Commented by Fabian Lorenz on July 8th, 2026 | 07:50 CEST

Bombshell and Buy Rating! TKMS, SFC Energy, dynaCERT! Are Analyst Estimates Too Low?

• Hydrogen
• cleantech
• Energy
• decarbonization

Bombshell at TKMS. The company has landed a multi-billion-dollar order from Canada. The stock keeps climbing, while defense stocks are weakening overall. Will analysts soon raise their estimates? At dynaCERT, analysts are expecting the commercial breakthrough. If it comes, the stock has multi-bagger potential. In his latest interview, the new German CEO sounds confident. In emerging markets, dynaCERT is aiming to achieve its commercial breakthrough, and the market opportunity is substantial. While dynaCERT remains a higher-risk investment with the potential for a technical breakout, the rally in SFC Energy is already well underway. So far this year, the share has gained more than 70%. Analysts have welcomed the company's recent acquisition and continue to see additional upside potential for the shares.

Commented by Matthias Schomber on July 8th, 2026 | 07:45 CEST

Despite the World Cup and FIFA Scandal: Mega-Deals at SAP, Adidas Outpaces Rivals, HPQ Silicon Adds Drone Capabilities

• Silicon
• Batteries
• BatteryMetals
• Software
• Sportswear
• Drones

The international financial markets are currently offering truly remarkable opportunities, exciting turning points and potential for a rebound. While the software company SAP is radically realigning its corporate structure around artificial intelligence, thereby putting investors' patience to the test, the sporting goods manufacturer Adidas is leaving the competition in the dust, despite all contrary opinions. Not even the German national team's bitter World Cup exit could slow down the Herzogenaurach-based company on the stock market, especially since the ongoing World Cup is generating negative headlines anyway. On Tuesday, FIFA, the world soccer governing body, had to defend itself at length regarding the controversial suspended sentence handed down to US forward Folarin Balogun, after a phone call between US President Donald Trump and FIFA President Gianni Infantino had caused a stir. This incident illustrates just how closely politics, business, and sports are currently intertwined—and how even decisions seemingly unrelated to sports can impact the public perception of major brands like Adidas. Far from the big DAX stage, there is an interesting development at a smaller player from Canada. HPQ Silicon is working on the future of battery technology and innovative drone propulsion systems, securing smart partnerships. It could be on the verge of a breakout based on chart patterns. We take a detailed look at these three stocks and highlight where greater potential may still lie dormant.

Commented by Fabian Lorenz on July 8th, 2026 | 07:40 CEST

Gold Expert Turns Bullish! Is Now the Time to Buy Barrick Mining, Desert Gold, and First Majestic Silver?

• Mining
• Gold
• Africa
• Commodities
• Investments
• Production
• Silver

Is the weakness in the gold price nearing an end? Precious-metals expert Markus Bußler believes so. He sees little reason to expect a prolonged cycle of further interest rate hikes, and the bond market appears to support that view. If he is right, now could be an attractive time to increase exposure to gold mining stocks. Many investors naturally turn to Barrick Mining. However, the company's strategic direction has recently raised questions. Desert Gold Ventures, by contrast, could be approaching a key inflection point as it prepares to begin gold production. Analysts currently recommend the stock as a "Buy". Meanwhile, the silver price has fallen sharply in recent months, putting pressure on shares of First Majestic Silver. Even so, the company is working on a new growth driver.

Commented by Armin Schulz on July 8th, 2026 | 07:35 CEST

Lahontan Gold: Three Gold Sources, One Historic Mine, a Clear Roadmap to Gold Production

• Mining
• Gold
• Silver
• Commodities
• Nevada

The countdown is on! While gold prices remain high, Lahontan Gold in Nevada is preparing to begin production. The drilling results from the past few weeks paint a picture that goes far beyond the usual exploration business. This is not the usual hype surrounding yet another drill hole in the desert. What is currently unfolding at Lahontan Gold is of a different calibre. Here, they are not just searching for gold; they are reviving a mine that was already in production back in the late 1980s. The infrastructure is in place, permits are nearing approval, and three separate gold sources promise a rare combination of low risk and significant upside potential. For investors familiar with the commodities sector, these are exactly the ingredients that turn a junior project into a genuine production contender.

Commented by Nico Popp on July 8th, 2026 | 07:30 CEST

Overcoming the Range Limitation: SpaceX Thinks Big, Siemens Energy Believes in AI, and First Hydrogen Solves Earthly Problems

• Hydrogen
• GreenTech
• cleantech
• Energy
• AI
• Space

When street sweepers make their rounds in major German cities on Saturday mornings, we usually still hear a monotonous diesel hum in our ears. But behind the scenes, a transformation has long been underway. Climate neutrality is forcing fleet operators to rethink their approach. The mantra: move away from diesel and toward new technologies. However, all-battery-powered trucks often reach their limits in multi-shift operations due to insufficient range and hours-long charging times. This is where innovative technologies like hydrogen come into play. We introduce three exciting companies and highlight opportunities for investors.

Commented by André Will-Laudien on July 8th, 2026 | 07:25 CEST

Penalty Shootout in the Energy Sector: Takeovers Ahead? Keep an Eye on Nel ASA, A.H.T. Syngas, Helios Solar, ITM, and Plug Power

• syngas
• biochar
• renewableenergy
• Solar
• Fuelcells
• Hydrogen
• cleantech

Markets continue to climb, and the global energy transition is entering a new investment phase. Yet the momentum is far from evenly distributed. While Europe is accelerating the expansion of renewable energy to meet rising electricity demand from electric vehicles, industry, data centers, and artificial intelligence, the US administration is placing renewed emphasis on expanding nuclear power. Meanwhile, Southeast Asia is quietly emerging as one of the world's fastest-growing solar markets. According to the International Energy Agency, annual global investment in clean energy technologies will need to exceed USD 2 trillion by the end of the decade merely to move closer to international climate targets. At the same time, the European Commission is easing fiscal rules, giving member states greater scope to invest in energy infrastructure, while the European Investment Bank plans to provide EUR 75 billion in financing for energy transition projects by 2028. Who stands to benefit?

Commented by Armin Schulz on July 8th, 2026 | 07:20 CEST

The Underrated Return Pillar: BYD, Rock Tech Lithium and Mercedes-Benz – Lithium Storage Boom Opening Up Opportunities

• Lithium
• Batteries
• BatteryMetals
• Electromobility
• Automotive

Green electromobility is technically ready to go, yet the true Achilles' heel of the electric revolution lies not on the road but in the raw-material supply. While politicians speak of sovereignty, the market is grappling with exploding demand for battery raw materials. This situation is amplified by energy storage for power grids. Anyone who now grasps the bigger picture recognizes the decisive shift in power in the global race between Chinese dominance and the West's drive for independence. This is exactly where the e-car giant BYD, the emerging lithium producer Rock Tech Lithium and the traditional group Mercedes-Benz come in, with opposing but equally trailblazing strategies.

Commented by Lars Winter on July 8th, 2026 | 07:15 CEST

Zefiro Methane, RWE, and KSB Under the Microscope: Three Stocks for the New Energy Infrastructure Boom

• methane
• OrphanWells
• Oil
• Energy
• renewableenergy

The ongoing energy transition is giving rise to many new business models and niche markets, sparking new excitement in the stock market and offering investors promising investment opportunities. In addition to wind turbines, solar panels, and hydrogen, new power plants, data centers, and power grids are also being developed. Furthermore, the old energy infrastructure must be decommissioned. Abandoned oil and gas wells must be plugged, methane emissions reduced, sites remediated, and energy infrastructure modernized. This is precisely what is giving rise to an exciting market worth billions. We are taking a closer look at three energy stocks with very different risk profiles: Zefiro Methane, a promising specialty stock; RWE, a major German energy leader; and KSB, a quiet infrastructure beneficiary in the mechanical engineering sector.

Commented by Tarik Dede on July 8th, 2026 | 07:10 CEST

Commodity Stocks in Focus: Kinross Gold, Strategic Resources, and Barrick Mining

• Commodities
• Gold
• VTM
• ironore
• GreenSteel

Interest-rate expectations in the United States have fallen sharply. By now, the markets are only pricing in a single rate hike. And even that one looks at risk in light of Fed Chair Kevin Warsh's comments on inflation. Few or no further rate hikes this year are poison for the dollar. A weaker greenback, however, usually drives the commodity markets. Accordingly, gold, silver and other metals should benefit from this constellation. In any case, gold has already managed its first rebound off the low. That is why we are looking at the shares of Kinross Gold, Strategic Resources and Barrick Mining today.

Commented by Nico Popp on July 8th, 2026 | 07:05 CEST

Canada and Europe Are Jointly Securing Raw Materials: Why BMW and Volkswagen Should Keep an Eye on Power Metallic Mines

• PGMs
• CriticalMetals
• Electromobility

The automotive industry's transition to electric mobility is disrupting traditional supply chains. While efficient assembly used to be the key factor, in the era of electric vehicles, secure, environmentally responsible access to critical minerals matters most. Above all, strict legal requirements, such as the European Supply Chain Due Diligence Act, are forcing automakers to fully document the origin of their raw materials all the way back to the mine. In this complex landscape, Canada has emerged as one of the most important partners for European industry. The standards and mineral content are just right here—we introduce the market and potential beneficiaries.

Commented by Fabian Lorenz on July 8th, 2026 | 07:00 CEST

Stock Poised for Multi-Bagger Gains? Rheinmetall, OHB, and MustGrow Under the Analyst Microscope

• biologicals
• mustard
• agritech
• Defense
• hightech

Created and published on behalf of MustGrow Biologics Corp.

Is Rheinmetall's frigate setback only half as bad as it first appeared? While analysts have trimmed their revenue forecasts, they generally view the overall impact as manageable and continue to recommend the stock as a Buy. For MustGrow's stock, some analysts even see multi-bagger potential. The Canadian company aims to transform agriculture with its mustard-based biological crop protection products. Commercial rollout is now underway, with revenue and earnings expected to grow significantly over the coming years. Its partnership with Bayer is expected to provide additional upside potential. Meanwhile, OHB's capital increase concludes today. Shares in the German space company have come under significant pressure in recent weeks. Although analysts continue to recommend the stock as a buy, they see only limited upside from current levels, while the valuation remains demanding.

Commented by Carsten Mainitz on July 7th, 2026 | 07:40 CEST

Disruption at the Core of Big Tech and EVs – How HPQ Silicon Could Shape Micron and BYD

• Silicon
• Batteries
• BatteryMetals
• Hydrogen
• greenhydrogen
• cleantech
• Electromobility

The future of artificial intelligence infrastructure and electric mobility will not be determined by software alone. Both megatrends are increasingly encountering physical limitations that require breakthroughs in materials science rather than in computing power. In the battery industry, conventional graphite anodes are emerging as a bottleneck for further improvements in energy density and charging performance. At the same time, the semiconductor industry is searching for the next generation of materials to enable faster, more efficient chip architectures as traditional scaling approaches reach their limits. The solution to both challenges lies in the same element: silicon. This is precisely where HPQ Silicon has positioned itself. The Canadian company is developing technologies that could play a key role in the production of high-purity silicon and advanced silicon-based materials, offering disruptive potential across multiple industries, from semiconductors to next-generation batteries.

Commented by Nico Popp on July 7th, 2026 | 07:35 CEST

Pulling the Plug on Cancer: Agios Pharmaceuticals, Revolution Medicines, and Vidac Pharma

• Biotechnology
• Biotech
• Cancer
• Pharma

Without health, everything else is nothing. In recent years, companies in the pharmaceutical and biotech sectors have already achieved major successes when it comes to easing the suffering of the chronically ill and of cancer patients. Progress is increasingly being made thanks to innovative platform approaches that make it possible to combine different technologies. One example is thermodynamic and metabolic platforms. We examine the latest trends and explain how investors can also benefit from innovations in biotechnology.

Commented by André Will-Laudien on July 7th, 2026 | 07:30 CEST

DAX at 30,000—Unrealistic? Keep an Eye on DroneShield, Volatus Aerospace, Airbus, and Hensoldt

• Defense
• Drones
• hightech
• aerospace

It has been a long time since global equity markets experienced such a powerful and broad-based bull run. Investors have once again been reminded that geopolitical conflicts do not necessarily trigger prolonged market declines. Instead, they often reinforce expectations of higher defence spending, accelerated technological innovation, and additional government investment. At the same time, public debt continues to climb. Rather than being meaningfully reduced, maturing obligations are typically refinanced by issuing new debt. In the view of many market participants, this ongoing expansion of public borrowing continues to provide liquidity support for financial markets. This trend has persisted since the global financial crisis of 2008. Meanwhile, the influence of major technology entrepreneurs and capital allocators on politics and industry has become increasingly apparent. Figures such as Elon Musk play a far greater role in shaping industrial policy and technological development than would have seemed conceivable only a decade ago. Valuation, however, remains a growing concern. The cyclically adjusted Shiller P/E ratio for the S&P 500 has averaged roughly 17.4 over the long term. At around 39.5, it currently stands approximately 127% above that historical average. That places the market among the most richly valued periods in modern history, exceeded only by the peak of the dot-com bubble in 1999. Whether traditional valuation metrics remain fully applicable in today's AI-driven and highly liquid market environment has therefore become an increasingly debated question among investors.

Commented by Armin Schulz on July 7th, 2026 | 07:25 CEST

Barrick Mining, Desert Gold and B2Gold – lock in the premium as risk falls

• Mining
• Gold
• Commodities
• Africa
• Investments

Illegal gold outflows have cost Mali billions each year, but the new Malian Office of Precious Substances is ending that era. The agency centralizes precious-metals trading, collects overdue levies and has already recovered more than USD 1 billion. For investors, this shift means transparent rules, booming official exports and, above all, falling risk. That sends the margins of compliant producers surging. We analyze how Barrick Mining is proceeding, how Desert Gold is taking the decisive step toward producer status and how B2Gold is expanding its market position.