RHEINMETALL AG
Commented by Fabian Lorenz on October 31st, 2025 | 07:05 CET
BUYING OPPORTUNITY! Rheinmetall, Almonty, and MP Materials shares consolidate! The situation remains critical!
Shares in the defense and critical metals sectors are currently consolidating, which could present a clear buying opportunity. Analysts continue to see Rheinmetall's fair value at over EUR 2,200, as the long-awaited billion-dollar orders are finally being awarded. In the field of critical metals, investors have used US President Trump's trip to Asia to take profits. However, the trip clearly demonstrated that securing rare earths and other critical metals remains a top priority for the US. Agreements such as those now in place with China and Japan give the US the time it needs to bring its own deposits into production. MP Materials - and, as of this week, Almonty as well - are directly benefiting from this.
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Commented by Nico Popp on October 30th, 2025 | 07:05 CET
Volatus Aerospace announces drone innovation, full order books at Rheinmetall and Hensoldt
Western aircraft along NATO's eastern border are repeatedly forced to intercept Russian planes. Drones, too, are repeatedly invading the airspace. Ukraine knows all too well the danger posed by these unmanned aerial vehicles. There, drones are now even hunting civilians. For NATO, this threat means rearmament – not only with heavy equipment and advanced electronics, but also with drones for a wide range of missions. We shed light on this trend and highlight which stocks could be promising.
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Commented by Armin Schulz on October 24th, 2025 | 07:05 CEST
How to benefit from the defense boom: The strategies of Rheinmetall, Volatus Aerospace, and DroneShield
Germany's security architecture is undergoing historic change. With a record budget of over EUR 86 billion, the defense industry is becoming the most innovative economic driver. It is advancing future technologies such as AI and drone defense, thereby generating unprecedented growth momentum. A lucrative market is emerging at the intersection of strategic necessity and technological progress. Three companies are defining this new era: defense giant Rheinmetall, airspace specialist Volatus Aerospace, and defense technology pioneer DroneShield.
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Commented by Fabian Lorenz on October 21st, 2025 | 07:30 CEST
Raw materials alert for defense and technology! Almonty, MP Materials, and Rheinmetall!
Europe faces a growing raw materials challenge. Whether it is rare earths, tungsten, or other critical metals, these resources are essential not only for defense, but for countless industries, including AI. The FAZ recently spoke to Almonty CEO Lewis Black about this, dedicating almost an entire page to the issue. Conclusion: Europe must act. The US has long since taken decisive action, securing access for its industry by investing in raw materials companies such as MP Materials and Lithium Americas. Europe's hesitation could pose a risk for Rheinmetall, even if investors are currently overlooking it - especially as the Company is also expanding in the US. Hopefully, Defense Minister Pistorius will have this issue on his radar during his visit to Canada.
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Commented by André Will-Laudien on October 20th, 2025 | 07:20 CEST
DAX volatility and dream profits with gold at USD 4,300! Barrick Mining, Kobo Resources, Rheinmetall, and DroneShield
Despite its stable upward trend, gold remains a volatile asset, as last week clearly demonstrated. Short-term fluctuations of 3 to 5% were not uncommon, but they offer speculative investors attractive entry and profit opportunities. Following the trend, major US investment houses have raised their forecasts for the yellow metal: Goldman Sachs forecasts around USD 4,900 per ounce by the end of 2026, while Bank of America has mentioned the USD 5,000 mark for the first time. It will be interesting to see how small and large gold stocks such as Kobo Resources and Barrick Mining perform. Rheinmetall and DroneShield did not have a good week recently. Although they continue to benefit from the global arms race, their share prices came under heavy pressure. What to do now?
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Commented by Carsten Mainitz on October 16th, 2025 | 07:25 CEST
Europe is building a drone wall – Manufacturers like Volatus Aerospace set to benefit enormously!
The world is arming up. NATO has decided to invest 5% of its GDP annually in defense and security-related infrastructure from 2035 onwards! This means that more than EUR 300 billion per year will be spent. Large sums will flow into air defense, cyber defense, AI, and drone defense. The increasing number of airspace violations, presumably by Russian drones, is demanding action not only from the affected Eastern European countries but also from the entire NATO alliance. Which companies are on the winning side?
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Commented by Nico Popp on October 16th, 2025 | 07:10 CEST
Tungsten – Where the critical element is irreplaceable: Almonty, LAM Research, Rheinmetall
In recent days, the share price of tungsten producer Almonty Industries has known only one direction: upward. But why is there suddenly such hype surrounding a raw material that, only a few years ago, was known only to experts? The answer is clear: for decades, China lulled Western buyers into a false sense of security and drove foreign mine operators into bankruptcy through dumping prices. Today, Almonty remains the only major tungsten producer in the West, while numerous industries urgently depend on this critical element. We take a closer look at the demand structure of this unique high-tech and defense metal.
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Commented by André Will-Laudien on October 15th, 2025 | 07:05 CEST
Supply chains on the NASDAQ! Critical metals sold out? What is next for Almonty - Caution advised with Rheinmetall, Deutz, and RENK
Snip-Snap! In and out of the markets! At the moment, all stock market wisdom applies, because there is nothing more unpredictable for investors than the current US president. And who would have thought that the critical metal supply chains would suddenly become a major driving force behind the NASDAQ rally? Just as Xi Jinping threw rare metals into the ring as a bargaining chip, Donald Trump blew a fuse. Punitive tariffs of up to 100% were suddenly on the table, and the markets went into a tailspin. Yet just one trading day later, everything is put into perspective, and the markets have to find their new valuation point – no easy task. Yesterday, nervousness returned, as reflected in a sharp rise in the volatility index. What should investors be keeping a close eye on now?
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Commented by Carsten Mainitz on October 14th, 2025 | 07:15 CEST
Momentum plays with a new wave: Almonty Industries and Rheinmetall – what is Gerresheimer doing?
The trade dispute between the US and China appears to be entering the next round. Late last week, US President Trump announced his intention to impose additional punitive tariffs of 100% on Chinese goods. The measures are expected to take effect by November at the latest. This follows China's decision to tighten export controls on certain technologies and raw materials. China holds many critical raw materials and is gradually restricting their export. While consumers face major challenges in view of the shortage of demand and rising prices, producers of these raw materials are among the stock market favorites.
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Commented by Nico Popp on October 13th, 2025 | 07:25 CEST
Drone stocks: Opportunities with Volatus Aerospace, DroneShield, and Rheinmetall
When drones appeared over several European airports in September and brought flight operations to a standstill, it came as a shock. The incidents revealed that Germany and many other Western countries are largely powerless against drones, as there are no defense mechanisms in place. Instead, representatives of the German Armed Forces and police are arguing over who is responsible for countering such threats – in Germany, there are even regulations governing who may defend against enemy threats and where. Meanwhile, the war in Ukraine continues – and with it, the drone war is evolving. It has long been clear that drones are essential as a deterrent and have become a core element of every modern army. We explain why Volatus Aerospace is well-positioned to benefit from the ongoing drone hype.
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