Commented by Fabian Lorenz on September 22nd, 2026 | 07:45 CEST

Analysts See Multibagger Potential: Nordex, Evotec and Aspermont

• Digitization
• bigdata
• Biotechnology
• Biotech
• Technology

Analysts see multibagger potential in Aspermont's stock. The Australian company appears to be making good progress in its transformation from a specialist publisher into a scalable provider of data and analytics for the global resources industry. The stock has yet to take off. Its 2028 P/E ratio is below 10. Nordex is no longer a bargain. Analysts see further growth opportunities, but the stock has already priced in much of that potential. Nevertheless, analysts recommend buying the shares. The US business is becoming increasingly important. Buying Evotec shares is not an obvious choice right now. The stock has fallen below EUR 3, while positive company news is being ignored by the market. Could this perhaps be an opportunity?

Commented by Nico Popp on September 22nd, 2026 | 07:40 CEST

Climate Protection as a Source of Returns: Companies Like BP Face Demand, Halliburton Hesitates and Zefiro Steps In

• methane
• OrphanWells
• Oil
• Energy

Created and Published on Behalf of Zefiro Methane Corp.

Forests, farms and abandoned industrial sites across the US may seem idyllic, but they often share a barely visible problem: an odourless gas is escaping from the ground that warms the climate many times more powerfully than carbon dioxide. Countless orphaned wells are left to rust away because the companies that once operated them have long since gone bankrupt. State authorities are now taking action, requiring those responsible to clean up these environmental liabilities. While companies struggle under these regulatory requirements, well-plugging specialist Zefiro Methane is turning environmental risks into tangible opportunities for investors.

Commented by Matthias Schomber on September 22nd, 2026 | 07:35 CEST

Printing, Sports and Gold: Heidelberger Druck, Adidas and Desert Gold Deserve Your Attention Now

• Gold
• Production
• Commodities
• Sportswear

Today, we are looking at three companies that deserve your full attention. Adidas is demonstrating operational strength, yet the market may be viewing the company with undue skepticism. Heidelberger Druck is moving partly away from its traditional printing business and is also eyeing the defence and security sector, where the business outlook appears more promising. Canadian mining company Desert Gold, meanwhile, is approaching a decisive step toward its first gold production. Together, these developments create an interesting mix of industries and warrant a closer look at these three stocks. Because between printing presses, sports shoes and gold bars lie opportunities that investors should know about.

Commented by Stefan Bode on September 22nd, 2026 | 07:30 CEST

Between Change and Undervaluation – Berkshire Hathaway, Porsche, RE Royalties, Volkswagen and Warren Buffett

• royalties
• dividends
• renewableenergy
• Investments
• Automotive

The most interesting opportunities in the stock market often emerge where perceived certainties and market consensus begin to erode. Especially when leadership changes are announced, and valuation discounts and operational cutbacks redefine a company's outlook, investors should take a closer look. Today's commentary examines such situations, highlighting how capital allocation, the market environment and strategic management decisions can shape expectations, risks and potential revaluations. In uncertain phases, a deeper look can offer important insights into the factors that may drive gains and losses in the coming quarters.

Commented by Matthias Schomber on September 22nd, 2026 | 07:25 CEST

Puma at Rock Bottom, Novo Nordisk Riding the Weight-Loss Boom and Volatus Aerospace in Rebound Mode: Who Is the High-Flyer?

• Drones
• Defense
• hightech
• Biotechnology
• weightloss
• Sportswear

Broadly speaking, the stock market in Germany, as well as across Europe and globally, is currently under considerable pressure. Two wars in Iran and Ukraine, along with discontent in Germany with the current government, are weighing on markets. In other words, the stock market is under significant strain. The major indices are at or near critical technical levels. Puma, for example, is struggling with margins, while analyst price-target cuts and an upcoming change in the company's head of sales are adding pressure. Novo Nordisk, meanwhile, is facing regulatory headwinds and increasing competition in the US despite rapidly growing future markets in the obesity segment. Volatus Aerospace, by contrast, is raising hopes of a rebound with new government contracts for tactical reconnaissance drones. A technical breakout could make the stock an interesting candidate for strong performance. Read on to learn why Puma still requires plenty of patience, which billion-dollar investments are supporting Novo Nordisk's pipeline, and how investors could potentially take advantage of an entry opportunity in Volatus now.

Commented by André Will-Laudien on September 22nd, 2026 | 07:20 CEST

Tanks, Ships, and Ammunition: How Rheinmetall, Renk, thyssenkrupp, TKMS and Power Metallic Mines Can Make Your Portfolio Bulletproof

• PGMs
• Copper
• Commodities
• Defense
• geopolitics

Geopolitical upheavals are throwing global markets into turmoil and forcing investors to rethink their strategies. It is becoming increasingly clear: The European defence industry is heading toward a massive wave of market consolidation. However, disillusionment is setting in among the defence industry's former high-flyers following the initial hype, as the internal work required for integration is far from complete and operational potential has been overestimated. Completely detached from this trend is the Essen-based maritime division, which has secured a front-row seat thanks to a government deal worth billions. A massive fleet order is injecting a whole new dynamic into the sector. Naturally, strategic raw materials are also taking centre stage, since without them, not a single tank can roll, or a single ship can be launched. In this segment, the wheat is currently being separated from the chaff, as concrete facts and proven reserves far outpace utopian dreams of the future. Investors who want to profit from this tension and build a crisis-proof portfolio must now spread their risks extremely wisely across the globe.

Commented by Tarik Dede on September 22nd, 2026 | 07:15 CEST

Precious Metals in Focus: A Look at the Stocks of Aya Gold & Silver, Lahontan Gold and Pan American Silver

• Mining
• Gold
• Silver
• Commodities
• PreciousMetals

Precious metals have recently pulled back slightly. But gold, in particular, is worth a closer look. After the Federal Reserve raised interest rates last week, as expected, precious metal prices plummeted that very evening. However, these losses were recouped within the next two trading days. High debt levels, particularly in the US, Japan, France and Italy, along with geopolitical uncertainties, show that gold has not lost its status as a "safe haven". This is especially true given that moving away from the dollar remains on the agenda for many central banks. The People's Bank of China alone has purchased more than 120 metric tons of gold in the past three months, further boosting its reserves. Analysts expect many central banks to remain net buyers in the coming years. This provides stability for the gold price and significant potential for gold stocks. That is why today we are taking a closer look at the stocks of Aya Gold & Silver, Lahontan Gold and Pan American Silver.

Commented by Armin Schulz on September 22nd, 2026 | 07:10 CEST

The Copper-Gold Boom: How Rio Tinto, Globex Mining and Franco-Nevada Benefit from the Same Megatrend

• Gold
• Copper
• PGMs
• PreciousMetals
• Commodities

Copper and gold are both climbing to high levels at the same time. This is a rare occurrence. On the London Metal Exchange, a metric ton of copper most recently cost USD 14,779, while gold is trading at over USD 4,300 per ounce. Central banks purchased 288.9 metric tons of the precious metal in the second quarter alone. At the same time, global copper mine production fell by 1.1% in the first half of the year. It takes 12 to 15 years from discovery to the first metric ton mined. So the high prices cannot give the mines a quick boost. We will therefore look at three companies profiting from the shortage: Rio Tinto, Globex Mining and Franco-Nevada.

Commented by Nico Popp on September 22nd, 2026 | 07:05 CEST

Tungsten Shortage: Almonty Secures Sandvik Deal – New US Defense Rules Raise Pressure on Lockheed & Co.

• Tungsten
• CriticalMetals
• Defense
• geopolitics

In extreme operating conditions, cutting-edge technology relies on materials that push the boundaries of physics. Whether in ammunition, engines, or milling heads that machine titanium blocks for stealth jets—there is no getting around tungsten. With the highest melting point of any pure metal and an enormous density, the element is considered indispensable for industry and the defence sector. Yet, of all things, the West is almost left high and dry when it comes to this key component. Beijing controls over three-quarters of global production and also dominates downstream processing. However, price spikes and stricter trade rules are now shaking the industry awake. At the centre of it all is the US tungsten specialist Almonty Industries.

Commented by Stefan Feulner on September 22nd, 2026 | 07:00 CEST

Shell, A.H.T. Syngas, OPAL Fuels: Turning Waste into Energy

• syngas
• biochar
• renewableenergy
• waste
• Energy
• GreenEnergy

Waste, biomass and CO₂ are evolving from disposal problems into energy feedstocks. This creates a massive market: airlines need alternatives to fossil kerosene, industrial companies seek substitutes for natural gas, and even landfill gas can be converted into electricity or fuel. The key factor will be which technologies can economically convert these raw materials into usable energy. This marks the start of a race involving everyone from energy conglomerates to specialized plant manufacturers.

Commented by Matthias Schomber on September 21st, 2026 | 08:00 CEST

Deutsche Telekom Defies the Sector, TUI at a Low and Lahontan Gold Ready to Break Out: The Big Opportunities

• Mining
• Gold
• Silver
• Commodities
• Telecommunications
• travel

Deutsche Telekom has been caught up in the fallout from the downgrade of rival Orange, but is hitting back with EUR 20 billion in cash flow and pure AI potential. At TUI, the sharp share price decline and an upcoming change at the top could also open a potential entry window for bold contrarian investors. In the commodities sector, meanwhile, explorer Lahontan Gold could be on the verge of a major technical breakout, potentially offering speculative gains for those willing to take the risk. We take a closer look at where the biggest opportunities lie and which of these stocks belong in your portfolio.

Commented by Stefan Bode on September 21st, 2026 | 07:55 CEST

Excitement In The Air: Amazon, Bilfinger, Generac and Power Metallic Mines

• PGMs
• Copper
• Commodities
• Industrial
• Sustainability
• AI

On the stock market, it is not just financial metrics that matter, but also expectations and potential turning points in a company's story. A billion-dollar AI-related contract, a milestone in the commodities sector and a dramatic collapse in earnings show how quickly opportunities and risks can be reshuffled within days. It is precisely this mix of euphoria, hope and sharp setbacks that makes these three very different stocks so compelling right now – and provides investors with valuable clues as to where potential lies and where caution may be warranted.

Commented by Jens Castner on September 21st, 2026 | 07:50 CEST

STEYR MOTORS ON THE VERGE OF A TAKEOVER? dynaCERT ON THE BRINK OF A BREAKTHROUGH! BALLARD POWER IN STOP-AND-GO MODE

• Hydrogen
• cleantech
• Diesel
• Automotive

Military equipment, truck fleets and hydrogen buses: Decarbonizing heavy-duty transport will not happen at the push of a button. Instead, it is unfolding in stages – from optimized internal combustion engines and smart solutions to reduce fuel consumption and emissions to genuine zero-emission mobility. Steyr Motors, dynaCERT and Ballard Power represent these three phases, with very different opportunities and risks for investors. In this story of tanks, pilot projects and setbacks, we examine which of the three stocks analysts see as having the greatest share-price potential.

Commented by Fabian Lorenz on September 21st, 2026 | 07:45 CEST

Following Stock-Market Legend André Kostolany: Are Siemens Energy, BioNTech or HPQ Silicon Contrarian Plays?

• Silicon
• Batteries
• Energy
• Biotechnology
• FumedSilica

Contrarian investors, take note! The stock market does not always behave rationally. Stock-market legend André Kostolany liked to compare the relationship between a company's performance and its share price to a man out for a walk with his dog. Sometimes the dog runs ahead, sometimes it lags behind, but ultimately both move in the same direction. HPQ Silicon appears to be a case in point. While the company has been releasing one positive announcement after another, its stock has come under pressure. This discrepancy is precisely what makes the stock interesting for contrarian investors. Siemens Energy presents almost the opposite picture. The stock has already priced in a great deal of growth, while analysts are recommending a "Sell". And what about BioNTech?

Commented by Fabian Lorenz on September 21st, 2026 | 07:35 CEST

SpaceX Needs Raw Materials: MP Materials, Standard Lithium and Strategic Resources Aim to Meet the Demand

• VTM
• ironore
• CriticalMetals
• Space
• Batteries
• Lithium
• RareEarths

SpaceX's appetite for raw materials is enormous. Elon Musk's company requires large quantities of a wide range of strategic materials for rockets, satellites and battery systems. These include rare earths for high-performance magnets, lithium for battery systems, as well as titanium and iron for high-load components and steel structures. SpaceX is just one example of the growing global demand. Companies such as Strategic Resources, MP Materials and Standard Lithium are working to supply the market. They are developing raw material deposits needed for critical applications in the space industry and numerous other key sectors. Strategic Resources focuses on iron, titanium and vanadium; MP Materials on rare earths; and Standard Lithium on lithium. Only one of the three stocks appears to be undervalued.