Commented by Fabian Lorenz on October 16th, 2026 | 09:35 CEST
Buying Opportunities? TKMS, Almonty and Vonovia: Should Investors Add These Stocks to Their Portfolios?
The Almonty share price has been volatile. The tungsten producer has been one of the success stories in the commodities sector in recent years. With the Sangdong mine in South Korea, the company is moving into the ranks of leading Western producers of the critical raw material. Pullbacks have repeatedly presented buying opportunities in the past. Is the same true now? The CEO recently offered an optimistic outlook, and a historic milestone is set to be reached next week. Analysts also see a buying opportunity in TKMS. In their view, the share's sideways movement since its IPO is unwarranted. TKMS has recently secured another billion-euro contract. After a 30% decline this year, Vonovia shares are trading at 2023 levels. Interest rate fears and expropriation uncertainty are weighing on the stock. The expropriation issue has escalated further in recent weeks.
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Commented by Tarik Dede on October 16th, 2026 | 05:41 CEST
Energy Stocks in Focus: Shell, NU E Power and Chevron
Created and Published on Behalf of NU E Power Corp.
The energy sector is currently a key driver in global stock markets. The oil industry is facing supply constraints, while petroleum products such as kerosene and diesel are in short supply and expensive. The geopolitical situation, with conflicts in the Persian Gulf and between Russia and Ukraine, is adding to the challenges facing industrial and household consumers. At the same time, the expansion of data centres is placing enormous demands on power infrastructure, particularly on the ageing electricity grid in the United States. These developments are reshaping the operating environment for energy companies. This article examines Shell, NU E Power and Chevron and their respective positions in the changing energy landscape.
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Commented by Nico Popp on October 16th, 2026 | 05:39 CEST
Aqarios Quantum Technologies, IBM and D-Wave: Who Will Win the Race to Bring Quantum Computing to Industry?
The global race to make quantum computers commercially viable is accelerating. Government bodies and tech giants are investing large sums in the technology. Industry is already seeking quantum-computing-based solutions. A clear divide is emerging in the market: on one side are the builders of extremely expensive computers; on the other, developers of highly specialised software that makes the hardware usable in everyday factory operations. We examine the trend and show which companies could be of interest to investors.
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Commented by Lars Winter on October 16th, 2026 | 05:32 CEST
Zefiro Methane, LVMH and thyssenkrupp: Three Promising Stocks Poised for a Re-Rating
Created and Published on Behalf of Zefiro Methane Corp.
Zefiro Methane is achieving an operational turnaround as its order book continues to fill. LVMH shows the first glimmers of hope but continues to struggle in China. At thyssenkrupp, the group's breakup could unlock billions in hidden value. All three stocks have fresh potential catalysts ahead of important strategic decisions, but their opportunities and risks differ. We take a closer look at the three promising stocks in this news update.
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Commented by André Will-Laudien on October 16th, 2026 | 05:30 CEST
Correction, Then the AI Chip Rally Continues! AMD, Micron Technology, Infineon and Standard Uranium in Focus
Even the NASDAQ needs to consolidate from time to time. This does not change the fact that the AI and semiconductor rally could resume as soon as the first signs of recovery emerge. The underlying megatrend remains intact despite short-term market turbulence. A key driver behind the scenes is the seemingly insatiable demand for energy and hardware from modern data centres. While chipmakers such as AMD supply advanced processors, Micron Technology provides the ultra-fast high-bandwidth memory needed to handle enormous data flows. To maintain this performance reliably, the focus is shifting to highly efficient power semiconductors from Infineon, which optimise electricity consumption directly at the source. However, the infrastructure's immense electricity requirements also call for reliable, low-carbon baseload power, bringing nuclear energy back into focus. This is where uranium explorer Standard Uranium comes in, potentially benefiting from the global race to secure supplies of this important raw material. Investors who use the current pullback to enter the market could reap the next harvest as early as the expected year-end rally.
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Commented by Jens Castner on October 16th, 2026 | 05:27 CEST
Flying the Flag: France Rearms – Daimler Truck, Airbus and HPQ Silicon Stand to Benefit
French government bonds are under pressure, and fears of a new euro crisis are spreading through the markets. But Paris is not cutting back on defence. The beneficiaries are truck manufacturer Daimler Truck, aircraft manufacturer Airbus and a Canadian small-cap stock that analysts do not yet have on their radar: HPQ Silicon. The company holds a 36.8% stake in Novacium, a battery specialist based in the Greater Lyon area that significantly improves battery performance and therefore recently made headlines with pioneering military orders for radios and drones. A US electric vehicle manufacturer is now also testing the cells. A hidden gem and two established large corporations – investors should keep an eye on these stocks.
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Commented by Nico Popp on October 16th, 2026 | 05:26 CEST
B2Gold, Barrick Mining and Desert Gold: Gold rush despite geopolitical hurdles
Gold production in Mali is booming. According to data from the mining ministry reported by Reuters, industrial gold production rose by around 30% to 23.5 tonnes in the first half of 2026, exceeding the government's forecast despite logistical difficulties and geopolitical tensions. While major gold producers, many of which also have projects in Mali, negotiate with the government and make strategic decisions, a nimble exploration company is advancing its large-scale project in the immediate vicinity. We examine the situation in Mali and explain how Desert Gold is progressing towards production at its SMSZ property.
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Commented by Stefan Bode on October 16th, 2026 | 05:24 CEST
Turnaround or Bull Trap? ABO Energy, Pferdewetten, Lahontan Gold
Whether it is sharp share price movements following major contracts, the sensitive handling of regulator-ordered financial statement reviews, or the development of potentially valuable mineral deposits, the capital markets gradually separate the wheat from the chaff. While operational progress and strategic acquisitions can help restore confidence, pending restructuring proceedings and legacy balance sheet issues at another company call for caution. This report examines three fundamentally different listed stocks that span everything from revaluation potential to existential risks, and highlights where buying in or exiting could still be worthwhile now.
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Commented by Armin Schulz on October 16th, 2026 | 05:20 CEST
Power Metallic Mines, Siemens Energy and BYD: The Export Boom in Electric Vehicles Drives Demand for Copper and Electricity
A single Chinese automaker sold 180,700 new energy vehicles overseas in September. That accounts for about 39% of its sales, more than double the figure from a year earlier. Behind this growth lies a substantial demand for raw materials, including copper and nickel for batteries and electric motors, as well as platinum-group metals for catalytic converters in hybrid vehicles. Electricity is also essential to charge all these vehicles. This illustrates what supply chains must look like to keep electric vehicles running. This plays right into the hands of raw material producers and electricity generators. Today, we take a closer look at Power Metallic Mines, Siemens Energy and BYD.
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Commented by André Will-Laudien on October 15th, 2026 | 05:43 CEST
Disruption in Orbit! Elon Musk’s SpaceX Takes on Deutsche Telekom and Vodafone, While Desert Gold Holds a Strong Hand
Whether in Mali, Japan or Chile, Elon Musk is transforming global communications. Through his space company SpaceX and its Starlink satellite network, the tech billionaire is seeking to establish a leading position in global data transmission. This aggressive expansion in orbit is putting established industry giants such as Deutsche Telekom and Vodafone under increasing pressure. Traditional network operators face significant technological and financial challenges in providing seamless mobile coverage in remote parts of the world. This is where Musk’s satellite constellation comes in, extending internet and telephone connectivity from low Earth orbit. The ambitious goal is to provide high-speed data services to even the most isolated corners of the planet. For traditional mobile operators, satellite-based connectivity presents a new competitive challenge. A blessing for people and businesses in structurally weak regions, as they benefit enormously from this straightforward network infrastructure from space. Canadian mining company Desert Gold, which is advancing several gold projects in West Africa, operates in a region where reliable connectivity can be important for remote operations. A closer look at the company and the changing communications landscape is worthwhile.
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Commented by André Will-Laudien on October 15th, 2026 | 05:41 CEST
The Big Turnaround: Could Adidas and Nike Still Make a Comeback? RE Royalties Surprises with Innovative Financing Deals
This leap backfired! Anyone looking at share price performance in the sporting goods industry will recognise a radical shift. The reason the former champions of sport are coming under increasing pressure lies in their traditional way of selling products. Today, a great trainer sells not only through compelling quality, which can sometimes come at a price, but also through emotion, environmental protection and conviction. Ultimately, industry giants relied on their retro products for too long, opening the door for aggressive challenger brands. The innovative newcomers combine athleticism with sustainability arguments and are adapting their production chains to a discerning, young customer base. New adhesives or recycled plastic reuse win at the checkout. Canadian company RE Royalties, which has established itself as a pioneer in royalty-based financing in the renewable energy sector, is also delivering genuine surprises. By opening up an entirely new line of business, the company offers tailored capital structures specifically aimed at decarbonising large industrial groups. Ultimately, this development shows that environmental responsibility and financial returns no longer have to be at odds.
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Commented by Armin Schulz on October 15th, 2026 | 05:39 CEST
SAP, Aspermont, Palantir: AI Stocks Benefit as Data Is Turned into Products
Data are the raw material for artificial intelligence. On October 6, SAP announced plans to acquire Belgian specialist TechWolf, whose technology links tasks, skills and labour market signals. The deal is expected to close in the 4th quarter. Aspermont deals with raw materials in the literal sense, having evolved from a specialist mining publisher into a provider of data and analytics. Palantir integrates data sources into platforms that enable government agencies and businesses to make decisions and take action. Artificial intelligence is now giving the data business a fresh boost. We take a closer look at SAP, Aspermont and Palantir.
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Commented by Tarik Dede on October 15th, 2026 | 05:35 CEST
Opportunities and Risks: ASML, Almonty Industries and Lynas Rare Earths in Focus
Whether driven by interest rate concerns, geopolitical tensions or high oil prices, making money in the market is no easy task right now. In times like these, it is important to focus on the operational performance of individual companies. Businesses that deliver solid profit growth and prove resilient in the face of market headwinds may be better positioned to navigate a difficult environment. Meanwhile, the ongoing euphoria around artificial intelligence may be nearing the end of the boom. Analysts estimate that around 3% of US GDP is now flowing into the AI industry alone. This would make the current boom even larger than the stock market frenzy surrounding railway shares in the 19th century. Today, we take a closer look at ASML and examine the opportunities and risks facing Almonty Industries and Lynas Rare Earths.
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Commented by Nico Popp on October 15th, 2026 | 05:31 CEST
Gold Rush in Côte d’Ivoire: Kobo Resources Drills in the Shadow of Endeavour Mining and Fortuna Mining
Côte d'Ivoire is emerging as the growth engine of the African gold industry. While neighbouring countries such as Mali and Burkina Faso face geopolitical upheaval, the country stands out for reliable permitting and direct connections to power grids and major roads. The government aims to increase annual gold production significantly within a decade, from 59 tons in 2025 to 100 tons. According to Mining Minister Sangafowa-Coulibaly, a refinery with a capacity of around 100 tons of gold is also set to begin operations in Abidjan by the end of the first half of 2027. After an all-time high of USD 5,589 in January 2026 and a correction to just below USD 4,000 in June, gold is once again trading well above that level, delivering high margins for producers. We examine the developments and highlight opportunities.
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Commented by Tarik Dede on October 15th, 2026 | 05:29 CEST
McDonald’s, dynaCERT and BioNTech: The News Moving Stock Prices
On the stock market, guilt by association is often the rule. Recently, chip stocks came under pressure, particularly in South Korea’s Kospi, even though semiconductor stocks there trade at significantly lower valuations than their counterparts in New York. Yet beyond concerns over interest rates and geopolitical tensions, inflation data or escalating trade disputes, it is worth taking a closer look at individual stocks. After all, operational developments tend to shape earnings and share price performance over the medium to long term. That is why today we are taking a closer look at McDonald’s, dynaCERT and BioNTech.
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