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Commented by Carsten Mainitz on July 24th, 2026 | 10:00 CEST

Keep Your Eyes Open! These Small Caps Are at a Critical Turning Point: North Arrow Minerals, Heidelberger Druckmaschinen, and Lang & Schwarz!

  • Technology
  • Financials
  • Gold
  • Africa
  • PreciousMetals

For stock pickers, it is the opportunity that counts—regardless of whether the potential alpha lies in commodities, industrials, or financial services. On top of that, small- and micro-cap stocks fly under the radar of the masses. This comes with both advantages and disadvantages. Patient investors who put the puzzle together correctly can benefit from this. In the case of Heidelberger Druck, the transition from a traditional machinery manufacturer to a technology group is being overlooked. As for Lang & Schwarz, the market is interpreting the loss of a major client almost as a failure of the business model—even though that model is actually based on multiple pillars. At North Arrow Minerals, exploration progress underscores the potential of the flagship Kraaipan Gold project. Well-known investors have already gotten on board. Who will come out on top?

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Commented by Fabian Lorenz on June 25th, 2026 | 07:15 CEST

Shockwaves in the German defence sector! TKMS Surges! Will drone specialist Volatus Aerospace and Heidelberger Druckmaschinen be next?

  • Drones
  • Defense
  • hightech

The German government has sent shockwaves through the German defence sector. While Rheinmetall's stock briefly plummeted by more than 16% on Wednesday, TKMS's stock rose by over 10%. The trigger was a "Spiegel" report confirmed by the Ministry of Defence. According to the report, the German government is ending the severely delayed and significantly more expensive F126 frigate program. This puts Rheinmetall's medium-term plans at risk. At the same time, TKMS could benefit. Volatus Aerospace is capitalizing on the drone boom. With a new location, the company aims to grow in the civilian and military drone market. If it succeeds in monetizing its 500 million dollar pipeline more effectively, the stock should take off again. Heidelberger Druckmaschinen is in the midst of transforming itself from a printing press manufacturer into an industrial and technology company. In the future, it also plans to get involved in drone defence. While there is still a rocky road ahead, analysts recommend buying the stock.

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Commented by Fabian Lorenz on June 18th, 2026 | 08:00 CEST

Defence Upside and Multi-Bagger Potential! TKMS, Heidelberger Druckmaschinen, and Antimony Resources

  • antimony
  • Defense
  • hightech

Created and Published on Behalf of Antimony Resources Corp.

Analysts at mwb research view TKMS as an undervalued defense stock. The chances of securing a billion-euro contract are considered strong. By early July, it should become clear whether the German defence contractor will be awarded the contract. Even if not, analysts still consider the stock a "Buy". Analysts see upside potential in Antimony Resources' stock, and the company's latest drilling results underscore this view. The project in Canada appears to be a home run. Heidelberger Druckmaschinen has recently developed into a disappointment. The stock has lost around 25% of its value this year. The latest profit warning was far from signalling a trend reversal. Nevertheless, analysts still recommend the stock as a buy, arguing that defence-related upside has not yet been priced in.

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Commented by André Will-Laudien on April 22nd, 2026 | 06:55 CEST

Focus on Critical Infrastructure: Power Metallic Mines Shines, Heidelberger Druck & LPKF Laser Ready to Take Off

  • Mining
  • PGMs
  • Copper
  • Nickel
  • PreciousMetals
  • Defense
  • Drones
  • semiconductor

The Strait of Hormuz is currently one of the most frequently cited geopolitical buzzwords in international media. At the same time, potential supply chain bottlenecks involving critical metals have been the subject of intense discussion for months. The valuation of high-tech and AI companies is largely based on the continuous expansion of computing capacities and the necessary electrical infrastructure. This transformation process requires enormous quantities of industrial metals and strategic raw materials. In the ongoing war scenario, however, everything is being put to the test! Against this backdrop, Power Metallic Mines is positioning itself with its NISK project in a market environment increasingly shaped by raw material security and supply chain stability. On the other hand, Heidelberger Druck and LPKF Laser are betting on an operational turnaround with different technological approaches. We analyze the relevant drivers, risks, and valuation prospects in detail.

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Commented by Fabian Lorenz on April 21st, 2026 | 07:05 CEST

Price Surge: What is Behind the Moves in D-Wave, Heidelberger, and Group Eleven?

  • Mining
  • zinc
  • Silver
  • Commodities
  • computing
  • Drones

These three stocks are currently causing a stir. Group Eleven Resources is a high-flyer in the commodities sector. The stock has surged by around 70% since the end of February. The company is currently developing a zinc, lead, and silver project in Europe. The latest update suggests the rally will continue. D-Wave has made a comeback with a price explosion of over 50%. After a price drop of around 70%, this was sorely needed. The momentum came from Nvidia, not the company itself. And what is happening at Heidelberger Druckmaschinen? After the euphoria over its entry into the drone business, a profit warning brought a dose of reality. The core business is weakening, but analysts see a buying opportunity.

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Commented by André Will-Laudien on December 23rd, 2025 | 10:10 CET

Top tips for 2026 – Critical metals and armaments! DroneShield, Pasinex, RENK, and Heidelberger Druck in focus

  • Mining
  • zinc
  • CriticalMetals
  • Defense
  • Drones
  • armaments

In 2025, there was a pronounced rally in critical metals starting in the summer. This was largely triggered by China, which imposed export restrictions on rare metals and strategic raw materials in response to arbitrary tariff demands from the White House. The metal markets reacted with strong upward movements, and the procurement centers of Western industry reacted even more severely. In view of the needs of the near future, a large number of properties would have to be brought into production in the areas of copper, graphite, lithium, uranium, zinc, and rare earths. However, it takes around 10 years to set up a mine, including all permits and preliminary investigations. Because this is far too long for the current needs, the market is looking at projects that are about to start production or are already producing. We offer a few ideas from the supply chain and potential customers.

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Commented by André Will-Laudien on August 21st, 2025 | 07:20 CEST

Defense sell-off – New doublers are emerging with thyssenkrupp, Almonty, and Heidelberger Druck

  • Mining
  • Tungsten
  • Defense
  • Investments
  • Steel

What defense speculators always feared as a looming threat is now happening within just one week: Peace negotiations between Russia and Ukraine! Even though nothing concrete has happened yet, the sentiment is clear: If only half of the numerous geopolitical conflicts calm down or even disappear entirely, the pressure to rearm will ease, and potential orders, which were already reflected extensively in share prices, could be reduced or canceled altogether. Public budgets resemble a pressure cooker at 120 degrees, so any relief is welcome. It will be interesting to see how far defense stocks might fall, especially after rising by up to 2000% in the case of Rheinmetall. Almonty remains interesting because, even with reduced defense demand, critical metals remain the bottleneck of Western industries. It is worth taking a closer look.

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Commented by Armin Schulz on August 11th, 2025 | 07:25 CEST

3 stocks, 3 megatrends: The growth secret of Heidelberger Druck, Volatus Aerospace, and D-Wave Quantum

  • Drones
  • aerospace
  • manufacturing
  • computing

Despite volatile markets, 2025 offers unique opportunities. Those who invest in true innovation leaders capable of transforming entire industries can achieve above-average returns. Three explosive growth areas stand out. Industrial manufacturing is experiencing a renaissance driven by automation and hybrid technologies. Aerial data services are revolutionizing entire industries and the defense sector through AI-powered analytics. Quantum computing is opening doors to previously unsolvable optimization problems. Three pioneers are at the forefront of these trends: Heidelberger Druck, Volatus Aerospace, and D-Wave Quantum.

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Commented by André Will-Laudien on August 8th, 2025 | 07:15 CEST

Ceasefire in Ukraine? Now earn 100% profit with Heidelberger Druck, Argo Graphene Solutions, and Deutsche Post

  • cement
  • Construction
  • Technology
  • Logistics

A personal meeting between Donald Trump and Vladimir Putin, which, according to the Kremlin, is to take place in the coming days, is sparking new hope for a possible ceasefire in the Ukraine war. Diplomatic preparations are in full swing, accompanied by growing international pressure. President Trump recently gave Russia an ultimatum to cease hostilities. At the same time, a large Russian troop build-up in Belarus – officially for military exercises – is causing uncertainty. Observers see these developments as a signal to NATO to continue its defense program. In this dynamic environment, the stock markets are booming. Investors are once again looking at infrastructure stocks, because everyone wants a piece of the pie!

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Commented by Fabian Lorenz on August 5th, 2025 | 07:15 CEST

OPPORTUNITY and WARNING SIGNAL! Heidelberger Druckmaschinen, Steyr major shareholder Mutares, and Pure Hydrogen shares!

  • Hydrogen
  • cleantech
  • greenhydrogen
  • Automotive
  • engineering

Strategic repositioning can drive shares sharply higher - the latest example being Heidelberger Druckmaschinen. The Company plans to participate in the defense boom, and management is buying shares. However, analysts are issuing warnings after the sharp rise in the share price. Pure Hydrogen is preparing to change its name. The Australian company has long offered more than just hydrogen vehicles. Is a new champion for alternative drive systems emerging? While Pure Hydrogen is still in its infancy and investors can speculate on a multiplication of its value, this has already happened at Steyr Motor this year. However, major shareholder Mutares is currently making headlines, with BaFin now investigating, and the stock showing high volatility! Is this an opportunity to get in or a clear warning to stay away?

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