THYSSENKRUPP AG O.N.
Commented by Fabian Lorenz on October 21st, 2025 | 07:20 CEST
SENSATION at DroneShield! Volatus Aerospace enters the AI era! thyssenkrupp rides the TKMS hype!
thyssenkrupp subsidiary TKMS celebrated an impressive stock market debut. On its first day of trading, the share price shot up by over 50%. Fittingly, German Defense Minister Pistorius emphasized investments in the navy during his visit to Atlantic NATO partners. Drone stocks Volatus Aerospace and DroneShield also rose sharply yesterday. The Australian company made headlines with revenue growth of over 1,000%. The outlook for Volatus is also bright – and its valuation remains more conservative.
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Commented by Carsten Mainitz on October 16th, 2025 | 07:25 CEST
Europe is building a drone wall – Manufacturers like Volatus Aerospace set to benefit enormously!
The world is arming up. NATO has decided to invest 5% of its GDP annually in defense and security-related infrastructure from 2035 onwards! This means that more than EUR 300 billion per year will be spent. Large sums will flow into air defense, cyber defense, AI, and drone defense. The increasing number of airspace violations, presumably by Russian drones, is demanding action not only from the affected Eastern European countries but also from the entire NATO alliance. Which companies are on the winning side?
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Commented by Fabian Lorenz on October 8th, 2025 | 07:15 CEST
More than 50% upside potential! Zalando, thyssenkrupp, and stock market newcomer Finexity!
What is happening at thyssenkrupp? After the marine division (TKMS) drove the share price up this year with its defense fantasies, the planned IPO now appears to be stalling. Meanwhile, the steel division is once again dominating the headlines. Finexity, on the other hand, has successfully made the leap onto the trading floor. The next step is to attract greater investor attention. Those who get in early could profit, as the Company's growth prospects are excellent. Recently, Finexity announced plans for international expansion, targeting one of the most dynamic real estate markets in the world. In contrast, Zalando is facing strikes. When will the stock react? According to analysts, it might not. Yet they still see up to 50% upside potential.
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Commented by André Will-Laudien on October 8th, 2025 | 06:55 CEST
Drone warfare and armament – Caution with Rheinmetall, Hensoldt, and thyssenkrupp, but 150% upside with Antimony Resources
Recent geopolitical events impressively highlight the critical need for strategic metals. While tungsten producer Almonty has surged by over 1,000%, risk-aware investors are now turning their attention to Antimony Resources. With properties that are indispensable for ammunition, electronics, and protection systems, antimony is emerging as a key strategic metal for modern defense and high-tech industries. The heavy reliance of Western nations on a few producing countries, such as China, is increasingly bringing security of supply into the focus of geopolitical debates. Without a stable supply chain, there is a risk of bottlenecks that threaten not only defense capabilities but also technological sovereignty. Investors and industry players are therefore increasingly seeking alternative sources and recycling solutions to meet rising demand in a sustainable manner. Meanwhile, defense stocks are currently consolidating at a high level. Is the rally now entering its final phase?
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Commented by Armin Schulz on October 7th, 2025 | 07:05 CEST
Steel, hydrogen, SMRs, renewable energy: How to cover all the megatrends with thyssenkrupp, First Hydrogen and RWE
The global industry is undergoing a radical transformation. Drivers include volatile supply chains, ambitious climate targets, and technological change. This tension is giving rise to new markets and unexpected winners. Some pioneers are already showing how this transformation can be turned into profit. They combine deep structural change with a green hydrogen economy and groundbreaking energy research. Three companies exemplify how this transformation can not only be mastered but also leveraged as an opportunity: thyssenkrupp, First Hydrogen, and RWE.
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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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