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Jens Castner

  • ValueInvesting
  • HiddenChampions
  • NationalEconomy

The Nuremberg native brings over three decades of capital markets experience, backed by a career shaped by deep market insight and a genuine passion for investing. His journey began in 1994 through an investment club among colleagues – a formative experience that sparked a lifelong dedication to identifying compelling investment opportunities.

Following senior editorial roles at Nürnberger Nachrichten, €uro am Sonntag, and €uro, he went on to serve as Editor-in-Chief of the renowned investor magazine Börse Online from 2014, where he played a key role in shaping high-quality financial journalism for a broad investor audience.

Since April 2026, he has been operating independently, fully focused on his core strength: uncovering mispriced equities with significant upside potential – particularly within the small- and mid-cap segment, where inefficiencies create attractive opportunities for discerning investors.

Throughout his career, he has engaged with some of the most influential minds in global finance, including Warren Buffett, Charlie Munger, Jim Rogers, and George Soros. The unique insights gained from these conversations continue to inform his analytical perspective today. As a dedicated value investor, he is committed to translating complex market dynamics into clear, actionable ideas – empowering investors to make better-informed decisions.


Commented by Jens Castner

Commented by Jens Castner on June 3rd, 2026 | 07:40 CEST

LAHONTAN GOLD: THE 13-KILOMETRE SECRET BEHIND SANTA FE

  • Mining
  • Gold
  • Silver
  • Commodities
  • Nevada

Most investors in gold mining companies focus primarily on one figure: ounces in the ground. However, what truly determines a mine's profitability is not decided at the drilling stage, but during construction—and in logistics. That is precisely where Lahontan Gold appears to have an advantage that the market has not yet fully priced in. The Canadian company explores exclusively in Nevada—regularly rated by the renowned Fraser Institute as the world's leading mining jurisdiction—and therefore benefits from infrastructure that many junior miners lack. This helps address a problem plaguing the entire industry: construction costs have risen almost as quickly as the gold price itself. Adding to the upside potential is an overlooked satellite project, which could provide a significant lever that has so far been largely ignored by the market.

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Commented by Jens Castner on June 3rd, 2026 | 07:10 CEST

HOT MUSTARD FOR SWEET FRUITS: HOW MUSTGROW BIOLOGICS IS SPARKING A REVOLUTION IN AGRICULTURE

  • Agritech
  • mustard
  • Agriculture
  • fertilizer
  • biologics

Created and published on behalf of MustGrow Biologics Corp.

From summer strawberry stands to the stock market: as chemical pesticides and fertilizers face increasing regulatory pressure worldwide, demand for biological crop protection solutions is accelerating. Positioned at the forefront of this transition is MustGrow Biologics Corp. Leveraging the natural defence mechanisms of the mustard plant and supported by strategic industry partnerships, including Bayer, the company aims to scale its technology for global agricultural markets.

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Commented by Jens Castner on June 1st, 2026 | 06:50 CEST

STRATEGIC RESOURCES: CANADIAN COMMODITIES HIDDEN GEM ON THE VERGE OF A BREAKTHROUGH

  • VTM
  • iron
  • decarbonization
  • Defense
  • hightech

A major project ready for development, millions in government funding, and a strategic bridge to the US battery industry: Canadian explorer Strategic Resources is stepping into the spotlight of the mining sector with critical raw materials. While the stock remains largely undiscovered in Germany, the active management team in North America is already forging alliances with major industry players. What stands out: an estimated project value of nearly CAD 2 billion is contrasted by a tiny market capitalization of just CAD 16 million. The question now is how the management intends to leverage major industry events in New York and Québec City to trigger a potential re-rating.

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Commented by Jens Castner on May 29th, 2026 | 09:00 CEST

VOLATUS AEROSPACE: THE DIGITAL BRAIN OF THE DRONE AGE

  • Drones
  • Defense
  • hightech
  • aerospace
  • Software
  • AI

Forget everything you know about drone manufacturers. In the future, the big money in unmanned aerial vehicles will no longer be made by building chassis and rotors. The key to success lies at the heart of the system: in the software and intelligent control programs. The Canadian company Volatus Aerospace impressively demonstrates how a traditional service provider and hardware supplier is transforming itself into a highly innovative technology powerhouse. The market has not yet fully grasped the company's full potential.

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Commented by Jens Castner on May 28th, 2026 | 07:00 CEST

WORSE THAN MILLIONS OF COWS: ZEFIRO TAKES ON AMERICA'S CLIMATE KILLER

  • methane
  • OrphanWells
  • Oil
  • Gas
  • climatechange
  • CarbonCredits

Millions of abandoned oil and gas wells are silently polluting the atmosphere—largely unnoticed, largely unchecked. Zefiro Methane has set itself the goal of permanently plugging them and is generating revenue from three sources: industry, government, and the carbon credit market. The Canadian company has recognized that America's methane problem can not only be addressed, but also monetized. The stock's valuation still has significant upside potential.

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Commented by Jens Castner on May 27th, 2026 | 07:55 CEST

RARE METAL, RARE OPPORTUNITY: ALMONTY INDUSTRIES BETWEEN THE DEFENSE BOOM AND AI HYPE

  • Mining
  • Tungsten
  • Defense
  • hightech
  • AI
  • semiconductor

Almonty Industries is on track for profitability. The Sangdong tungsten mine in South Korea has been in production since March 17, so a sustained return to profitability should now be just a formality. The transition from a promising stock to an indispensable raw materials supplier for the defence and semiconductor industries is being guided by a former Wall Street analyst who is well-connected in both the mining and financial sectors: in a few days, Jorge Beristain will assume the role of Chief Financial Officer (CFO). The Canadian with Mexican roots is the right man to explain to the financial world why Almonty shares, despite a spectacular multi-year rally, are by no means overvalued.

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Commented by Jens Castner on May 5th, 2026 | 07:25 CEST

SILVER VIPER MINERALS, VIZSLA SILVER, AND DISCOVERY SILVER: THREE STALLION COMPANIES FROM THE STABLE OF CANADA'S SUPER INVESTOR ERIC SPROTT

  • Mining
  • Silver
  • Commodities
  • Investments

One of the world's most renowned precious metals experts is betting on three companies that could hardly be more different: an up-and-coming junior explorer, a silver producer on the verge of starting production, and an already profitable heavyweight with a billion-dollar valuation. What do the stocks of Silver Viper Minerals, Vizsla Silver, and Discovery Silver have in common? Exceptional resources, Canadian roots—and superinvestor Eric Sprott himself. A look behind his treasure map.

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Commented by Jens Castner on May 1st, 2026 | 07:10 CEST

RE ROYALTIES, M&G, AND EDEL UNDER THE MICROSCOPE: THREE DIVIDEND GEMS OFF THE BEATEN PATH

  • royalties
  • dividends
  • Investments

The headlines regarding the German coalition government's pension policy offer little cause for optimism: Whether pension levels will decline in the future or, according to the official line, rise more slowly, confidence in the statutory pension system is waning. In an environment where the traditional retirement pension can barely maintain the accustomed standard of living, one strategy is increasingly coming into focus for private investors: building passive income. Dividend stocks have established themselves as a "second salary" in this regard. This speaks in favour of companies like Edel, RE Royalties, and M&G. So far, hardly anyone has them on their radar, but they are definitely worth a look.

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Commented by Jens Castner on April 30th, 2026 | 06:50 CEST

DEFENSE, RAW MATERIALS, RETURNS: POWER METALLIC MINES, ERAMET, AND NICKEL INDUSTRIES FACE A STRESS TEST

  • Mining
  • PGMs
  • Nickel
  • Defense
  • Electrification

While gold and silver have lost significant ground following their price surge at the start of the year, other precious metals are attracting investors' attention. Leading the way is nickel, an indispensable raw material for the defence industry. The price per ton has just climbed to a new multi-year high above USD 19,000. We take a look at what this means for the shares of Power Metallic Mines, Eramet, and Nickel Industries.

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Commented by Jens Castner on April 29th, 2026 | 07:35 CEST

DRONE STRATEGY: AEROVIRONMENT, VOLATUS AEROSPACE, OR DRONESHIELD – WHICH ONE WILL TAKE OFF AGAIN?

  • Drones
  • Defense
  • aerospace
  • geopolitics

The stock market has not failed to notice that drones play a key role in modern warfare. At one point, anything related to unmanned aviation was being snapped up as if there were no tomorrow. But since fall 2025, the high-flying days are over. Even good news barely moves stock prices anymore—a consequence of high valuations. Will stocks like AeroVironment, Volatus Aerospace, and DroneShield take off again? And, if so, does it make more sense to invest in companies that manufacture drones, or in those that shoot them down?

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