THYSSENKRUPP AG O.N.
Commented by André Will-Laudien on October 6th, 2025 | 07:00 CEST
Drone warfare with NATO Europe? DAX soon to reach 25,000 with defense stocks: DroneShield, Volatus Aerospace, thyssenkrupp, and Rheinmetall
Drone warfare in Europe is providing a massive boost to the defense sector, as demand for modern defense and attack systems is rapidly increasing. Companies such as Rheinmetall continue to benefit from public contracts for drone defense systems, including the Skyranger and new laser weapons. DroneShield is positioning itself as a leading provider of drone defense technologies and is currently experiencing an impressive growth phase. Volatus Aerospace is also involved as a service provider offering specialized solutions for drone surveillance and security services. Driven by EU-wide NATO investments in state-of-the-art defense technologies, analysts anticipate cyclical double-digit growth for the entire defense sector well beyond 2030. This historic wave of rearmament is transforming trillions in public debt into dream profits for shareholders, with our grandchildren and great-grandchildren footing the bill. Who are the current winners?
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Commented by Fabian Lorenz on September 22nd, 2025 | 07:35 CEST
Defense fantasy and takeover buzz! Daimler Truck, thyssenkrupp, Pasinex Resources!
Defense, takeovers, and raw materials moved the stock market last week. After a period of weakness until April, the price of zinc has risen significantly again, benefiting Pasinex Resources. The Company focuses on high-grade zinc deposits in Turkey and the US, and it has now acquired 100% of a key project. Revenue and earnings are set to increase from 2026 onwards, with net margins of up to 50% on the horizon. This makes the stock appear undervalued. Will defense fantasies boost Daimler Truck's stock? The stock has been one of the underperformers in the DAX so far. In the future, the Company plans to collaborate more closely with a US defense contractor. Meanwhile, thyssenkrupp's stock is at a multi-year high. But is the Company effectively winding itself down? The latest takeover bid points in that direction.
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Commented by Carsten Mainitz on September 18th, 2025 | 07:00 CEST
Almonty Industries, thyssenkrupp, Nordex – Perfect news!
Rare earths and critical raw materials play a vital role across many sectors of the economy. They are essential for electric motors, permanent magnets, and battery technologies and are of great importance in the defense industry. China controls the majority of global reserves and is restricting exports. Western countries have long been making great efforts to secure deposits outside China, with particular pressure coming from the US. A recently published report by Bloomberg has raised eyebrows.
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Commented by Fabian Lorenz on September 17th, 2025 | 07:25 CEST
CAUTION with Nordex and thyssenkrupp! ENTRY OPPORTUNITY with Power Metallic Mines!
Commodity stocks remain promising. They are the backbone of technological progress—especially in an AI-driven world. And precious metals are considered a safe haven. Power Metallic Mines benefits from both trends with its world-class multi-metal project. After months of consolidation, new drilling results could boost the share price, as was the case last year. Caution is advised with Nordex, however. Although this year's surprise stock is impressive with its strong operating business and high order backlog, headwinds from political risks are increasing. Trump in the US and Merz in Germany are weighing on sentiment in key markets. But analysts still recommend buying? At thyssenkrupp, the expected IPO of the naval division TKMS is drawing closer. Full order books support the story, but with Rheinmetall entering the shipbuilding business, competitive pressure is growing significantly.
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Commented by André Will-Laudien on September 11th, 2025 | 07:00 CEST
In peace and war – Defense stocks poised for the next leap: Volatus Aerospace, thyssenkrupp, DroneShield and Rheinmetall
Europe's defense industry is facing an unprecedented wave of investment. The combination of long-term secure financing, political resolve, and technological modernization is creating an attractive environment for providers of defense systems, sensor, and AI solutions. Analysts expect average growth rates of 5 to 10%, which will see the market expand from around EUR 125 billion to approximately EUR 170 billion by 2030. The key drivers are the EU's massive investment offensives, which aim to mobilize up to EUR 800 billion through the new SAFE financial instrument. This is a historic turning point for rearmament - especially after 25 years of disarmament. The package includes EUR 150 billion in loans for the joint procurement of high-tech systems such as drones, air defense, and artillery. Which stocks stand to benefit from this scenario?
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Commented by André Will-Laudien on September 4th, 2025 | 07:00 CEST
All-Time High for Gold, Volatility Rising! thyssenkrupp, AJN Resources, Airbus, and Lufthansa in Focus
The stock market is preparing for a hot fall. While inflation figures show no sign of weakening, gold and silver are climbing to new record levels. Rising debt levels and growing geopolitical tensions are fueling this trend. So far, capital markets have largely held their ground without major losses. However, US President Donald Trump's trade policy has suffered a severe setback. With his plan to impose comprehensive tariffs on goods from almost all countries in the world, invoking an emergency law from 1977, he has clearly exceeded his powers, and the courts are now stepping in. One clear warning sign: volatility is high, and valuations have reached extreme levels. The Shiller P/E ratio for the S&P 500 now stands at 40, far above the historical range of 15 to 27 over the last 30 years - making 2025 an absolutely exceptional year in terms of overvaluation. We are on the lookout for promising stocks, and gold should not be overlooked as a strategic portfolio addition.
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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
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 12th, 2025 | 07:10 CEST
Lithium? Zinc! Steel! BYD's supply chains, Pasinex's deposits, thyssenkrupp's recycling: Your triple protection against trade wars
Trade conflicts are escalating! New US tariffs and stricter export controls on critical raw materials like lithium and rare earths are destabilizing global supply chains. Experts warn of rising prices and supply risks, especially for future-oriented technologies. Investors are therefore now seeking out resilient companies. Preference is given to those with vertically integrated supply chains, direct access to strategic mineral deposits, or revolutionary recycling technologies. Those who master the new reality of raw materials will win. Three players exemplify this transformation: BYD, Pasinex Resources, and thyssenkrupp.
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Commented by Armin Schulz on July 29th, 2025 | 07:10 CEST
RENK, Almonty Industries, thyssenkrupp: Three stocks that are benefiting NOW from the new security dividend
Geopolitical turmoil is accelerating growth in key sectors. As defense budgets rise worldwide and supply chains are realigned, specialized players are positioning themselves as indispensable partners. High demand for security-critical technology, strategic raw materials, and innovative industrial solutions is driving this development, giving selected companies extraordinary momentum. We take a look at RENK, Almonty Industries, and thyssenkrupp to see who is benefiting now.
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Commented by Nico Popp on July 28th, 2025 | 07:20 CEST
Hydrogen in Germany – Who will solve the "chicken and egg problem"? Pure Hydrogen, thyssenkrupp, NEL
Germany aims to achieve climate neutrality within twenty years. Hydrogen plays a crucial role in making industry more sustainable. However, as a recent article in Focus magazine shows, Germany has a "chicken and egg problem" when it comes to hydrogen. Planning security is needed to drive the necessary investment in hydrogen infrastructure. But industry is still hesitant, especially in uncertain times; no one wants to stick their neck out too far. This, in turn, does not provide an environment conducive to launching essential prerequisites, such as pipelines, storage facilities, or decentralized electrolysers. What does the future hold for Germany as a hydrogen location? Which stocks could benefit?
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