Commented by Carsten Mainitz on October 1st, 2026 | 08:35 CEST

Drones on the Horizon: Volatus Aerospace, Deutz, and Deutsche Telekom in the Crosshairs

• Drones
• Defense
• hightech
• geopolitics

Drones have long been more than just flying cameras. They have become a multi-billion-dollar market for industry, infrastructure, security, and, in particular, the military. Recent history shows that drones and other unmanned systems have irreversibly changed the battlefield. However, opportunity and risk remain two sides of the same coin. The same technology used to inspect a power line can paralyze an airport or carry out a military strike. Drone "incidents" are on the rise in European airspace and are believed to be manifestations of Russia's spreading hybrid warfare. More and more companies are tackling these challenges from various angles. As an integrated defence-tech specialist, Volatus Aerospace covers nearly the entire value chain. The increasing number of defence contracts is anchoring the Canadian company even more firmly within NATO. The long-established engine manufacturer Deutz supplies electric propulsion technology, thereby expanding its business with unmanned systems. With a major acquisition, the company is growing into new dimensions. The telecommunications giant combines sensor technology, secure data transmission, and partner solutions for drone detection and defence. Exciting developments—but what does this mean specifically for the three key players?

Commented by André Will-Laudien on October 1st, 2026 | 08:30 CEST

No Chips, No AI – But Without Power, Nothing Runs! Big Opportunities Await in AMD, Nvidia, HPQ Silicon and Infineon

• Silicon
• FumedSilica
• Batteries
• AI
• chips
• Software

Is the AI boom starting to overheat? The fact is, the entire tech sector is heading straight for a critical bottleneck. While the developers of the world's fastest graphics processors and accelerator hardware are driving computing power to astronomical heights, the industry's foundation is beginning to falter. At the end of the day, every neural network and every sophisticated language model is only as good as the infrastructure that keeps it alive. The next phase of technological evolution will therefore no longer be decided solely in the design studios of Silicon Valley, but at the level of efficient power supply and revolutionary materials. This is where specialized semiconductor giants and innovative pioneers in cutting-edge anode materials come into play. They provide the key technologies needed to manage the exploding energy demands of modern data centres and mobile systems. The market winner will be determined by who produces the most efficient power semiconductors and next-generation battery cells. For investors, this means betting on the right suppliers for the energy transition now will secure the most profitable positions for the tech future. We do the math!

Commented by Jens Castner on October 1st, 2026 | 08:00 CEST

Beneath the Surface: Why the Market Is Overlooking the True Value of Nike, Desert Gold and Vonovia

• Mining
• Gold
• Africa
• Commodities
• Sportswear
• RealEstate

With an iceberg, only the tip protrudes from the water; the vast majority remains hidden. The situation is similar right now with Nike, Desert Gold Ventures and Vonovia - their true value lies beneath the surface. Analysts estimate their fair value to be two to seven times their current stock prices. But how long will it take for the stock market to discover these hidden values? For Nike, the future outfitter of the German national soccer team, the moment of truth arrives today—even as the Nations League match between Germany and Serbia is underway in Munich. For Desert Gold, the upcoming start of production is likely to provide the impetus, while Vonovia must brace itself for a waiting game following the election results in Berlin.

Commented by Matthias Schomber on October 1st, 2026 | 07:55 CEST

Evotec, DroneShield and Power Metallic Mines: Turnaround Opportunities, Defence Boom and Commodities Hidden Gem

• PGMs
• Copper
• Drones
• Defense
• Biotechnology

The stock market can be a madhouse at the best of times—and right now, some developments seem to defy all logic. Yet markets are rarely driven by fundamentals alone. Greed, fear and shifting investor sentiment can send stocks in directions that appear difficult to explain from a purely rational perspective. While the cards are being reshuffled at Evotec's modern laboratories following a management shakeup, DroneShield is looking to benefit from the new defence boom in the skies. In Canada, Power Metallic Mines sits on a vast polymetallic deposit. Each of the three stocks has its own technical chart setup. We examine the hard facts, look at margins and balance sheets, and assess the real opportunities. Which of these three stocks offers significant turnaround potential, and where do risks still loom? Read on to find out.

Commented by Fabian Lorenz on October 1st, 2026 | 07:50 CEST

Fossil Energy Is Booming! Hot Stock Zefiro Methane Cleans Up After Shell, Exxon & Co. – Analysts See 100%+ Upside!

• methane
• OrphanWells
• Oil

Created and Published on Behalf of Zefiro Methane Corp.

We feel it at the gas station and in our heating bills. Fossil fuels are booming. Exxon, Shell, and others are raking in huge profits. But who cleans up after oil and gas wells are depleted? For decades, the answer was "no one". The result is millions of abandoned and inadequately plugged wells in North America alone, posing significant risks to the environment, health and safety. It is precisely from this situation that Zefiro Methane has developed a business model that is likely unique on the stock market. The past fiscal year closed with record figures. Yet the stock has not yet reacted. Analysts expect profits to rise sharply starting this year. With growth of over 20%, the P/E ratio stands at around 10, and the P/S ratio is below 1. Analysts recommend Zefiro shares with a "Buy" rating and see upside potential of more than 100%.

Commented by Nico Popp on October 1st, 2026 | 07:45 CEST

Decentralized Instead of Power Shortages: A Comparison of Siemens Energy, 2G Energy and A.H.T. Syngas

• biochar
• syngas
• renewableenergy
• Energy

When the power grid reaches its limits and power shortages loom, even wind turbines and solar farms are of no help. What is needed then is controllable generation, and combined heat and power (CHP) is considered a key bridging technology. Growing energy demand from industry and AI infrastructure calls for systems that can balance fluctuating feed-in from renewable energy sources. Solutions range from gigawatt-scale power plants to decentralized compact systems. We introduce three companies and shed light on this trend.

Commented by Carsten Mainitz on October 1st, 2026 | 07:40 CEST

Full Order Books, Weak Share Prices: Is This a Buffett Opportunity? Almonty Industries, Rheinmetall and Renk in Focus!

• Tungsten
• CriticalMetals
• geopolitics
• Defense

The defense boom is still going strong, but the tide has turned on the stock market. Following the sharp price gains of recent years, investors are becoming more selective. This is evident in Rheinmetall and Renk, whose stocks have come under pressure despite strong long-term demand. Meanwhile, Almonty Industries, a company operating at a different point in the value chain, remains in the spotlight. The South Korean tungsten mine Sangdong has received the green light to begin commercial operations at its processing facilities. Tungsten is considered a strategically important raw material for the defense and high-tech industries, and Almonty aims to position itself as the largest Western supplier in a highly concentrated market. Where are the greatest opportunities now?

Commented by Armin Schulz on October 1st, 2026 | 07:35 CEST

thyssenkrupp, Strategic Resources, Salzgitter – Steel Stocks That Could Benefit from the Industry's Transformation

• VTM
• ironore
• GreenSteel
• Investments

Europe's steel industry is currently transforming. Since July 1, the EU has been protecting its steel market with a duty-free quota of 18.345 million metric tonnes and a 50% tariff on all imports exceeding that amount. Starting October 1, importers must also provide proof of where they smelted and cast their steel. This gives manufacturers breathing room to replace blast furnaces with direct reduction plants. However, these plants require high-grade iron ore of the appropriate quality. For those who view steel, raw materials, and restructuring as a unified whole, the new situation could work in their favour. We are therefore taking a closer look at thyssenkrupp, Strategic Resources and Salzgitter.

Commented by Stefan Bode on October 1st, 2026 | 07:30 CEST

Trends Put to the Test: Where Fundamentals Meet a Share Price Rally—2G Energy, Hapag-Lloyd and Lahontan Gold

• Mining
• Gold
• Silver
• Energy
• Logistics

Geopolitical upheavals, the enormous energy demands of digital infrastructure, and the global search for real tangible assets are shaping the 2026 stock market year. Remarkable dynamics are emerging on international trading platforms. Cyclical market leaders are reporting repeated upward revisions to their forecasts, innovative power plant builders are recording historic record orders, and promising mineral resource developers are on the verge of transitioning to industrial-scale production. But which price drivers have real sustainability, and where might operational risks lurk?

Commented by Carsten Mainitz on September 30th, 2026 | 11:05 CEST

The Next Big Thing: Quantum Computing! New Opportunities in Aqarios Quantum Technologies, D-Wave and IonQ?

• Quantum
• computing
• data
• Technology

The stock market loves the prospect of the next technological leap. Is quantum computing next in line? Quantum computers use the principles of quantum physics to solve certain highly complex tasks more efficiently than classical computers. The technology could dramatically transform industrial processes in medicine, energy, materials research, logistics and cybersecurity. Recently, Aqarios Quantum Technologies became the first pure-play quantum computing company to make its debut on the German stock exchange. The Munich-based company develops software for complex planning tasks and combines classical computing methods with quantum algorithms. Its latest move into the IBM ecosystem is drawing attention. The company also collaborates with numerous German blue-chip firms. IonQ has raised its revenue forecast following an acquisition, while D-Wave is benefiting from US government support. Although their business models differ, they share the common goal of turning quantum research into a scalable business. Which company will perform best in the coming months?

Commented by Armin Schulz on September 30th, 2026 | 10:05 CEST

Micron, Kobo Resources, MP Materials: Stocks with Upcoming Catalysts in AI, Gold and Rare Earths

• Mining
• Gold
• Africa
• Commodities
• Investments
• RareEarths
• AI

The stock market trades on expectations. Between now and the end of the year, three companies across different market segments have upcoming milestones that could reset expectations. Artificial intelligence has significantly fueled demand for memory chips. The quarterly results on September 30 will show how much of that demand is here to stay. A gold explorer is set to release its first mineral resource estimate, revealing how much of the precious metal lies underground. As of January 1, the Pentagon's procurement rules for magnets will become stricter, which could benefit manufacturers with supply chains outside China. We are therefore taking a closer look at Micron Technology, Kobo Resources and MP Materials.

Commented by Matthias Schomber on September 30th, 2026 | 10:00 CEST

Billion-Dollar Poker, Margins & Cash Machine: Siemens Energy, Evonik and RE Royalties Could Be the Real Winners!

• royalties
• dividends
• renewableenergy
• Energy
• chemicals

Evonik is at the centre of a billion-euro takeover bid that the target has rejected, leaving some investors wondering what comes next. Could a higher offer still emerge? Meanwhile, an industrial company that fought its way out of a deep crisis and saw its share price multiply is now facing renewed pressure. Can the tide turn once more? And then there is a relatively overlooked niche player offering high dividend yields. This is the mix of three companies featured in our latest article. We look at Siemens Energy's comeback after the dark years of the crisis and assess its outlook. We examine the background to BASF's rejected takeover approach for Evonik. Finally, we take a closer look at RE Royalties, which has paid out substantial dividends in the past and is approaching important technical chart levels. Read on as we examine the latest developments at all three companies and the opportunities and risks shaping their stories.

Commented by Lars Winter on September 30th, 2026 | 07:50 CEST

Almonty in Focus, Growth Opportunities at PVA TePla and Redcare Pharmacy: Three Stocks to Watch

• Tungsten
• CriticalMetals
• Pharma
• Industrial

Almonty can finally sell tungsten from its South Korean operations, while analysts still see significant upside potential for the stock. PVA TePla aims to double its revenue by 2028. Redcare Pharmacy has raised its forecast once again. Three stocks under the microscope with growth prospects that warrant a closer look.

Commented by Stefan Bode on September 30th, 2026 | 07:45 CEST

Growth Plans Meet Reality: Gerresheimer, Redcare Pharmacy and Volatus Aerospace

• Drones
• Defense
• geopolitics
• Pharma

On the stock market, a news item's value is not determined by its headline, but by whether it ultimately translates into sustainable revenue and earnings growth. Three very different business models are therefore facing critical phases over the coming quarters. One industrial company must stabilize margins and investor confidence, a drone specialist needs to scale its order book, and an online retailer must convert growth into profits. The following company updates show where opportunities lie, and which risks the market may already be pricing in.

Commented by Nico Popp on September 30th, 2026 | 07:40 CEST

Copper Rally Nears Record Highs: What Production Shortfalls at Freeport-McMoRan and Ivanhoe Mines Mean for Explorers Like Power Metallic

• PGMs
• Copper
• Commodities

The world relies on copper to keep running. Whether it is artificial intelligence, massive data centres, or military equipment, demand is rising across key sectors. According to a recent study by S&P Global, the market is heading toward an annual deficit of 10 million metric tons by 2040. While commodity exchange prices are hitting new record highs and US tariff threats are depleting physical inventories, supply chains are revealing fundamental weaknesses. A strategic realignment of the mining industry seems inevitable. We examine the current situation and key players.