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Commented by Stefan Feulner on April 17th, 2026 | 07:35 CEST

ASML, Group Eleven Resources, Aixtron – Europe with Game-Changing Potential

  • Mining
  • PGMs
  • zinc
  • Technology
  • semiconductor
  • CriticalMetals

Europe is emerging as the epicenter of a new commodities and technology boom. While a near-monopolist with record margins is driving the global chip industry and reaping the benefits of exploding AI demand, a potential game-changer in the commodities sector is taking shape on the continent. High-grade polymetallic deposits, combined with a strategic location and low costs, could significantly reduce dependence on imports. Massive investments and expanded drilling programs are accelerating the development toward a potential key role in European supply. At the same time, optimistic forecasts in the semiconductor sector are providing additional momentum. Europe could thus benefit twice over, both technologically and in terms of raw materials.

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Commented by Armin Schulz on April 17th, 2026 | 07:30 CEST

Bayer, MustGrow Biologics, and Yara International: How to Capitalize on the 40% Fertilizer Price Surge in Your Portfolio

  • Agritech
  • biologics
  • Sustainability
  • mustard
  • Agriculture

Since late February 2026, the war in Iran has blocked the Strait of Hormuz, sending nitrogen fertilizer prices soaring by 40%. While geopolitical shocks are disrupting supply chains, unusual opportunities are emerging for savvy investors. Analysts warn that the shortage of urea and other fertilizers will persist through the end of the year. But it is not just traditional manufacturers benefiting; smart alternative concepts are also stepping into the spotlight. Three completely different players in the agricultural sector could benefit disproportionately from the supply chaos: Bayer, MustGrow Biologics, and Yara International.

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Commented by André Will-Laudien on April 17th, 2026 | 07:25 CEST

Gold at USD 4,800 – Largely Overlooked and Gaining Momentum: Desert Gold Set for First Production in 2026

  • Mining
  • Gold
  • Commodities
  • Africa
  • geopolitics

After a dream rally over the past 12 months, the gold price paused just below the USD 5,000 mark. The reason: between 2025 and January of this year, the precious metal surged by 130% to USD 5,400. Supply constraints and imbalances in derivatives markets, particularly in silver, pushed prices for physical metal sharply higher. Most gold producers and advanced explorers saw revaluations of up to 500%. Desert Gold also doubled in value during this period; however, the market has so far largely overlooked the company's strong positioning to begin production in 2026. The German research firm GBC has set a price target of CAD 0.93, which implies substantial upside from the current level of around CAD 0.14. Investors should keep in mind that gold investments have historically served as a hedge against geopolitical uncertainty. They can help stabilize portfolio returns and preserve purchasing power over the long term. A closer look is warranted.

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Commented by Fabian Lorenz on April 17th, 2026 | 07:20 CEST

Sell Nordex? Verbio Faces Analyst Skepticism - Dividend Gem RE Royalties at a Strategic Turning Point

  • royalties
  • dividends
  • renewableenergy
  • biofuels

A major development at RE Royalties. Management is responding to the clear undervaluation and is reviewing all strategic options, including a potential sale. The move appears justified, as the dividend yield of around 10% seems unusually high. The stock could arguably be trading at significantly higher levels. Is a revaluation now on the horizon? What kind of momentum can be unleashed has already been demonstrated by Nordex and Verbio. Both stocks have performed extremely well in recent months. However, analysts are now turning more cautious. At Nordex, order intake is declining, while something unusual stands out in analyst commentary on Verbio.

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Commented by Nico Popp on April 17th, 2026 | 07:15 CEST

The Antimony Crisis: Antimony Resources at the Heart of Western Supply Security – How Lockheed Martin and Rio Tinto Are Responding

  • Mining
  • antimony
  • Defense
  • hightech
  • CriticalMetals

Shiny, silvery antimony has become a central element of the Western security architecture. China's export restrictions, which culminated in a targeted export ban on the US in 2024, forced Western supply chains to realign. Securing domestic supplies has thus become imperative, overshadowing short-term cost considerations. While defense giants like Lockheed Martin are desperately searching for reliable sources to maintain production of modern defense systems and mining companies like Rio Tinto are investing in processing capacity, specialized antimony companies are coming into focus. Antimony Resources is advancing the development of the Bald Hill project in New Brunswick, which is considered one of the most significant future antimony sources in North America. The company offers investors direct access to a market where small companies are becoming indispensable partners to industry, presenting significant opportunities for investors.

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Commented by Carsten Mainitz on April 17th, 2026 | 07:10 CEST

The Perfect Time to Buy: dynaCERT – Innovative Bridge Technology Hits the Mark!

  • Hydrogen
  • cleantech
  • GreenTech

When a company makes tangible operational progress but remains overlooked by the market, it can create opportunities for investors with a longer-term perspective. This currently appears to be the case with dynaCERT right now. The Canadian company's retrofit technology for diesel engines targets two critical variables: cost efficiency and emissions reduction. By generating hydrogen on demand and introducing it into the combustion process, fuel consumption and emissions can be measurably reduced. The energy crisis and increasing regulation of greenhouse gas emissions also play into the company's hands. Analysts attest to the stock's potential for significant appreciation!

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Commented by Mario Hose on April 17th, 2026 | 07:05 CEST

Top News! Hydrogen Breakthroughs and Drone Defense: Are Plug Power, DroneShield, and First Hydrogen Finally Taking Off?

  • Hydrogen
  • cleantech
  • Drones
  • Fuelcells
  • Defense

The global economy is undergoing structural change. Due to global crises and the desire for greater energy independence, renewable energy is once again becoming a focus of investor interest. Against this backdrop, three companies are attracting renewed investor attention. While operating in very different segments - hydrogen infrastructure, counter-drone defense, and hydrogen-powered robotics - they share a common thread: positioning themselves in markets with strong structural tailwinds and increasing government involvement. One stock in particular could soon see a sharp rise following a quiet period and new investments, much like it did last year. Those who look closely may spot the signs of a potential recovery. We take a closer look at the three companies that could play a key role on the stock market in the coming months.

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Commented by Nico Popp on April 17th, 2026 | 07:00 CEST

Tungsten in Focus: Almonty's Strategic Position and the Battle for Western Resource Sovereignty – Implications for SpaceX and Sandvik

  • Mining
  • Tungsten
  • Defense
  • hightech
  • geopolitics

Wars and the shifting of power blocs are driving major changes across many industries. Technological breakthroughs and visionary ideas are already beginning to take shape. In this context, the element tungsten is becoming increasingly important. With the highest melting point of any metal at 3,422 °C, a density nearly equal to that of gold, and exceptional hardness, this material is largely irreplaceable in metalworking, the defense industry, semiconductor manufacturing, and, more recently, nuclear fusion. For a long time, the global market for tungsten was dominated by China, which controlled over 80% of mine production and nearly 70% of processing capacity. But this era ended abruptly when the Chinese Ministry of Commerce announced strict export controls on 25 strategic metals, including tungsten, in February of last year. At the same time, the so-called REEShore Act came into effect in the US, strictly prohibiting the use of Chinese tungsten in military equipment starting in 2027. In its report "Global Critical Minerals Outlook 2025," the International Energy Agency (IEA) rightly emphasizes that it is crucial to closely monitor such concentrated supply chains for the sake of global security and defense capabilities.

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Commented by Carsten Mainitz on April 16th, 2026 | 07:30 CEST

Almonty Industries: Strategic Reassessment Opens Up Further Upside Potential

  • Mining
  • Tungsten
  • Defense
  • hightech
  • geopolitics

It is a good thing when a company has what many others want. This is particularly true for Almonty Industries. The US-based company produces the critical raw material tungsten, which is in high demand and irreplaceable across many industries due to its unique properties, such as extreme heat resistance and the ability to withstand enormous pressure. Demand is rising enormously, particularly in the defense industry. Almonty is set to become the largest tungsten producer outside of China in the foreseeable future. Its main production site in Sangdong, South Korea, was designed to generate high margins even in a low-price environment of USD 350 per metric ton unit (MTU). The price currently stands at USD 3,000 per MTU. Analysts are factoring in only a fraction of that. Given the fundamentally changed market conditions, a revaluation of the stock will begin, taking into account the new reality and the company's geopolitical significance.

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Commented by Mario Hose on April 16th, 2026 | 07:25 CEST

Gold and Silver Runs and Copper Dreams: Why Barrick Mining, First Majestic, and Power Metallic Are Setting the Pace Right Now

  • Mining
  • PGMs
  • Copper
  • Gold
  • Silver
  • Commodities
  • geopolitics

The global economy is in a phase where it feels like nothing is the way it used to be. In this situation, commodities are once again inexorably moving back into the spotlight. While established giants like Barrick Mining and First Majestic Silver form the foundation of any solid commodities portfolio, investors are increasingly on the lookout for the next big breakthrough in critical metals. Copper, nickel, and platinum group metals are the fuels of modern industry, but where can one still find exceptional grades today that offer real potential for revaluation? In this report, we take a detailed look at the industry giants and analyse why a smaller but up-and-coming player like Power Metallic Mines is currently making waves with spectacular drill results. Learn why the current market phase could present a rare opportunity and which technical chart levels could now determine the next major price surge.

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Commented by Armin Schulz on April 16th, 2026 | 07:20 CEST

Lahontan Gold Debunks Industry Myths and Advances Toward Gold Production with Limited Dilution

  • Mining
  • Gold
  • Silver
  • Commodities
  • Production

Most gold developers on the TSX Venture Exchange follow a dismal pattern: lots of talk, little substance, and endless dilution. Things are different at Lahontan Gold. It is not a greenfield project, but a historic mine with water, electricity, and a clear path forward. While others dream of striking it rich, this team has validated old drill data, closed a financing round, and set the stage for gold production. We look at three myths around exploration companies and why this company debunks them all.

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Commented by Fabian Lorenz on April 16th, 2026 | 07:15 CEST

Massively Undervalued Gold Stock? Desert Gold Launches a 500% Rally!

  • Mining
  • Gold
  • Commodities
  • Africa
  • geopolitics
  • Investments

As gold completes its correction and attention turns to reclaiming the USD 5,000 mark, one gold stock is already taking off in a big way. Analysts even consider a rally of more than 500% possible. That is because Desert Gold plans to produce gold for the first time this summer. Yet the company is still valued at less than EUR 25 million - something analysts consider far too low. In addition to starting production, the company is working on expanding its resource. There is also takeover speculation.

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Commented by Nico Popp on April 16th, 2026 | 07:10 CEST

The Crisis as a Wake-up Call: dynaCERT, Hapag-Lloyd, and Brookfield at the Forefront of Decarbonization

  • Hydrogen
  • cleantech
  • GreenTech
  • decarbonization

The state of the global economy, caught between wars and an energy price shock, is forcing industry and the logistics sector to take immediate action. As energy prices rise, stricter climate protection regulations are also demanding a shift away from fossil fuels. In this market environment, major shipping companies like Hapag-Lloyd are seeking solutions that take effect immediately to reduce their fleets' fuel consumption without lengthy retrofits. In the aviation sector, too, discussions are already underway about canceling flights or using only modern aircraft with lower fuel consumption. While the economy struggles with these conditions, well-capitalized financial market players like Brookfield Asset Management are investing heavily in the industry's transformation. As a developer of a bridging technology, dynaCERT offers an immediately available retrofit solution for diesel engines with its innovative HydraGEN approach, which directly reduces fuel consumption and improves the emissions balance. Since this business model is perfectly suited to the current times, it is worth taking a detailed look at the industry and the company.

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Commented by André Will-Laudien on April 16th, 2026 | 07:05 CEST

Volatus Aerospace on the Rise – From Aerial Imagery to a Question of Power: Drone Technology Is Shaping the Future

  • Drones
  • Defense
  • aerospace
  • geopolitics

The skies no longer belong solely to airplanes. Drones are rapidly evolving from niche tools into a core technology across industries. They are man-made, but ultimately superior, because they see better and act without emotion according to predefined patterns. They enhance data collection, automate processes, and expand operational capabilities—from agriculture to security. What was once experimental is now becoming systemically relevant. Autonomous systems secure energy supplies, facilitate rescue operations, and modernize global supply chains. Their dual utility makes them a key infrastructure of the digital age. For whoever possesses drone technologies increasingly controls the flow of data and resources and optimizes protection against unwanted threats. A trend that is clearly gaining momentum in the financial markets, with one name at the forefront: Volatus Aerospace.

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Commented by Fabian Lorenz on April 16th, 2026 | 07:00 CEST

Winners and Losers of the Iran War: Rheinmetall, TUI and A.H.T. Syngas

  • syngas
  • Sustainability
  • Travel
  • Defense
  • geopolitics

Analysts see nearly 150% upside potential for A.H.T. Syngas shares. The company offers a clean alternative to natural gas. In an interview, the CEO reports a "real surge" since the war in Iran. Analysts expect significantly rising revenues and profits. Could these projections even be too conservative? Rheinmetall is certainly not undervalued. Moreover, the defense contractor seems out of step with the times with its "heavy military equipment." But with drones and missiles, the company aims to keep pace with the times and is forming partnerships to that end. TUI, on the other hand, is struggling with the consequences of the Iran war. Cruise ships are stranded, kerosene prices are rising, and vacation destinations in the Arab world are not being booked. Nevertheless, analysts are surprisingly optimistic.

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