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 January 30th, 2026 | 07:00 CET
Business is booming, stocks are booming: Almonty Industries, Rheinmetall, and TKMS in focus
Shares in commodity producers and defense companies are booming. Geopolitical conditions and structural long-term demand trends form the basis for a sustained positive climate. Almonty Industries stands out in particular as a leading global producer of the critical raw material tungsten. Demand from the defense, aerospace, high-tech and other strategic industries is growing massively worldwide, especially in the United States. The price of tungsten rose by over 160% last year and continues its upward trend this year.
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Commented by Carsten Mainitz on January 29th, 2026 | 07:45 CET
Antimony: Critical raw material becomes a geopolitical factor – Antimony Resources poised for revaluation
Antimony Resources is quietly emerging as a raw materials story with enormous strategic impact. The critical raw material antimony is relevant to security, indispensable to industry, and too unevenly distributed globally. In an environment where supply chains are politicized and critical raw materials are becoming geopolitical weapons, the Company is set to increasingly come into focus with Bald Hill, the largest antimony project in North America. Investors who recognize the trend early on are securing a place at the beginning of a highly exciting and lucrative investment story.
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Commented by Carsten Mainitz on January 28th, 2026 | 07:30 CET
Silver Viper Minerals – The perfect combination of a silver boom, exploration potential, and takeover speculation
All eyes are on silver. Recently, the price per troy ounce almost reached the USD 120 mark. Even though short-term speculation is on the rise, one thing is certain: the silver market is experiencing a sustained and structural supply deficit. All in all, these are favorable conditions for existing and prospective producers. Mexico is the global leader in silver production and is dynamically developing new deposits. Investors can benefit from this situation with Silver Viper Minerals shares. Under the leadership of an experienced management team with a strong track record, the Company is developing large, high-quality silver properties in the Central American country. Further progress is also fueling takeover speculation.
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Commented by Carsten Mainitz on January 27th, 2026 | 07:20 CET
Let profits run: Power Metallic Mines, Barrick Mining, and TKMS – There is still a lot of potential here!
The bull market for precious metals is gaining momentum. Gold and silver reached new historic highs with prices above USD 5,000 and USD 100 per troy ounce. Prices for critical raw materials and industrial metals are also rising. This is fueling further price increases for precious metal and commodity producers such as Barrick Mining. Up-and-coming producers such as Power Metallic Mines, whose assets have strategic value due to their jurisdiction, size, and quality, also offer promising opportunities. In addition, defense stocks continue to be popular with investors.
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Commented by Carsten Mainitz on January 26th, 2026 | 07:35 CET
2026 – The comeback of hydrogen stocks: Now it is substance that counts, not hype! The hidden potential of dynaCERT, Ballard Power, and VW
For years, hydrogen stocks were considered the promise of the future. The hype was followed by a hangover. Valuations have fallen sharply, and after a phase of exaggerated expectations, the focus is now shifting to robust business models and industrial scaling. dynaCERT stands out with its innovative bridge technology that meets high environmental standards. Its ready-to-use solutions for reducing emissions are convincing more and more customers from industry. As an established player, Ballard Power is driving the further development of fuel cells in heavy-duty transport. Volkswagen is taking a different approach. A few days ago, the automaker published key data for the past fiscal year, which came as a positive surprise.
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Commented by Carsten Mainitz on January 22nd, 2026 | 06:50 CET
Batteries as a crucial key technology: VW, NEO Battery Materials, and Hensoldt in a technological alliance
The global race for battery technologies and technological sovereignty is becoming significantly more intense. NEO Battery Materials is coming into focus with its market-ready, high-performance silicon anodes and the imminent ramp-up of mass production. The Canadian company is positioning itself as a Western alternative to Chinese-dominated supply chains, combining technological advantages with a compelling cost profile. At the same time, Volkswagen is under pressure to accelerate its e-mobility strategy in an increasingly fragmented and competitive global market. Hensoldt, meanwhile, is benefiting from the rapid expansion of drones, sensors, and security-related future technologies. Together, these three companies illustrate how closely capital markets, geopolitics, and industrial innovation are now intertwined.
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Commented by Carsten Mainitz on January 21st, 2026 | 08:20 CET
These specialists continue to generate significant profits: Globex Mining, Barrick Mining, and Mutares!
Gold is approaching the USD 5,000 mark, while silver is trading at almost USD 100 per ounce. Given these bullish prices, precious metal producers such as Barrick are enjoying substantial profits. Business is also going well for specialized investment companies such as Mutares. The Munich-based company recently announced the largest purchase in its history. However, the transformative nature of this move has not yet been priced into the share price. Globex Mining offers an exciting mix of commodities and investment vehicles with a broadly diversified portfolio of 269 commodity assets. The stock holds significant revaluation potential.
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Commented by Carsten Mainitz on January 20th, 2026 | 07:25 CET
Never change a winning team! This triumphant trio belongs in every portfolio: Almonty Industries, TKMS, and Rheinmetall
In the current year, the old favorites remain the new favorites: defense and commodities. Geopolitical tensions and rising defense budgets, as well as demand for critical commodities, are shaping the big picture. Reflecting these conditions, defense stocks and shares in raw materials producers should continue to rise. Almonty Industries stands out in particular. Rising tungsten prices provide significant leverage for Almonty Industries, currently the largest tungsten producer outside China. When will the next price surge come?
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Commented by Carsten Mainitz on January 19th, 2026 | 07:45 CET
Demand trends for energy remain strong, but ultimately it is price that matters – American Atomics, Siemens Energy, and RWE are benefiting!
Shares in the energy and raw materials sectors were good investments last year. This trend is continuing in the first few weeks of the new year. The strong growth in demand for electricity, driven in part by AI and electromobility, is structural and sustained. Important aspects in this context are the availability of energy and infrastructure and, crucially, the price. The price of electricity is becoming increasingly important as a competitive factor. Who has the most convincing answers to the challenges of the present and the future?
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Commented by Carsten Mainitz on January 19th, 2026 | 07:30 CET
Multibagger potential: Antimony Resources! Perfect setup - Sought-after critical metal in a large, high-grade, strategically important property
Geopolitical uncertainties and the race for secure supply chains are turning critical raw materials into a strategic priority. One metal that has so far received little attention is increasingly coming into focus: antimony. It is essential for defense, semiconductors, specialty alloys, and flame retardants. Antimony Resources is developing Bald Hill in New Brunswick, home to the largest known antimony deposit in North America. Recently published drilling data showing high-grade mineralization underscores the project's potential. The data already suggest that the size of the indicated resources could expand soon. All these factors could become strong drivers for the share price!
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