Commented by Armin Schulz on May 28th, 2026 | 08:30 CEST

Bayer, MustGrow Biologics, K+S: The Secret Formula for Success Behind the Biological Fertilizer Revolution

• agrochemical
• agritech
• chemicals
• fertilizer
• biologics

Created and published on behalf of MustGrow Biologics Corp.

The global fertilizer industry is undergoing its most significant structural transformation in generations. A growing global population, technological breakthroughs in biological agricultural solutions, and policy shifts toward more sustainable agriculture are driving this growth sector. The need for more efficient nutrient use is giving rise to a dynamic market with fresh revenue potential. Companies that pursue the right strategies now are positioning themselves for the coming decade. Three players from different worlds embody this development in their own way: Bayer, MustGrow Biologics, and K+S.

Commented by Tarik Dede on May 28th, 2026 | 07:35 CEST

Commodities War on Hold: How Shares of MP Materials, Antimony Resources, and Aya Gold & Silver Are Benefiting

• Mining
• antimony
• Commodities
• war
• geopolitics
• Gold
• Silver

Created and published on behalf of Antimony Resources Corp.

The conflict in the Persian Gulf appears to have entered its final phase. Apparently, the US and Iran are on the verge of finalizing a path to peace. At least, that is what the US media are reporting. Apart from copper, which is currently at an all-time high, the hostilities have weighed on almost all metal prices and, consequently, on stocks as well. However, the geopolitical competition for rare earths, antimony, and silver is likely to enter the next round in the coming months. Western companies are moving forward with their projects to benefit from the US plans to establish a supply chain outside China's sphere of influence. We are therefore looking at the winners of tomorrow, who could also succeed in the short term: MP Materials, Antimony Resources, and Aya Gold & Silver!

Commented by Matthias Schomber on May 28th, 2026 | 07:30 CEST

First Majestic & Agnico Eagle are Shining, but Power Metallic Mines is the Real Hidden Gem!

• Mining
• PGMs
• PGEs
• Commodities
• Gold
• Silver
• Copper

The war in Iran has changed the world—and with it, the financial markets. High energy prices, rising inflation, and a dim economic outlook: Germany's economic experts have halved their 2026 growth forecast to a meagre 0.5%. At the same time, a recent Forsa survey shows that investors now consider gold more attractive than stocks; 30% view the precious metal as the investment with the highest long-term returns, while only 26% still prefer stocks. The price of gold has risen by over 30% in the past 12 months alone and is currently trading at over USD 4,500 per troy ounce. In this environment, the precious metals markets are going wild, rewarding investors who positioned themselves early. While world-renowned industry giants like First Majestic Silver and Agnico Eagle Mines shine with impressive record figures and massive cash flows, exciting explorers and juniors from the second tier are increasingly coming into the focus of investors. It is precisely at this point that an up-and-coming player enters the stage, offering a unique polymetallic strategy. Power Metallic Mines is not only demonstrating remarkable operational momentum but is also at an absolutely promising technical threshold. Investors looking to expand their investment focus beyond gold and silver to include essential battery metals and other metals should take a very close look now.

Commented by Nico Popp on May 28th, 2026 | 07:25 CEST

Gold Consolidation in Africa: Barrick Mining and Harmony Gold Under Pressure – North Arrow Minerals Fills the Strategic Niche

• Mining
• Gold
• Commodities
• Africa
• geopolitics

Rapidly dwindling mineral reserves, a lack of major discoveries in historically developed areas, and drastically increased geopolitical risks—the situation in the gold industry demands action. Leading companies must realign their portfolios to avoid valuation discounts. The search is on for deposits in stable jurisdictions that can be brought into production quickly with state-of-the-art infrastructure. According to regular analyses by the Fraser Institute, Botswana is emerging as the primary target area in Africa. The junior company North Arrow Minerals is positioning itself in a promising geological niche to systematically define a virtually untouched system with the Kraaipan Gold Project.

Commented by Armin Schulz on May 28th, 2026 | 07:20 CEST

TKMS, Strategic Resources, and Lockheed Martin: The Largest Post-War Rearmament Program Is Stalling!

• GreenSteel
• hightech
• Defense
• iron
• VTM

For the first time since the Cold War, NATO is pouring record sums into defence—EUR 108 billion for Germany alone. But modern frigates, battle tanks, and jets consume critical metals such as vanadium, germanium, and rare earth elements. Without these raw materials, even high-tech weapons become useless. China dominates the supply chains, creating a dangerous bottleneck. Yet although the outlook for companies in this sector could hardly be better, few stocks are trading at their all-time highs. Today, with TKMS, Strategic Resources, and Lockheed Martin, we have three interesting companies that have the potential to reach new highs.

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

SpaceX IPO: Buy or Stay Away? Almonty Heading into Space—and Undervalued?

• Mining
• Tungsten
• Defense
• hightech
• AI
• Space

It is the stock market event of the year and the biggest IPO of all time. Elon Musk is taking SpaceX public. Despite an absurd valuation, it might be worth buying at least in the short term. An AI expert and tech analyst breaks down the facts and the hype, and his conclusion is interesting. The IPO is also having spillover effects on other space-related equities, with several stocks showing sharp short-term gains. And raw materials crucial to space travel are also coming into focus for investors. Tungsten, for example, plays a key role in aerospace applications such as rockets and satellites. The price of this critical metal is skyrocketing, and anyone looking to profit from it can hardly ignore Almonty Industries. The company recently made a milestone with the commissioning of its large-scale mine in South Korea. Analysts are projecting strong revenue and earnings growth in the coming years, with recent updates leading to higher price targets.

Commented by Armin Schulz on May 28th, 2026 | 07:10 CEST

Volatus Aerospace: A Quiet Beneficiary of the Drone Boom with a USD 1.1 Billion Opportunity

• Drones
• Defense
• hightech
• aerospace

The drone industry suffers from a structural problem. While there are many manufacturers, hardly any offer a complete package of hardware, operation, and maintenance from a single source. Volatus Aerospace has positioned itself precisely in this niche. From a commercial service provider for pipeline inspections and offshore logistics, it has grown into a provider increasingly relevant in the defence sector as well. With its own production facility in Mirabel, autonomous software, and recent successes in US and NATO programs, the company is demonstrating that the scaling phase has begun.

Commented by Tarik Dede on May 28th, 2026 | 07:05 CEST

The IPO Boom is Hitting the Gold Market: Sunshine Silver, DRC Gold, and Kinross Gold in Focus

• Mining
• Gold
• Silver
• Commodities
• IPO

On June 12, Elon Musk plans to list SpaceX on the Nasdaq. With a valuation of USD 1.75 trillion, it is shaping up to be the largest initial public offering in history. But the pipeline of new listings is also gaining momentum in the commodities sector. Sunshine Silver Mining & Refining, for example, is preparing an IPO on the NYSE and aims to raise up to USD 330 million. And it is far from the only resource company seeking to go public this year. DRC Gold, meanwhile, appears particularly interesting from a takeover perspective. The Canadian company plans to bring two gold mines into production over the medium term. At the same time, Chile is increasingly becoming an Eldorado for gold miners, alongside its role as the world's leading copper producer. Kinross Gold is now planning a multi-billion-dollar investment there, but could also pursue further growth through acquisitions.

Commented by Jens Castner on May 28th, 2026 | 07:00 CEST

WORSE THAN MILLIONS OF COWS: ZEFIRO TAKES ON AMERICA'S CLIMATE KILLER

• methane
• OrphanWells
• Oil
• Gas
• climatechange
• CarbonCredits

Millions of abandoned oil and gas wells are silently polluting the atmosphere—largely unnoticed, largely unchecked. Zefiro Methane has set itself the goal of permanently plugging them and is generating revenue from three sources: industry, government, and the carbon credit market. The Canadian company has recognized that America's methane problem can not only be addressed, but also monetized. The stock's valuation still has significant upside potential.

Commented by Matthias Schomber on May 28th, 2026 | 06:55 CEST

BYD and Xiaomi Struggle in Price War—Is dynaCERT Set to Take Off?

• Hydrogen
• cleantech
• greenhydrogen
• Electromobility
• Technology

When it comes to electric vehicles, the investment world also keeps a close eye on the Asian market, where a fierce price war is currently raging. Former investor darlings have come under unexpected and significant pressure in recent months—and in some cases still are—and are having to accept losses in profits. But while these companies are struggling, a Canadian cleantech company is increasingly coming into focus for investors. With interesting solutions for fuel savings and emissions reduction, it strikes exactly the right chord. In light of surging fuel costs, freight companies worldwide are desperately searching for solutions. And this is precisely where a lucrative opportunity is emerging. Discover the potential of an up-and-coming company like dynaCERT.

Commented by Carsten Mainitz on May 27th, 2026 | 08:20 CEST

A Multi-Billion-Dollar Business: Zefiro Methane Is a Major Player – A Revaluation Is on the Horizon!

• methane
• OrphanWells
• Oil
• Gas
• CarbonCredits
• climatechange

Methane is now considered one of the key levers in the global fight against climate change. Over a 20-year period, the gas is more than 80 times more harmful to the climate than CO₂, and in the US, it escapes by the millions from abandoned and orphaned oil and gas wells. Accordingly, political pressure is mounting to quickly eliminate these harmful sources of emissions. In the US alone, billions of dollars from government subsidy programs, climate initiatives, and private ESG investments are now flowing into remediation efforts. Zefiro operates as a hidden champion at this intersection. With its latest acquisition, the company's profitable growth is gaining significant momentum. The stock is poised for a revaluation.

Commented by Fabian Lorenz on May 27th, 2026 | 08:15 CEST

AI Winners! Shares of SMA Solar and SUSS MicroTec Are Skyrocketing! RE Royalties Next?

• royalties
• dividends
• renewableenergy
• Solar
• AI
• semiconductor

The AI boom is currently driving the stock markets. As OpenAI and Anthropic prepare for their IPOs, semiconductor and energy stocks are skyrocketing. SMA Solar has recently been among the favourites in Germany. The company, known for its inverters, is increasingly positioning itself as a provider of battery storage solutions. The stock has doubled since early March. SUSS MicroTec's stock has surged by a robust 185% over the past six months. But now analysts are putting the brakes on the euphoria surrounding the semiconductor equipment manufacturer. Investors looking for the next rising star should take a closer look at RE Royalties. The renewable energy royalty company does most of its business in the US. The share seems almost ridiculously cheap and pays a 10% dividend.

Commented by Matthias Schomber on May 27th, 2026 | 08:10 CEST

China's Antimony Embargo Strikes at the Heart of the US Defence Industry: Lockheed Martin, General Dynamics, and Others Must Rethink Their Strategies! Antimony Resources Corp. Could Be the Solution!

• Mining
• antimony
• Defense
• hightech
• Technology

It sounds like the plot of a movie: a little-known metal—or more precisely, a semimetal—that influences the effectiveness of entire armies and military conflicts. But antimony is very real, and supplies are becoming increasingly scarce. China, Russia, and Tajikistan control the majority of global production. In September 2024, Beijing effectively tightened the supply tap, followed in December by an explicit export ban targeting the US. For defence giants like Lockheed Martin and General Dynamics, this has major implications, as their procurement plans must be completely rethought and redesigned. Antimony is found in armour-piercing ammunition, heat-resistant cables for fighter jets, and the sensitive infrared sensors of the F-35. The vulnerability of supply chains is no longer a secret but has become a security risk. Against this backdrop, a small Canadian company is increasingly coming into focus: Antimony Resources. As the name suggests, it is all about antimony. What currently sounds like a speculative exploration story could ultimately become a strategic wildcard in the geopolitical landscape. The question for the future will therefore be: who will supply this critical metal to defence contractors?

Commented by Tarik Dede on May 27th, 2026 | 08:05 CEST

Diversify Across Commodity Stocks: Wheaton Precious Metals, Globex Mining, Rio Tinto

• Mining
• Gold
• Commodities
• Silver
• PreciousMetals
• Diversification

Not every investor wants to take on the risk associated with a single commodity stock. Nevertheless, there are effective ways to achieve broad diversification. The principle of royalties and streaming agreements has become firmly established in the commodities industry. Under these models, investors provide upfront financing and, in return, receive a defined share of the mined metals once production begins. In both cases, the operational and cost risks remain largely with the mine operator. With Wheaton Precious Metals, a multi-billion-dollar heavyweight has established itself as a leading player in the sector. Globex Mining is significantly smaller, but offers greater upside potential on the exploration side through its own project portfolio. Meanwhile, Rio Tinto represents an attractive alternative for investors seeking broad exposure to the metals sector.

Commented by Nico Popp on May 27th, 2026 | 08:00 CEST

Energy Security in Southeast Asia: Import Dependency Weighs on Toyota and Intel — dynaCERT Benefits

• Hydrogen
• greenhydrogen
• cleantech
• decarbonization

The countries of Southeast Asia are under pressure: geopolitical instability in the Middle East, soaring fuel costs, and regulatory requirements for decarbonization are forcing established industrial giants to reevaluate their production sites and supply chains. Vietnam's economy, which recorded robust growth of around 8% last year, is revealing significant vulnerability in the current crisis. Since processed crude oil must be imported almost entirely from Kuwait, transportation disruptions have led to shortages, driving diesel prices up by 70% or more since February. This price shock directly impacts the export-oriented manufacturing industry and also drives up logistics costs. For example, rail transport has become more expensive. Since the power grid also faces significant capacity constraints, agile solution providers offering immediate relief are coming into focus.