Commented by Fabian Lorenz on February 4th, 2026 | 08:50 CET

Yesterday +10%! Top news drives shares of Evotec, Novo Nordisk, and CHAR Technologies!

• cleantech
• Energy
• renewableenergy
• biochar
• Pharma
• Biotechnology

Evotec shares jumped, climbing more than 10% as analysts pushed the stock higher. Does this signal that the turnaround is finally happening, or does Deutsche Bank still have the final say? Strong news also for CHAR Technologies: the Canadian company is launching commercialization of its unique technology for producing biochar and renewable natural gas substitutes from biogenic waste materials. For the expansion, it has secured strong partners, including steel giant ArcelorMittal and the Canadian BMI Group. And what is Novo Nordisk doing? The Danish company presented positive study results for its successor to Wegovy. However, analysts are not exactly thrilled.

Commented by Carsten Mainitz on February 4th, 2026 | 07:40 CET

Breaking news! This innovation is transforming the battery industry – What it means for NEO Battery Materials, DroneShield, and BYD

• Batteries
• BatteryMetals
• Technology
• Defense
• Drones
• Electromobility

Artificial intelligence, electromobility, and drones are some of the topics that are highly favoured by investors. However, one crucial link in the chain is too often neglected: powerful, flexible battery solutions from Western industrialized countries. China's dominance must be broken as quickly as possible. With a new generation of cells, NEO Battery Materials could now shake up the market. The potential is huge, but this is not yet reflected in the market capitalization of around CAD 100 million.

Commented by Fabian Lorenz on February 4th, 2026 | 07:35 CET

DISAPPOINTMENT at Puma! RENK "Top Pick" or "Hold"? RE Royalties awakens!

• royalties
• dividends
• Sportswear
• Defense

We have repeatedly pointed to RE Royalties as an AI beneficiary and dividend gem. The stock has finally been gaining momentum for several weeks now. Nevertheless, the dividend yield is over 10%, and the company plans to continue to push ahead with electricity and energy storage for the AI boom. This suggests that prices will continue to rise. Puma's share price, on the other hand, has been disappointing. The new major shareholder paid EUR 35 per share, but the price on the stock market is below EUR 24. Analysts currently see no upside potential. A takeover could take place in 15 months at the earliest. This means that Puma's operational issues remain in focus. Analysts are divided on RENK. For some, the group is the "Top Pick" in the defense sector. For others, it is merely a "Hold" position.

Commented by Nico Popp on February 4th, 2026 | 07:30 CET

History repeats itself: Why Antimony Resources now offers the Lynas Rare Earths opportunity of 2010 and could benefit like Cameco

• Mining
• antimony
• Investments
• CriticalMetals
• Defense
• RareEarths

There are moments when geopolitical ruptures disrupt entire industries. Anyone who remembers 2010 knows what we are talking about: at that time, China effectively shut down exports of rare earths amid a dispute over the Senkaku Islands. Western industry was in shock, prices exploded, and a small, hitherto little-noticed Australian explorer named Lynas Rare Earths became the Western world's only hope overnight. Today, 15 years later, we are experiencing déjà vu: this time, however, the focus is not on neodymium, but on antimony – the forgotten metal without which the defense industry would grind to a halt. Once again, China dominates the market, once again export restrictions are being used as a political weapon, and once again the West is desperately searching for a safe alternative. This is where Antimony Resources comes into play. The company is now at exactly the same point where Lynas was before its legendary rise: it controls an antimony project in a secure jurisdiction that can break dependence on the East.

Commented by Armin Schulz on February 4th, 2026 | 07:25 CET

Hydrogen explosion: How to cash in on the coming boom with Plug Power, dynaCERT, and Linde!

• Hydrogen
• cleantech
• greenhydrogen
• Fuelcells
• chemicals

The next phase of the energy transition is taking shape. Driven by billions in subsidies and a political consensus on clean energy, hydrogen is on the verge of a decisive breakthrough. Falling costs for green hydrogen are meeting exploding demand from industry and transportation, while new technologies are overcoming old infrastructure hurdles. In this historic upheaval, three concrete investment opportunities are emerging that play different but essential roles. We analyze the current situation of Plug Power, dynaCERT, and Linde.

Commented by Carsten Mainitz on February 4th, 2026 | 07:20 CET

Profits with a plan: Spin-offs as return drivers – Now it is Pure One's turn, Infineon and TKMS have shown the way!

• cleantech
• Hydrogen
• Gas
• Spin-Off

The market often undervalues complex companies. Spin-offs - the separation of a division, technology, or subsidiary from an existing company - are a proven way to make hidden value visible. Investors can benefit from this, often with clear advance notice. One of the most well-known spin-offs is PayPal. In 2015, eBay shareholders received 0.22 PayPal shares for each eBay share held. Today, PayPal is one of the world's largest payment service providers. The Australian company Pure One will soon be listing its highly sought-after gas activities on the stock exchange via an IPO. This is an opportunity investors should not miss.

Commented by André Will-Laudien on February 4th, 2026 | 07:10 CET

Starting signal! Biotech sector benefits from rotation! Keep an eye on Evotec, Bayer, Vidac Pharma, and BioNTech

• Biotechnology
• Pharma
• Biotech
• Innovations

The stock market has started 2026 on a positive note. The mining and commodities sector recently proved that return opportunities are not limited to the technology sector, with several stocks doubling in price and a few even increasing tenfold. A breath of fresh air is needed, because other sectors also want to enjoy the stock market spring. Life science stocks have indeed taken a break for almost three years. But now they are back! After a long period of silence, selected companies are showing the first signs of a technical recovery. For investors with a penchant for opportunities and timing, now is the time to rethink old strategies and realign portfolios. In cancer research, recent breakthroughs in personalized immunotherapies have significantly increased the prospects of success for clinical trials. We take a closer look.

Commented by Nico Popp on February 4th, 2026 | 07:05 CET

Solution to a billion-dollar problem: MustGrow Biologics validates business model – Revolutionary news also for Bayer and Corteva Agriscience

• Agriculture
• agritech
• crops
• Investments

Canola is to Canada what oil is to Saudi Arabia: an economic driver of enormous proportions. With an estimated production value of around CAD 14 billion in 2025, the yellow-flowering crop is the "green gold" of the prairie. Yet this billion-dollar market is in danger: clubroot, an aggressive soil-borne disease, threatens crops and is already causing annual losses exceeding CAD 500 million. Previous solutions have reached their biological limits, but now the Canadian AgriTech company MustGrow Biologics is reporting a decisive success. As the company announced on Tuesday, its proprietary TerraMG™ technology has not only suppressed the disease in large-scale field trials, but also significantly increased yields. For agricultural giants like Bayer and Corteva, this could be the decisive lever to protect their high-performance seed varieties over the long term.

Commented by André Will-Laudien on February 4th, 2026 | 07:00 CET

The bomb has dropped! Gold from 5,600 to 4,600 and now back again? Crazy times with Barrick Mining, DRC Gold, and Strategy

• Mining
• Gold
• Silver
• Commodities
• Bitcoin

BANG! Investors could not react fast enough as gold and silver prices plunged last Friday. There were many explanations for this sell-off: derivative positions of major banks, which had really hurt during the steep upward trend of recent weeks. Then a few speculators jumped in, hoping to grab a slice of the pie. And finally, a dash of panic. Silver collapsed by a full 40% from USD 122 to USD 72, while gold corrected by around USD 1,000, or 20%, down to USD 4,600. At the start of the week, a slight stabilization is now visible, but volatility remains. The environment is still fragile. Gold stocks like Barrick Mining and DRC Gold are feeling the impact. Looking beyond the metals to Bitcoin, one loser comes into focus: Strategy, Michael Saylor's BTC asset management company. How will the mess continue?

Commented by André Will-Laudien on February 3rd, 2026 | 11:30 CET

Sell-off or healthy correction? Quality stocks in focus: SAP, D-Wave, and Aspermont

• bigdata
• Technology
• AI
• computing
• Software
• Digitization

Market activity has picked up noticeably in recent days. Upswing here, sharp pullback there! Volatility is back, driven by political statements and economic uncertainties. While the sudden 30% crash in silver is unsettling commodity investors, and SAP shares are undergoing a significant correction, many investors are fleeing to defensive sectors and tangible assets. Crypto markets remain in a downward spiral, and the perennial topic of AI is being viewed with increasing selectivity. Against this backdrop, Australian media and commodities specialist Aspermont is leveraging its long-established network and data assets to accelerate growth using AI. At the same time, it remains to be seen whether there is still hope for higher valuations after the sell-off at SAP and D-Wave. Time to get out the magnifying glass, Sherlock Holmes style.

Commented by Armin Schulz on February 3rd, 2026 | 07:30 CET

BYD sales figures plummet! Power Metallic Mines as the raw materials king and Volkswagen on a transformation course

• Mining
• PGEs
• Nickel
• Batteries
• Electromobility
• CriticalMetals

The electromobility boom is facing its toughest reality: the battle for lithium, copper, nickel, cobalt, and rare earths. While demand continues to rise, access to these critical raw materials will determine the winners and losers of the new era. This supply-side bottleneck confronts three very different players with fundamentally different challenges: the Chinese EV giant BYD in its tense domestic market, the up-and-coming supplier Power Metallic Mines, with its vast source of raw materials, and the long-established automaker Volkswagen, which is deep into a costly transformation. We take a closer look at where each stands today.

Commented by André Will-Laudien on February 3rd, 2026 | 07:25 CET

SILVER CRASH - From USD 122 to USD 72! Time to sharpen your knives with TKMS, CSG, Silver Viper, and thyssenkrupp

• Mining
• Silver
• Defense
• Steel
• Investments

The explosive rise in the price of silver, which rose almost in a straight line from around USD 35 to USD 122 by the end of last week, is now taking its speculative toll. The precious metal has soared by more than 300% within 14 months, accompanied by widespread rumors of huge short positions and extreme problems for the futures exchanges in terms of material supply. The fact remains that silver has been used for several years across various high-tech industries, from wind power and e-mobility to state-of-the-art defense technology. Manufacturers are also said to have been spotted on the market making large cover purchases due to impending physical shortages. Industry sources report a possible deficit of over 1 billion ounces in the March settlement – equivalent to around 125% of total annual production. In addition to the exciting silver explorer Silver Viper, we also analyze thyssenkrupp, its subsidiary TKMS, and the newcomer to the stock market, CSG. It is worth reading on.

Commented by Nico Popp on February 3rd, 2026 | 07:20 CET

The gold correction is irrelevant here: Why Desert Gold is the missing piece of the puzzle for B2Gold and Allied Gold

• Mining
• Gold
• Commodities
• Takeover
• Investments

The gold market is in a phase that analysts now refer to as a supercycle. With prices breaking historical records, smart capital is turning its attention to the world's most productive regions – even after the recent correction in precious metals. West Africa, and specifically the Senegal-Mali Shear Zone (SMSZ), is considered the geological heartland. This is where some of the largest and richest mines on the planet are located. But the business follows an inexorable logic: even the largest mines are emptying, and the processing plants need to be kept busy. This is true in the south of the zone for Canadian giant B2Gold with its world-class Fekola mine and in the north for Allied Gold, which is revitalizing the historic Sadiola asset. Desert Gold is considered a potential supporter of both companies. The company controls the largest non-producing land parcel in the entire region, located precisely between the two giants. This makes Desert Gold extremely interesting for investors.

Commented by Fabian Lorenz on February 3rd, 2026 | 07:15 CET

US government pours billions into USA Rare Earth - Could Antimony Resources be next?

• Mining
• antimony
• CriticalMetals
• Commodities
• Investments

Almonty Industries, MP Materials, and other commodity stocks have already demonstrated the new reality: in today's geopolitical environment, commodities are becoming critical, and stock prices can multiply dramatically. Antimony Resources offers investors an opportunity to participate at a comparatively early stage. History shows that when mining companies transition from explorer to producer, valuations can move into the billions. Despite a strong rally, Antimony Resources is still valued at "only" around EUR 50 million. Due to pressure from the US government and a mining-friendly jurisdiction, Antimony Resources could advance toward production significantly faster than is typical in the sector. A direct involvement by the US government would not be surprising. After investments in MP Materials, Vulcan Elements, and Trilogy Metals, the Trump administration recently pumped billions into USA Rare Earth. Could Antimony Resources be next?

Commented by Nico Popp on February 3rd, 2026 | 07:10 CET

New Options for Agnico Eagle and Barrick Mining: How RZOLV Technologies Supports the Gold Industry’s Next Processing Frontier

• Mining
• Gold
• Commodities
• cyanide
• GreenTech
• cleantech

Gold continues to command global attention. In a period marked by economic uncertainty and geopolitical tension, demand for the metal remains strong, reinforcing its role as a store of value and a strategic asset. For gold producers, this environment highlights not only opportunity, but also the importance of operational flexibility as ore characteristics, permitting frameworks, and processing requirements evolve.

For decades, cyanide leaching has been a reliable and indispensable foundation of the gold industry, enabling the economic development of countless deposits worldwide. Today, however, producers increasingly encounter specific ore types, jurisdictions, and operating conditions where supplementary or alternative processing approaches can add value alongside established methods. It is within these clearly defined contexts that RZOLV Technologies is positioning itself—as a technology partner to the industry, not a disruptor of proven practices.