Commented by Nico Popp on October 6th, 2026 | 07:45 CEST

Canada's Billion-Dollar Drone Race: How Volatus Aerospace and Draganfly Are Challenging US Giant AeroVironment

• Drones
• Defense
• hightech
• geopolitics

To reduce its dependence on defence imports, the Canadian government under Prime Minister Carney is pushing to build its own drone industry, prioritizing domestic suppliers over future US imports. This reorientation is forcing domestic manufacturers to take action: For both civilian and military contractors, the key question now is who can reliably scale up the planned mass production. We take a look at this development and its key players.

Commented by André Will-Laudien on October 6th, 2026 | 07:40 CEST

Commodities in Overdrive: BHP and Rio Tinto Cash In While Almonty Targets Critical Metals in Greenland

• Tungsten
• CriticalMetals
• Defense
• Commodities
• geopolitics

What investors are witnessing in the markets now amounts to an almost tectonic shift. Energy and commodity prices are surging, while interest rates have climbed to levels not seen in seven years. The East is embracing protectionism, while the US-led West is taking an increasingly assertive stance. In this capitalist imperialism of deep pockets, the US president's territorial claims over Greenland, administered by Denmark, have added another layer of geopolitical tension. These trends extend beyond the traditional mining business and are causing significant turmoil in futures markets. The geopolitical fault line runs right through the Arctic, where Greenland, thanks to gigantic deposits such as the Tanbreez project, is in the crosshairs of the Pentagon and Western security agencies. China continues to control large parts of the global supply chain, but the strategic agreement between Washington and Copenhagen is erecting a powerful barrier. At the same time, tungsten prices on the world market are soaring, outpacing almost all other critical minerals. This indispensable industrial metal, essential for the defense industry and the AI chip sector, is subject to drastic export restrictions. These supply bottlenecks are driving Western buyers to the brink of despair. A wild mix of megalomania, panic, and sabre-rattling. Where do the opportunities lie for investors with strong nerves?

Commented by Nico Popp on October 6th, 2026 | 07:35 CEST

Fighting Skin Cancer: How Vidac Pharma, Biofrontera and Regeneron Target Different Stages

• Pharma
• Biotech
• Biotechnology
• Cancer
• SkinCancer

At the recent annual meeting of the European Academy of Dermatology and Venereology in Vienna, the focus was on new approaches to treating extensive skin damage. The fight against skin cancer is shifting: It is no longer just about combating developed tumors, but about stopping the disease before it breaks out. Destroying diseased cells early on spares patients from major surgeries and eases the burden on the healthcare system. We present the latest developments and opportunities for investors.

Commented by Matthias Schomber on October 6th, 2026 | 07:30 CEST

From Legacy Issues to Growth Opportunities: Why BASF, Bayer and Zefiro Methane Are Worth Watching

• methane
• OrphanWells
• Pharma
• chemicals

Created and Published on Behalf of Zefiro Methane Corp.

BASF is working its way through a cost-cutting program and continues to attract investors with a strong dividend. In addition, the chemical giant plans to acquire its competitor Evonik. This strategic acquisition is intended to significantly expand its market power during challenging times. Whether it succeeds, however, remains to be seen. Bayer, too, is undergoing a painful restructuring to address its legacy issues and reduce debt, but offers bold investors attractive turnaround potential—provided much of this effort succeeds. The dynamics across the Atlantic are quite different. There, Zefiro Methane is turning the remediation of abandoned oil and gas wells in North America into a profitable growth business, with strong sales and a promising chart pattern.

Commented by Fabian Lorenz on October 6th, 2026 | 07:25 CEST

Gold Mining Stocks: Time to Buy? Barrick Mining, B2Gold and Desert Gold in Focus

• Mining
• Gold
• Africa
• Commodities
• Investments

Should you buy gold mining stocks now? Gold expert Markus Bußler sees the recent pullback as an attractive entry opportunity. After a rally of about 50%, the GDX mining ETF had fallen about 18% from its high. This has brought it back into the technical buy zone between approximately USD 84 and USD 88. At these levels, the expert believes the risk-reward ratio once again favours buying. A similar technical setup had already led him to a positive assessment in July. The market subsequently posted strong gains. The current negative sentiment therefore does not deter him. Stocks such as Barrick Mining, B2Gold and Desert Gold could benefit from this development.

Commented by Tarik Dede on October 6th, 2026 | 07:20 CEST

First Buying Opportunities in Gold Stocks? A Look at Agnico Eagle, Lahontan Gold and Lundin Gold

• Gold
• Silver
• Commodities
• Nevada
• Buy

Gold came under heavy selling pressure as bond yields rose and the US dollar strengthened again. After hitting an August high of more than USD 4,600 per ounce, the price fell to just below USD 4,200. Buying emerged again at those levels. For short-term technical analysts, the question now is whether the June and July lows will be tested once more. Those lows were about USD 100 below the current price. For longer-term investors in mining stocks, however, a different question arises: Is it time to start building initial positions in promising gold stocks again? After all, these stocks have also come under significant pressure. Today, we take a closer look at Agnico Eagle, Lahontan Gold and Lundin Gold.

Commented by Stefan Feulner on October 6th, 2026 | 07:15 CEST

NextEra Energy, NU E Power, Primoris – Electricity in the Supercycle

• Energy
• datacentres
• AI
• renewableenergy
• supercycle

Created and Published on Behalf of NU E Power Corp.

The AI boom is fundamentally reshaping the energy market. Data centres require enormous amounts of electricity around the clock, 24/7. Texas illustrates the scale of this transformation: A new energy campus is set to be built there at a cost of USD 22.3 billion to supply a neighbouring 5-GW data centre complex. Power generation, grid access, and available capacity are therefore becoming strategic resources. For energy companies, a race is emerging to develop new power plants, solar farms, storage facilities, and grid connections.

Commented by Tarik Dede on October 6th, 2026 | 07:10 CEST

Stocks vs Bonds: A Look at Franco-Nevada, RE Royalties and Brookfield Renewable Partners

• royalties
• renewableenergy
• dividends

Bonds are gradually becoming increasingly attractive again for professional investors. Retail investors, too, are likely to be taking a closer look at yields and prices. US bonds, for example, are currently yielding more than 5%. This is weighing on the stock market to some extent. However, these bonds also come with their own set of risks. If the US dollar weakens again, as it did last year, currency losses loom. Donald Trump has also at least suggested that the United States could effectively "inflate away" its now more than USD 40 trillion debt burden. Naturally, this puts downward pressure on bond yields and does little to strengthen confidence in the US as a debtor. From this perspective, high-yield dividend payers appear more attractive to investors. But the quality and financial strength of the companies matter, too. That is why we are taking a look today at the stocks of Franco-Nevada, RE Royalties, and Brookfield Renewable Partners.

Commented by Stefan Bode on October 6th, 2026 | 07:05 CEST

When Numbers Move Stocks – Accenture, Power Metallic and Viromed Medical

• PGMs
• Copper
• Medical
• Technology
• consulting

Rarely does a single piece of news move the markets as quickly as quarterly earnings that exceed all expectations, a research breakthrough that fuels hope, or a concrete step that turns a promise into a tangible plan. It is precisely these three dynamics that are currently converging on the stock market: on one side, a consulting giant whose outlook is sweeping away doubts from recent months; on another, a medical technology company whose laboratory success is fueling investor excitement; and in between, a resource explorer advancing its project to the next stage of maturity. Three companies, three industries, one common pattern: Those who understand why stock prices react see more than just a single corporate announcement.

Commented by André Will-Laudien on October 6th, 2026 | 07:00 CEST

Defence Boom Meets Critical Metals: Rheinmetall, Renk, Globex Mining and Hensoldt in Focus

• Commodities
• CriticalMetals
• ProjectIncubator
• Defense
• geopolitics

The geopolitical turning point is bringing two sectors to the forefront: defence and critical metals. One cannot exist without the other! Consequently, this fateful alliance has triggered an unprecedented supercycle in the financial markets that extends far beyond the traditional high-tech and defence conglomerates. European defence heavyweights such as Rheinmetall, Renk, and sensor specialist Hensoldt are enjoying historic order backlogs and benefiting from government rearmament programs worth billions. This is now bringing the fundamental basis of this boom sharply into focus for investors. After all, producing defence systems of all kinds depends entirely on a secure supply of strategic and critical metals. However, massive demand for military hardware is clashing with global supply chains under extreme strain from raw material shortages and the accelerating subsidy race in the West. This is where exploration and licensing companies like Globex Mining come into their own—they possess a diversified portfolio of strategic properties in politically stable regions and secure the foundations of industrial independence. Since no modern air defence system or military microchip network can exist without copper, silver, nickel, or rare earth elements, the mining and defence technology sectors are inextricably linked on the stock market. For forward-thinking investors, this symbiosis offers rare leverage.

Commented by Stefan Bode on October 5th, 2026 | 07:40 CEST

Between a Breach of Trust, a Defence Boom and a Recovery – innoscripta, Suedzucker and Volatus Aerospace

• Drones
• Defense
• hightech
• aerospace
• geopolitics

Three completely different trends are currently converging in the markets. Government bond yields have risen sharply, inflation continues to climb, and the major stock indices have been consolidating in recent weeks. Meanwhile, one company is struggling to regain trust following regulatory searches, another group is benefiting from growing demand for drone technology within the NATO sphere, while an established industrial stock is coming under selling pressure despite an improved outlook. These cases illustrate just how strongly share prices can react to legal uncertainty, geopolitical trends, operational progress and inflated expectations.

Commented by Stefan Feulner on October 5th, 2026 | 07:30 CEST

ArcelorMittal, Strategic Resources, Cleveland-Cliffs – Billions for the Steel of the Future

• VTM
• ironore
• Steel
• GreenSteel
• Energy

A new steel industry is emerging in North America. Mesabi Metallics, backed by the Essar Group, plans to invest USD 18 billion in total. Approximately USD 3 billion will go toward an iron ore mine and pellet plant in Minnesota, with another USD 15 billion earmarked for a new steel complex in Iowa. The goal is a fully American supply chain, from ore to finished steel. At the heart of this are high-quality DR pellets, which will be used to produce steel via direct reduction and electric arc furnaces. For developers of such projects, this sends a strong signal, as the transformation of the steel industry begins right at the raw material stage.

Commented by Tarik Dede on October 5th, 2026 | 07:25 CEST

Bucking the Market Trend: Opportunities at Mercedes, First Hydrogen and Barrick Mining

• Hydrogen
• cleantech
• Automotive
• decarbonization
• Gold
• Commodities
• Robotics
• AI

The Nasdaq 100 hit a new all-time high last week. The tech index is driven primarily by AI stocks, leading to astonishing valuations. For example, the combined value of all publicly traded German stocks currently amounts to about 52% of the market capitalization of AI champion Nvidia, as one analyst calculated. However, some sectors are currently underperforming. For investors who like to take a contrarian approach, this presents opportunities—for example, in the automotive and gold sectors or in hydrogen stocks. That is why today we are taking a look at the stocks of Mercedes, First Hydrogen and Barrick Mining.

Commented by Fabian Lorenz on October 5th, 2026 | 07:20 CEST

Nordex Facing Challenges? Power Metallic Mines and a Potential 50% Copper Rally! Verbio's Turnaround!

• PGMs
• Copper
• rally
• renewableenergy
• Energy

Could copper be heading for a 50% rally? Experts believe the metal could reach USD 22,000 per tonne as early as 2027, up from less than USD 15,000 today. Developments in China could help drive this move. A new copper rally could provide exactly the catalyst needed to break Power Metallic Mines out of its sideways trading range. The company's world-class project is taking shape, and analysts see significant upside potential. Verbio is also receiving "Buy" recommendations as the company prepares for a new phase of growth. Despite its growth prospects, however, the stock continues to struggle. And what about Nordex? The company has recently delivered its usual stream of positive news, most recently announcing new orders in Austria and Southern Europe. However, according to Deutsche Bank, investors speculating on an upward revision to the annual forecast could be disappointed.

Commented by Matthias Schomber on October 5th, 2026 | 07:15 CEST

Portfolio Booster Wanted? Deutz, TKMS and DRC Gold – Three Stocks With Potential

• Mining
• Gold
• Africa
• Commodities
• Defense
• geopolitics

The stock markets are buzzing, and many investors are already fearing early signs of a crash—but we are not there yet, because investors are always looking for new opportunities. Sometimes the best opportunities are hiding in plain sight; sometimes, you have to dig deeper. Today, we have done exactly that and identified three stocks worth a closer look. First up is Deutz, which is reinventing itself and pushing into alternative drive technologies. Next, we dive into TKMS, where defence-sector spending is fueling fresh market interest and driving sharp share price moves. Finally, DRC Gold offers exposure to a gold exploration story that could be developing into something much bigger beneath the radar of the major mining companies. Three very different companies, three distinct market stories — and potentially three ways to give a portfolio fresh momentum. The key, as always, is timing.