RHEINMETALL AG
Commented by Carsten Mainitz on December 2nd, 2025 | 07:20 CET
Watch out! Take advantage of the price correction in Almonty Industries, Rheinmetall, and RENK!
According to a study by consulting firm EY-Parthenon and DekaBank, direct defense investments by European NATO countries are expected to rise to EUR 2.2 trillion by 2035. Based on this enormous surge in demand, companies and analysts are forecasting strong growth with rising margins. The medium- and long-term outlook is therefore positive. A possible price consolidation presents a good opportunity to pick up a few shares at a low price. Another exciting investment area is critical metals, which are indispensable for the defense industry, among others. Tungsten producer Almonty Industries stands out positively in this regard.
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Commented by André Will-Laudien on November 27th, 2025 | 07:20 CET
Black Week sales, Bitcoin flop, DAX steady – another interest rate cut? Almonty, Rheinmetall, thyssenkrupp, and TKMS
And up it goes again! It is the season of rising prices. After the widely expected autumn correction turned out to be very mild, many investors believe: That is it! True to the motto "Buy every dip!", they are piling back into the order books. Too few shares are available, so should investors continue buying at high prices? Caution is advised with some stocks. The euphoria surrounding the IPO of thyssenkrupp's marine subsidiary TKMS has completely evaporated, and investors in Düsseldorf-based defense group Rheinmetall are taking profits on a larger scale for the first time. After all, if the war in Ukraine ends, the rearmament cycle could slow down. We will guide you through the Advent bargain hunt!
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Commented by Nico Popp on November 26th, 2025 | 07:00 CET
Two new mines in 12 months – Analysts give the thumbs up: Almonty, MP Materials, Rheinmetall
The rush for shares in defense and strategic metals drove prices in 2025. However, the market also gave premature praise. In the case of companies such as MP Materials and Rheinmetall in particular, the market has already anticipated many future revenues. Tungsten producer Almonty Industries is also one of the stock market winners of the year. However, the difference between Almonty and other stocks in the critical metals sector that have risen sharply is that Almonty will also be making a significant operational impact in 2025. The Sangdong mine in South Korea is considered a groundbreaking project for the supply of critical raw materials. The last time a mine of this size went into production was in the 1970s. What opportunities does this mega-project offer investors?
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Commented by Armin Schulz on November 25th, 2025 | 07:10 CET
Long-term megatrends instead of short-lived hopes for peace: The stable foundation of Almonty Industries, Rheinmetall, and RENK Group
The recent nervousness on the markets is far removed from strategic reality. While short-term hopes for peace are temporarily weighing on defense stocks, long-term geopolitical risks and the pent-up demand of European armed forces are driving up the order books of key suppliers and system providers. At the same time, demand for critical raw materials, advanced technologies, and modern military drivetrain solutions remains robust, independent of the political headlines. This fundamental strength is particularly evident across the value chain, from the strategic metal tungsten to ammunition production and high-performance drive systems for military vehicles. Three companies that embody this continuity are Almonty Industries, Rheinmetall, and the RENK Group.
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Commented by André Will-Laudien on November 24th, 2025 | 07:25 CET
Peace plan for Ukraine! Losses at Rheinmetall, RENK, and Hensoldt - Are Oklo and Kobo Resources already a buy?
The capital markets are caught in a political squeeze. The billion-dollar announcements for rearmament among NATO states had driven dream-like share price gains at Rheinmetall & Co., in some cases delivering annual returns of over 600%. With the latest publications hinting at potential peace options, however, those days now appear to be over. Investors are suddenly reassessing the overvaluation that has been evident for months and are taking profits. Rheinmetall, in particular, has been unable to reach its high of EUR 2,005 for quite some time. Further turbulence appears to be looming here. At Oklo and Kobo Resources, on the other hand, the correction phases seem to be nearing an end. We go into more detail below.
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Commented by Stefan Feulner on November 24th, 2025 | 07:05 CET
Rheinmetall, Hensoldt, Almonty Industries, MP Materials – Exaggerated reactions
Chip giant NVIDIA has delivered, once again exceeding analysts' forecasts. However, the stock market's celebrations were short-lived, with profit-taking across the board subsequently dominating the market. The overpriced AI sector is likely to face a prolonged period of consolidation. In other sectors, such as producers of critical raw materials, the current level could already be used as a long-term entry opportunity.
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Commented by Fabian Lorenz on November 21st, 2025 | 07:10 CET
Over 50% upside potential for Almonty! Crash at Steyr Motors! Rheinmetall also needs tungsten!
Analysts recommend buying Almonty shares and see over 50% upside potential. The analysts assume a long-term tungsten price of USD 450 per MTU. Currently, the spot price is over USD 700. By 2028, tungsten production could rise to nearly 800,000 MTUs, which would significantly boost Almonty's cash flow. The major shareholder of Steyr Motors is also cashing in, having sold its entire stake, surprising Steyr shareholders. The stock crashed yesterday. In contrast, Rheinmetall shares seem to be recovering. The Company is also involved in the new version of the Leopard 2 tank, and analysts are raising their price targets.
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Commented by Armin Schulz on November 20th, 2025 | 07:10 CET
The secret winners of the crisis and your portfolio booster: Rheinmetall, Antimony Resources, and TKMS
Geopolitical tensions are driving an unprecedented boom in an industry long dismissed as outdated. As nations massively increase their defense budgets to prepare for a new era of global confrontation, the beneficiaries extend far beyond the traditional defense giants. A once-overlooked raw materials niche and cutting-edge maritime technologies are suddenly in the spotlight - opening the door to extraordinary opportunities for investors. This shift is clearly reflected in the recent developments at Rheinmetall, Antimony Resources, and TKMS.
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Commented by Carsten Mainitz on November 20th, 2025 | 07:00 CET
Perfect signals: Take advantage of setbacks at Almonty Industries, Rheinmetall, and Steyr!
Geopolitical tensions are expected to lead to drastic increases in defense budgets in the future. Riding this wave, defense stocks remain popular investments. However, the wheels of government bureaucracy sometimes turn too slowly. This means that orders can be delayed, dampening companies' short-term forecasts – and disappointing the capital market. But since the "big picture" is positive, weaker prices represent good entry opportunities. Investors should not forget commodity producers, which are of great importance to the defense industry.
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Commented by Nico Popp on November 18th, 2025 | 07:00 CET
Defense stocks catching their second wind: Almonty, Boeing, Rheinmetall
The question of European security has fallen somewhat out of focus on the stock market - shares in companies such as Rheinmetall and Almonty have fallen from their highs. But just because other topics are currently dominating the media, that does not mean that defense-related stocks do not have a promising future ahead of them. We take a look at three companies in the sector and explain what kind of potential investors can expect today.
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