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 24th, 2026 | 08:20 CEST
From AI Boom to Copper Boom! Siemens Energy Above EUR 200, Oracle Set to Double? Is Power Metallic Mines Ready to Break Out?
Current figures are rarely decisive on the stock market. The market looks to the future, comparing company announcements or quarterly data against expectations. This drives price movements. Figures from competitors also allow for conclusions to be drawn, but not without limitations. Siemens Energy has recently come under pressure because its competitor, GE Vernova, provided an outlook that fell short of expectations. AI is not always a surefire driver of share price performance. Oracle illustrates this point. Although the numbers are solid, the high level of investment is alarming market participants. They perceive rising risks, which led to a massive share price correction. Analysts now believe the stock could double in value. According to experts, there is even more upside potential at Power Metallic Mines. The Canadian company owns one of the largest polymetallic deposits in North America. The release of the first resource estimate is expected soon. This could boost the share price. Analysts see nearly 200% upside potential here. How should forward-looking investors position themselves now?
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Commented by Carsten Mainitz on July 23rd, 2026 | 07:55 CEST
These Are the Leaders in a League of Their Own! Despite price surges at Almonty, Micron, and Aixtron, Is There More Upside Ahead?
Over the past 12 months, stocks in the AI, commodities, and defence sectors have, on the whole, been investor favourites. Price surges were increasingly common. In the meantime, a correction set in that affected all sectors for various reasons. Despite rising defence budgets, investor sentiment toward defence stocks has deteriorated sharply in recent weeks. Meanwhile, signs of overheating in the AI sector have eased, although the financial results of leading AI companies continue to reflect a strong long-term structural growth trend. Commodity stocks also corrected after a spectacular run. Almonty Industries has been a notable exception. The company continues its relentless rise toward becoming the largest producer of the critical metal tungsten in the Western world—a truly unique competitive position. So, where do these market leaders go from here?
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Commented by Carsten Mainitz on July 20th, 2026 | 08:30 CEST
Critical Infrastructure and Beyond: The Overlooked Growth Drivers for Volatus Aerospace, Hensoldt, and Nordex
Geopolitical tensions and armed conflicts have fundamentally reshaped the global landscape. As a result, defence capabilities, sovereignty, resilience, digitalization, and the protection of critical infrastructure have become top priorities. Billions are being invested in these areas around the globe. Recent developments have shown just how crucial it is to protect critical infrastructure against sabotage, cyberattacks, and military threats. One company benefiting from these trends is Canadian defence technology specialist Volatus Aerospace. According to analysts, the stock remains significantly undervalued.
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Commented by Carsten Mainitz on July 16th, 2026 | 07:35 CEST
The Methane Puzzle: Are Zefiro Methane, BP, and Siemens Energy Entering the Next Growth Phase?
For many years, the energy transition was viewed in simple terms: phase out fossil fuels and replace them with wind and solar power. The reality, however, has proven to be far more complex. As electricity demand surges, driven by data centers, artificial intelligence, and the ongoing electrification of the economy, natural gas is increasingly being recognized worldwide as an indispensable transition fuel. At the same time, political and economic pressure is mounting to drastically reduce climate-damaging methane emissions along the entire value chain. This is where Zefiro Methane is carving out its niche. By plugging abandoned oil and gas wells across the United States, many of which continue to release significant amounts of methane into the atmosphere, the company is addressing a multi-billion-dollar market.
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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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