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Africa's hardest currency: New perspectives from Barrick Mining, Compass Gold, and Desert Gold
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Crash at Plug Power?! SFC Energy and AI profiteer American Atomics are looking strong!
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Drone boom, defense, and infrastructure – Volatus Aerospace poised for its next growth spurt
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Energy Shock? Linde, Veolia, and AHT Syngas Offer Strategic Solutions
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Iran war and skyrocketing oil prices! Are there any winners at all? Infineon, First Hydrogen, and Aixtron in focus
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Gold market heats up: Newmont, Lahontan Gold, and Agnico Eagle in the spotlight
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Insider buying! Positive outlook! RENK, Adidas, Silver North Resources
Commented by Nico Popp on March 9th, 2026 | 07:50 CET
Africa's hardest currency: New perspectives from Barrick Mining, Compass Gold, and Desert Gold
A noticeable shift is currently taking place in African mining, as mineral resources are increasingly being viewed as the continent's hardest currency. This trend was highlighted at the African Mining Indaba in Cape Town in February, where the concept of a "Bank of African Settlements" was discussed. The stated goal of this initiative is to establish mineral resources as bankable assets to reduce dependence on volatile fiat currencies such as the US dollar. For many African nations, this is a direct response to the harsh reality that some local currencies have depreciated by as much as 900% against the US dollar over the past two decades. At the same time, market data supports this trend, with foreign central banks' gold reserves exceeding their holdings of US government bonds for the first time since 1996. Combined with growing efforts toward political self-determination and the expansion of reliable infrastructure, this shift is opening up attractive opportunities for investors. In this environment, industry heavyweight Barrick Mining is consolidating its industrial base in Mali, while emerging explorers such as Compass Gold and Desert Gold are actively searching for new deposits.
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Commented by Fabian Lorenz on March 9th, 2026 | 07:40 CET
Crash at Plug Power?! SFC Energy and AI profiteer American Atomics are looking strong!
What is going on with Plug Power? A sell-off quickly followed the sharp recovery. The hydrogen specialist's figures were initially celebrated - but is there really a reason for this? Cash flow remains deep in the red. If the announced break-even point is actually to be reached, at least one major capital increase will be required before then. In contrast, there are solid reasons for rising prices at American Atomics. The AI boom is driving demand for uranium, the company is currently exploring an exciting area in the US state of Utah, the US government is strongly supporting the sector, and the stock does not appear expensive. The founder recently made a convincing impression at an investor conference. Meanwhile, SFC Energy's outlook has impressed analysts at First Berlin, with both the price target and the share price on the rise.
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Commented by Stefan Feulner on March 9th, 2026 | 07:35 CET
Drone boom, defense, and infrastructure – Volatus Aerospace poised for its next growth spurt
The market for drones and autonomous aviation systems is undergoing dynamic expansion worldwide. Applications have long since extended far beyond hobby drones: energy companies monitor pipelines from the air, authorities secure critical infrastructure, and armed forces rely on autonomous systems for reconnaissance or defense. At the same time, a new billion-dollar market is growing: counter-drone technology (C-UAS). Industry analysts expect that the global market for counter-drone technologies alone could reach a volume of over USD 20 billion by the end of the decade.
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Commented by Nico Popp on March 9th, 2026 | 07:30 CET
Energy Shock? Linde, Veolia, and AHT Syngas Offer Strategic Solutions
The stock market and economy are more volatile than ever. The reasons for this are the military escalation in the Middle East and the de facto closure of the Strait of Hormuz. With crude oil prices exceeding USD 90 per barrel and, according to analysts, potentially rising to over USD 150 in a prolonged crisis scenario, the industry is facing a serious challenge. In this environment, the dynamics of the energy transition are also changing: decarbonization is no longer just a regulatory goal for companies, but has become a survival strategy for their own competitiveness. While the industrial gases group Linde forms the technological backbone of decarbonization with its expertise in hydrogen logistics, Veolia Environnement secures resources and even generates crisis-proof cash flows through the management of global material cycles. A.H.T. Syngas is also a good fit with the companies mentioned above. Its gasification plants convert industrial waste streams directly at their source into cost-effective synthesis gas and green hydrogen – a decentralized technology that is more relevant today than ever before.
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Commented by André Will-Laudien on March 9th, 2026 | 07:25 CET
Iran war and skyrocketing oil prices! Are there any winners at all? Infineon, First Hydrogen, and Aixtron in focus
Tensions in Iran have escalated rapidly, with military actions unfolding over a seven-day period. For the international community and struggling economies, a sustained 20% increase in oil prices means a sharp decline in economic growth and a huge surge in inflation on store shelves due to downstream inflationary effects. Consumers will not fall into a new buying frenzy in times of war, but will keep their wallets closed. Stock market traders need to think beyond short-term reactions. The real opportunities may now lie in companies that have struggled in recent days or emerging stocks with strong long-term prospects. Which names are positioned to recover fastest once the crisis stabilizes?
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Commented by Armin Schulz on March 9th, 2026 | 07:20 CET
Gold market heats up: Newmont, Lahontan Gold, and Agnico Eagle in the spotlight
The gold market is experiencing a historic shift in 2026. While geopolitical crises and a weakening dollar are driving the price above USD 5,300, central banks are massively increasing their reserves. This combination of global uncertainty and strategic demand is giving the precious metal new momentum. At the same time, central banks are signaling further interest rate cuts, which is giving gold an additional boost as an asset class. In this environment, producers are coming into focus, led by industry leader Newmont, promising explorer Lahontan Gold, which is on its way to production, and stable producer Agnico Eagle.
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Commented by Fabian Lorenz on March 9th, 2026 | 07:15 CET
Insider buying! Positive outlook! RENK, Adidas, Silver North Resources
Are Adidas shares a buy now? The CEO has certainly taken advantage of the recent price decline, purchasing shares after the company extended his contract ahead of schedule. The company is noticeably cautious in its outlook for 2026, despite the upcoming Football World Cup. As a result, analysts are lowering their estimates and price targets. Meanwhile, an interesting buying opportunity currently appears to be emerging at Silver North Resources. The price of silver has stabilized in the range of USD 80 to USD 90 per ounce, more than 100% higher than a year ago, providing an excellent basis for silver producers and explorers. Following strong drilling results last year, the company has set ambitious targets for 2026. RENK also plans to continue growing in the current year. The stock reacted to the figures for 2025 and the outlook with a sharp jump in price. So far, however, the gain has only managed to offset the losses recorded earlier in the week.
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Commented by Stefan Feulner on March 9th, 2026 | 07:10 CET
Siemens Energy, Standard Uranium, Nordex – Geopolitical tensions create opportunities
The escalation in the Middle East is suddenly bringing energy security, a long-underestimated issue, into the spotlight of the markets. With the blockade of the Strait of Hormuz, one of the most important arteries of global oil trade is under pressure. For Europe and many industrialized nations, this once again highlights how vulnerable fossil fuel supply chains are. While oil and gas prices are reacting in the short term, the accelerated expansion of independent energy sources is once again coming to the fore strategically. Renewable energy and nuclear power in particular could be among the big winners in a new geopolitical energy order. Investors are already beginning to reevaluate the relevant sectors.
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Commented by Armin Schulz on March 9th, 2026 | 07:05 CET
Top Dividend Stocks: With Novo Nordisk, RE Royalties, and SAP, investors reap where others only see risk
Markets are currently oscillating between fears of war and hopes for interest rate cuts. While geopolitics and economic data continue to fuel uncertainty, many investors are turning back to a proven principle: reliable dividends. March 2026 highlights how fragile global growth can be when the Strait of Hormuz turns into a geopolitical powder keg and even the IMF warns of new economic shocks. In this tense environment between acute crisis and the search for stable returns, companies with dependable dividend policies are gaining importance. Against this backdrop, we take a closer look at Novo Nordisk, whose dividend stability must prove itself in an increasingly competitive pharmaceutical market, RE Royalties, which offers a remarkably high yield, and SAP, which recently surprised investors with a dividend increase.
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Commented by Mario Hose on March 9th, 2026 | 07:00 CET
Antimony Resources: The defense industry cannot do without antimony!
The situation in the Middle East continues to keep the world in suspense. The war in Iran has shaken global markets and once again shown how vulnerable our supply chains really are. Amid this turmoil, a raw material that has long been of little interest to anyone is increasingly coming into the spotlight: antimony. Without this metal, essential parts of the defense industry and modern energy supply would come to a standstill. This is exactly where Canadian company Antimony Resources Corp. comes in, with its Bald Hill project in New Brunswick. The stock has already doubled in 2026, but this could be just the beginning. Antimony Resources is a name every investor should keep on their radar.
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Commented by André Will-Laudien on March 6th, 2026 | 08:10 CET
Rockets are blasting into March! Investors are eyeing E.ON, Standard Uranium, and Plug Power
The current military actions in Iran did not come as a complete surprise. However, very few observers had anticipated an escalation across the entire Middle East. Oil and gas are therefore once again testing a breakout, even though global markets should theoretically face a surplus due to the weak economic environment. Regardless, speculators are simply trading fossil fuels higher; let's see if they stay up there. The global expansion of nuclear power programs is being reinforced by such periods of uncertainty. One example is India, which plans to expand its nuclear power capacity to around 100 GW by 2047, while currently less than 10 GW is installed. Such expansion plans reflect the growing demand for reliable base load energy in an increasingly digitalized economy and act as a hedge against commodity-induced crises. The long-term demand outlook for uranium is improving almost daily as a result of such trends, drawing investors' attention to companies with promising projects. Here are a few ideas.
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Commented by Armin Schulz on March 6th, 2026 | 07:50 CET
Iran war boosts cash flow! Ride the short-term boom with BP, and invest in the future with CHAR Technologies and First Solar
The shock of the Iran war is driving up oil prices and bringing BP huge profits in the short term. Nevertheless, the conflict ruthlessly exposes the Achilles heel of fossil fuel dependency. As geopolitical risks escalate, investors are desperately seeking crisis-proof alternatives. The future belongs to technologies that are unaffected by tensions in the Persian Gulf. Innovative processes have long been transforming wood waste into green energy sources, while solar giants are setting new efficiency records. Three companies show where the journey is headed: BP's short-term surge is only one side of the coin; CHAR Technologies and First Solar are now setting the course for sustainable returns.
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Commented by Fabian Lorenz on March 6th, 2026 | 07:35 CET
900% price increase and only a P/E ratio of 10! Rheinmetall, Hensoldt, and Almonty Industries in focus
Can a stock still be cheap after a 900% increase in 12 months? Looking at the current analyst estimates for Almonty Industries, the answer is "yes." Analysts are therefore raising their price target significantly and recommending the tungsten producer as a "Buy". They expect revenue and profits to explode starting this year. In contrast, investors in Rheinmetall and Hensoldt are slowly losing faith in the supercycle. Both stocks are languishing this year. Even the war in the Middle East is unable to give defense stocks a boost. Yet Rheinmetall has exactly the products in its portfolio that are so urgently needed: relatively inexpensive drone defense systems. The US is slowly running out of expensive interceptor missiles. Hensoldt recently reported a record order backlog, but investors are disappointed with revenue and profit growth. Could a takeover provide new momentum for the stock?
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Commented by Armin Schulz on March 6th, 2026 | 07:30 CET
Billion-Dollar Opportunity from the NDAA: NEO Battery Materials benefits from the US shift away from Chinese supply chains
In the world of battery startups, the path from promising laboratory formula to a delivered product is fraught with pitfalls. Technology promises fizzle out, production ramp-ups stall, and customers walk away. It is a business where confidence can quickly evaporate. This makes the development of a Canadian company based in Toronto over the past few months all the more remarkable. NEO Battery Materials appears to be systematically working through the usual list of pitfalls, gradually turning its research results into tangible substance. Anyone following the latest announcements can see that management is pursuing a clear strategy while steadily reducing the risk for shareholders.
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Commented by Nico Popp on March 6th, 2026 | 07:25 CET
"Security energies" – how to invest: RWE, Iberdrola, and RE Royalties as stable sources of returns
The energy debate has been conducted differently for some time now than it was in the 2010s. While decarbonization was long considered an ecological necessity, it has now become a question of national sovereignty under the banner of "security energies." This new perspective is being fueled by current geopolitical upheavals and the de facto blockade of the Strait of Hormuz, which once again reveals the fragility of our supply chains. With around 20% of global oil consumption passing through this bottleneck, prices for crude oil and liquefied gas have already risen significantly. In this context, German Federal Environment Minister Carsten Schneider coined the term "security energies" to emphasize the decentralized nature of renewable energy as a shield against exogenous shocks. Renewable energy projects are not subject to the logic of geopolitical conflicts and also generate added value in the region, as a wind farm, for example, can generate annual revenues of around EUR 200,000 for a municipality. Renewable energy can also become a safety anchor for investors thanks to stable cash flows.
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