news.financial
Commented by Matthias Schomber on November 4th, 2026 | 05:43 CET
Apple disappoints with its outlook; Aixtron celebrates an order boom and Power Metallic Mines is poised for a rebound!
Prepared and published on behalf of Power Metallic Mines
Global equity markets face important directional decisions in late autumn 2026. Severe dislocations are occurring and have already occurred, most recently to an extreme degree at Intel and other chip stocks. While technology stocks such as Apple are struggling with unexpected margin pressure and expensive memory chips despite stellar record highs, semiconductor equipment manufacturer Aixtron is experiencing a breakthrough thanks to booming order books. Away from the major indices and stocks, the commodities sector is also worth a look. At Power Metallic Mines, a more pronounced consolidation may have laid the groundwork for a rebound to begin now. Strong drilling results and the upcoming PEA could pave the way for expectations of substantial share price gains. Read on to find out how to assess these three stocks in the current market environment.
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Commented by Nico Popp on November 4th, 2026 | 05:42 CET
Dermatology with Tailwinds: How Galderma Is Deploying Billions, Vidac Pharma Awaits Crucial Clinical Data and Biofrontera Expands
Dermatological research is undergoing a phase of rapid growth. While established corporations generate enormous revenues in systemic therapies, new, targeted approaches to treating precancerous skin lesions are on the verge of clinical validation. High growth rates at Galderma, new approval decisions by the US Food and Drug Administration (FDA) for Biofrontera, and upcoming trial data at Vidac Pharma show how significantly skin disease treatment is changing. We show what opportunities this could create for investors.
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Commented by Stefan Feulner on November 4th, 2026 | 05:40 CET
Saab, Almonty Industries and Thales: The starting gun has been fired
Europe is rearming, and the US is investing billions in new weapons systems. Yet the growing demand for military equipment exposes a vulnerability: the West remains heavily dependent on China for strategic metals such as tungsten. The metal is needed for cemented carbides, special alloys and certain armaments, among other things. While European defence groups develop new technologies and secure major orders, an alternative source of raw materials is emerging in South Korea. For investors, this brings into focus not only manufacturers of modern weapons systems but also their industrial supply chains.
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Commented by Carsten Mainitz on November 4th, 2026 | 05:36 CET
Who is cashing in on the energy transition? RE Royalties, Nordex and RWE compared!
The expansion of the energy system consumes vast amounts of capital but opens up new business opportunities for companies along the entire value chain. But where do shareholders earn the most? Canada's RE Royalties focuses on financing. The company provides capital to renewable energy projects and, in return, receives interest and long-term shares in project revenues (royalties). Nordex, by contrast, earns money from wind turbines and their maintenance and recently raised its margin target. RWE earns money from power generation, trading and infrastructure and is driving the expansion of its energy portfolio. Who holds the best cards?
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Commented by Armin Schulz on November 4th, 2026 | 05:33 CET
Stocks for Healthier Harvests – Novo Nordisk, MustGrow Biologics and Nestlé at the Intersection of Appetite and Agriculture
Created and published on behalf of MustGrow Biologics Corp.
Living a healthier life today also means managing one's appetite medically. People who lose weight change their eating habits and pay closer attention to where their food comes from. This brings agricultural land into focus, as it is there that the foundations are laid for producing healthy crops for consumers. At the end of October, a provider of biological crop protection products reported successful field trials in Europe. At the end of the value chain is the food group that turns harvested crops into products for health-conscious consumers. We therefore take a closer look at Novo Nordisk, MustGrow Biologics and Nestlé.
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Commented by Nico Popp on November 4th, 2026 | 05:32 CET
Steel industry in transition: Vale, Champion Iron and Strategic Resources and the race for the pellet premium
The iron and steel industry is undergoing a major technological transformation. As the sector comes under pressure to reduce its CO₂ emissions, direct reduction is gaining importance relative to the conventional blast furnace route. In commodity markets, this is reflected in a widening price gap: the benchmark price for iron ore briefly fell below USD 90 per tonne in October, while prices for high-grade iron ore pellets have held up considerably better. Strategic Resources, a development-stage company, is targeting precisely this segment. Unlike established producers Vale and Champion Iron, which are adapting their operations, Strategic Resources aims to build a steelmaking supply chain without coking coal from the outset.
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Commented by Fabian Lorenz on November 4th, 2026 | 05:31 CET
Surprise at NEL! SFC Energy strong! dynaCERT on the verge of commercialisation!
Surprise at NEL: CEO Håkon Volldal is being replaced. His track record after four years is fairly modest. Whether his successor can turn things around at the hydrogen specialist remains to be seen. In any case, the new CEO does not arrive with much advance praise. SFC Energy, by contrast, is performing strongly. The company has successfully commercialised its technology. Following strong preliminary figures, analysts have raised their price targets and issued Buy recommendations. dynaCERT is on the road to commercialisation. With its retrofit systems for diesel engines, the company is benefiting from high energy prices, as customers can reduce both fuel consumption and pollutant emissions. In an interview, the CEO looks to the future with optimism.
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Commented by Armin Schulz on November 4th, 2026 | 05:30 CET
Barrick Mining, DRC Gold and Kinross Gold – An Overview of Gold Stocks, Their Margins, Exploration and Production Potential, and Cash Flow
A leading gold producer realised an average of USD 4,249 per ounce in the third quarter, up 23% from a year earlier. The business therefore remains lucrative, even though the gold price recently slipped below USD 3,900. This plays into producers' hands, albeit in very different ways. Large producers benefit from wide margins, explorers can hope for growing interest in new projects if prices remain high, and companies with strong cash flow can invest or return money to their shareholders. We therefore take a closer look today at Barrick Mining, DRC Gold and Kinross Gold.
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Commented by Stefan Bode on November 4th, 2026 | 05:28 CET
Turning points in the markets: Antimony Resources, Deutz and Puma
Created and published on behalf of Antimony Resources Corp.
Whether it is changing trends in the consumer goods sector, the struggle for supply-critical key raw materials or landmark transformation steps in traditional industry, capital markets are constantly reassessing companies and sectors. This creates new opportunities for investors time and again, but also brings risks. While operational progress is generating fresh chart signals in some areas, geopolitical upheavals and structural risks are taking their toll elsewhere. The following market commentary examines where investors can find sustainable opportunities now and which price levels are crucial to hold.
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Commented by Stefan Bode on November 3rd, 2026 | 05:45 CET
Opportunities, risks and revaluations – Almonty Industries, Basler and Knorr-Bremse
Geopolitical shifts, unexpected guidance upgrades and declining order intake are currently creating significant revaluation potential for three stocks. Whether driven by a surge in technological innovation, the breaking of critical raw material monopolies, or an abrupt fall to technical yearly lows, three listed players now stand at pivotal crossroads. While record operating margins set the stage for technical breakouts, order gaps elsewhere are forcing sharp share price corrections. A closer look at fundamentals and chart patterns reveals where the opportunities and risks now lie.
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Commented by Fabian Lorenz on November 3rd, 2026 | 05:44 CET
CHINA keeps buying GOLD! Barrick Mining, Desert Gold and First Majestic Silver in focus
Created and Published on Behalf of Desert Gold Ventures Inc.
While the gold price has slipped below USD 4,000, data are encouraging the bulls. Gold buying in China is at its highest level since October 2023! This suggests an important market driver remains intact. At Barrick Mining, attention is turning to the upcoming quarterly results. Investors also expect an update then on the IPO of the North American operations. Delays were reported recently. Among gold explorers, Desert Gold currently stands out. The company is on the verge of production. Its CEO has provided an update on the latest developments and believes the resource is far from reaching its full potential. Analysts see considerable upside potential in the stock. There is no party mood in the silver sector at present either. Prices have corrected sharply in recent weeks, and First Majestic Silver's share price has been affected as well. Things are set to get interesting at the major silver producer on Thursday.
Commented by Tarik Dede on November 3rd, 2026 | 05:40 CET
Antimony Resources: Shares at a Bargain Price?
Created and Published on Behalf of Antimony Resources Corp.
Stock markets are off to a subdued start this week. Investors first need to digest the "bloodbath" of recent days. It began in the AI sector, where quarterly results from heavyweights such as Google and Intel disappointed the markets in some cases. This was followed by liquidations across commodity markets, as many investors needed liquidity to cover their losses. Gold was hit particularly hard, with the precious metal virtually slaughtered and falling well below the USD 4,000 per ounce mark. This dragged the entire commodities sector down, with some shares hit significantly harder. This creates opportunities for investors, including in companies such as Antimony Resources, whose shares are currently trading at their year-to-date low.
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Commented by Stefan Feulner on November 3rd, 2026 | 05:34 CET
GE Vernova, NU E Power, Quanta Services – AI's most expensive bottleneck
Created and published on behalf of NU E Power Corp.
A power grid cannot be expanded through a software update. While technology companies invest billions in new data centres, many regions lack sufficient power generation capacity, grid connections and high-capacity transmission lines. The latest quarterly figures from two American energy giants illustrate the scale of the infrastructure challenge. At the same time, smaller project developers are working to secure suitable sites and future electricity offtakers at an early stage.
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Commented by Carsten Mainitz on November 3rd, 2026 | 05:33 CET
Hit or Miss? Diesel, dynaCERT, Deutz and Daimler Truck – Assessing the prospects in a changing commercial vehicle industry
Retrofit, convert or replace? When will the transition to new powertrains gain momentum? dynaCERT aims to make existing diesel engines more efficient using its hydrogen technology. Deutz is expanding its engine business to include energy and defence technology. Daimler Truck combines its established commercial vehicle business with the development of new powertrains. Sooner or later, the shift towards lower-emission commercial vehicles will inevitably come down to hard numbers. When and how do these investments pay off? Which company has the most convincing answers?
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Commented by Carsten Mainitz on November 3rd, 2026 | 05:32 CET
AI needs more than chips: Power Metallic Mines, Siemens Energy and Micron under the investor spotlight!
Created and Published on Behalf of Power Metallic Mines
"Ultimately, it is all a question of supply and demand". The well-known commodities investor Jimmy Rogers reduced a fundamental stock market rule to this simple formula. Several areas determine how quickly AI and digitalisation can advance. Raw materials, energy infrastructure and memory technology must work together. The companies mentioned address different points. Power Metallic Mines aims to develop a high-quality polymetallic deposit in Québec. An important milestone is the indicative valuation announced for the first half of 2027. Business is booming at Siemens Energy and even more so at Micron. Is the air getting thinner, or do the shares still have a long run ahead of them?
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