RHEINMETALL AG
Commented by Armin Schulz on January 14th, 2026 | 07:00 CET
The resilient winners: How to play it safe with Almonty Industries, Rheinmetall, and Hensoldt
While stock markets are celebrating, a new economic era is quietly dawning. Driven by geopolitical power struggles, a relentless battle for critical raw materials, and the return of strategic state intervention, unexpected winners are emerging. These forces are reshaping tomorrow's investment landscape and elevating select companies into key strategic roles. The rise of Almonty Industries, Rheinmetall, and Hensoldt shows how investors can benefit from this historic shift.
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Commented by Fabian Lorenz on January 12th, 2026 | 07:25 CET
Bombshell at D-Wave! Rheinmetall and Almonty Industries involved in future technologies, fusion energy, and laser technology!
There is a bombshell at D-Wave. The quantum specialist plans to expand its business model through an acquisition, investing USD 550 million in the process. Whether this will pay off is difficult to assess today. It is, however, easy to see that Almonty benefits from the high demand and tight supply of tungsten in the Western world. The stock was one of the high flyers in 2025 and still does not appear expensive. Another potential driver is emerging: tungsten plays a key role in advances in fusion energy. Rheinmetall is also working on future technologies. Germany's largest defense contractor aims to shoot down drones and other missiles with lasers in the future. Diversifying beyond tanks and other heavy equipment is both smart and important.
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Commented by Fabian Lorenz on January 9th, 2026 | 07:10 CET
Trump plans to invest over USD 1.5 trillion into the military! Opportunity for Rheinmetall and Graphano Energy!? CAUTION with Standard Lithium!
A bombshell on Wednesday! US President Donald Trump wants to increase military spending to USD 1.5 trillion per year. Already this year, the US is spending USD 901 billion on its military, more than any other country. In addition to US defense contractors, other companies could also benefit. One example is Graphano Energy. The Company is developing a graphite deposit in Canada. Graphite is considered a critical input for the military supply chain. Germany's largest defense contractor, Rheinmetall, is also hoping for growth in the US. Lithium producers are already being supported by the US government, which benefits Standard Lithium. However, Fitch is questioning market expectations.
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Commented by André Will-Laudien on January 7th, 2026 | 07:20 CET
Experts predict a silver boom up to USD 250! Should Rheinmetall, Silver Viper, and Aixtron be in your portfolio now?
The rise in the price of silver by over 160% in just 12 months is already phenomenal. But the upward scenario now seems inevitable: reports of imbalances in the physical delivery of futures contracts by institutional investors are leading to renewed price increases at every settlement date. Since the precious metal generated a strong buy signal at around USD 38, the price has been trending upwards. In yesterday's trading, it even exceeded the USD 80 mark. Allegedly, more than 700 million ounces of silver will be missing for the March settlement, which corresponds to 90% of total annual production. In addition to the very interesting silver explorer Silver Viper, we are also looking at Rheinmetall and Aixtron, two high-tech consumers of this critical metal. If deliveries fail, production lines could be halted for some time! Here are a few insights.
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Commented by Nico Popp on January 6th, 2026 | 07:00 CET
The new world order after the Venezuela shock: Why Rheinmetall and Bank of America are betting on North America, and Globex Mining is the big winner
The spectacular arrest of the Venezuelan president by US authorities marks another historic turning point that has repercussions far beyond South America. It is the ultimate proof that the era of diplomatic kid gloves is over and that the law of the jungle is increasingly prevailing on the international stage. For global financial markets and strategic investments, this move means a radical reassessment of country risks. If heads of state are no longer safe, then investments in mines and infrastructure in politically unstable regions are certainly not. In this new climate of hard power politics, security of supply is becoming the only currency that counts. That is why the spotlight is now turning to a company that exemplifies North America's commodity security: Globex Mining. With a gigantic portfolio of over 200 projects in the world's safest jurisdictions, Globex offers precisely the geopolitical protective shield that the market is now desperately seeking.
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Commented by Fabian Lorenz on January 2nd, 2026 | 07:00 CET
Over 770% in 2025! Will the rally continue in 2026? Rheinmetall, Almonty Industries, MP Materials!
What a year for defense and critical raw materials. China is increasingly using its raw material wealth as a geopolitical weapon. The US, in particular, is responding consistently and pushing Western companies. Tungsten is emerging from the shadow of rare earths due to its strategic importance. Tungsten producer Almonty Industries is commissioning its massive mine in South Korea, and its share price is shooting up by 770%. Even MP Materials cannot keep up. However, it is also valued significantly higher. Will Almonty continue to catch up in 2026? And what is Rheinmetall doing? Growth in 2025 was less strong than expected. Nevertheless, analysts see price potential for Germany's largest defense contractor in 2026.
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Commented by André Will-Laudien on December 30th, 2025 | 09:10 CET
Silver boom racing towards USD 100, or not? Focus on critical metals with Antimony Resources, Airbus, Rheinmetall, and Plug Power
No peace in Ukraine after all? Defense stocks are being passed around like hot potatoes; no one seems to want to be invested when the flag of peace is raised. Yesterday, the defense sector fell by 4% at times, with Rheinmetall even dropping below the EUR 1,500 mark. When disappointing interviews with Donald Trump arrived from Florida, the stocks turned upward again. The fact remains that the defense sector needs critical metals. Industrial giant Airbus has secured several new orders, while Plug Power's targets are being pushed further and further back. Is another capital increase looming? Antimony Resources remains promising, as the Canadians have what Donald Trump would like to have. Judge for yourself!
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Commented by André Will-Laudien on December 29th, 2025 | 07:05 CET
Stock market miracles at a glance! Will Almonty, Rheinmetall, thyssenkrupp, and TKMS become double-baggers again in 2026?
With only two trading days left, one of the most successful investment years of the new millennium is coming to an end. A quarter of the year has already passed, and the major indices have gained around 25% on a currency-adjusted basis, a scenario that is rarely observed. Almonty Industries is among the top-performing stocks of the past 12 months, with investors' capital increasing by an impressive 730%. The large Sangdong tungsten mine in South Korea has now gone into operation, yet CEO Lewis Black is already working on the next strategic steps. Rheinmetall is in full swing, even if the highest prices could not be maintained here. And for the thyssenkrupp Group, a new era is dawning with the spin-off of its marine subsidiary TKMS. The rally is unlikely to be over yet for this select group. We do the math!
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Commented by Carsten Mainitz on December 23rd, 2025 | 07:20 CET
Spectacular gains in 2025: Almonty up 8x, Rheinmetall up 2x - is TKMS next? Let profits run?
Commodity stocks and defense shares were among investors' favorites in 2025. Rheinmetall shares have more than doubled this year and have even increased tenfold since the outbreak of the war between Russia and Ukraine. An especially impressive rally was delivered by Almonty Industries, whose share price rose eightfold. The signs continue to point to growth, as the Company has key unique selling points and significant geopolitical relevance in the supply of strategic metals that are urgently needed in the West and are essential for the defense industry and high-tech sector. The necessary security of supply is also attracting governments as buyers. The development of stock market newcomer TKMS is also exciting. The order books of the manufacturer of submarines and naval vessels are filling up. The motto for these stocks in 2026 is: stay on board.
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Commented by Armin Schulz on December 22nd, 2025 | 06:50 CET
Take advantage of the price dip among industry leaders from the US and Germany: Almonty Industries, Rheinmetall, and RTX
The recent price corrections among leading companies in the key sectors of critical raw materials and defense technology now present a strategic entry point. This setback offers investors the opportunity to participate in established and ongoing megatrends without missing the early phase. We analyze the specific upside potential of tungsten producer Almonty Industries, German defense giant Rheinmetall, and US technology leader RTX.
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