HENSOLDT AG INH O.N.
Commented by André Will-Laudien on July 9th, 2025 | 07:25 CEST
1,000 tanks for NATO - another 150% with armaments and gold? Rheinmetall, Dryden Gold, Hensoldt, and RENK in focus
The news hit like a bombshell. NATO plans to deploy up to 1,000 modern main battle tanks along its eastern flank. Amid growing tensions with Russia and against the backdrop of the ongoing war in Ukraine, the defense alliance is sending a clear signal of deterrence. The plan is part of a comprehensive rearmament program to strengthen what is called "Forward Defense." Germany, Poland, and other Eastern European member states, in particular, are set to serve as logistical and operational hubs. It is not just about tanks; ammunition, spare parts, and maintenance infrastructure are also to be built up on a large scale. In addition, the defense sector will see investments of over EUR 1 trillion over the next decade. Reason enough for the next price explosion at Rheinmetall and Co. Security is also likely to be the reason for the impressive gold rally since the beginning of the year. Where will it end?
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Commented by André Will-Laudien on July 8th, 2025 | 07:20 CEST
Attention: Critical Metals as Future Boosters! thyssenkrupp, Power Metallic, Hensoldt, and Nordex
The start of the second half of the year is bringing new record highs, but volatility remains high. The stock markets are currently in turmoil, with prices changing direction almost daily. This is driven by new headlines about trade tariffs, geopolitical power games, and the question of global security. While the world is currently focused on armed conflicts, a key issue is increasingly coming to the fore for stock market traders: critical metals. These raw materials, ranging from rare earths and copper to gallium and titanium, are the backbone of modern technologies, green transformation, and military strength. In the defense industry, shortages of critical metals could now become a strategic risk, a fact that many still underestimate. Western industrialized nations are therefore increasing efforts to secure raw material sources and reduce their dependence on geopolitically fragile suppliers. Where are the new high-yield champions for your portfolio?
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Commented by Nico Popp on July 7th, 2025 | 07:15 CEST
Is this trend the next big thing? Hensoldt, BASF, Antimony Resources
Antimony is used in many high-tech applications, including the F-35 fighter jet. But as with tungsten, China also dominates the market for antimony. This unique semi-metal is found in the products of many German industrial companies. A young raw materials company from Canada is now preparing to produce antimony outside China and ensure security of supply. Following the recent release of outstanding drilling results, potential industrial partners are likely to be taking notice. How dependent are Hensoldt and BASF on antimony, and could Antimony Resources become the next Almonty?
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Commented by Fabian Lorenz on June 27th, 2025 | 07:00 CEST
Almonty Industries shares EXPLODE! Rheinmetall, Renk, and Hensoldt left in the shadows!
Almonty Industries' share price has gained over 20% in recent days. On its current home exchange in Toronto, the market capitalization has now surpassed the important CAD 1 billion mark. The upcoming IPO on the NASDAQ is a contributing factor to the price surge, but there are many other reasons! The shares of what will soon be the largest tungsten producer outside China are in a perfect storm of positive momentum. The 5% defense spending target agreed upon by NATO countries is also pushing the stock higher. The shares still appear to be an attractive buy. Analyst price targets have not yet been reached and are likely to be raised soon. Almonty currently overshadows Rheinmetall, Renk, and Hensoldt – and rightly so.
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Commented by André Will-Laudien on June 25th, 2025 | 07:10 CEST
Geopolitical wild card: Almonty on track for another price surge, overtaking Rheinmetall, Hensoldt, and RENK
Almonty Industries (TSX: AII; WKN: A1JSSD; ISIN: CA0203981034; CAD 3.23) remains in the spotlight, and rightly so! The tungsten resource stock has been one of the absolute top performers so far in 2025 and has the potential to move into a completely new league. All signs point to a revaluation. What is developing here is more than just a mining project; it is a geopolitically highly relevant raw materials offensive with billion-dollar potential. Amid escalating trade conflicts, China is sending a strategic counter-signal and restricting exports of key metals. Tungsten is thus becoming a critical element for high-tech, aviation, and defense and is now at the top of governments' procurement lists. This is precisely where Almonty comes in. With the Sangdong mine in South Korea, the largest Western tungsten supplier outside China will be established by 2025. US defense companies are already securing the coveted resources – long-term, exclusively, and strategically. The confidence is huge, and the timing is perfect. Those who get in now could ride the next wave of growth. A surge in valuation is more than just likely; it is inevitable!
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Commented by Fabian Lorenz on June 17th, 2025 | 07:30 CEST
BUY NOW!? Hensoldt, TUI, and Walmart partner MiMedia
Is the consolidation at Hensoldt already over? The sensor technology specialist's shares got off to a good start this week. The trade fair that began yesterday could provide momentum. Among other things, Hensoldt is showcasing radars used in Ukraine as part of the IRIS-T SLM air defense system. Analysts certainly see upside potential. MiMedia shares are also exciting. Chart-wise, the Walmart partner's stock appears to be on the verge of a breakout. The cloud insider tip's previously announced partnerships should start bearing fruit in the second half of the year. In contrast, TUI shares are currently facing some headwinds. The conflict in the Middle East is weighing on the aviation and tourism industry, and there is a dispute with Airbnb over overtourism.
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Commented by André Will-Laudien on June 16th, 2025 | 07:15 CEST
Gaza, Iran, Ukraine – Conflicts are driving up metal prices! Rheinmetall, European Lithium, Hensoldt, and RENK
The problem is getting bigger! Strategic metals are currently having a massive impact on the geopolitical balance of power, as they play a decisive role in determining the economic and military capabilities of countries. Conflicts such as those in Gaza, Ukraine, and, more recently, Iran are exacerbating shortages because long-standing trade relationships can be terminated overnight. The concentration of metal production in a few countries makes supply chains vulnerable to political influence. Export restrictions, embargoes or targeted shortages imposed by China or Russia can lead to bottlenecks in consumer countries and severely affect the economy. We describe the current situation and offer solutions for dynamic investors.
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Commented by André Will-Laudien on June 9th, 2025 | 07:05 CEST
Print money now! Gold over 3400, silver already at 36 – Barrick, Globex Mining, First Majestic, D-Wave, and Hensoldt
Debt and inflation are causing yields to rise, and now gold and silver are also booming! In addition to defense and high-tech stocks, investors have finally taken a liking to precious metals. Commodity investors have had to wait a long time for this moment, but now prices are rising rapidly. Investors should add stocks like the long-overlooked Barrick Mining and First Majestic Silver to their portfolios, while Globex Mining is an outright buy. The Company holds over 250 properties, which are currently increasing in value daily. On the other hand, the high-tech stock D-Wave and the defense stock Hensoldt have already advanced excessively. We can help with portfolio rebalancing.
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Commented by Nico Popp on June 5th, 2025 | 16:10 CEST
Urgent: NATO approves largest rearmament program since the Cold War - Almonty, Hensoldt, Rheinmetall
The news is a bombshell: In light of an acute threat from Russia, NATO is opening the money floodgates. The most extensive rearmament since 1990 not only provides for a massive increase in conventional military capabilities, but also reveals the dependence of modern armed forces on critical raw materials – especially tungsten. The decision was made during a meeting of NATO defense ministers in Brussels and has far-reaching consequences. For investors, but also for all of us.
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Commented by André Will-Laudien on June 4th, 2025 | 07:00 CEST
With gold over USD 3,400 - 100% gains in no time: Gerresheimer, Desert Gold, Hensoldt, and RENK
Rumors about Jerome Powell's resignation were circulating at the beginning of the week. Described as very "hawkish," meaning he strictly aligns interest rates with inflation, he is an uncomfortable contemporary for President Donald Trump. The US administration needs a lot of money to get the outdated infrastructure and the entire economy back on track. Numerous campaign promises for a flourishing America can only be fulfilled by the flamboyant frontman if sufficient funds are available. This is a difficult undertaking due to the very high level of government debt. The credit rating agency Moody's is not intimidated by the president's threats and recently downgraded the US credit rating by one notch to AA1. Triple-A status is now history. This is a perfect setup for gold, with the precious metal rising again to over USD 3,400. Where are the opportunities for investors?
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