DRONESHIELD LTD
Commented by Stefan Feulner on July 10th, 2026 | 07:35 CEST
Almonty Industries, DroneShield, Thales: Three Companies Benefiting from the Global Arms Race
Global defense spending is rising to record levels, fueling a long-term investment boom. It is no longer just traditional defense contractors that are benefiting from this trend. At the same time, the supply of strategic raw materials is becoming a critical bottleneck. Metals, which are indispensable for precision weapons, semiconductors, aerospace, and modern defense systems, are becoming increasingly important. Those who can secure Western supply chains in the future or possess key technologies have the potential to be among the biggest winners of this geopolitical turning point.
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Commented by André Will-Laudien on July 7th, 2026 | 07:30 CEST
DAX at 30,000—Unrealistic? Keep an Eye on DroneShield, Volatus Aerospace, Airbus, and Hensoldt
It has been a long time since global equity markets experienced such a powerful and broad-based bull run. Investors have once again been reminded that geopolitical conflicts do not necessarily trigger prolonged market declines. Instead, they often reinforce expectations of higher defence spending, accelerated technological innovation, and additional government investment. At the same time, public debt continues to climb. Rather than being meaningfully reduced, maturing obligations are typically refinanced by issuing new debt. In the view of many market participants, this ongoing expansion of public borrowing continues to provide liquidity support for financial markets. This trend has persisted since the global financial crisis of 2008. Meanwhile, the influence of major technology entrepreneurs and capital allocators on politics and industry has become increasingly apparent. Figures such as Elon Musk play a far greater role in shaping industrial policy and technological development than would have seemed conceivable only a decade ago. Valuation, however, remains a growing concern. The cyclically adjusted Shiller P/E ratio for the S&P 500 has averaged roughly 17.4 over the long term. At around 39.5, it currently stands approximately 127% above that historical average. That places the market among the most richly valued periods in modern history, exceeded only by the peak of the dot-com bubble in 1999. Whether traditional valuation metrics remain fully applicable in today's AI-driven and highly liquid market environment has therefore become an increasingly debated question among investors.
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Commented by Nico Popp on July 2nd, 2026 | 07:10 CEST
Russia Has Its Eyes on Poland: Asymmetric Threats Boost Rheinmetall and DroneShield—Is Volatus Aerospace a Hidden Gem?
Is Russia testing NATO? New scenarios even consider the possibility of asymmetric attacks on Poland. This complex situation is forcing nations to rethink their defence strategies and invest accordingly. According to surveys by the Stockholm International Peace Research Institute, global military spending reached a historic high of USD 2.887 billion in 2025. This trend is driving the unmanned aerial systems and defence technologies sector in particular. While large corporations and specialized technology suppliers are benefiting from this realignment, smaller, more agile market players are coming into focus within the defence industry as strategic suppliers and acquisition targets. We take a closer look and highlight some exciting stocks.
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Commented by Armin Schulz on June 23rd, 2026 | 07:30 CEST
Do Not Invest in Overheated Defense Stocks! DroneShield, Antimony Resources and MP Materials Show the Smarter Way
Created and published on behalf of Antimony Resources Corp.
The rally in European defense stocks is running out of steam. After months of impressive share price gains, hopes for peace and high valuations are unsettling investors. While Rheinmetall and peers suffer from volatility, the focus is shifting toward a less-watched niche market. The structural uptrend in defense spending remains intact, but tomorrow's winners could be those that benefit from the security boom without producing weapons themselves. This is exactly where opportunities are opening up at companies that serve tomorrow's defense supply chain with drone defense, critical raw materials and high-tech components. DroneShield, Antimony Resources and MP Materials exemplify this strategic shift.
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Commented by Stefan Feulner on June 22nd, 2026 | 06:50 CEST
Rheinmetall, HPQ Silicon, DroneShield: Tomorrow's Winners Take Shape at Eurosatory
Eurosatory in Paris is one of the world's most important defence and technology trade shows. It is not just a place to showcase new systems; it is also where strategic partnerships are forged that can determine future market share and contracts worth billions. With defence budgets on the rise, the focus is particularly on drone technology, drone defence, precision weapons, and AI-powered reconnaissance. Several companies used this year's trade show to expand their position in these high-growth markets of the future through groundbreaking collaborations.
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Commented by Fabian Lorenz on June 3rd, 2026 | 08:00 CEST
Caution with Rheinmetall, US Contract for DroneShield, and HPQ Silicon Impresses!
Caution is advised with Rheinmetall! The stock of Germany's largest defence contractor appears to have ended its recovery and is once again heading toward its annual low. A positive analyst comment failed to provide any meaningful momentum. Perhaps a partnership in the US could provide a catalyst? There is more positive news from the world's largest defence market for DroneShield. The stock rose slightly yesterday. Is it now heading toward an all-time high? The CEO of HPQ Silicon made a strong impression at an investor conference. The company is currently transitioning from the research phase to commercialization. Its next-generation battery technology is impressing in drone tests. Additionally, the company aims to revolutionize hydrogen production. The share is definitely worth adding to your watchlist.
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Commented by Matthias Schomber on May 29th, 2026 | 09:05 CEST
Siemens Energy and DroneShield in the Spotlight - HPQ Silicon Set to Take Off?
While Washington and Tehran claim to be on the verge of a ceasefire agreement—after months of conflict over Iran—aimed at reopening the Strait of Hormuz, through which one-fifth of the world's energy flows, technology leaders and emerging companies are setting the markets in motion. In an environment still shaped by the global energy transition and new geopolitical security challenges, where uncertainty is ever-present, attentive investors can find good opportunities and potential. While some heavyweights are already targeting, or have already reached, all-time highs, others are grappling with sometimes abnormal, violent price swings and regulatory headwinds. Away from the spotlight, however, there are also smaller companies that nonetheless have what it takes to significantly transform forward-looking industries. In this report, we examine Siemens Energy's impressive comeback, analyze the rollercoaster ride of DroneShield shares, and finally take a look at HPQ Silicon. This still-undiscovered stock could be on the verge of a decisive technical and fundamental turning point right now.
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Commented by Nico Popp on May 21st, 2026 | 07:40 CEST
A Turning Point—But the Right One! Autonomous Warfare Forces Defence Giants to Act: Volatus Aerospace, Palantir, and DroneShield in the Spotlight
Security can no longer be taken for granted in Western democracies, and the geopolitical upheavals of recent years have prompted governments worldwide to act. Yet growing criticism of multi-billion-dollar defence spending often overlooks one key reality: today's investments are largely the consequence of political inaction over the past decade. Against this backdrop, an end to the global security and defence boom is highly unlikely. Modern conflicts can escalate rapidly into asymmetric, software- and drone-driven confrontations, placing increasing pressure on traditional defence contractors to adapt. To compensate for shortcomings in autonomous flight control and AI, established defence contractors are increasingly relying on inorganic growth and turning to technology pioneers. We take a closer look at this rapidly evolving market and present one particularly compelling stock opportunity.
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Commented by André Will-Laudien on May 4th, 2026 | 07:05 CEST
Geopolitical Front Lines Redrawn: Why HPQ Silicon, DroneShield, SAP, and Oracle Are Now Indispensable for Investors
After 12 months of extreme volatility and uncertainty, one thing is clear: the modern era is not being decided in an ivory tower, but on the front lines of geopolitical conflicts. Europe's long period of peace is over, and technology is shaping the new wars in ways never seen before. This complex situation is now shaping commodity markets, supply chains, and digital infrastructure simultaneously. Drone technology is emerging as one of the most visible fields where military requirements and industrial innovation converge directly. Battery performance determines not only range and operational capability but also the strategic strength of entire supply chains. At the same time, data specialists like SAP and Oracle are coming into focus because they provide the information and control layer on which modern states and companies operate. Those who invest with an eye on the times, therefore, look not only at weapons and energy but also at the digital infrastructure of SAP and Oracle as part of the new power architecture.
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Commented by Jens Castner on April 29th, 2026 | 07:35 CEST
DRONE STRATEGY: AEROVIRONMENT, VOLATUS AEROSPACE, OR DRONESHIELD – WHICH ONE WILL TAKE OFF AGAIN?
The stock market has not failed to notice that drones play a key role in modern warfare. At one point, anything related to unmanned aviation was being snapped up as if there were no tomorrow. But since fall 2025, the high-flying days are over. Even good news barely moves stock prices anymore—a consequence of high valuations. Will stocks like AeroVironment, Volatus Aerospace, and DroneShield take off again? And, if so, does it make more sense to invest in companies that manufacture drones, or in those that shoot them down?
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