Defense stocks are RISING! The US is leaving Europe on its own! Rheinmetall, Hensoldt, and Antimony Resources!

Antimony Resources: Defense companies need antimony

Defense companies such as Rheinmetall and Hensoldt would likely face major problems without antimony. Nevertheless, this critical metal is relatively unknown among investors. It is also urgently needed in semiconductors and is used as a flame retardant in plastics, textiles, and electronics. At the same time, China also controls the supply of antimony.

It is precisely this situation that makes Antimony Resources' stock interesting for investors. The stock has performed very well in the current year and offers an attractive entry opportunity due to the healthy consolidation in recent weeks. In order to further increase visibility on the capital market, the Company was listed on the US OTCQB in mid-November. This should be reflected in the share price in the coming year.

Antimony Resources is performing well operationally. Excellent drilling results – the program is still ongoing – have repeatedly confirmed the Company's great potential in recent months. The reported peak find had 14.91% antimony over 3 meters. The average value of 3% to 4% within approximately 2.7 million tons of material should enable a profitable mine. The mineralized zones have been extended to the north and south. The attractiveness of the project is likely to increase even further, as the deposit remains open in all directions and at depth.

To make the potential more tangible for investors, Antimony submitted the NI 43-101 technical report for the Bald Hill project in Canada at the beginning of November. The report doubled the estimated amount of antimony contained to between 81,000 and 108,000 tons.

The first resource estimate is expected in the first quarter of 2026. It is not unlikely that investors will position themselves in advance and add some shares to their portfolios.

Rheinmetall: Major order from the German Armed Forces

Rheinmetall's share price has climbed back above the EUR 1,600 mark in recent days. A new order has also contributed to this. The German Armed Forces has once again ordered 120 mm tank ammunition from Germany's largest defense contractor. The order is part of Rheinmetall's framework agreement with the German armed forces for combat and training ammunition. The current volume is several hundred million euros, underscoring Rheinmetall's role as a major supplier to the German Armed Forces in the field of 120 mm tank ammunition.

The framework agreement was concluded in July 2023 and has a volume of around EUR 4 billion. By the end of 2030, several hundred thousand combat and training cartridges of various designs in 120 mm caliber can be procured under the framework agreement, such as those fired by the main weapon of the Leopard 2 battle tank. From Rheinmetall's perspective, the latest order underscores the German Armed Forces' efforts to close gaps in its inventories and increase its ammunition stocks in light of the overall security situation. Rheinmetall is the most important supplier of ammunition in this caliber for many countries that use the Leopard battle tank with its 120 mm smoothbore gun.

Hensoldt: Partnership with Lockheed Martin

Hensoldt shares have also been trending positively in recent days. In the two months prior, the sensor specialist's stock had slipped from around EUR 115 to EUR 66. Yesterday, it was trading at EUR 74 again.

Hensoldt also had some positive operational news to report recently. Starting in 2026, it will integrate the CMS 330 command and weapon delivery system into German naval platforms on behalf of Lockheed Martin Canada.

The CMS 330 is a battle-proven command and weapon delivery system developed by Lockheed Martin Canada. It is designed to intelligently network sensors, effectors, and communication systems on board ships and provide a real-time situational picture as a basis for rapid decision-making by operators and higher command levels. In addition, the use of CMS 330 in allied navies is expected to improve compatibility and reduce training and maintenance costs.

Hensoldt CEO Oliver Dörre commented: "We are delighted about the order and the great confidence placed in our comprehensive integration expertise in this highly pioneering program. As a reliable partner of Lockheed Martin Canada, we will work together with other national and international companies to make a significant contribution to the sustainable strengthening of the German Navy's capabilities."

Defense stocks are back on investors' shopping lists. Rheinmetall appears to be the basic investment for the European sector. Hensoldt has recently been criticized for converting its large order backlog into sales growth too slowly. Regardless of which defense company, antimony is needed worldwide, and supply is determined by China. This makes Antimony Resources' stock interesting, and the resource estimate should give the stock new momentum.