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 October 2nd, 2026 | 10:00 CEST
Massively Underrated! The Next Robotics Wave Is Coming – First Hydrogen, BMW and Schaeffler Are Getting in Position!
Hydrogen, AI, and robotics are transforming mobility and opening up new business opportunities. While BMW is advancing the use of humanoid robots in its own production facilities, Schaeffler is developing key components for the next generation of robotics. The developments at First Hydrogen are particularly exciting. The Canadian company is evolving from a hydrogen commercial vehicle specialist into a provider of unmanned ground vehicles and robotics, targeting a market with enormous potential. Change creates opportunity. Who will put the most horsepower on the road by the end of the year?
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Commented by Carsten Mainitz on October 2nd, 2026 | 06:45 CEST
The Full Picture: BP and Shell Produce, Zefiro Methane Cleans Up, Everyone Wins!
Created and Published on Behalf of Zefiro Methane Corp.
BP and Shell's oil and gas business will end once the last well is drained. Once the resources are depleted and the profits stop flowing, Zefiro Methane's time begins. The Canadians have built a business model around professionally decommissioning orphaned oil and gas wells. Growth has accelerated significantly in recent months through partnerships and acquisitions. Looking ahead, the monetization of avoided methane emissions could open up an additional high-margin business through emissions credits. As a hidden champion in a massively underestimated market, whose volume is estimated at around USD 500 billion, GBC analysts believe the stock has significant upside potential.
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Commented by Carsten Mainitz on October 1st, 2026 | 08:35 CEST
Drones on the Horizon: Volatus Aerospace, Deutz, and Deutsche Telekom in the Crosshairs
Drones have long been more than just flying cameras. They have become a multi-billion-dollar market for industry, infrastructure, security, and, in particular, the military. Recent history shows that drones and other unmanned systems have irreversibly changed the battlefield. However, opportunity and risk remain two sides of the same coin. The same technology used to inspect a power line can paralyze an airport or carry out a military strike. Drone "incidents" are on the rise in European airspace and are believed to be manifestations of Russia's spreading hybrid warfare. More and more companies are tackling these challenges from various angles. As an integrated defence-tech specialist, Volatus Aerospace covers nearly the entire value chain. The increasing number of defence contracts is anchoring the Canadian company even more firmly within NATO. The long-established engine manufacturer Deutz supplies electric propulsion technology, thereby expanding its business with unmanned systems. With a major acquisition, the company is growing into new dimensions. The telecommunications giant combines sensor technology, secure data transmission, and partner solutions for drone detection and defence. Exciting developments—but what does this mean specifically for the three key players?
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Commented by Carsten Mainitz on October 1st, 2026 | 07:40 CEST
Full Order Books, Weak Share Prices: Is This a Buffett Opportunity? Almonty Industries, Rheinmetall and Renk in Focus!
The defense boom is still going strong, but the tide has turned on the stock market. Following the sharp price gains of recent years, investors are becoming more selective. This is evident in Rheinmetall and Renk, whose stocks have come under pressure despite strong long-term demand. Meanwhile, Almonty Industries, a company operating at a different point in the value chain, remains in the spotlight. The South Korean tungsten mine Sangdong has received the green light to begin commercial operations at its processing facilities. Tungsten is considered a strategically important raw material for the defense and high-tech industries, and Almonty aims to position itself as the largest Western supplier in a highly concentrated market. Where are the greatest opportunities now?
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Commented by Carsten Mainitz on September 30th, 2026 | 11:05 CEST
The Next Big Thing: Quantum Computing! New Opportunities in Aqarios Quantum Technologies, D-Wave and IonQ?
The stock market loves the prospect of the next technological leap. Is quantum computing next in line? Quantum computers use the principles of quantum physics to solve certain highly complex tasks more efficiently than classical computers. The technology could dramatically transform industrial processes in medicine, energy, materials research, logistics and cybersecurity. Recently, Aqarios Quantum Technologies became the first pure-play quantum computing company to make its debut on the German stock exchange. The Munich-based company develops software for complex planning tasks and combines classical computing methods with quantum algorithms. Its latest move into the IBM ecosystem is drawing attention. The company also collaborates with numerous German blue-chip firms. IonQ has raised its revenue forecast following an acquisition, while D-Wave is benefiting from US government support. Although their business models differ, they share the common goal of turning quantum research into a scalable business. Which company will perform best in the coming months?
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Commented by Carsten Mainitz on September 25th, 2026 | 10:00 CEST
Get Set for the Next Gold Rally: DRC Gold, Barrick Mining and Newmont in Focus
Amid persistent inflation concerns and monetary policy turmoil, gold continues to serve as a safe haven and has hit an all-time high this year. Central banks are using weaker prices to make substantial purchases. With gold trading above USD 4,000 per ounce, producers such as Newmont and Barrick Mining are posting record profits. But exploration companies are also worth watching, as these second- and third-tier stocks could offer significant leverage on gold price movements during prolonged bull markets. DRC Gold fits into this category with an exciting gold project in the Democratic Republic of the Congo. Where are the biggest opportunities?
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Commented by Carsten Mainitz on September 25th, 2026 | 09:45 CEST
Steel Industry in Transition! Strategic Resources, thyssenkrupp and Salzgitter Offer New Opportunities
Less steel from China, new opportunities for the industry? According to Bloomberg, leading Chinese steelmakers recently called for tighter production restrictions and a reduction in inventory levels. If these calls lead to concrete action, price pressure on the global market could ease. Steel stocks such as thyssenkrupp and Salzgitter have already moved higher. At the same time, the shift to lower-emission steel production is changing the rules of the game and opening up opportunities across the entire value chain. Strategic Resources aims to supply high-quality iron ore pellets for modern steel mills and scale up to an industrial level. Meanwhile, project progress and financing are increasingly coming into focus. What is driving the stock prices?
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Commented by Carsten Mainitz on September 18th, 2026 | 09:35 CEST
New Chips, New Batteries, New Chances: HPQ Silicon Breakthrough? Micron Keeps Surging – Can Aixtron Catch Up?
Nvidia, AMD and Broadcom are among the companies most closely associated with the AI boom. But the next major wave of growth could emerge among suppliers and technology partners. After all, the more AI applications find their way into data centres, the greater the demand for fast memory, efficient power electronics, and new materials. HPQ Silicon is focusing on silicon as a key material for the next generation of lithium-ion batteries and recently achieved an important milestone. Aixtron and Micron are riding the AI wave in different ways. Which horse should investors bet on?
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Commented by Carsten Mainitz on September 18th, 2026 | 08:00 CEST
What If Diesel Stays Longer Than Expected? dynaCERT's Bridge Technology, Deutz and Renk in Focus
The stock market loves clear visions of the future: batteries instead of internal combustion engines, green hydrogen instead of fossil fuels, electric motors instead of diesel engines. Turning these visions into reality takes time and is more challenging than many assume. Investments, service life, cost-effectiveness, and infrastructure all add complexity to the decision-making process. This makes bridge technologies even more important, since millions of trucks and construction machines will not disappear overnight. This is where dynaCERT comes in. The Canadian company does not aim to replace diesel, but rather to make its operation more efficient. Its proprietary HydraGEN™ solution generates hydrogen and oxygen on demand and feeds the gases into the diesel engine's air intake system, reducing fuel consumption and emissions. How are the automotive and defence industries positioning themselves in light of these developments? What conclusions can investors draw regarding Deutz, Renk, and dynaCERT, and where do the best opportunities lie?
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Commented by Carsten Mainitz on September 18th, 2026 | 07:45 CEST
AI Boom Meets Grid Bottleneck: NU E Power, Nordex and Super Micro in Focus
Created and Published on Behalf of NU E Power Corp.
The International Energy Agency warns that global electricity consumption by data centres will rise to approximately 945 terawatt-hours by 2030, with insufficient grid capacity potentially holding back one in five projects. Reliable energy supply is therefore becoming a critical bottleneck. Anyone looking to drive the expansion of data centres must first secure the necessary power supply. This is precisely where Canadian company NU E Power comes in. As a project developer, the company aims to bring energy sites to market readiness and participate in the associated value creation. Wind power companies such as Nordex are adding further green power capacity, while data centre technology providers such as Super Micro are benefiting directly from rising AI demand. We take a closer look at how these three companies are positioned within the rapidly evolving energy and data-centre landscape.
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