Commented by Tarik Dede on April 28th, 2026 | 07:20 CEST

A More Defensive Approach to Investing in Commodities: How Franco-Nevada, Globex Mining, and BHP Diversify Their Risk

• Mining
• royalties
• Commodities

Investors looking to avoid single-stock exposure in the commodities sector can turn to broadly diversified companies. These companies typically provide capital and, in return, receive license fees—so-called royalties. The advantage: they do not bear the operational risks of running a mine. In addition, royalties are generally calculated based on revenue rather than profit. When costs rise—such as in the current environment of higher energy prices—the impact falls primarily on the mine operator, not the royalty holder. With this business model, Franco-Nevada has grown into one of the largest royalty companies in the industry. However, smaller players like Globex Mining are also worth a closer look. Meanwhile, mining giant BHP represents an alternative approach through scale and diversification across multiple commodities.

Commented by Stefan Feulner on April 28th, 2026 | 07:15 CEST

Desert Gold Ventures Poised for a Revaluation

• Mining
• Gold
• Commodities
• Africa
• geopolitics

Despite occasional setbacks, the gold market is structurally poised for a revaluation. Data from the World Gold Council continues to show robust demand from central banks, while geopolitical tensions and rising government debt are increasing the need for hedging. At the same time, institutions such as the International Energy Agency are warning of rising energy and infrastructure costs, which are fueling inflation. Major investment firms, including JPMorgan Chase, foresee gold prices reaching up to USD 6,300 per ounce in the medium term. This means the precious metal remains one of the key beneficiaries of global uncertainties—an environment in which advanced explorers and emerging producers, in particular, can benefit significantly.

Commented by Nico Popp on April 28th, 2026 | 07:10 CEST

Linde, Amazon, and Pure One: The New Alliance Against Fossil Fuel Dependency

• Hydrogen
• fossilfuels
• Energy
• Oil

The energy crisis is highlighting the global economy's dangerous dependence on fossil fuels. In particular, the blockade of the Strait of Hormuz has exposed the vulnerability of industrial supply chains, as critical feedstocks such as ammonia and methanol are becoming scarce alongside oil and gas. According to analyses by Wood Mackenzie, such a disruption leads to significant price spikes in the chemical industry and threatens the global supply of raw materials. In this unstable environment, hydrogen is gaining new significance as a tool for national security and industrial resilience. Innovative processes, such as the direct reduction of iron ore or the electrification of chemical reactors, enable the industry to gradually break free from fossil fuel imports. We examine the business models of Linde, Amazon, and Pure One, highlighting how these players are driving the hydrogen transition in the EU and Germany, and how investors can capitalize on these opportunities.

Commented by André Will-Laudien on April 28th, 2026 | 07:05 CEST

Oil and Gas Shock Boosts dynaCERT, ITM, and Nel, but Sparks Panic at Jungheinrich!

• Hydrogen
• cleantech
• GreenTech
• greenhydrogen
• Oil
• Gas
• renewableenergy

The stock market has its ups and downs. While Canadian hydrogen fuel-saving company dynaCERT had been stagnating for months, it is now making a breakthrough in Asia. The Canadians' fuel-saving technology is being welcomed with open arms in Vietnam, raising hopes for a hot summer in other Asian countries as well. While Plug Power already celebrated a stellar first quarter, industry rivals ITM Power and Nel ASA are now quickly following suit. However, the current excitement surrounding hydrogen offers little support for Jungheinrich's stock. Here, the Q1 figures are more of a reason to sell. What happens next? Read for yourself.

Commented by Armin Schulz on April 28th, 2026 | 07:00 CEST

Silver Remains a Hot Topic! Silver Viper Minerals Reports 183.5 g/t Gold and 6,850 g/t Silver at the La Virginia Property

• Mining
• Silver
• Gold
• Commodities
• Investments

Commodity markets are undergoing a paradigm shift. Silver has appreciated significantly in recent years and is gaining importance as both an industrial and a precious metal. And industrial users, from the solar industry to electric mobility, are consuming the precious metal in unprecedented quantities. The fact that above-ground inventories have reportedly shrunk from more than 100 years of supply to less than a year's supply has gone largely unnoticed by most investors. While some are still waiting for the next correction, Silver Viper Minerals has positioned itself in Mexico in a way that could allow it to benefit disproportionately from these structural shifts—potentially more so than a traditional ETF tracking the silver price.

Commented by Fabian Lorenz on April 27th, 2026 | 08:15 CEST

Endless Rally Ahead? 150% Upside Potential? LPKF Laser, SÜSS MicroTec, Power Metallic Mines

• Mining
• PGMs
• Copper
• semiconductor
• Technology

The semiconductor rally has also lifted German stocks. LPKF Laser surged nearly 40% over the past week, while SÜSS MicroTec has gained a solid 40% since the end of March. However, analysts are urging caution - could the rally be running out of steam? In contrast, Power Metallic Mines may still offer significant upside. Some analysts see 150% upside potential. The commodity stock could also benefit from the exploding semiconductor demand, as large quantities of copper have been discovered in Canada. After all, copper remains indispensable not only for semiconductors but for a wide range of industrial applications. This positioning also makes Power Metallic Mines a potential takeover candidate.

Commented by Stefan Feulner on April 27th, 2026 | 08:10 CEST

ITM Power, dynaCERT, Nel ASA – Maximum Rebound Potential

• Hydrogen
• cleantech
• GreenTech
• decarbonization

Following the massive slump of recent years, the hydrogen sector could be on the verge of a comeback. Two factors are now providing fresh momentum. First, the exploding energy demand from AI data centers; second, the growing tensions in the Middle East, which are tightening oil supplies and driving up prices. The pressure to become less dependent on fossil fuels is growing rapidly. Following the correction, low valuations now meet structurally rising demand. For investors, this creates a classic rebound scenario with significant potential.

Commented by Fabian Lorenz on April 27th, 2026 | 08:05 CEST

Gold and Silver in One Stock: Silver Viper Is Ready for a Comeback!

• Mining
• Silver
• Gold
• Commodities
• Investments
• geopolitics

As the silver price ends its correction, the time has come to invest in promising silver stocks. The silver market is tight, with demand rising steadily. However, due to the prolonged period of low prices for the precious metal, few new projects have been developed. This makes Silver Viper Minerals' stock all the more attractive. The CEO aims to develop the company into the largest explorer in Mexico and is advancing full steam ahead. An exciting acquisition has just been completed. Now, the resource is expected to rise sharply. The latest drill results show that this is realistic, suggesting that Silver Viper Minerals stock is poised for a comeback. During the last silver rally, the stock shot up to over EUR 1.60 at the turn of the year. Currently, the stock is trading on Tradegate for just over EUR 0.50. This is unlikely to remain the case for long.

Commented by Stefan Feulner on April 27th, 2026 | 08:00 CEST

Lahontan Gold – This Hidden Gem Is Poised for a Revaluation

• Mining
• Gold
• Commodities
• geopolitics
• Nevada

In hindsight, the current correction in the gold market is likely to prove to be a healthy consolidation within an intact uptrend. In addition to macroeconomic factors, the geopolitical situation is providing the main tailwind. Conflicts in the Middle East, tensions between major powers, and growing uncertainty in the global financial system are driving capital into the "safe haven" of gold. JPMorgan remains optimistic and forecasts the gold price to reach USD 6,300 per ounce by the end of 2026. The precious metal is currently trading at around USD 4,700, having recovered significantly from its March low of USD 4,100. A weaker US dollar, rising government debt, and massive central bank purchases are reinforcing the trend. The key question is therefore no longer whether gold will rise, but which stocks will benefit most from it.

Commented by Mario Hose on April 27th, 2026 | 07:55 CEST

Mustard Power as a Growth Turbo! Agricultural Giants vs Green Rebels: Evaluating the Return Potential of Bayer, KWS Saat, and MustGrow Biologics

• biologics
• mustard
• Sustainability
• Agriculture
• agritech

The global population continues to grow relentlessly, while the amount of arable land available per capita is shrinking. In this challenging environment, companies working on solutions to secure our food supply are taking center stage. But while the industry’s major players, such as Bayer or KWS Saat, grapple with regulatory hurdles and a rigid market landscape, innovative players like MustGrow Biologics could disrupt the field from behind. The key question for investors is no longer just who sells the most seeds, but increasingly who offers the smartest solutions for healthy soil. In this report, we examine the current situation at Bayer, where a major court ruling in the US is imminent. We also take a closer look at seed specialist KWS Saat, as well as a smaller but dynamic challenger, MustGrow, that could be on the verge of a technical breakout. All three stocks have the potential for exceptional performance. Read on to find out why the power of nature, in particular, could play a decisive role in the future—and may ultimately tip the scales.

Commented by André Will-Laudien on April 27th, 2026 | 07:50 CEST

NASDAQ Record, TUNGSTEN Record, MARATHON World Record – What Does This Mean for Almonty Industries?

• Mining
• Tungsten
• Defense
• hightech
• geopolitics

Kenyan runner Sabastian Sawe is making history. He ran the London Marathon in 1:59:30, setting a new world record. Even the NASDAQ 100 Index reached a new high of 27,314 points at one of the most fragile moments in the global economy, and the critical metal tungsten also set a new record at USD 3,320 per metric ton unit of APT. The world is in a time of maximum uncertainty, excessive debt, and aggressive leaders. Surprisingly, the stock market is joining in this frenzy; every day it goes higher, faster, further. Anyone who wants to make money must view the whole thing with an Olympic mindset: "Taking part is everything!" In the short term, even negative scenarios are likely being bought into, because after all, most market participants seem convinced that the Middle East conflict will soon end and the West will then usher in a new economic upswing with somewhat less political risk. One thing should be clear: Nothing works without critical metals! And that is what the record-breaking run at Almonty Industries stands for. Investors who do the math will quickly realize: Another doubling is on the horizon!

Commented by Nico Popp on April 27th, 2026 | 07:45 CEST

No Security Without Drones: Volatus Aerospace, Helsing, and Rheinmetall Under Review

• Defense
• Drones
• hightech
• geopolitics
• aerospace

No drones, no security — that bluntly summarizes the strategic doctrine in today's geopolitical environment. Success in modern defense increasingly hinges on resilient supply chains and software sovereignty. Dependence on Chinese components is now widely seen as a critical vulnerability. As a result, new value chains are emerging. Software pioneers like Helsing are delivering the AI backbone for autonomous swarm technologies and securing billion-dollar contracts, while defense heavyweight Rheinmetall is rapidly scaling production for large-scale orders, including the FV-014 Kamikaze Drones. Meanwhile, Canadian drone veteran Volatus Aerospace is positioning itself as an indispensable partner that bridges the gap between civilian logistics and military readiness through its consistent "dual-use model." It is precisely this versatility that is considered crucial for scaling up even in peacetime.

Commented by André Will-Laudien on April 27th, 2026 | 07:40 CEST

Rockets, Returns, Recycling: Investors Sense Geopolitical Tailwinds for Nel ASA, RE Royalties, and Tomra Systems

• royalties
• dividends
• Sustainability
• renewableenergy
• recycling

In an environment of political instability and growing uncertainty, one thing is clear: investments in sustainability are no longer merely an ESG issue, but a geopolitical and economic imperative. This is because dependence on fossil fuels is increasingly perceived as a strategic risk. Accordingly, pressure is mounting to prioritize alternative energy sources and sustainable infrastructure. This opens up a structural growth market for investors that extends far beyond short-term crisis responses. Companies across the value chain are in the spotlight, benefiting to varying degrees from this transformation. While RE Royalties, as a financier of sustainable projects, relies on stable cash flows from renewable energy plants, Tomra Systems addresses key resource issues of the future with recycling and circular economy solutions. Nel ASA, in turn, embodies the hope for a hydrogen economy, though it is still grappling with the typical challenges of a nascent industry. We do the math.

Commented by Armin Schulz on April 27th, 2026 | 07:35 CEST

The defense boom shows no signs of slowing down: RENK Group, Antimony Resources, Lockheed Martin

• Mining
• antimony
• CriticalMetals
• Defense
• hightech
• geopolitics

Created and published on behalf of Antimony Resources Corp.

Geopolitical upheavals are changing the rules of the game in global markets. In addition to current theaters of war, Japan's historic increase in military spending and the battle for Greenland are symptoms of a new arms race. This opens up extraordinary opportunities for investors if they position themselves in the right niches early on. Three key drivers are decisive: high-precision propulsion technology for tanks and ships, strategic metals such as antimony for ammunition and sensors, and superior system integration for fighter jets and missiles. These are precisely the fields being cultivated by three different companies that have the potential to deliver above-average returns: RENK Group, Antimony Resources, and Lockheed Martin.

Commented by Jens Castner on April 27th, 2026 | 07:30 CEST

TOXIC WASTE, NUCLEAR WASTE, METHANE: HOW CLEAN HARBORS, STUDSVIK, AND ZEFIRO METHANE ARE MAKING MONEY OFF THE SINS OF THE PAST

• methane
• Oil
• OrphanWells
• waste
• WasteManagement

For decades, environmental protection was largely treated as a cost burden for industry. But while the global debate focuses on CO₂ reduction, another structurally attractive niche is gaining traction: the remediation of legacy contamination. Companies that tackle the contaminated sites left behind by the chemical, nuclear, and oil industries occupy one of the most stable growth markets of our time. Leading the way: US giant Clean Harbors, Swedish specialist Studsvik, and Canadian innovator Zefiro Methane.