RHEINMETALL AG
Commented by Fabian Lorenz on February 10th, 2026 | 07:00 CET
Rheinmetall, Bayer, Avrupa Minerals: Stocks for Europe's independence in defense, pharmaceuticals, and raw materials!
Europe is working feverishly to achieve independence. This applies, among other things, to defense, raw materials, and medicines. Investors can profit from these three stocks. Avrupa Minerals is developing raw material projects in Finland, Portugal, and other countries, skillfully diversifying to reduce risks. The stock is still largely unknown, but this is likely to change soon. Rheinmetall is a basic investment, although there was a noticeable drop in its share price last week. Are expectations too high? At the beginning of 2025, there were hardly any expectations for Bayer. This made the comeback of the company and its stock all the more spectacular. Recently, positive study results have once again caused excitement. The next blockbuster is in the pipeline.
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Commented by Carsten Mainitz on February 9th, 2026 | 07:20 CET
New analyst comments: Almonty Industries at all-time high, volatility at Rheinmetall and RENK – What is next?
The latest analyst ratings assess the growth prospects of Almonty Industries and several defense companies. The tungsten producer's stock stands out as particularly positive. The high price level of this critical raw material, combined with rising production volumes, is acting as an enormous profit lever with net margins of around 60% from 2028 onwards. The bottom line is that the experts' verdict on defense stocks is positive. The big picture underpinning this outlook is the tense geopolitical situation and massive increases in defense budgets.
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Commented by Fabian Lorenz on February 5th, 2026 | 08:15 CET
Setback, consolidation, and a new contender: Rheinmetall, DroneShield, and NEO Battery Materials
Drones are the future in both the military and civilian sectors. Rheinmetall also wants to be part of this. But Germany's largest defense contractor, known for its heavy military equipment, has recently had to swallow a disappointment. In contrast, NEO Battery Materials could finally take off. In recent months, the company has caused a stir with orders for its revolutionary batteries for applications in drones, robotics, and electromobility. Now it has brought two well-known corporations on board. And what about DroneShield? Things have quietened down somewhat for the high flyer from 2025. But there are opportunities for orders in its home country.
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Commented by Carsten Mainitz on January 30th, 2026 | 07:00 CET
Business is booming, stocks are booming: Almonty Industries, Rheinmetall, and TKMS in focus
Shares in commodity producers and defense companies are booming. Geopolitical conditions and structural long-term demand trends form the basis for a sustained positive climate. Almonty Industries stands out in particular as a leading global producer of the critical raw material tungsten. Demand from the defense, aerospace, high-tech and other strategic industries is growing massively worldwide, especially in the United States. The price of tungsten rose by over 160% last year and continues its upward trend this year.
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Commented by Armin Schulz on January 29th, 2026 | 06:55 CET
Raw materials, armaments, returns: The investment logic behind Almonty Industries, Rheinmetall, and Lockheed Martin
The global economy is under intense pressure. Geopolitical conflicts are causing shortages of critical raw materials and forcing nations to embark on a massive arms race. These two megatrends are creating unique profit opportunities for companies that are positioned at the crucial points of this value chain. Those who understand the strategic connection between vital resources, modern defense technology, and the highest level of security technology can profit. An analysis of the key players - Almonty Industries, Rheinmetall, and Lockheed Martin - reveals how investors can position themselves along this strategic value chain.
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Commented by Fabian Lorenz on January 28th, 2026 | 07:10 CET
PRICE EUPHORIA at OHB! Rheinmetall takes on Airbus and Elon Musk? D-Wave completes acquisition! Finexity shares take off!
Could Rheinmetall, together with OHB, soon challenge Elon Musk's Starlink and Airbus? At any rate, OHB's share price reacted with a jump of more than 50%. Finexity shares have also surged. Following its pilot project with a savings bank, the Company has brought another exciting partner on board for its marketplace for tokenized assets. The price jump is likely to be just the beginning, as the market capitalization remains low. By contrast, D-Wave shares are showing no signs of slowing down. The Company has successfully completed an important acquisition, which is expected to be a milestone in strengthening its leading position in the quantum computing space.
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Commented by André Will-Laudien on January 27th, 2026 | 07:00 CET
Trump 3.0 and gold at USD 5,000! Critical metals continue to skyrocket with Almonty, Rheinmetall, DroneShield, and CSG
US President Donald Trump appeared on the international stage in Davos and triggered mixed reactions. With his well-known "America First" slogan, the most powerful man in the world once again made clear which priorities dominate from a US perspective. For the international community, this reinforces concerns about transatlantic reliability and the growing realization that, in a crisis, countries may increasingly have to rely on their own capabilities when dealing with dictatorships and autocratic systems. This development exemplifies the geopolitical turning point already described by Klaus Schwab in Davos in 2020 as "The Great Reset." Geopolitical uncertainty is giving rise to constraints and unsettled investors. They are increasingly turning to true values, which are believed to lie in the commodities sector. Against this backdrop, critical metals, gold, and silver remain firmly in focus – a trend that has been gaining momentum for weeks. Here are a few tips for risk-conscious investors.
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Commented by André Will-Laudien on January 22nd, 2026 | 07:10 CET
NATO under pressure – Is silver the new gold? Dream returns with Silver North, fresh momentum for Rheinmetall and TKMS
Geopolitical upheavals are exposing deep rifts of trust between the superpowers. The US approach toward Greenland is reminiscent of long-outdated colonial practices and has alienated the political actors involved. As a result of this blunt conduct on the international stage, trust in political institutions is eroding, and long-standing alliance structures are beginning to fall apart. The wobbling of the transatlantic alliance, NATO, marks a new level of tension and escalation. What this means for the capital markets in the short term remains unclear. However, what is already evident is the almost daily appreciation of gold and silver, along with another surge in valuations of defense stocks. A scenario of rising interest rates is also looming on the horizon. None of this is good news, and investors would be well advised to examine their portfolio structures for weaknesses. Here are a few ideas.
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Commented by Armin Schulz on January 22nd, 2026 | 07:05 CET
The winners of deglobalization: Why Almonty Industries, Rheinmetall, and the RENK Group are now in the spotlight
Geopolitical conflicts and trade tariffs are bringing the era of globalized supply chains to an end. Instead of pure efficiency, strategic resilience now counts. In this upheaval, three fundamentally different companies are defining the pillars of future value creation. A producer of critical raw materials, a defense giant, and a specialist in drive technology. Their common ground is the response to fragmented markets and the pursuit of technological sovereignty. It is worth following the path of Almonty Industries, Rheinmetall, and the RENK Group.
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Commented by Carsten Mainitz on January 20th, 2026 | 07:25 CET
Never change a winning team! This triumphant trio belongs in every portfolio: Almonty Industries, TKMS, and Rheinmetall
In the current year, the old favorites remain the new favorites: defense and commodities. Geopolitical tensions and rising defense budgets, as well as demand for critical commodities, are shaping the big picture. Reflecting these conditions, defense stocks and shares in raw materials producers should continue to rise. Almonty Industries stands out in particular. Rising tungsten prices provide significant leverage for Almonty Industries, currently the largest tungsten producer outside China. When will the next price surge come?
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