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Stefan Bode

 

Stefan Bode

  • Ressources
  • Metals
  • Commodities

A native of the Eichsfeld region in the heart of Germany, he has more than 30 years of experience in the capital markets, with broad expertise spanning financial markets, history, and geopolitics. He founded his own business more than 20 years ago while still a student and today advises clients, foundations, and asset managers across four continents.

His passion lies in Elliott Wave chart analysis, identifying investments with attractive risk-reward profiles, and building diversified portfolios across multiple asset classes and monetary systems. He views this approach as a way to enhance portfolio resilience amid an increasingly interventionist political and regulatory environment, particularly in Europe.

In addition to traditional investments such as equities, stock indices, and currencies, his primary areas of focus include commodities, mining and resource companies, as well as alternative investments such as cattle ranches in South America.


Commented by Stefan Bode

Commented by Stefan Bode on October 30th, 2026 | 08:49 CET

Stock Market Tensions: Margin Pressure, a Commodity Boom and Shifting Guidance – Cancom, Deutsche Rohstoff and Power Metallic Mines

  • Cancom
  • Deutsche Rohstoff
  • Power Metallic
  • Copper

Created and published on behalf of Power Metallic Mines.

International capital markets are currently caught between macroeconomic headwinds from sharply rising interest rates and lucrative, targeted opportunities. While restraint in corporate investment is forcing established providers to exercise strategic cost discipline, the global race for critical raw materials and key metals is driving exploration projects forward at a rapid pace. At the same time, a higher energy price environment and strategic gains from equity holdings at commodity producers are leading to surprisingly dynamic upward earnings revisions. Investors once again face the challenge of separating merely temporary one-off effects from sustainable operating earnings power.

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Commented by Stefan Bode on October 29th, 2026 | 05:23 CET

Hidden billion-dollar market: Zefiro Methane - Is this turnaround candidate poised for a re-rating?

  • Zefiro Methane

Created and published on behalf of Zefiro Methane Corp.
While many small-cap stocks face headwinds in the current market environment, a specialised environmental services provider is making significant operational progress outside the market spotlight. Driven by government funding programmes and strict environmental regulations, demand for well-plugging and methane measurement services is surging. With a record order backlog, fresh capital and a move into operating profitability, the stock now offers an asymmetric risk-reward profile. The following special report examines why analysts see substantial upside potential.

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Commented by Stefan Bode on October 28th, 2026 | 05:25 CET

Taking advantage of politically driven markets, sell-offs and upturns: Lahontan Gold, Nu Holdings, OHB, Petrobras, Vale, Itaú Unibanco

  • Lahontan Gold
  • Nu Holdings
  • OHB
  • Petrobras
  • Itau Unibanco
  • Vale

Dynamic price surges, undiscovered value stocks and impulsive market reactions following political decisions are shaping current stock market activity. While a high-growth technology group faces key technical levels after a strong rally, a commodities explorer reveals enormous catch-up potential relative to its project value amid macroeconomic risks. At the same time, panic selling in Brazil is creating attractive contrarian entry opportunities.

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Commented by Stefan Bode on October 27th, 2026 | 05:20 CET

Crucial Tests Ahead – Airbus, HPQ Silicon and Singulus

  • Airbus
  • HPQ Silicon
  • Singulus

Created and published on behalf of HPQ Silicon

Geopolitical tensions, supply chain constraints and the transformation of entire industries are reshaping markets. An established major European company is benefiting from robust demand and is delivering more units than its North American competitor. Meanwhile, a materials technology specialist and a plant manufacturer face the challenge of demonstrating that their operational progress is sustainable over the long term and generates revenue. This report examines the key metrics, risks and technical chart levels that could become relevant to the future performance of these stocks.

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Commented by Stefan Bode on October 26th, 2026 | 05:38 CET

Figures, Risks and Opportunities: Mensch und Maschine, Nordex, Strategic Resources

  • Mensch und Maschine
  • Nordex
  • Strategic Resources

In today's markets, strong headlines alone are not enough; the quality of the figures and a company's ability to meet market expectations are equally important. Three very different stocks illustrate how quickly market sentiment can shift. While one stock's technical support is faltering, new growth projects are fuelling optimism for another. A third is benefiting from a marked improvement in operational performance, although its next technical hurdle is already looming.

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Commented by Stefan Bode on October 23rd, 2026 | 05:24 CEST

Share Price Surges and New Orders: How Sustainable Is the Turnaround? dynaCERT, Gerresheimer and Steyr Motors

  • dynaCERT
  • Gerresheimer
  • Steyr Motors

A takeover offer, international sales progress and a group restructuring are driving activity in the following three stocks. While investors bank on fresh growth momentum and financial relief, key questions remain unanswered: Will pilot projects and initial orders translate into reliable follow-on revenue, will debt reduction succeed, and will the recent share price recovery hold? The report puts the respective market announcements into context and shows which operational and technical hurdles could determine whether a sustained revaluation is possible.

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Commented by Stefan Bode on October 22nd, 2026 | 05:33 CEST

What will now be crucial for Desert Gold, Draegerwerk and Verbio

  • Desert Gold
  • Draegerwerk
  • Verbio

Created and Published on Behalf of Desert Gold Ventures Inc.

Sharp share price movements, operational milestones and changing earnings expectations are currently shaping the outlook for three very different listed companies. While an established technology group faces greater pressure to defend its existing margins, a resource explorer is approaching the transition to its first gold production. A biofuel producer, meanwhile, is benefiting from improved earnings expectations but is facing a key technical resistance level on the chart. The report puts key figures, risks and potential share price drivers in context.

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Commented by Stefan Bode on October 20th, 2026 | 10:14 CEST

Where Milestones and Forecasts Spark Fresh Momentum: ElringKlinger, 2G Energy, RE Royalties

  • ElringKlinger
  • RE Royalties
  • 2G Energy

Whether it is growing doubts at an energy company, innovative financing models in the global energy market, or increasingly optimistic forecasts amid the automotive transformation, the market is watching closely. Three listed players are currently attracting attention with operational progress and bringing fresh momentum to their respective charts. Technical breakouts and strategic milestones offer attractive entry opportunities, but they also require investors to closely assess risks and the viability of the business model. Which stocks could now be on the verge of a genuine trend reversal?

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Commented by Stefan Bode on October 20th, 2026 | 05:31 CEST

Turnaround Opportunities and Share Price Shocks: Almonty Industries, Evotec and PNE Put to the Test

  • Almonty Industries
  • Evotec
  • PNE

Today's commentary deals with an operational turning point, geopolitical realignment and severe setbacks. While a struggling drug discovery company fights to find a bottom with surprising quarterly figures, a Western raw materials producer benefits from a geopolitical break with former monopoly suppliers. Meanwhile, a drastic profit warning in the renewable energy sector plunges investors into a deep crisis of confidence. This market report analyses which technical hurdles now matter and where genuine opportunities lie despite high volatility.

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Commented by Stefan Bode on October 16th, 2026 | 05:24 CEST

Turnaround or Bull Trap? ABO Energy, Pferdewetten, Lahontan Gold

  • ABO Energy
  • Pferdewetten
  • Lahontan Gold

Whether it is sharp share price movements following major contracts, the sensitive handling of regulator-ordered financial statement reviews, or the development of potentially valuable mineral deposits, the capital markets gradually separate the wheat from the chaff. While operational progress and strategic acquisitions can help restore confidence, pending restructuring proceedings and legacy balance sheet issues at another company call for caution. This report examines three fundamentally different listed stocks that span everything from revaluation potential to existential risks, and highlights where buying in or exiting could still be worthwhile now.

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