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Megatrend decarbonization: CHAR Technologies in the lead, BASF and Evonik stumbling?
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"Unprecedented surge in electricity demand": Siemens Energy, Nordex, and hidden gem Stallion Uranium stand to benefit!
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Antimony Resources: This stock is impossible to ignore!
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Will these stocks now trigger a price surge? BYD, Hensoldt, NEO Battery Materials!
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SHARE PRICE FIREWORKS! RENK and Novo Nordisk shares take off! Vidac Pharma next?
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Glencore, Aspermont, and Barrick Mining – Golden prospects
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Rheinmetall, Bayer, Avrupa Minerals: Stocks for Europe's independence in defense, pharmaceuticals, and raw materials!
Commented by Carsten Mainitz on February 11th, 2026 | 07:15 CET
Megatrend decarbonization: CHAR Technologies in the lead, BASF and Evonik stumbling?
Rising prices, security of supply, and ambitious climate targets are shaping the energy transition. Energy has become a strategic resource. CHAR Technologies converts biological waste into long-lasting carbon products such as biocarbon or biochar, which permanently bind carbon and remove it from the natural carbon cycle. The Canadian company is thus addressing several megatrends at once. Energy-intensive industries such as chemicals have recently been able to breathe a sigh of relief, as the EU appears to be planning to issue free emission allowances for longer than predicted. Nevertheless, the challenges remain considerable. Which companies will ultimately convince investors?
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Commented by Fabian Lorenz on February 11th, 2026 | 07:10 CET
"Unprecedented surge in electricity demand": Siemens Energy, Nordex, and hidden gem Stallion Uranium stand to benefit!
Uranium demand is expected to skyrocket in the coming years. A doubling would come as no surprise. At the same time, uranium is expected to come from Western regions, presenting both a challenge and an opportunity for the industry. Stallion Uranium is still a hidden gem, but this is likely to change soon. While new nuclear power plants are being planned and old ones restarted in the US, AI data centers are relying on gas-fired power plants. Siemens Energy is currently profiting handsomely from this trend. The company is set to release its quarterly figures today. It is already known that Siemens Energy plans to invest USD 1 billion in the US. Is there a threat of overcapacity? The Nordex share is losing some steam, partly due to cautious analyst commentary. At the same time, the company is starting the new year with a whole series of orders.
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Commented by Carsten Mainitz on February 11th, 2026 | 07:05 CET
Antimony Resources: This stock is impossible to ignore!
The strategic reserve of critical raw materials and rare earths announced by the United States underscores the profound transformation underway in the commodities sector. Geopolitics is becoming a decisive factor in the valuation of raw material assets. States and governments, as a new and, in the future, the most important investor group, are prepared to pay high and strategically motivated prices to secure supply. Antimony Resources is set to benefit massively from this development. The Canadian company owns the largest antimony deposit in North America. Antimony is indispensable, particularly in military and security-critical applications.
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Commented by Fabian Lorenz on February 11th, 2026 | 07:00 CET
Will these stocks now trigger a price surge? BYD, Hensoldt, NEO Battery Materials!
While RENK shares have gained more than 10% in recent days, Hensoldt is treading water. Yet the sensor specialist is shining with major orders. Most recently, partner KNDS ordered systems for the Boxer and Leopard 2 tanks worth hundreds of millions. NEO Battery Materials also appears ripe for a price rally. The technology company offers manufacturers of drones, robots, and electric vehicles exactly what they need: customizable high-performance batteries produced in the West. Production is underway, orders are in place, and the company is already working on the next generation of batteries with strong partners. And what about BYD? The stock is clearly in a downward trend. Yet the company wants to double its sales in Germany and is taking Donald Trump to court in the US.
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Commented by Fabian Lorenz on February 10th, 2026 | 11:20 CET
SHARE PRICE FIREWORKS! RENK and Novo Nordisk shares take off! Vidac Pharma next?
Share price fireworks at Novo Nordisk yesterday. The battered pharmaceutical stock rose by around 6%. After a weak outlook and the prospect of increasing competition for its blockbuster product, there was some positive news for a change: a competing product is not permitted to be sold in the key US market. RENK shares also rose significantly yesterday. Since last Thursday, the share price has risen by over 10%. Positive analyst commentary is increasing. Vidac Pharma is poised for a rally. The biotech company is working on an attractive oncology pipeline, has once again secured an important patent, and the stock is receiving tailwinds from its Xetra listing. Analysts see the potential for a multiplication.
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Commented by Stefan Feulner on February 10th, 2026 | 07:05 CET
Glencore, Aspermont, and Barrick Mining – Golden prospects
Failed mega-deals, strategic divestments, and quiet transformations away from the spotlight: the balance of power is currently shifting in the commodities sector. While one global industry heavyweight has abandoned its consolidation plans and is instead responding to geopolitical realities through targeted portfolio management, another player is working behind the scenes on an entirely new business model. At the same time, after several turbulent weeks, the gold market is once again sending clear signals, supported by surprisingly strong quarterly figures and high cash flow. For investors, this combination creates compelling opportunities spanning revaluation potential, defensive stability, and long-term structural tailwinds.
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Commented by Fabian Lorenz on February 10th, 2026 | 07:00 CET
Rheinmetall, Bayer, Avrupa Minerals: Stocks for Europe's independence in defense, pharmaceuticals, and raw materials!
Europe is working feverishly to achieve independence. This applies, among other things, to defense, raw materials, and medicines. Investors can profit from these three stocks. Avrupa Minerals is developing raw material projects in Finland, Portugal, and other countries, skillfully diversifying to reduce risks. The stock is still largely unknown, but this is likely to change soon. Rheinmetall is a basic investment, although there was a noticeable drop in its share price last week. Are expectations too high? At the beginning of 2025, there were hardly any expectations for Bayer. This made the comeback of the company and its stock all the more spectacular. Recently, positive study results have once again caused excitement. The next blockbuster is in the pipeline.
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Commented by Fabian Lorenz on February 9th, 2026 | 07:30 CET
Bayer shares in the fast lane! Partner MustGrow Biologics facing revaluation!
For Bayer, things are currently going extremely well. The group is bringing its problem areas under control while reporting tangible progress in its pharmaceutical business. In the shadow of this, the company has secured the license for a new biologically safe product platform for fertilizers. Its partner in this venture is MustGrow Biologics. The company is on the verge of transitioning from research to commercialization, with management planning a market launch later this year. Production capacities are already being expanded in Asia. Against this backdrop, MustGrow shares appear poised for a revaluation - and the company is increasingly emerging as a potential takeover candidate.
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Commented by Carsten Mainitz on February 9th, 2026 | 07:20 CET
New analyst comments: Almonty Industries at all-time high, volatility at Rheinmetall and RENK – What is next?
The latest analyst ratings assess the growth prospects of Almonty Industries and several defense companies. The tungsten producer's stock stands out as particularly positive. The high price level of this critical raw material, combined with rising production volumes, is acting as an enormous profit lever with net margins of around 60% from 2028 onwards. The bottom line is that the experts' verdict on defense stocks is positive. The big picture underpinning this outlook is the tense geopolitical situation and massive increases in defense budgets.
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Commented by Fabian Lorenz on February 9th, 2026 | 07:15 CET
Missed out on a 1,000% rally? Antimony Resources with significant upside potential! Following in the footsteps of MP Materials and Almonty!
Almonty Industries has gained over 1,000% in recent months. MP Materials has gained over 500%. Both companies produce critical metals such as tungsten and rare earths. Both have further price potential, but are also valued in the billions. Antimony Resources is currently worth around just EUR 50 million. While Antimony Resources is still at an earlier development stage, accelerating government support in the US and Canada could significantly shorten the path to production. If this succeeds, Antimony Resources should also be able to multiply its value.
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Commented by Carsten Mainitz on February 9th, 2026 | 07:10 CET
Stellantis Slumps, BYD Holds Steady, Power Metallic Mines Poised to Soar!
The stock market is not a one-way street. While BYD has established itself as one of the world's largest manufacturers of electric vehicles, Stellantis has had to admit to misjudgments that will lead to write-downs exceeding its current market value. This recently shocked the stock market. By contrast, the outlook for Power Metallic Mines is bright. The Canadians have one of the largest polymetallic deposits in North America. This asset is valuable to many industrial groups. In times of building strategic reserves of critical raw materials, the company should attract more attention. Well-known investors have already jumped on board, and analysts attest to the stock's potential to double in value.
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Commented by Stefan Feulner on February 9th, 2026 | 07:05 CET
Barrick Mining, RZOLV Technologies, ExxonMobil – Great opportunities after the price massacre
Following the abrupt end of the precious metals rally, opposing forces are colliding on the commodity markets. While gold and silver experienced a historic sell-off and even large producers came under massive pressure, the energy sector is proving to be surprisingly robust. Geopolitical tensions in the Middle East are fueling new concerns about global oil supplies and driving up risk premiums. At the same time, the continued high price of gold, despite the recent correction, is causing structural changes on the supply side. Producers are increasing their output, while environmental regulations and alternative processes are coming into sharper focus.
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Commented by André Will-Laudien on February 9th, 2026 | 07:00 CET
Turnaround after the sharp correction? Silver price target USD 100 with Silver Viper, SAP, and Deutsche Telekom
Fallen hard and then left on the ground for a while - that describes the silver price, which surged like a rocket from USD 50 to USD 122 over the past three months, only to collapse to USD 72 in a single day. That represents a 40% drop, with more than 500 million ounces in derivative-equivalent volume traded. For context: annual global silver production has been around 800 million ounces for several years, and no meaningful short-term increases are expected. Now, however, the March delivery period is drawing closer, when approximately 1.5 billion ounces of physical silver will have to be delivered. The key question is: who actually has these quantities? The warehouses of the futures exchanges have been severely depleted in recent months by the exercises of ETFs, processors, and investors, and new goods on the world markets are being meticulously absorbed by high-tech producers. It will be fascinating to see how, and with which measures, exchanges attempt to navigate their delivery obligations. Against this backdrop, we take a look at the up-and-coming silver company Silver Viper and two representatives of the German DAX high-tech group, SAP and Deutsche Telekom. In a highly volatile market environment, they offer a welcome opportunity for portfolio diversification.
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Commented by Stefan Feulner on February 8th, 2026 | 07:25 CET
Energy Fuels, American Atomics, Occidental Petroleum – Beneficiaries of the US energy transition
Global energy demand is heading toward a new dimension. Artificial intelligence, data centers, cloud infrastructure, and electromobility are causing electricity consumption to skyrocket, and at a rate that exceeds the growth of grids and generation capacities. Without reliable, base-load capable power sources, technological progress threatens to reach its physical limits. This is precisely why nuclear energy and fossil fuels are back in focus. They provide predictable power on a large scale, regardless of weather and time of day. Anyone who ignores this bottleneck is misjudging one of the key drivers of the next investment cycle.
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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.
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