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Commented by Fabian Lorenz on May 7th, 2026 | 08:55 CEST

Alarm bells are ringing at BioNTech! Billions at Hensoldt! Buying opportunity at North Arrow Minerals!

  • Mining
  • Africa
  • Gold
  • Commodities
  • Defense
  • Biotechnology

"Buy first, then kill," was how Tübingen Mayor Boris Palmer reacted to BioNTech's planned site closures. The reason is that, within this framework, virtually all sites of the recently acquired CureVac are set to be shut down. A CureVac co-founder has also made serious allegations, and BioNTech shares are declining. At the same time, there may be an opportunity for rising prices with a gold gem. While the gold price continues to consolidate, there are arguments in favour of an investment in North Arrow Minerals. The company has repositioned itself and is now focusing on an interesting gold project. Just a few kilometres away lies the multi-million-ounce Harmony Gold Kalgold open-pit mine. Meanwhile, Hensoldt has outperformed its industry peers, Rheinmetall and RENK, so far this year. Yesterday, it became clear that there are indeed good reasons for this. So, should investors buy now?

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Commented by Mario Hose on May 7th, 2026 | 08:50 CEST

Following the stock rallies at Ballard Power and Nel ASA—Is HPQ Silicon Now Poised for a Breakout?

  • Silicon
  • Batteries
  • Drones
  • Defense
  • Technology
  • Hydrogen
  • cleantech

The world of renewable energy and modern energy storage is on the move again, sending investors into a frenzy. While companies like Ballard Power and Nel ASA have already delivered impressive price surges and positive analyst upgrades, a smaller technological pioneer still seems to be waiting in the wings for its big moment. We are talking about HPQ Silicon, a company that is causing a sensation with groundbreaking lab results and its first commercial orders in the field of battery technology. In this report, we examine the current momentum of established hydrogen players and analyze why the technical charts for HPQ Silicon could be set for "victory." Read on to find out whether, following the rebound of the big players, the moment has perhaps arrived for the next hidden champion to break through resistance and set its sights on new price targets.

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Commented by Armin Schulz on May 7th, 2026 | 08:45 CEST

From Niche Metal to Strategic Asset: Antimony Resources Gains Relevance for Rheinmetall and BASF

  • Mining
  • antimony
  • hightech
  • Batteries
  • Defense
  • flameretardant
  • chemicals

Created and published on behalf of Antimony Resources Corp.

What was long considered an obscure niche metal is now critical to the defence, chemical, and energy sectors. Antimony is used to harden alloys, improve flame resistance in plastics, and support certain battery technologies. At the same time, China controls 70% of production and strictly limits its exports. The result is price spikes of over 400% within two years. Without independent sources, Western industries risk being paralyzed. This is not a theoretical scenario, but an acute reality. Reason enough to take a closer look at the defence contractor Rheinmetall, the up-and-coming antimony producer Antimony Resources, and the chemical company BASF.

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Commented by Tarik Dede on May 7th, 2026 | 08:40 CEST

Geopolitical Winners: Kinross Gold, Standard Uranium, and Lynas Rare Earths

  • Mining
  • Uranium
  • RareEarths
  • Gold
  • nuclear
  • Energy

The conflict in the Persian Gulf has overshadowed many geopolitical issues, but it has also brought some problem areas to light. One thing is clear: the world is building new supply chains, especially the West. Lynas Rare Earths is in pole position in the rare earths market as the largest producer outside China. Standard Uranium, in turn, can benefit from the boom in energy demand and the shift by many countries back to nuclear energy. Not least, more and more countries and central banks are shunning the dollar. Who wants to be blackmailed by Washington? Accordingly, gold producers like Kinross Gold find themselves in a sweet spot, as the latest quarterly figures also show.

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Commented by Nico Popp on May 7th, 2026 | 08:35 CEST

Is this where the all-in-one worry-free mine is taking shape? What the industry needs now, who benefits – Power Metallic Mines, BMW, Lundin Mining

  • Mining
  • Commodities
  • PGMs
  • Copper
  • Nickel
  • Electromobility

Investing in the early stages of mineral exploration is a risky endeavour—especially when betting on low-grade deposits in politically unstable regions. Savvy investors avoid these unpredictable risks and instead focus on strategically high-grade deposits in first-class jurisdictions like Canada. When a project can simultaneously demonstrate significant grades of copper, platinum group metals (PGMs), and nickel, this is of existential importance to the industry, especially today. In the wake of the global energy transition and the rapid rise of new key technologies, the search for reliable supply chains has gained momentum. While demand for battery metals and other industrial raw materials is skyrocketing, traditional mining regions are under increasing pressure from geopolitical conflicts. In this market environment, the wheat is being separated from the chaff: Only those who can combine first-class geology with absolute geopolitical security will prevail in the coming commodities supercycle. We present three exciting companies.

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Commented by Carsten Mainitz on May 7th, 2026 | 08:30 CEST

Lahontan Gold: Those who hesitate will miss out on this stock rocket

  • Mining
  • Gold
  • Silver
  • Nevada
  • Investments
  • Commodities

Investors seeking a compelling, lucrative investment story in the gold sector may have found it in Lahontan Gold. An excellent team with a keen sense of geology and timing, ample financial resources, top-notch drilling data and assets, and a clear plan for when investors can expect the next value-enhancing milestones speaks for itself. As early as next month, an updated resource estimate could lay the groundwork for a revaluation. A new economic feasibility study is expected in September, which should underscore the company's undervaluation. With production scheduled to begin in late 2027 and the prospect of a US listing, additional catalysts are emerging. Against the backdrop of high gold prices and a resource potential of 3 million ounces of gold, the company could also increasingly come into focus as an acquisition target for larger producers.

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Commented by André Will-Laudien on May 7th, 2026 | 08:25 CEST

Moving Ahead with Strong Concepts and Easing Tensions in the Middle East! MustGrow, K+S, Evotec, and Novo Nordisk in Focus

  • agritech
  • fertilizer
  • chemicals
  • Biotechnology
  • biologics
  • geopolitics

Created and published on behalf of MustGrow Biologics Corp.

What a headline: An agreement between the US and Iran – markets up 2% in just one minute! It can happen that fast. For investors, this is welcome news, as a de-escalation in the Iran conflict would significantly ease global supply chains and reduce pressure on critical transport routes. In particular, the Strait of Hormuz would lose some of its significance as a geopolitical risk factor, potentially stabilizing global flows of goods and energy. Easing tensions are also likely to lower transport costs again, shorten delivery times, and dampen price volatility. For companies in the food, healthcare, and agricultural technology sectors, this creates greater planning certainty and new growth opportunities. MustGrow Biologics and K+S could benefit from more stable agricultural markets, while Evotec and Novo Nordisk may gain additional tailwinds in a calmer healthcare environment. Investors are increasingly turning to stocks that promise sustainable growth and reliable returns in a more stable market setting. The key question now: will volatility finally decline as well?

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Commented by Armin Schulz on May 7th, 2026 | 08:20 CEST

Setbacks in the gold sector: Barrick Mining, Kobo Resources, and Newmont now offer a second chance to get in

  • Mining
  • Gold
  • Commodities
  • Africa
  • geopolitics

The 2026 gold rally knows no bounds. The current gold price stands at around USD 4,700 per ounce, driven by Middle East conflicts, the Fed's interest rate stabilization, and an unprecedented buying spree by central banks. Any correction is immediately absorbed. Inflation fears and the collapse of the US Dollar system are driving long-term bulls. While ETF investors are following suit and Asian households are chasing records, one question remains: Which mining operators can turn this frenzy into profits? Amid the tension between geopolitical escalation and structural demand, Barrick Mining, Kobo Resources, and Newmont are coming into focus, each with its own roadmap for the next price surge.

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Commented by André Will-Laudien on May 7th, 2026 | 08:15 CEST

Oil Rally Done, Now Hydrogen Comes with 250%! All Eyes on ITM Power, Zefiro Methane, Plug Power, and Nel ASA

  • methane
  • Gas
  • Oil
  • OrphanWells
  • Hydrogen
  • renewableenergy
  • greenhydrogen

Up and down – Trump rides a political rodeo, creating volatile conditions for investors. Yesterday again, it sounded as if the US involvement might be winding down. But is a real resolution already in sight? Regardless, oil plunged 12% to USD 95, only to climb back to USD 100. After a prolonged back-and-forth between Washington and Tehran, uncertainty about the conflict's future course continues to rise, leaving investors with little clarity. Perhaps it is worth taking a long-term look at the oil sector's peer group or making a fresh push into the alternative energy space. There, Plug Power recently triggered a strong rally. The question now is how competitors ITM Power and Nel ASA are faring in this environment. Then there is also the newcomer Zefiro Methane, which, with its environmentally focused approach to the oil industry, could potentially push its stock into a new league. One thing remains certain: uncertainty dominates the picture.

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Commented by Nico Popp on May 7th, 2026 | 08:10 CEST

The AI Revolution Is Unstoppable: How First Hydrogen, Tesla, and NVIDIA Are Ushering in the Robot Era

  • Robotics
  • Technology
  • Defense
  • Hydrogen
  • AI

The global economy is facing many major shifts. One of these disruptions is largely driven by advances in AI and robotics. What were considered isolated trends in software intelligence, clean energy, and mechanical automation just a few years ago are now merging into visions capable of transforming entire industries and our daily lives. Visionary investments in autonomous systems are the new battleground for the global tech elite, while in more conservative economic regions like Germany, the combination of humanoid robots and autonomous mobility is often still dismissed as a futuristic pipe dream. Yet leading technology companies are inexorably laying the groundwork for this new era, in which multifunctional, AI-equipped robots are pushing the boundaries of what is currently imaginable. We highlight two of these visionaries, Tesla and NVIDIA, and explain why First Hydrogen has discovered an exciting niche in the shadow of these giants.

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Commented by Fabian Lorenz on May 7th, 2026 | 08:05 CEST

Drone specialist with exciting insights: Volatus Aerospace with nearly 50% upside potential

  • Drones
  • Defense
  • hightech
  • aerospace

Drones are emerging as one of the most dynamic growth markets in the technology sector. Both military and civilian applications are driving sustained demand. One of the most closely watched pure-play stocks in this space is Volatus Aerospace. After a strong rally in 2025, the stock has been somewhat calmer this year, which may present an interesting entry opportunity for investors. Strategically and operationally, a great deal is happening at the Canadian company. This is highlighted in an in-depth report. According to Canaccord analysts, the stock offers nearly 50% upside potential. They also expect Volatus to generate well over CAD 100 million in annual revenue within just a few years.

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Commented by Mario Hose on May 7th, 2026 | 08:00 CEST

Tungsten Producer Almonty Poised for Another Price Surge?! Is the Stock About to Be Catapulted Even Higher?

  • Mining
  • Tungsten
  • Defense
  • hightech
  • semiconductor
  • geopolitics
  • CriticalMetals

Imagine a metal forged in the glow of dying stars that today plays a decisive role in the security of entire nations. Tungsten is not just any old raw material; it is the backbone of the modern defence industry and the key to the West's technological independence. While China has dominated the market for decades, Almonty Industries is now poised to break that monopoly. With the commissioning of the massive Sangdong mine in South Korea and a pipeline leading from exploration to full-scale production, the company stands at a historic juncture. The share price is currently hovering around USD 20, but technical indicators, including horizontal support and momentum, suggest a breakout potential that could even surpass previous highs. Join us on a journey into the world of an element and a company that helps power smartphones and modern tanks. Discover why Almonty may still represent a compelling opportunity for investors and your portfolio.

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Commented by André Will-Laudien on May 6th, 2026 | 08:00 CEST

Strategic Power Trio: How Rheinmetall, Infineon, and Power Metallic Are Shaping the Backbone of the Future of Industry

  • Mining
  • PGMs
  • Copper
  • semiconductor
  • Defense
  • Technology
  • Electrification

The global race for critical metals such as lithium, cobalt, and rare earths has long since moved beyond the realm of harmless market mechanisms; today, it is a matter of strategic buildup. Copper has emerged as the true "common thread" of the energy transition and the AI revolution. As an indispensable component of every high-tech enterprise, from AI chips and complex sensor systems to massive energy grids, copper has become a structural bottleneck. A compulsive, at times painful, marriage prevails: for the Western industrial world is existentially dependent on a smooth supply to maintain technological supremacy. In other words, the industrial fate of the world hangs on the red metal. The vulnerability of these high-tech supply chains is currently being laid bare in all its harshness by the Strait of Hormuz blockade. When restrictive export rules from major producers collide with maritime paralysis, the geopolitical escalation has an immediate impact on the calculations of global goods production. 3 companies, 3 positions—clear hallmarks of a winning team!

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Commented by Fabian Lorenz on May 6th, 2026 | 07:40 CEST

BUY COMMODITY STOCKS NOW? Standard Lithium, MP Materials, and Strategic Resources Under Review!

  • GreenSteel
  • CriticalMetals
  • Lithium
  • Batteries
  • VTM

Commodity stocks are known for their sharp price surges. With Strategic Resources, there are good reasons why the stock could take off soon. For one, with BlackRock, the company possesses an exciting project in the critical minerals sector. The company aims to build a domestic supply chain for vanadium-based battery materials. The stock has only recently started trading on the Frankfurt Stock Exchange and is still considered a genuine under-the-radar opportunity. MP Materials achieved its stock market breakthrough last year, with the entry of the US government. However, the subsequent rally was followed by a sell-off. The question now is whether the current rebound is sustainable. And what about Standard Lithium? The company has recently reported several operational milestones. However, the market is still waiting for a far more decisive catalyst.

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Commented by Armin Schulz on May 6th, 2026 | 07:35 CEST

BP, Zefiro Methane, and Shell: How to Profit from Methane Abatement and Rising Oil Prices

  • methane
  • Oil
  • Gas
  • OrphanWells
  • CarbonCredits

Geopolitical tensions, such as the recent conflict with Iran, are driving oil prices sky-high. BP and Shell, in particular, are benefiting from this with robust cash flows. But the industry is changing: millions of long-abandoned wells are leaking methane, an aggressive greenhouse gas. This is creating a new, extremely lucrative market for specialists. Zefiro Methane focuses on the professional sealing of these contaminated sites. While BP and Shell bear the financial and regulatory responsibility, specialized, agile service providers handle the operational implementation. It is precisely at this intersection of fossil fuel value creation and environmental management that BP, Zefiro Methane, and Shell operate today.

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