Commented by André Will-Laudien on February 3rd, 2026 | 11:30 CET

Sell-off or healthy correction? Quality stocks in focus: SAP, D-Wave, and Aspermont

• bigdata
• Technology
• AI
• computing
• Software
• Digitization

Market activity has picked up noticeably in recent days. Upswing here, sharp pullback there! Volatility is back, driven by political statements and economic uncertainties. While the sudden 30% crash in silver is unsettling commodity investors, and SAP shares are undergoing a significant correction, many investors are fleeing to defensive sectors and tangible assets. Crypto markets remain in a downward spiral, and the perennial topic of AI is being viewed with increasing selectivity. Against this backdrop, Australian media and commodities specialist Aspermont is leveraging its long-established network and data assets to accelerate growth using AI. At the same time, it remains to be seen whether there is still hope for higher valuations after the sell-off at SAP and D-Wave. Time to get out the magnifying glass, Sherlock Holmes style.

Commented by Armin Schulz on February 3rd, 2026 | 07:30 CET

BYD sales figures plummet! Power Metallic Mines as the raw materials king and Volkswagen on a transformation course

• Mining
• PGEs
• Nickel
• Batteries
• Electromobility
• CriticalMetals

The electromobility boom is facing its toughest reality: the battle for lithium, copper, nickel, cobalt, and rare earths. While demand continues to rise, access to these critical raw materials will determine the winners and losers of the new era. This supply-side bottleneck confronts three very different players with fundamentally different challenges: the Chinese EV giant BYD in its tense domestic market, the up-and-coming supplier Power Metallic Mines, with its vast source of raw materials, and the long-established automaker Volkswagen, which is deep into a costly transformation. We take a closer look at where each stands today.

Commented by André Will-Laudien on February 3rd, 2026 | 07:25 CET

SILVER CRASH - From USD 122 to USD 72! Time to sharpen your knives with TKMS, CSG, Silver Viper, and thyssenkrupp

• Mining
• Silver
• Defense
• Steel
• Investments

The explosive rise in the price of silver, which rose almost in a straight line from around USD 35 to USD 122 by the end of last week, is now taking its speculative toll. The precious metal has soared by more than 300% within 14 months, accompanied by widespread rumors of huge short positions and extreme problems for the futures exchanges in terms of material supply. The fact remains that silver has been used for several years across various high-tech industries, from wind power and e-mobility to state-of-the-art defense technology. Manufacturers are also said to have been spotted on the market making large cover purchases due to impending physical shortages. Industry sources report a possible deficit of over 1 billion ounces in the March settlement – equivalent to around 125% of total annual production. In addition to the exciting silver explorer Silver Viper, we also analyze thyssenkrupp, its subsidiary TKMS, and the newcomer to the stock market, CSG. It is worth reading on.

Commented by Nico Popp on February 3rd, 2026 | 07:20 CET

The gold correction is irrelevant here: Why Desert Gold is the missing piece of the puzzle for B2Gold and Allied Gold

• Mining
• Gold
• Commodities
• Takeover
• Investments

The gold market is in a phase that analysts now refer to as a supercycle. With prices breaking historical records, smart capital is turning its attention to the world's most productive regions – even after the recent correction in precious metals. West Africa, and specifically the Senegal-Mali Shear Zone (SMSZ), is considered the geological heartland. This is where some of the largest and richest mines on the planet are located. But the business follows an inexorable logic: even the largest mines are emptying, and the processing plants need to be kept busy. This is true in the south of the zone for Canadian giant B2Gold with its world-class Fekola mine and in the north for Allied Gold, which is revitalizing the historic Sadiola asset. Desert Gold is considered a potential supporter of both companies. The company controls the largest non-producing land parcel in the entire region, located precisely between the two giants. This makes Desert Gold extremely interesting for investors.

Commented by Fabian Lorenz on February 3rd, 2026 | 07:15 CET

US government pours billions into USA Rare Earth - Could Antimony Resources be next?

• Mining
• antimony
• CriticalMetals
• Commodities
• Investments

Almonty Industries, MP Materials, and other commodity stocks have already demonstrated the new reality: in today's geopolitical environment, commodities are becoming critical, and stock prices can multiply dramatically. Antimony Resources offers investors an opportunity to participate at a comparatively early stage. History shows that when mining companies transition from explorer to producer, valuations can move into the billions. Despite a strong rally, Antimony Resources is still valued at "only" around EUR 50 million. Due to pressure from the US government and a mining-friendly jurisdiction, Antimony Resources could advance toward production significantly faster than is typical in the sector. A direct involvement by the US government would not be surprising. After investments in MP Materials, Vulcan Elements, and Trilogy Metals, the Trump administration recently pumped billions into USA Rare Earth. Could Antimony Resources be next?

Commented by Nico Popp on February 3rd, 2026 | 07:10 CET

New Options for Agnico Eagle and Barrick Mining: How RZOLV Technologies Supports the Gold Industry’s Next Processing Frontier

• Mining
• Gold
• Commodities
• cyanide
• GreenTech
• cleantech

Gold continues to command global attention. In a period marked by economic uncertainty and geopolitical tension, demand for the metal remains strong, reinforcing its role as a store of value and a strategic asset. For gold producers, this environment highlights not only opportunity, but also the importance of operational flexibility as ore characteristics, permitting frameworks, and processing requirements evolve.

For decades, cyanide leaching has been a reliable and indispensable foundation of the gold industry, enabling the economic development of countless deposits worldwide. Today, however, producers increasingly encounter specific ore types, jurisdictions, and operating conditions where supplementary or alternative processing approaches can add value alongside established methods. It is within these clearly defined contexts that RZOLV Technologies is positioning itself—as a technology partner to the industry, not a disruptor of proven practices.

Commented by Armin Schulz on February 3rd, 2026 | 07:05 CET

Zinc boom, turnaround, and biotech growth: How to profit with Pasinex Resources, Puma, and Evotec

• Mining
• zinc
• Sportswear
• Biotechnology

In volatile markets, investors are looking for exceptional opportunities. Three companies stand out in this regard. A commodities company with exceptional zinc projects, a sporting goods manufacturer undergoing radical transformation, and a biotech pioneer with a unique platform model. The combination of momentum, strategic turnaround, and long-term growth promises attractive return opportunities. We analyse the promising prospects of Pasinex Resources, Puma, and Evotec.

Commented by Nico Popp on February 3rd, 2026 | 07:00 CET

Crash as a reality check for AMD and First Majestic: Why silver and AI are correcting while Almonty stands firm on rising tungsten prices

• Mining
• Tungsten
• Silver
• AI
• semiconductor
• PreciousMetals

Market sentiment has shifted sharply in recent weeks: what began as profit-taking has developed into a real stress test for investors' nerves. The sectors most celebrated in recent months – AI stocks and precious metals – have taken a beating. Yet amid this turmoil, one phenomenon is emerging that should make investors sit up and take notice: the tungsten market is completely decoupled from the crash and, seemingly immune to Wall Street panic, is hitting new highs. Tungsten, the indispensable backbone of Western defense and heavy industry, is becoming more expensive while almost everything else is falling. In this environment, Almonty Industries is emerging as a quasi-monopolist with excellent prospects to deliver long-term gains for its shareholders.

Commented by Fabian Lorenz on February 2nd, 2026 | 07:45 CET

Plug Power under pressure! 2G Energy and the AI BOOM! 100% PRICE POTENTIAL for A.H.T. Syngas shares!

• cleantech
• Energy
• renewableenergy
• Fuelcells
• AI

Analysts see over 100% upside potential for A.H.T. Syngas shares. Experts believe the company is on the verge of a growth spurt. The market potential for synthetic natural gas substitutes from biogenic residues is huge. In addition, the company is in the process of transforming itself from a pure plant manufacturer to an energy producer. While A.H.T. is only worth around EUR 10 million on the stock market, 2G Energy is already worth EUR 600 million. This is also raising shareholders' expectations. The latest order intake failed to provide any impetus, with everyone waiting for news from the US. There is currently a sense of alarm at Plug Power in the US. At an extraordinary general meeting, shareholders are to decide on the future of the hydrogen specialist. The postponement of the event is causing uncertainty.

Commented by Armin Schulz on February 2nd, 2026 | 07:40 CET

BASF, MustGrow Biologics, and K+S Alliance: How to benefit from the megatrend of food security

• Food
• agritech
• fertilizer
• chemicals
• soil

Global food security is facing a historic stress test. Driven by population dynamics, climate extremes, and geopolitical upheavals, efficient food production is becoming the central task of the century. Investors who want to invest in this systemic transformation are positioning themselves at critical points in the value chain. Three key players, a chemical giant, a pioneer in biological solutions, and a specialist in soil health, show where the greatest opportunities lie. The strategies of BASF, MustGrow Biologics, and K+S provide the decisive blueprints for the future.

Commented by Stefan Feulner on February 2nd, 2026 | 07:35 CET

Antimony Resources – Geopolitical commodity leverage

• Mining
• antimony
• hightech
• Defense
• CriticalMetals
• flameretardant

The world is heading toward a new commodity conflict, and antimony is suddenly in the spotlight. Neither the defense industry nor modern technologies can function without this metal. But, as with rare earths, the West is dependent on China. Amid this geopolitical imbalance, Antimony Resources Corp. is coming into focus. The Company is developing one of the more advanced and promising antimony projects in North America in a secure jurisdiction and with convincing recent progress. This presents investors with a rare opportunity to invest early in a strategic commodity that is becoming increasingly valuable, both politically and economically.

Commented by André Will-Laudien on February 2nd, 2026 | 07:30 CET

Crash, correction, or buying opportunity? Silver at 74, gold at 4,700 - SAP and Microsoft down 20%, while Almonty and ASML advance

• Tungsten
• Commodities
• Technology
• Software

What a Friday it was! Oil prices started rising in the morning due to fears of a US invasion of Iran. But things turned out differently! Silver, which started the day at USD 112, reached prices of around USD 74 by 7 pm – a crash of 40% from its recent highs. Gold followed suit, dropping by roughly 20%. Trading floors saw exceptionally high volumes, and a new US Federal Reserve chairman was announced. The day before, ASML reached a new all-time high, while SAP and Microsoft continued their downward trend. Almonty Industries shot up to record levels and was only slowed down by the negative sentiment. How is all this connected? Read on to find out.

Commented by Nico Popp on February 2nd, 2026 | 07:25 CET

Energy from waste, as at Verbio: CHAR Technologies as the savior of the steel industry – competition for market leader SunCoke Energy

• cleantech
• Sustainability
• renewableenergy
• waste
• Steel

The steel industry is facing a severe test that is often glossed over in ESG reports. While politicians, the media, and futurologists dream of green hydrogen, this vision collides with harsh reality: steel, the basic material of our modern civilization, cannot be produced in existing plants without solid carbon. It serves not only as an energy source, but also as a chemical reducing agent to extract oxygen from iron ore and as a support structure in the furnace. Against this backdrop, it becomes clear that decarbonization cannot be achieved by completely eliminating carbon, but only by replacing its fossil origin. In this billion-dollar market, the Canadian company CHAR Technologies is positioning itself as a key problem solver. While the established market leader SunCoke Energy still relies on fossil coal and is increasingly under margin pressure, CHAR's biochar is an immediately available, climate-neutral solution. At the same time, Verbio's success in Europe shows that scaling up waste materials to energy works – a logic that CHAR is now applying to the steel sector.

Commented by Carsten Mainitz on February 2nd, 2026 | 07:20 CET

Energy: The bottleneck of the markets – how investors can benefit from American Atomics, Nordex, and Siemens Energy!

• nuclear
• renewableenergy
• Energy
• Uranium

Energy is a key determinant of the competitiveness of economies and companies. Availability, price, and security of supply directly influence costs and, in turn, the prices of products and services. Renewable energy is important, but fluctuating power generation, the risk of dark doldrums, and the currently limited storage capacity pose significant challenges. Against this backdrop, uranium is experiencing a comeback as a reliable energy source. Many tech giants such as Alphabet, Microsoft, Amazon, and Meta are already relying on nuclear power to meet the enormous energy demands of their data centers and AI infrastructures in a reliable and low-carbon way. American Atomics is considered a beneficiary of this trend. The company is pursuing the goal of establishing a fully integrated North American value chain, leveraging favorable political and structural tailwinds.

Commented by Nico Popp on February 2nd, 2026 | 07:15 CET

Not all nickel is created equal: How Power Metallic Mines stands out from the crowd – Talon Metals and Magna Mining as role models

• Mining
• Nickel
• PGEs
• Electromobility
• Batteries

The nickel market has been experiencing a split for some time now, forcing investors to rethink their strategies. At first glance, there is enough of this important industrial metal available, as Indonesia has flooded the markets in the past with material from its huge laterite deposits. But appearances can be deceiving. There have long been two markets for nickel: a market for bulk nickel, which is produced primarily in Indonesia with high energy consumption and questionable environmental standards, and a premium market for high-purity, ESG-compliant sulfide nickel, which is indispensable for the high-performance batteries of the Western automotive industry. While prices on the London Metal Exchange (LME) are capped by the Indonesian oversupply, strategists such as Tesla and GM are paying significant premiums behind closed doors for material that is not only chemically pure but also geopolitically and ecologically sound. In this exclusive club of North American nickel projects, Power Metallic Mines is positioning itself as one of the most exciting stocks. With its high-grade NISK discovery in Québec, the Company occupies precisely the niche that Donald Trump has declared a matter of national security through the US "One Big Beautiful Bill" legislation.