Commented by Tarik Dede on September 28th, 2026 | 07:30 CEST

World Leaders in Their Fields: ASML, Albemarle and Almonty Industries in Focus

• Tungsten
• CriticalMetals
• geopolitics
• Technology
• chips
• Lithium

True global market leaders dominate and control their businesses while keeping competitors at bay. Sometimes, high market shares result from unique technology, as is the case with ASML. Other times, they stem from years of building a business to become a key industry player, as seen with Almonty Industries and Albemarle. However, even these companies and their stocks have come under pressure over the summer amid heightened uncertainty in the equity markets. Their shares are now well below their previous record highs. This could present opportunities for strategically minded investors. That is why we are looking at ASML, Albemarle and Almonty Industries today.

Commented by Stefan Bode on September 28th, 2026 | 07:25 CEST

Strategic Acquisitions, Niche Markets and Supply Chains: Logitech, Shelly, Schneider Electric and Zefiro Methane

• methane
• OrphanWells
• Technology
• Software
• Energy

Created and Published on Behalf of Zefiro Methane Corp.

Multi-billion-dollar acquisition offers, government-subsidised niche markets, and unexpected operational headwinds are shaping current market activity. While strategic bidders pursue high-margin software growth with substantial valuation premiums, specialized infrastructure service providers benefit from regulatory tailwinds, insulated from cyclical commodity prices. At the same time, the recent share price pressure at an established technology provider highlights how sensitively the stock market reacts to supply chain risks, despite solid balance sheets. We take a look at the opportunities and risks facing the three companies.

Commented by Matthias Schomber on September 28th, 2026 | 07:20 CEST

The Hunt for Returns Begins: Volkswagen and BYD Set for a Rebound? Globex Mining Breaks Out!

• Commodities
• PreciousMetals
• Electromobility

Everyone is looking for returns in the stock market. The autumn hunt for high-return stocks has begun, and we have found some interesting candidates. While Germany's homegrown automaker Volkswagen is in the middle of a difficult and costly transformation, its Chinese rival BYD is pushing aggressively into the European market with smart pricing strategies. Both stocks could now offer rebound potential. But it is not just the automakers that are seeing interesting developments. Smaller companies that are not necessarily on investors' radar also deserve a closer look. The commodities company Globex Mining is not only positioning itself operationally but has also managed a technical breakout above a key resistance level. We take a closer look at these three stocks, assess their return potential and evaluate their current situation.

Commented by Fabian Lorenz on September 28th, 2026 | 07:15 CEST

Vonovia: Between Expropriation and Defence Industry Fantasies - Verbio and RE Royalties Ride the Energy Boom

• royalties
• dividends
• RealEstate
• Defense
• renewableenergy

Data centres, electrification and rising industrial energy demand are driving up the need for renewable power across North America. RE Royalties is one of the beneficiaries. Its home market of Canada provides a promising starting point, while in the US it is expanding its partnership with solar developer Solaris Energy. In contrast, Vonovia is struggling with rising interest rates and the threat of a possible expropriation in Berlin. The uncertainty is weighing on investor sentiment. For now, even the prospect of entering the defence sector is failing to provide a boost. The company's CEO recently floated the idea. Verbio, meanwhile, is seeing strong business performance, and analysts are recommending the stock as a "Buy".

Commented by Jens Castner on September 28th, 2026 | 07:10 CEST

WHEN STOCK PRICES AND REALITY COLLIDE: THE WEEK OF TRUTH FOR BYD, VIDAC PHARMA AND FEDEX

• Biotechnology
• Cancer
• Pharma
• Electromobility
• Logistics

This week holds a fascinating lesson for investors. BYD, Vidac Pharma and FedEx, three publicly traded companies that could hardly be more different, are holding their annual shareholder meetings: a Chinese auto giant, a British-Israeli biotech minnow, and an American logistics conglomerate. Current developments reflect three completely different realities. The spectrum ranges from global market battles to controversial issues regarding insider stock sales and executive compensation. Two of the stocks have recently lost about half their value. The third, while down significantly from its all-time high after a record run, is still clearly up for the year. Read on to learn about the opportunities and risks this presents.

Commented by Stefan Feulner on September 28th, 2026 | 07:05 CEST

Lockheed Martin, Volatus Aerospace, DroneShield: The Billion-Dollar Race for Drone Supremacy

• Drones
• Defense
• hightech
• geopolitics

Wars are changing rapidly. Drones are taking over reconnaissance and attack missions, autonomous systems are making increasingly more decisions on their own, and traditional weapons systems are being integrated with artificial intelligence and new sensors. At the same time, demand for technologies that can detect and neutralize enemy aircraft at an early stage is surging. This is creating a new billion-dollar market for the defence industry, spanning precision weapons to autonomous drones and electronic countermeasures.

Commented by Lars Winter on September 28th, 2026 | 07:00 CEST

Exciting Stock Stories and Plenty of Upside Potential: Lahontan Gold, United Internet and Generac in Focus

• Gold
• Silver
• Commodities
• Energy
• Industrial
• AI

Exciting stock stories sometimes begin where investors least expect them—in an old gold mine, the expansion of a telecom network or the market for backup generators. Canadian explorer Lahontan Gold recently delivered positive news on its Santa Fe mine in Nevada, which could provide fresh momentum for the stock. Meanwhile, German MDAX-listed United Internet aims to finally turn a profit again after years of heavy spending. And US generator specialist Generac has gained a customer in Amazon that could significantly accelerate its power business. We take a closer look at these three promising stocks and the latest news driving their investment stories.

Commented by Carsten Mainitz on September 25th, 2026 | 10:00 CEST

Get Set for the Next Gold Rally: DRC Gold, Barrick Mining and Newmont in Focus

• Gold
• Commodities
• Africa
• rally

Amid persistent inflation concerns and monetary policy turmoil, gold continues to serve as a safe haven and has hit an all-time high this year. Central banks are using weaker prices to make substantial purchases. With gold trading above USD 4,000 per ounce, producers such as Newmont and Barrick Mining are posting record profits. But exploration companies are also worth watching, as these second- and third-tier stocks could offer significant leverage on gold price movements during prolonged bull markets. DRC Gold fits into this category with an exciting gold project in the Democratic Republic of the Congo. Where are the biggest opportunities?

Commented by Armin Schulz on September 25th, 2026 | 09:50 CEST

Volkswagen, HPQ Silicon, AeroVironment: How Investors Can Profit from the Battery and Drone Boom

• Silicon
• Batteries
• FumedSilica
• Drones
• Defense
• Electromobility

The lines between defence and automotive are blurring. Defence budgets are reaching record highs, while the auto industry is undergoing a complete transformation. In between, a new value chain is emerging, built on batteries, silicon and autonomous systems. After all, drones and an ever-increasing amount of military technology also require better batteries. Electric mobility needs them too. Those who understand the intersections are a step ahead of the masses. Headlines are of little help here. What counts are supply chains, patents and full order books. That is why we are taking a closer look at Volkswagen, HPQ Silicon and AeroVironment today.

Commented by Carsten Mainitz on September 25th, 2026 | 09:45 CEST

Steel Industry in Transition! Strategic Resources, thyssenkrupp and Salzgitter Offer New Opportunities

• VTM
• ironore
• GreenSteel
• decarbonization

Less steel from China, new opportunities for the industry? According to Bloomberg, leading Chinese steelmakers recently called for tighter production restrictions and a reduction in inventory levels. If these calls lead to concrete action, price pressure on the global market could ease. Steel stocks such as thyssenkrupp and Salzgitter have already moved higher. At the same time, the shift to lower-emission steel production is changing the rules of the game and opening up opportunities across the entire value chain. Strategic Resources aims to supply high-quality iron ore pellets for modern steel mills and scale up to an industrial level. Meanwhile, project progress and financing are increasingly coming into focus. What is driving the stock prices?

Commented by Stefan Feulner on September 25th, 2026 | 08:00 CEST

Artemis Gold, Desert Gold and i-80 Gold – Gold Rush 2.0 Begins

• Gold
• Commodities
• Africa
• geopolitics

Gold has long since evolved from a mere crisis hedge into a strategic asset. Central banks are expanding their holdings, geopolitical tensions are driving the demand for independent reserves, and investors are seeking protection against inflation and currency risks. According to the World Gold Council, 89% of the reserve managers surveyed expect central bank gold holdings to rise over the next twelve months. At the same time, mining supply is responding only slowly despite high prices. This could further intensify the competition for large deposits.

Commented by Nico Popp on September 25th, 2026 | 07:50 CEST

Breakthroughs in Skin Cancer Treatment: New Approaches from Biofrontera and Moderna – Vidac Pharma Faces a Busy Fall

• Pharma
• Biotechnology
• Biotech
• Cancer
• Innovations

For a long time, the treatment of skin cancer and its precancerous stages resembled a makeshift compromise: Doctors used scalpels, froze affected areas, or prescribed aggressive creams that destroyed tissue. It was not uncommon for patients to suffer pain and weeks of delayed wound healing. But a completely new dynamic is currently emerging in the sector. Suddenly, innovations involving light beams, messenger RNA (mRNA), and the metabolic reprogramming of cancer cells are making headlines. We present the latest developments in skin cancer and its precancerous stages. The race for innovation has only just begun.

Commented by Stefan Bode on September 25th, 2026 | 07:45 CEST

Breakthroughs, Production Launches and Billion-Dollar Contracts – Almonty Industries, Secunet Security Networks, Viking Therapeutics

• Tungsten
• CriticalMetals
• Defense
• hightech
• geopolitics
• Biotechnology

Strong clinical trial data, the launch of a strategically important raw-materials production facility, and a potential billion-dollar contract are driving market activity. The three companies presented today could benefit from long-term megatrends such as obesity therapies, secure supply chains, and rising defense spending. However, high growth opportunities are offset by clinical risks, operational challenges, and ambitious valuations.

Commented by Nico Popp on September 25th, 2026 | 07:40 CEST

Drone Warfare Reshuffles the Deck: Rheinmetall Struggles, DroneShield Reinvents Itself and Volatus Aerospace Passes the First Blind Flight

• Drones
• Defense
• hightech
• geopolitics

A switch is flipped, and suddenly drones that were once feared lose their bearings. On battlefields around the world, a simple frequency jamming is often enough to disable the GPS navigation systems widely used in drones completely. This situation is forcing the entire drone industry to rethink its approach and is opening up new opportunities. Those who can navigate reliably despite jammers are prepared for the future. We present the latest developments at Rheinmetall, DroneShield and Volatus Aerospace.

Commented by Tarik Dede on September 25th, 2026 | 07:35 CEST

Gold Under the Spell of Interest Rates: Opportunities in Lundin Gold, Kobo Resources and Barrick Mining

• Gold
• Commodities
• Investments
• Copper

Higher or lower interest rates? The Federal Reserve has responded to pressure from the bond markets and raised interest rates for the first time in many years. This is putting enormous strain on the US budget and could also further weigh on an already struggling real estate market. Gold investors initially reacted negatively, with the price correcting. However, this is likely to be only a temporary setback. Savvy central bankers, such as those at the People's Bank of China, are taking advantage of current prices to make substantial purchases. Buying activity in gold ETFs is also picking up. The current correction in the gold price should therefore be viewed primarily as an opportunity for stock investors looking at promising stocks. Today, we take a closer look at Lundin Gold, Kobo Resources and Barrick Mining.