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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 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 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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Commented by Jens Castner on April 28th, 2026 | 11:00 CEST

WOMEN POWER IN THE GOLD HOTSPOT: THE SUCCESS FORMULA OF NEWMONT, LAHONTAN GOLD, AND PARAMOUNT GOLD NEVADA

  • Mining
  • Gold
  • Commodities
  • Nevada

It was a seismic shift that resonated far beyond Wall Street and deep into the shafts of the global mining industry: when Natascha Viljoen took the helm at Newmont, the world's largest gold mining company, earlier this year, it was far more than just a leadership change. It marked a definitive signal that the era of the "Old Boys Club" in mining is coming to an end. Away from the major headlines, this transformation is also unfolding elsewhere—particularly in the gold hotspot of Nevada. There, companies like Lahontan Gold and Paramount Gold Nevada are demonstrating that female leadership and expertise are increasingly setting the benchmark for the next generation of mining operations. Together, these three companies—from global heavyweight to specialized explorer—impressively demonstrate that in the 21st century, women's leadership has become a key economic factor in what was once a male-dominated field.

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Commented by Jens Castner on April 27th, 2026 | 07:30 CEST

TOXIC WASTE, NUCLEAR WASTE, METHANE: HOW CLEAN HARBORS, STUDSVIK, AND ZEFIRO METHANE ARE MAKING MONEY OFF THE SINS OF THE PAST

  • methane
  • Oil
  • OrphanWells
  • waste
  • WasteManagement

For decades, environmental protection was largely treated as a cost burden for industry. But while the global debate focuses on CO₂ reduction, another structurally attractive niche is gaining traction: the remediation of legacy contamination. Companies that tackle the contaminated sites left behind by the chemical, nuclear, and oil industries occupy one of the most stable growth markets of our time. Leading the way: US giant Clean Harbors, Swedish specialist Studsvik, and Canadian innovator Zefiro Methane.

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Commented by Jens Castner on April 23rd, 2026 | 07:50 CEST

THE PENNY STOCK, THE BAKER, AND THE FLOUR SUPPLIER: HPQ SILICON, IBU-TEC, AND AMG CRITICAL MATERIALS ARE SHAKING UP THE BATTERY MARKET

  • Silicon
  • Batteries
  • Technology
  • Hydrogen
  • recycling
  • CriticalMetals

China's dominance in batteries for electric vehicles is a cause for concern among Western politicians. In their speeches, they regularly promise to reduce dependence on Beijing. Little has happened so far. But the tide is slowly turning—though those in power are playing more of a supporting role. The key players work for publicly traded companies like HPQ Silicon, IBU-tec, and AMG Critical Materials. We take a look at how this trio plans to make Europe's battery industry competitive.

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Commented by Jens Castner on April 21st, 2026 | 07:20 CEST

GOLD RUSH IN WEST AFRICA: HOW DESERT GOLD VENTURES, THOR EXPLORATIONS, AND ZIJIN MINING ARE BENEFITING

  • Mining
  • Gold
  • Commodities
  • Africa

Due to high gold prices, West Africa is increasingly attracting investor attention as one of the world's most productive mining regions. Chinese giant Zijin Mining is doing everything in its power to catch up with the market leaders, but faces growing political hurdles. At the same time, Thor Explorations is demonstrating how to successfully establish itself as a highly efficient cash cow, while its much smaller competitor, Desert Gold Ventures, is on the verge of making the leap from explorer to producer.

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