Evotec's Share Price Surges! Summer Rally for Desert Gold? Rheinmetall Shares Heading Toward EUR 2,000?

Desert Gold Ventures: Comeback Story of the Year Has Begun

Anyone looking for an interesting stock for a summer rally should take note of Desert Gold. There are good reasons why this stock could be an attractive addition to a portfolio.

Fundamentally, the gold explorer's stock is benefiting from the revival of the gold sector in Mali. The company's largest project, SMSZ, is located there. The 440 km² area is situated in western Mali, one of West Africa's most important gold regions, with a resource of over 1 million ounces. The world-class mines of Barrick Mining and B2Gold are located in the immediate vicinity. Both companies have settled their respective disputes with the local government this year and intend to continue investing. This sent a positive signal to gold investors, and Desert Gold's stock is now on the comeback trail. Nevertheless, Desert Gold is still valued at less than EUR 25 million. The stock is currently trading at EUR 0.08. Analysts at GBC Research believe the stock could multiply in value to EUR 0.59.

This summer, Desert Gold plans to begin highly efficient gold production. With a "small mine", the company aims to extract gold from a section of the SMSZ and generate cash flows. According to GBC, the value of the planned Barani East oxide gold mine alone exceeds the current market capitalization. Analysts expect Desert Gold to start production in June 2026 and increase throughput to around 1,200 tons per day by the end of the year.

And as mentioned, the SMSZ project is much larger still. To expand and define it, Desert Gold launched a drilling program a few days ago. The reverse-circulation (RC) drilling program covers approximately 4,250 m across five priority target areas. Among other things, this is intended to expand the resource near Barani East. In addition, extensions along strike and at depth will be tested, and structurally favourable zones will be investigated for higher-grade mineralization. Overall, this should be an important step toward expanding the resource for the entire project. Incidentally, it is expected to be completed within a few weeks. Investors can therefore look forward to an interesting news flow.

Save the Date: Desert CEO, Jared Scharf, will present at the International Investment Forum (IIF) on May 20, 2026. Attendance is free for investors.

Evotec: Share Price Surge in the Morning

Evotec's share price surged by over 9% to more than EUR 5.50 on Monday morning. Even though this level could not be maintained throughout the day, the biotech stock is continuing its upward trend from the past few weeks. After hitting a multi-year low of EUR 4 at the end of March, the stock has since gained nearly 40%. However, it still has a long way to go to reach its previous highs. Evotec shares were trading at EUR 10 at the end of 2024, EUR 20 at the end of 2023, and EUR 40 at the end of 2021.

The stock's upward trend is accompanied by positive news flow. This was also the case yesterday. Evotec announced the selection of a preclinical development candidate from its drug discovery collaboration with Almirall. The program focuses on the treatment of immune-mediated inflammatory skin diseases, for which there is a high unmet medical need. By leveraging Evotec's AI- and ML-powered platforms, this milestone was achieved in just two years. This is significantly shorter than the industry-standard timeframe for comparable small-molecule programs, the Hamburg-based biotech company announced.

The collaboration combines Evotec's integrated end-to-end drug discovery capabilities with Almirall's dermatological expertise. In the next step, Evotec will continue to support the program via its INDiGO platform through to the submission of the new drug application, ensuring a smooth transition into clinical development. According to Dr. Cord Dohrmann, Chief Scientific Officer of Evotec, this rapid success underscores the efficiency of the data-driven approach and the importance of the scientific collaboration with Almirall.

Rheinmetall: Is the stock heading toward EUR 2,000?

Rheinmetall shares also got off to a strong start yesterday as the new week began. The stock rose by around 4% at one point. The shares of Germany's largest defence contractor are on the verge of breaking through the EUR 1,400 mark. According to analysts at JPMorgan, there is still significant upside potential. They confirmed their "Buy" recommendation last week and see the stock's fair value at EUR 2,130.

Rheinmetall recently reported on a milestone in its naval shipbuilding program: the christening of the "LÜBECK," the fifth corvette of the 130 class (2nd batch). The ceremonial event took place at the Blohm+Voss site in Hamburg in the presence of representatives from politics and the German Armed Forces. For Rheinmetall, this event marks a first: the first ship christening under the leadership of the new Naval Systems division. In this context, CEO Armin Papperger emphasized the Group's growing responsibility for Germany's and its NATO partners' defence capabilities.

The approximately 89-meter-long warship, specifically designed for coastal operations and anti-surface warfare in the North and Baltic Seas, is now entering the final outfitting and commissioning phase. Completion is being carried out by the K130 consortium (ARGE) under Rheinmetall's leadership in cooperation with TKMS and German Naval Yards Kiel. According to Tim Wagner, CEO of Rheinmetall Naval Systems, following the christening of the "LÜBECK" this year, the deliveries of the corvettes "EMDEN" and "KÖLN" are the next major milestones.

Rheinmetall officially entered the surface shipbuilding business in March 2026 as a full-fledged naval systems provider. This was achieved through the acquisition of NVL (Naval Vessels Lürssen), the military division of the Bremen-based Lürssen Group. The purchase was agreed upon in September 2025 and completed in March 2026. As a result, the renowned Blohm+Voss shipyard in Hamburg and the Peene shipyard in Wolgast are now part of Germany's largest defence conglomerate.

Desert Gold shares are an interesting candidate for a summer rally. The start of gold production should bring the company not only cash flow but also significant attention. In addition, the drilling program is generating news flow. Rheinmetall is a core investment, but defence stocks currently lack momentum. Some patience is likely required. Evotec, on the other hand, currently appears to be building momentum.