Carsten Mainitz

Commented by Carsten Mainitz on September 11th, 2026 | 08:25 CEST

Knowledge Becomes Currency! Opportunities for Aspermont, Palantir and Rio Tinto?

• Digitization
• bigdata
• commodities
• Software
• AI

Knowledge is power. And those who can sell it at scale can turn it into a lucrative business model. That is precisely what the long-established mining publisher Aspermont is pursuing. The Australian company is using artificial intelligence to transform its nearly 200 years of expertise in the global commodities industry into high-quality data products. The potential for scaling is enormous. Mining giant Rio Tinto is already on board as a client, which can be seen as a major vote of confidence. Palantir, in a different area, demonstrates just how strong demand for data-driven decision-making is becoming and how profitable scalable digital business models can be. What specific opportunities are available to investors?

Commented by Carsten Mainitz on September 11th, 2026 | 08:05 CEST

The Drone Threat Is Growing! Volatus Aerospace, Rheinmetall and Deutz in Focus

• Drones
• Defense
• hightech
• geopolitics

Geopolitical upheaval is reshaping the defence sector. What long seemed like a scene from a movie has long since become reality. Drones are increasingly being spotted over critical infrastructure, airports, and military facilities. This underscores the need for high-performance drone defence systems. Volatus Aerospace is one of the highly specialized defence tech companies offering a complete ecosystem in this key industry. The latest major contract from the Canadian government impressively underscores the business potential. At the same time, established industry giants like Rheinmetall are sitting on record-high order books, yet their share prices continue to correct. The crucial question is increasingly which sectors are driving growth and how margins are developing. Through a strategic acquisition, the long-established engine manufacturer Deutz is now also focusing on the defence sector. The stock market likes this. Which stock will take off next?

Commented by Carsten Mainitz on September 10th, 2026 | 08:20 CEST

From Nuggets to Networks: How Lahontan Gold, Siemens, and Allianz Are Redefining the Precious Metal's Value Chain

• Mining
• Gold
• Silver
• Commodities
• PreciousMetals

Gold remains in demand over the long term, but could face pressure from interest rates in the short term. Market participants are increasingly anticipating a US interest rate hike in September. While high energy prices are weighing on the market, geopolitical crises, a weak US dollar, spiraling government debt, and record-high central bank purchases are acting as strong counterbalances. Accordingly, analysts see significant upside potential for the precious metal through 2027. To maximize returns from the next medium-term upswing, investors should take a broader view of the "ecosystem". Lahontan Gold, in particular, stands out positively here. The Canadian company is consistently driving its transformation from an explorer to a gold producer in Nevada. This transformation phase for emerging commodity producers typically involves numerous milestones that drive higher corporate valuation. Siemens provides the automation and digitalization needed for efficient mining, thereby covering another angle. Allianz and its industry partners provide investors with strategic access to physical gold and mining stocks through asset management. Which stock will outperform gold?

Commented by Carsten Mainitz on September 10th, 2026 | 08:10 CEST

Korea, Supply Chains and Naval Power: How Almonty Industries Is Laying the Foundation for Defence Champions Renk and TKMS

• Tungsten
• Defense
• CriticalMetals
• maritime

Global value chains are being realigned. Fueled by ongoing geopolitical tensions, global supply chain restructuring and historic rearmament programs, the spotlight is shifting to companies that form the physical backbone of Western industry and defence. Investors looking to capitalize on tomorrow's trends can no longer ignore critical metals like tungsten and specialized defence companies. Almonty is positioning itself as a strategic tungsten supplier for Western industry and is helping to reduce dependence on China's dominant market position for this key metal. Analysts are bullish. Renk supplies indispensable key components for military vehicles through its specialized propulsion systems, while TKMS, with its submarines and naval vessels, stands for the security of sea lanes and maritime deterrence. Critical raw materials, military mobility, and modern fleets—where are the most attractive stock market opportunities?

Commented by Carsten Mainitz on September 9th, 2026 | 07:05 CEST

Hidden Opportunities? Why Zefiro Methane, Verbio and E.ON Could Be Worth a Closer Look Now

• methane
• OrphanWells
• Energy
• Sustainability
• chemicals

Created and Published on Behalf of Zefiro Methane Corp.

The energy transition is changing the way energy is generated, transported, and used. Policymakers and legislators are establishing frameworks to reduce greenhouse gas emissions. This is creating a structural megatrend – decarbonization – with far-reaching implications for markets and investments. In addition to CO₂, methane is increasingly coming into focus. Methane is released, among other things, during the extraction, processing, and transportation of natural gas and crude oil. When it escapes into the atmosphere through leaks, it is around 80 times more harmful than CO₂ over the medium term. Zefiro Methane is positioning itself at this critical juncture. As a market leader in many US states, the company is eliminating legacy pollution from the fossil fuel industry and is thus tapping into a market worth billions. Its order books are full, and analysts are bullish. Experts are equally positive on Verbio and E.ON. Which company will benefit most from the ongoing structural transformation?

Commented by Carsten Mainitz on August 28th, 2026 | 07:35 CEST

Explosive News: Power Metallic Mines Nears a Decisive Milestone — How Are BASF and BYD Performing?

• PGMs
• Copper
• Electromobility
• Electrification

AI and electrification require enormous amounts of copper. According to the International Energy Agency, a supply shortfall of approximately 6.6 million metric tons is projected by 2035. New mines and functioning recycling loops will therefore be equally indispensable. Power Metallic Mines could arrive at exactly the right time with its polymetallic Nisk project in Québec. The company's initial mineral resource estimate, expected soon, will reveal the deposit's industrial significance and whether the stock is poised for a revaluation. Chemicals giant BASF is strategically positioning itself in raw materials and recycling while gaining additional appeal through the planned spin-off of its agricultural business. BYD demonstrates just how rapidly international demand is growing, with Europe playing an increasingly important role. Who holds the best cards?

Commented by Carsten Mainitz on August 28th, 2026 | 07:25 CEST

From Chip Shortage to Oversupply? Micron, Infineon and Strategic Resources in the Cycle Check

• Energy
• AI
• Software
• chips
• semiconductor
• VTM
• ironore

Concerns that the multi-billion-dollar expansion of new chip factories and AI data centers could outpace demand and trigger a classic "hog cycle" marked by oversupply, price pressure, and a freeze on investment had recently cast a shadow over the tech boom. However, Nvidia's blockbuster quarterly earnings have temporarily alleviated those concerns. Demand for computing power remains high, doubts about the profitability of massive AI investments are receding into the background, and the rally can continue. Micron benefits directly from the rapidly growing demand for high-performance memory, while Infineon enables energy-efficient power supply for data centers. Strategic Resources focuses on the raw materials and resources without which the expansion of the physical infrastructure of the AI era would not be possible, with a particular emphasis on high-quality iron ore and vanadium.

Commented by Carsten Mainitz on August 27th, 2026 | 07:10 CEST

Gold Rush in West Africa: Desert Gold, Barrick and B2Gold—New Opportunities on the Horizon?

• Gold
• Commodities
• Investments
• Africa

Gold is trading above USD 4,600 per ounce, delivering exceptional margins for producers. High government deficits, geopolitical conflicts, doubts about the long-term stability of major currencies, and the continued diversification of central bank reserves are driving structural demand, while rising interest rates and a strong US dollar could act as a brake. Overall, the big picture is promising. However, with mining stocks, the devil is in the details; therefore, jurisdiction, location, and project quality also play a major role. The intersection of these three companies lies in Mali, a key mining country, where the situation is increasingly returning to normal. Thus, existing risk premiums could decline significantly in the future. Barrick is ramping up Loulo-Gounkoto faster than expected, and B2Gold has received the crucial approval for the Fekola expansion. Desert Gold offers the greatest upside potential with a massive land portfolio, a resource base of more than 1 million ounces of gold, and the upcoming start of production. Analysts attest to the stock's potential for significant price appreciation.

Commented by Carsten Mainitz on August 27th, 2026 | 07:00 CEST

The Underrated Gap-Filler in the Billion-Dollar Market: dynaCERT Between Plug Power and Daimler Truck

• Hydrogen
• cleantech
• Trucks
• GreenTech

There is a huge gap between today's diesel reality and tomorrow's emission-free long-haul transport. This is precisely where dynaCERT comes in. Its innovative retrofit technology generates hydrogen on demand onboard, thereby demonstrably reducing fuel consumption and emissions. Commercialization is gaining momentum. Hydrogen specialist Plug Power is also making good progress and nearly turned a profit in the second quarter. Daimler Truck presents a mixed picture as the delivery of the first 100 NextGenH2 trucks nears. Who has the edge?

Commented by Carsten Mainitz on August 26th, 2026 | 07:15 CEST

Perspective Shift: Long-Term Growth at a Discount? Almonty Industries, Renk and Rheinmetall After the Correction

• Tungsten
• Defense
• hightech
• geopolitics

The Western defense boom is running into an often-overlooked bottleneck: tungsten. While China dominates the global market and has restricted exports, Almonty is ramping up operations at the strategically important Sangdong mine in South Korea. At full capacity, the mine is designed to supply around 40% of global tungsten demand outside China. This strategic position, record-high tungsten prices, and a substantial cash reserve, which the company is currently using for share buybacks, underpin Almonty's significant strategic flexibility. Renk and Rheinmetall, as defense contractors, provide the industrial counterpart. Packed order books, rising margins, and a defense cycle that could extend well beyond the current decade support the sector. But can these companies actually handle such enormous growth? Does the recent share price correction now offer an opportunity, or have future expectations simply become too ambitious?