ALMONTY INDUSTRIES INC.
Commented by André Will-Laudien on December 17th, 2025 | 07:00 CET
Year-end rally ahead! Selected positioning for 2026 in Almonty, DroneShield, thyssenkrupp, and TKMS
Incredible volatility at year-end. No surprise - the past stock market year will go down in history as one of the best for the DAX and NASDAQ. And this despite shrinking economic growth and rising inflation. But seasoned investors already know that inflation boosts stock prices, and what drives them even more is defense spending. War is terrible, but it fills the coffers of financiers - led, as always, by the US. Donald Trump likes to sell himself as a peacemaker to the outside world, yet the US remains the world's largest producer of offensive and defensive technology. Business is booming, NATO is among the biggest customers, and demand runs into the trillions. Whether 2026 will continue in the same vein is doubtful, but conflicts at least continue to enable hyperinflationary money printing. As a result, the gigantic debt flywheel spins ever faster – this is how FIAT money systems have functioned for millennia! Where do opportunities lie for risk-aware investors?
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Commented by Stefan Feulner on December 16th, 2025 | 07:10 CET
Rheinmetall, Almonty Industries, Theon – Peace talks open up opportunities
Hopes for a ceasefire in Ukraine are currently influencing not only politics but also the stock markets. While a possible peace plan is being negotiated at the highest level in Berlin, defense stocks are coming under short-term pressure. Investors are pricing in a scenario in which the military escalation subsides. However, looking beyond the daily headlines reveals a different picture. Regardless of the outcome of the Ukraine summit, Europe is facing a long-term security policy realignment, with permanently higher defense spending. For the defense industry, this means short-term volatility, but attractive prospects for investors in the medium to long term.
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Commented by Nico Popp on December 15th, 2025 | 07:05 CET
The Wall Street leverage: What Bank of America's entry really means for Almonty - the MP Materials blueprint
Capital on the stock market is not all the same. There is "dumb" money that chases short-term trends, and there is "smart" money that actually shapes markets. The alliance between Almonty Industries and Bank of America is therefore far more than a simple financing round. It is an institutional seal of approval that, via access to the wealth management arm Merrill, opens the door to US private capital and enables a re-rating. Analysts such as D.A. Davidson had already confirmed this potential before the most recent capital increase with the high-profile lead bookrunner, issuing concrete price targets of USD 12 and pointing to massive revenue growth through 2028.
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Commented by Armin Schulz on December 12th, 2025 | 07:00 CET
Peace shock or lasting boom? Rheinmetall, Almonty Industries, and thyssenkrupp under review
A new diplomatic dynamic is raising hopes for a possible end to the Ukraine conflict and presenting investors with a complex question. While any news of peace puts pressure on defense stock prices in the short term, structurally increased defense budgets and an ongoing modernization cycle are driving the industry forward in the long run. The real opportunity lies in the shift from an acute crisis to a predictable, steadily growing security industry. We analyze the starting positions of Rheinmetall, Almonty Industries, and thyssenkrupp.
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Commented by Fabian Lorenz on December 11th, 2025 | 07:15 CET
DO NOT PANIC! Almonty, Standard Lithium, and DroneShield
Commodity gem Almonty experienced a significant price setback on Tuesday. But yesterday's recovery shows that there is no reason to panic. The Company is on its way to becoming a tungsten superpower. CEO Lewis Black left no doubt about this during his latest presentation to investors. According to him, the tungsten spot price could rise to USD 1,000 per MTU. Analysts expect significantly less, and Almonty is already achieving strong margins at USD 300. The fact that investors can react very sensitively after massive price gains was demonstrated by DroneShield's stock. But now the recovery rally is underway. Things are also happening at Standard Lithium. The Americans appear to be well on their way to securing billions of USD for the construction of their first lithium mine.
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Commented by Carsten Mainitz on December 10th, 2025 | 07:15 CET
What is going on? Sharp price swings for Almonty Industries, Klöckner & Co., and RENK!
Negotiations to end the war between Russia and Ukraine are dragging on. The 28-point plan originally drafted by the US government has now been reduced to 20 points and is to be presented to Ukraine. In general, skeptical voices are growing louder, with many not expecting an agreement to be reached anytime soon. Against this backdrop, defense stocks such as Rheinmetall and RENK are rising. Equally exciting is Almonty Industries, a Canadian manufacturer of the critical metal tungsten, which is also in high demand in the defense industry. Recently, the stock fell significantly to an attractive price level.
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Commented by André Will-Laudien on December 8th, 2025 | 07:05 CET
The high flyers of 2026: who will lead the next rally? Almonty, Rheinmetall, BYD, and Mercedes-Benz in focus
As the year draws to a close, investors are already thinking about the next investment year. This is understandable, as hardly any other period in history has brought as much return as the past year. AI, defense, and high-tech stocks led the way, with some even reaching 1,000% in individual cases. However, the price trends also show that stocks that have performed well will eventually enter a consolidation phase. In the case of Almonty, the share price rose tenfold, and even after the correction, it was still up almost 700% at the beginning of December. In addition to fundamental data, timing also plays a decisive role in success. We are thinking about the coming year. Will the old favorites also be the new winners?
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Commented by Nico Popp on December 5th, 2025 | 07:00 CET
Siemens Energy, Deutsche Bank, Almonty: Why 2025 belonged to the tankers – and 2026 will be the year of the speedboats
There are years on the stock market that are remembered for decades. 2025 was one such year. It was the year the old economy made its comeback. Who would have thought 12 months ago that a former DAX turnaround candidate would outperform tech stocks? Or that a major German bank would suddenly be viewed as a highly attractive core investment? The scoreboard does not lie: the big tankers delivered. However, stock market history rarely repeats itself exactly. While many blue chips are now trading at high valuations and no longer offer much upside potential, experienced investors are already positioning themselves for the next cycle. A presentation at the International Investment Forum (IIF) on Wednesday provided a decisive clue as to where the momentum may shift in 2026.
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Commented by Armin Schulz on December 4th, 2025 | 07:20 CET
Take advantage of the panic: Why buy Rheinmetall, Almonty Industries, and DroneShield now?
A sharp drop in share prices is shaking the defense industry. Triggered by short-term hopes for peace, the markets are ignoring the unchanged robust fundamentals: bulging order books and rising global defense budgets. This discrepancy opens up strategic entry opportunities. Three key companies, artillery and vehicle manufacturer Rheinmetall, critical raw materials supplier Almonty Industries, and drone defense specialist DroneShield, are in focus and stand to benefit from sustained demand.
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Commented by Fabian Lorenz on December 3rd, 2025 | 10:20 CET
US government strengthens Bayer! Almonty next? What is Novo Nordisk doing?
A bombshell at Bayer: The US government has officially sided with the Company. If the Supreme Court follows the recommendation, the Leverkusen-based company could largely put the glyphosate issue behind it as early as next year. Investors and analysts are enthusiastic. Almonty Industries is also in intensive discussions with the US government. CEO Lewis Black emphasized this in an interview with Fox Business. The Company plans to start mining tungsten, which is critical for defense and aerospace, among other things, in the US as early as next year. Since 2015, the US has been 100% dependent on imports. Analysts see 40% upside potential. Novo Nordisk shares are currently looking for a bottom. To reduce its dependence on Ozempic, the Danes have concluded a billion-dollar deal.
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