DroneShield responds! Globex Mining steals the show from Barrick Mining and MP Materials!

Globex Mining: Numerous commodity gems in one stock

Shares in exploration companies can be a very sensible addition to any portfolio. This is particularly true in times like these, when commodities are used either as a safe haven or as a geopolitical weapon. Compared to producers, they offer above-average return opportunities. For those who do not want to take the risk of selecting individual stocks, Globex Mining shares are a very attractive alternative. The company holds interests in over 250 projects in North America – half of which are in the precious metals sector (gold, silver, platinum, and palladium). Critical metals are also part of the portfolio. The company has proven time and again that it can find real gems, such as its stake in Antimony Resources. More and more investors are becoming aware of the advantages of investing in Globex Mining. As a result, the stock has catapulted onto investors' radar in recent months and has gained over 50% in value since the beginning of January.

Looking at the portfolio, the share price potential appears far from exhausted. The latest company announcement shows that the company continues to discover hidden gems.

For example, the company has staked a contiguous package of lode claims in the US state of Nevada, thereby establishing the new rare earths project "Gem Hills" which lies about 170 km northeast of Las Vegas. An initial prospecting and sampling program has already been implemented. The sample data is convincing. Total rare earth oxide (TREO) grades range from 0.28% and 5.26%, with an average of approximately 1.7%. Heavy rare earth oxides (HREO) account for up to 18.97% of TREO in certain samples, while Nd/Pr oxides represent up to 35% of TREO. Surface mineralization has been identified in trenches and samples over at least 90 m of strike length, and remains open to the north and south, with additional potential toward the west.

The regional classification is strategically interesting. The mining incubator's project is located in a US priority area for the development of a domestic supply chain. MP Materials' Mountain Pass project is also situated in the same region.

https://youtu.be/2VV60-FnKJk?si=Es_QCeLL2Q9g2y8r

Note: Those who would like to learn more about Globex Mining's prospects and projects firsthand should register for the International Investment Forum ii-forum.com on February 25, 2026. Globex COO David Christie will be presenting live.

Barrick Mining and MP Materials with sand in the gears

Globex Mining's stock has clearly outperformed Barrick Mining and MP Materials in recent weeks. Since the mining incubator only really caught investors' attention in the second half of 2025, this could be just the beginning of a longer-term rally. In contrast, MP Materials is currently running out of steam. The stock has gained around 10% in the current year, largely missing out on the rally in critical raw materials. Over the past six months, the rare earth company's stock has actually lost around 19% of its value. Following the US government's entry last year, investors appear to be waiting for new operational momentum.

In contrast, Barrick Mining's stock has more than doubled in the past six months. It has also weathered the correction in the gold price quite well.

However, the gold and copper group was unable to trigger a new rally with the publication of its 2025 annual financial statements. These reported record cash flow figures, a massive dividend increase, and strategic decisions. The focus is currently on the planned spin-off of the North American business as part of an IPO. However, there are problems with joint venture partner and eternal rival Newmont. Shareholders should keep an eye on this development.

DroneShield responds to loss of confidence

DroneShield apparently plans to regain lost confidence. After the Australian drone defense specialist attracted negative attention last year, among other things due to a double order announcement, it is now strengthening its top management. Michael Powell has been appointed Chief Operating Officer (COO). Officially, the company wants to set the course for the next phase of growth with this appointment, with a particular focus on Europe and the US.

According to the company, Powell brings more than 25 years of leadership experience in defense-related and industrial technology markets. His career as COO and Managing Director includes positions in areas such as defense and aviation, communications, and critical infrastructure. He has worked for Thales Australia and Knorr-Bremse, among others. In his new role, Powell will be responsible for scaling up DroneShield's global operations. The focus will be on strengthening product delivery and longevity and aligning the interfaces between engineering, manufacturing, and the supply chain more closely.
DroneShield CEO Oleg Vornik described Powell as an experienced "operator" who can reliably implement complex programs on a global scale.

The appointment comes at a time when DroneShield's performance has sent mixed signals. On the one hand, revenue in the fourth quarter of 2025 increased significantly year-over-year to AUD 51.3 million. However, revenue in the third quarter of 2025 amounted to AUD 92.9 million. This was not a major setback, but it was noticeable and remained without comment from the company.

Globex Mining's stock has gotten off to a strong start in the new year. Risk diversification, with exciting projects such as antimony and rare earths being developed on an ongoing basis, suggests that the mining incubator's share price will continue to rise. The underperformance of MP Materials is slowly raising questions. Is the market capitalization of over USD 10 billion simply too high? Or is it merely a matter of awaiting new operational developments? At DroneShield, the appointment of a COO is certainly a step in the right direction. The company's opportunities in the field of drone defense are undisputed. However, technological development is progressing rapidly, and a powerful internal structure is needed. Barrick Mining remains a core investment in gold and copper.