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 November 13th, 2026 | 05:22 CET
Is the Stock Market Too Pessimistic Here? Lahontan Gold, Aixtron and TeamViewer Under the Microscope
Lahontan Gold, Aixtron and TeamViewer have one thing in common: their shares are under pressure. However, their prospects may be better than their current market valuations suggest. While Lahontan Gold is banking on the reopening of a gold mine in Nevada, Aixtron has announced a strategically significant order intake. TeamViewer's lowered revenue guidance, meanwhile, has shaken investor confidence. Investors are increasingly questioning whether the software specialist can translate its sales efforts into new customers and sustainable growth. Where is there genuine share price upside, and where would investors be better off staying on the sidelines?
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Commented by Carsten Mainitz on November 11th, 2026 | 05:33 CET
Boom with a Few Hurdles? Almonty, Rheinmetall and Renk Put to the Test! Is Now the Time to Buy?
Commodities, defence, returns. This formula for success has developed cracks. Following the recent sharp share price pullbacks, the crucial question is whether these are now buying opportunities or warning signals? With tungsten, Almonty is focusing on a strategic raw material with growing demand and considerable geopolitical significance. With the ramp-up of the South Korean Sangdong mine, Almonty is on the verge of a strong growth spurt. High prices, long-term offtake agreements and a further expansion phase also strengthen the sales outlook. Business at specialist Renk is running at full tilt. Following another forecast cut, Rheinmetall must offer investors a more reliable outlook. Where are the most attractive opportunities now?
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Commented by Carsten Mainitz on November 10th, 2026 | 05:45 CET
Exciting pharma duel: Who will take off now - BioNxt Solutions, Bayer or Novo Nordisk?
New active ingredients, expanded indications and more user-friendly dosage forms are driving momentum in the global pharmaceutical market. BioNxt Solutions is focusing on novel oral dissolvable films and working towards regulatory and clinical breakthroughs. Industry heavyweights Bayer and Novo Nordisk have recently reported solid quarterly results. Bayer has already overcome several challenges and raised its outlook. At the same time, Novo Nordisk is impressively demonstrating how innovative forms of administration in obesity treatment can achieve soaring commercial success. Where do the most attractive opportunities for investors lie following the latest developments?
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Commented by Carsten Mainitz on November 5th, 2026 | 05:27 CET
Desert Gold, Heidelberger Druckmaschinen and Evonik: Where is the stock market underestimating the potential?
Prepared and published on behalf of Desert Gold Ventures.
The reporting season could hardly be more contrasting. While Evonik is impressing with higher earnings, Heidelberger Druck is shocking the market with a profit warning. Meanwhile, Desert Gold is on the verge of its first precious metal production. Analysts consider all three stocks to be undervalued. Research firm GBC even sees enormous upside potential of more than 600% for Desert Gold. Are these stocks now poised for a fundamental revaluation, or are investors knowingly walking into a value trap? We take a closer look!
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Commented by Carsten Mainitz on November 4th, 2026 | 05:36 CET
Who is cashing in on the energy transition? RE Royalties, Nordex and RWE compared!
The expansion of the energy system consumes vast amounts of capital but opens up new business opportunities for companies along the entire value chain. But where do shareholders earn the most? Canada's RE Royalties focuses on financing. The company provides capital to renewable energy projects and, in return, receives interest and long-term shares in project revenues (royalties). Nordex, by contrast, earns money from wind turbines and their maintenance and recently raised its margin target. RWE earns money from power generation, trading and infrastructure and is driving the expansion of its energy portfolio. Who holds the best cards?
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Commented by Carsten Mainitz on November 3rd, 2026 | 05:33 CET
Hit or Miss? Diesel, dynaCERT, Deutz and Daimler Truck – Assessing the prospects in a changing commercial vehicle industry
Retrofit, convert or replace? When will the transition to new powertrains gain momentum? dynaCERT aims to make existing diesel engines more efficient using its hydrogen technology. Deutz is expanding its engine business to include energy and defence technology. Daimler Truck combines its established commercial vehicle business with the development of new powertrains. Sooner or later, the shift towards lower-emission commercial vehicles will inevitably come down to hard numbers. When and how do these investments pay off? Which company has the most convincing answers?
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Commented by Carsten Mainitz on November 3rd, 2026 | 05:32 CET
AI needs more than chips: Power Metallic Mines, Siemens Energy and Micron under the investor spotlight!
Created and Published on Behalf of Power Metallic Mines
"Ultimately, it is all a question of supply and demand". The well-known commodities investor Jimmy Rogers reduced a fundamental stock market rule to this simple formula. Several areas determine how quickly AI and digitalisation can advance. Raw materials, energy infrastructure and memory technology must work together. The companies mentioned address different points. Power Metallic Mines aims to develop a high-quality polymetallic deposit in Québec. An important milestone is the indicative valuation announced for the first half of 2027. Business is booming at Siemens Energy and even more so at Micron. Is the air getting thinner, or do the shares still have a long run ahead of them?
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Commented by Carsten Mainitz on November 2nd, 2026 | 05:36 CET
Multimillion-dollar contracts and fresh capital: Zefiro Methane profits handsomely from America's legacy liabilities! Bullish analyst price target!
Created and published on behalf of Zefiro Methane Corp.
America's oil and gas industry is leaving behind a costly legacy. Several million orphaned wells require professional plugging and site remediation. Methane leaks from these wells pose a major problem that remains insufficiently recognised by the general public. Methane is one of the most damaging greenhouse gases, with around 80 times the global warming potential of CO₂ over the first 20 years. The professional decommissioning of these legacy sites is therefore becoming increasingly important and is receiving growing political attention through funding programmes worth billions. Zefiro has established itself as a hidden champion in this field in the US. A government order backlog of around USD 40 million provides planning certainty, while the recently completed capital increase lays the foundation for accelerated growth and acquisitions. Analysts believe the share price could triple.
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Commented by Carsten Mainitz on November 2nd, 2026 | 05:21 CET
NSJ Antimony, Rheinmetall, Infineon: Whoever controls the bottlenecks will be among the winners!
Created and published on behalf of NSJ Antimony Corp.
Modern armed forces need ammunition; data centres need a high-performance power supply. Across industries, reliable industrial supply chains are becoming increasingly important. This puts companies that develop critical raw materials or build important production capacity in the spotlight. Equipped with fresh capital, NSJ Antimony is advancing its antimony project in Canada. The critical metal is indispensable for flame retardants, the defence industry, ammunition, electronics and certain energy storage systems, among other things. Defence giant Rheinmetall is due to release important news this month, including quarterly figures and an updated medium-term forecast. The semiconductor manufacturer is investing heavily in capacity to power the AI era. Which share is ahead?
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Commented by Carsten Mainitz on October 29th, 2026 | 05:31 CET
Gold, Tickets, Turnarounds! Why Stock Pickers Should Take a Closer Look at DRC Gold, CTS Eventim and Mutares Now
The stock market is no petting zoo. Investors seeking returns have to go hunting themselves. Stock picking is the art of finding tomorrow's winners before the rest of the market wakes up. Under the leadership of industry veteran Klaus Eckhof, DRC Gold is working to take a stake in a gold project in the northeast of the Democratic Republic of the Congo. This could take the company to a whole new level. CTS Eventim is attracting renewed attention thanks to an activist investor. This could boost the share price. Mutares has many irons in the fire. Who is ahead?
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