. We have selected three stocks that deserve a closer look!

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Commented by Nico Popp on July 21st, 2026 | 07:05 CEST

Hydrogen Slump and "Tesla Fantasy": How Plug Power, Ballard Power, and First Hydrogen Aim to Regain Momentum

  • Hydrogen
  • cleantech
  • greenhydrogen
  • Batteries
  • Fuelcells

The hydrogen ramp-up in the industrial sector has reached a critical juncture. On the one hand, the scarcity of fossil fuels is driving the need to invest now; on the other hand, the struggling economy is wary of the associated costs. While climate targets remain firmly in place despite recent adjustments within the EU, and the International Energy Agency (IEA) projects global hydrogen demand to reach a staggering 17,500 terawatt-hours by mid-century, the hydrogen industry is facing mounting pressure. In Germany, policymakers are intensifying this pressure through the national implementation of the EU's RED III Directive. This directive stipulates that, starting in 2026, fuel suppliers must demonstrate compliance with mandatory minimum quotas for renewable fuels. According to calculations by Provaris Energy, failure to comply could result in penalties of EUR 120 per gigajoule, equivalent to an effective surcharge of up to EUR 15 per kilogram of hydrogen. With domestic hydrogen production capacity expected to remain constrained, the pressure to act is mounting. Is the hydrogen economy finally gaining momentum? We take a closer look at the industry and highlight several key companies that could benefit from the next phase of development.

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