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Commented by Fabian Lorenz on March 24th, 2026 | 07:30 CET

Critical Raw Material for Ammunition: Antimony Resources Approaching a Key Milestone – and Then a US Government Entry?

  • antimony
  • hightech
  • Defense
  • flameretardant
  • CriticalMetals

Raw materials are increasingly becoming a critical factor in ammunition production. Alongside tungsten, antimony is one such material. This largely unknown mineral is critical for flame retardants, batteries, alloys, electronics, and, of course, ammunition. At the same time, the US is 100% reliant on imports. Antimony Resources is developing what is likely one of the most promising deposits in North America. A resource estimate is expected to be released by June. Then, the US government might even step in. This is speculation, but there have already been examples since last year of the Trump administration taking such decisive action to secure critical raw materials.

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Commented by Armin Schulz on March 24th, 2026 | 07:25 CET

From Silver North Resources to Volkswagen to Super Micro Computer: Where Are the Best Opportunities Now?

  • Mining
  • Silver
  • Electromobility
  • chips
  • Investments

Markets remain under pressure as interest rate uncertainty and geopolitical risks weigh on sentiment. While some are losing their nerve in the face of volatility, three companies from completely different industries reveal the strategic shifts taking place behind the scenes. Beyond the recent drop in stock prices, there is another common thread. Whether in Silver North Resources' drill holes, Volkswagen's electric vehicles, or Super Micro Computer's AI servers, silver is proving to be the connecting element of a transformation sweeping across all industries. Today, we analyze which stocks have the potential for a turnaround.

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Commented by Fabian Lorenz on March 24th, 2026 | 07:20 CET

Oil Price at USD 150? Is Now the Time to Buy Energy Stocks? Siemens Energy, SMA Solar, and Dividend Star RE Royalties

  • royalties
  • dividends
  • renewableenergy
  • Energy
  • Solar

Will the oil price climb to USD 150 in the short term? Barclays considers this extreme scenario possible. From the US bank's perspective, the driving force is, of course, the war in Iran. This is keeping the stock market on edge. Price swings are also severe for energy stocks. But this creates buying opportunities. RE Royalties, for example, is once again attractive with a dividend yield of 10% and the potential for rising prices. At Siemens Energy, the dividend yield is well below 1%. However, analysts expect a significant increase in the payout. Nevertheless, they do not consider the DAX-listed company's stock a Buy. And what about SMA Solar? Is the rally over? The price-to-sales ratio does not appear high.

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Commented by Nico Popp on March 24th, 2026 | 07:15 CET

Energy Crisis Escalates: A.H.T. Syngas Comes to the Rescue of Small and Medium-Sized Businesses – Haffner and Vow Position Themselves

  • syngas
  • biochar
  • renewableenergy
  • Energy
  • decarbonization
  • geopolitics

The escalation of the war in the Middle East and the de facto blockade of the Strait of Hormuz are putting energy supply chains and the raw materials they depend on to the test. Since approximately 20% of global LNG trade flows through the strait, European natural gas prices have skyrocketed to record levels. The Dutch TTF benchmark reached a level of over EUR 90 per MWh in early March - a threefold increase within a few days that threatens the upturn in the manufacturing sector. In this market environment, the spotlight is turning to companies that offer immediately available, decentralized solutions for energy self-sufficiency. While many corporations are still stuck in long-term planning for a comprehensive hydrogen infrastructure, players like Haffner Energy and Vow are driving niche solutions for heavy industry and logistics. For medium-sized industrial companies, however, A.H.T. Syngas Technology offers a promising solution. Investors should recognize the dependence on global supply chains and bet on companies that are smartly tackling high energy costs.

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Commented by Armin Schulz on March 24th, 2026 | 07:10 CET

Sangdong Is More Than Just a Mine: How Almonty Industries Is Emerging as a Strategic Pillar for Western Supply Chains

  • Mining
  • Tungsten
  • Defense
  • hightech
  • Producer
  • Investments

For decades, tungsten was a blind spot in commodity markets - technically indispensable, yet strategically overlooked. That perception is now shifting rapidly. As Western economies reassess their dependence on Chinese supply chains for defense and high-tech applications, Almonty Industries is transitioning from developer to producer at its Sangdong project in South Korea. What follows is not merely the start of production, but a structurally important addition to Western supply security.

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Commented by Stefan Feulner on March 24th, 2026 | 07:05 CET

Uranium Energy, American Atomics, Energy Fuels: Strong Political Tailwind

  • nuclear
  • renewableenergy
  • Uranium
  • Energy

The uranium market is undergoing a structural shift. The AI boom, data centers, and geopolitical tensions are driving up demand for reliable baseload energy. Nuclear energy is becoming a key technology of the digital age. At the same time, capital from Silicon Valley is flowing directly into the sector. The development of Western supply chains and new subsidy programs could trigger a revaluation with enormous potential for investors.

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Commented by Mario Hose on March 24th, 2026 | 07:00 CET

Volatus Aerospace: TSX Uplisting Signals a New Phase for the Drone and Defense Specialist

  • Drones
  • Defense
  • hightech
  • aerospace

At the intersection of technology and national security, a Canadian company is gaining significant traction: Volatus Aerospace. In a short time, the company has evolved from a niche specialist into a recognized player in unmanned aviation and is now listed on the Toronto Stock Exchange. Drones are no longer mere gadgets - they have become essential tools in modern defense and industrial applications. Conflicts such as those in Ukraine and rising tensions around Iran underscore a clear shift: traditional weapons systems are often too costly, inflexible, and slow to deploy. This report examines how Volatus is capitalizing on this transition through targeted acquisitions, government support, and a clearly defined strategic roadmap.

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Commented by Nico Popp on March 23rd, 2026 | 07:35 CET

Silver Shortage Drives the Market: Why Silver Viper Is Significantly More Dynamic Than Fresnillo and Pan American Silver

  • Mining
  • Silver
  • hightech
  • Electromobility
  • AI
  • photovoltaics

The silver market is currently reaching its capacity limits. A supply deficit that has persisted for six years, totaling 820 million ounces by the start of this year, is being met with record demand. Key drivers include photovoltaics, electric mobility, and the rapid expansion of data infrastructure. Solar energy alone consumed around 448 million ounces in the first half of 2025, as new cell types require more silver. This drove the price above USD 100 per troy ounce. Against this backdrop, market leaders such as Fresnillo and Pan American Silver must replace their dwindling reserves in established mining regions like Mexico with high-quality resources. This hunger for resources directly impacts companies at the beginning of the value chain. Agile explorers controlling projects in close proximity to existing infrastructure are coming into focus. One such example is Silver Viper Minerals, which is strategically positioned within the Mexican silver sector through its acquisition of the Coneto project and the involvement of Fresnillo as a key shareholder. We highlight the opportunities for investors.

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Commented by Armin Schulz on March 23rd, 2026 | 07:30 CET

Is US Ammunition Capacity at Its Limit? Antimony Resources Delivers What Washington Needs for "Unlimited" Firepower

  • Mining
  • antimony
  • Defense
  • hightech
  • flameretardant
  • armaments

As geopolitical tensions mount in the Middle East and Washington speaks of "unlimited" ammunition capacity, a critical bottleneck in the supply chain is becoming increasingly apparent: antimony. This unassuming semimetal, essential for modern weapon systems and high-tech industries, is scarcer than ever. China has turned off the export tap. A Canadian company is stepping into this very vacuum. With one of North America's most promising projects, Antimony Resources aims to secure the West's strategic independence.

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Commented by Mario Hose on March 23rd, 2026 | 07:25 CET

Hunting for Bargains After the Sell-Off: What Investors Need to Know About SAP, Vonovia, and Pure One Right Now

  • Hydrogen
  • GreenTech
  • cleantech
  • greenhydrogen
  • Software
  • RealEstate

The stock market currently resembles a battlefield where even the strongest names find little mercy and are getting hammered. Whether it is software pioneers like SAP or real estate giants like Vonovia, the massive sell-off has left deep scars in some portfolios. But while many investors are pulling the ripcord in a panic, something completely different is brewing behind the scenes. The fundamental strength of these companies is often completely forgotten amid the current market noise. Whether AI will really destroy and replace as much as feared at SAP remains to be seen. Things get particularly exciting when you look beyond the horizon to Australia, where Pure One is currently blazing entirely new trails in clean mobility. All three stocks currently share a rather depressing price level, which could, however, form the basis for a massive recovery. In this report, we analyze why sentiment might be worse than reality and where the hidden treasures might be buried. Will SAP and Vonovia find their bottom? And can Pure One celebrate its long-awaited breakthrough through strategic milestones? Read the analysis now on the courage required, new market lows, and the hope for imminent price surges.

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Commented by Stefan Feulner on March 23rd, 2026 | 07:25 CET

JinkoSolar, Stallion Uranium, Yara – New Opportunities in the Wake of the Energy Crisis

  • Mining
  • Uranium
  • renewableenergy
  • Energy
  • nuclear
  • decarbonization

The global economy is on the brink of a tectonic shift. Skyrocketing energy prices, geopolitical tensions, and the rapid rise in global electricity demand are forcing governments and industries to rethink their strategies. While renewable energy is being expanded on a massive scale, nuclear energy is also making a comeback as a stable baseload source. At the same time, commodity and agricultural markets are coming under increasing pressure due to disrupted supply chains. This complex situation is creating a new reality in the markets. Those who supply the key technologies or control critical resources could be among the big winners in the coming years.

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Commented by Armin Schulz on March 23rd, 2026 | 07:20 CET

Sell-off at Barrick Mining, Lahontan Gold, and Newmont: Why Now Is the Perfect Time to Buy More

  • Mining
  • Gold
  • Commodities
  • Investments

The Fed's recent decision, with its hawkish tone, has shaken the gold market and triggered a sharp correction. What looks like a sell-off, however, turns out to be a classic entry point for strategic investors. The structural drivers - geopolitical uncertainty, chronic over-indebtedness, and the ongoing crisis of confidence in monetary policy - remain firmly in place. This is precisely where a promising opportunity is now emerging. We take a closer look at three gold companies that are now coming into focus: Barrick Mining, Lahontan Gold, and Newmont.

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Commented by Fabian Lorenz on March 23rd, 2026 | 07:15 CET

Over 150% Upside Potential: Commodity Gem Power Metallic Mines Poised for Revaluation

  • Mining
  • Commodities
  • PGEs
  • Copper

The next Buy rating is here. Analysts at GBC Research published their inaugural report on Power Metallic Mines last week. Given the significant potential of the multi-metal project in Canada, they recommend the stock as a "Buy" and even see the possibility of a full revaluation. The price target is set at CAD 2.85, or EUR 1.81, implying a current upside potential of more than 150%. Recent drill results also indicate that Power Metallic Mines may currently be undervalued. The company hosts a world-class multi-metal deposit containing copper, platinum, palladium, cobalt, gold, and silver. The first resource estimate is expected soon, marking a key milestone for investors.

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Commented by André Will-Laudien on March 23rd, 2026 | 07:10 CET

Sharp Corrections for the DAX, NASDAQ, BTC, Gold, and Silver – But Almonty Industries Is Showing Its Strength!

  • Mining
  • Tungsten
  • Defense
  • hightech
  • Investments

17% of Qatar's LPG capacity was destroyed last week, with damage expected to last 2 to 3 years. What madness! Iran is targeting critical infrastructure of Western allies in response to Israeli-American aggression. This brings back the horror scenarios from the COVID-19 pandemic, as we are likely to witness the collapse of global supply chains - at least for a few months. For the capital markets, this means constant stress mode, with high volatility and a downward trend. Even safe havens like gold and silver are under massive selling pressure - presumably due to liquidity shortages. One commodity, however, is trending from one high to the next: tungsten. This critically important metal for the defense industry has reached prices of up to USD 2,800 per metric ton unit (MTU). One company particularly exposed to this trend is Almonty Industries, already up over 2,000% in the last 18 months. What is next here?

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Commented by Stefan Feulner on March 23rd, 2026 | 07:05 CET

Siemens Energy, A.H.T. Syngas Technology, Plug Power – Energy Demand Is Overwhelming Old Systems

  • biochar
  • syngas
  • renewableenergy
  • Energy
  • Hydrogen

Global electricity demand is skyrocketing. At the same time, existing grids are reaching their limits, while volatile renewable energy sources are creating new challenges for supply security. As a result, the need for stable infrastructure, flexible energy sources, and decentralized solutions is growing rapidly. In addition to traditional large-scale projects, the focus is increasingly shifting toward innovative technologies, ranging from more efficient grids to alternative gases and hydrogen. This creates an exciting environment for investors, where new winners of the energy transition are emerging.

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