ALMONTY INDUSTRIES INC.
Commented by Fabian Lorenz on January 12th, 2026 | 07:25 CET
Bombshell at D-Wave! Rheinmetall and Almonty Industries involved in future technologies, fusion energy, and laser technology!
There is a bombshell at D-Wave. The quantum specialist plans to expand its business model through an acquisition, investing USD 550 million in the process. Whether this will pay off is difficult to assess today. It is, however, easy to see that Almonty benefits from the high demand and tight supply of tungsten in the Western world. The stock was one of the high flyers in 2025 and still does not appear expensive. Another potential driver is emerging: tungsten plays a key role in advances in fusion energy. Rheinmetall is also working on future technologies. Germany's largest defense contractor aims to shoot down drones and other missiles with lasers in the future. Diversifying beyond tanks and other heavy equipment is both smart and important.
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Commented by André Will-Laudien on January 8th, 2026 | 07:20 CET
ATTENTION - The next 100% opportunity could be here: Almonty, RENK, TKMS, and Infineon
Shares related to artificial intelligence continue to be a major focus in the market, even though the initial euphoria has subsided somewhat recently. Critical voices are increasingly warning of setbacks or even a significant correction. Among these skeptics is the well-known investor Michael Burry, who is said to have bet on falling prices for Nvidia and other industry peers. At the same time, shares linked to critical metals and their industrial end users have once again moved into the spotlight since the turn of the year. This is because tech specialists and AI infrastructure providers are under pressure to meet extremely high requirements in terms of energy supply, computing capacity, speed, and reliability. As a result, further opportunities are emerging for selected stocks. We highlight a few of these potential plays.
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Commented by Carsten Mainitz on January 7th, 2026 | 07:25 CET
Defense and commodity stocks remain top performers! These should not be missing from any portfolio: Almonty Industries, TKMS, and Salzgitter
Defense and commodity stocks continue to offer attractive investment opportunities. Geopolitical tensions, such as those currently in Venezuela, as well as the war between Russia and Ukraine, are providing companies in the defense industry with a sustained economic boom. Critical raw materials are also geopolitically significant. These resources, along with secure supply chains outside China, carry great weight for both companies and states. We explain why the companies listed above benefit from this overall constellation.
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Commented by Armin Schulz on January 6th, 2026 | 07:05 CET
Defense 2.0: Why Almonty Industries, DroneShield, and Palantir are the new strategic assets in the defense boom
While attention is focused on large defense contractors, a less noticed but lucrative ecosystem is emerging in the shadow of the defense boom. The real winners in the new security landscape are often companies that provide the essential foundations, from critical raw materials for high technology to defense against ubiquitous drone threats to analysis of crucial data streams. These companies are structurally benefiting from billion-dollar budgets and redefining modern security architecture. Three specialized players illustrate this momentum: Almonty Industries, DroneShield, and Palantir.
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Commented by Nico Popp on January 5th, 2026 | 07:20 CET
Problems at Masan High-Tech Materials, low grades at Xiamen Tungsten: How Almonty is becoming a strategic lifeline for Boeing, Rheinmetall & Co.
In the world of critical metals, a lesson in market power and geopolitical dependence is currently unfolding. Tungsten, which is indispensable for the defense industry, toolmaking, and semiconductor technology due to its extreme hardness and heat resistance, is becoming scarcer and more expensive – prices for APT are expected to reach four-figure territory by 2026. For many years, Chinese market leader Xiamen Tungsten has impressively demonstrated how lucrative the tungsten business can be. However, while Western industrial companies such as Rheinmetall and Boeing are desperately searching for material, it is becoming apparent that existing alternatives in Vietnam, namely Masan High-Tech Materials, cannot fill the gap due to geological limitations. It is precisely into this supply vacuum that Almonty Industries is moving. With the commissioning of the high-grade Sangdong mine in South Korea and the planned expansion in the US, Almonty offers much-needed security of supply and enables investors to participate in the high margins of the sector, but without the geopolitical risk of China and with additional unique advantages.
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Commented by Fabian Lorenz on January 2nd, 2026 | 07:00 CET
Over 770% in 2025! Will the rally continue in 2026? Rheinmetall, Almonty Industries, MP Materials!
What a year for defense and critical raw materials. China is increasingly using its raw material wealth as a geopolitical weapon. The US, in particular, is responding consistently and pushing Western companies. Tungsten is emerging from the shadow of rare earths due to its strategic importance. Tungsten producer Almonty Industries is commissioning its massive mine in South Korea, and its share price is shooting up by 770%. Even MP Materials cannot keep up. However, it is also valued significantly higher. Will Almonty continue to catch up in 2026? And what is Rheinmetall doing? Growth in 2025 was less strong than expected. Nevertheless, analysts see price potential for Germany's largest defense contractor in 2026.
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Commented by André Will-Laudien on December 29th, 2025 | 07:05 CET
Stock market miracles at a glance! Will Almonty, Rheinmetall, thyssenkrupp, and TKMS become double-baggers again in 2026?
With only two trading days left, one of the most successful investment years of the new millennium is coming to an end. A quarter of the year has already passed, and the major indices have gained around 25% on a currency-adjusted basis, a scenario that is rarely observed. Almonty Industries is among the top-performing stocks of the past 12 months, with investors' capital increasing by an impressive 730%. The large Sangdong tungsten mine in South Korea has now gone into operation, yet CEO Lewis Black is already working on the next strategic steps. Rheinmetall is in full swing, even if the highest prices could not be maintained here. And for the thyssenkrupp Group, a new era is dawning with the spin-off of its marine subsidiary TKMS. The rally is unlikely to be over yet for this select group. We do the math!
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Commented by Carsten Mainitz on December 23rd, 2025 | 07:20 CET
Spectacular gains in 2025: Almonty up 8x, Rheinmetall up 2x - is TKMS next? Let profits run?
Commodity stocks and defense shares were among investors' favorites in 2025. Rheinmetall shares have more than doubled this year and have even increased tenfold since the outbreak of the war between Russia and Ukraine. An especially impressive rally was delivered by Almonty Industries, whose share price rose eightfold. The signs continue to point to growth, as the Company has key unique selling points and significant geopolitical relevance in the supply of strategic metals that are urgently needed in the West and are essential for the defense industry and high-tech sector. The necessary security of supply is also attracting governments as buyers. The development of stock market newcomer TKMS is also exciting. The order books of the manufacturer of submarines and naval vessels are filling up. The motto for these stocks in 2026 is: stay on board.
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Commented by Armin Schulz on December 22nd, 2025 | 06:50 CET
Take advantage of the price dip among industry leaders from the US and Germany: Almonty Industries, Rheinmetall, and RTX
The recent price corrections among leading companies in the key sectors of critical raw materials and defense technology now present a strategic entry point. This setback offers investors the opportunity to participate in established and ongoing megatrends without missing the early phase. We analyze the specific upside potential of tungsten producer Almonty Industries, German defense giant Rheinmetall, and US technology leader RTX.
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Commented by Fabian Lorenz on December 19th, 2025 | 07:00 CET
Milestone for Almonty Industries! Full order books at RENK and TKMS! Here is what analysts say
A milestone for Almonty Industries: the tungsten mine in South Korea goes into operation. This positions the raw material gem for strong revenue and earnings growth in the coming years. Analyst estimates are based on significantly lower prices and could therefore be too conservative. The stock is rebounding. Defense stocks are currently being weighed down by the possibility of peace in Ukraine, but order books remain well filled. Shortly before Christmas, RENK is celebrating a million-euro order from the German Armed Forces for various tanks. TKMS has no worries about revenue for the coming years, with an order backlog of EUR 18.5 billion, nearly nine times its annual sales. Analysts recommend buying.
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