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 June 12th, 2026 | 06:55 CEST
Do Market Leaders Still Outperform the Market? Is Zefiro Methane in the Fast Lane, While SAP and TeamViewer Continue to Stumble?
Stock market investors are betting on tomorrow's winners. But will today's market leaders remain among them? How are AI, digitalization, the energy transition, and geopolitical uncertainty changing the landscape? SAP is trying to leverage its strong position in enterprise software to position itself as an AI winner. However, the stock's performance reflects investors' skepticism. The market views TeamViewer even more critically and wonders whether the company can defend its top position against the industry's corporate giants. Zefiro Methane is a different story altogether. The Canadians impress with a strong position in a multi-billion-dollar market. Zefiro addresses one of the most pressing environmental issues of our time—reducing methane emissions from abandoned oil and gas wells. This business segment is not only socially relevant but also benefits from regulatory tailwinds and rising investments in climate protection. The significantly undervalued stock remains under the radar of investors.
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Commented by Carsten Mainitz on June 11th, 2026 | 07:10 CEST
War, Armament Build-Up, Commodity Shortages—Take Advantage of Pullbacks in Almonty, Rheinmetall, and RENK!
The sharp correction in defence stocks over the past few months has unsettled investors. Analysts have significantly lowered their price targets, and sentiment has turned negative. However, the underlying fundamentals remain unchanged. Geopolitical tensions around the globe are rising, defence spending is reaching record levels, and there is no end in sight to global rearmament. For this reason, the current pullback presents an attractive entry opportunity. This applies in particular to Almonty Industries shares. Recently, the tungsten producer raised USD 800 million in fresh capital through a convertible bond. Investors can therefore expect value-enhancing acquisitions of assets and companies.
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Commented by Carsten Mainitz on June 10th, 2026 | 07:30 CEST
Three Ways to Benefit from the Expertise of Investment Specialists: Globex Mining, Mutares, Berkshire Hathaway
Why search for the next winners yourself when experienced investment specialists are already doing the work? Investors can benefit directly from different models of success. While Mutares focuses on so-called carve-outs and corporate turnarounds, Berkshire Hathaway—the company that made star investor Warren Buffett a household name—invests for the long term in promising companies. Globex Mining takes a completely different approach. The company has a broadly diversified portfolio of commodity projects, enabling investors to benefit from royalties, options, and capital appreciation during commodity supercycles. Three companies, three investment styles in completely different industries. What they all have in common is a focus on increasing shareholder value. How should investors position themselves?
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Commented by Carsten Mainitz on June 5th, 2026 | 08:30 CEST
Volatus Aerospace: An Underrated Drone Champion at the Intersection of NATO, AI, and SaaS
Volatus Aerospace's investment story extends far beyond the traditional drone market. The Canadian company combines regulatory barriers to entry, defence contracts, proprietary technology platforms, and recurring software revenue into a business model that is benefiting from significant tailwinds in the geopolitical landscape. With this positioning, the company ranks among the most exciting stocks in the North American security and defence sector. The company is rapidly transforming into a major integrated defence tech provider with recurring software and training revenues. Compared to competitors, the stock is undervalued. Takeover speculation could lead to a revaluation.
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Commented by Carsten Mainitz on June 4th, 2026 | 07:45 CEST
Takeover Fever! BioNxt Solutions, Delivery Hero, and Commerzbank in the Spotlight: How Investors Can Benefit!
The entry of a strategic investor or the prospect of a takeover regularly leads to significant price surges and even massive revaluations. The momentum is enormous; the global market for mergers and acquisitions has reached new records. Especially during periods of technological upheaval, geopolitical realignment, and increasing competitive pressure, companies are increasingly turning to acquisitions to secure growth, resources, or market share. In this context, there are exciting and lucrative developments for investors at BioNxt Solutions, Delivery Hero, and Commerzbank. The investment case for BioNxt Solutions is particularly compelling. The Canadian company aims to bring an alternative to weight-loss injections to market. If successful, this could create a billion-dollar business and attract acquirers. How should investors position themselves?
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Commented by Carsten Mainitz on June 4th, 2026 | 07:25 CEST
Alpha Found? Alpha Found: Lahontan Gold Positioned for Potential Market Outperformance
In equity markets, alpha refers to above-average performance, typically generated where future developments are not yet fully priced in. This is precisely the situation Lahontan Gold Corp. appears to be in today. While many investors still view the company as a traditional junior explorer, a key transformation is unfolding behind the scenes, supported by a clear timeline and multiple potential catalysts: the transition from exploration to gold production. Such development phases are often rewarded by the market with significant valuation re-ratings, as project milestones, increasing asset maturity, and the prospect of future cash flows come into focus. In addition, a planned listing on the NYSE next year is likely to provide further positive momentum for the share price. Against this backdrop, investors may still have the opportunity to position themselves early for potential above-average returns.
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Commented by Carsten Mainitz on June 3rd, 2026 | 10:30 CEST
Simple and Brutal: No Nuclear Power, No AI - Why American Atomics, Infineon, and Aixtron Play Key Roles
The energy demand of artificial intelligence and data centres is enormous. Studies consistently show that no single energy source will be sufficient; instead, a diversified energy mix will be required to meet rising global electricity consumption. Storage solutions and the critical bottleneck of grid expansion remain key challenges. A strong growth trend that has so far received too little attention is nuclear energy. In this context, American Atomics is positioning itself within the nuclear value chain. AI-driven demand is driving growth for Aixtron and Infineon; both companies hold strong market positions but operate in different segments of the value chain. The key question for investors is whether, after the strong share price performance to date, there is still upside potential in these names.
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Commented by Carsten Mainitz on June 3rd, 2026 | 07:35 CEST
The Future of Mobility: Why There Will Not Be Just One Winner – dynaCERT, BYD and Nel in Focus
High oil prices are accelerating the adoption of electric vehicles. Nevertheless, market realities, infrastructure constraints, and economic considerations all point to a future in which multiple propulsion technologies coexist. The classic diesel engine is far from obsolete. In heavy-duty transportation, mining, agriculture, and power generation, it is likely to remain indispensable for the foreseeable future. At the same time, bridge technologies are gaining importance. Here, the cleantech company dynaCERT stands out. The Canadian company's innovative retrofit solution uses hydrogen-assisted technology to improve the efficiency of existing diesel fleets while reducing emissions. BYD has established itself as a dominant force in the electric vehicle industry but continues to face intense price competition in its home market, China. Next year, the company plans to launch a new generation of battery technology. Meanwhile, hydrogen pioneer Nel aims to set new cost benchmarks for the industry, potentially strengthening its competitive position in the rapidly evolving hydrogen market. Against the backdrop of multiple competing mobility solutions, which company is best positioned to come out ahead?
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Commented by Carsten Mainitz on May 29th, 2026 | 09:30 CEST
Buy Recommendations for Desert Gold Ventures, Mutares, and SFC Energy!
Everyone knows the big names on the stock market. But tomorrow's high-yield stocks are often found in the second or third tier. By picking small-cap stocks, investors can get in early on companies that are still flying under the radar. Desert Gold Ventures is on the verge of reaching the most decisive milestone in the company's history—gold production begins in July. Analysts estimate the stock has upside potential of around 500%. Experts also see buying opportunities in Mutares and SFC Energy.
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Commented by Carsten Mainitz on May 29th, 2026 | 09:20 CEST
Cleantech Companies in the Fast Lane! How Much Higher Will Pure One, Nel, and Plug Power Shares Go?
The high prices of oil and gas amid the Iran conflict continue to provide a significant boost to cleantech stocks. Shares of Nel and Plug Power have recently risen sharply, even though most analysts remain skeptical of this trend. But as the saying goes: the market is always right. If the analysts at Trim Capital are correct, investors should keep an eye on Pure One. The experts believe the Australian cleantech company is poised to multiply its revenue over the next two years and attest that the shares have tenbagger potential.
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