HENSOLDT AG INH O.N.
Commented by André Will-Laudien on September 10th, 2025 | 07:00 CEST
Will Trump's tariffs be stopped by the courts? Gold and silver on the rise – Deutz, Desert Gold, Renk, and Hensoldt in focus
A US appeals court has declared most of Trump's tariffs unlawful under the International Emergency Economic Powers Act (IEEPA) of 1977. This law allows the president to take economic measures against foreign countries in the event of a declared national emergency. However, no such national emergency currently exists. Instead, the US economy is growing at a moderate pace, while benefiting from the energy supply emergencies in Europe and further defense support for Ukraine. The US is no longer simply giving these goods away; instead, it now provides loans or sells them to allied countries. This creates significant uncertainty in the markets, which in turn is fueling defense stocks as well as gold and silver. New highs were reached at USD 3,640 for gold and USD 41.5 for silver. Where do the opportunities lie for investors?
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Commented by Nico Popp on September 5th, 2025 | 07:10 CEST
"Olive-Green Economic Miracle" – Who stands to benefit? Volatus Aerospace, Hensoldt, AeroVironment
Germany's Federal Minister of Economic Affairs, Katherina Reiche, sees great potential for the German economy in military rearmament. An article in Handelsblatt even refers to it as an "olive-green economic miracle." But who will benefit most from the billions in spending over the coming years? In addition to traditional defense companies, smaller niche providers and startups are also raring to go. We explain which stocks will truly benefit from this "olive-green economic miracle."
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Commented by Fabian Lorenz on September 3rd, 2025 | 07:05 CEST
New WORLD ORDER and DEFENSE FANTASY: Deutz, Hensoldt, and Almonty Industries!
China, Russia, and India are driving forward a multipolar world order — and thanks to the erratic politics of Donald Trump, they seem to be succeeding. At least, that is what the recent SCO summit suggests. For Western industries, this means growing supply issues with critical raw materials like tungsten. Almonty Industries is benefiting from this. The producer plans to commission the largest Western tungsten mine in South Korea and promises high margins. The recent weakness in the share price presents a buying opportunity. Deutz, meanwhile, is fueling new defense-related fantasies with its entry into the drone market. The share price reacted yesterday with a jump of over 5%. Hensoldt, on the other hand, is struggling with a challenging valuation following weak figures, even though the share price has recently gained ground. Where is it worth getting in?
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Commented by Fabian Lorenz on August 28th, 2025 | 07:10 CEST
DRUMROLLS for Hensoldt, SFC Energy, Argo Graphene Solutions shares!
Drumrolls for small and mid-cap stocks: Argo Graphene Solutions is causing a stir with an exciting partnership and is taking a big step closer to commercialization. A new material is poised to revolutionize the way we build. The potential for the Company and its shares is huge. The situation is different at Hensoldt. The Company appears to be stagnant in terms of growth and margins. Analysts, therefore, consider the valuation to be too high and recommend selling. The forecast adjustment at SFC Energy has shown that, here too, growth cannot quite keep pace with the recent euphoria. With the latest orders, the Company aims to regain lost investor confidence.
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Commented by André Will-Laudien on August 27th, 2025 | 07:10 CEST
Let off some steam! Caution advised for DroneShield, RENK, and Hensoldt - but opportunities at Pasinex
The stock market is entering a correction phase. For overheated stocks in the high-tech and defense sectors, this is a welcome opportunity to let off some steam. Now it is important to put the long-term prospects into perspective against the short-term hysteria. Doing so reveals where it may be worth buying after a correction. The charts are only just starting to rise, and a stronger correction should follow. In this context, the zinc projects of Pasinex Resources appear to be particularly attractive. As always, a balanced portfolio protects against unpleasant surprises. We present a few ideas.
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Commented by André Will-Laudien on August 19th, 2025 | 07:10 CEST
Ukraine hangs in the balance, and demand for defense remains high! Rheinmetall, Hensoldt, Antimony Resources, and DroneShield in focus
The latest geopolitical tensions and the Trump-Putin summit in Alaska highlight how fragile global supply chains currently are due to high levels of uncertainty—especially for European industry, which is suffering from energy shortages and trade blockades. This situation is reflected in the capital markets, where interest rates are trending upward and risk premiums are increasing. Nevertheless, new record highs are being recorded almost daily. Under pressure from rising commodity prices, Western industrial companies in particular are facing the challenge of realigning their procurement strategies in order to survive in an increasingly fragmented global trade environment. This opens up opportunities for investors who respond flexibly and resiliently to these changes. So which investments should investors focus on to successfully navigate their portfolios through this turbulent phase of global upheaval?
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Commented by Fabian Lorenz on August 18th, 2025 | 07:20 CEST
Defense rally after summit flop? Rheinmetall, Hensoldt, Volatus Aerospace!
Are defense stocks taking off again? The meeting between Donald Trump and Vladimir Putin on Friday had been eagerly anticipated. But the "peace summit" turned out to be just a PR stunt. Russia continues its massive attacks on Ukraine, with no end in sight. As a result, the consolidation phase in defense stocks may now be over. One candidate for a strong rebound is Volatus Aerospace. The Company appears to be helping NATO get up to speed in the drone sector and has a strong second pillar in the non-military sector. Among the German heavyweights, weak order intake had caused disappointment. Now the shares could be heading back toward their all-time highs. At Rheinmetall, a personnel change is making additional headlines.
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Commented by Nico Popp on August 13th, 2025 | 07:00 CEST
50% upside potential – And what lies beyond? Almonty, Hensoldt, and MP Materials
This is a week of truth for Ukraine. However, there are many indications that no resolution will be reached by Friday: the global power blocs continue to face off against each other, and security will continue to dominate the international agenda. More and more investors are realizing this and understand that defense is much more than just a passing trend. In line with this shift in perception, several respected research firms have recently published studies on Almonty Industries. As the only significant Western tungsten producer, Almonty plays a crucial strategic role, particularly as the US will ban the use of Chinese tungsten for military purposes starting in 2027. Here, we outline what this means for investors today and why the conditions for Almonty are unique.
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Commented by André Will-Laudien on August 12th, 2025 | 07:25 CEST
Crash in the defense sector? Geopolitical conflicts drive up metal prices! Rheinmetall, Sranan Gold, Hensoldt, and RENK
Strategic metals are a decisive factor in the economic strength and military power of entire nations. International hotspots like the Middle East, Ukraine and, most recently, Africa are exacerbating shortages, as long-established trade routes can collapse abruptly. The high concentration of production in a few countries increases the vulnerability of supply chains to political intervention. Export bans, sanctions or targeted supply restrictions by China or Russia can quickly lead to critical supply shortages. In this environment, precious metals like gold, which is currently trading at historic price levels, are becoming even more important for investors, not least against the backdrop of record-high government debt worldwide. Those who act flexibly can benefit from this commodity dynamic. The long-running favorites of recent months in the defense sector now appear to be consolidating. Where to put the money?
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Commented by Fabian Lorenz on August 11th, 2025 | 07:00 CEST
Rheinmetall & Hensoldt disappoint! The real WINNERS of the DEFENSE BOOM: Alzchem and Almonty!
Rheinmetall and Hensoldt have disappointed stock market investors with their quarterly figures. Growth, profitability, and, in particular, order intake are lagging behind high expectations. Are the second-tier companies perhaps the real winners of the defense boom? Namely, the suppliers that can deliver to virtually every defense contractor. Take Almonty, for example. The tungsten specialist is inundated with inquiries and is set to begin operations at the largest Western mine later this year. Defense contractors can only dream of such profit margins. Analysts see more than 50% upside potential. Alzchem is also doing good business with numerous defense companies. Among other things, the German company supplies specialty chemicals for explosives. A new major shareholder is causing a stir. However, not all analysts see room for further price gains.
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