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Between a Breach of Trust, a Defence Boom and a Recovery – innoscripta, Suedzucker and Volatus Aerospace
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ArcelorMittal, Strategic Resources, Cleveland-Cliffs – Billions for the Steel of the Future
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Bucking the Market Trend: Opportunities at Mercedes, First Hydrogen and Barrick Mining
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Nordex Facing Challenges? Power Metallic Mines and a Potential 50% Copper Rally! Verbio's Turnaround!
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Portfolio Booster Wanted? Deutz, TKMS and DRC Gold – Three Stocks With Potential
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Energy Shortages Caused by AI: Kinder Morgan, Standard Uranium and GE Vernova Could Benefit
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RTX, Almonty Industries, Elmet Group – This Is Fundamental for the West
Commented by Stefan Bode on October 5th, 2026 | 07:40 CEST
Between a Breach of Trust, a Defence Boom and a Recovery – innoscripta, Suedzucker and Volatus Aerospace
Three completely different trends are currently converging in the markets. Government bond yields have risen sharply, inflation continues to climb, and the major stock indices have been consolidating in recent weeks. Meanwhile, one company is struggling to regain trust following regulatory searches, another group is benefiting from growing demand for drone technology within the NATO sphere, while an established industrial stock is coming under selling pressure despite an improved outlook. These cases illustrate just how strongly share prices can react to legal uncertainty, geopolitical trends, operational progress and inflated expectations.
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Commented by Stefan Feulner on October 5th, 2026 | 07:30 CEST
ArcelorMittal, Strategic Resources, Cleveland-Cliffs – Billions for the Steel of the Future
A new steel industry is emerging in North America. Mesabi Metallics, backed by the Essar Group, plans to invest USD 18 billion in total. Approximately USD 3 billion will go toward an iron ore mine and pellet plant in Minnesota, with another USD 15 billion earmarked for a new steel complex in Iowa. The goal is a fully American supply chain, from ore to finished steel. At the heart of this are high-quality DR pellets, which will be used to produce steel via direct reduction and electric arc furnaces. For developers of such projects, this sends a strong signal, as the transformation of the steel industry begins right at the raw material stage.
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Commented by Tarik Dede on October 5th, 2026 | 07:25 CEST
Bucking the Market Trend: Opportunities at Mercedes, First Hydrogen and Barrick Mining
The Nasdaq 100 hit a new all-time high last week. The tech index is driven primarily by AI stocks, leading to astonishing valuations. For example, the combined value of all publicly traded German stocks currently amounts to about 52% of the market capitalization of AI champion Nvidia, as one analyst calculated. However, some sectors are currently underperforming. For investors who like to take a contrarian approach, this presents opportunities—for example, in the automotive and gold sectors or in hydrogen stocks. That is why today we are taking a look at the stocks of Mercedes, First Hydrogen and Barrick Mining.
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Commented by Fabian Lorenz on October 5th, 2026 | 07:20 CEST
Nordex Facing Challenges? Power Metallic Mines and a Potential 50% Copper Rally! Verbio's Turnaround!
Could copper be heading for a 50% rally? Experts believe the metal could reach USD 22,000 per tonne as early as 2027, up from less than USD 15,000 today. Developments in China could help drive this move. A new copper rally could provide exactly the catalyst needed to break Power Metallic Mines out of its sideways trading range. The company's world-class project is taking shape, and analysts see significant upside potential. Verbio is also receiving "Buy" recommendations as the company prepares for a new phase of growth. Despite its growth prospects, however, the stock continues to struggle. And what about Nordex? The company has recently delivered its usual stream of positive news, most recently announcing new orders in Austria and Southern Europe. However, according to Deutsche Bank, investors speculating on an upward revision to the annual forecast could be disappointed.
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Commented by Matthias Schomber on October 5th, 2026 | 07:15 CEST
Portfolio Booster Wanted? Deutz, TKMS and DRC Gold – Three Stocks With Potential
The stock markets are buzzing, and many investors are already fearing early signs of a crash—but we are not there yet, because investors are always looking for new opportunities. Sometimes the best opportunities are hiding in plain sight; sometimes, you have to dig deeper. Today, we have done exactly that and identified three stocks worth a closer look. First up is Deutz, which is reinventing itself and pushing into alternative drive technologies. Next, we dive into TKMS, where defence-sector spending is fueling fresh market interest and driving sharp share price moves. Finally, DRC Gold offers exposure to a gold exploration story that could be developing into something much bigger beneath the radar of the major mining companies. Three very different companies, three distinct market stories — and potentially three ways to give a portfolio fresh momentum. The key, as always, is timing.
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Commented by Tarik Dede on October 5th, 2026 | 07:10 CEST
Energy Shortages Caused by AI: Kinder Morgan, Standard Uranium and GE Vernova Could Benefit
The AI boom, and its impact on energy demand, has long since reached Germany. In Frankfurt, home to the DE-CIX hub, data centres now account for a significant share of the city's peak power demand. Elsewhere, however, the figures are even more extreme. Consequently, access to energy is currently the bottleneck in the expansion of AI data centres. In the United States, the epicentre of AI expansion, AI data centres already account for more than 4.5% of total US electricity consumption. This is putting the entire power grid to the test. And this share is expected to rise to over 8% by 2030. And who knows whether these estimates from the International Energy Agency (IEA) are not actually too low. After all, a single AI query consumes about ten times as much energy as a normal internet search. Consequently, energy prices, as well as energy providers and their supply chains, should benefit from this trend. That is why we are looking at the stocks of Kinder Morgan, Standard Uranium and GE Vernova today.
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Commented by Stefan Feulner on October 5th, 2026 | 07:05 CEST
RTX, Almonty Industries, Elmet Group – This Is Fundamental for the West
Tungsten is increasingly becoming a strategic raw material in the new arms race. Missiles, engines, high-temperature alloys, and many other applications rely on this extremely hard, heat-resistant metal. At the same time, China dominates large parts of the global supply chain. For the US and its allies, an independent supply is therefore increasingly becoming a matter of national security. Billions are flowing into new defense production capacities, strategic stockpiles, and Western raw material projects. This opens a market for producers outside China, with significance that extends far beyond traditional commodity cycles.
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Commented by Fabian Lorenz on October 5th, 2026 | 07:00 CEST
The Race in Quantum Computing, Energy and Gold: D-Wave Quantum, 2G Energy and Lahontan Gold in Focus
The AI race is electrifying the stock market. Energy is a crucial factor. 2G Energy is increasingly benefiting from this trend. Order intake in the third quarter of 2026 has soared. A key driver is a new major order for 275 MW from the data centre industry, which exceeds 2G's total production for fiscal year 2025. While the gold price continues to take a breather at high levels, Lahontan Gold is in the home stretch toward the planned start of gold production next year. An exciting update was provided in a recent interview. The resource is growing and still has further upside potential. The mine is to be financed largely with debt, while the high gold price is expected to enable rapid repayment. Lahontan shares should benefit from this. Quantum stocks are currently out of the spotlight. In the race for industry leadership, however, the finish line appears to be shifting. D-Wave Quantum's latest announcement shows the company is among the frontrunners.
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Commented by Armin Schulz on October 3rd, 2026 | 06:00 CEST
Bayer, MustGrow Biologics, BASF: From Yesterday's Crop Protection to Tomorrow's Biologicals
Created and Published on Behalf of MustGrow Biologics Corp.
Major agricultural companies are reshaping their businesses and increasingly looking to small specialists. On September 2, Bayer presented its goals for the agricultural business through 2029 to investors. The Leverkusen-based company aims to generate more than EUR 3 billion in free operating cash flow by then and to assume a leading global role in biologicals through partnerships. That could work in the favor of small developers like MustGrow Biologics. On September 14, BASF commissioned four banks to prepare for a potential initial public offering (IPO) of its agricultural division, which generated EUR 9.6 billion in revenue in 2025. We therefore take a closer look at Bayer, MustGrow Biologics and BASF.
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Commented by Nico Popp on October 3rd, 2026 | 05:50 CEST
AI Boom and Grid Bottlenecks: Meta, BCE and NU E Power Compete for Electricity Capacity in Canada
Created and Published on Behalf of NU E Power Corp.
The rapid rise of artificial intelligence is driving unprecedented demand for electricity and pushing even the power grids of industrialized nations to their limits. In the past, data centres required relatively manageable amounts of capacity; today, modern facilities demand grid connections on the scale of around 1,000 MW. Canada is becoming a focus for technology companies due to its cool climate and vast expanses of land. However, regional power grids are struggling to cope with this additional load. This is creating fierce competition for energy, grid connections, and even land. We examine this trend and the companies involved in this evolving energy landscape.
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Commented by Carsten Mainitz on October 2nd, 2026 | 10:00 CEST
Massively Underrated! The Next Robotics Wave Is Coming – First Hydrogen, BMW and Schaeffler Are Getting in Position!
Hydrogen, AI, and robotics are transforming mobility and opening up new business opportunities. While BMW is advancing the use of humanoid robots in its own production facilities, Schaeffler is developing key components for the next generation of robotics. The developments at First Hydrogen are particularly exciting. The Canadian company is evolving from a hydrogen commercial vehicle specialist into a provider of unmanned ground vehicles and robotics, targeting a market with enormous potential. Change creates opportunity. Who will put the most horsepower on the road by the end of the year?
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Commented by André Will-Laudien on October 2nd, 2026 | 09:55 CEST
Heading South or Heading Higher? TUI and Lufthansa in a Fuel Crisis, RE Royalties and HelloFresh Under Scrutiny
Extremely high volatility — and almost every day. Iran threatens escalation, pushing oil prices higher, while Donald Trump publicly dreams of a quick peace deal, which could, in turn, push oil prices lower. Yesterday, however, Brent crude was trading at nearly USD 107 per barrel. Billions of dollars are being made in this back-and-forth by trading desks that operate largely outside the public eye, while questionable market activity is, of course, scrutinized mainly when it involves the average retail investor. The stock market has become a mirror reflecting just how much the world has changed. Autocratic rulers dictate the direction of attention and increasingly shape how societies interact. In the past, wars were waged over religious differences and territorial claims; today, economic interests clearly dominate, with everything else often serving as a pretext. After all, only countries close to the oil reserves have a direct interest in keeping oil prices high. Interestingly, over the past four years, the United States has risen to become the world's largest oil producer, ahead of Russia, Saudi Arabia, and Canada. Several stocks have significant exposure to these developments, particularly in the aviation and travel sectors. As always, the issue comes down to steadily rising costs. For speculative investors, some of the key players are worth a closer look.
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Commented by Nico Popp on October 2nd, 2026 | 09:50 CEST
Formycon and the Patent Cliff: Why Expiring Patents at Novartis and Merck Present an Opportunity for the German Biotech Industry
Even pharmaceutical giants are coming under pressure. The key term here is the patent cliff. According to industry estimates, between 2025 and 2030, active pharmaceutical ingredients with a global sales volume of approximately USD 300 billion will lose their exclusive patent protection. This turning point is forcing even pharmaceutical giants to rethink their strategies. Specialized developers will then bring biosimilars to market—equivalent and more affordable alternatives for healthcare systems. One well-known biosimilar provider is the German company Formycon. We examine the market and outline what makes Formycon's investment story compelling. But first, we look at two international pharmaceutical companies.
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Commented by Jens Castner on October 2nd, 2026 | 09:20 CEST
Knorr-Bremse, Power Metallic Mines, Rational: A Look Behind the Scenes—and Up to 150% Upside Potential
Three Buy recommendations in one week, a stock-market favourite under heavy selling pressure, and a Canadian critical-minerals hidden gem: On October 7, Knorr-Bremse, Rational, and Power Metallic Mines will present live at the 20th International Investment Forum (IIF), with retail investors also able to attend. Analysts see up to 150% upside potential. Whether that proves realistic is something you can assess for yourself next week. The IIF offers one of those rare opportunities to hear firsthand what executives discuss with major investors. Retail investors normally never get to hear this. Read on to find out how you can benefit from these exclusive insights.
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Commented by Fabian Lorenz on October 2nd, 2026 | 07:05 CEST
RENK Under Pressure! Buy Signals for TKMS and Almonty
Alarm at Renk. The stock has slipped below EUR 40. It has now more than halved in value since its all-time high in October 2025. An analyst's comment sparked renewed unease. The comment warned of a potentially disappointing third quarter of 2026. Almonty shares are recommended as a "Buy". Analysts expect the tungsten producer to significantly increase revenue and profits in the coming years. Revenue is projected to exceed USD 1 billion in 2028. Almonty is then expected to be the largest Western supplier of this critical raw material. Analysts also recommend buying TKMS shares. A record order is taking shape. The order book is already full. The stock, however, is struggling.
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