RHEINMETALL AG
Commented by Matthias Schomber on May 12th, 2026 | 07:30 CEST
China's Stranglehold and the Achilles' Heel of Military Build-Up: The Thriller Involving Rheinmetall, RENK, and Antimony Resources
Created and published on behalf of Antimony Resources Corp.
The world is arming itself, and on the stock market, the big names in the defence industry celebrated an unprecedented rally. But recently, things have been going downhill for Rheinmetall & Co. on the stock market! Behind the gleaming facades of factory buildings and the impressive order books of Rheinmetall and RENK lies an uncomfortable truth. The massive production of ammunition and high-performance propulsion systems also depends on an almost forgotten raw material that China controls almost single-handedly. Antimony is the secret link that determines victory or defeat in industrial logistics. While industry giants search for stable sources, a Canadian exploration company is emerging that could close a strategic gap in the West. It is a game with extremely high stakes, where geopolitics, military necessity, and enormous profit opportunities collide head-on. When might share prices for Rheinmetall & Co. start rising again?
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Commented by André Will-Laudien on May 11th, 2026 | 06:45 CEST
Silver Back at USD 80: Silver Viper Goes on the Offensive; Caution Advised for Siemens Energy, TKMS, and Rheinmetall
The silver market seems electrified, having reclaimed the USD 80 mark. While investors are already betting on the next commodity wave, risks related to supply bottlenecks, geopolitical blockades, and strategic dependencies are intensifying for key industrial metals. This shifts the focus to stocks whose valuations have long since outpaced their fundamentals. Siemens Energy, TKMS, and Rheinmetall are among the names where expectations had become extremely high. Investors looking solely at momentum now easily overlook the fact that even strong stories on the stock market eventually hit their valuation limits. Smaller stocks are faring differently. They were completely overlooked during the upswing, even though they had done their homework. Silver Viper Minerals appears particularly exciting in this environment, as the company holds projects in Mexico that could suddenly unleash a whole new level of economic leverage if precious metal prices continue to rise. So, in the shadow of the general euphoria, a few surprise winners could well emerge in the near future.
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Commented by Matthias Schomber on May 11th, 2026 | 06:40 CEST
Stock Market and Share Price Turmoil! Intel Soars, Rheinmetall Plummets – Is Globex Mining Now Saving Western Defence?
The world is in turmoil, and on the stock market, the cards are being reshuffled for a new era. While politicians are still debating sovereignty, three corporations are already creating a fait accompli. This is about more than just share prices. It is about dominance in a world that is radically turning away from the East. Intel, the semiconductor giant, is celebrating a historic comeback thanks to a mega-deal. Rheinmetall, the defence contractor, is struggling with a stock price drama despite full order books. And right in the middle of it all is a smaller player that controls the vital raw materials for both. Intel, Rheinmetall, and Globex Mining may form a community of shared destiny that has hardly been on anyone's radar until now. Those who understand these connections are looking into the future of Western industrial power. It is a highly dangerous yet highly profitable game between defence, technology, and Earth's treasures. Read now why these three stocks could deliver explosive upside potential.
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Commented by Armin Schulz on May 7th, 2026 | 08:45 CEST
From Niche Metal to Strategic Asset: Antimony Resources Gains Relevance for Rheinmetall and BASF
Created and published on behalf of Antimony Resources Corp.
What was long considered an obscure niche metal is now critical to the defence, chemical, and energy sectors. Antimony is used to harden alloys, improve flame resistance in plastics, and support certain battery technologies. At the same time, China controls 70% of production and strictly limits its exports. The result is price spikes of over 400% within two years. Without independent sources, Western industries risk being paralyzed. This is not a theoretical scenario, but an acute reality. Reason enough to take a closer look at the defence contractor Rheinmetall, the up-and-coming antimony producer Antimony Resources, and the chemical company BASF.
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Commented by André Will-Laudien on May 6th, 2026 | 08:00 CEST
Strategic Power Trio: How Rheinmetall, Infineon, and Power Metallic Are Shaping the Backbone of the Future of Industry
The global race for critical metals such as lithium, cobalt, and rare earths has long since moved beyond the realm of harmless market mechanisms; today, it is a matter of strategic buildup. Copper has emerged as the true "common thread" of the energy transition and the AI revolution. As an indispensable component of every high-tech enterprise, from AI chips and complex sensor systems to massive energy grids, copper has become a structural bottleneck. A compulsive, at times painful, marriage prevails: for the Western industrial world is existentially dependent on a smooth supply to maintain technological supremacy. In other words, the industrial fate of the world hangs on the red metal. The vulnerability of these high-tech supply chains is currently being laid bare in all its harshness by the Strait of Hormuz blockade. When restrictive export rules from major producers collide with maritime paralysis, the geopolitical escalation has an immediate impact on the calculations of global goods production. 3 companies, 3 positions—clear hallmarks of a winning team!
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Commented by André Will-Laudien on May 5th, 2026 | 07:45 CEST
Things are heating up in the Middle East! Antimony Resources, Rheinmetall, RENK, and LPKF Laser in high demand
Created and published on behalf of Antimony Resources Corp.
The escalating conflict in the Middle East is acting as a catalyst for the already fragile global supply chains and is abruptly pushing critical raw materials into the spotlight of the capital markets. The focus is less on the physical flow of metals through the Strait of Hormuz and more on its role as a bottleneck for approximately 20% of global oil trade, where disruptions immediately drive up energy prices and, consequently, the cost base of industrial production. Even moderate disruptions lead to rising freight rates, higher insurance premiums, and extended delivery times: a toxic mix for industries optimized for just-in-time production. Studies estimate that the risk of a sustained disruption could destabilize trade volumes of up to USD 1.2 trillion annually. In this complex situation, companies that address strategic bottlenecks or are part of the security-relevant value chain stand to benefit the most. Antimony Resources Corp. is emerging as a potential Western supplier of a critical metal, while Rheinmetall and RENK Group are benefiting from rising defence budgets. LPKF Laser & Electronics is addressing the chip market with new ideas. Investors should trust their instincts about what belongs in their portfolio right now.
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Commented by Fabian Lorenz on May 5th, 2026 | 07:40 CEST
Evotec's Share Price Surges! Summer Rally for Desert Gold? Rheinmetall Shares Heading Toward EUR 2,000?
Evotec's share price has skyrocketed. Following positive news from a drug discovery partnership, the stock temporarily climbed by over 9%. This continues the upward trend of recent weeks. Is there perhaps even more to come? An interesting candidate for a summer rally is Desert Gold. The company plans to begin gold production for the first time next month. Additionally, the resource is set to be expanded through a drilling program. Analysts see potential for a tenfold increase. Analysts are also optimistic about Rheinmetall. They even see the defence stock rising back above EUR 2,000. However, the sector currently lacks momentum. Most recently, the DAX-listed company reported on a milestone.
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Commented by Nico Popp on May 1st, 2026 | 07:25 CEST
Is a Western Tungsten Ecosystem Emerging? Almonty Industries vs China Tungsten – Does Rheinmetall Stand to Gain?
The supply of tungsten has become one of the most critical bottlenecks for Western security and high technology. The metal, which has the highest melting point of any element at 3,422°C, is simply irreplaceable in modern weapon systems, semiconductors, and technologies ranging from the energy transition to fusion energy. While the Chinese market leader, China Tungsten and Hightech Materials, continues to post impressive record figures, a turning point is unfolding behind the scenes: China is transforming from a dominant exporter to a strategic importer of tungsten concentrates. This development is forcing Western consumers like Rheinmetall to radically reevaluate their supply chains to avoid dependence on Beijing's export decisions. Almonty is stepping into this strategic vacuum; with the commissioning of the Sangdong mine in South Korea, it is becoming the new linchpin of a Western-oriented raw materials alliance. The current market situation makes it clear that the era of cheap and always-available tungsten from the Far East is over. This makes establishing self-sufficient supply chains in secure jurisdictions a top priority for Western governments. Almonty is likely to benefit. We compare this ambitious tungsten player with the Chinese market leader.
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Commented by Fabian Lorenz on April 30th, 2026 | 07:40 CEST
Buy recommendations for Rheinmetall and Antimony Resources! What is going on at Bayer?
Created and published on behalf of Antimony Resources Corp.
Is Rheinmetall's stock heading back toward EUR 2,000? Maybe even higher? Analysts are convinced of this. Negative scenarios are already priced into the share price. The latest order shows that operations are running smoothly at Germany's largest defence contractor. Strong news from Antimony Resources as well. Drilling results are impressive once again, making analysts' price targets increasingly plausible. They see the stock rising by over 150%. Bayer shares have had a tough time in recent weeks. The glyphosate stress is back. The issue had been sidelined for months, and the stock had been on an upward trajectory. Then, starting in mid-February, came the sharp sell-off. What do analysts say?
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Commented by Fabian Lorenz on April 28th, 2026 | 11:35 CEST
DRONE STOCKS: Laggard Rheinmetall, Specialist DroneShield, and Hidden Gem HPQ Silicon
Rheinmetall's stock has been a disappointment this year. Although global defense spending is on the rise, Germany's largest defense contractor lacks momentum. However, the company did recently announce an exciting contract in the drone sector. The Düsseldorf-based company finally appears to be gaining a foothold in this segment. HPQ Silicon aims to extend drone flight times. Beyond that, the company has several other exciting technologies in its portfolio. The stock is still a hidden gem. However, this is unlikely to remain the case for much longer. The batteries are performing well in tests, and commercialization is set to begin. DroneShield specializes in drone defense. The stock was one of the rising stars of recent years. Currently, however, the stock is struggling. Yet performance in Q1 was positive, and the pipeline is fully loaded.
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