RHEINMETALL AG
Commented by Stefan Feulner on July 21st, 2025 | 07:05 CEST
Salzgitter AG, Volatus Aerospace, and Rheinmetall with spectacular news
The defense industry continues to shine with strong momentum. Despite some overly ambitious valuations, companies such as Rheinmetall, RENK, and Hensoldt are trading close to their historic highs. And analysts are still outdoing each other with ever higher price targets. Caution is advised with established arms and ammunition manufacturers. In contrast, young companies with innovations from niche markets are growing and have further potential.
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Commented by Armin Schulz on July 18th, 2025 | 07:10 CEST
Rheinmetall's boom in demand, Power Metallic Mines' key role in critical raw materials, and BYD in crisis?
The global hunt for strategic metals is driving markets into breathtaking volatility. Military expansion and the electromobility boom are driving demand for key raw materials, while geopolitical rifts pose a threat to supply. Whoever masters these bottlenecks controls future technologies and security-critical chains. Investors sense opportunities worth billions, but only a few players are positioning themselves decisively at the critical points. We therefore take a look today at Power Metallic Mines, an indispensable supplier, as well as Rheinmetall and BYD, which represent the raw material-hungry industries.
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Commented by Nico Popp on July 17th, 2025 | 07:15 CEST
Silver becomes a defense metal: Silver North, Rheinmetall, Siemens Healthineers
US President Donald Trump's ultimatum to Russia is less than four days old, and it is already clear that it will go unanswered. Russia is continuing its attacks on Ukraine and shows no signs of backing down. At the same time, the defense industry is continually striking new deals, expanding capacity, and investing in innovation. Many of these innovations require silver. We explain the surge in demand for this precious and industrial metal and highlight investment opportunities.
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Commented by Fabian Lorenz on July 16th, 2025 | 07:25 CEST
WINNING STOCKS for the second half of the year!? Rheinmetall, Bayer, and Hotstock PanGenomic Health
Hard to believe: Bayer shares are among the winners in 2025. And even the news flow is positive. Does the Leverkusen-based company even have a new blockbuster in the pipeline? What do analysts say? PanGenomic Health shares could be among the stars of the second half of the year. With a new health app, the Company is entering a billion-dollar market in the US and benefiting from the Trump administration. If it succeeds in securing market share, the stock should have plenty of upside potential. Analysts believe that the air is getting thinner for Rheinmetall shares. However, it is likely only a matter of time before the EUR 2,000 mark is broken.
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Commented by André Will-Laudien on July 14th, 2025 | 07:05 CEST
Stock market correction? Gold target raised to USD 4,500 – Barrick, Sranan Gold, Rheinmetall, and Strategy
The time seems ripe for new positions. While the major indices DAX-40 and NASDAQ recently reached new highs, gold, silver, and Bitcoin are about to open entirely new chapters. At over USD 38.50, silver recently hit a 14-year high, and chart analysis now indicates a breakout. Bitcoin, often referred to as digital gold, also hit new highs with prices above USD 118,000. Arguments such as war, debt and inflation are causing investors to flee to safe havens. In the equity sector, defense and high-tech stocks with AI exposure are among this year's best performers. Investors should slowly start to slow down here, as the risk of a correction is increasing. Those investing in gold should consider adding stocks like Barrick Mining and First Majestic Silver to their portfolio, but Sranan Gold is an absolute buy. We are becoming increasingly skeptical about Rheinmetall, as the momentum has run out! We can help you restructure your portfolio.
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Commented by Armin Schulz on July 11th, 2025 | 07:05 CEST
Rheinmetall, Argo Graphene Solutions, Vonovia: Three beneficiaries of the EUR 500 billion stimulus package
Germany's economy is facing a billion-dollar gamble. Government super-write-offs and a EUR 500 billion special fund are fueling investment in infrastructure and defense. Record budgets of EUR 115 billion for roads, networks, and education, as well as EUR 86 billion for arms modernization, are creating unprecedented opportunities. Those who join now can benefit from Germany's largest restructuring in decades. But where are the best prospects? Today, we look at three companies that could profit from these investments in defense and infrastructure: Rheinmetall, Argo Graphene Solutions, and Vonovia.
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Commented by Nico Popp on July 10th, 2025 | 07:10 CEST
German government kicks off hydrogen boost: Rheinmetall, thyssenkrupp, First Hydrogen
The German government is stepping on the hydrogen gas pedal: Simplified approvals and accelerated construction of electrolysers, import terminals, pipelines, and storage facilities are intended to make German industry fit for the future. Hydrogen is of "overriding public interest," according to a draft law obtained by the news agency dpa. This is good news for companies in the hydrogen economy that have gained momentum in recent years. Planning security can give the emerging industry the boost it needs, and it is essential for the transformation of German industry.
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Commented by André Will-Laudien on July 9th, 2025 | 07:25 CEST
1,000 tanks for NATO - another 150% with armaments and gold? Rheinmetall, Dryden Gold, Hensoldt, and RENK in focus
The news hit like a bombshell. NATO plans to deploy up to 1,000 modern main battle tanks along its eastern flank. Amid growing tensions with Russia and against the backdrop of the ongoing war in Ukraine, the defense alliance is sending a clear signal of deterrence. The plan is part of a comprehensive rearmament program to strengthen what is called "Forward Defense." Germany, Poland, and other Eastern European member states, in particular, are set to serve as logistical and operational hubs. It is not just about tanks; ammunition, spare parts, and maintenance infrastructure are also to be built up on a large scale. In addition, the defense sector will see investments of over EUR 1 trillion over the next decade. Reason enough for the next price explosion at Rheinmetall and Co. Security is also likely to be the reason for the impressive gold rally since the beginning of the year. Where will it end?
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Commented by Fabian Lorenz on July 8th, 2025 | 07:05 CEST
Rheinmetall above EUR 2,000? Bayer shares exhausted? NetraMark Holdings with lots of upside potential!
It seems only a matter of time before Rheinmetall shares break through the EUR 2,000 barrier. Increasingly, analysts are setting price targets above this mark. And operations are running smoothly, as demonstrated by the latest ammunition order and the Company's participation in the German government's billion-euro investment program. NetraMark, on the other hand, does not have to invest billions in research and development. The AI specialist is still an insider tip. However, the first study is now available, and analysts anticipate over 50% upside potential. In contrast, analysts see the end of the price fireworks at Bayer. Are they right?
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Commented by André Will-Laudien on July 7th, 2025 | 07:00 CEST
The gold hammer! Goldman Sachs predicts USD 4,500 – Barrick, Desert Gold, Rheinmetall, and thyssenkrupp
The highest current estimate by investment banks for the price of gold is USD 4,500 per ounce by the end of 2025. This is the extreme scenario from Goldman Sachs, which could materialize in the event of a severe recession or major geopolitical escalation. In addition to the ever-present war scenarios, the economic outlook in the US also remains a source of uncertainty. The prospect of persistently high interest rates is fueling inflation concerns, with many wealthy investors pulling out of the dollar and increasingly turning to gold. This is also because US fiscal policy is perceived as increasingly chaotic. Additional tariffs are pushing the budget deficit even higher, creating an environment in which tangible assets are becoming more attractive. The increased demand for gold from institutional investors, funds, and central banks sends a clear message: the precious metals sector is on the verge of a new upswing.
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