RHEINMETALL AG
Commented by Nico Popp on April 27th, 2026 | 07:45 CEST
No Security Without Drones: Volatus Aerospace, Helsing, and Rheinmetall Under Review
No drones, no security — that bluntly summarizes the strategic doctrine in today's geopolitical environment. Success in modern defense increasingly hinges on resilient supply chains and software sovereignty. Dependence on Chinese components is now widely seen as a critical vulnerability. As a result, new value chains are emerging. Software pioneers like Helsing are delivering the AI backbone for autonomous swarm technologies and securing billion-dollar contracts, while defense heavyweight Rheinmetall is rapidly scaling production for large-scale orders, including the FV-014 Kamikaze Drones. Meanwhile, Canadian drone veteran Volatus Aerospace is positioning itself as an indispensable partner that bridges the gap between civilian logistics and military readiness through its consistent "dual-use model." It is precisely this versatility that is considered crucial for scaling up even in peacetime.
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Commented by Carsten Mainitz on April 24th, 2026 | 08:00 CEST
Defense Stocks After Pullbacks: New Entry Opportunities in Rheimetall and RENK Group - Antimony Resources with Significant Upside Potential
Created and published on behalf of Antimony Resources Corp.
Following a sharp correction, defense stocks are once again offering attractive entry points. Structural drivers such as rising defense budgets, geopolitical tensions, and full order books remain intact. In this environment, demand is also increasing for antimony, a strategically important raw material used in ammunition, electronics, and defense applications, amid tight global supply and fragile supply chains. As a result, Antimony Resources, which holds one of North America's largest antimony projects, is attracting growing investor attention. Analysts point to substantial upside potential, with some estimates suggesting gains of over 200% in the next 12 months.
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Commented by Stefan Feulner on April 24th, 2026 | 07:10 CEST
Rheinmetall, Volatus Aerospace, GE Aerospace – Beneficiaries of the Supercycle
Modern warfare is radically transforming markets and becoming a multi-billion-dollar growth driver. Autonomous systems, drones, and AI-based technologies are increasingly determining military strength. At the same time, demand for maintenance, spare parts, and new systems is exploding, from aviation to defense. Companies that position themselves early in these key areas benefit twice over from rising defense budgets and technological upheavals. While traditional systems are losing importance, new markets with enormous scaling potential are emerging. This opens up a rare opportunity for investors to bet on the winners of the next defense era.
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Commented by Armin Schulz on April 20th, 2026 | 08:15 CEST
Rheinmetall, First Hydrogen, and Volkswagen: Betting on Unmanned Systems to Boost Returns
Autonomous systems are no longer just conquering the military—they are becoming the driving force behind an entire economic transformation. From self-flying drones to intelligent ground robots: artificial intelligence, falling sensor costs, and new propulsion systems are catapulting unmanned technologies out of the niche and into the mass market. Investors are facing a structural growth trend comparable to that of electric mobility or the internet. Those who identify the right players now could benefit disproportionately from the next wave of innovation. Three companies from different sectors are already addressing this field with concrete products: Rheinmetall, First Hydrogen, and Volkswagen.
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Commented by Fabian Lorenz on April 16th, 2026 | 07:00 CEST
Winners and Losers of the Iran War: Rheinmetall, TUI and A.H.T. Syngas
Analysts see nearly 150% upside potential for A.H.T. Syngas shares. The company offers a clean alternative to natural gas. In an interview, the CEO reports a "real surge" since the war in Iran. Analysts expect significantly rising revenues and profits. Could these projections even be too conservative? Rheinmetall is certainly not undervalued. Moreover, the defense contractor seems out of step with the times with its "heavy military equipment." But with drones and missiles, the company aims to keep pace with the times and is forming partnerships to that end. TUI, on the other hand, is struggling with the consequences of the Iran war. Cruise ships are stranded, kerosene prices are rising, and vacation destinations in the Arab world are not being booked. Nevertheless, analysts are surprisingly optimistic.
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Commented by André Will-Laudien on April 13th, 2026 | 09:30 CEST
Double The Gains: 100% Rebound in Defense Stocks and Critical Metals – Rheinmetall, Antimony Resources, CSG, and Mutares in focus
Created and published on behalf of Antimony Resources Corp.
The stock market gives and takes. While investors were able to celebrate a massive 5% gain last week, the tide has already turned in the opposite direction this week. The reason: The hoped-for peace talks in Pakistan between the US, Israel, and Iran have failed. Since this provides no positive momentum for the economy or the already strained energy and metals markets, volatility is likely to return in some sectors. We are looking at opportunities in the critical metals sector and highlighting some stocks that are showing attractive metrics again following recent corrections.
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Commented by Armin Schulz on April 9th, 2026 | 07:35 CEST
A USD 631 Billion Market – Rheinmetall, NEO Battery Materials, and BYD Lead the Battery Boom
The global energy transition has a quiet but powerful driver: the battery. No longer merely a storage device, it has become the strategic core of mobility, defense, and grid stability. By 2026, geopolitical tensions surrounding raw materials are intensifying, while innovations such as solid-state and sodium-ion cells are reshaping the technological landscape. Those who act decisively now can secure a competitive edge in an industry expected to grow to over USD 630 billion by 2035. However, not all players will benefit equally—success will depend on execution strength, material innovation, and the ability to scale quickly. These are precisely the qualities embodied by Rheinmetall, NEO Battery Materials, and BYD.
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Commented by André Will-Laudien on April 7th, 2026 | 07:10 CEST
Iran Crisis: Billions in Weapons and Technology – Are Rheinmetall, RENK, and Group Eleven Set to Soar?
Later today, the next—already postponed—ultimatum regarding the reopening of the Strait of Hormuz could begin to unfold with significant consequences. US President Donald Trump has made it unmistakably clear on his own social media platform that the West will no longer tolerate the restriction or threat to international trade routes. For investors, this underscores a critical reality: the supply of industrial goods is increasingly fragile and may require fundamental restructuring over the long term. Ongoing conflicts, particularly in the Middle East, are forcing a rethink of global sourcing strategies for raw materials and industrial inputs. It is widely understood that building alternative supply chains will take years—if not decades. Europe, in particular, which is already under pressure, must address structural deficits across multiple sectors. For policymakers, the message is clear: decisive action is required. Meanwhile, Group Eleven Resources holds land rights covering more than 500 sq km with mineralization in critical metals—positioning it within this broader strategic shift.
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Commented by Nico Popp on April 2nd, 2026 | 07:15 CEST
Nothing works without tungsten: Why the price surge continues and why SpaceX, Rheinmetall, and Almonty are in the spotlight
Instead of chasing digital pipe dreams, investors and industry are increasingly turning their attention to tangible commodities. The supply of critical metals is essential to our prosperity. In this new era, tungsten has taken on special strategic importance. With the highest melting point of any metal and a density exactly matching that of gold, the metal is an irreplaceable component in the defense industry, aerospace, and semiconductor manufacturing. The current market environment is characterized by a massive price surge compared to the previous year, with prices exploding from around USD 300 per MTU at the start of 2025 to over USD 2,750 per MTU today. Analysts at the trade magazine Mining Journal argue in detail in a recent analysis that this development is not a speculative bubble. Rather, the rally is driven by non-negotiable demand patterns and the physical depletion of global inventories. Unlike the silver bubble of 1980, this trend is supported by a multi-year delay in the commissioning of new Western production capacity, which is why the tight price environment is likely to persist for at least another two years. For Almonty, the only Western tungsten producer building relevant capacity within these two years, this represents a unique opportunity.
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Commented by Nico Popp on March 30th, 2026 | 08:00 CEST
Drone Warfare Redefines Security: Challenges for Rheinmetall and AeroVironment – Laggard Volatus Aerospace
The global security architecture has collapsed—where there was once stability, there is now chaos. Or do we seriously believe the US would still support NATO in the event of a defense crisis? At the same time, technological innovation is accelerating: what once began as experimental reconnaissance technology has evolved into a decisive factor in modern warfare - drones. A look at Eastern Europe illustrates the magnitude of this turning point. According to calculations by Reuters, Ukraine recently succeeded in putting up to 40% of Russia's oil export capacity out of commission through the use of drones. This military success is costing the Russian state budget billions. At the same time, Ukraine is emerging as a global exporter of drone technology and expertise. President Volodymyr Zelenskyy recently confirmed the deployment of military experts to the Middle East to assist countries such as the United Arab Emirates and Qatar in defending against drone attacks. Germany is also upgrading its capabilities, as conventional air defense systems are reaching their limits. Major corporations such as Rheinmetall and AeroVironment are positioning themselves in this market, which, according to forecasts by Global Industry Analysts, is expected to reach a volume of over USD 58 billion by the end of 2026. However, the most compelling leverage for investors is offered by the up-and-coming Canadian company Volatus Aerospace.
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