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Data Ecosystems of the Future: Aspermont, a Newcomer, Follows in the Footsteps of S&P Global and Wolters Kluwer
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Oil Volatility Shakes Markets – Life Sciences Stocks Back in Focus: Bayer, Vidac Pharma, Valneva, Novo Nordisk, and Pfizer
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The war opens up opportunities in commodity stocks: Barrick Mining, Antimony Resources, and Freeport McMoRan in focus
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Copper and PGMs as Strategic Bottlenecks: Is Power Metallic Mines Coming into Focus for Rio Tinto, Lundin Mining, and Others?
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Multi-Billion-Dollar Defense Deal in Canada: Volatus Aerospace Secures Major Contract - Early Investors Take Note
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Trump and the EU Need Critical Metals and Oil Alternatives! BHP, Avrupa Minerals, Mercedes, and BYD
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Tungsten Crisis! "Reuters" Reports Shortage in the US! Almonty Positioned to Benefit, and Analysts Reaffirm Buy Recommendation
Commented by Nico Popp on March 25th, 2026 | 09:40 CET
Data Ecosystems of the Future: Aspermont, a Newcomer, Follows in the Footsteps of S&P Global and Wolters Kluwer
Specialized professional information is the most profitable business model in the knowledge economy. In a world shaped by technological disruption and geopolitical tensions, simply providing information is no longer enough. The trend is toward decision-making architectures in which proprietary content is monetized through artificial intelligence (AI) and converted into recurring subscription revenue (XaaS). In other words, valuable information at the touch of a button that makes current decisions easier. Studies by the consulting firm McKinsey confirm that data has long since become a kind of asset class for companies. Corporations such as S&P Global Market Intelligence and Wolters Kluwer have already successfully pursued this path and are traded as established blue-chips with correspondingly high valuation metrics. The small-cap company Aspermont is following this exact formula for success, though it is still in an early phase by comparison. As the ongoing commodities boom fuels numerous new project activity and Aspermont attracts fresh capital following its reverse stock split, the company is increasingly coming into focus.
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Commented by André Will-Laudien on March 25th, 2026 | 09:35 CET
Oil Volatility Shakes Markets – Life Sciences Stocks Back in Focus: Bayer, Vidac Pharma, Valneva, Novo Nordisk, and Pfizer
The conflicts in the Middle East continue. With the first talks between the US and Iran, the stock markets made a lightning-fast upward adjustment. As a result, the German benchmark index DAX 40 gained a full 1,600 points within just 10 minutes at the start of the week. However, it was unable to hold that level, falling back to 22,600 points yesterday. The question now is whether the parties to the conflict can actually reach a viable solution. Completely unfazed by the broader market conditions, some news is making waves in the life sciences sector, driving price movements here and there. It is good to shift the focus away from daily market fluctuations and toward other profitable sectors. Here are a few ideas.
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Commented by Tarik Dede on March 25th, 2026 | 09:30 CET
The war opens up opportunities in commodity stocks: Barrick Mining, Antimony Resources, and Freeport McMoRan in focus
The war in the Persian Gulf has drastically shaken up the metals market. Until the end of January, gold, silver, copper, rare earths, and others were still the top performers in many portfolios. The debasement trade, the weak dollar, and geopolitical uncertainty drove prices higher. On top of that, there were significant supply shortages for silver and copper, as well as China's dominance in the extraction and processing of critical metals like antimony and rare earths. The current pullbacks in many stocks now offer opportunities for investors to enter the market.
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Commented by Nico Popp on March 25th, 2026 | 07:25 CET
Copper and PGMs as Strategic Bottlenecks: Is Power Metallic Mines Coming into Focus for Rio Tinto, Lundin Mining, and Others?
The energy transition and the rapid expansion of digital infrastructure have ushered in a new era in the commodities sector. Copper and platinum group metals (PGMs) have become increasingly expensive. The copper market hit a record high of over USD 14,500/t in January of this year. The International Energy Agency (IEA) warns of a significant supply deficit that could reach about 30% of demand by 2035. While capital expenditures in the sector remain well below their peak, demand is exploding due to artificial intelligence (AI) and new data centers. Industry giants such as Rio Tinto are positioning themselves through capital-intensive large-scale projects, while Lundin Mining is investing billions to scale up production in South America. For investors, however, the focus is increasingly shifting toward the quality and jurisdiction of new discoveries. This is where Power Metallic Mines comes into the spotlight: the explorer has identified a polymetallic system in the Canadian province of Québec that significantly exceeds the average grades of major producers, making the company a highly attractive takeover candidate.
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Commented by Armin Schulz on March 25th, 2026 | 07:20 CET
Multi-Billion-Dollar Defense Deal in Canada: Volatus Aerospace Secures Major Contract - Early Investors Take Note
The Canadian government is fundamentally changing its defense procurement strategy. In the future, 70% of defense spending is to remain within the country - a multi-billion-dollar opportunity for domestic technology providers. One company that seems tailor-made for this is Volatus Aerospace. But while many see the defense boom as merely a source of short-term profits, the Ontario-based drone specialist is pursuing a different strategy. It is not about individual weapon systems, but rather an integrated platform that has already been tested in everyday civilian use.
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Commented by André Will-Laudien on March 25th, 2026 | 07:15 CET
Trump and the EU Need Critical Metals and Oil Alternatives! BHP, Avrupa Minerals, Mercedes, and BYD
As oil prices surge to new levels above USD 100, investors are facing heightened supply chain concerns. Just as during the COVID-19 pandemic, global trade relations in the commodities sector are at risk of grinding to a halt due to the closure of the Strait of Hormuz. Following significant price declines across all industrial sectors, it is essential to identify potential winners. The commodities giant BHP can look forward to rising revenues and cash flows, while a new surge in e-mobility is expected in the alternative energy sector. Avrupa Minerals is searching for critical materials in Finland and Portugal and has already made discoveries. An exciting investment opportunity is currently emerging.
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Commented by Fabian Lorenz on March 25th, 2026 | 07:10 CET
Tungsten Crisis! "Reuters" Reports Shortage in the US! Almonty Positioned to Benefit, and Analysts Reaffirm Buy Recommendation
Tungsten prices have risen nearly 20% in just one week. The situation surrounding this metal, which is critical not only for ammunition production, continues to worsen. "Reuters" recently reported on noticeably low inventory levels in the US. On "Bloomberg," an expert speaks of an almost unprecedented market development. The biggest beneficiary is Almonty Industries. Analysts see over 50% upside potential. According to their estimates, the P/E ratio for 2027 is around 5. Almonty is expected to produce 267,537 metric tons this year alone. Costs are expected to be USD 266 per MTU. On the Rotterdam stock exchange, the current price is USD 2,800 per MTU.
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Commented by Armin Schulz on March 25th, 2026 | 07:05 CET
The battery megatrend is driving business growth at BYD, NEO Battery Materials, and DroneShield
Electrification has moved beyond its experimental phase and is now emerging as a structural disruptor. At the heart of this transformation are high-performance batteries, which have long since ceased to merely power vehicles and now serve as a fundamental energy platform for the next technological era. From autonomous logistics drones to AI-powered data centers, the scalability of these future markets depends on the efficiency and stability of energy storage systems. Anyone setting the course for tomorrow today must understand that these value chains are inextricably intertwined. We will therefore take a closer look today at the automaker BYD, the high-performance battery manufacturer NEO Battery Materials, and the drone defense specialist DroneShield.
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Commented by Mario Hose on March 25th, 2026 | 07:00 CET
The Mustard Revolution Is Here! How the Newcomer MustGrow Is Challenging Giants Bayer and K+S
We may already be, or soon find ourselves, at a dangerous crossroads in world history, where the mere availability of food becomes a decisive factor of power. While headlines are dominated by blocked shipping routes like the Strait of Hormuz and fertilizer shortages, a new alliance for supply security is forming on the stock market. Companies such as Bayer and K+S find themselves in a technical chart situation that raises only one key question: Is this a good entry opportunity? At the same time, the innovative pioneer MustGrow Biologics is preparing to disrupt the market from the ground up with its patented mustard-based technology. In this report, we analyze why the combination of established chemical power, strategic raw materials, fertilizers, and a biological revolution could stabilize your portfolio right now. Those who fail to take a closer look may miss the moment when the course for the coming years is set.
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Commented by Fabian Lorenz on March 24th, 2026 | 07:30 CET
Critical Raw Material for Ammunition: Antimony Resources Approaching a Key Milestone – and Then a US Government Entry?
Raw materials are increasingly becoming a critical factor in ammunition production. Alongside tungsten, antimony is one such material. This largely unknown mineral is critical for flame retardants, batteries, alloys, electronics, and, of course, ammunition. At the same time, the US is 100% reliant on imports. Antimony Resources is developing what is likely one of the most promising deposits in North America. A resource estimate is expected to be released by June. Then, the US government might even step in. This is speculation, but there have already been examples since last year of the Trump administration taking such decisive action to secure critical raw materials.
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Commented by Armin Schulz on March 24th, 2026 | 07:25 CET
From Silver North Resources to Volkswagen to Super Micro Computer: Where Are the Best Opportunities Now?
Markets remain under pressure as interest rate uncertainty and geopolitical risks weigh on sentiment. While some are losing their nerve in the face of volatility, three companies from completely different industries reveal the strategic shifts taking place behind the scenes. Beyond the recent drop in stock prices, there is another common thread. Whether in Silver North Resources' drill holes, Volkswagen's electric vehicles, or Super Micro Computer's AI servers, silver is proving to be the connecting element of a transformation sweeping across all industries. Today, we analyze which stocks have the potential for a turnaround.
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Commented by Fabian Lorenz on March 24th, 2026 | 07:20 CET
Oil Price at USD 150? Is Now the Time to Buy Energy Stocks? Siemens Energy, SMA Solar, and Dividend Star RE Royalties
Will the oil price climb to USD 150 in the short term? Barclays considers this extreme scenario possible. From the US bank's perspective, the driving force is, of course, the war in Iran. This is keeping the stock market on edge. Price swings are also severe for energy stocks. But this creates buying opportunities. RE Royalties, for example, is once again attractive with a dividend yield of 10% and the potential for rising prices. At Siemens Energy, the dividend yield is well below 1%. However, analysts expect a significant increase in the payout. Nevertheless, they do not consider the DAX-listed company's stock a Buy. And what about SMA Solar? Is the rally over? The price-to-sales ratio does not appear high.
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Commented by Nico Popp on March 24th, 2026 | 07:15 CET
Energy Crisis Escalates: A.H.T. Syngas Comes to the Rescue of Small and Medium-Sized Businesses – Haffner and Vow Position Themselves
The escalation of the war in the Middle East and the de facto blockade of the Strait of Hormuz are putting energy supply chains and the raw materials they depend on to the test. Since approximately 20% of global LNG trade flows through the strait, European natural gas prices have skyrocketed to record levels. The Dutch TTF benchmark reached a level of over EUR 90 per MWh in early March - a threefold increase within a few days that threatens the upturn in the manufacturing sector. In this market environment, the spotlight is turning to companies that offer immediately available, decentralized solutions for energy self-sufficiency. While many corporations are still stuck in long-term planning for a comprehensive hydrogen infrastructure, players like Haffner Energy and Vow are driving niche solutions for heavy industry and logistics. For medium-sized industrial companies, however, A.H.T. Syngas Technology offers a promising solution. Investors should recognize the dependence on global supply chains and bet on companies that are smartly tackling high energy costs.
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Commented by Armin Schulz on March 24th, 2026 | 07:10 CET
Sangdong Is More Than Just a Mine: How Almonty Industries Is Emerging as a Strategic Pillar for Western Supply Chains
For decades, tungsten was a blind spot in commodity markets - technically indispensable, yet strategically overlooked. That perception is now shifting rapidly. As Western economies reassess their dependence on Chinese supply chains for defense and high-tech applications, Almonty Industries is transitioning from developer to producer at its Sangdong project in South Korea. What follows is not merely the start of production, but a structurally important addition to Western supply security.
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Commented by Stefan Feulner on March 24th, 2026 | 07:05 CET
Uranium Energy, American Atomics, Energy Fuels: Strong Political Tailwind
The uranium market is undergoing a structural shift. The AI boom, data centers, and geopolitical tensions are driving up demand for reliable baseload energy. Nuclear energy is becoming a key technology of the digital age. At the same time, capital from Silicon Valley is flowing directly into the sector. The development of Western supply chains and new subsidy programs could trigger a revaluation with enormous potential for investors.
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