Commented by Fabian Lorenz on October 19th, 2026 | 05:35 CEST
Up 38% in One Week: OHB Takes Off - Could Nel ASA and First Hydrogen Be Next?
What a week for OHB shares. The stock surged by around 38%. This could mark the end of the sharp correction. Analysts see further upside for the German space company, citing its strong order backlog, which could expand further soon. Beyond space, robotics is another market of the future. Leading investment banks predict golden times for the sector. First Hydrogen aims to secure a share of the billions in expected revenue. If it succeeds, the stock is a strong candidate for a revaluation. Meanwhile, Nel shareholders were hoping for further gains at the start of last week. However, the Norwegian company's quarterly results quickly brought the rally to an end.
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Commented by Matthias Schomber on October 19th, 2026 | 05:33 CEST
Between Defence Stocks and the Gold Rush: Rheinmetall, Hensoldt and Lahontan Gold Could Become Profit Machines
The defence sector has recently been surging. These are uncertain times, shaped by wars and the resulting military build-up. With interest rates and inflation also rising, the environment is favourable for gold. While European defence heavyweights benefit from rising defence budgets and carry order backlogs worth billions, a smaller gold explorer is seeking to impress with hard facts and compelling PEA figures. In this comprehensive analysis, we examine three leading companies with one thing in common: they operate in sectors attracting considerable attention in the current environment. We look at the key factors shaping Rheinmetall and Hensoldt's market performance, where the hidden risks lie, and why Lahontan Gold's revised PEA could offer new insight into the project's development.
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Commented by Fabian Lorenz on October 19th, 2026 | 05:32 CEST
Out of Siemens Energy? Into CTS Eventim and Power Metallic Mines?
Created and published on behalf of Power Metallic Mines
Copper held up remarkably well during last week's stock market turmoil. Structural conditions continue to support a high copper price, and Power Metallic Mines stands to benefit. The company is developing a multi-metal project in Canada with world-class potential. Following a compelling resource estimate, analysts recently reiterated their Buy recommendation. They see more than 200% upside and room to raise the target price. Is Siemens Energy's share price still too high despite a roughly 30% correction? Analysts take this view. They expect strong quarterly results but believe the market has already priced them in. At the same time, concerns are growing that the extraordinary AI-driven demand boom will not last indefinitely. They therefore rate the DAX stock a Sell. And what is happening at CTS Eventim? Signs suggest a bottoming formation is nearing completion. However, analysts remain divided on whether a sustained recovery is now within reach.
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Commented by Lars Winter on October 19th, 2026 | 05:31 CEST
Commodities, Record Assets and AI Chips: Good News from Globex Mining, BlackRock and TSMC
Globex Mining, BlackRock and TSMC are doing good business and benefiting from popular stock market trends. Globex is working with partners to explore for sought-after commodities, BlackRock is benefiting from growth in assets under management, and TSMC is at the heart of the AI boom. All three companies are currently delivering strong news and have promising prospects. While BlackRock and TSMC are already firmly established names in the stock market, Globex is only gradually attracting broader market attention. In our stock check, we examine potential opportunities for investors and assess which types of investors each stock may suit best.
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Commented by Stefan Feulner on October 19th, 2026 | 05:27 CEST
Baker Hughes, Zefiro Methane, Clean Harbors: America's Dirty Legacy Is Becoming a Gold Mine
Created and Published on Behalf of Zefiro Methane Corp.
America's energy boom has a costly downside. While billions are being invested in new gas infrastructure, power plants and data centres, hundreds of thousands of orphaned oil and gas wells continue to pose environmental risks. Many of these abandoned wells leak methane, a potent greenhouse gas that is particularly damaging to the climate. At the same time, regulators are tightening requirements for industrial companies to address their environmental liabilities. This is creating a market in which major energy technology companies and established environmental services providers can benefit. Specialist companies that permanently plug abandoned wells are also attracting increasing attention.
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Commented by Armin Schulz on October 19th, 2026 | 05:23 CEST
E.ON, Standard Uranium, Energy Fuels: Uranium Stocks Caught Between Rising Electricity Demand and Fuel Shortages
The long-term uranium price stood at USD 96.50 per pound at the end of September, according to producer Cameco. Power plant operators secure their fuel supply years in advance, and that is precisely where the pressure comes from. Data centres are driving up electricity demand, distribution grids must deliver it to customers, and the fuel has to come from somewhere. New mines do not start producing overnight. Anyone who discovers deposits or extracts uranium from the ground today is playing right into the hands of energy suppliers. Today we take a closer look at E.ON with its distribution networks, Standard Uranium and Energy Fuels.
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Commented by Stefan Feulner on October 19th, 2026 | 05:22 CEST
Rio Tinto, Almonty Industries, Energy Fuels – Markets Hesitate, but Demand for Raw Materials Is Growing
The recent correction in commodity stocks is causing nervousness. Following strong share price gains, investors are taking profits, while volatile metal prices and economic uncertainty are adding further pressure. Yet little has changed in the long-term outlook. The expansion of power grids, artificial intelligence, the defence industry and advanced manufacturing consumes enormous quantities of strategic metals. At the same time, the US and Europe are seeking to reduce their dependence on China. This creates significant opportunities for commodity companies with their own deposits and concrete production plans.
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Commented by Fabian Lorenz on October 18th, 2026 | 05:25 CEST
Zefiro Methane: Over 200% Upside and a P/E Ratio of 10 – Is the Stock Undervalued?
Created and published on behalf of Zefiro Methane Corp.
Over 200% upside potential at a P/E ratio of just 10? Analysts consider Zefiro Methane's shares significantly undervalued. The company has already delivered record revenue, an operational turnaround and a substantial order pipeline. And this may only be the beginning. Zefiro protects people and the environment from hazardous pollutants and climate-damaging methane emissions. In the US alone, the remediation market is estimated at around USD 500 billion. Major government contracts provide strong revenue visibility, while the AI boom provides an additional growth driver. Zefiro aims to become the market leader through organic growth and acquisitions. Most recently, its CEO made a strong impression at an investor conference, outlining her confidence that Zefiro can reach USD 100 million in revenue. Yet the shares have not gained significant momentum so far. Could this present a buying opportunity?
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Commented by Fabian Lorenz on October 16th, 2026 | 09:35 CEST
Buying Opportunities? TKMS, Almonty and Vonovia: Should Investors Add These Stocks to Their Portfolios?
The Almonty share price has been volatile. The tungsten producer has been one of the success stories in the commodities sector in recent years. With the Sangdong mine in South Korea, the company is moving into the ranks of leading Western producers of the critical raw material. Pullbacks have repeatedly presented buying opportunities in the past. Is the same true now? The CEO recently offered an optimistic outlook, and a historic milestone is set to be reached next week. Analysts also see a buying opportunity in TKMS. In their view, the share's sideways movement since its IPO is unwarranted. TKMS has recently secured another billion-euro contract. After a 30% decline this year, Vonovia shares are trading at 2023 levels. Interest rate fears and expropriation uncertainty are weighing on the stock. The expropriation issue has escalated further in recent weeks.
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Commented by Tarik Dede on October 16th, 2026 | 05:41 CEST
Energy Stocks in Focus: Shell, NU E Power and Chevron
Created and Published on Behalf of NU E Power Corp.
The energy sector is currently a key driver in global stock markets. The oil industry is facing supply constraints, while petroleum products such as kerosene and diesel are in short supply and expensive. The geopolitical situation, with conflicts in the Persian Gulf and between Russia and Ukraine, is adding to the challenges facing industrial and household consumers. At the same time, the expansion of data centres is placing enormous demands on power infrastructure, particularly on the ageing electricity grid in the United States. These developments are reshaping the operating environment for energy companies. This article examines Shell, NU E Power and Chevron and their respective positions in the changing energy landscape.
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Commented by Nico Popp on October 16th, 2026 | 05:39 CEST
Aqarios Quantum Technologies, IBM and D-Wave: Who Will Win the Race to Bring Quantum Computing to Industry?
The global race to make quantum computers commercially viable is accelerating. Government bodies and tech giants are investing large sums in the technology. Industry is already seeking quantum-computing-based solutions. A clear divide is emerging in the market: on one side are the builders of extremely expensive computers; on the other, developers of highly specialised software that makes the hardware usable in everyday factory operations. We examine the trend and show which companies could be of interest to investors.
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Commented by Lars Winter on October 16th, 2026 | 05:32 CEST
Zefiro Methane, LVMH and thyssenkrupp: Three Promising Stocks Poised for a Re-Rating
Created and Published on Behalf of Zefiro Methane Corp.
Zefiro Methane is achieving an operational turnaround as its order book continues to fill. LVMH shows the first glimmers of hope but continues to struggle in China. At thyssenkrupp, the group's breakup could unlock billions in hidden value. All three stocks have fresh potential catalysts ahead of important strategic decisions, but their opportunities and risks differ. We take a closer look at the three promising stocks in this news update.
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Commented by André Will-Laudien on October 16th, 2026 | 05:30 CEST
Correction, Then the AI Chip Rally Continues! AMD, Micron Technology, Infineon and Standard Uranium in Focus
Even the NASDAQ needs to consolidate from time to time. This does not change the fact that the AI and semiconductor rally could resume as soon as the first signs of recovery emerge. The underlying megatrend remains intact despite short-term market turbulence. A key driver behind the scenes is the seemingly insatiable demand for energy and hardware from modern data centres. While chipmakers such as AMD supply advanced processors, Micron Technology provides the ultra-fast high-bandwidth memory needed to handle enormous data flows. To maintain this performance reliably, the focus is shifting to highly efficient power semiconductors from Infineon, which optimise electricity consumption directly at the source. However, the infrastructure's immense electricity requirements also call for reliable, low-carbon baseload power, bringing nuclear energy back into focus. This is where uranium explorer Standard Uranium comes in, potentially benefiting from the global race to secure supplies of this important raw material. Investors who use the current pullback to enter the market could reap the next harvest as early as the expected year-end rally.
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Commented by Jens Castner on October 16th, 2026 | 05:27 CEST
Flying the Flag: France Rearms – Daimler Truck, Airbus and HPQ Silicon Stand to Benefit
French government bonds are under pressure, and fears of a new euro crisis are spreading through the markets. But Paris is not cutting back on defence. The beneficiaries are truck manufacturer Daimler Truck, aircraft manufacturer Airbus and a Canadian small-cap stock that analysts do not yet have on their radar: HPQ Silicon. The company holds a 36.8% stake in Novacium, a battery specialist based in the Greater Lyon area that significantly improves battery performance and therefore recently made headlines with pioneering military orders for radios and drones. A US electric vehicle manufacturer is now also testing the cells. A hidden gem and two established large corporations – investors should keep an eye on these stocks.
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Commented by Nico Popp on October 16th, 2026 | 05:26 CEST
B2Gold, Barrick Mining and Desert Gold: Gold rush despite geopolitical hurdles
Gold production in Mali is booming. According to data from the mining ministry reported by Reuters, industrial gold production rose by around 30% to 23.5 tonnes in the first half of 2026, exceeding the government's forecast despite logistical difficulties and geopolitical tensions. While major gold producers, many of which also have projects in Mali, negotiate with the government and make strategic decisions, a nimble exploration company is advancing its large-scale project in the immediate vicinity. We examine the situation in Mali and explain how Desert Gold is progressing towards production at its SMSZ property.
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