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Carsten Mainitz

  • Small-Caps
  • Micro-Caps
  • Behavioral Finance

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 April 9th, 2026 | 07:10 CEST

Volatus Aerospace: The Drone Supercycle Is Just Starting—and This Undervalued Stock Stands to Soar

  • Drones
  • Defense
  • aerospace
  • geopolitics

Unmanned aviation is no longer a niche market. It is evolving into a cornerstone of modern security and infrastructure architectures. As geopolitical tensions and hotspots expand, and technological advances accelerate the need for real-time aerial intelligence, specialized providers like Volatus Aerospace are positioning themselves for the next growth surge. Volatus's rapidly growing defense business is benefiting from NATO contracts and Canada's defense strategy. With the planned Nasdaq listing, the stock is increasingly coming into focus for investors. Investors still have an opportunity to capture the significant valuation discount.

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Commented by Carsten Mainitz on April 8th, 2026 | 07:05 CEST

Power Metallic Mines: World-Class Asset at a Bargain Price – Revaluation Underway

  • Mining
  • PGMs
  • geopolitics
  • Copper
  • Digitization
  • Electrification
  • Hydrogen

The Iran conflict is currently dominating the stock markets. What lies ahead, and how hard will the energy shock hit the global economy? What remains certain is just how fragile commodity supplies and supply chains are. Western governments are pushing to regionalize critical supply chains and thereby reduce dependence on politically unstable regions. Copper and platinum group metals are high on the industrial policy agenda, as they play a significant role in electrification, the hydrogen economy, digitalization, and high-tech. This is exactly where Power Metallic Mines comes into play. The Canadian company owns a large, high-quality polymetallic project in Canada with the potential to become a major, long-term supply source for Western industries. Analysts expect the stock to rise by nearly 200% over the next 12 months!

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Commented by Carsten Mainitz on April 2nd, 2026 | 07:25 CEST

Antimony in Focus: Analysts See Doubling Potential for Antimony Resources

  • Mining
  • antimony
  • CriticalMetals
  • Defense
  • hightech
  • geopolitics

Created and published on behalf of Antimony Resources Corp.

Driven by rising defense spending, geopolitical tensions, and highly concentrated global production, the long-neglected critical raw material antimony is suddenly taking center stage in strategic raw materials policy. Around 90% of global production comes from just three countries, led by China. Antimony Resources owns the largest deposit in North America and is thus gaining geopolitical significance. The stock is increasingly appearing on investors' radar. Analysts confirm the shares have the potential to double in value.

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Commented by Carsten Mainitz on April 2nd, 2026 | 07:00 CEST

The Metal of the Energy Transition: Avrupa Minerals and Barrick with Upside Potential, BYD Under Pressure

  • CriticalMetals
  • Copper
  • Commodities
  • Electromobility
  • Electrification

The EU list of critical raw materials comprises 34 substances, including, among others, metals used in batteries and the energy transition, such as lithium, cobalt, nickel, and copper. Copper, the "metal of the energy transition," plays a pivotal role in renewable energy, electric mobility, and infrastructure. Europe, in particular, still has considerable ground to make up when it comes to developing domestic raw material sources. This is precisely where the Canadian company Avrupa Minerals comes in with a compelling strategy. At the same time, Barrick Gold is steadily evolving into a major copper player, while BYD faces an increasingly challenging market environment. Which stock offers the greatest potential?

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Commented by Carsten Mainitz on April 1st, 2026 | 07:25 CEST

Almonty Industries: When the market picks up again, things could move quickly!

  • Mining
  • Tungsten
  • Defense
  • hightech
  • geopolitics
  • CriticalMetals

There are numerous reasons to invest in Almonty Industries. The stock has recently corrected, and analysts see significant upside potential—making this an ideal time to open or expand positions. The tungsten specialist has increasingly drawn investors' attention in recent months. The company positions itself as the leading supplier to Western industries and benefits equally from geopolitical tensions and growing demand for this critical raw material. How quickly will the stock rebound?

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Commented by Carsten Mainitz on March 27th, 2026 | 07:40 CET

A Stock Picker's Paradise: DRC Gold, Verbio, and Mutares - Which Stock Is Poised to Surge Next?

  • Mining
  • Gold
  • Commodities
  • Investments
  • renewables

Even in highly volatile markets, selective opportunities continue to emerge. Investors who added Verbio to their portfolios a year ago can now celebrate a fourfold increase in their capital. The company has now raised its guidance, and analysts are once again raising their price targets. Similarly, Mutares' stock could see a significant rally again soon. The new updated medium-term targets point to continued growth, and recent analyst commentary suggests upside potential of 85% from current levels. For investors looking to leverage gold's pullbacks with the excellent prospects of an explorer, DRC Gold is a good choice.

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Commented by Carsten Mainitz on March 27th, 2026 | 07:20 CET

Underrated – Are Hydrogen Stocks Poised to Take Off? Why dynaCERT, Nel, and Plug Power Are Worth a Look Right Now

  • Hydrogen
  • GreenTech
  • cleantech
  • greenhydrogen
  • renewableenergy

First the hype, then the crash. Hydrogen stocks have been on a rollercoaster ride in recent years. In light of the current energy crisis and changing market conditions, shares in industry leaders are once again attracting growing interest from investors. Operationally, most companies are making progress. Activities in Europe are gradually developing through a matchmaking portal for hydrogen projects and subsidies. Forward-looking investment is the order of the day.

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Commented by Carsten Mainitz on March 26th, 2026 | 07:45 CET

Take Advantage of Future Cash Flows at Bargain Prices Now: Desert Gold, Barrick, and Newmont!

  • Mining
  • Gold
  • Commodities
  • Investments

In recent weeks, the gold price has corrected by over USD 1,000. Is this cause for concern? In a nutshell: no. Corrections following strong rallies are normal. Currently, the scenario of persistently high oil and energy prices is acting as a particular drag, and inflation and interest rates could rise significantly. However, historically high gold prices ensure strong profits for mining operators, as industry leaders Barrick and Newmont have demonstrated in recent quarters. Canadian-based Desert Gold currently appears particularly promising. Gold production is set to begin this summer. Analysts are extremely bullish and see potential for the stock price to multiply.

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Commented by Carsten Mainitz on March 20th, 2026 | 08:10 CET

Quality stocks at bargain prices: Almonty Industries, Rheinmetall and RENK

  • Mining
  • Tungsten
  • Defense
  • hightech
  • Investments

Rising energy prices and fears of their economic consequences are putting increasing pressure on the global stock markets. What does the future hold amid growing geopolitical tensions and conflicts? While most industries face major challenges, there are clear winners: commodity producers and defense companies. Almonty Industries, in particular, looks extremely attractive during the current correction phase. As the world's leading tungsten producer outside of China, the company carries significant geopolitical importance. A recent major milestone further strengthens its position. Analysts are recommending the stock as a buy.

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Commented by Carsten Mainitz on March 19th, 2026 | 08:00 CET

Energy Collapse or Nuclear Boom: What Do American Atomics, Aixtron, and SAP Have to Do With It?

  • nuclear
  • Energy
  • Uranium
  • Software
  • SMR

Our technological and data-driven world relies on the constant availability of electricity. What does energy security at an acceptable price look like? The answer is: nuclear power. The US has firmly anchored nuclear power in its energy strategy. The EU, as always, recognized the trend too late and is now jumping on the bandwagon. The nuclear industry is thus undergoing a strategic reassessment internationally, with small modular reactors (so-called SMRs) considered a key component of future energy systems. In this broader context, shares of American Atomics are particularly exciting. The company plans to build a fully integrated North American fuel supply value chain, leveraging the political and structural tailwinds.

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