HENSOLDT AG INH O.N.
Commented by Lars Winter on June 19th, 2026 | 07:10 CEST
Volatus Aerospace, Hensoldt, and Rheinmetall: Three Stocks for the New Drone and Defence Boom
After the war comes rearmament. The conflict in the Middle East may be nearing an end—the US and Iran recently signed at least a declaration of intent to end the war at the Palace of Versailles. But this will only temporarily slow down global rearmament, if at all. In the long term, the defence boom will continue worldwide. And the wars of the future will no longer be fought solely with tanks, aircraft, and missiles. Drones, sensors, software, autonomous systems, and electronic defence technology are fundamentally transforming the defence industry. What seemed like a niche topic for specialists just a few years ago has now become a multi-billion-dollar growth market. Governments around the globe want to become more independent, secure supply chains, and modernize military capabilities more quickly. This is precisely what is giving rise to new investment opportunities. Volatus Aerospace is currently particularly exciting for speculative investors; those who prefer a more conservative approach can also add Hensoldt and Rheinmetall to a defence-focused portfolio.
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Commented by Fabian Lorenz on June 16th, 2026 | 08:15 CEST
Breaking News! OHB Follows SpaceX's Footsteps; Hensoldt and Deutsche Telekom in Focus; Volatus Aerospace Boasts CAD 500 Million Pipeline
Following SpaceX's historic IPO, German aerospace company OHB is looking to raise funds. The company aims to raise EUR 500 million through a capital increase, and major shareholder KKR also plans to cash out. The share fell sharply yesterday. In the drone market, Volatus Aerospace continues to accelerate. The Canadians have built a platform for both civilian and military applications. In their home market, they are benefiting from billions in government investments, and they are also in high demand among NATO partners. The order pipeline is fully loaded at CAD 500 million. And at Hensoldt, too, strategic course is being set. The company is working with Airbus on the next-generation fighter jet and plans to enter the drone defence market with Deutsche Telekom.
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Commented by Fabian Lorenz on June 12th, 2026 | 07:00 CEST
Defence Fiasco in Europe! Opportunity for Airbus, Hensoldt and MTU Aero Engines? Multi-Bagger Potential in Antimony Resources Shares!
Created and published on behalf of Antimony Resources Corp.
While the US, Russia, and China are ramping up their military capabilities and securing raw materials, Europe continues to lag behind. Most recently, Germany and France were unable to agree on the development of a joint sixth-generation fighter jet. The project ended up as one of Europe's biggest defence fiascos. Several German defence and technology conglomerates now want to develop their own concept. In addition to Airbus, the publicly traded companies Hensoldt and MTU are also involved. Will this bring new momentum to the defence sector? New momentum would also be welcome for the shares of Antimony Resources. Just a few months ago, the share was trading at around EUR 1. Currently, it stands at EUR 0.39. Yet the antimony explorer's latest drilling results are once again positive. Analysts continue to see significant multi-bagger potential.
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Commented by Fabian Lorenz on June 9th, 2026 | 08:35 CEST
Escalation in Iran! Defence and Energy Stocks in Focus: Hensoldt, Nordex, and A.H.T. Syngas
Tensions between Iran and Israel are escalating once again, and oil prices are rising accordingly. Against this backdrop, we are taking a closer look at selected defence and energy stocks. A.H.T. Syngas shares appear to be gaining momentum. The company specializes in energy production from waste materials. Revenue is expected to grow significantly in the coming years, and analysts see upside potential of around 150%. Analysts have recently been more cautious on Nordex. They point to several uncertainties surrounding the wind turbine manufacturer's business model and have issued "Sell" recommendations. The company, however, is countering these concerns with a steady stream of new orders. Hensoldt also has a "Sell" recommendation. While analysts expect significant growth, order intake is expected to weaken, and the valuation is a cause for concern.
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Commented by Fabian Lorenz on May 27th, 2026 | 07:50 CEST
SELL BASF and Hensoldt? BUY Recommendation for Power Metallic Mines
Caution is advised with Hensoldt. Analysts see a potential 30% downside for the stock. The company is trading at a premium to industry peers such as Rheinmetall and Renk, despite slower growth. While the partnerships with Helsing and Schwarz Digits are interesting, they are unlikely to contribute significantly to revenue in the foreseeable future. In contrast, analysts see 100% upside potential for Power Metallic Mines, specifically in the base-case scenario. The first resource estimate is scheduled for this summer. According to analyst estimates, the company could thus transition from a pure exploration valuation to a resource-based valuation phase sooner than previously expected. Analysts foresee difficult times ahead for BASF. The structural problems remain unresolved, and the stock is a "Sell". The chemical giant is attempting to counter these challenges through optimization measures and the increased use of AI technologies.
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Commented by Stefan Feulner on May 8th, 2026 | 07:35 CEST
Leonardo, Volatus Aerospace, Hensoldt – War and AI Drive the Next Billion-Dollar Boom
Modern warfare is fundamentally transforming the global security architecture while simultaneously creating growth markets worth billions. Drones, autonomous systems, digital reconnaissance, and AI-driven defence technologies are gaining significant importance due to conflicts in Ukraine and the Middle East. Countries worldwide are increasing their military budgets and investing specifically in electronic warfare, cybersecurity, and smart weapon systems. Companies that positioned themselves early on with scalable platforms, sensor technology, or autonomous solutions are already benefiting from bulging order books and sharply rising margins. Integrated systems combining hardware, software, and data analysis are in particularly high demand—a market that may only be at the beginning of a long-term supercycle.
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Commented by Fabian Lorenz on May 7th, 2026 | 08:55 CEST
Alarm bells are ringing at BioNTech! Billions at Hensoldt! Buying opportunity at North Arrow Minerals!
"Buy first, then kill," was how Tübingen Mayor Boris Palmer reacted to BioNTech's planned site closures. The reason is that, within this framework, virtually all sites of the recently acquired CureVac are set to be shut down. A CureVac co-founder has also made serious allegations, and BioNTech shares are declining. At the same time, there may be an opportunity for rising prices with a gold gem. While the gold price continues to consolidate, there are arguments in favour of an investment in North Arrow Minerals. The company has repositioned itself and is now focusing on an interesting gold project. Just a few kilometres away lies the multi-million-ounce Harmony Gold Kalgold open-pit mine. Meanwhile, Hensoldt has outperformed its industry peers, Rheinmetall and RENK, so far this year. Yesterday, it became clear that there are indeed good reasons for this. So, should investors buy now?
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Commented by Fabian Lorenz on March 17th, 2026 | 07:25 CET
Trump Threatens to Withdraw from NATO! Hensoldt, SAP, Avrupa Minerals: Stocks for a Strong Europe!
Donald Trump's latest threats against NATO, if the alliance fails to support him in Iran, highlight Europe's dependence on the US and China. Europe must finally invest consistently in its own capacity to act: in raw materials, the digital economy, defense, and much more. An important signal is now coming from Spain. Madrid is allocating over EUR 400 million for critical raw materials, making it clear that economic and military sovereignty begins with the raw materials base. Europe's actions are also creating investment opportunities. Can Hensoldt, SAP, and Avrupa Minerals benefit from this?
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Commented by André Will-Laudien on March 16th, 2026 | 07:00 CET
Oil Price Shock and Middle East Panic! The Next 100% with DroneShield, dynaCERT, and Hensoldt
The stock market is currently under significant stress. The ongoing fighting in Iran, as well as conflicts between Israel and neighboring states, poses a serious threat to the global supply of oil and raw materials. Twenty percent of the world's daily oil production passes through the Strait of Hormuz. A closure or mining of the strait could trigger oil price increases of 20 to 30%. Due to widespread nervousness, prices have already surged 50% since the start of the year, reaching USD 100. Beyond the tragic casualties on all sides and the massive destruction everywhere, the conflict acts as a showstopper for industry and global growth. For investors, the question is: Which sectors could thrive in this environment? As a stock market service, the task is to filter out the terrible news and identify the "good." Completely without emotion - not an easy task! Here is an attempt.
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Commented by Nico Popp on March 10th, 2026 | 07:15 CET
Valuation anomaly in the drone sector: Solid returns with Volatus Aerospace, Hensoldt, and DroneShield
The global security architecture has been facing a turning point since well before the outbreak of the conflict involving Iran. Developments on NATO's eastern flank show that the dominance of heavy weapon systems is increasingly being challenged by low-cost, unmanned aerial vehicles. In this new reality, a drone costing USD 500 can destroy a battle tank worth USD 10 million. This development is forcing the defense industry to rethink its approach. Conventional air defense systems are often overwhelmed by the sheer number and low radar signature of enemy drones. Innovative solutions are needed to detect, assess, and neutralize threats. So-called interceptor drones for the targeted neutralization of hostile aerial targets are becoming the focus of attention for the military and procurement authorities. Hensoldt, DroneShield, and Volatus Aerospace have positioned themselves as innovative solution providers in this highly specialized niche. We show where the most attractive opportunities lie for investors and pay particular attention to an up-and-coming company from Canada.
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