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.

Commented by Armin Schulz on September 21st, 2026 | 07:30 CEST

Novo Nordisk, BioNxt Solutions, Evotec: When Injections Become Pills, The Cash Starts Rolling In

• Biotechnology
• Biotech
• Pharma
• weightloss
• ODF

The daily injection has had its day. For a long time, taking biologics in pill form was considered a pipe dream, but as of this year, it is becoming a billion-dollar business. On September 17, 2026, Novo Nordisk announced a partnership with Orbis Medicines worth up to USD 1.4 billion to make injections available orally. In February, the Danish company secured a partnership with Vivtex worth up to USD 2.1 billion. Whoever can deliver peptides through the stomach could see the industry come knocking. We are taking a closer look at Novo Nordisk, BioNxt Solutions and Evotec, which cover the entire spectrum of this trend—from acquisitions to technology to development.

Commented by Stefan Feulner on September 21st, 2026 | 07:25 CEST

Lockheed Martin, Almonty Industries, Rheinmetall: Defense Boom Meets Tungsten Shortage

• Tungsten
• CriticalMetals
• Defense
• hightech
• geopolitics

The global defense boom is entering its next phase. Growth is no longer driven solely by new orders, but by how quickly companies can ramp up production capacity. However, missiles, aircraft, and armoured vehicles require large quantities of strategic materials. Tungsten, in particular, is virtually irreplaceable for many military applications because of its extreme hardness and heat resistance. As Western defense contractors expand their manufacturing, control over secure sources of raw materials is therefore increasingly becoming a strategic issue.

Commented by Armin Schulz on September 21st, 2026 | 07:20 CEST

Barrick Mining, Desert Gold, B2Gold: From Reliable Cash Flow to Significant Leverage in Mali's Resurgent Gold Region

• Mining
• Gold
• Commodities
• Africa
• Production

Mali is back on the map for gold investors. Between January and June 2026, the country produced 23.5 metric tons of gold—about 30% more than in the same period the previous year and more than the government had anticipated (21.2 metric tons). At the same time, the price per troy ounce exceeds USD 4,300. High prices and mines resuming operations are working in producers' favour, while developers hope to make the leap into production. Investors looking to profit from this trend have a choice between steady cash flow, the significant upside potential of a production launch, and regional growth. We therefore take a closer look at three companies active in Mali: Barrick Mining, Desert Gold and B2Gold.

Commented by André Will-Laudien on September 21st, 2026 | 07:15 CEST

E-Mobility in the Grip of Energy Prices! Things Are Heating Up for VW, Porsche, Mercedes, BYD and Phenom Resources

• Automotive
• Electromobility
• Gold
• Oil
• Batteries
• Vanadium

Filling up currently feels like a painful visit to the dentist — but without much hope of a cure! Yet despite all the gloom, there are also winners. Against the backdrop of rising energy prices, European e-mobility has entered a dynamic yet fiercely competitive phase in recent months. The historic price shock at the pump is prompting consumers to rethink their spending while driving a boom in new battery electric vehicle registrations. In Europe, electric vehicles now appear on the horizon as a subsidized solution, while gasoline and diesel prices march from one all-time high to the next. However, the charts so beloved by stock market traders are difficult to apply to gas station products. As the operating costs of internal combustion engines soar, electric vehicles are rapidly gaining appeal as an alternative. This is particularly good news for Chinese automakers, who are pushing into Europe with an aggressive market strategy and challenging the established, traditional brands. Even the import tariffs imposed by Brussels on pure-electric vehicles can barely slow the advance from the Far East. The local automotive industry is thus under unprecedented pressure to transform and compete. Where exactly should investors be looking?

Commented by Tarik Dede on September 21st, 2026 | 07:10 CEST

Defence Spending Boom: BAE Systems, Volatus Aerospace and AeroVironment in Focus

• Drones
• Defense
• hightech
• geopolitics

Governments worldwide have approved major increases in defence spending. This applies particularly to NATO members, but also to other Western allies. Despite its high debt levels, the US remains the most attractive market. Alongside conventional defence systems, however, new technologies are increasingly coming into focus, including drone warfare as well as systems designed to defend against drone attacks. Today, we take a look at the stocks of BAE Systems, Volatus Aerospace and AeroVironment.

Commented by Lars Winter on September 21st, 2026 | 07:05 CEST

Zefiro Methane, Shell and Siemens Energy: Three Promising Stocks with Plenty of Energy and Upside Potential

• methane
• OrphanWells
• Oil
• Energy
• renewableenergy

Created and Published on Behalf of Zefiro Methane Corp.

When an oil well runs dry, the producer's business eventually ends. For Zefiro Methane, that is when it really begins. The North American environmental services provider plugs orphaned wells and remediates contaminated sites left behind by the fossil fuel industry. New multimillion-dollar contracts are putting the small-cap stock on the radar. Shares of Shell and Siemens Energy round out this trio from the energy and commodities sector, with strong cash inflows and bulging order books. In our stock review, we take a closer look at these three companies, their energy and their upside potential.

Commented by André Will-Laudien on September 21st, 2026 | 07:00 CEST

Gas Prices Above EUR 2.50? Nel ASA, Bayer, MustGrow and K+S in the Spotlight

• biologicals
• agritech
• biofertilizer
• greenhydrogen
• Gas
• geopolitics

Created and Published on Behalf of MustGrow Biologics Corp.

The ongoing debate over rising energy costs and the transition toward a greener economy is increasingly reaching gas stations and supermarket shelves. If gasoline prices remain sustainably above EUR 2.50, agricultural producers in particular will come under enormous pressure. Food production remains heavily dependent on fossil fuels, as tractors and harvesters are traditionally powered by agricultural diesel. Higher fuel prices therefore directly increase the cost of producing and transporting our daily food. At the same time, the agricultural sector faces the enormous challenge of reducing its reliance on conventional chemicals and fertilizers and finding more sustainable alternatives. This transformation requires innovative approaches at the intersection of the energy and agricultural sectors. Companies such as Nel ASA are therefore moving into focus, as green hydrogen can play a key role in decarbonizing the agricultural sector and producing cleaner fuels. Specialists such as MustGrow Biologics are also gaining importance by developing biological crop protection products designed to replace chemical alternatives. The traditional fertilizer giant K+S is likewise a key player in the rapidly evolving sector of sustainable food. Where are the opportunities for investors?

Commented by Jens Castner on September 18th, 2026 | 09:40 CEST

A Firework Display of Returns: A Closer Look at the Dividend Standouts RTL Group, Mutares and RE Royalties

• royalties
• dividends
• Defense
• Investments

In volatile markets and amid economic uncertainty, dividends can be a rock in the storm. Yet investors do not necessarily have to rely on sluggish blue-chip stocks. Three companies from the small- and mid-cap segment are delivering a veritable return bonanza. The journey takes us from an established media group and an SDAX-listed turnaround specialist to a Canadian pioneer in renewable energy: At RTL, the acquisition of Sky Deutschland and a now-profitable streaming business are providing fresh momentum. Mutares selectively acquires loss-making divisions from major corporations and transforms them into reliable sources of returns for shareholders. And RE Royalties, with a dividend yield of more than 10%, outshines both—while a discreet sale process is taking place behind the scenes that could provide investors with an additional substantial takeover premium.

Commented by Carsten Mainitz on September 18th, 2026 | 09:35 CEST

New Chips, New Batteries, New Chances: HPQ Silicon Breakthrough? Micron Keeps Surging – Can Aixtron Catch Up?

• Silicon
• Batteries
• AI
• Technology

Nvidia, AMD and Broadcom are among the companies most closely associated with the AI boom. But the next major wave of growth could emerge among suppliers and technology partners. After all, the more AI applications find their way into data centres, the greater the demand for fast memory, efficient power electronics, and new materials. HPQ Silicon is focusing on silicon as a key material for the next generation of lithium-ion batteries and recently achieved an important milestone. Aixtron and Micron are riding the AI wave in different ways. Which horse should investors bet on?

Commented by Tarik Dede on September 18th, 2026 | 09:30 CEST

Energy Market in Transition: A Look at Enel, A.H.T. Syngas Technology and 2G Energy

• syngas
• biochar
• waste
• renewableenergy
• GreenEnergy

The energy sector is in turmoil. And that is not just on the stock markets. Fuel prices for both road and air travel have surged sharply as a result of the US attacks on Iran. In Berlin, one gas station has already reported diesel prices of EUR 3 per litre. For trucking companies, commuters, and even central bankers, this is a nightmare scenario, as it fuels inflation. The ECB has already responded by raising interest rates last week. The Federal Reserve has now unanimously followed suit and also raised its key interest rate—despite calls from the White House to lower it to 1%. The stock markets have handled this development reasonably well so far. Nevertheless, investors should consider alternatives, particularly when it comes to energy. Today, we are putting three very different stocks in the spotlight: Enel, A.H.T. Syngas Technology and 2G Energy — from large to small!