news.financial
Commented by Fabian Lorenz on November 12th, 2026 | 05:45 CET
Tanks, drones, cars: The next generation of batteries is coming and Renk, BMW and HPQ Silicon are getting involved!
Created and published on behalf of HPQ Silicon
Whether for tanks, drones or cars, the next generation of batteries is waiting in the wings. At BMW, technological progress is already clearly evident. Demand for the “Neue Klasse” is so high that the carmaker wants to phase out models with older battery technology earlier. High-performance energy storage systems are also becoming increasingly important in the defence industry. Renk is increasingly relying on hybrid technology in the development of new tank powertrains. HPQ Silicon could benefit from this trend. The Canadian company is working on higher-performance battery materials and is making progress towards commercialisation. Government funding worth millions and initial orders in the drone sector are providing additional upside potential for HPQ shares.
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Commented by Stefan Bode on November 12th, 2026 | 05:43 CET
Profit surge, commodity opportunities and record share prices at Elmos, Henkel and Strategic Resources
Strong financial results do not guarantee rising share prices on the stock market. While a semiconductor manufacturer comes under pressure despite significant profit growth, a resource developer with projects for more climate-friendly steel production is attracting the attention of sector insiders. A consumer goods and adhesives group, meanwhile, is reaching new share price highs. What expectations are driving investors, where are the next technical hurdles and which risks deserve particular attention? This report examines three different stock market stories.
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Commented by Armin Schulz on November 12th, 2026 | 05:34 CET
Micron Technology, Power Metallic Mines and BYD – Copper stocks with tailwinds from AI and electromobility
Created and Published on Behalf of Power Metallic Mines
Artificial intelligence and electromobility are simultaneously driving demand for chips and metals. Data centres need memory chips and plenty of copper for power and wiring, while electric vehicles need batteries and copper as well. In early November, Chinese memory manufacturer CXMT reported progress on a new DRAM architecture. Shortly before that, BYD had reported more than 300,000 all-electric vehicles in a single month for the first time in October. If the trend continues, memory chips, copper and electric vehicles will benefit from the same demand. We therefore take a closer look at Micron Technology, Power Metallic Mines and BYD.
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Commented by Nico Popp on November 12th, 2026 | 05:32 CET
Tungsten rally: Who really profits – Kennametal, Sandvik, Rheinmetall or Almonty?
Tungsten is more expensive than almost ever before – but who actually profits from it? The price of the intermediate product ammonium paratungstate (APT) has multiplied since September 2023 and at times exceeded USD 3,200 per MTU in Rotterdam in the summer of 2026. S&P Global puts the gap between demand outside China and mine supply there for 2026 at around 21,000 tonnes WO₃. The result is paradoxical: Western tool manufacturers are reporting record profits, while the few producers outside China are being punished on the stock market. We take a look along the supply chain – from the mine to armour-piercing ammunition.
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Commented by Armin Schulz on November 12th, 2026 | 05:26 CET
Zefiro Methane – Orphaned oil wells, USD 40 million order backlog and the turnaround in adjusted EBITDA
Created and published on behalf of Zefiro Methane Corp.
For generations, the US oil industry has drilled wells and subsequently walked away from them. According to company information, there are around 3.9 million inactive wells across the country, from which methane can escape. When no financially viable owner is available to take responsibility, the state steps in, and the federal government has allocated USD 4.7 billion for this purpose. On October 15, Isometric also published a draft protocol for emissions credits generated by plugging orphaned wells, with the consultation period running through November 14. Companies with the expertise to plug these wells could have years of work ahead of them. We are therefore taking a closer look at Zefiro Methane.
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Commented by Jens Castner on November 12th, 2026 | 05:24 CET
Up to 800% Upside Potential: Analysts' Price Targets for Infineon, Antimony Resources and Stellantis
Created and Published on Behalf of Antimony Resources Corp.
Almost a doubling for Infineon, nearly a tripling for Stellantis and close to a tenfold increase for Antimony Resources: that is how far the most ambitious analyst price targets extend. The reasons vary: sometimes it is a record year, sometimes a raw material with geopolitical significance, sometimes a restructuring with an uncertain outcome. Read here why the gaps between current share prices and experts' assessments are so large.
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Commented by André Will-Laudien on November 12th, 2026 | 05:20 CET
Expropriation, gold and interest rates – Vonovia laughs, Desert Gold benefits, SAP and Oracle in the AI check
Created and Published on Behalf of Desert Gold Ventures Inc.
A lot is happening in the capital markets. AI crash, high volatility in high-tech stocks and new highs for the DAX. It is no wonder that Germany's benchmark index is cheering, as the all-important prices for fossil fuels are heading south. This eases the pressure on German industrial production. At the same time, market participants in Europe expect a gradual rapprochement between Ukraine and Russia. This brings billions in investment in new infrastructure for the much-criticised country into focus. Euphoria is correspondingly high among industrial stocks such as Siemens, Heidelberger Materials and Hochtief, driving the index. In the tech sector, SAP and Infineon are rising sharply; finally, the brakes in the AI sector have been removed. Things can now continue, as Europe stands on very solid ground, in contrast to sky-high valuations across the Atlantic. Institutional investors are slowly recognising this too. Against a backdrop of rising interest rates, we look at housing construction, Berlin's feverish fantasies and gold as a resurgent guarantor of value in uncertain times. Agile investors should check their portfolios for weather resistance as quickly as possible!
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Commented by Nico Popp on November 11th, 2026 | 05:45 CET
Kobo Resources, Resolute Mining and Wheaton Precious Metals: The new financing landscape for gold mines in Côte d'Ivoire
Developments in Côte d'Ivoire are coming thick and fast, and the country is positioning itself as one of West Africa's most dynamic mining nations. With the aim of increasing gold production to 100 tonnes by 2035, the country faces enormous capital requirements for exploration and development projects. The government in Abidjan is driving this transformation to reduce dependence on agricultural commodities such as cocoa and establish industrial mining as a second pillar of the economy. But who will finance the next generation of Ivorian gold projects, and on what terms will this capital be provided? Recent developments point to a paradigm shift, with local banks and international streaming companies increasingly stepping in where traditional Western bank loans once played a role. Projects operated by Resolute Mining and Montage Gold illustrate this trend, while exploration companies such as Kobo Resources are doing everything they can to achieve the coveted status of being bankable.
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Commented by Matthias Schomber on November 11th, 2026 | 05:41 CET
Crises in Autos and Hydrogen! A Huge Opportunity in Gold! Why Porsche AG and Nel ASA Are Struggling While Desert Gold Offers 630% Upside!
Created and published on behalf of Desert Gold Ventures
Norwegian hydrogen pioneer Nel ASA recently traded at a multi-year low, and sports car manufacturer Porsche AG had to introduce far-reaching cost-cutting measures. Are these companies simply facing a difficult period, or have they fallen into a more serious predicament? Could this present an opportunity for a turnaround? Meanwhile, junior gold developer Desert Gold could soon be making positive headlines, thanks to the likely start of production in Mali, West Africa. From the current share price of CAD 0.13 to GBC's ambitious price target of CAD 0.93, or EUR 0.59, there is almost astronomical upside potential. In the following article, discover the opportunities and risks associated with these three stocks and where retail investors may find genuine entry opportunities.
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Commented by Fabian Lorenz on November 11th, 2026 | 05:39 CET
200 % upside potential! Analysts too conservative? Zefiro Methane taps into a new revenue stream!
Created and published on behalf of Zefiro Methane
200 % upside potential and now a new revenue stream is being added! Growth at Zefiro Methane could accelerate further in the coming years. The company benefits from a market worth billions, a large order backlog and a management team that has achieved an operational turnaround. Trading in emissions credits could soon generate additional revenue with high margins. Even without significant contributions from this business, analysts already expect sharply rising profits and a doubling of revenue within three years. Given these prospects, is Zefiro stock currently significantly undervalued?
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Commented by Stefan Bode on November 11th, 2026 | 05:34 CET
Takeover Speculation and Forecast Pressure – HPQ Silicon, Hochtief and Stabilus
Created and Published on Behalf of HPQ Silicon
Takeover rumours, technological shifts, and cut long-term targets: very different catalysts are currently driving ongoing share price movements in the stock market. While a construction group benefits from speculation about full integration and the data centre boom, a specialist materials developer is focusing on battery, hydrogen and defence applications. A supplier, meanwhile, shows very clearly how heavily a weaker market environment, write-downs and increasingly cautious targets can weigh on valuations in a short time. Read more here:
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Commented by Carsten Mainitz on November 11th, 2026 | 05:33 CET
Boom with a Few Hurdles? Almonty, Rheinmetall and Renk Put to the Test! Is Now the Time to Buy?
Commodities, defence, returns. This formula for success has developed cracks. Following the recent sharp share price pullbacks, the crucial question is whether these are now buying opportunities or warning signals? With tungsten, Almonty is focusing on a strategic raw material with growing demand and considerable geopolitical significance. With the ramp-up of the South Korean Sangdong mine, Almonty is on the verge of a strong growth spurt. High prices, long-term offtake agreements and a further expansion phase also strengthen the sales outlook. Business at specialist Renk is running at full tilt. Following another forecast cut, Rheinmetall must offer investors a more reliable outlook. Where are the most attractive opportunities now?
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Commented by Fabian Lorenz on November 11th, 2026 | 05:32 CET
US Interim Results: Siemens Energy Among the Losers? First Solar and RE Royalties Among the Winners?
Are renewable energies in the US on the verge of a new boom? Solar energy and battery storage are already growing rapidly. Following the Democrats' victory in the midterm elections, the sector could receive an additional tailwind. One beneficiary that has received little attention so far is RE Royalties, whose business model enables long-term income from green energy projects. First Solar could also be among the winners. The solar group recently disappointed with its quarterly results and a cut to its forecast. By contrast, Siemens Energy risks becoming a loser from the political developments, as stricter environmental regulations could slow the boom in the construction of gas-fired power plants.
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Commented by André Will-Laudien on November 11th, 2026 | 05:26 CET
COP31 as a Catalyst for Returns! These Stocks Stand to Benefit from the Electrification Wave: VW, BYD, dynaCERT and SpaceX in Focus
The COP31 world climate conference in Antalya, Türkiye, is coming into focus for forward-looking investors as a key international implementation event. When almost 200 countries meet for two weeks of negotiations, the systematic decarbonisation of the global transport sector will be at the top of the political agenda. At this landmark summit, host country Türkiye is placing a clear emphasis on the comprehensive electrification of transport to specifically replace fossil fuels such as oil with clean electricity. As national climate action plans under the Paris Agreement must be continually tightened, governments worldwide are under immense pressure to accelerate the transition towards electric mobility and digitalised infrastructure through legislation. Despite political disruption and changed requirements from the US, regulatory pressure to reduce CO₂ remains unabated over the long term. With the Democrats' majority in Congress, there is once again some light at the end of the tunnel for the US too. For equity markets, this government-driven structural transformation means a sector-specific boom for companies in battery technology, charging infrastructure, rail transport and emissions control. Investors are taking notice and specifically targeting the winners!
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Commented by Stefan Feulner on November 11th, 2026 | 05:24 CET
Energy Fuels, Standard Uranium and Denison Mines: Uranium market facing the next supply shock
The expansion of nuclear energy and the rising electricity demand from AI data centres are increasing the pressure on global uranium supplies. New reactors need fuel supplies secured for the long term, while developing additional deposits takes years. New production capacity is therefore being created in North America, existing facilities are being expanded, and previously undeveloped uranium regions are being explored more intensively. Canada and the USA are particularly in focus. This is where it will be decided which companies will be able to supply additional volumes in future.
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