Commented by Nico Popp on May 12th, 2026 | 09:10 CEST

Biotech and the Efficiency Revolution: Why the Final Mile Matters Most for Novartis, BioNTech, and BioNxt

• Biotechnology
• Biotech
• patents

While biotech investors long believed that only the discovery of an entirely new molecule could pave the way for a billion-dollar exit, the current market reality paints a far more nuanced picture. Savvy investors and industry analysts are increasingly recognizing that the true bottleneck in modern medicine is no longer the discovery of active ingredients alone. Instead, the strategic focus is shifting toward bioavailability, targeted drug delivery, and improved patient compliance. This transformation is being accelerated by the looming patent cliff, which threatens the pharmaceutical industry with combined annual peak revenues of several hundred billion US dollars by 2030. We take a closer look at the market and highlight emerging opportunities.

Commented by Carsten Mainitz on May 12th, 2026 | 07:40 CEST

Almonty Industries: No investor should miss out on this strategic investment!

• Mining
• Tungsten
• CriticalMetals
• Defense
• hightech
• AI
• semiconductor
• geopolitics

As the saying goes, political stock markets are short-lived. But as we all know, there are no rules without exceptions. Nervousness on the stock markets has now subsided again. However, the Iran conflict and its associated economic repercussions cannot be ignored. How can investors position themselves in this environment? Commodity producers in general, and particularly those producing critical raw materials, will be among the winners, regardless of how the stock markets perform in the coming quarters. And this is where Almonty Industries stands out. The company is one of the leading producers of the critical raw material tungsten. Tungsten has become indispensable across several industries and is virtually irreplaceable, and the market has undergone a fundamental shift. Prices are surging, and Almonty Industries is the only source of Western production outside of China, which dominates 80% of the market. Almonty's enormous geopolitical significance is one of the many reasons to buy the stock, which analysts believe has significant upside potential.

Commented by Stefan Feulner on May 12th, 2026 | 07:35 CEST

Ballard Power, dynaCERT, Ceres Power – The Downward Spiral Ends

• Hydrogen
• cleantech
• greenhydrogen
• Energy

Sentiment in the hydrogen sector is noticeably shifting. After months of sell-offs, many stocks are now benefiting from rising oil prices and growing concerns about the global energy supply. Hydrogen is regaining strategic importance, particularly in heavy-duty transportation and industrial applications. Investors are increasingly betting that governments and companies will continue to pursue their decarbonization goals despite the weak economy. The recent recovery of many hydrogen stocks has been correspondingly strong.

Commented by Matthias Schomber on May 12th, 2026 | 07:30 CEST

China's Stranglehold and the Achilles' Heel of Military Build-Up: The Thriller Involving Rheinmetall, RENK, and Antimony Resources

• Mining
• antimony
• CriticalMetals
• Defense
• hightech

Created and published on behalf of Antimony Resources Corp.

The world is arming itself, and on the stock market, the big names in the defence industry celebrated an unprecedented rally. But recently, things have been going downhill for Rheinmetall & Co. on the stock market! Behind the gleaming facades of factory buildings and the impressive order books of Rheinmetall and RENK lies an uncomfortable truth. The massive production of ammunition and high-performance propulsion systems also depends on an almost forgotten raw material that China controls almost single-handedly. Antimony is the secret link that determines victory or defeat in industrial logistics. While industry giants search for stable sources, a Canadian exploration company is emerging that could close a strategic gap in the West. It is a game with extremely high stakes, where geopolitics, military necessity, and enormous profit opportunities collide head-on. When might share prices for Rheinmetall & Co. start rising again?

Commented by Armin Schulz on May 12th, 2026 | 07:25 CEST

Do not miss the return of the Industrial Revolution: Mercedes-Benz, First Hydrogen, and Rockwell Automation are leading the way

• Hydrogen
• greenhydrogen
• cleantech
• Digitization
• AI
• Robotics

The next stage of the green transformation is targeting two stubborn sources of emissions: heavy-duty transportation and energy-intensive industry. Green hydrogen is replacing diesel and coal in these sectors, while driverless transport systems and autonomous robots are revolutionizing logistics and manufacturing. However, the key lies in the intelligent integration of both technologies—only this will pave the way for emission-free, efficient value chains. Those who recognize this synergy early on can benefit from future markets worth billions. It is precisely this pioneering role that Mercedes-Benz, with its autonomous driving concepts, First Hydrogen, with its unmanned hydrogen vehicles, and Rockwell Automation, with its data-driven production automation, are claiming.

Commented by Matthias Schomber on May 12th, 2026 | 07:20 CEST

Hydrogen Frenzy at Nel ASA and ITM Power: A Brief Pause for the Bulls—Will the Uptrend Continue? Is RE Royalties' Big Moment Finally Here?

• royalties
• dividends
• renewableenergy
• Hydrogen

The world of renewable energy is practically turned upside down and going wild. Those who have been following the stock prices of Nel ASA and ITM Power in recent weeks could hardly believe their eyes. It was a veritable fireworks display set off by the bulls. It also put the many doubters and skeptics in their place. But now the all-important question arises: was this just a brief hype, or the beginning of a lasting trend? While the big names in the hydrogen scene are currently taking a well-deserved breather and consolidating their gains, another player in the background is preparing for the big leap. RE Royalties is playing a completely different game. This company has perfected a model that could be on the verge of a technical breakout right now. We take a look behind the scenes at these three stocks, as they could be making headlines in the coming weeks.

Commented by Nico Popp on May 12th, 2026 | 07:15 CEST

Nuclear Power for AI: How Amazon, Paladin Energy, and Standard Uranium Are Fueling the New Uranium Supercycle

• Mining
• Uranium
• nuclear
• Energy
• AI
• Digitization

The world is changing at an ever-faster pace. While the first phase of decarbonization was primarily driven by renewable energy from wind and solar power, the unprecedented rise of AI models has exposed a weakness in this strategy - the lack of carbon-free baseload power. For this reason, alliances are now forming between the tech giants of Silicon Valley and the resource pioneers of Canada's Athabasca Basin. The goal: to secure the future of digital infrastructure. The global energy landscape is thus at a turning point where purely ideological debate is giving way to harsh economic reality. While the years following the Paris Agreement were marked by ambitious goals, the current decade is defined by industrial sovereignty and profitability. We highlight opportunities.

Commented by Fabian Lorenz on May 12th, 2026 | 07:10 CEST

SHARE PRICE DROP for Nel ASA and Evotec! SHARE PRICE OPPORTUNITY for HPQ Silicon!

• Silicon
• Batteries
• renewableenergy
• Biotechnology

Is HPQ Silicon's stock poised for a revaluation? There are certainly good reasons to think so. Its high-performance batteries have once again impressed. This could signal a significant technological leap forward for applications in drones, defence, mobility, and high-end electronics. Nel ASA's new generation of pressure-driven alkaline electrolyzers is expected to represent such a technological leap. On the stock market, however, the announcement triggered a sell-off. Investors had likely speculated on bigger news following the rally. There is disappointment also at Evotec. The management board provided an optimistic outlook in its Q1 results, but first-quarter revenue and EBITDA were initially underwhelming. Analysts' price targets vary widely.

Commented by Armin Schulz on May 12th, 2026 | 07:05 CEST

The Gold Supercycle Is Underway. Lahontan Gold Aims to Deliver by 2028 at the Latest. Three Deposits, One Processing Facility — A Story Worth a Closer Look!

• Mining
• Gold
• Silver
• Nevada
• Commodities

Three gold deposits, a single processing facility, and a logistics setup so simple it almost seems trivial. That is precisely what currently makes the Canadian development company Lahontan Gold an interesting case for investors looking to position themselves ahead of the next potential gold producer. While many mining projects struggle with inadequate infrastructure or complex permitting processes, Lahontan is relying on a former producing mine with historical infrastructure, a nearby satellite project, and legacy heap-leach piles that others once considered worthless. The concept is straightforward — and the execution appears carefully thought out.

Commented by Tarik Dede on May 12th, 2026 | 07:00 CEST

Volatus Aerospace: Positioned for Growth in the Expanding Drone Economy

• Drones
• Defense
• hightech
• aerospace
• geopolitics

The wars of this decade have permanently altered the military landscape. Thanks to superior, affordable, and efficient drone and missile technology, middle powers like Iran are standing up to superpowers such as the US. So is little Ukraine in Eastern Europe, which has now withstood attacks from its adversary Russia for more than four years and, thanks to drone defence and attacks, has not collapsed as expected. Armies like the Bundeswehr, NATO members, and even the giant US must rethink their strategies in light of these developments. Drones appear to be a cost-effective and efficient weapon capable of shaking even world powers. There is open doubt as to whether tanks or warships will even be needed in the future in the quantities seen today. Volatus Aerospace has positioned itself strongly in the future market of drone technology. As a Canadian company, it has practical access to all NATO partners and, of course, its own military. This is further strengthened by a strong position in the civilian drone market. With order books bulging at around CAD 600 million, the stock could now shift into high gear again after a long sideways phase.

Commented by Tarik Dede on May 11th, 2026 | 10:30 CEST

New Opportunities in Gold Stocks: Pan American Silver, North Arrow Minerals, and B2Gold

• Mining
• Gold
• Africa
• Commodities
• Investments

The war in the Persian Gulf appears to be entering its final phase. It is becoming increasingly clear that the US government wants to withdraw as quickly as possible and declare victory, leaving the rest to its own narrative management. This sentiment is also reflected in the gold price. Most recently, Deutsche Bank helped fuel momentum by issuing a price target of USD 8,000 for gold. Now, a key technical decision may be approaching. Gold has reached the resistance zone around USD 4,850, putting the April highs within reach. If a breakout succeeds, the path toward the USD 5,200 level would at least be technically open from a chart perspective. An end to the war could provide the right momentum here. The main beneficiaries of a higher gold price are gold stocks. We therefore take a closer look at the shares of Pan American Silver, North Arrow Minerals, and B2Gold.

Commented by Fabian Lorenz on May 11th, 2026 | 07:25 CEST

A Ticking Time Bomb in the US! Zefiro Methane Targets a Billion-Dollar Market - Is the Stock a Bargain?

• Oil
• Gas
• OrphanWells
• methane

A time bomb is ticking in the United States — in fact, millions of them. Millions of abandoned oil and gas wells are leaking climate-damaging methane into the atmosphere. In some cases, the consequences have been dramatic, as videos showing burning tap water and even house explosions have demonstrated. The US government has meanwhile responded with multi-billion-dollar funding programs. One company benefiting from this trend is Zefiro Methane. The company plugs orphaned wells, reduces methane emissions, and is aggressively expanding into new states. With a market potential estimated at more than USD 400 billion, rapidly rising revenues, and a recent acquisition, Zefiro could still be at the very beginning of an extraordinary growth story. Against this backdrop, the company's current valuation of only around CAD 63 million could make the stock appear significantly undervalued.

Commented by Stefan Feulner on May 11th, 2026 | 07:20 CEST

AngloGold Ashanti, Power Metallic Mines, Lynas Rare Earths – Commodities on the Verge of Another Surge

• Mining
• PGMs
• Gold
• RareEarths
• Commodities
• Copper

The next commodities rally may be just getting started. As inflation remains stubbornly high worldwide and geopolitical tensions between China, the US, and the Middle East escalate, critical commodities are increasingly coming into the markets' focus. Copper and rare earths, in particular, are considered strategically indispensable, both for the energy transition and for AI, defence, and modern infrastructure. At the same time, disrupted supply chains and looming export restrictions are exacerbating the supply situation. Experts are already warning of massive supply shortages. For investors, this could create an explosive environment in which select commodity and mining stocks are poised for a new upward surge.

Commented by Armin Schulz on May 11th, 2026 | 07:15 CEST

Geopolitical Risks Are Turning Energy into a Weapon – Why Investors Should Now Take a Closer Look at Nordex, RE Royalties, and First Solar

• royalties
• dividends
• renewableenergy
• Solar
• geopolitics

Electricity demand is surging due to artificial intelligence (AI), industrial expansion, and electric mobility—yet geopolitical risks are increasingly turning energy into a strategic weapon. In 2025, renewable energy sources accounted for 55.3% of electricity consumption in Germany, but that alone is not enough. Those who invest in green energy today secure competitive advantages and reduce long-term cost risks. The real bottleneck? Stable financing over the long term. Only when capital flows are steady can green electricity production be industrialized and scaled effectively. We take a closer look at wind power specialist Nordex, renewable energy financier RE Royalties, and solar company First Solar.

Commented by André Will-Laudien on May 11th, 2026 | 07:10 CEST

Critical metals will shape the future: BYD, NIO, Strategic Resources, and VW in the e-mobility race

• Mining
• VTM
• iron
• Electromobility
• Batteries
• CriticalMetals
• geopolitics

While Europe is pumping billions into new charging infrastructure and power grids, a brutal, cutthroat competition is beginning to unfold in the global auto market. Volkswagen is fighting to maintain its industrial dominance, while BYD is pushing ever harder into Europe with aggressive pricing and massive vertical integration, and NIO is targeting the premium segment. At the same time, with every additional electric vehicle, the demand for strategic metals is exploding, and their supply chains are coming under increasing geopolitical pressure. This is precisely where Strategic Resources could suddenly come into focus, as Western industries are desperately seeking secure sources of raw materials outside China. The Middle East conflict and oil prices nearing the USD 100 mark are acting as a catalyst for alternative powertrains while simultaneously heightening nervousness in the commodities markets. For investors, this marks the beginning of a phase in which automakers are no longer likely to be the sole winners of the mobility transition, but rather, above all, those companies that have access to the critical metals of the next industrial revolution.