Commented by Matthias Schomber on May 15th, 2026 | 09:40 CEST
Commodity Bulls on the Rise: From Record-Breaking Results at Barrick Mining and Agnico Eagle to the Momentum-Driven Power Metallic Mines!
The commodities markets are in an exciting phase in which established gold and other commodity producers are meeting emerging small explorers or near-producers. While industry heavyweights such as Barrick Mining and Agnico Eagle are strengthening their stability and that of the sector through record results, restructuring, and massive buybacks, a smaller to mid-cap player is generating significant attention in the polymetals segment. Power Metallic Mines is currently drawing interest with exceptional drill results and "advanced space-age technology." Will traditional gold stocks be swept up by the new momentum in copper and platinum group metals? In this report, we analyze developments across these three key areas, examine the technical breakout sentiment in Power Metallic Mines, and show why portfolios could be about to see significant movement. Read on—it may well be worth your attention.
ReadCommented by Tarik Dede on May 15th, 2026 | 09:35 CEST
Empty Stockpiles: The US Military Must Rearm — A Golden Opportunity for Lynas Rare Earths, Antimony Resources, and Lockheed Martin
Prepared and published on behalf of Antimony Resources Corp.
Just a few days ago, Democratic US Senator Mark Kelly of Arizona dropped a political bombshell in Washington. In an interview on CBS's "Face the Nation" last Sunday, Kelly criticized the current state of the US military. According to him, stockpiles have been completely "bled dry" as a consequence of the Gulf conflict. The politician described his impressions following a briefing by the US Department of Defense. According to Kelly, ammunition stockpiles—particularly Tomahawk missiles, Patriot air defence systems, and SM-3 interceptor missiles—have been severely depleted, calling the situation "shocking." The extensive strikes against Iran have reportedly reduced inventories to such an extent that the national security of the United States could now be at risk. Rebuilding these stockpiles, Kelly warned, could take years. This, in turn, could leave the US vulnerable in potential future conflicts, particularly in the Pacific region. With these remarks, Mark Kelly articulated concerns that many observers have been discussing for weeks. According to this assessment, the US military has significantly reduced key inventories in a short period of time due to the conflict with Iran, potentially affecting operational readiness—especially concerning possible future tensions involving China, which had already been identified as a strategic challenge to US global leadership under the administrations of Barack Obama and Joe Biden. This is also likely to have consequences in light of current President Donald Trump's visit to China.
ReadCommented by Fabian Lorenz on May 15th, 2026 | 09:30 CEST
From 1,000% Gains to Short-Seller Alerts! Siemens Energy, LPKF Laser, A.H.T. Syngas
With share price gains of over 1,000% in a short period of time, Bloom Energy and Siemens Energy are among the winners of the AI-driven energy boom. Analysts have recently raised their price targets for the DAX-listed company. Or is a 40% crash looming? Analysts see around 200% upside potential for A.H.T. Syngas. The energy rally has so far completely bypassed the small-cap company. Yet there are good reasons for a rising share price. In addition to energy stocks, investors are now also flocking to everything related to semiconductors. This is leading to sharp spikes in the charts for companies like LPKF Laser, Infineon, and SÜSS MicroTec, and is drawing short sellers into the fray.
ReadCommented by Carsten Mainitz on May 15th, 2026 | 09:25 CEST
Hydrogen Stocks in Rally Mode: New Developments Continue to Boost dynaCERT, Plug Power, and SFC Energy!
Hydrogen stocks have rebounded significantly in recent months. Soaring oil and energy prices are providing a tailwind, as are international guidelines for achieving decarbonization goals. In addition, numerous positive developments can be seen at the corporate level. Plug Power recently exceeded market expectations with its quarterly results, while SFC reported a record order. At dynaCERT, everything is moving in the right direction, particularly its expansion in Southeast Asia, which is fueling optimism. Analysts attest to the Canadian company's significant growth potential.
ReadCommented by Matthias Schomber on May 15th, 2026 | 09:20 CEST
From Gold and Silver Giants Newmont and First Majestic Silver to a Vanadium Hidden Gem with Potential Upside: Strategic Resources
The "building blocks of our modern prosperity" have moved sharply back into focus in recent months: commodities. While global markets grapple with inflation fears and fluctuate amid technological advances driven by AI, three mining companies are navigating the sector in very different ways. We are talking about the undisputed gold king, Newmont, the large, dynamic silver specialist, First Majestic and a small but highly ambitious player named Strategic Resources, which has made it its mission to redefine the electric mobility value chain. Investors seeking stability often gravitate toward the major producers. But those willing to look further ahead may find considerable upside potential among emerging resource developers. This analysis explores why the ground beneath our feet may hold far more than raw materials—it may also contain the foundations of tomorrow's investment opportunities, at least if you look for it in the right region.
ReadCommented by Carsten Mainitz on May 15th, 2026 | 09:15 CEST
Precious metal prices on the rise: Why DRC Gold, Barrick Mining, and First Majestic are promising investments right now
Gold and silver have held their own as safe-haven assets in recent weeks. Investors continue to flock to these safe havens amid mounting global debt and escalating geopolitical conflicts. Central banks are buying more gold than they have in decades. So the big picture looks good. For producers like Barrick Mining and First Majestic, this means booming profits. For exploration companies like DRC Gold, high gold prices act as a powerful lever as project developments progress. Where do the biggest opportunities lie?
ReadCommented by Stefan Feulner on May 15th, 2026 | 09:10 CEST
Siemens Energy, Almonty Industries, Deutsche Telekom – These stocks still have plenty of upside potential
Stock markets are racing from one record high to the next. AI stocks and tech giants, in particular, have now reached valuations that many experts already consider overheated. Investors are therefore increasingly wondering where attractive opportunities can still be found. But beyond the obvious market favourites, compelling investment stories continue to emerge. Whether strategic raw materials for the new world order, beneficiaries of the global energy boom, or companies with billion-dollar potential in the security sector, some companies may still be only at the beginning of a much larger upward trend despite already trading near all-time highs.
ReadCommented by Nico Popp on May 15th, 2026 | 09:05 CEST
Tailwinds from the US and EU: How Zefiro Methane Is Becoming a Problem-Solver for ExxonMobil and BASF
Anyone aiming to protect the climate must control and prevent harmful emissions. While decarbonization has focused for years almost exclusively on carbon dioxide (CO₂), methane is increasingly coming into the spotlight. Over a 20-year period, this gas's global warming potential is around 80 times higher than that of CO₂. In the US, millions of abandoned and orphaned oil and gas wells pose a major problem as they continue to emit methane, often decades after production has ceased. This is where Zefiro Methane's business model comes in, which could now take on a completely new long-term dimension due to stricter EU regulations. The key terms here are LNG imports and sustainability across supply chains. We shed light on Zefiro Methane's unique situation and outline the potential opportunity in the stock.
ReadCommented by Armin Schulz on May 15th, 2026 | 09:00 CEST
USD 1.5 Trillion US Defence Budget for 2027 – Up 44% Year over Year: Volatus Aerospace Provides the Drone Technology
The new US defence budget request for 2027 is a bombshell at USD 1.5 trillion. That is 44% more than the previous year. But the real bombshell is the strategic realignment. A full USD 63 billion is earmarked for unmanned systems alone. One Canadian company is ideally equipped for this, though it comes from an unusual background. Instead of relying solely on military technology, Volatus Aerospace has spent years monitoring pipelines, power lines, and offshore wind farms. This commercial foundation could now prove to be a decisive advantage.
ReadCommented by Fabian Lorenz on May 14th, 2026 | 08:05 CEST
221% Growth Is Just the Beginning! Tungsten Producer Almonty Industries Poised for Billion-Dollar Revenues!
After a 150% rally so far this year, is Almonty Industries stock still a buy? According to estimates from analysts at Bank of America, the answer may well be yes. The company's 221% revenue growth in the first quarter of the current year could merely mark the beginning of a much larger expansion phase. For the coming year, analysts expect the tungsten producer to generate revenue of CAD 1.32 billion, with margins in line with those typically seen in the technology sector. Earnings per share are projected to climb to CAD 3.50, implying a current P/E ratio below 10. This seems anything but expensive for a company supplying a critical raw material otherwise largely dominated by China. Interested investors may want to mark May 20 on their calendars and register for the virtual IIF event.
ReadCommented by Carsten Mainitz on May 14th, 2026 | 08:00 CEST
Analysts see significant upside for Antimony Resources, Rheinmetall, and TKMS!
The correction in defence and related sector stocks has recently intensified. A perceived imminent end to the war in Ukraine and more subdued expectations for medium-term growth are weighing on the market. However, according to many analysts, good buying opportunities are now emerging again for Rheinmetall & Co. Structural drivers such as rising defence budgets, geopolitical tensions, and full order books remain intact. One special stock is Antimony Resources. The Canadian company holds the highest-grade deposit of this critical raw material in North America. Antimony is a key raw material for ammunition, electronics, and defence equipment. Its importance is growing enormously against the backdrop of scarce global availability and fragile supply chains. In a recent report, GBC analysts assigned the stock a price target of CAD 3. Following the recent pullback, investors can pick up the stock at its current price of around CAD 0.61!
ReadCommented by Matthias Schomber on May 14th, 2026 | 07:55 CEST
Bayer and BASF on a Performance High — and MustGrow Biologics as a Secret Weapon Against World Hunger!
Created and published on behalf of MustGrow Biologics Corp.
The world's population is growing inexorably, and with it the demand for efficient—but above all sustainable—solutions in agriculture. While the German heavyweights Bayer and BASF have recently impressed markets with strong performance and further cemented their dominant positions, a smaller player is preparing to emerge from the slipstream of the industry giants and join the major leagues. Hardly anyone is likely to have this stock on their radar yet, but it would be worth at least adding it to the watchlist. MustGrow Biologics may have endured a difficult stretch on the stock market, but recent strategic decisions and regulatory successes suggest that the company could be delivering the right answers to pressing global food security challenges at exactly the right time. The market currently appears to be bottoming out, which could mark an attractive entry point for risk-tolerant investors before the biological agriculture trend gains further momentum. In this report, we examine the latest developments at these three companies in the battle for the farmland of the future.
ReadCommented by Nico Popp on May 14th, 2026 | 07:50 CEST
Checkmate for Cancer: What Eli Lilly and Bayer Can Learn from Vidac Pharma
Modern medicine is on the cusp of groundbreaking innovations in which the regulation of cellular energy metabolism, known as metabolic correction, is becoming a decisive strategy. While traditional cancer research has relied primarily on the destruction of cells using toxic agents for decades, researchers now recognize that the key to success may lie in the precise control of enzymatic processes. In light of this, value creation is shifting away from the conventional "sledgehammer approach" toward correcting cellular dysregulation. We highlight three exciting companies and focus in particular on metabolism pioneer Vidac Pharma.
ReadCommented by Armin Schulz on May 14th, 2026 | 07:45 CEST
Higher Diesel Costs and Stricter CO2 Limits: How Daimler Truck, Pure One, and Ballard Power Are Positioning for the Logistics Transition
The logistics industry is on the cusp of a new era. Stricter EU CO₂ limits, volatile diesel prices, and the call for sustainable supply chains are forcing carriers and manufacturers to radically rethink their approaches. Two technologies promise a solution: battery-electric drives for short distances with efficiencies of up to 90%, and hydrogen fuel cells for long distances over 800 km, with refuelling times of under 20 minutes. By the end of 2026, pilot fleets with hundreds of zero-emission trucks will be on the road, supported by billions in investments in charging infrastructure and hydrogen refuelling stations. These subsidies are expected to benefit Daimler Truck, Pure One, and Ballard Power over the long term.
ReadCommented by Nico Popp on May 14th, 2026 | 07:40 CEST
Sonora's Silver Eldorado: Why Geology Matters – Silver Viper, Pan American Silver, and Vizsla Silver
Without control over high-grade deposits, there can be no long-term profitability—this is especially true for the silver sector, even within the promising Mexican Silver Belt. While many market participants are thrown off by short-term price fluctuations and are either euphoric or disheartened, experienced players focus on geology and grades as decisive factors. In the current market environment, the focus is shifting away from speculative projects and toward advanced properties that offer the potential for future production. As the world's leading silver producer, Mexico is at the center of this trend, with the state of Sonora in particular standing out for its geology. We examine three companies operating at different stages of the silver value chain.
Read