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Commented by André Will-Laudien on March 6th, 2026 | 08:10 CET
Rockets are blasting into March! Investors are eyeing E.ON, Standard Uranium, and Plug Power
The current military actions in Iran did not come as a complete surprise. However, very few observers had anticipated an escalation across the entire Middle East. Oil and gas are therefore once again testing a breakout, even though global markets should theoretically face a surplus due to the weak economic environment. Regardless, speculators are simply trading fossil fuels higher; let's see if they stay up there. The global expansion of nuclear power programs is being reinforced by such periods of uncertainty. One example is India, which plans to expand its nuclear power capacity to around 100 GW by 2047, while currently less than 10 GW is installed. Such expansion plans reflect the growing demand for reliable base load energy in an increasingly digitalized economy and act as a hedge against commodity-induced crises. The long-term demand outlook for uranium is improving almost daily as a result of such trends, drawing investors' attention to companies with promising projects. Here are a few ideas.
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Commented by Armin Schulz on March 6th, 2026 | 07:50 CET
Iran war boosts cash flow! Ride the short-term boom with BP, and invest in the future with CHAR Technologies and First Solar
The shock of the Iran war is driving up oil prices and bringing BP huge profits in the short term. Nevertheless, the conflict ruthlessly exposes the Achilles heel of fossil fuel dependency. As geopolitical risks escalate, investors are desperately seeking crisis-proof alternatives. The future belongs to technologies that are unaffected by tensions in the Persian Gulf. Innovative processes have long been transforming wood waste into green energy sources, while solar giants are setting new efficiency records. Three companies show where the journey is headed: BP's short-term surge is only one side of the coin; CHAR Technologies and First Solar are now setting the course for sustainable returns.
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Commented by Fabian Lorenz on March 6th, 2026 | 07:35 CET
900% price increase and only a P/E ratio of 10! Rheinmetall, Hensoldt, and Almonty Industries in focus
Can a stock still be cheap after a 900% increase in 12 months? Looking at the current analyst estimates for Almonty Industries, the answer is "yes." Analysts are therefore raising their price target significantly and recommending the tungsten producer as a "Buy". They expect revenue and profits to explode starting this year. In contrast, investors in Rheinmetall and Hensoldt are slowly losing faith in the supercycle. Both stocks are languishing this year. Even the war in the Middle East is unable to give defense stocks a boost. Yet Rheinmetall has exactly the products in its portfolio that are so urgently needed: relatively inexpensive drone defense systems. The US is slowly running out of expensive interceptor missiles. Hensoldt recently reported a record order backlog, but investors are disappointed with revenue and profit growth. Could a takeover provide new momentum for the stock?
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Commented by Armin Schulz on March 6th, 2026 | 07:30 CET
Billion-Dollar Opportunity from the NDAA: NEO Battery Materials benefits from the US shift away from Chinese supply chains
In the world of battery startups, the path from promising laboratory formula to a delivered product is fraught with pitfalls. Technology promises fizzle out, production ramp-ups stall, and customers walk away. It is a business where confidence can quickly evaporate. This makes the development of a Canadian company based in Toronto over the past few months all the more remarkable. NEO Battery Materials appears to be systematically working through the usual list of pitfalls, gradually turning its research results into tangible substance. Anyone following the latest announcements can see that management is pursuing a clear strategy while steadily reducing the risk for shareholders.
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Commented by Nico Popp on March 6th, 2026 | 07:25 CET
"Security energies" – how to invest: RWE, Iberdrola, and RE Royalties as stable sources of returns
The energy debate has been conducted differently for some time now than it was in the 2010s. While decarbonization was long considered an ecological necessity, it has now become a question of national sovereignty under the banner of "security energies." This new perspective is being fueled by current geopolitical upheavals and the de facto blockade of the Strait of Hormuz, which once again reveals the fragility of our supply chains. With around 20% of global oil consumption passing through this bottleneck, prices for crude oil and liquefied gas have already risen significantly. In this context, German Federal Environment Minister Carsten Schneider coined the term "security energies" to emphasize the decentralized nature of renewable energy as a shield against exogenous shocks. Renewable energy projects are not subject to the logic of geopolitical conflicts and also generate added value in the region, as a wind farm, for example, can generate annual revenues of around EUR 200,000 for a municipality. Renewable energy can also become a safety anchor for investors thanks to stable cash flows.
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Commented by Fabian Lorenz on March 6th, 2026 | 07:20 CET
SHORT SQUEEZE at Gerresheimer? Will Bayer and MustGrow soon grow together?
While the stock market digests the Iran war and rising energy prices, Gerresheimer's share price is suddenly rising noticeably. There is no news. Is a short squeeze possible? Short sellers had even expanded their positions recently. Bayer does not (yet) hold a stake in MustGrow. However, the Leverkusen-based company has acquired a license to distribute the innovative agricultural products and is investing in their approval. This could enable MustGrow shares to make the leap from hidden gem to high flyer. Management has recently expressed optimism. The stock appears to be undervalued. After the sharp setback in recent weeks, analysts see upside potential for Bayer again. However, shareholders should not expect much in terms of revenue and profit growth in the current year. Cash flow is even expected to be significantly negative.
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Commented by André Will-Laudien on March 6th, 2026 | 07:15 CET
The clock strikes 13 – Iran is firing from all barrels! Investors are betting on Antimony Resources
Who would have thought it? US President Donald Trump is tackling the Iran issue together with Israel. It was long clear to experts that the Islamic world would not take kindly to this. Now there is speculation about how much military equipment is available on both sides to bring the supposed enemy to its knees. For investors, as for all bystanders, this is a humanitarian nightmare, yet military strategists think differently. They think in terms of supplies, production, and procurement. That the already scarce resources of recent months are being pushed through the supply chain once again is normal in such an environment. Since Monday, there have been three oil price shocks in a row. In addition to oil, investors should also keep an eye on strategic metals, especially antimony. The Canadian company Antimony Resources has seen a 100% increase since the turn of the year. Is there room for more?
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Commented by Nico Popp on March 6th, 2026 | 07:10 CET
Uranium ensures energy sovereignty: How investors can profit with Stallion Uranium, NexGen Energy, and Constellation Energy - which stock is the favorite?
In times of war, uranium rises from a cyclical commodity to a strategic asset. Even in Germany, people are aware of the dilemma that the energy policy of recent years has maneuvered them into: either they are dependent on imports, or they have to think more openly about technology, for example, nuclear power. The Canadian Athabasca Basin is considered the center for securing the West's supply of uranium. Reports from the International Energy Agency (IEA) show that market dynamics are no longer driven solely by traditional demand from utilities. Tech giants such as Microsoft, Meta, and Google have long seen nuclear power as one of the few scalable solutions for the base load requirements of their AI data centers. As a result of this surge in demand and years of underinvestment in exploration, spot prices for uranium exceeded the USD 100 per pound mark in January. The combination of Stallion Uranium's exploration potential, NexGen Energy's industrial implementation, and Constellation Energy's hunger for energy illustrates how investors can benefit from securing the Western energy chain. We present the companies and our favorites.
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Commented by André Will-Laudien on March 6th, 2026 | 07:05 CET
War – Shortages – Capitulation! Nel ASA, American Atomics, Oklo, and Siemens Energy in focus
In an environment where capital markets are already highly strained, another Middle East conflict has emerged at the beginning of March - this time involving Israel, the US, and Iran. Naturally, Hezbollah in Lebanon also stands ready to support its financiers from the Persian state. All of this adds fuel to an already overheated situation that can hardly cool down due to global shortages of energy, weapons, and raw materials. For stock market traders, this environment presents both opportunities and risks, because where there are losers, there are always winners as well. With oil and gas prices 15% higher, alternative energy sources are quickly coming back into focus. Stocks such as Nel ASA, which had already faded somewhat, are thus getting a new lease of life. A particularly strong spotlight is now falling on the nuclear industry, as it is more important than ever. Risk-conscious investors may still want to jump on the moving train.
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Commented by Mario Hose on March 6th, 2026 | 07:00 CET
The drone sky stormers from Canada: Volatus Aerospace conquers the skies – protection and defense against drone attacks!
Drones are already widely used today, but in the coming years, they are expected to become an integral part of modern infrastructure and industrial operations. For example, they can inspect kilometers of pipelines in the Arctic, secure the airspace above critical power plants, and support rescue workers in vital missions. Volatus Aerospace operates in this exciting environment between high-tech engineering and operational missions, but not only there. The Canadian company has quickly evolved from a hidden gem to a serious global player in the aerospace industry. With a clear vision and an impressive portfolio of projects, Volatus is demonstrating that the future of drone aviation has long since begun. We take a look behind the scenes at the company that is currently revolutionizing parts of the industry and also massively consolidating its own position through strategic acquisitions and technological innovations.
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