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Commented by Armin Schulz on March 13th, 2026 | 08:40 CET

Almonty Industries: Analyst price targets continue to rise - Now as high as USD 25.80. What is behind the new targets

  • Mining
  • Tungsten
  • Defense
  • armaments
  • hightech
  • geopolitics

It does not happen often that a commodity market that has remained stable for decades suddenly becomes fundamentally disrupted. Yet that is exactly what we are currently witnessing in the tungsten right now. China is curbing exports, the US Department of Defense is banning Chinese tungsten starting in 2027, and prices are surging to historic highs. Amid this perfect storm stands a company that has quietly and persistently been building a Western alternative for years: Almonty Industries. While the world searches for solutions, the Canadian producer has just started operations at its Sangdong mine in South Korea - at precisely the right time and in exactly the right place.

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Commented by André Will-Laudien on March 13th, 2026 | 08:35 CET

Bull market or bear market? Not all that glitters is gold! Evotec, TeamViewer, and Lahontan Gold under review

  • Mining
  • Gold
  • Commodities
  • Biotech
  • Software

With volatility at current levels, investors are looking for stable stocks. That is not easy, because on days when oil prices start the morning with a USD 35 premium, stocks are sometimes sold off in a panic. This is a paradise for traders, an opportunity for long-term investors, and a costly mistake for the nervous. This is how modern stock markets operate: AI-driven trading algorithms anticipate possible scenarios based on volatility patterns and reshape order books within milliseconds. For private investors, the key is to keep their nerve and separate the wheat from the chaff. We take a closer look at Evotec, TeamViewer, and Lahontan Gold. Because where there is light, there is also shadow.

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Commented by Carsten Mainitz on March 13th, 2026 | 08:30 CET

Dividend hunters take note! 10% with RE Royalties, dividend surprise at BMW, will Mutares now follow suit?

  • royalties
  • dividends
  • Growth
  • renewableenergy
  • Automotive

Dividends or growth? But why choose when you can have both? There are actually companies that deliver both. One example is RE Royalties, a Canadian specialist financier for renewable energy projects. Investors can expect a dividend yield of around 10%, combined with additional price potential for the moderately valued stock. Mutares could soon deliver a dividend surprise, which would also give the shares a new boost. Despite the challenging industry situation, auto manufacturer BMW is shining with a yield of over 5%.

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Commented by André Will-Laudien on March 13th, 2026 | 08:25 CET

Gas shortages and the USD 150 bet on oil! Caution advised for Shell, BP, A.H.T. Syngas, and Plug Power

  • cleantech
  • Sustainability
  • nuclear
  • Oil
  • Hydrogen

The daily news offers little reassurance for investors. Burning refineries, damaged oil tankers, and air battles over the planet's most oil-rich region mean extreme tension and volatility for the international capital markets. Despite all the horror, the financial carousel continues to turn. Institutional and private investors worldwide are sitting on USD 250 trillion in assets seeking investment opportunities. This keeps capital flows alive and encourages millions of people to keep an eye on the flashing prices. Energy companies are currently moving to the top of the list of interests, while some previously favored high-tech and AI stocks are currently consolidating. In this environment, it is worth looking not only at multinationals such as Shell or BP, but also at specialty stocks such as A.H.T. Syngas or Plug Power. They address the challenges of the times and must demonstrate how they can deliver operational performance in this environment. We take a closer look at the numbers.

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Commented by Stefan Feulner on March 13th, 2026 | 07:25 CET

DroneShield, NEO Battery, and BYD: Innovations in a billion-dollar market

  • Batteries
  • BatteryMetals
  • hightech
  • Defense
  • Electromobility
  • Drones

Drones are rapidly changing modern warfare. Today, inexpensive aircraft can threaten even expensive military technology, pushing traditional defense systems to their limits. At the same time, the demand for powerful batteries is increasing, as range and operating time could become decisive factors. AI-supported drone defense, high-performance batteries, and new battery technologies are thus at the center of a billion-dollar innovation race.

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Commented by Tarik Dede on March 13th, 2026 | 07:20 CET

Gold & silver poised to rise: How investors can profit now with Agnico Eagle Mines, Silver Viper Minerals, and Harmony Gold!

  • Mining
  • Silver
  • Gold
  • Commodities
  • Investments

Stock markets have been extremely volatile since the start of the war. They are going up or down on a daily basis. At gas stations, but also in the chemical industry, the consequences are already being felt in the form of higher costs for consumers and industry. But one thing is also clear: in times like these, investors seek safe havens. One beneficiary is the dollar. The greenback has gained ground after a long period of weakness. This appears to be more of a traditional reflex on the part of the markets. Given the high level of US debt, investors have tended to seek refuge in recent years and shift their investments to hard assets such as gold or cash flow-strong stocks. The war appears to have interrupted this debasement trend.

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Commented by Nico Popp on March 13th, 2026 | 07:15 CET

Investing in the hydrogen revolution: Solid returns with Pure One, Nel, and Ballard Power

  • Hydrogen
  • greenhydrogen
  • Fuelcells
  • decarbonization

The hydrogen economy is coming of age. After years of political debate and countless industry prototypes and visions, the sector is now entering a phase of industrial maturity. Industry experts describe the current year as decisive, as projects with solid economics are now separating themselves from purely politically driven initiatives. While Norwegian pioneer Nel is building the infrastructure for green hydrogen at gigawatt scale through mass production of highly efficient electrolysers, Ballard Power Systems is delivering solutions for emission-free heavy-duty and passenger transport with proven fuel cell modules. The Australian company Pure One Corporation covers the entire value chain. With its "end-to-end ecosystem," the company bridges the gap between production and application, enabling seamless adoption of CO2-free logistics solutions. Investors are in an exciting phase in which hydrogen is being reevaluated as an energy source for industry.

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Commented by Fabian Lorenz on March 13th, 2026 | 07:10 CET

Nearly 50% upside potential: Rheinmetall, RENK, and Standard Uranium

  • Mining
  • Uranium
  • Defense
  • armaments

Buying opportunities are emerging here. After the muted market reaction to the annual results, analysts see a buying opportunity in RENK. According to their estimates, the stock could offer almost 50% upside potential, although there are also more cautious voices. Rheinmetall, too, failed to fully convince the market with its 2025 results and outlook. Given the current valuations, investors appear to be expecting more. In contrast, uranium stocks may be presenting fresh entry opportunities. Driven by the AI boom, industry leaders such as Cameco have already performed strongly. Exploration companies, however, could still have significant catch-up potential. Standard Uranium is pursuing a risk-diversified strategy. The company is exploring a broad portfolio of projects near major players such as Fission Uranium, NexGen Energy, and F3 Uranium. A new drilling program scheduled to begin this month could trigger a revaluation of the stock.

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Commented by André Will-Laudien on March 13th, 2026 | 07:05 CET

The focus is now on critical infrastructure – Power Metallic Mines delivers dream results, SAP and Oracle test the rebound

  • Mining
  • PGEs
  • cloud
  • computing
  • AI
  • CriticalMetals

Every day, a flood of news hits the capital markets. The focus is on international crises, which in turn have major implications for national economies. Areas with large fossil fuel reserves are coming to the fore, and for months now, scenarios of critical metal shortages have been discussed and reassessed accordingly. High-tech and AI stocks thrive on a steady influx of computing power and are dependent on the promised expansion of the electrical infrastructure. This requires a variety of raw materials from the metal sector. Power Metallic Mines has positioned itself perfectly in the current situation with its NISK project, while Oracle and SAP are driven by their cloud and data models, which are falling out of favor due to AI. It remains to be seen whether a revival in earnings can take place in line with analysts' estimates. It is not easy to convince people, so we are analyzing the accompanying circumstances.

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Commented by Fabian Lorenz on March 13th, 2026 | 07:00 CET

USD 5.6 billion in just a few days! Antimony, a key ammunition raw material, surges! Antimony Resources stock takes off!

  • Mining
  • antimony
  • CriticalMetals
  • Defense
  • hightech

The war against Iran is increasingly turning into a costly war of attrition for the US. The Trump administration was apparently convinced that massive military pressure would quickly cause the regime in Tehran to collapse. Instead, the conflict is dragging on, the enemy is proving more resilient than expected, and the US war objectives remain unclear. The bill is rising day by day. According to Reuters, expenditures for deployed ammunition alone in the first two days of the war totaled USD 5.6 billion. Against this backdrop, a scale of around USD 1 billion per day now almost seems reasonable. One thing is clear: ammunition is urgently needed. This makes critical raw materials even more critical. For investors, this presents opportunities.

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Commented by Mario Hose on March 13th, 2026 | 06:55 CET

Hotter than hydrogen stocks Nel ASA and Plug Power: the discreet crisis winners CHAR Technologies, 2G Energy, and Verbio!

  • chartechnologies
  • plug power
  • nel asa
  • cleantech
  • GreenTech
  • greenhydrogen

The politically driven energy transition was meant to change a lot, but while many are still discussing distant dreams, three companies are already creating tangible results today. This goes beyond environmental protection; it is about the radical conversion of waste into valuable energy and helping heavy industry avoid CO2 collapse. Among them, Canada's CHAR Technologies stands out, making the virtually impossible possible with a unique high-temperature technology and recently raising fresh capital for its next big leap. CHAR is not alone. In Germany, heavyweights such as 2G Energy and Verbio are proving that biogas and highly efficient combined heat and power are no longer niche topics, but can make stock market prices soar. These three stocks could form the backbone of a green portfolio in 2026, provided the overall market and political conditions are favorable. Here is why these three stocks, in particular, could boost your portfolio.

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Commented by André Will-Laudien on March 12th, 2026 | 08:20 CET

Drone revolution and defense boom: Why Volatus Aerospace is emerging as a new aerospace player

  • Defense
  • Drones
  • aerospace

The daily news reports currently begin with war coverage. This is not a desirable situation, but it is a bitter reality. Nowadays, much reconnaissance and destructive power is achieved "unmanned." This is demonstrated by the dramatic increase in autonomous air operations in conflict regions and illustrates the strategic relevance of modern drone technologies. Volatus Aerospace is positioning itself in this environment as an integrated platform provider: from manned flight and unmanned drone systems to AI-supported analysis and security services. The growing demand for highly scalable solutions in Europe, North America, and NATO partner countries is driving structural, double-digit growth in the defense and security market. Analysts see enormous potential for companies with platform expertise such as Volatus. Investors are taking notice, as the valuation remains reasonable and major developments are in the pipeline!

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Commented by Mario Hose on March 12th, 2026 | 08:00 CET

Mining without excavators: Franco-Nevada, Triple Flag, and Globex Mining compared

  • Mining
  • royalties
  • PreciousMetals

After a long dry spell, mining stocks are back in vogue. However, operating mines comes with its own risks. Geological challenges, technical failures, rising energy costs, or labor strikes can quickly disrupt operations. There is, however, a clever alternative: so-called royalty and streaming companies. These firms benefit from mining activity without having to drill holes in the ground themselves. In this article, we compare three representatives of this business model across different size classes: Franco-Nevada, an established industry giant; Triple Flag Precious Metals, a mid-tier player; and Globex Mining Enterprises, a (still) small but particularly diversified challenger.

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Commented by Carsten Mainitz on March 12th, 2026 | 07:45 CET

Underestimated prospects in the precious metals sector: Lahontan Gold, Barrick Mining, and First Majestic Silver are the favorites

  • Mining
  • Gold
  • Silver
  • Commodities
  • Investments
  • PreciousMetals

Market volatility has skyrocketed in the wake of new global armed conflicts. This trend is evident across all asset classes. Investors are currently focusing on the price of oil and the question of what impact high prices will have on the real economy. In contrast, precious metal prices are proving to be very robust. With gold trading above USD 5,000 and silver above USD 80, record margins are on the cards for producers such as Barrick and First Majestic, despite rising costs. An investment in exploration company Lahontan Gold, which plans to start production in 2027, appears even more lucrative.

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Commented by Armin Schulz on March 12th, 2026 | 07:40 CET

AI fuels demand, investors reap rewards: ExxonMobil, Standard Uranium, and Nordex in focus

  • Mining
  • Uranium
  • nuclear
  • Energy
  • Oil
  • geopolitics
  • CriticalMetals
  • renewableenergy

Electricity demand is exploding, driven by electrification and the race for supremacy in artificial intelligence. Governments and corporations are desperately searching for solutions to power data centers around the clock. The old dogma of climate neutrality is giving way to a pragmatic realignment. Every available kilowatt-hour counts, whether fossil, nuclear, or renewable. This tension between security of supply and technological competition is currently giving rise to three promising investment opportunities that could not be more different. While US oil giant ExxonMobil is benefiting from the return to fossil fuels, Standard Uranium is betting on the nuclear renaissance, and Nordex relies on wind power as an indispensable pillar of the future energy mix.

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