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 July 15th, 2026 | 08:15 CEST
The Future of Food: Major Opportunities for MustGrow and K+S! What is Next for Evotec After the Sell-Off?
Created and published on behalf of MustGrow Biologics Corp.
The global food supply is undergoing a profound transformation. A growing world population, climate change, and increasingly stringent environmental regulations are creating both challenges and opportunities for companies with the right solutions. Through its focus on biological crop protection and regenerative agriculture, MustGrow is targeting future markets worth billions. Analysts see significant upside potential for the stock. How should investors position themselves now?
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Commented by Carsten Mainitz on July 13th, 2026 | 08:00 CEST
Why Lahontan Gold Deserves Attention Now: Multiple Catalysts Meet Significant Undervaluation
The price of gold remains at a historically high level, at around USD 4,100 per ounce. When high and rising gold prices meet promising projects, the stock market can quickly get exciting. Lahontan Gold finds itself in just such a phase. The Canadian company is working on the redevelopment of the historic Santa Fe gold mine in the US state of Nevada. Production is expected to begin by the end of 2027. Along the way, the company has already outlined several milestones, two of which are expected within the next few weeks. Even today, the project's value, which could rise significantly soon, exceeds its current market capitalization. This presents opportunities for investors.
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Commented by Carsten Mainitz on July 10th, 2026 | 07:40 CEST
10% dividend yield and upside potential: These stocks offer both - RE Royalties, Lang & Schwarz, and DWS
High dividends delight investors. It is even better when they are accompanied by growth potential and rising share prices. Lang & Schwarz's share price has recently plummeted. Can the dividend level of EUR 2, which corresponds to an 11% yield, be maintained for the payout scheduled for late August? DWS is set to pay a special dividend next year, which could also yield up to 10%. RE Royalties tops these figures with a highly scalable and innovative financing model. Furthermore, creating shareholder value is at the top of the priority list. All-around positive prospects for shareholders!
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Commented by Carsten Mainitz on July 7th, 2026 | 07:40 CEST
Disruption at the Core of Big Tech and EVs – How HPQ Silicon Could Shape Micron and BYD
The future of artificial intelligence infrastructure and electric mobility will not be determined by software alone. Both megatrends are increasingly encountering physical limitations that require breakthroughs in materials science rather than in computing power. In the battery industry, conventional graphite anodes are emerging as a bottleneck for further improvements in energy density and charging performance. At the same time, the semiconductor industry is searching for the next generation of materials to enable faster, more efficient chip architectures as traditional scaling approaches reach their limits. The solution to both challenges lies in the same element: silicon. This is precisely where HPQ Silicon has positioned itself. The Canadian company is developing technologies that could play a key role in the production of high-purity silicon and advanced silicon-based materials, offering disruptive potential across multiple industries, from semiconductors to next-generation batteries.
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Commented by Carsten Mainitz on July 3rd, 2026 | 08:30 CEST
In the Fast Lane! Energy Infrastructure Is Gaining Momentum: Zefiro Methane, Siemens Energy, and E.ON Are Reaping the Benefits!
Is energy infrastructure the real winner of the energy transition? While Siemens Energy is driving electrification forward with state-of-the-art grid technology and E.ON is investing billions in the expansion and digitization of electricity distribution networks, Zefiro Methane, an infrastructure stock that has received little attention until now, is coming into focus. The Canadian company is tapping into a billion-dollar market centred on the decommissioning of abandoned oil and gas wells in the US, whose methane emissions cause significant environmental and climate impacts. Government incentive programs, a growing pipeline of projects, and strategic acquisitions are driving operational momentum. Recent news indicates that energy infrastructure could become the next growth driver for the stock, which analysts already consider undervalued.
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Commented by Carsten Mainitz on July 3rd, 2026 | 08:15 CEST
The Spark in the Portfolio: How Milestones Unlock the True Value of Desert Gold, Siemens, and Mutares!
The stock market trades on the future. Yet a stock's most rewarding phases often begin when future promises turn into tangible milestones. Whether it is the transition to gold production in West Africa, strategic carve-outs in industry, or successful turnarounds in the private equity sector, reaching a key milestone can mark the beginning of a fundamental re-rating. In particular, the transformation from gold explorer to producer—as Desert Gold Ventures is currently pursuing—has historically been associated with higher valuations. Project-specific risks decline significantly, while the prospect of future cash flows supports a fundamentally different valuation framework. The latest developments at all three companies are noteworthy—and well worth a closer look.
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Commented by Carsten Mainitz on July 2nd, 2026 | 07:15 CEST
The Billion-Dollar Market Between Diesel and Decarbonization: dynaCERT, VW, and Heidelberg Materials
The decarbonization of industry and the transportation sector is one of the major investment themes of the coming decades. Various propulsion systems, such as electric and hydrogen, are competing for the favour of customers and investors. But diesel is far from obsolete. A huge market is emerging for improving the efficiency of existing fleets. dynaCERT has positioned itself in this market with retrofit solutions that significantly reduce fuel consumption and emissions. Will Volkswagen, its commercial vehicle subsidiary Traton, or Heidelberg Materials be the next customers?
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Commented by Carsten Mainitz on June 30th, 2026 | 07:35 CEST
Price pullbacks at Almonty Industries, RENK, and Aixtron present great opportunities!
While the boom in the AI and defence sectors is a familiar topic for most investors, far too little is said about the key raw material without which ammunition and modern semiconductors could not be manufactured. Tungsten combines, like no other metal, the highest melting point with extreme hardness and high density. Demand is rising dramatically while supply remains insufficient, which has led to a veritable price explosion in recent quarters. What poses a challenge for consumers is a major boon for producers. This is particularly true for Almonty Industries. The company is one of the world's leading tungsten producers and is expected to meet 40% of demand outside of China by the end of 2027. Armed with a well-funded war chest, the company also plans to grow through acquisitions. Analysts continue to see upside potential for the stock.
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Commented by Carsten Mainitz on June 29th, 2026 | 06:30 CEST
Physical AI Outshines Everything Else: First Hydrogen, XPeng, and Schaeffler Are Benefiting from the "Next Big Thing"
Experts agree that humanoid robots are among the largest future technology markets of the coming decades. Physical AI refers to AI systems that not only process information but also enable machines to perceive their environment, make decisions, and act autonomously in the real world. This forms the technological foundation for applications such as humanoid robots, autonomous vehicles, drones, and a new generation of intelligent production systems. Physical AI is thus an ecosystem that connects semiconductors, software, sensor technology, robotics, and automation. But it is not just manufacturers of humanoid robots that stand to benefit—numerous suppliers along the value chain will as well. We look at what this means specifically for First Hydrogen, XPeng and Schaeffler.
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Commented by Carsten Mainitz on June 26th, 2026 | 07:45 CEST
Do not miss it! The hidden gold play from Nevada: Lahontan Gold
It is worth occasionally recalling some business and stock market wisdom. Even if it sounds like a cliché, the profit lies in the purchase. The current decline in gold prices presents an opportunity for investors with a long-term perspective. Currently, the strong US dollar and expectations of rising interest rates are weighing on the market. Analysts have become more cautious, but still forecast significantly higher gold prices by year-end. As history shows, emerging gold producers tend to outperform the underlying market. One standout candidate is Lahontan Gold. The company plans to begin gold production in Nevada by the end of 2027 and has presented a concrete roadmap for investors, which should soon lead to a significant revaluation of the stock. The updated preliminary economic assessment (PEA) is scheduled for release in September. This benchmark is expected to be roughly four times the company's current market capitalization!
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