DRONESHIELD LTD
Commented by André Will-Laudien on September 11th, 2025 | 07:00 CEST
In peace and war – Defense stocks poised for the next leap: Volatus Aerospace, thyssenkrupp, DroneShield and Rheinmetall
Europe's defense industry is facing an unprecedented wave of investment. The combination of long-term secure financing, political resolve, and technological modernization is creating an attractive environment for providers of defense systems, sensor, and AI solutions. Analysts expect average growth rates of 5 to 10%, which will see the market expand from around EUR 125 billion to approximately EUR 170 billion by 2030. The key drivers are the EU's massive investment offensives, which aim to mobilize up to EUR 800 billion through the new SAFE financial instrument. This is a historic turning point for rearmament - especially after 25 years of disarmament. The package includes EUR 150 billion in loans for the joint procurement of high-tech systems such as drones, air defense, and artillery. Which stocks stand to benefit from this scenario?
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Commented by Fabian Lorenz on September 2nd, 2025 | 07:05 CEST
Sell RENK? DroneShield shares plummet! Commodity gem Antimony poised for a price jump?
At RENK, the complete exit of the major shareholder is making headlines—yet the share price posted strong gains yesterday. Investors are now wondering whether to follow suit or let their profits run. DroneShield is also a hot topic of conversation: despite record figures with more than 200% revenue growth and a jump into profitability, the stock lost double digits within just a few days. For long-term investors, is the setback more of an entry opportunity than a warning signal? There is much to suggest that Antimony Resources' share price will rise: the correction following the tripling of the commodity gem appears to be over. Strong drill results and the strategically important metal antimony could make for a hot autumn. As China puts increasing pressure on global supply, alternative projects like Antimony's are coming into focus on the stock market.
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Commented by André Will-Laudien on August 27th, 2025 | 07:10 CEST
Let off some steam! Caution advised for DroneShield, RENK, and Hensoldt - but opportunities at Pasinex
The stock market is entering a correction phase. For overheated stocks in the high-tech and defense sectors, this is a welcome opportunity to let off some steam. Now it is important to put the long-term prospects into perspective against the short-term hysteria. Doing so reveals where it may be worth buying after a correction. The charts are only just starting to rise, and a stronger correction should follow. In this context, the zinc projects of Pasinex Resources appear to be particularly attractive. As always, a balanced portfolio protects against unpleasant surprises. We present a few ideas.
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Commented by Fabian Lorenz on August 21st, 2025 | 07:00 CEST
Up to 300% with raw materials and defense! Standard Lithium, DroneShield, and zinc play Pasinex!
DroneShield's stock has plummeted by around 20% in recent days. However, with a performance of over 300% in 2025, the Australian company remains one of the top performers. The drone defense specialist recently reported on its performance in Q2. Revenue is at record levels, and the order book is full. Will that be enough? Pasinex Resources remains in rally mode. The chances of a continuation are high, as important milestones are coming up and the stock remains favorable. Standard Lithium has celebrated a comeback in recent months, recovering from its brutal crash at the turn of the year. What is next?
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Commented by André Will-Laudien on August 19th, 2025 | 07:10 CEST
Ukraine hangs in the balance, and demand for defense remains high! Rheinmetall, Hensoldt, Antimony Resources, and DroneShield in focus
The latest geopolitical tensions and the Trump-Putin summit in Alaska highlight how fragile global supply chains currently are due to high levels of uncertainty—especially for European industry, which is suffering from energy shortages and trade blockades. This situation is reflected in the capital markets, where interest rates are trending upward and risk premiums are increasing. Nevertheless, new record highs are being recorded almost daily. Under pressure from rising commodity prices, Western industrial companies in particular are facing the challenge of realigning their procurement strategies in order to survive in an increasingly fragmented global trade environment. This opens up opportunities for investors who respond flexibly and resiliently to these changes. So which investments should investors focus on to successfully navigate their portfolios through this turbulent phase of global upheaval?
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Commented by André Will-Laudien on August 7th, 2025 | 07:10 CEST
The billion-dollar business! Arms and defense stocks in vogue – Volatus Aerospace, DroneShield, Leonardo, and Airbus
The European defense sector is set to experience significant growth over the next five years. Analysts anticipate average growth of 5 to 8% per annum. The European defense market is expected to grow from around EUR 125 billion to around EUR 170 billion by 2030. A key driver: EU funding is increasing massively, including through the Readiness 2030 program, which will provide up to EUR 800 billion in additional funding, including EUR 150 billion in low-interest loans for the joint procurement of drones, air defense systems, and artillery. In addition, NATO countries have committed to spending 5% of their GDP on defense by 2035, which will require additional investments of approximately EUR 320 billion per year. Which companies stand to benefit?
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Commented by André Will-Laudien on August 4th, 2025 | 07:10 CEST
Correction or Crash? Gold and these stocks are holding their ground – Heidelberger Druck, Desert Gold, and DroneShield
A new round of tariff chaos involving Donald Trump is sending the overbought markets into a tailspin. The CNN Fear & Greed Index plummeted by a full 32 points last week. After total euphoria, the markets are now back in neutral territory. Some sectors that had performed well, such as defense, AI, and high tech, also had to give up a few percentage points from their recent highs. But it is not all bad news, now investors have the chance to re-enter or top up at more favorable prices. Alternative investments such as Bitcoin and gold corrected slightly, but precious metals quickly rebounded after a brief consolidation. We take a look at some interesting stocks in a challenging market environment and ask: How can investors navigate the summer slump?
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Commented by André Will-Laudien on July 31st, 2025 | 07:25 CEST
Defense remains number one – another 200% with Heidelberger Druck, Almonty, Hensoldt, and DroneShield?
When the word "defense" is heard on the trading floor, investors' hearts beat faster. This was recently evident in an 80% rally by Heidelberger Druck in just 48 hours. Who would have thought it, given that Germany has benefited from the "peace dividend" for over 25 years and virtually eliminated its defense capabilities. Today, with conflicts and threats lurking around every corner, weapons and defense technology are back in the spotlight. From an economic perspective, it is encouraging that Germany can reestablish an industrial foothold in this field, especially as the automotive sector is facing headwinds. However, a detached view of the context reveals that profits and prosperity for shareholders are now being generated from the construction of machines that are directed against human life. This is a novelty in the German political potpourri, where the sector has been regulated for years, and the left wing tends to have the say. Where are the opportunities for investors?
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Commented by André Will-Laudien on July 24th, 2025 | 07:00 CEST
What is going on here? Watch out for DroneShield, Pure Hydrogen, and Nel ASA
The stock market is currently taking no prisoners. Megatrends such as AI and high-tech have enabled investors to reap substantial returns over the past two years. But for the past three months, defense and armament stocks have been performing a wild dance on the trading floor. With special public programs to upgrade NATO, investors are expecting billions to flow into companies that maintain a defense segment in their business model. But how can a 600% rise in share prices be justified with just 20% more orders? What if DroneShield disappoints in September? The Australian hydrogen specialist Pure Hydrogen is currently expanding into the US, and much remains to be seen here. So where are the opportunities for investors?
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Commented by Fabian Lorenz on July 23rd, 2025 | 07:20 CEST
Major shareholder buys into DroneShield! Analysts bullish on TUI shares! Antimony: A new commodity gem!
Whether it is critical antimony, modern drone defense, or classic tourism, every industry has stocks with potential. New on the investor radar is commodity gem Antimony Resources. Antimony is a critical metal. The supply situation for Western countries is vital because China dominates the market. Initial drilling successes speak in favor of buying the stock. DroneShield has experienced spectacular share price growth. A prominent major investor appears to be seeking more and is continuing to purchase shares in the drone defense specialist. And at TUI, analysts believe in new sales records – not only in the summer, but also in the coming winter. Profits in particular are expected to rise sharply.
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