Close menu





Commented by Fabian Lorenz on February 9th, 2026 | 07:30 CET

Bayer shares in the fast lane! Partner MustGrow Biologics facing revaluation!

  • Agritech
  • Sustainability
  • fertilizer
  • Agriculture

For Bayer, things are currently going extremely well. The group is bringing its problem areas under control while reporting tangible progress in its pharmaceutical business. In the shadow of this, the company has secured the license for a new biologically safe product platform for fertilizers. Its partner in this venture is MustGrow Biologics. The company is on the verge of transitioning from research to commercialization, with management planning a market launch later this year. Production capacities are already being expanded in Asia. Against this backdrop, MustGrow shares appear poised for a revaluation - and the company is increasingly emerging as a potential takeover candidate.

Read

Commented by Carsten Mainitz on February 9th, 2026 | 07:20 CET

New analyst comments: Almonty Industries at all-time high, volatility at Rheinmetall and RENK – What is next?

  • Mining
  • Tungsten
  • Defense
  • hightech
  • Investments

The latest analyst ratings assess the growth prospects of Almonty Industries and several defense companies. The tungsten producer's stock stands out as particularly positive. The high price level of this critical raw material, combined with rising production volumes, is acting as an enormous profit lever with net margins of around 60% from 2028 onwards. The bottom line is that the experts' verdict on defense stocks is positive. The big picture underpinning this outlook is the tense geopolitical situation and massive increases in defense budgets.

Read

Commented by Fabian Lorenz on February 9th, 2026 | 07:15 CET

Missed out on a 1,000% rally? Antimony Resources with significant upside potential! Following in the footsteps of MP Materials and Almonty!

  • Mining
  • antimony
  • hightech
  • CriticalMetals

Almonty Industries has gained over 1,000% in recent months. MP Materials has gained over 500%. Both companies produce critical metals such as tungsten and rare earths. Both have further price potential, but are also valued in the billions. Antimony Resources is currently worth around just EUR 50 million. While Antimony Resources is still at an earlier development stage, accelerating government support in the US and Canada could significantly shorten the path to production. If this succeeds, Antimony Resources should also be able to multiply its value.

Read

Commented by Carsten Mainitz on February 9th, 2026 | 07:10 CET

Stellantis Slumps, BYD Holds Steady, Power Metallic Mines Poised to Soar!

  • Mining
  • PGEs
  • Electromobility
  • Automotive
  • Nickel
  • Copper
  • Energy

The stock market is not a one-way street. While BYD has established itself as one of the world's largest manufacturers of electric vehicles, Stellantis has had to admit to misjudgments that will lead to write-downs exceeding its current market value. This recently shocked the stock market. By contrast, the outlook for Power Metallic Mines is bright. The Canadians have one of the largest polymetallic deposits in North America. This asset is valuable to many industrial groups. In times of building strategic reserves of critical raw materials, the company should attract more attention. Well-known investors have already jumped on board, and analysts attest to the stock's potential to double in value.

Read

Commented by Stefan Feulner on February 9th, 2026 | 07:05 CET

Barrick Mining, RZOLV Technologies, ExxonMobil – Great opportunities after the price massacre

  • Mining
  • Gold
  • Technology
  • cleantech

Following the abrupt end of the precious metals rally, opposing forces are colliding on the commodity markets. While gold and silver experienced a historic sell-off and even large producers came under massive pressure, the energy sector is proving to be surprisingly robust. Geopolitical tensions in the Middle East are fueling new concerns about global oil supplies and driving up risk premiums. At the same time, the continued high price of gold, despite the recent correction, is causing structural changes on the supply side. Producers are increasing their output, while environmental regulations and alternative processes are coming into sharper focus.

Read

Commented by André Will-Laudien on February 9th, 2026 | 07:00 CET

Turnaround after the sharp correction? Silver price target USD 100 with Silver Viper, SAP, and Deutsche Telekom

  • Mining
  • Silver
  • Commodities
  • Software
  • Telecommunications

Fallen hard and then left on the ground for a while - that describes the silver price, which surged like a rocket from USD 50 to USD 122 over the past three months, only to collapse to USD 72 in a single day. That represents a 40% drop, with more than 500 million ounces in derivative-equivalent volume traded. For context: annual global silver production has been around 800 million ounces for several years, and no meaningful short-term increases are expected. Now, however, the March delivery period is drawing closer, when approximately 1.5 billion ounces of physical silver will have to be delivered. The key question is: who actually has these quantities? The warehouses of the futures exchanges have been severely depleted in recent months by the exercises of ETFs, processors, and investors, and new goods on the world markets are being meticulously absorbed by high-tech producers. It will be fascinating to see how, and with which measures, exchanges attempt to navigate their delivery obligations. Against this backdrop, we take a look at the up-and-coming silver company Silver Viper and two representatives of the German DAX high-tech group, SAP and Deutsche Telekom. In a highly volatile market environment, they offer a welcome opportunity for portfolio diversification.

Read

Commented by Stefan Feulner on February 8th, 2026 | 07:25 CET

Energy Fuels, American Atomics, Occidental Petroleum – Beneficiaries of the US energy transition

  • nuclear
  • Uranium
  • RareEarths
  • CriticalMetals
  • renewableenergy
  • Energy

Global energy demand is heading toward a new dimension. Artificial intelligence, data centers, cloud infrastructure, and electromobility are causing electricity consumption to skyrocket, and at a rate that exceeds the growth of grids and generation capacities. Without reliable, base-load capable power sources, technological progress threatens to reach its physical limits. This is precisely why nuclear energy and fossil fuels are back in focus. They provide predictable power on a large scale, regardless of weather and time of day. Anyone who ignores this bottleneck is misjudging one of the key drivers of the next investment cycle.

Read

Commented by Fabian Lorenz on February 6th, 2026 | 08:55 CET

Buy HYDROGEN STOCKS now?! Plug Power, thyssenkrupp nucera, and First Hydrogen in focus

  • Hydrogen
  • greenhydrogen
  • renewableenergy
  • Fuelcells
  • Energy
  • SMR

Now, this would be a genuine sensation and could trigger a sharp revaluation of the stock. First Hydrogen is working on an alternative to uranium-based fuel salts, as part of its activities in small modular reactors (SMRs) and green hydrogen. thyssenkrupp nucera, on the other hand, is pursuing a more conservative strategy and focusing on green hydrogen produced from solar and wind energy. The company sees great potential in India and aims to tap into the market there. At Plug Power, attention is currently focused on the company's financial future. Shareholders must vote on a significant dilution measure. The former market darling is attempting to restore confidence and improve market sentiment.

Read

Commented by Carsten Mainitz on February 6th, 2026 | 08:10 CET

These companies have the perfect growth formula: Silver North Resources, Barrick Mining, and ASTA Energy Solutions!

  • Mining
  • Growth
  • Gold
  • Silver
  • Commodities
  • Copper
  • Electromobility

Favorable conditions and strong balance sheets provide the foundation for share price gains. This formula applies to all three companies mentioned. With its recent IPO and fresh funds, ASTA Energy Solutions can benefit significantly from the megatrend of the energy transition. High gold prices are filling Barrick's coffers, and the spin-off of its North American gold assets will provide an additional return lever. Well-financed Canadian explorer Silver North Resources is making strong progress. High-grade silver properties in Canada are being developed at a rapid pace, creating added value for shareholders. The high silver price provides additional support – a simple equation.

Read

Commented by Armin Schulz on February 6th, 2026 | 08:00 CET

Exploding electricity demand! Siemens Energy, American Atomics, and Nordex stand to benefit

  • Mining
  • Uranium
  • Energy
  • renewableenergy

The current energy crisis reveals a paradoxical picture. Despite record growth in renewables, power consumption and emissions continue to rise. Blackouts and surging electricity prices are increasingly undermining the competitiveness of entire industries. The solution lies not in a single technology, but in an intelligent, reliable energy mix. For investors, this structural transformation is creating historic opportunities. This report examines how Siemens Energy, American Atomics, and Nordex are strategically positioned to benefit from this profitable future market.

Read

Commented by Fabian Lorenz on February 6th, 2026 | 07:55 CET

Over 100% upside potential! Commodity gem Power Metallic Mines set to go public in New York!

  • Mining
  • Commodities
  • PGEs
  • Nickel
  • IPO

This may be the last chance to get in on this commodity gem at attractive prices. Power Metallic Mines' share price has finally taken off after another round of spectacular drilling results in recent weeks. The current volatility on the commodity markets has caused a brief pullback, which could be used as an opportunity to buy or add to existing positions. What was initially thought to be a nickel deposit has turned into a world-class multi-metal system containing copper, platinum, palladium, cobalt, gold, and silver. The company is planning an IPO in New York, and analysts see over 100% upside potential.

Read

Commented by Carsten Mainitz on February 6th, 2026 | 07:50 CET

Antimony Resources: North America's largest critical minerals project sparks interest – when will Trump come knocking?

  • Mining
  • antimony
  • Defense
  • hightech
  • CriticalMetals

Geopolitics is becoming a decisive factor in the valuation of raw material projects and resource companies. These are the conclusions reached by renowned consulting firms. Security of supply is now defining strategic logic. Many experts conclude that states and governments will increasingly become the most important investors in industry in the future. Antimony Resources shares are increasingly being traded as beneficiaries. The Canadian company owns the largest antimony deposit in North America. The global market is currently dominated by China, Russia, and Tajikistan. Antimony is indispensable, particularly in military and security-related applications. The share price has already risen significantly, but is currently correcting at a high level. Investors should definitely keep the stock on their radar.

Read

Commented by Armin Schulz on February 6th, 2026 | 07:00 CET

Almonty Industries Surges, Novo Nordisk and PayPal Correct: Where Are the Entry Points?

  • Mining
  • Tungsten
  • Biotechnology
  • Pharma
  • ecommerce

The stock market is increasingly divided. While mining stocks are benefiting from geopolitical upheavals and the strategic race for raw materials, established market heavyweights are being punished at the slightest disappointment. This shift reflects the growing limits of globalization. Today, resilience beats efficiency. Three very different companies illustrate this new environment: tungsten producer Almonty Industries, pharmaceutical giant Novo Nordisk, and payment service provider PayPal. We analyze the current situation.

Read

Commented by Armin Schulz on February 5th, 2026 | 09:30 CET

SAP in free fall! RE Royalties soaring - and how is Bayer's turnaround progressing?

  • royalties
  • renewableenergy
  • Pharma
  • Software

The stock market is divided. Established names are tumbling, while niche players are booming. Software giant SAP is facing a crisis of confidence after disappointing forecasts. Its share price slump highlights how unforgiving markets are toward stagnating growth. At the same time, a smaller name is attracting attention. RE Royalties is benefiting from the exploding demand for electricity from AI with its renewable energy business model and is attracting investors with generous dividends. In between, pharmaceutical giant Bayer is battling the legacy issues of a prolonged downturn and showing that its turnaround is increasingly gaining traction. We take a closer look at the current situation.

Read

Commented by Fabian Lorenz on February 5th, 2026 | 08:25 CET

Almonty shares are skyrocketing! Novo Nordisk shares are plummeting! And what is Hensoldt doing?

  • Mining
  • Tungsten
  • Defense
  • Biotechnology

Almonty shares gained over 17% on the Nasdaq on Tuesday. The largest Western tungsten producer is likely to benefit from the US government's build-up of strategic reserves of critical raw materials. In addition, analysts have significantly raised their price target and expect Almonty to achieve a net margin of around 50% in 2027. Novo Nordisk, on the other hand, plummeted by over 17% yesterday. The pharmaceutical company has once again shocked the stock market. It expects declining revenue and profits for the current year. And what about Hensoldt? The stock is treading water, but analysts see potential for price gains. In addition, the company has landed an order worth hundreds of millions of euros.

Read