NORTH ARROW MINERALS
Commented by Nico Popp on July 15th, 2026 | 08:30 CEST
Built on Sand? Barrick Mining Under Pressure, Rio Tinto Facing Headwinds, and North Arrow Minerals in a Strong Position
The demand for strategic metals, the challenging geopolitical environment, and new exploration methods—these factors are prompting established corporations and smaller exploration companies to adapt their business models in the face of these multifaceted challenges. While the major producers are streamlining their portfolios, which have grown over the years and are sometimes complex, smaller companies are demonstrating agility by divesting marginal projects and focusing on promising deposits in politically stable regions. We examine these developments and highlight exciting companies.
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Commented by André Will-Laudien on July 6th, 2026 | 07:25 CEST
Crash? No Thanks: The Auto Sector Ahead of a Turnaround! 133% with BYD, VW, North Arrow Minerals and BMW
In recent months, hardly any other sector on the stock market has managed to become as unpopular as the automotive sector. Margin battles and restructurings, including mass layoffs, are making the rounds across Europe. This downward trend stems primarily from structural overcapacity and mistimed ramp-up of electromobility. Now the German kings of the combustion engine are facing the aggressive market entry of state-subsidized Chinese competitors. European manufacturers, in particular, are thus caught in a fatal pincer crisis of falling sales and rising investment costs. Analysts therefore predominantly rate the traditional business models of the OEMs as risky and are lowering their future expectations. Institutional investors are abruptly shifting their portfolios into less cyclical, higher-margin growth sectors. The result: the broad European auto index lost around 12% over the last 12 months, with individual manufacturers down as much as 17 to 37%. Is there still hope for the titans on 4 wheels?
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Commented by Nico Popp on July 3rd, 2026 | 08:20 CEST
Legacy Assets as a Competitive Advantage: New Paths for Barrick and Rio Tinto – North Arrow Minerals Unlocks a Desert Treasure
There is no innovation without change. Breaking new ground is becoming increasingly important. But in which direction should companies be heading? Geopolitical upheavals, the restructuring of global supply chains, and the AI revolution are colliding with long-standing challenges such as climate change. While industrial companies must invest billions to remain competitive, resource companies are often in a stronger position, as raw materials sit at the very beginning of almost every value chain. Today, we take a look at companies that are consciously breaking new ground and outline the opportunities this may present for investors.
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Commented by André Will-Laudien on June 18th, 2026 | 07:50 CEST
Gold and Critical Metals in Buy Mode: In the Fast Lane with Barrick, BYD, VW, and North Arrow Minerals!
When it comes to critical metals and gold, Africa is a sought-after continent among investors. West Africa, in particular, has developed into one of the world's most significant gold-producing regions over the past two decades, with Barrick Mining—through its mines in Mali—playing a key role in unlocking the region's enormous geological potential. Deposits such as Loulo-Gounkoto are now among the company's most productive gold mines and impressively demonstrate the value that can be created when promising greenstone belts are systematically explored and developed. Barrick's success story also illustrates that many of today's major gold discoveries are no longer being made in traditional mining regions, but rather in areas that have seen little exploration. This realization is bringing the South African country of Botswana into the spotlight of global metals strategists. The politically stable country not only possesses significant deposits of critical metals such as copper, nickel, and rare battery metals, but also harbours geological structures comparable to the productive gold belts of West Africa. Investors are taking notice.
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Commented by Armin Schulz on June 8th, 2026 | 07:45 CEST
How to Turn the Sell-off into a Gold Mine with Barrick Mining, North Arrow Minerals, and B2Gold
On June 5, 2026, the price of gold plummeted by 3.37% to USD 4,324. This is the lowest level since late March. Panic selling swept the market, but analysts are calling it a long-overdue technical correction following a nine-week rally. Gold mining stocks amplify such movements: they fall roughly twice as sharply, but also recover twice as quickly. Those who buy now rather than sell could stand to benefit from this leverage. The current weakness is not a disaster, but an opportune entry point for long-term investors. We take a closer look at Barrick Mining, North Arrow Minerals, and B2Gold.
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Commented by Lars Winter on June 3rd, 2026 | 07:30 CEST
North Arrow Minerals: An Undiscovered Gold Explorer with Significant Upside Potential
North Arrow Minerals has largely flown under investors' radar so far. However, that could change in the coming months. The small Canadian explorer is currently undergoing a strategic transformation that may redefine its investment case. Many investors still associate the company with its former focus on diamonds and lithium. Today, however, North Arrow Minerals is increasingly positioning itself as a gold exploration company focused on Botswana. This country in southern Africa is not only considered one of the most politically stable and mining-friendly jurisdictions on the African continent, but is also among the regions where large parts of the geological potential remain surprisingly under-explored. While investor attention has recently centred on established gold districts in Nevada, Canada, and Australia, underexplored African greenstone belts are increasingly coming into focus. This is precisely where North Arrow Minerals is now strategically repositioning itself.
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Commented by Nico Popp on May 28th, 2026 | 07:25 CEST
Gold Consolidation in Africa: Barrick Mining and Harmony Gold Under Pressure – North Arrow Minerals Fills the Strategic Niche
Rapidly dwindling mineral reserves, a lack of major discoveries in historically developed areas, and drastically increased geopolitical risks—the situation in the gold industry demands action. Leading companies must realign their portfolios to avoid valuation discounts. The search is on for deposits in stable jurisdictions that can be brought into production quickly with state-of-the-art infrastructure. According to regular analyses by the Fraser Institute, Botswana is emerging as the primary target area in Africa. The junior company North Arrow Minerals is positioning itself in a promising geological niche to systematically define a virtually untouched system with the Kraaipan Gold Project.
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Commented by Tarik Dede on May 11th, 2026 | 10:30 CEST
New Opportunities in Gold Stocks: Pan American Silver, North Arrow Minerals, and B2Gold
The war in the Persian Gulf appears to be entering its final phase. It is becoming increasingly clear that the US government wants to withdraw as quickly as possible and declare victory, leaving the rest to its own narrative management. This sentiment is also reflected in the gold price. Most recently, Deutsche Bank helped fuel momentum by issuing a price target of USD 8,000 for gold. Now, a key technical decision may be approaching. Gold has reached the resistance zone around USD 4,850, putting the April highs within reach. If a breakout succeeds, the path toward the USD 5,200 level would at least be technically open from a chart perspective. An end to the war could provide the right momentum here. The main beneficiaries of a higher gold price are gold stocks. We therefore take a closer look at the shares of Pan American Silver, North Arrow Minerals, and B2Gold.
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Commented by Fabian Lorenz on May 7th, 2026 | 08:55 CEST
Alarm bells are ringing at BioNTech! Billions at Hensoldt! Buying opportunity at North Arrow Minerals!
"Buy first, then kill," was how Tübingen Mayor Boris Palmer reacted to BioNTech's planned site closures. The reason is that, within this framework, virtually all sites of the recently acquired CureVac are set to be shut down. A CureVac co-founder has also made serious allegations, and BioNTech shares are declining. At the same time, there may be an opportunity for rising prices with a gold gem. While the gold price continues to consolidate, there are arguments in favour of an investment in North Arrow Minerals. The company has repositioned itself and is now focusing on an interesting gold project. Just a few kilometres away lies the multi-million-ounce Harmony Gold Kalgold open-pit mine. Meanwhile, Hensoldt has outperformed its industry peers, Rheinmetall and RENK, so far this year. Yesterday, it became clear that there are indeed good reasons for this. So, should investors buy now?
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