Commented by Fabian Lorenz on June 15th, 2026 | 08:00 CEST

Critical Raw Materials and Defence Stocks in Focus: Steyr Motors, MP Materials, Almonty Industries

• Mining
• Tungsten
• Defense
• hightech
• RareEarths
• CriticalMetals

Congratulations to all investors who took advantage of Almonty's recent dip. By the end of the week, the tungsten producer's stock had rebounded significantly. After all, the fundamental facts have not changed. Tungsten is in short supply, and demand is rising. In an interview with the "taz", a market expert describes the current situation as dramatic. Among other things, he calls for a ban on the export of tungsten scrap to China. Additionally, mining projects need stronger support. Similar to tungsten, the West must also establish its own supply chains for rare earths. In the US, MP Materials aims to do just that. The stock has been trading sideways for months. Yet analysts recommend buying. Steyr Motors' stock is in a downtrend, and the quarterly figures failed to provide any momentum. Perhaps the autonomous systems division will bring about a turnaround?

Commented by Stefan Feulner on June 15th, 2026 | 07:55 CEST

DroneShield, Volatus Aerospace, Textron: Technological Change Creates New Stock Market Stars

• Drones
• Defense
• hightech
• geopolitics
• aerospace

Modern warfare is undergoing a historic transformation. Autonomous systems, drone defence, and intelligent defence technologies are evolving into multi-billion-dollar growth markets. At the same time, forward-looking civilian industries are also benefiting from this trend. Drones are increasingly taking on tasks related to monitoring critical infrastructure, energy supply, and data collection. At the same time, electric mobility, hybrid powertrains, and the growing electrification of the economy are driving demand for innovative vehicle and battery systems. Those who position themselves early in these structural growth markets could benefit from a long-term investment boom that extends far beyond the traditional defence sector.

Commented by Tarik Dede on June 15th, 2026 | 07:50 CEST

Lahontan Gold: Poised for a Revaluation This Year?

• Mining
• Gold
• Silver
• Nevada
• geopolitics
• Commodities

The gold market is currently overshadowed by the war in the Persian Gulf and SpaceX's IPO. Investors' focus has shifted. However, this presents opportunities for counter-cyclical investments. In the gold sector, valuations have fallen significantly in some cases. Yet the structural trends remain intact, as Citigroup recently noted in a detailed study. Accordingly, their commodities analysts confirmed their 6- to 12-month price target for gold at USD 5,000. The long-term upward trend is supported by structural changes such as ongoing de-dollarization, the shift in global supply chains and trade routes, and gold purchases by central banks worldwide. JPMorgan and Bank of America are even more bullish and see the price per ounce at USD 6,000 to USD 6,300 by year-end. Lahontan Gold is likely to benefit massively from these developments. The Canadians plan to begin construction of the historic Santa Fe Mine in Nevada as early as next year. On the way there, the stock should see a revaluation.

Commented by Nico Popp on June 15th, 2026 | 07:45 CEST

Lithium Makes a Comeback: Processing Is a Bottleneck for Mercedes-Benz and Siemens Energy – Rock Tech Lithium Breaks the Monopoly

• Lithium
• Batteries
• Electromobility
• Energy
• cleantech

With scarce raw material reserves in the West, a more restrictive trade policy, and China still holding a monopoly on raw material processing, the situation surrounding battery-grade raw materials calls for action. After the price of lithium hit a preliminary low in June 2025, "white gold" saw a robust recovery of around 180% by February 2026, reaching a high of USD 10.48 per pound. The real bottleneck, however, is not extraction, but the chemical refinement into high-purity lithium hydroxide monohydrate for battery applications. Since a comprehensive investigation by the US Department of Commerce now classifies lithium supply security as a matter of national security, the development of resilient domestic processing infrastructure has moved to the forefront of industry priorities. The German-Canadian company Rock Tech Lithium plays a crucial role.

Commented by Stefan Feulner on June 15th, 2026 | 07:40 CEST

Nurix, BioNxt Solutions, Zealand Pharma: New Therapies Ignite the Imagination

• Biotechnology
• Biotech
• Pharma
• Cancer
• Innovations

The biotech sector is currently experiencing tremendous momentum. Therapies for obesity, diabetes, autoimmune diseases, and neurological conditions, in particular, rank among the largest growth markets in the healthcare industry. The booming GLP-1 market for weight loss and metabolic disorders alone is expected to reach a volume of tens of billions of USD in the coming years. At the same time, new classes of active ingredients and innovative delivery technologies are providing fresh momentum. Investors find themselves in an environment where clinical advances and technological innovations can trigger significant increases in value.

Commented by Tarik Dede on June 15th, 2026 | 07:35 CEST

Pan American Silver, Strategic Resources, and AngloGold Ashanti: Three Strong Commodity Stocks for Your Portfolio

• Mining
• Gold
• Commodities
• ironore
• VTM
• GreenSteel

In the current market environment, with commodity prices correcting, it is worth taking a look at stable, high-growth companies in the sector. Many valuations have also come down due to the war in the Persian Gulf and the debate over interest rate hikes. Nevertheless, most companies are earning handsomely. The first quarter saw record cash flows and profits. In addition, many companies have streamlined their balance sheets in recent years and now have a net cash position. These are the perfect conditions for these stocks to take off again in the next upturn. That is why we are taking a look today at the stocks of Pan American Silver, Strategic Resources, and AngloGold Ashanti.

Commented by Jens Castner on June 15th, 2026 | 07:30 CEST

SUPERINVESTOR ERIC SPROTT TAKES A STAKE IN POWER METALLIC MINES! BAE SYSTEMS AND BMW CAN BREATHE EASIER

• PGMs
• Copper
• Electromobility
• Investments
• CriticalMetals
• Defense

Mining legend Eric Sprott is investing CAD 2.0 million in the Canadian exploration company Power Metallic Mines, sending a signal that resonates far beyond the mining sector. Copper, nickel, cobalt, and platinum group metals, which lie dormant in the ground in Québec, are in high demand by both the defence industry and automotive manufacturers. For companies such as BAE Systems and BMW, these critical raw materials are indispensable. Three companies, one supply chain—and a race the West cannot afford to lose.

Commented by Armin Schulz on June 15th, 2026 | 07:25 CEST

Supply Shortage & AI's Power Hunger: Why Cameco, Standard Uranium, and Energy Fuels Are the Perfect Uranium Stocks Right Now

• Mining
• Uranium
• Energy
• nuclear
• AI

The uranium industry is facing an unprecedented shortage in 2026. The annual production shortfall of 30 million pounds is driving up prices, while 70 gigawatts of new reactor capacity is being built worldwide. But the real driver is the insatiable hunger for power of AI data centers. Add to that a historic wave of consolidation. Major producers are securing strategic stakes, juniors are merging into powerful platforms, and even non-energy players are entering the market via licensing models. Those holding the right positions now could benefit from a supercycle. While Cameco, as an established giant, focuses on stability, Standard Uranium, as an explorer, offers growth opportunities and could become a takeover target. Energy Fuels benefits from its unique US infrastructure.

Commented by André Will-Laudien on June 15th, 2026 | 07:20 CEST

The Countdown to Mars is on: SpaceX, OHB, Rheinmetall, and Kobo Resources are Taking Off

• Mining
• Gold
• Commodities
• Africa
• Space
• Defense
• IPO

Long-awaited, and now it has finally happened! We are talking about the IPO of the century from Elon Musk's empire: SpaceX. With a market capitalization of USD 2.2 trillion, the stock has joined the illustrious "MAG7" club after its first day of trading—it is now, so to speak, the "MAG8". Of the 22,000 employees, one in four has become a millionaire. There are 20 new billionaires from the founder's inner circle; even the operator of the SpaceX Campus Café is now worth USD 5 million. Elon has become the new messiah of the dollar, and the markets follow him with reverence. This once again highlights the fascination of "stocks" for the average person: anyone can obviously make it; you just have to be in the right place at the right time. Whether SpaceX's high valuation will still hold true in a few weeks now depends on the ETFs. They account for 30% of US stock market trading and will have to reflect the IPO valuation champion in their future weightings within the NASDAQ and Russell indices. Inclusion in the S&P is not expected until December. The catch: only 7% of the shares are freely tradable. What should investors pay attention to now?

Commented by Armin Schulz on June 15th, 2026 | 07:15 CEST

Zefiro Methane vs. BP & Shell: One Industry, Two Business Models—Only One Is Unaffected by Oil Prices

• methane
• OrphanWells
• Oil
• Gas

Despite tensions in the Middle East, oil and gas prices are falling—a seeming paradox. The reasons are a weakening global economy and overflowing storage facilities, which currently more than offset any geopolitical risk premium. While traditional energy giants like BP and Shell are suffering from the price decline as their production profits shrink, a specialized provider is operating in a completely different way. Zefiro Methane earns revenue by eliminating methane emissions from orphaned wells. This is a business driven by climate protection laws, not oil prices. It is precisely this contrast between Zefiro Methane, on the one hand, and the oil multinationals BP and Shell, on the other, that opens up exciting prospects for investors.

Commented by Carsten Mainitz on June 12th, 2026 | 08:15 CEST

Pay Attention! Something Is Brewing Here: Is HPQ Silicon Undervalued? Are Infineon and Siemens Energy Overvalued?

• Hydrogen
• Batteries
• semiconductor
• Silicon
• Energy

The global economy is in the midst of one of the biggest industrial upheavals since the advent of the internet. Electric mobility, artificial intelligence (AI), and data centers are driving a rapid increase in electricity demand. At the same time, demand is growing for the materials, components, and infrastructure required to enable this development in the first place. The Canadian technology and development company HPQ Silicon focuses on innovative processes for the production of silicon, silica, and battery materials. The company recently reported its first commercialization successes as well as several significant strategic and technological milestones.

Commented by Fabian Lorenz on June 12th, 2026 | 07:15 CEST

2G Energy Slides! Cameco CEO Bullish on Uranium! Profit from the AI Boom with American Atomics!

• nuclear
• Uranium
• AI
• Energy

Will we soon see a price rally in uranium? That is certainly what Cameco's President & COO expects. In an interview, he expressed extreme optimism about the uranium market and three-digit prices. While the spot market remains at around USD 87 per pound, long-term contracts are already being paid at USD 120. The key driver behind these price increases is growing concern over supply security. The structural supply deficit is precisely the reason for investing in uranium explorers. An interesting candidate is American Atomics. The company is pursuing a strategy of vertical integration in the uranium value chain in North America. Most recently, it reported significant progress on the Blue Streak project in the US state of Colorado. The booming AI industry cannot wait for new nuclear power plants. German company 2G Energy is also benefiting from this trend. However, the stock has declined in recent days. At the same time, analysts have significantly raised their price targets for the company.

Commented by Stefan Feulner on June 12th, 2026 | 07:10 CEST

BYD, Standard Uranium, FuelCell Energy: The Battle for Electricity Creates New Stock Market Stars

• Mining
• Uranium
• Energy
• renewableenergy
• Electromobility
• Fuelcells

Global electricity demand is rising rapidly. AI data centers, electric mobility, and the electrification of industry are driving investment in alternative energy to record levels. Several future-oriented industries are benefiting from this: hydrogen and fuel cell technologies could play a key role in energy supply, while the renaissance of nuclear energy is ushering in a new phase of growth for the uranium market. At the same time, the global electric vehicle boom is driving sustained high demand for innovative mobility solutions.

Commented by Carsten Mainitz on June 12th, 2026 | 07:05 CEST

Decarbonization - An Overlooked Multi-Billion-Dollar Market! Strategic Resources Aims to Take A Leading Role; What About ITM Power and Nel?

• decarbonization
• GreenSteel
• Hydrogen
• VTM
• Defense

Decarbonization is increasingly becoming the dominant megatrend in global industry and is opening up entirely new value chains linking energy, raw materials, and technology. While companies like ITM Power and Nel provide the technological foundation for green hydrogen, "raw material developers" such as Strategic Resources are simultaneously coming into focus. The Canadians aim to supply the industry with green steel and plan to build a comprehensive value chain. In addition, an exciting partnership has been formed to develop vanadium-based battery materials. Who will win the race?

Commented by Fabian Lorenz on June 12th, 2026 | 07:00 CEST

Defence Fiasco in Europe! Opportunity for Airbus, Hensoldt and MTU Aero Engines? Multi-Bagger Potential in Antimony Resources Shares!

• antimony
• Defense
• hightech
• CriticalMetals
• aerospace

Created and published on behalf of Antimony Resources Corp.

While the US, Russia, and China are ramping up their military capabilities and securing raw materials, Europe continues to lag behind. Most recently, Germany and France were unable to agree on the development of a joint sixth-generation fighter jet. The project ended up as one of Europe's biggest defence fiascos. Several German defence and technology conglomerates now want to develop their own concept. In addition to Airbus, the publicly traded companies Hensoldt and MTU are also involved. Will this bring new momentum to the defence sector? New momentum would also be welcome for the shares of Antimony Resources. Just a few months ago, the share was trading at around EUR 1. Currently, it stands at EUR 0.39. Yet the antimony explorer's latest drilling results are once again positive. Analysts continue to see significant multi-bagger potential.