Commented by Fabian Lorenz on February 6th, 2026 | 08:55 CET
Buy HYDROGEN STOCKS now?! Plug Power, thyssenkrupp nucera, and First Hydrogen in focus
Now, this would be a genuine sensation and could trigger a sharp revaluation of the stock. First Hydrogen is working on an alternative to uranium-based fuel salts, as part of its activities in small modular reactors (SMRs) and green hydrogen. thyssenkrupp nucera, on the other hand, is pursuing a more conservative strategy and focusing on green hydrogen produced from solar and wind energy. The company sees great potential in India and aims to tap into the market there. At Plug Power, attention is currently focused on the company's financial future. Shareholders must vote on a significant dilution measure. The former market darling is attempting to restore confidence and improve market sentiment.
ReadCommented by Carsten Mainitz on February 6th, 2026 | 08:10 CET
These companies have the perfect growth formula: Silver North Resources, Barrick Mining, and ASTA Energy Solutions!
Favorable conditions and strong balance sheets provide the foundation for share price gains. This formula applies to all three companies mentioned. With its recent IPO and fresh funds, ASTA Energy Solutions can benefit significantly from the megatrend of the energy transition. High gold prices are filling Barrick's coffers, and the spin-off of its North American gold assets will provide an additional return lever. Well-financed Canadian explorer Silver North Resources is making strong progress. High-grade silver properties in Canada are being developed at a rapid pace, creating added value for shareholders. The high silver price provides additional support – a simple equation.
ReadCommented by Armin Schulz on February 6th, 2026 | 08:00 CET
Exploding electricity demand! Siemens Energy, American Atomics, and Nordex stand to benefit
The current energy crisis reveals a paradoxical picture. Despite record growth in renewables, power consumption and emissions continue to rise. Blackouts and surging electricity prices are increasingly undermining the competitiveness of entire industries. The solution lies not in a single technology, but in an intelligent, reliable energy mix. For investors, this structural transformation is creating historic opportunities. This report examines how Siemens Energy, American Atomics, and Nordex are strategically positioned to benefit from this profitable future market.
ReadCommented by Fabian Lorenz on February 6th, 2026 | 07:55 CET
Over 100% upside potential! Commodity gem Power Metallic Mines set to go public in New York!
This may be the last chance to get in on this commodity gem at attractive prices. Power Metallic Mines' share price has finally taken off after another round of spectacular drilling results in recent weeks. The current volatility on the commodity markets has caused a brief pullback, which could be used as an opportunity to buy or add to existing positions. What was initially thought to be a nickel deposit has turned into a world-class multi-metal system containing copper, platinum, palladium, cobalt, gold, and silver. The company is planning an IPO in New York, and analysts see over 100% upside potential.
ReadCommented by Carsten Mainitz on February 6th, 2026 | 07:50 CET
Antimony Resources: North America's largest critical minerals project sparks interest – when will Trump come knocking?
Geopolitics is becoming a decisive factor in the valuation of raw material projects and resource companies. These are the conclusions reached by renowned consulting firms. Security of supply is now defining strategic logic. Many experts conclude that states and governments will increasingly become the most important investors in industry in the future. Antimony Resources shares are increasingly being traded as beneficiaries. The Canadian company owns the largest antimony deposit in North America. The global market is currently dominated by China, Russia, and Tajikistan. Antimony is indispensable, particularly in military and security-related applications. The share price has already risen significantly, but is currently correcting at a high level. Investors should definitely keep the stock on their radar.
ReadCommented by Armin Schulz on February 6th, 2026 | 07:00 CET
Almonty Industries Surges, Novo Nordisk and PayPal Correct: Where Are the Entry Points?
The stock market is increasingly divided. While mining stocks are benefiting from geopolitical upheavals and the strategic race for raw materials, established market heavyweights are being punished at the slightest disappointment. This shift reflects the growing limits of globalization. Today, resilience beats efficiency. Three very different companies illustrate this new environment: tungsten producer Almonty Industries, pharmaceutical giant Novo Nordisk, and payment service provider PayPal. We analyze the current situation.
ReadCommented by Armin Schulz on February 5th, 2026 | 09:30 CET
SAP in free fall! RE Royalties soaring - and how is Bayer's turnaround progressing?
The stock market is divided. Established names are tumbling, while niche players are booming. Software giant SAP is facing a crisis of confidence after disappointing forecasts. Its share price slump highlights how unforgiving markets are toward stagnating growth. At the same time, a smaller name is attracting attention. RE Royalties is benefiting from the exploding demand for electricity from AI with its renewable energy business model and is attracting investors with generous dividends. In between, pharmaceutical giant Bayer is battling the legacy issues of a prolonged downturn and showing that its turnaround is increasingly gaining traction. We take a closer look at the current situation.
ReadCommented by Fabian Lorenz on February 5th, 2026 | 08:25 CET
Almonty shares are skyrocketing! Novo Nordisk shares are plummeting! And what is Hensoldt doing?
Almonty shares gained over 17% on the Nasdaq on Tuesday. The largest Western tungsten producer is likely to benefit from the US government's build-up of strategic reserves of critical raw materials. In addition, analysts have significantly raised their price target and expect Almonty to achieve a net margin of around 50% in 2027. Novo Nordisk, on the other hand, plummeted by over 17% yesterday. The pharmaceutical company has once again shocked the stock market. It expects declining revenue and profits for the current year. And what about Hensoldt? The stock is treading water, but analysts see potential for price gains. In addition, the company has landed an order worth hundreds of millions of euros.
ReadCommented by Armin Schulz on February 5th, 2026 | 08:20 CET
The Next Commodity Price Surge: How Rio Tinto, Globex Mining, and Glencore Are Positioned for the Supercycle
Commodity markets are undergoing a historic turning point. While precious metals are shining as safe havens, the energy transition continues to drive lithium demand. But the real pressure point lies in critical raw materials such as antimony or tungsten, whose supply is extremely strained due to geopolitical conflicts. This fragmentation of the supercycle is creating unique opportunities for strategically positioned companies. Three key players are ready to benefit: Rio Tinto, Globex Mining, and Glencore.
ReadCommented by Fabian Lorenz on February 5th, 2026 | 08:15 CET
Setback, consolidation, and a new contender: Rheinmetall, DroneShield, and NEO Battery Materials
Drones are the future in both the military and civilian sectors. Rheinmetall also wants to be part of this. But Germany's largest defense contractor, known for its heavy military equipment, has recently had to swallow a disappointment. In contrast, NEO Battery Materials could finally take off. In recent months, the company has caused a stir with orders for its revolutionary batteries for applications in drones, robotics, and electromobility. Now it has brought two well-known corporations on board. And what about DroneShield? Things have quietened down somewhat for the high flyer from 2025. But there are opportunities for orders in its home country.
ReadCommented by Fabian Lorenz on February 4th, 2026 | 08:50 CET
Yesterday +10%! Top news drives shares of Evotec, Novo Nordisk, and CHAR Technologies!
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.
ReadCommented 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
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.
ReadCommented by Fabian Lorenz on February 4th, 2026 | 07:35 CET
DISAPPOINTMENT at Puma! RENK "Top Pick" or "Hold"? RE Royalties awakens!
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.
ReadCommented 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
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.
ReadCommented 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!
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.
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