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Tarik Dede

  • Small-Caps
  • Mid-Caps

Even as a high school student in northern Germany, he developed a strong interest in the “Neuer Markt” and the dynamics of the equity markets. Small- and mid-cap companies were at the center of his focus from the very beginning. After completing his training as a certified bank clerk, he deepened his economic expertise through formal studies in economics as well as through various positions within Frankfurt’s financial sector. Today, he has been actively involved in the capital markets for more than 25 years, both professionally and as a private investor.

As an author, he focuses primarily on high-potential equities in the resource, biotech, and technology sectors. He is particularly interested in companies that remain under the radar of many investors and whose true potential has yet to be recognized by the broader market. He does not consider broad diversification a universal remedy. Instead, he favors a concentrated portfolio of carefully selected and thoroughly understood positions as the foundation for achieving above-average long-term returns. For him, two factors are decisive: rigorous, in-depth company analysis and a realistic assessment of the broader market environment — including current dynamics as well as structural developments across global capital markets.


Commented by Tarik Dede

Commented by Tarik Dede on May 28th, 2026 | 07:35 CEST

Commodities War on Hold: How Shares of MP Materials, Antimony Resources, and Aya Gold & Silver Are Benefiting

  • Mining
  • antimony
  • Commodities
  • war
  • geopolitics
  • Gold
  • Silver

Created and published on behalf of Antimony Resources Corp.

The conflict in the Persian Gulf appears to have entered its final phase. Apparently, the US and Iran are on the verge of finalizing a path to peace. At least, that is what the US media are reporting. Apart from copper, which is currently at an all-time high, the hostilities have weighed on almost all metal prices and, consequently, on stocks as well. However, the geopolitical competition for rare earths, antimony, and silver is likely to enter the next round in the coming months. Western companies are moving forward with their projects to benefit from the US plans to establish a supply chain outside China's sphere of influence. We are therefore looking at the winners of tomorrow, who could also succeed in the short term: MP Materials, Antimony Resources, and Aya Gold & Silver!

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Commented by Tarik Dede on May 28th, 2026 | 07:05 CEST

The IPO Boom is Hitting the Gold Market: Sunshine Silver, DRC Gold, and Kinross Gold in Focus

  • Mining
  • Gold
  • Silver
  • Commodities
  • IPO

On June 12, Elon Musk plans to list SpaceX on the Nasdaq. With a valuation of USD 1.75 trillion, it is shaping up to be the largest initial public offering in history. But the pipeline of new listings is also gaining momentum in the commodities sector. Sunshine Silver Mining & Refining, for example, is preparing an IPO on the NYSE and aims to raise up to USD 330 million. And it is far from the only resource company seeking to go public this year. DRC Gold, meanwhile, appears particularly interesting from a takeover perspective. The Canadian company plans to bring two gold mines into production over the medium term. At the same time, Chile is increasingly becoming an Eldorado for gold miners, alongside its role as the world's leading copper producer. Kinross Gold is now planning a multi-billion-dollar investment there, but could also pursue further growth through acquisitions.

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Commented by Tarik Dede on May 27th, 2026 | 08:05 CEST

Diversify Across Commodity Stocks: Wheaton Precious Metals, Globex Mining, Rio Tinto

  • Mining
  • Gold
  • Commodities
  • Silver
  • PreciousMetals
  • Diversification

Not every investor wants to take on the risk associated with a single commodity stock. Nevertheless, there are effective ways to achieve broad diversification. The principle of royalties and streaming agreements has become firmly established in the commodities industry. Under these models, investors provide upfront financing and, in return, receive a defined share of the mined metals once production begins. In both cases, the operational and cost risks remain largely with the mine operator. With Wheaton Precious Metals, a multi-billion-dollar heavyweight has established itself as a leading player in the sector. Globex Mining is significantly smaller, but offers greater upside potential on the exploration side through its own project portfolio. Meanwhile, Rio Tinto represents an attractive alternative for investors seeking broad exposure to the metals sector.

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Commented by Tarik Dede on May 26th, 2026 | 07:05 CEST

Space Hype, Raw Material Shortages, and the Chip Boom: A Look at OHB, Strategic Resources, and Infineon

  • Mining
  • VTM
  • iron
  • GreenSteel
  • aerospace
  • chips
  • Technology

On June 12, Elon Musk aims to make history. With SpaceX, the largest IPO of all time is imminent. Other space stocks are already benefiting from the hype surrounding the Falcon rockets and Dragon spacecraft from California. This is one reason why OHB is currently the top performer on the German stock market. War, expensive energy, and raw materials at the center of geopolitics make Strategic Resources an interesting play. The Canadians are on the verge of their next major step. And last but not least, it is worth taking a look at Infineon's stock. The German chip king has achieved something almost historic in recent weeks! And thanks to AI, operations are going brilliantly too!

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Commented by Tarik Dede on May 25th, 2026 | 08:35 CEST

Gold: Are the doves of peace driving up the price? Agnico Eagle, Desert Gold, and B2Gold in the spotlight!

  • Mining
  • Gold
  • Commodities
  • Africa
  • geopolitics

It appears that hostilities in the Gulf are indeed coming to an end. The US and Iran are reportedly negotiating a peace treaty, according to widespread US media reports. This could soon mark the end of a consolidation phase for the gold price. During the conflict, the price fluctuated within a wide range as concerns over rising interest rates weighed on it. Now, investors have the opportunity to enter the gold stock market at low levels. We are therefore taking a closer look at the shares of Agnico Eagle, Desert Gold, and B2Gold.

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Commented by Tarik Dede on May 22nd, 2026 | 06:40 CEST

Tungsten Market: High Tech and Weapons Drive Prices, Bank of America Boosts Almonty Industries!

  • Mining
  • Tungsten
  • Defense
  • hightech
  • geopolitics

China's dominance in raw materials, the geopolitical rivalry with the United States, and the conflict in the Persian Gulf are currently reshaping the geopolitical landscape. The West urgently needs to reduce its dependence on China for critical raw materials, although a complete decoupling is unlikely in the foreseeable future. Metals such as tungsten are at the center of this shift, as they are indispensable in the defence industry. This is driven not only by China's market control but also by Europe's ongoing rearmament efforts. Almonty Industries is in pole position in this context. The Canadian company operates one of the world's few large-scale tungsten mines in South Korea and could be among the first to provide relief through more secure supply chains. Analysts at Bank of America have recently reiterated their "Buy" recommendation, as the major growth surge in revenues and earnings is expected to begin only now.

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Commented by Tarik Dede on May 21st, 2026 | 07:35 CEST

Boom in the Oil Market: How TotalEnergies, Zefiro Methane, and Shell Are Benefiting!

  • methane
  • Oil
  • Gas
  • OrphanWells
  • Energy

The price of oil has remained around the USD 100 per barrel mark since the start of the war in the Persian Gulf. According to market experts and CEOs of various companies, shortages could occur in Europe in the coming weeks. This applies to both the supply of Europe's vehicle fleet and air traffic. That is because the price of jet fuel has nearly doubled since the end of February. Refineries in Rotterdam are therefore running at full capacity. But even in this market situation, there are winners. Many oil companies posted record profits in the first quarter. We are therefore taking a look today at the stocks of TotalEnergies and Shell. Moreover, the oil industry also has its downsides. In North America, Zefiro Methane is benefiting from this, as it plays an important role in combating emissions.

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Commented by Tarik Dede on May 19th, 2026 | 07:15 CEST

Lahontan Gold: Profit-Taking Creates A New Opportunity!

  • Mining
  • Gold
  • Silver
  • Commodities
  • Nevada

The stable gold price and the current easing of tensions in the Gulf conflict are supporting many resource stocks. However, for investors who do not want to rely too heavily on the gold price, it is important to focus on companies that are in a growth phase. This is exactly the case with Lahontan Gold. The Canadian company is developing the Santa Fe project, a historic gold mine in Nevada's famous Walker Lane Trend. The goal is to build up production to up to 80,000 ounces of gold per year. Following the stock's initial sharp rise, an interesting technical situation has now emerged. Traders appear to have exited the stock, leaving room for serious investors looking to get in for the medium- to long-term.

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Commented by Tarik Dede on May 18th, 2026 | 07:35 CEST

Copper on the Rise: Investors Benefit Through Shares of Freeport-McMoRan, Power Metallic Mines, and Glencore

  • Mining
  • PGMs
  • Copper
  • Electromobility
  • Electrification
  • AI

"Dr. Copper" was once considered one of the best leading indicators of the global economy. The price of copper tended to rise ahead of economic upswings and fall before growth momentum weakened. Today, however, the price of the red metal is unlikely to be a reliable indicator of the broader economy. Structural trends now dominate the market: the electrification of the global economy, the modernization of power infrastructure, and the boom in AI data centers are driving demand sharply higher. At the same time, copper supply is struggling to keep pace. That imbalance is already reflected in pricing: copper has risen by more than 40% within just six months. Analysts at JPMorgan forecast a supply deficit of several hundred thousand tonnes for 2026. Their key arguments include the massive expansion of AI computing infrastructure and global power grids. These trends could persist for years and continue fueling demand growth. Against this backdrop, we take a closer look at the shares of Freeport-McMoRan, Power Metallic Mines, and Glencore.

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Commented by Tarik Dede on May 15th, 2026 | 09:35 CEST

Empty Stockpiles: The US Military Must Rearm — A Golden Opportunity for Lynas Rare Earths, Antimony Resources, and Lockheed Martin

  • Mining
  • antimony
  • Defense
  • hightech
  • CriticalMetals
  • RareEarths
  • geopolitics

Prepared and published on behalf of Antimony Resources Corp.

Just a few days ago, Democratic US Senator Mark Kelly of Arizona dropped a political bombshell in Washington. In an interview on CBS's "Face the Nation" last Sunday, Kelly criticized the current state of the US military. According to him, stockpiles have been completely "bled dry" as a consequence of the Gulf conflict. The politician described his impressions following a briefing by the US Department of Defense. According to Kelly, ammunition stockpiles—particularly Tomahawk missiles, Patriot air defence systems, and SM-3 interceptor missiles—have been severely depleted, calling the situation "shocking." The extensive strikes against Iran have reportedly reduced inventories to such an extent that the national security of the United States could now be at risk. Rebuilding these stockpiles, Kelly warned, could take years. This, in turn, could leave the US vulnerable in potential future conflicts, particularly in the Pacific region. With these remarks, Mark Kelly articulated concerns that many observers have been discussing for weeks. According to this assessment, the US military has significantly reduced key inventories in a short period of time due to the conflict with Iran, potentially affecting operational readiness—especially concerning possible future tensions involving China, which had already been identified as a strategic challenge to US global leadership under the administrations of Barack Obama and Joe Biden. This is also likely to have consequences in light of current President Donald Trump's visit to China.

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