RHEINMETALL AG
Commented by André Will-Laudien on December 30th, 2025 | 09:10 CET
Silver boom racing towards USD 100, or not? Focus on critical metals with Antimony Resources, Airbus, Rheinmetall, and Plug Power
No peace in Ukraine after all? Defense stocks are being passed around like hot potatoes; no one seems to want to be invested when the flag of peace is raised. Yesterday, the defense sector fell by 4% at times, with Rheinmetall even dropping below the EUR 1,500 mark. When disappointing interviews with Donald Trump arrived from Florida, the stocks turned upward again. The fact remains that the defense sector needs critical metals. Industrial giant Airbus has secured several new orders, while Plug Power's targets are being pushed further and further back. Is another capital increase looming? Antimony Resources remains promising, as the Canadians have what Donald Trump would like to have. Judge for yourself!
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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 Armin Schulz on December 19th, 2025 | 07:10 CET
The critical resource: How Antimony Resources protects Rheinmetall and BASF from shortages and why it has upside potential
Without antimony, there would be no flame retardants, modern electronics, or precision ammunition. However, the global availability of this critical metal is increasingly under threat. This is yet another sign of the comprehensive raw materials crisis that is forcing entire industries to radically reorganize their supply chains. It is precisely here, where a triad with enormous potential is emerging: Antimony Resources' access to the source positions itself as a potential supplier to Rheinmetall and BASF, who depend on this indispensable material. We take a closer look at the three companies.
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Commented by André Will-Laudien on December 18th, 2025 | 08:00 CET
Silver boom and critical metals on the rise! Keep a close eye on Rheinmetall, Infineon, Hensoldt, and Antimony Resources
International conflicts and competition for physical silver are leading to increasing uncertainty surrounding critical metals. Since the defense industry and the high-tech sector are particularly dependent on intact supply chains, increased volatility is also measurable in these sectors. For risk-conscious investors, the time has come to scan their portfolios for potential risks and, after one of the best upward cycles of the last 20 years, to close one or two doors. We can help with the analysis.
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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 André Will-Laudien on December 15th, 2025 | 07:00 CET
Silver soon at USD 100 – has the defense rally now stalled? Silver North, Rheinmetall, and DroneShield in focus
Unbelievable – who would have thought it? Last week, silver reached the USD 64 per ounce level for the first time, reflecting a pronounced imbalance between supply and demand. In contrast to the bubble surrounding the Hunt brothers, who effectively bought up the silver market to nearly USD 50, today's rally is based on a global structural deficit driven not only by industrial demand but also by geopolitical tensions, rising government debt, and a weak US dollar. Physical silver availability is declining worldwide due to low production levels. At the London Metals Exchange (LME) in particular, inventories have fallen by roughly one third since 2021, while ETFs have reduced the freely available supply by more than 75%. The situation is coming to a head! Where should investors start paying closer attention?
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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 10th, 2025 | 07:00 CET
Defense stocks are RISING! The US is leaving Europe on its own! Rheinmetall, Hensoldt, and Antimony Resources!
Investors are once again snapping up defense stocks. On the one hand, peace in Ukraine seems unlikely in the foreseeable future. On the other hand, Europe can no longer rely on the US. Rheinmetall and Hensoldt are therefore in high demand. The shares of both companies have gained ground in recent days and have received additional tailwind from orders. Defense companies such as Rheinmetall and Hensoldt would likely face major problems without antimony. Nevertheless, this critical metal is relatively unknown among investors. Here, too, China determines supply. This makes Antimony Resources interesting for investors. After strong share price gains, the stock has recently consolidated. This offers an entry opportunity before the first resource estimate is published shortly.
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