RENK AG
Commented by Fabian Lorenz on October 22nd, 2026 | 05:34 CEST
Analysts Raise Estimates for Nordex, Renk Shares Climb, and NSJ Antimony Enters the Antimony Market
Created and Published on Behalf of NSJ Antimony Corp.
The antimony market is gaining momentum again. Reuters reported that the EU is seeking closer cooperation with Vietnam to secure its supply of critical raw materials such as antimony. In Canada, Agnico Eagle is seeking to secure exclusive exploration rights at the historic Lake George mine. NSJ Antimony is also active in the region. The explorer has launched a drilling programme and is valued at less than CAD 20 million. Nordex currently has a market capitalisation of EUR 9.15 billion. Following the convincing preliminary figures, analysts have raised their short- and medium-term estimates. However, they are also issuing warnings. For defence companies such as Renk, warnings have recently grown that the defence boom will not last long enough to justify valuations. Renk counters with an order.
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Commented by Fabian Lorenz on October 13th, 2026 | 05:36 CEST
Plug Power Losing Hope? Renk Stuck in a Downtrend? RE Royalties Riding the AI Boom!
A look at Renk's share chart brings no joy. Whether over four weeks, six months or 12 months, the share's performance is deep in the red. Analysts recommend buying, but momentum is lacking across the entire defence sector. The latest order does nothing to change that, even if it shows future potential. For AI to realise its full potential, it needs vast amounts of energy. Accordingly, hundreds of billions of US dollars are being invested in energy infrastructure, particularly in North America. This is precisely the market in which RE Royalties operates with an interesting business model. In its latest interview, the company looks to the future with optimism. By contrast, even Plug Power's most optimistic supporters are probably despairing by now.
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Commented by Matthias Schomber on October 9th, 2026 | 07:15 CEST
Defense and Auto Stocks Stumble: Mercedes-Benz and Renk Seek Support as Lahontan Gold Sparks Imagination!
Should investors be seriously concerned about the performance of the flagship industries right now? The share price action of recent weeks certainly speaks volumes. As dark clouds gather over Stuttgart's automotive industry and even Hollywood stars can barely slow the decline, the once-booming defense sector is suddenly facing unexpected headwinds as well. Yet every volatile market also creates opportunities, often away from the mainstream. Today, we take a closer look at three companies that could be interesting now, or in the future, each in their own way. We start by examining the crisis-stricken automotive assembly lines at Mercedes-Benz, then turn to Renk, where defense margins could become a decisive factor. Finally, we head to usually sunny Nevada to examine a promising resource company that could make waves in the future. Read on! This stock analysis provides interesting facts and highlights potential investment opportunities that could be worth considering for your portfolio.
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Commented by André Will-Laudien on October 6th, 2026 | 07:00 CEST
Defence Boom Meets Critical Metals: Rheinmetall, Renk, Globex Mining and Hensoldt in Focus
The geopolitical turning point is bringing two sectors to the forefront: defence and critical metals. One cannot exist without the other! Consequently, this fateful alliance has triggered an unprecedented supercycle in the financial markets that extends far beyond the traditional high-tech and defence conglomerates. European defence heavyweights such as Rheinmetall, Renk, and sensor specialist Hensoldt are enjoying historic order backlogs and benefiting from government rearmament programs worth billions. This is now bringing the fundamental basis of this boom sharply into focus for investors. After all, producing defence systems of all kinds depends entirely on a secure supply of strategic and critical metals. However, massive demand for military hardware is clashing with global supply chains under extreme strain from raw material shortages and the accelerating subsidy race in the West. This is where exploration and licensing companies like Globex Mining come into their own—they possess a diversified portfolio of strategic properties in politically stable regions and secure the foundations of industrial independence. Since no modern air defence system or military microchip network can exist without copper, silver, nickel, or rare earth elements, the mining and defence technology sectors are inextricably linked on the stock market. For forward-thinking investors, this symbiosis offers rare leverage.
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Commented by Fabian Lorenz on October 2nd, 2026 | 07:05 CEST
RENK Under Pressure! Buy Signals for TKMS and Almonty
Alarm at Renk. The stock has slipped below EUR 40. It has now more than halved in value since its all-time high in October 2025. An analyst's comment sparked renewed unease. The comment warned of a potentially disappointing third quarter of 2026. Almonty shares are recommended as a "Buy". Analysts expect the tungsten producer to significantly increase revenue and profits in the coming years. Revenue is projected to exceed USD 1 billion in 2028. Almonty is then expected to be the largest Western supplier of this critical raw material. Analysts also recommend buying TKMS shares. A record order is taking shape. The order book is already full. The stock, however, is struggling.
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Commented by Carsten Mainitz on October 1st, 2026 | 07:40 CEST
Full Order Books, Weak Share Prices: Is This a Buffett Opportunity? Almonty Industries, Rheinmetall and Renk in Focus!
The defense boom is still going strong, but the tide has turned on the stock market. Following the sharp price gains of recent years, investors are becoming more selective. This is evident in Rheinmetall and Renk, whose stocks have come under pressure despite strong long-term demand. Meanwhile, Almonty Industries, a company operating at a different point in the value chain, remains in the spotlight. The South Korean tungsten mine Sangdong has received the green light to begin commercial operations at its processing facilities. Tungsten is considered a strategically important raw material for the defense and high-tech industries, and Almonty aims to position itself as the largest Western supplier in a highly concentrated market. Where are the greatest opportunities now?
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Commented by Jens Castner on September 29th, 2026 | 07:15 CEST
Raw Materials, Defense and Aerospace: Spectacular Price Targets for Almonty, Renk and OHB
September is traditionally not the best month for the stock market, which is why the DAX, Dow Jones, and others have struggled recently. During these periods, it is worth looking at second- and third-tier stocks. After all, individual stocks in this segment offer tremendous potential—if analysts are to be believed. Sensational studies were released last week on Almonty Industries, Renk and OHB. At first glance, a mining company, a transmission manufacturer, and a satellite builder have little in common. But on closer inspection, all three raise the question of how independent the West wants to be in the future when it comes to raw materials, defense, and space infrastructure. All three stocks are trading well below their all-time highs and offer upside potential ranging from 60% to over 100%.
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Commented by André Will-Laudien on September 22nd, 2026 | 07:20 CEST
Tanks, Ships, and Ammunition: How Rheinmetall, Renk, thyssenkrupp, TKMS and Power Metallic Mines Can Make Your Portfolio Bulletproof
Geopolitical upheavals are throwing global markets into turmoil and forcing investors to rethink their strategies. It is becoming increasingly clear: The European defence industry is heading toward a massive wave of market consolidation. However, disillusionment is setting in among the defence industry's former high-flyers following the initial hype, as the internal work required for integration is far from complete and operational potential has been overestimated. Completely detached from this trend is the Essen-based maritime division, which has secured a front-row seat thanks to a government deal worth billions. A massive fleet order is injecting a whole new dynamic into the sector. Naturally, strategic raw materials are also taking centre stage, since without them, not a single tank can roll, or a single ship can be launched. In this segment, the wheat is currently being separated from the chaff, as concrete facts and proven reserves far outpace utopian dreams of the future. Investors who want to profit from this tension and build a crisis-proof portfolio must now spread their risks extremely wisely across the globe.
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Commented by Carsten Mainitz on September 18th, 2026 | 08:00 CEST
What If Diesel Stays Longer Than Expected? dynaCERT's Bridge Technology, Deutz and Renk in Focus
The stock market loves clear visions of the future: batteries instead of internal combustion engines, green hydrogen instead of fossil fuels, electric motors instead of diesel engines. Turning these visions into reality takes time and is more challenging than many assume. Investments, service life, cost-effectiveness, and infrastructure all add complexity to the decision-making process. This makes bridge technologies even more important, since millions of trucks and construction machines will not disappear overnight. This is where dynaCERT comes in. The Canadian company does not aim to replace diesel, but rather to make its operation more efficient. Its proprietary HydraGEN™ solution generates hydrogen and oxygen on demand and feeds the gases into the diesel engine's air intake system, reducing fuel consumption and emissions. How are the automotive and defence industries positioning themselves in light of these developments? What conclusions can investors draw regarding Deutz, Renk, and dynaCERT, and where do the best opportunities lie?
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Commented by Carsten Mainitz on September 10th, 2026 | 08:10 CEST
Korea, Supply Chains and Naval Power: How Almonty Industries Is Laying the Foundation for Defence Champions Renk and TKMS
Global value chains are being realigned. Fueled by ongoing geopolitical tensions, global supply chain restructuring and historic rearmament programs, the spotlight is shifting to companies that form the physical backbone of Western industry and defence. Investors looking to capitalize on tomorrow's trends can no longer ignore critical metals like tungsten and specialized defence companies. Almonty is positioning itself as a strategic tungsten supplier for Western industry and is helping to reduce dependence on China's dominant market position for this key metal. Analysts are bullish. Renk supplies indispensable key components for military vehicles through its specialized propulsion systems, while TKMS, with its submarines and naval vessels, stands for the security of sea lanes and maritime deterrence. Critical raw materials, military mobility, and modern fleets—where are the most attractive stock market opportunities?
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