RHEINMETALL AG
Commented by Matthias Schomber on September 4th, 2026 | 09:30 CEST
Danger at Rheinmetall and OHB! Is HPQ Silicon a Buying Opportunity?
The defence sector has experienced an unprecedented rally in recent years, but a harsher wind is suddenly blowing on the trading floor. While major players such as Rheinmetall and the aerospace specialist OHB are suffering from profit-taking and rising oil prices despite their exceptionally strong order books, a potentially entirely new opportunity is emerging away from the headlines. Canadian technology company HPQ Silicon is developing market-changing innovations in battery and hydrogen technologies that are approaching commercial breakthrough. Bold investors who think innovatively may recognize that opportunities on the stock market could be emerging right now.
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Commented by André Will-Laudien on September 3rd, 2026 | 08:40 CEST
Drone Attack in Germany: Pressure on NATO Mounts! Rheinmetall, Volatus, Hensoldt and DroneShield in the Spotlight
The attempted attack using an explosive-laden drone at Leipzig Airport marks a new level of escalation in hybrid warfare in Europe. Following weeks of intensive investigations by the Federal Public Prosecutor's Office, the German government has now officially identified the Russian intelligence service as the mastermind behind the sabotage operation. This targeted attack on critical infrastructure serves as a massive international wake-up call to NATO partners. In Brussels, the Alliance is calling for a significant strengthening of collective deterrence and defence capabilities against such covert operations. From an investor's perspective, such incidents create a new selling point for the defence industry and specialist defence companies. Hensoldt, a specialist in sensor technology and airspace surveillance, is facing rapidly rising demand for seamless detection systems. At the same time, defence giant Rheinmetall is coming into focus for its role in establishing far-reaching, active defence architectures at airports and military bases. When it comes to high-tech equipment for drone defence and surveillance flights, the specialists DroneShield and Volatus Aerospace are once again in the spotlight. The political pressure to close these serious security gaps in airspace as quickly as possible is likely to provide the companies involved with a massive long-term boost. Investors should therefore keep a very close eye on the geopolitical boom in this highly specialized defence segment.
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Commented by Armin Schulz on September 2nd, 2026 | 07:15 CEST
How Investors Can Profit from the Drone Threat — Rheinmetall, Volatus Aerospace and Lockheed Martin in Focus
On the night of August 5, 2026, the quick action of a bus driver helped avert a catastrophe. The drone attack ushered in a new era of threats. The foiled attack on Leipzig/Halle Airport involving an explosive-laden drone is no longer an isolated incident. This escalation, which is now attracting attention at the highest levels of the security establishment, is putting a multibillion-dollar market for effective counter-drone solutions and autonomous weapons systems firmly in the spotlight. For investors, the question is who will benefit most from this "drone supercycle". We take a closer look at three promising candidates: Rheinmetall, Volatus Aerospace and Lockheed Martin.
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Commented by Stefan Feulner on August 31st, 2026 | 06:40 CEST
RTX, Almonty Industries, Rheinmetall – The Battle for Tungsten Escalates
Tanks, missiles, radar systems, and AI chips require high-performance materials. One of the most strategically important is tungsten. China accounts for more than 80% of global production and has already tightened its export controls. At the same time, Europe and the US are ramping up their defense production. This is driving not only demand but also political pressure to establish independent supply chains. As a result, Western tungsten projects are gaining strategic importance.
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Commented by Carsten Mainitz on August 26th, 2026 | 07:15 CEST
Perspective Shift: Long-Term Growth at a Discount? Almonty Industries, Renk and Rheinmetall After the Correction
The Western defense boom is running into an often-overlooked bottleneck: tungsten. While China dominates the global market and has restricted exports, Almonty is ramping up operations at the strategically important Sangdong mine in South Korea. At full capacity, the mine is designed to supply around 40% of global tungsten demand outside China. This strategic position, record-high tungsten prices, and a substantial cash reserve, which the company is currently using for share buybacks, underpin Almonty's significant strategic flexibility. Renk and Rheinmetall, as defense contractors, provide the industrial counterpart. Packed order books, rising margins, and a defense cycle that could extend well beyond the current decade support the sector. But can these companies actually handle such enormous growth? Does the recent share price correction now offer an opportunity, or have future expectations simply become too ambitious?
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Commented by André Will-Laudien on August 25th, 2026 | 07:20 CEST
AI & Defense Boom: Time to Pick the Winners — SpaceX, Rheinmetall, Thales and Globex Mining
Higher, Faster, Further! The hype surrounding artificial intelligence and modern defense technologies shows no signs of abating. As global tensions rise, investors are searching for the most profitable gems in this expanding sector. Yet experts have long been saying "the market has gotten overheated"—but, on the whole, they are usually wrong. That is why a targeted selection of individual stocks is now more important than ever. The trend in global interest rates remains a decisive factor for the coming months. In addition, the high valuations on the Nasdaq are prompting many investors to exercise caution. In this dynamic environment, the private spaceflight company SpaceX offers fascinating growth opportunities, but its valuation seems more appropriate for the year 2035. At the same time, the defense contractors Thales and Rheinmetall are benefiting from massive government contracts and full order books. Investors looking to diversify their portfolios wisely should also consider Globex Mining. After all, critical raw materials are the foundation of any modern high-tech infrastructure. Through a strategic combination of tech, defense, and resources, investors can effectively minimize risks and maximize opportunities. Savvy investors are therefore keeping a close eye on both macroeconomic data and the geopolitical situation — and remain ready to act!
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Commented by Armin Schulz on August 24th, 2026 | 08:00 CEST
Potential Winners of the USD 1.4 billion Pentagon Deal: Rheinmetall, HPQ Silicon and BYD
The Pentagon's USD 1.4 billion allocation to the US startup Sila Nanotechnologies for the development of silicon batteries is not a financial deal, but rather the starting signal for a new era in defense. The US military is aware that drones will dominate the battlefields of the future. Their performance is largely determined by the energy density of the battery cells. Silicon anodes promise advantages in terms of range and payload. The US and Europe have also recognized that they must reduce their dependence on Asian manufacturers for domestic supply chains. So today, we take a closer look at Rheinmetall's efforts, HPQ Silicon's latest innovations and BYD's battery activities.
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Commented by Fabian Lorenz on August 24th, 2026 | 07:45 CEST
Sell Rheinmetall? Evotec with AI Potential and Lahontan Gold's 22% Resource Boost!
Should investors sell Rheinmetall shares? That is the recommendation from mwb research. The analysts continue to view Rheinmetall as a clear operational winner in the European defense boom. However, they believe market expectations starting in 2028 are too ambitious. The company's order backlog is not as robust as many assume. By contrast, there are strong arguments for a rising share price at Lahontan Gold. The gold price climbed back above USD 4,600, suggesting that a new rally in the precious metal could be getting underway—the perfect timing to give the Lahontan story a boost. The company plans to build a mine and begin gold production next year. Most recently, the resource estimate was raised by 22%. And what about Evotec? Its stock is at rock bottom. Can AI-driven optimism provide new momentum?
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Commented by Jens Castner on August 20th, 2026 | 07:50 CEST
Ammunition, Engines, Mines: Rheinmetall, Mercedes-Benz and Power Metallic Mines in the Raw Materials Race
The defence industry is booming, the automotive sector is electrifying—and both are competing for many of the same raw materials: copper, nickel, and platinum-group metals. Their production is often concentrated in politically sensitive regions such as Russia, while China controls a large share of global processing. The result: companies that fail to secure supplies in time risk production lines grinding to a halt. Rheinmetall needs these metals for ammunition and armoured vehicles, Mercedes-Benz needs them for batteries and electric motors, and Power Metallic Mines aims to supply them. We take a closer look at the potential upside for the shares of this trio.
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Commented by Armin Schulz on August 18th, 2026 | 08:30 CEST
Ticking Time Bomb in the Skies: Rheinmetall, Volatus Aerospace and DroneShield Stand to Benefit from Rising Security Threats
The incident at Leipzig Airport in early August, where fortunately a drone carrying Semtex explosives could not be detonated, demonstrates just how vulnerable the security infrastructure is—not only in Germany. Although intruders can often be detected, active intervention is sometimes difficult. This emerging threat is driving the multi-billion-dollar market for drone defence technologies. However, operators are facing regulatory grey areas, even as demand soars. So today we are taking a closer look at defence giant Rheinmetall, drone specialist Volatus Aerospace, and counter-drone specialist DroneShield.
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