RHEINMETALL AG
Commented by André Will-Laudien on June 25th, 2025 | 07:10 CEST
Geopolitical wild card: Almonty on track for another price surge, overtaking Rheinmetall, Hensoldt, and RENK
Almonty Industries (TSX: AII; WKN: A1JSSD; ISIN: CA0203981034; CAD 3.23) remains in the spotlight, and rightly so! The tungsten resource stock has been one of the absolute top performers so far in 2025 and has the potential to move into a completely new league. All signs point to a revaluation. What is developing here is more than just a mining project; it is a geopolitically highly relevant raw materials offensive with billion-dollar potential. Amid escalating trade conflicts, China is sending a strategic counter-signal and restricting exports of key metals. Tungsten is thus becoming a critical element for high-tech, aviation, and defense and is now at the top of governments' procurement lists. This is precisely where Almonty comes in. With the Sangdong mine in South Korea, the largest Western tungsten supplier outside China will be established by 2025. US defense companies are already securing the coveted resources – long-term, exclusively, and strategically. The confidence is huge, and the timing is perfect. Those who get in now could ride the next wave of growth. A surge in valuation is more than just likely; it is inevitable!
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Commented by Armin Schulz on June 23rd, 2025 | 07:25 CEST
China's antimony ban! Antimony Resources the winner in this crisis – next raw materials alert for Rheinmetall and the RENK Group!
A once-overlooked metalloid is now determining military power: antimony. Since 2024, China's export restrictions have driven prices to record highs and exposed the West's critical dependence on this raw material. Without this key element, ammunition, armor, and high-tech weapons fail to function. This is fatal in times of global tensions, as the US attack on Iran over the weekend once again made clear. However, while China dominates the market and Russia is out of the picture, alternative solutions are starting to emerge. One name gaining attention is Antimony Resources. We also take a look at Rheinmetall and the RENK Group and analyze where they currently stand.
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Commented by Fabian Lorenz on June 19th, 2025 | 07:05 CEST
Share price speculation thanks to drones and artificial intelligence: Rheinmetall, BioNTech, and NetraMark shares
Drones and artificial intelligence are set to revolutionize entire industries. Listed companies that play a leading role in this transformation hold significant upside potential, such as NetraMark. Using artificial intelligence, the Company helps pharmaceutical and biotech companies shorten development times and reduce costs. NetraMark also aims to help shape industry trends. BioNTech, too, relies on AI for its research, frequently acquiring specialized companies. Perhaps NetraMark will be next? In any case, the Canadians would still be a bargain. Rheinmetall shares, on the other hand, are certainly not cheap. However, the multibillion-euro defense budgets for rearmament in Europe are fueling speculation. In order to be able to deliver not only tanks, howitzers, and ammunition quickly, but also cutting-edge technology, Germany's largest defense contractor is focusing on partnerships. This is evident in its latest partnership, which is expected to enable Rheinmetall to deliver combat and kamikaze drones quickly.
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Commented by Fabian Lorenz on June 18th, 2025 | 07:00 CEST
Almonty Industries: Analysts raise target price! 75% Upside Potential! CEO clearly backs Rheinmetall and Co. on CNBC
Anything other than further price increases for Almonty shares in the coming weeks would be a surprise. The tungsten gem is facing a hot summer. The main driver for the share price will be the commissioning of the mega mine in South Korea. Due to the increasing visibility of revenue and profit growth, analysts have significantly raised their price targets for the share. With its unique market position, the Company remains attractively valued compared to its peers. With the planned upcoming NASDAQ listing, the stock is expected to attract greater attention from US investors. That Almonty is gaining more visibility is underscored by CEO Lewis Black's recent interview with CNBC. In it, Black emphasized that Almonty already supplies 85% of its production to the defense sector. Rheinmetall, for example, needs tungsten to harden ammunition.
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Commented by Armin Schulz on June 17th, 2025 | 07:10 CEST
Rheinmetall, Volatus Aerospace, RENK – Defense boom gets a boost from the war in the Middle East!
Geopolitical flashpoints not only spark conflicts but also massive market shifts. While oil prices and gold are skyrocketing, defense stocks are also on the rise again. There is more to this boom than short-term speculation. It is a structural renaissance of the defense industry. Exploding military budgets, technological quantum leaps, and strategic supply chain revolutions are driving a market that has long since become a job engine and economic anchor. Those who understand the rules of this change will secure pole position. Today, we look at three interesting stocks: Rheinmetall, Volatus Aerospace, and RENK.
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Commented by André Will-Laudien on June 16th, 2025 | 07:15 CEST
Gaza, Iran, Ukraine – Conflicts are driving up metal prices! Rheinmetall, European Lithium, Hensoldt, and RENK
The problem is getting bigger! Strategic metals are currently having a massive impact on the geopolitical balance of power, as they play a decisive role in determining the economic and military capabilities of countries. Conflicts such as those in Gaza, Ukraine, and, more recently, Iran are exacerbating shortages because long-standing trade relationships can be terminated overnight. The concentration of metal production in a few countries makes supply chains vulnerable to political influence. Export restrictions, embargoes or targeted shortages imposed by China or Russia can lead to bottlenecks in consumer countries and severely affect the economy. We describe the current situation and offer solutions for dynamic investors.
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Commented by André Will-Laudien on June 10th, 2025 | 07:15 CEST
Gold or Defense – Where to take action now? Rheinmetall, RENK, and Leonardo require caution, AJN Resources on the launchpad!
Russia's war of aggression against Ukraine shows no signs of ending. Despite all political efforts on both sides of the Atlantic, the Russian commander is continuing his bombardment of his neighboring country. NATO sees many reasons in the aggressor's behavior to significantly increase its military capabilities. This is causing further investor money to flow into defense stocks, but valuations are now very ambitious. However, in their search for security, investors are also increasingly buying gold, which could rise to as high as USD 3,490 per ounce in 2025. Low production costs are bringing low-cost projects in Africa into focus. AJN Resources has just refinanced and is repositioning itself in Ethiopia. How can investors diversify wisely?
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Commented by Nico Popp on June 5th, 2025 | 16:10 CEST
Urgent: NATO approves largest rearmament program since the Cold War - Almonty, Hensoldt, Rheinmetall
The news is a bombshell: In light of an acute threat from Russia, NATO is opening the money floodgates. The most extensive rearmament since 1990 not only provides for a massive increase in conventional military capabilities, but also reveals the dependence of modern armed forces on critical raw materials – especially tungsten. The decision was made during a meeting of NATO defense ministers in Brussels and has far-reaching consequences. For investors, but also for all of us.
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Commented by Armin Schulz on June 4th, 2025 | 07:25 CEST
Defense explodes, commodities boom, gold shines: Rheinmetall, Globex Mining, and Barrick Mining benefit
Three explosive markets dominate investor interest: defense, critical raw materials, and gold. Geopolitical rifts and economic upheavals are fueling these sectors like never before in decades. Defense giants are benefiting from an unprecedented wave of rearmament. Commodity markets are experiencing a new supercycle driven by structural demand pressure and tight supply. At the same time, capital investors are fleeing en masse to the safe haven of gold, whose price is inexorably breaking new records. These trends define the investment opportunities for 2025. We, therefore, take a closer look at Rheinmetall, Globex Mining, and Barrick Mining.
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Commented by Stefan Feulner on June 2nd, 2025 | 07:00 CEST
Rheinmetall, Volatus Aerospace, C3.ai – Upgrades and explosive results
The quarterly reporting season is drawing to a close, with chip giant Nvidia being the last of the Magnificent 7 stocks to present its figures. Analysts' ambitious targets were once again smashed, but uncertainties surrounding the trade war between China and the US are dampening the outlook for the industry leader. In contrast, uncertainty about the geopolitical situation continues to boost business for defense companies, which are receiving ever-higher price targets from analysts.
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