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Capitalize on the Copper Shortage: BYD, Power Metallic Mines, and Intel in the Spotlight of the Supply Crisis
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Leonardo, Volatus Aerospace, Hensoldt – War and AI Drive the Next Billion-Dollar Boom
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One-Two-Three: High-Momentum Stocks in Focus! TeamViewer, RE Royalties, and PayPal Are Taking Off
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Take note! The stock market is (still) ignoring key developments at Desert Gold, Evotec, and Mutares!
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The Big Tungsten Question: Shortages – Price Spikes – Nervousness! Almonty Provides Answers
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The Clock Is Ticking in Europe: How Group Eleven, Volkswagen, and thyssenkrupp Are Positioning for the Transition
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The Future of the Steel Industry: What Strategic Resources Can Do for ArcelorMittal, Salzgitter, and Others
Commented by Armin Schulz on May 8th, 2026 | 07:40 CEST
Capitalize on the Copper Shortage: BYD, Power Metallic Mines, and Intel in the Spotlight of the Supply Crisis
The recent copper rally is not just a short-term fad, but a fundamental shift. Automakers, commodity firms, and chip companies are suddenly all caught up in the same trend. That is because the energy transition and the AI boom are devouring vast quantities of the red metal. While BYD, as an electric vehicle giant, uses massive amounts of copper, Power Metallic Mines, as a raw materials supplier, secures polymetallic deposits. Intel, in turn, needs the metal for the cooling infrastructure of its AI data centers. Supply shortages and geopolitical risks are intensifying the race. Amid this tension, we are focusing on three companies: BYD, Power Metallic Mines, and Intel.
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Commented by Stefan Feulner on May 8th, 2026 | 07:35 CEST
Leonardo, Volatus Aerospace, Hensoldt – War and AI Drive the Next Billion-Dollar Boom
Modern warfare is fundamentally transforming the global security architecture while simultaneously creating growth markets worth billions. Drones, autonomous systems, digital reconnaissance, and AI-driven defence technologies are gaining significant importance due to conflicts in Ukraine and the Middle East. Countries worldwide are increasing their military budgets and investing specifically in electronic warfare, cybersecurity, and smart weapon systems. Companies that positioned themselves early on with scalable platforms, sensor technology, or autonomous solutions are already benefiting from bulging order books and sharply rising margins. Integrated systems combining hardware, software, and data analysis are in particularly high demand—a market that may only be at the beginning of a long-term supercycle.
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Commented by André Will-Laudien on May 8th, 2026 | 07:30 CEST
One-Two-Three: High-Momentum Stocks in Focus! TeamViewer, RE Royalties, and PayPal Are Taking Off
The situation in the Middle East is now calming down—or is it? Despite lingering doubts, the indices have already started moving higher. Some stocks have even capitalized on the volatile environment, sending their charts soaring on the back of improved outlooks, while others continue to suffer from the uncertainty. Defence, security, and military stocks, in particular, are losing steam in this environment, having profited from the turmoil for months. The markets breathed a noticeable sigh of relief yesterday, but any new report from the region could turn sentiment on its head within minutes. From an economic perspective, this is likely not the end of the crisis for investors, but rather a temporary interlude full of opportunities and risks. Those who look closely now can profit in areas where no one has really wanted to be for months.
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Commented by Carsten Mainitz on May 8th, 2026 | 07:25 CEST
Take note! The stock market is (still) ignoring key developments at Desert Gold, Evotec, and Mutares!
The past few weeks have been challenging for stock market traders. However, investors should not dwell too long on missed opportunities; they still exist across a wide range of industries and for various reasons. Desert Gold, Evotec, and Mutares currently stand out. These companies have one thing in common: their groundbreaking progress has so far been ignored by the stock market and is only partially reflected in their prices. This opens up lucrative opportunities for forward-thinking investors. Analysts see significant upside potential for all three stocks. Who is leading the race?
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Commented by André Will-Laudien on May 8th, 2026 | 07:20 CEST
The Big Tungsten Question: Shortages – Price Spikes – Nervousness! Almonty Provides Answers
Shortages, price hysteria, jitters—who is keeping their cool in the critical metals market? Almonty has the answer and, for several weeks now, has been a new source for the critical element tungsten. In an environment where geopolitical fires and supply uncertainties keep commodity markets on their toes, and new realities emerge daily, the question of alternative sources for critical metals is gaining traction. The major stock indices are feeling this nervousness, with prices on a rollercoaster ride, but after a pronounced rally over the past 24 months, many assets are no longer cheap. With metal prices having increased tenfold, it is far more difficult for analysts to set fair price targets for producers. An interesting debate is unfolding; experts are sharpening their pencils, and investors are looking at charts that so far point in only one direction: northward. We provide a few facts.
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Commented by Armin Schulz on May 8th, 2026 | 07:15 CEST
The Clock Is Ticking in Europe: How Group Eleven, Volkswagen, and thyssenkrupp Are Positioning for the Transition
The global economy is being shaken up by three major forces: the push for decarbonization, geopolitical tensions, and the race toward electromobility. For the steel industry in Europe, this means a tough transition—after all, it accounts for 7% of greenhouse gas emissions. At the same time, the EU mandates that by 2030, one-tenth of strategic raw materials must come from domestic sources. Vehicle manufacturers, in turn, are grappling with Scope 3 emissions from their supply chains. Energy prices are skyrocketing, supply chains are breaking down—but that is precisely where opportunities lie. We take a look at the current situation at Group Eleven Resources, Volkswagen, and thyssenkrupp.
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Commented by Nico Popp on May 8th, 2026 | 07:10 CEST
The Future of the Steel Industry: What Strategic Resources Can Do for ArcelorMittal, Salzgitter, and Others
The steel industry has been under significant pressure to transform for years, particularly in Europe. Following the full-scale invasion of Ukraine in 2022, the war in Iran is now causing yet another shock. As a result, the decarbonization of the industry is no longer just a green vision but an economic necessity. While the transition to hydrogen requires billions in investment, competition for the strategic raw materials needed for this is intensifying at the same time. Steel producers are struggling with retrofitting their existing facilities and volatile margins, while problem solvers like Strategic Resources are increasingly coming into focus. The company offers intermediate products for the steel industry that make the sector's transformation possible in the first place. The key figures are promising, yet this potential has not yet gained traction in the market. Reason enough to shed light on the situation and highlight opportunities.
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Commented by Fabian Lorenz on May 8th, 2026 | 07:05 CEST
The gold sector is in the throes of price, takeover, and IPO fever! Lahontan Gold is becoming a money-printing machine!
Things are heating up again in the gold sector. The price per ounce is marching toward USD 4,700. Experts believe a year-end price of around USD 6,000 is possible, with the trend continuing upward. The takeover carousel is also spinning again. A billion-dollar merger is in the works in Australia, and it could even lead to a bidding war. Meanwhile, Barrick Mining wants to take its US operations public because the company believes they are undervalued. The heart of "North American Barrick" is Nevada Gold Mines, a key driver behind the expected valuation of more than USD 60 billion. The IPO is drawing the attention of global gold investors to Nevada's world-class mining jurisdiction. There, Lahontan Gold is currently in what is likely the most value-creating phase of the entire corporate cycle: the transition from explorer to producer. As early as next year, the company aims to produce gold at a cost of USD 1,200 per ounce and "print money."
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Commented by Mario Hose on May 8th, 2026 | 07:00 CEST
Yield Hunters Take Note! TUI and Novo Nordisk Signal a Rebound – Zefiro Methane Launches the Methane Revolution
May 2026 is shaping up to be an exciting month for strategic investors and yield hunters. While the major players, TUI and Novo Nordisk, are already beginning to stage a strong rebound following a period of consolidation, a new dynamic is quietly emerging that could influence share prices going forward. Demand for travel remains robust, while the Danish pharma giant's market dominance has been reinforced by seemingly strong quarterly results, making both stocks attractive candidates for a recovery rally. While established companies provide a degree of "stability," a specialized environmental services provider aims to disrupt the sustainability market. Zefiro Methane may be on the verge of a major operational breakthrough and is also approaching a key technical price level. Investors who correctly interpret the signals of expansion and technical strength may recognize a rare combination of solid fundamentals and explosive potential. It is time to take a closer look at the companies currently driving the market.
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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!
"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?
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
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
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
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
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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