HENSOLDT AG INH
Commented by Armin Schulz on March 11th, 2025 | 07:00 CET
Renk Group, Almonty Industries, Hensoldt – NATO calls for an arms race!
In a world where geopolitical fires are shaking the global security architecture, an industrial arms race is forming behind the scenes. While NATO Secretary General Mark Rutte this week once again emphasized the "urgent need" for accelerated arms production – from drones to satellites – European states are setting record sums in motion: Germany is loosening its debt brake for a EUR 500-billion special fund, and the EU is planning military loans of 150 billion. But who will benefit if Europe wants to reduce not only its defense budgets but also its dependence on US arms deliveries? Three companies are in the spotlight whose stocks have long been surfing in the wake of the arms race. Where is it worth getting in?
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Commented by André Will-Laudien on March 10th, 2025 | 08:10 CET
Attention: IPO fever, now it's really starting! Hensoldt, Power Metallic, Renk, and thyssenkrupp
Before the election and after the election. At the beginning of the year, there was still a fight over the debt brake, but with the US pulling out of Ukraine aid, it seems that anything goes. Last week, in addition to an ECB interest rate cut, an EUR 800 billion package for armaments and infrastructure was proposed. This caused the DAX 40 index to surge, especially defense and construction stocks, which gained an average of 30%. Hensoldt and thyssenkrupp even made a giant leap upwards. The new all-time high for the index is now 23,475 points. Could there be an IPO from Essen soon? The probability for TKMS is increasing. However, it remains to be seen whether the significant premiums are sustainable; on Friday, there were initial sell-offs. Our specialty title, Power Metallic (formerly Power Nickel), continued to rise. We are looking into the crystal ball.
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Commented by Fabian Lorenz on March 5th, 2025 | 07:30 CET
Hensoldt and Power Metallic Mines unstoppable! Buy AIXTRON stock after the price crash?
The success story is set to continue under a new name: Power Nickel has changed its name to Power Metallic Mines. In order to push ahead with the world-class multi-metal project at full speed, fresh capital has been raised. With new strong drilling results in the pipeline, the stock can now take off again. The price drop due to the capital increase represents an exciting entry opportunity. Investors certainly believe in higher prices. Hensoldt is currently skyrocketing. While the stock is being included in a new stock market index, analysts are running after the price and proclaiming a "new era". Will the momentum continue? At AIXTRON, analyst opinions are divided after the price crash. Is the stock a buy now? Management believes so.
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Commented by Fabian Lorenz on February 24th, 2025 | 07:10 CET
BUY RECOMMENDATION for Hensoldt! TUI with 60% upside potential! Resource Gem Nova Pacific Metals!
Analysts have recently declared a supercycle for the European defense industry. Regardless of who will govern Germany in the future, billions will flow into armaments. One profiteer is Hensoldt. Despite the strong performance, analysts recommend buying the stock. Nova Pacific Metals also appears attractive. The explorer is sitting on a treasure trove of raw materials and has just expanded its territory. The hidden gem not only benefits from the gold supercycle but also from a wide range of raw materials. Positive news flow should drive the share this year. And what is TUI doing? Is the tourism supercycle really over? "No," says a board member and buys shares. Experts see a 60% price opportunity!
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Commented by André Will-Laudien on February 21st, 2025 | 07:10 CET
Global stock boom, Germany votes – Watch out for Mercedes-Benz, Argo Living, thyssenkrupp, Rheinmetall, and Hensoldt!
The stock market started the new year at full speed. The DAX index reached 22,900 points in February, which is in line with some analysts' year-end targets. Liquidity is high and sentiment remains buoyant despite all the negative events in the real world. The federal elections are just around the corner, with the prospect of a grand coalition with green or yellow enrichment. The people of Germany hope for a big change, but none of our politicians have the stature of a Donald Trump, who establishes new conditions by the second. The likelihood is high that coalition negotiations will take longer than we believe today, and the uncertainty surrounding the German economy will likely continue for a while. It will be interesting to see whether Germany ever experiences a real "double whammy". After all, there are enough problems to solve, but so far, the will and courage are lacking. Here you will find a selection of titles that could cause a stir even after the election.
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Commented by Fabian Lorenz on February 19th, 2025 | 07:25 CET
FOMO Rally in energy and defense! Hensoldt, Siemens Energy, First Hydrogen
Shares in the energy and defense sectors continue to be among the most rapidly rising stocks. First Hydrogen has catch-up potential. The hydrogen specialist is currently expanding its business model and plans to use nuclear power, a potential the market has yet to recognize. Siemens Energy is also profiting from the world's hunger for energy. The latest figures are convincing; the free cash flow is exploding, and even the problem child Gamesa is picking itself up. However, analysts believe the stock might face some headwinds. The Hensoldt share is also unstoppable, riding the FOMO rally in Rheinmetall & Co. The share price surge accelerated again at the start of the week. NATO countries are preparing for years of massive investments. Can this momentum continue?
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Commented by André Will-Laudien on February 19th, 2025 | 07:00 CET
Defense and critical metals – the pressure is rising! Where are Rheinmetall, Renk, Hensoldt, and XXIX Metal headed?
Since August 2023, the Chinese government has continuously issued export control measures for high-tech metals that are important for the semiconductor industry and green technologies. The sharp rise in energy commodities is hindering electrification projects. Copper is indispensable for these projects and will become one of the key raw materials in the coming years, around which innovations revolve. The red metal is an essential component of a completely new energy infrastructure, and trends such as Web 3.0, high-performance computing, cloud computing, and artificial intelligence are exacerbating the scarcity situation. The tech giants, worth billions, want to invest because they need the infrastructure for their business. In Europe, the defense industry is on the verge of reaching new all-time highs. A closer look is required.
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Commented by Fabian Lorenz on February 14th, 2025 | 07:00 CET
SHARE PRICES are falling at Plug Power, Nel, and Hensoldt! BUY RECOMMENDATION for BMW partner European Lithium!
Buy opportunity or bankruptcy? Shares in Plug Power, Nel, and Hensoldt are under pressure these days. The former hydrogen favorites are facing one piece of bad news after another. After mass layoffs at Nel, the next catastrophe comes from Plug Power. Investors are also getting nervous about Rheinmetall, Renk, and Hensoldt. Is a correction looming? Analysts believe the correction at Hensoldt should be seen as a buying opportunity. At BMW partner European Lithium, analysts even see potential for a multiple increase in value. The stock, which focuses on lithium and rare earths, has gained traction, and the current consolidation offers an exciting entry opportunity. Even peace in Ukraine could benefit these companies.
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Commented by Fabian Lorenz on February 6th, 2025 | 07:40 CET
GOLD and ARMAMENTS unstoppable: Renk outperforms Hensoldt – Barrick Gold and First Nordic Metals with MOMENTUM
Gold and defense stocks are currently unstoppable. The gold price is now well above the USD 2,800 mark. Just in time for the record price, insider tip First Nordic Metals is starting its drilling program in Sweden. The stock has taken off, and investors can look forward to a lively news flow. Even gold giant Barrick is sending positive signals, and the stock is picking up momentum. "Gold has truly arrived as the ultimate store of value," the Barrick CEO said in an interview with Bloomberg. Defense stocks are also completely unfazed by Donald Trump's tariff threats. While Rheinmetall is trading at an all-time high, Renk seems to be leaving the downward trend behind and finally catching up. Hensoldt's performance is clearly being surpassed. Will the momentum continue?
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Commented by Fabian Lorenz on February 3rd, 2025 | 06:50 CET
Renk, Hensoldt, Newmont, Benton Resources: New RECORDS for gold and defense stocks
Will Hensoldt and Renk step out of Rheinmetall's shadow in 2025? At least both defense stocks have started the new year strongly. Analysts see significant price potential for Renk. Is there room for another 50%? Hensoldt could benefit from problems at Continental and Bosch. Both want to lay off employees, and plant closures are also possible. Hensoldt sees an opportunity to attract sought-after specialists. Even the gold price is unstoppable. But the big producers are hardly being sought, do Newmont and especially Barrick Gold have to invest more in takeovers again? How about Benton Resources? The Company is developing an exciting copper-gold project in Canada. Ongoing drilling programs offer upside potential.
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