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Jens Castner

 

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 November 13th, 2026 | 05:20 CET

Zefiro Methane: The climate emergency brake with 200% share price upside

  • COP 31
  • Methane
  • Climate protection
  • CO2 emissions
  • Oil and gas
  • Undervaluation
  • Zefiro Methane
  • Investor Day

Created and published on behalf of Zefiro Methane Corp.

At the world climate conference in Antalya, methane is the topic of the moment. This brings into focus a problem that the public has largely ignored until now: millions of orphaned oil and gas wells from which the greenhouse gas escapes unchecked. Zefiro Methane plugs the bubbling holes and is increasingly turning into a money-making machine. At the helm is a former Wall Street executive for whom profitability is at the top of the agenda. Following the operational turnaround, analysts already expect a significant bottom-line net profit for the current financial year. Their price target is three times the current share price. After months of sideways trading, the chart is also showing the first signs of a breakout.

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Commented by Jens Castner on November 12th, 2026 | 05:24 CET

Up to 800% Upside Potential: Analysts' Price Targets for Infineon, Antimony Resources and Stellantis

  • Raw materials
  • Semiconductors
  • Automobiles
  • Data centres
  • Armaments
  • Batteries
  • Chip industry
  • Antimony
  • Electromobility
  • Infineon
  • Antimony Resources
  • Stellantis
  • Price targets
  • AI
  • Analysts

Created and Published on Behalf of Antimony Resources Corp.

Almost a doubling for Infineon, nearly a tripling for Stellantis and close to a tenfold increase for Antimony Resources: that is how far the most ambitious analyst price targets extend. The reasons vary: sometimes it is a record year, sometimes a raw material with geopolitical significance, sometimes a restructuring with an uncertain outcome. Read here why the gaps between current share prices and experts' assessments are so large.

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Commented by Jens Castner on November 11th, 2026 | 05:21 CET

Before the Market Wakes Up: Lam Research, Strategic Resources and Fielmann Set the Stage for a Recovery

  • Semiconductors
  • Green steel
  • Glasses
  • Chip industry
  • Iron ore
  • Hearing aids
  • Vanadium
  • Titanium
  • Analysts
  • Trend reversal
  • Lam Research
  • Strategic Resources
  • Fielmann
  • Undervaluation

Falling share prices do not always tell the whole story. For three very different stocks, the market has recently priced in more pessimism than the facts warrant. US chip equipment supplier Lam Research reported strong quarterly results, yet its share price has more than halved since the summer. At Canadian resource developer Strategic Resources, a fully permitted project of immense importance for green steel production with an estimated net present value of CAD 1.9 billion stands against a market capitalisation of just CAD 8 million. At Hamburg-based optician chain Fielmann, the recovery has already begun, but analysts still see further upside. Three stocks with three very different risk profiles, but with one common question: Is the market still asleep?

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Commented by Jens Castner on November 2nd, 2026 | 05:41 CET

Apple and Ferrari face their moment of truth – Almonty is already delivering

  • Smartphones
  • Sports cars
  • Critical raw materials
  • Hardware
  • Automotive industry
  • Tungsten
  • Defence
  • Technology
  • Analysts
  • Apple
  • Ferrari
  • Almonty Industries

For two of the world's most valuable brands, the moment of truth comes this week. On Monday evening, Apple will report its results, for the first time under its new CEO John Ternus. Ferrari follows a day later. After the sharp falls in Alphabet and Amazon shares, nervousness on Wall Street is high. P/E ratios above 30 leave no room for disappointment. The situation at Almonty Industries is quite different. The tungsten producer's shares have more than halved since September, even though the news could hardly be better. The first commercial shipment from the Sangdong mine in South Korea has been dispatched, and exports are also underway in Rwanda. With a P/E ratio of 6.5, the shares cost only a fraction of those of Apple and Ferrari.

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Commented by Jens Castner on October 30th, 2026 | 05:45 CET

When the stock market gets it wrong: Schott Pharma clears its name; Lahontan Gold and Instone are the next candidates

  • Speciality glass
  • Gold
  • Real estate
  • Chemicals
  • Silver
  • Expropriation
  • Health
  • Berlin
  • Misvaluations
  • Mining
  • Schott Pharma
  • Instone Real Estate
  • Lahontan Gold

Markets are quick to judge, and often paint companies with a broad brush. When one company runs into difficulties, its competitors immediately come under suspicion too. Schott Pharma has already been through this and dispelled the doubts with strong figures. Its share price is recovering. For Lahontan Gold and Instone Real Estate, the recovery has yet to come. The Canadian gold explorer is being punished alongside the major producers, while the property developer is being grouped with Berlin's residential landlords. In both cases, the facts tell a different story. The share price upside is considerable.

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Commented by Jens Castner on October 29th, 2026 | 05:40 CET

A Breakout in the Making? Desert Gold Ventures and Oklo following in Moderna's footsteps

  • Cancer therapy
  • Gold
  • Nuclear power
  • Biotech
  • Commodities
  • Data centres
  • Desert Gold
  • Moderna
  • Oklo
  • Analysts
  • Price targets
  • Milestones
  • Quarterly reports
  • Precious metal

Created and published on behalf of Desert Gold Ventures.

Moderna has already made the big leap. Yet the best trial data in the company's history sent the shares tumbling, because the success was already priced in. The situation is different for two stocks that have also reached crucial milestones but still attract little attention on the stock market. Desert Gold Ventures is on the verge of its first gold production in Mali. Nuclear power specialist Oklo has commissioned its first reactor, but still needs a little more time before its commercial breakthrough. Analysts' price targets for both shares are several times their current prices.

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Commented by Jens Castner on October 28th, 2026 | 05:40 CET

The Art of the Turnaround: Microsoft, Power Metallic Mines, innoscripta and CTS Eventim Prepare for a Comeback

  • Technology
  • Critical raw materials
  • Software
  • Strategic metals
  • Quarterly results
  • Copper
  • Tax evasion
  • Raid
  • Analysts
  • Mag-7
  • Microsoft
  • Power Metallic Mines
  • innoscripta

Created and published on behalf of Power Metallic Mines

Microsoft showed what a turnaround looks like in the summer. After a weak first half, strong annual results gave the shares a substantial boost. Tonight, the software giant must prove that the recovery is sustainable. Two other stocks could now be on the verge of a similar turnaround. At Power Metallic Mines, a copper price near its record high and a high-grade deposit meet a share price that analysts consider significantly undervalued. Their price targets are around three times the current level. Meanwhile, German growth company innoscripta plunged by more than half following a raid but is already showing signs of recovery. CTS Eventim, the MDAX-listed ticketing company, has also moved beyond its recent lows. Both its CEO and an activist investor consider the stock severely undervalued.

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Commented by Jens Castner on October 27th, 2026 | 05:38 CET

Environmental Liabilities as a Goldmine: Zefiro Methane Builds a Strong Order Book, Analysts See 200% Upside

  • Climate protection
  • Methane
  • Capital increases
  • CO2 emissions
  • Undervaluation
  • Zefiro Methane

Created and published on behalf of Zefiro Methane Corp.

Investors subscribing to new share issues normally expect a discount. At Zefiro Methane, however, investors were willing to pay more than the stock's market price. The market promptly responded to this vote of confidence by pushing the share price higher. The order books of the Canadian specialist in remediating environmentally hazardous oil and gas wells are filled through 2029, and its price-to-earnings (P/E) ratio stands at around 11. GBC Research analysts see more than 200% upside potential.

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Commented by Jens Castner on October 27th, 2026 | 05:25 CET

The Market Is Asleep, but Analysts Are Bullish: LVMH, dynaCERT and Mercedes-Benz with Up to 650% Upside

  • Luxury
  • Logistics
  • Automobiles
  • Consumption
  • Diesel engines
  • E-mobility
  • LVMH
  • dynaCERT
  • Mercedes-Benz
  • Analysts
  • Quarterly results
  • Dividends
  • Climate protection
  • CO2 emissions

Analysts recommend buying, but share prices are going nowhere. Despite ambitious price targets, LVMH, dynaCERT and Mercedes-Benz are struggling to gain ground. At the French luxury goods group, even the CEO is buying shares, while the Stuttgart-based automaker offers an enticing 7.5% dividend yield. dynaCERT has the largest gap between its share price and its target price. Analysts see 650% upside potential for the Canadian specialist in fuel-saving diesel technology. What is holding the trio back, and what could get their share prices moving again? Read on to find out.

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Commented by Jens Castner on October 21st, 2026 | 05:20 CEST

Your Formula for Profits: What Are Bargains PayPal, Citigroup and Almonty Really Worth?

  • Formula
  • Benjamin Graham
  • Value investing
  • Undervaluation
  • Commodities
  • Tungsten
  • Defence
  • Banks
  • Fintech
  • Paypal
  • Citigroup
  • Almonty Industries
  • Fundamental analysis
  • Critical metals
  • Growth

The US stock market is widely considered expensive, and bargains have become increasingly rare. Yet based on 2027 earnings estimates, some stocks still trade at a price-to-earnings (P/E) ratio of 10 or lower. Whether this alone constitutes a buy signal can be assessed using a formula developed by investing legend Benjamin Graham. It requires just a few inputs and accounts for what the P/E ratio alone overlooks: growth. Applied to companies such as PayPal, Citigroup and Almonty Industries, it produces some striking results — including the potential for substantial gains.

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