RHEINMETALL AG
Commented by André Will-Laudien on July 3rd, 2026 | 11:00 CEST
Rebound and Straight Back Up: Rheinmetall, Renk, Antimony Resources, TKMS, and Hensoldt
Created and published on behalf of Antimony Resources Corp.
The stock-market carousel keeps turning. While defense stocks were still on the hit list over the past 5 months, an impressive rebound is now underway. Rheinmetall experienced an outright sellout after a large frigate order was awarded to TKMS. Across the sector, the stocks had to absorb discounts of up to 50% after having risen to hype status in the years 2024 to 2025. Another stock caused a stir yesterday: Antimony Resources! After a 90-day consolidation of nearly 70%, new drill results came in. And lo and behold: not only does antimony lie dormant in the ground, but also plenty of gold. Good for anyone who bought in here over the past few weeks. All four stocks on our list still have some catch-up potential in the tank; we analyze why.
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Commented by Nico Popp on July 2nd, 2026 | 07:10 CEST
Russia Has Its Eyes on Poland: Asymmetric Threats Boost Rheinmetall and DroneShield—Is Volatus Aerospace a Hidden Gem?
Is Russia testing NATO? New scenarios even consider the possibility of asymmetric attacks on Poland. This complex situation is forcing nations to rethink their defence strategies and invest accordingly. According to surveys by the Stockholm International Peace Research Institute, global military spending reached a historic high of USD 2.887 billion in 2025. This trend is driving the unmanned aerial systems and defence technologies sector in particular. While large corporations and specialized technology suppliers are benefiting from this realignment, smaller, more agile market players are coming into focus within the defence industry as strategic suppliers and acquisition targets. We take a closer look and highlight some exciting stocks.
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Commented by Lars Winter on July 1st, 2026 | 07:20 CEST
Almonty, Rheinmetall, and Hensoldt: Good Buying Opportunities Among These Three Investor Favourites
The stock market loves big stories. Even better are stories where multiple trends converge at the same time. That is exactly what is happening right now with critical raw materials, defence, and high tech. The West wants to become less dependent on China; Europe is ramping up its military capabilities; and modern defence systems require ever-increasing amounts of specialty materials. Three stocks represent different aspects of this same trend: Almonty Industries, Rheinmetall, and Hensoldt. All three are very popular with investors but have recently had to weather price setbacks. A great opportunity for new investors!
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Commented by Matthias Schomber on July 1st, 2026 | 07:00 CEST
Volkswagen in Crisis, Rheinmetall Plummets: Could Volatus Aerospace Be the One to Benefit?
Drones have forever changed the face of modern warfare and are forcing nations around the globe to make drastic adjustments. Driven by the sometimes harsh lessons learned from the war in Ukraine, South Korea is now also planning a radical military reform. In the future, each of the country's 500,000 active-duty soldiers is to be trained as a drone pilot to counter the ever-growing threat from North Korea. Meanwhile, the military escalation in Europe continues to accelerate. As the Ukrainian Navy uses agile combat boats in the Black Sea to intercept Russian drones and protect the vital ports of Odesa, concerns are mounting in Moscow. Fearing Ukrainian counterstrikes, the Kremlin is tightening its defensive perimeter by deploying additional S-400 air defence systems, reportedly even on the grounds of a foundation linked to Russian President Vladimir Putin's daughter. In our latest report, we examine how the rise of unmanned weapon systems is fueling a global arms race and what it could mean for the shares of Volkswagen, Rheinmetall, and Volatus Aerospace.
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Commented by Armin Schulz on June 30th, 2026 | 07:00 CEST
ILA 2026 Unveils the Winners: Conquering the Next Multi-Billion-Dollar Aviation Market with Rheinmetall, Volatus Aerospace, and Boeing
The next stage of aerial warfare is not a distant scenario, but a tangible industrialization trend that has taken the capital markets by storm. NATO exercises, lessons learned from Ukraine, and the 2026 International Aerospace Exhibition all underscore the urgent shift toward networked, autonomous systems. Investors should not dismiss this as a mere technological gimmick. In the future, the decisive factor will no longer be the platform alone, but rather mastery of entire ecosystems comprising sensors, software, and integration. Those who identify the right companies early on will participate in a market driven by rising defence budgets and political momentum. We take a closer look at Rheinmetall, Volatus Aerospace, and Boeing.
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Commented by Fabian Lorenz on June 29th, 2026 | 06:50 CEST
OHB Caught in the SpaceX Trap! Buy Rheinmetall Now? Almonty Shares Added to the Russell Index Today - Tungsten Outperforms Gold!
Rheinmetall has had a disastrous week. The stock of Germany's largest defense contractor has lost more than 20% over the past five trading days. Is this a buying opportunity? What do analysts say? OHB's stock plummeted by over 30% last week. The German aerospace company shocked shareholders with a major capital increase and the partial exit of a major shareholder. Furthermore, the space hype surrounding the SpaceX IPO appears to be over. Still, the stock is up over 100% so far in 2026. Almonty shares have posted similarly strong gains in 2026. The price of this tungsten high-flyer also consolidated last week. However, the price of tungsten remains at an all-time high. More and more media outlets are reporting on shortages of this critical raw material—even in China. Almonty should continue to benefit from this trend. Incidentally, as of today, the stock is part of the Russell 1000 and 3000 indices.
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Commented by Stefan Feulner on June 29th, 2026 | 06:40 CEST
Strategy, DRC Gold, Rheinmetall: Opportunities After the Price Drop
The air is getting thinner for Bitcoin, gold, and many high-fliers on the stock markets. Should valuations come under further pressure, entirely new opportunities could open up for investors. As overheated markets correct, undervalued companies with real assets, promising commodity projects, and solid fundamentals are increasingly coming into focus. It is precisely during volatile market phases that the most attractive entry opportunities often arise.
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Commented by Armin Schulz on June 25th, 2026 | 07:05 CEST
Tungsten as a Bottleneck: A Good Entry Point for Almonty Industries? Alarm Bells Ringing at Rheinmetall! Intel on the Rise!
Tungsten prices have skyrocketed in recent months. Inventories are dwindling, and China is curbing exports. Demand from the defense, semiconductor, and medical technology sectors is outpacing supply. Analysts are warning of structural shortages. The price per metric ton unit (MTU)—equivalent to 10 kg—has been above the USD 3,000 mark for some time now. The metal is becoming a critical bottleneck for armour, processors, and high-tech applications. To avoid this dependency, there are only a few Western producers. Almonty Industries, which holds one of the largest tungsten deposits outside of China, is increasingly moving into focus. Alongside this, we take a closer look at the current situation at the defense company Rheinmetall and the semiconductor manufacturer Intel.
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Commented by André Will-Laudien on June 24th, 2026 | 08:25 CEST
Defense and Critical Metals: New Investment Opportunities! Rheinmetall, Renk, Almonty Industries, and RTX in Focus
Supply Chain Problems! US President Donald Trump has summoned leading defense contractors to the White House because the US is concerned that its missile and ammunition stocks are too low following its involvement in the Iran War, according to the Wall Street Journal. The meeting will focus on how to quickly ramp up production to rapidly replace, above all, Patriot interceptor missiles, Tomahawk cruise missiles, and other critical munitions. Expected participants include Lockheed Martin, RTX, Boeing, L3Harris, Northrop Grumman, and Honeywell Aerospace, among others. The companies have agreed in principle to expand their capacities but are still waiting for the necessary funding and binding contracts. That is precisely where the problem lies at the moment: The US has a debt problem, and without budgetary funds or a congressional agreement on special appropriations, the planned contracts cannot be finalized legally. At the same time, Trump is urging the industry also to use spare capacity from other sectors—such as automakers—for weapons production. Defense seems to be overshadowing all other major issues in the US. The stock market clearly sees things differently! Where do the opportunities lie for investors?
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Commented by Stefan Feulner on June 22nd, 2026 | 06:50 CEST
Rheinmetall, HPQ Silicon, DroneShield: Tomorrow's Winners Take Shape at Eurosatory
Eurosatory in Paris is one of the world's most important defence and technology trade shows. It is not just a place to showcase new systems; it is also where strategic partnerships are forged that can determine future market share and contracts worth billions. With defence budgets on the rise, the focus is particularly on drone technology, drone defence, precision weapons, and AI-powered reconnaissance. Several companies used this year's trade show to expand their position in these high-growth markets of the future through groundbreaking collaborations.
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