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RHEINMETALL AG

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Commented by Fabian Lorenz on June 3rd, 2026 | 08:00 CEST

Caution with Rheinmetall, US Contract for DroneShield, and HPQ Silicon Impresses!

  • Silicon
  • Batteries
  • Drones
  • Defense
  • geopolitics
  • Hydrogen

Caution is advised with Rheinmetall! The stock of Germany's largest defence contractor appears to have ended its recovery and is once again heading toward its annual low. A positive analyst comment failed to provide any meaningful momentum. Perhaps a partnership in the US could provide a catalyst? There is more positive news from the world's largest defence market for DroneShield. The stock rose slightly yesterday. Is it now heading toward an all-time high? The CEO of HPQ Silicon made a strong impression at an investor conference. The company is currently transitioning from the research phase to commercialization. Its next-generation battery technology is impressing in drone tests. Additionally, the company aims to revolutionize hydrogen production. The share is definitely worth adding to your watchlist.

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Commented by Armin Schulz on May 25th, 2026 | 08:10 CEST

Rheinmetall, Antimony Resources, and RENK Group: Your Gateway to the Defence Boom and Its Lucrative Supply Chain

  • Mining
  • antimony
  • Defense
  • CriticalMetals
  • hightech
  • geopolitics

Created and published on behalf of Antimony Resources Corp.

Billions are flowing into Europe's defence sector—but behind the impressive order books lies a risk: the shortage of critical raw materials. While tanks and transmission systems are the obvious winners of the rearmament wave, the invisible foundation of many defence technologies is coming under increasing pressure. A strategic metal whose supply chains are dominated by China could become the Achilles' heel of the entire industry. From the established defence conglomerate Rheinmetall to the raw materials explorer Antimony Resources and the specialized drivetrain manufacturer RENK Group, they all have one thing in common: they are benefiting from the defence boom.

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Commented by André Will-Laudien on May 25th, 2026 | 07:55 CEST

Defence Stocks in a Race Against Time: Are Rheinmetall, Strategic Resources, CSG, and RENK Still a Buy?

  • Mining
  • VTM
  • iron
  • GreenSteel
  • Defense
  • CriticalMetals
  • Technology

The bull run in defence and military stocks lasted nearly four years. At their peak, some stocks were valued at 10 times revenue, with P/E ratios reaching 100. Currently, however, a shift in thinking is taking place, as the contracting nations are heavily indebted and cannot simply keep increasing their defence budgets after the generous adjustments they have already made. This partly explains the recent dip in the sector's stock prices. Yet the stock market is playing out this theme across multiple channels. Defence stocks benefit in the long term from higher government spending, while commodity markets—particularly for steel, copper, aluminum, nickel, titanium, tungsten, and specialty chemicals—must respond to the higher underlying demand. At the same time, fiscal burdens are rising, so capital markets as a whole must distinguish between security-related demand and growing budget risks. The underlying trend is that inflation is rising due to money supply expansion, with necessary interest rate hikes as a further consequence. How should investors reconcile these trends?

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Commented by Stefan Feulner on May 22nd, 2026 | 07:05 CEST

Home Depot, Zefiro Methane, Rheinmetall – Security Boom and Energy Transition Spark New Price Potential

  • methane
  • OrphanWells
  • Oil
  • Gas
  • Energy
  • Defense

The next major stock market rally could emerge from completely different future markets. While rising defence spending worldwide is triggering a historic investment boom in the defence sector, the fight against methane emissions, fueled by billions in government subsidies, is evolving into a massive growth market. At the same time, falling interest rates and economic stabilization could massively revive the struggling real estate and renovation sectors. Whether in security, environmental technology, or consumer goods, several megatrends are converging, creating an explosive environment with enormous price potential for the coming years.

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Commented by Fabian Lorenz on May 21st, 2026 | 07:25 CEST

Is Rheinmetall Stock a Bull Trap? D-Wave Faces Challenges! Hidden Gem Strategic Resources!

  • Mining
  • CriticalMetals
  • VTM
  • Defense
  • computing
  • AI
  • GreenSteel
  • Electromobility

Rheinmetall shares have gained nearly 10% over the past few days. After Rheinmetall shares have gained nearly double digits over the past few days. After the sharp correction, the key question now is whether this marks the beginning of a sustained comeback — or merely a classic bull trap. Analysts, however, continue to recommend buying the stock and see potential for a move back toward all-time highs. In contrast, Strategic Resources remains a genuine hidden gem. The company has only recently started trading in Germany, yet its investment case appears increasingly compelling. Strategic Resources has access to critical metals and aims to build an attractive value-added supply chain around them. D-Wave's business model is also undeniably exciting. However, even after this year's correction, the valuation remains ambitious. This became clear again in light of the quarterly figures. Price targets for the quantum high-flyer have been slashed.

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Commented by Fabian Lorenz on May 18th, 2026 | 07:20 CEST

Rheinmetall, Plug Power, Antimony Resources: Buy or Sell?

  • Mining
  • CriticalMetals
  • antimony
  • Defense
  • Hydrogen

Created and published on behalf of Antimony Resources Corp.

Buy or sell Plug Power stock? Analysts are currently divided on that question. What is clear, however, is that a consolidation phase would likely be healthy. Such a consolidation has already taken place in recent weeks at Antimony Resources, potentially creating an interesting buying opportunity. In May alone, three positive updates reinforced the impression that the company may be sitting on a real treasure trove of raw materials. Analysts currently see upside potential of more than 200%. Meanwhile, Rheinmetall shares have fallen roughly 45% from their all-time high. But the picture is not entirely negative. Analysts increasingly see the stock returning to an attractive valuation level. In recent months, the company has also repeatedly demonstrated that it is far more than simply a supplier of heavy, "traditional" military equipment.

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Commented by Carsten Mainitz on May 14th, 2026 | 08:00 CEST

Analysts see significant upside for Antimony Resources, Rheinmetall, and TKMS!

  • Mining
  • antimony
  • Defense
  • hightech
  • geopolitics
  • CriticalMetals

The correction in defence and related sector stocks has recently intensified. A perceived imminent end to the war in Ukraine and more subdued expectations for medium-term growth are weighing on the market. However, according to many analysts, good buying opportunities are now emerging again for Rheinmetall & Co. Structural drivers such as rising defence budgets, geopolitical tensions, and full order books remain intact. One special stock is Antimony Resources. The Canadian company holds the highest-grade deposit of this critical raw material in North America. Antimony is a key raw material for ammunition, electronics, and defence equipment. Its importance is growing enormously against the backdrop of scarce global availability and fragile supply chains. In a recent report, GBC analysts assigned the stock a price target of CAD 3. Following the recent pullback, investors can pick up the stock at its current price of around CAD 0.61!

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Commented by Fabian Lorenz on May 13th, 2026 | 07:30 CEST

Takeover at Bayer! Shock at Rheinmetall! Opportunity for MustGrow Stock!

  • agritech
  • Agriculture
  • mustard
  • chemicals
  • fertilizer
  • Defense

Created and published on behalf of MustGrow Biologics Corp.

The blockade of the Strait of Hormuz is turning into a stress test for global food security. Supply chains across the fertilizer industry are coming under pressure — and this could create a significant opportunity for MustGrow Biologics. The company's organic biological fertilizer (biofertilizer) is being approved in an increasing number of US states. And in the field of biological crop protection, they are collaborating with Bayer. Meanwhile, Rheinmetall is grappling with disappointed market expectations. Revenues at the defence contractor are simply not growing fast enough, although the company continues to modernize its product portfolio.

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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

  • Mining
  • antimony
  • CriticalMetals
  • Defense
  • hightech

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

  • Mining
  • Silver
  • Commodities
  • renewableenergy
  • Defense

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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