RHEINMETALL AG
Commented by Carsten Mainitz on September 17th, 2025 | 07:05 CEST
Pure Hydrogen, Rheinmetall, RENK – Tailwind from the Fed and positive news
This week, decisions from several central banks are on the agenda. The US Federal Reserve is considered the most important signal setter. Investors firmly expect the Fed to cut interest rates by 25 basis points. In addition, stock market participants are eagerly awaiting signals from Fed Chair Jerome Powell regarding the further pace of monetary easing. Stocks from the commodities and defense sectors remain at the top of the list of favorites.
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Commented by Nico Popp on September 16th, 2025 | 07:15 CEST
Defense industry expands – New growth drivers: Hensoldt, Almonty and Rheinmetall
An industry once largely overlooked by the public is now dominating the headlines. On Monday, it was announced that Rheinmetall will acquire the Marine Division of the Bremen-based Lürssen Group. This includes the Blohm + Voss shipyards, the Norderwerft shipyard in Hamburg, the Peene shipyard, and the Neue Jadewerft shipyard in Wilhelmshaven. This move underscores how the defense industry is venturing into new domains. Meanwhile, tensions between Russia and NATO continue to escalate. The drones that flew over Poland last week are considered by experts to be a serious provocation. In this context, we take a closer look at three high-flyers in the defense industry and highlight where investors may find the greatest opportunities.
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Commented by Fabian Lorenz on September 15th, 2025 | 07:05 CEST
NATO without drone defense! Opportunity for Rheinmetall, DroneShield and Volatus Aerospace!
Is a new rally starting for drone stocks? The shooting down and crash of Russian drones in Poland has painfully highlighted NATO's vulnerability in this area. Recent years have shown how unmanned aerial vehicles are revolutionizing warfare. However, NATO appears to have a lot of catching up to do in terms of its drone inventory, detection and defense. Volatus Aerospace—which trains pilots and monitors borders, among other things—and drone defense specialist DroneShield should benefit from this. Both stocks had multiplied in value at the beginning of the summer. After the setback, prices could now rise again. Rheinmetall is also becoming increasingly involved in this area. What does Germany's largest defense contractor have to offer?
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Commented by André Will-Laudien on September 11th, 2025 | 07:00 CEST
In peace and war – Defense stocks poised for the next leap: Volatus Aerospace, thyssenkrupp, DroneShield and Rheinmetall
Europe's defense industry is facing an unprecedented wave of investment. The combination of long-term secure financing, political resolve, and technological modernization is creating an attractive environment for providers of defense systems, sensor, and AI solutions. Analysts expect average growth rates of 5 to 10%, which will see the market expand from around EUR 125 billion to approximately EUR 170 billion by 2030. The key drivers are the EU's massive investment offensives, which aim to mobilize up to EUR 800 billion through the new SAFE financial instrument. This is a historic turning point for rearmament - especially after 25 years of disarmament. The package includes EUR 150 billion in loans for the joint procurement of high-tech systems such as drones, air defense, and artillery. Which stocks stand to benefit from this scenario?
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Commented by Armin Schulz on September 10th, 2025 | 07:15 CEST
Critical raw material supply: Rheinmetall's risk, Almonty Industries' opportunity, and Xiaomi's trump card
One strategic metal dominates the plans of military and tech companies: tungsten. Indispensable for high technology, from precision ammunition to powerful electric car motors, its supply is becoming a geopolitical issue. Western nations are fighting for supply independence, catapulting a previously overlooked mining operator into a unique position. This development reveals drastic dependencies and creates clear winners. Three companies exemplify this new reality: Rheinmetall, Almonty Industries, and Xiaomi.
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Commented by André Will-Laudien on September 8th, 2025 | 07:25 CEST
Berlin's billion-euro programs are making shareholders rich! Rheinmetall, Hochtief, Argo Graphene and Bilfinger
The money-printing machine is running! The 2026 federal budget has now been approved at EUR 521 billion. The defense budget is set to rise from EUR 62.4 billion to EUR 82.7 billion. In addition, there will be an additional EUR 25.5 billion from the special budget for the German Armed Forces. Federal investments – including the Climate and Transformation Fund and new special assets – will amount to approximately EUR 126.7 billion in 2026. New borrowing is expected to rise to EUR 89.9 billion, and if the so-called "special assets" are included, new borrowing will rise to EUR 174.3 billion – a historic figure. This is a windfall for companies in the defense and infrastructure sectors. Which stocks are now taking center stage?
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Commented by Fabian Lorenz on September 5th, 2025 | 07:15 CEST
GOLD EXPLOSION to USD 5,000? Barrick Mining, Sranan Gold, and First Majestic Silver! Better than Rheinmetall?
While experts predict prices of over EUR 2,200 for Rheinmetall, they believe gold could reach USD 5,000 per ounce. This puts mining stocks back in the spotlight after lagging behind the precious metal's performance for a long time. Barrick Mining is showing signs of life and has begun a recovery after several challenging years. However, things could get even more exciting for explorers, such as Sranan Gold. The Company is attractively valued, and following high-grade sampling, a drilling program has just been launched. This drill program benefits from historical data from gold giant Iamgold. Meanwhile, the price of silver is also picking up again and now stands at over USD 40. First Majestic Silver is delivering exploration results that support its growth potential.
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Commented by Fabian Lorenz on September 4th, 2025 | 07:10 CEST
Rheinmetall shares above EUR 2,200? SELL SMA Solar? dynaCERT with SALES SUCCESS!
Could Rheinmetall shares surpass EUR 2,200 following a potential acquisition? Analysts consider this possible after taking a closer look at the Company's opportunities in the marine sector. There is even talk of a potential takeover battle with another German company. Meanwhile, sales are picking up at dynaCERT. An initial large order is expected to strengthen its distribution partnership in the Americas. If the success stories continue, higher share prices are on the cards for the cleantech company. The situation is quite different at SMA Solar. After a significant profit warning and millions in write-downs, the Company is sliding deep into the red. Analysts are lowering their price targets and see no buying opportunity even after the recent price slump.
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Commented by Armin Schulz on September 3rd, 2025 | 07:10 CEST
Ukraine: A billion-dollar opportunity. Why Rheinmetall, Argo Graphene Solutions, and Deutsche Telekom should be on every watch list
The reconstruction of Ukraine is becoming the project of the century, offering immense opportunities for strategic investors. The focus is on key sectors such as modern security, innovative building materials, and high-performance digital infrastructures. German technology leaders are ideally positioned to benefit from this unprecedented volume of investment. Three companies stand out in particular: Rheinmetall from the defense industry, Argo Graphene Solutions with revolutionary building materials, and telecommunications provider Deutsche Telekom.
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Commented by André Will-Laudien on August 28th, 2025 | 07:05 CEST
Nvidia figures: Will the bull market continue? Rheinmetall, Almonty, and BYD also offer excitement!
Today, Nvidia's figures will dominate stock market activity. In the slipstream of the 3,000% stock, there are, of course, other key players such as Rheinmetall and BYD, which have also multiplied in value over the last three years. Both companies reported good figures, but even a stock split at BYD did not help to prevent the downward correction. Almonty Industries raised USD 90 million through a NASDAQ listing and then faced short sellers, who are now starting to tremble. This is because the consolidation appears to be over, and the start of mining operations in South Korea is within reach. The stock market is clearly not a one-way street, especially as AI algorithms increasingly determine trading activity and attempt to mislead inexperienced investors with short-term moves. It is beneficial to maintain a clear head. Here are a few ideas.
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