Carsten Mainitz
The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.
Most recently, he headed a Hamburg-based investment research company as a member of the board for 8 years.
He is particularly interested in international small and micro caps and empirical capital market research (behavioral finance).
Commented by Carsten Mainitz
Commented by Carsten Mainitz on August 21st, 2026 | 08:55 CEST
Do Not Miss These (Hidden) Champions of the Environmental Industry: Zefiro Methane, Siemens Energy and 2G Energy
Created and Published on Behalf of Zefiro Methane Corp.
Replacing fossil fuels and reducing greenhouse gas emissions are key to mitigating the negative effects of climate change. Decarbonization is being driven by international climate goals such as the Paris Agreement, legal requirements from the EU and national governments, and growing pressure from businesses, capital markets, and society at large. Alongside well-known players such as Siemens Energy and 2G Energy, which represent the transformation of global power grids and flexible, decentralized energy generation, Zefiro Methane stands out as a hidden champion in the remediation of legacy energy infrastructure, addressing a multi-billion-dollar market. Analysts at GBC see more than 200% upside potential for the Canadian company.
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Commented by Carsten Mainitz on August 20th, 2026 | 07:40 CEST
Drone Alert Across Europe: Volatus Aerospace, Hensoldt and Deutsche Telekom Are Building a Digital Shield
The importance of drones is growing steadily. Their true value increasingly stems from the interplay of data, software, and other services related to their deployment. A modern drone architecture must detect aerial objects, analyze signals, transmit information, prepare decisions, and initiate countermeasures when necessary. While Volatus Aerospace combines drone systems, operational services, training, and—increasingly—software, Hensoldt specializes in sensor technology and military system integration. As a major network infrastructure provider, Deutsche Telekom is also playing an increasingly important role. All in all, this is an exciting and promising investment theme for investors. Which stock has the greatest potential?
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Commented by Carsten Mainitz on August 19th, 2026 | 07:55 CEST
Weight-Loss Boom 2.0: BioNxt Solutions, Novo Nordisk and Nestlé Are Growing in a Billion-Dollar Market
The weight-loss injection has not only transformed the pharmaceutical market but is also gradually impacting the food industry. The prescription drug semaglutide, used to treat type 2 diabetes and obesity, is at the forefront of this trend. The active ingredient mimics the body's own gut hormone GLP-1, thereby achieving several desired effects. It increases feelings of fullness, reduces appetite, slows gastric emptying, and improves insulin secretion. Meanwhile, innovative specialists such as BioNxt Solutions are positioning themselves by advancing alternative and improved drug delivery methods. The Canadian company is developing thin films of active ingredients that dissolve under the tongue and are intended to replace medications administered via injection or traditional tablets. The news flow is promising. At the same time, Nestlé is creating a new food category for people who want to lose weight using GLP-1 preparations. Who has the edge?
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Commented by Carsten Mainitz on August 19th, 2026 | 07:10 CEST
China is going for gold! Is the next rally about to begin for Lahontan Gold, Barrick and Pan American Silver?
Geopolitical tensions, doubts about traditional reserve currencies, and central bank purchases are keeping the price of gold above USD 4,000 per ounce. China, in particular, is sending signals. The People's Republic's central bank increased its gold reserves to 2,346 metric tons by mid-year. At the same time, several of the country's major banks are closing off certain channels for private trading in "paper gold" and leveraged precious metals contracts. High precious metals prices translate into high profits and cash flows for producers such as Barrick Mining and Pan American Silver, and are also leading to rising dividends for shareholders. At Barrick, the path is also clear for an IPO of its North American gold assets by the end of the year, which should unlock hidden value. Developers like Lahontan Gold offer significantly more leverage. Lahontan is in the process of reactivating the formerly producing Santa Fe Mine in Nevada, which, according to the latest news, holds approximately 2.4 million ounces of gold equivalent. The preliminary economic assessment, expected by the end of September, could be the breakthrough the stock needs.
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Commented by Carsten Mainitz on August 6th, 2026 | 07:15 CEST
The Green Gold of Contaminated Sites: Zefiro Methane Reaps What BP and Shell Have Sown
Invisible, highly dangerous to the climate, and strictly regulated. Methane is increasingly becoming the focus of political and financial markets. Meanwhile, European oil and gas giants Shell and BP are weathering global economic concerns, geopolitical turmoil, and rising sustainability requirements. With their recently released second-quarter figures, both companies are reaffirming their role as reliable cash machines. For investors, this means well-filled coffers for dividends and share buybacks. Greentech specialist Zefiro Methane, on the other hand, is tackling a massive problem that the industry has created and transforming it into a highly profitable business model. Over two million abandoned oil and gas wells (orphan wells) are emitting methane uncontrollably in the US alone. Methane is responsible for about 30% of global temperature rise and has a warming effect approximately 80 times stronger than carbon dioxide over a 20-year period. Government programs worth billions are addressing the problem. Zefiro Methane has positioned itself excellently in this market, which is valued at approximately USD 500 billion. According to analysts, the shares have upside potential of over 200%.
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Commented by Carsten Mainitz on August 5th, 2026 | 09:10 CEST
The New Gold Rush Is Nuclear Energy: How American Atomics Could Benefit from the AI Boom Driven by Microsoft, Amazon, and SAP
Microsoft and Amazon are engaged in a multi-billion-dollar race to expand their AI capabilities. The two tech giants' strong quarterly results have recently electrified Wall Street. Investors celebrated the successful monetization of AI cloud services and full order books. The figures from the German software company SAP were also well received. The rapid expansion of cloud platforms and AI data centers is not only devouring investments on a previously unseen scale but also consuming enormous amounts of electricity. Against this backdrop, nuclear energy is experiencing a renaissance. It reliably and consistently provides the necessary baseload power while producing virtually no CO₂ emissions. This evolving landscape creates a compelling market opportunity for companies such as American Atomics. The Canadian company is in the process of establishing a vertically integrated North American nuclear fuel supply chain and is achieving key milestones.
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Commented by Carsten Mainitz on August 4th, 2026 | 08:45 CEST
At the Forefront of the Digital Revolution: Is the Next Big Leap Coming from HPQ Silicon, Intel, and JinkoSolar?
Several major technology trends of the coming decades, no matter how diverse, share a common denominator: silicon—a raw material, or, chemically speaking, a semiconductor—found in nearly all key technologies of modern society. Without silicon, there would be no high-performance computer chips, no smartphones, no solar modules, and no modern digital infrastructure. This is where HPQ Silicon comes in. The Canadian company is developing innovative methods for the production and processing of silicon-based materials to make industrial processes more efficient, cost-effective, and resource-efficient.
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Commented by Carsten Mainitz on August 3rd, 2026 | 07:40 CEST
Drones, Data, Industrial Intelligence: How These Promising Trends Are Paying Off for Volatus Aerospace, Palantir, and Schaeffler
AI is revolutionizing numerous industries. Robotics and automation are accelerating, and the resulting trends reinforce one another. At the same time, massive geopolitical shifts are resulting not only in rising defence spending but also in a shift in priorities toward (technological) sovereignty, resilient supply chains, and securing (digital) infrastructure. Palantir provides the technical foundation for many of these areas. Schaeffler is synonymous with expertise in industrial manufacturing. Volatus Aerospace, on the other hand, combines multifaceted expertise into a high-growth ecosystem. As an integrated provider of autonomous aviation systems, reconnaissance, software, training, and defence technologies, the Canadian company is benefiting significantly from a surge in orders from the NATO community. Proprietary platforms are driving growth and making it more scalable while margins rise.
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Commented by Carsten Mainitz on July 31st, 2026 | 07:00 CEST
Analysts Sound the Alarm: Desert Gold and Steyr Offer Significant Upside Potential—Is Stabilus Poised for a Robotics-Driven Turnaround?
Selected small caps can offer compelling opportunities beyond the market's biggest names. Analysts see significant upside potential in several companies, citing attractive catalysts and long-term growth prospects. Desert Gold is approaching the start of gold production, a milestone that GBC analysts believe could drive a substantial re-rating of the stock. At Steyr, the first potential acquirer has emerged. Although the talks were not successful, this is nonetheless an encouraging strategic signal. Here, too, analysts recommend buying. Meanwhile, could Stabilus' latest strategic robotics partnership mark the beginning of a turnaround? Which of these stocks could be the next to break out?
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Commented by Carsten Mainitz on July 29th, 2026 | 07:10 CEST
Steel Is Strategic Again: How Strategic Resources and thyssenkrupp Could Benefit—and What It Means for TKMS
Geopolitical tensions, rising defence spending, the energy transition and the drive for more secure supply chains are placing renewed emphasis on industrial production and strategic materials. Without metals, specialty alloys, and high-performance materials, neither modern defence systems nor next-generation technologies can function. Strategic Resources is positioning itself at the heart of these critical trends. The company continues to advance its flagship BlackRock project in Canada. On the one hand, the Canadians aim to supply high-grade iron ore for the production of "green steel," which aligns with the megatrend of decarbonization. At the same time, however, the company has several additional growth opportunities up its sleeve.
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