RHEINMETALL AG
Commented by André Will-Laudien on June 16th, 2025 | 07:15 CEST
Gaza, Iran, Ukraine – Conflicts are driving up metal prices! Rheinmetall, European Lithium, Hensoldt, and RENK
The problem is getting bigger! Strategic metals are currently having a massive impact on the geopolitical balance of power, as they play a decisive role in determining the economic and military capabilities of countries. Conflicts such as those in Gaza, Ukraine, and, more recently, Iran are exacerbating shortages because long-standing trade relationships can be terminated overnight. The concentration of metal production in a few countries makes supply chains vulnerable to political influence. Export restrictions, embargoes or targeted shortages imposed by China or Russia can lead to bottlenecks in consumer countries and severely affect the economy. We describe the current situation and offer solutions for dynamic investors.
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Commented by André Will-Laudien on June 10th, 2025 | 07:15 CEST
Gold or Defense – Where to take action now? Rheinmetall, RENK, and Leonardo require caution, AJN Resources on the launchpad!
Russia's war of aggression against Ukraine shows no signs of ending. Despite all political efforts on both sides of the Atlantic, the Russian commander is continuing his bombardment of his neighboring country. NATO sees many reasons in the aggressor's behavior to significantly increase its military capabilities. This is causing further investor money to flow into defense stocks, but valuations are now very ambitious. However, in their search for security, investors are also increasingly buying gold, which could rise to as high as USD 3,490 per ounce in 2025. Low production costs are bringing low-cost projects in Africa into focus. AJN Resources has just refinanced and is repositioning itself in Ethiopia. How can investors diversify wisely?
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Commented by Nico Popp on June 5th, 2025 | 16:10 CEST
Urgent: NATO approves largest rearmament program since the Cold War - Almonty, Hensoldt, Rheinmetall
The news is a bombshell: In light of an acute threat from Russia, NATO is opening the money floodgates. The most extensive rearmament since 1990 not only provides for a massive increase in conventional military capabilities, but also reveals the dependence of modern armed forces on critical raw materials – especially tungsten. The decision was made during a meeting of NATO defense ministers in Brussels and has far-reaching consequences. For investors, but also for all of us.
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Commented by Armin Schulz on June 4th, 2025 | 07:25 CEST
Defense explodes, commodities boom, gold shines: Rheinmetall, Globex Mining, and Barrick Mining benefit
Three explosive markets dominate investor interest: defense, critical raw materials, and gold. Geopolitical rifts and economic upheavals are fueling these sectors like never before in decades. Defense giants are benefiting from an unprecedented wave of rearmament. Commodity markets are experiencing a new supercycle driven by structural demand pressure and tight supply. At the same time, capital investors are fleeing en masse to the safe haven of gold, whose price is inexorably breaking new records. These trends define the investment opportunities for 2025. We, therefore, take a closer look at Rheinmetall, Globex Mining, and Barrick Mining.
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Commented by Stefan Feulner on June 2nd, 2025 | 07:00 CEST
Rheinmetall, Volatus Aerospace, C3.ai – Upgrades and explosive results
The quarterly reporting season is drawing to a close, with chip giant Nvidia being the last of the Magnificent 7 stocks to present its figures. Analysts' ambitious targets were once again smashed, but uncertainties surrounding the trade war between China and the US are dampening the outlook for the industry leader. In contrast, uncertainty about the geopolitical situation continues to boost business for defense companies, which are receiving ever-higher price targets from analysts.
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Commented by Fabian Lorenz on May 29th, 2025 | 07:10 CEST
Rheinmetall unstoppable! Evotec shorted! Sensational news at Vidac Pharma! And what is BioNTech doing?
Sensational news at Vidac Pharma. Last year's biotech highflyer has published strong results for its cancer drug. The share price rose by 5% yesterday. Does this mean the consolidation is over? Analysts certainly see potential for a multiplication in value. Rheinmetall shares have gained over 200% this year alone. Analysts are raising their price targets and continue to recommend buying. Operationally, a lot is happening at the defense company. Meanwhile, Evotec has run out of steam operationally. The stock has become a plaything for takeover speculators and short sellers — who will win? BioNTech also wants to win the fight against cancer. Will the stock gain new momentum in the coming days?
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Commented by Fabian Lorenz on May 22nd, 2025 | 07:00 CEST
Another 100% with momentum stocks Rheinmetall, TUI, and 123fahrschule?! Analysts recommend buying
Are Rheinmetall's forecasts too conservative? One analyst thinks so. If this is true, there is a good chance that the defense company's shares will break through the EUR 2,000 mark. The 123fahrschule share is also riding a wave of momentum, rising by around 70% within just a few weeks. This could be just the beginning, as the Company is disrupting an analog industry with a digital business model. Analysts believe a further 100% price gain is possible, and the management board wants to buy shares well above the current price. In contrast, darker clouds are gathering at TUI. The tourism group has long been able to withstand the weak economy, but is that now over? The price targets vary widely.
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Commented by Mario Hose on May 20th, 2025 | 12:30 CEST
Almonty Industries: Why is the share price set to multiply, and is the supply chain breaking down?
In corporate development, there are various triggers for growth spurts and rising profits. At Almonty Industries (TSX: AII), the reason is clear: the Company will begin operating one of the world's largest tungsten mines in South Korea this summer. While other mining projects often still have to contend with lengthy approval processes or environmental regulations, and often offer little realistic prospect of success, Almonty is on the verge of expanding its production to such an extent that it could meet the entire demand of the US in the future. Those looking to invest in tungsten should go for the "original" – Almonty shares. The situation on the tungsten market is now so tense that the price in Shanghai has risen to a 12-year high of over USD 56 per kg. Accordingly, the profitability of Almonty's mines in Portugal and South Korea is likely to increase further. Uncertain times lie ahead for defense companies such as Hensoldt, Renk, Rheinmetall, and their suppliers. When will the supply chain break down? – More on this in the report.
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Commented by Mario Hose on March 19th, 2025 | 14:15 CET
Tungsten in the crosshairs – Almonty Industries on the verge of a revaluation like Steyr Motors?
An explosive mix: Raw materials war, defense, and a strategic mine. The geopolitical tensions between China and the USA are intensifying – and an inconspicuous metal is coming into focus: tungsten. Without this critical raw material, there would be no tanks, high-performance ammunition, or high-tech products. But the problem? 90% of the world market is dominated by China, Russia, Iran, and North Korea. The West is dependent – and that is precisely what makes Almonty Industries Inc. (WKN: A1JSSD | ISIN: CA0203981034 | Ticker symbol: ALI) an explosive investment opportunity.
The Company is on the verge of bringing the Sangdong mine in South Korea, the largest tungsten mine outside China and Russia, into production. This is perfectly timed, as China has sanctioned the export of tungsten. The market is under pressure, the US and Europe are rearming – and Almonty could become the key player. Now comes another explosive piece of news: Almonty is working with the powerful US lobbying agency American Defense International, Inc., whose clients include SpaceX, SAP, and the defense contractor Kongsberg. This is a clear signal that Almonty Industries is strategically coming into Washington's focus.
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Commented by Mario Hose on March 18th, 2025 | 14:10 CET
Almonty, Rheinmetall, Steyr Motors: Why defense stocks are exploding now!
The world is entering a new geopolitical era: armament and defense production have top priority. Countries are effectively investing unlimited sums into their defense industries, which means gigantic opportunities for investors! Those who are positioned correctly now can benefit from price increases that are rarely seen, even in the most dynamic tech sectors. One example? The stock of Steyr Motors AG: Just a month ago, it was still available for EUR 14.80. This morning, it exploded on Tradegate to up to EUR 426.00 – an incredible price increase of 2,778%!
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