RENK AG O.N.
Commented by Carsten Mainitz on February 9th, 2026 | 07:20 CET
New analyst comments: Almonty Industries at all-time high, volatility at Rheinmetall and RENK – What is next?
The latest analyst ratings assess the growth prospects of Almonty Industries and several defense companies. The tungsten producer's stock stands out as particularly positive. The high price level of this critical raw material, combined with rising production volumes, is acting as an enormous profit lever with net margins of around 60% from 2028 onwards. The bottom line is that the experts' verdict on defense stocks is positive. The big picture underpinning this outlook is the tense geopolitical situation and massive increases in defense budgets.
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Commented by Fabian Lorenz on February 4th, 2026 | 07:35 CET
DISAPPOINTMENT at Puma! RENK "Top Pick" or "Hold"? RE Royalties awakens!
We have repeatedly pointed to RE Royalties as an AI beneficiary and dividend gem. The stock has finally been gaining momentum for several weeks now. Nevertheless, the dividend yield is over 10%, and the company plans to continue to push ahead with electricity and energy storage for the AI boom. This suggests that prices will continue to rise. Puma's share price, on the other hand, has been disappointing. The new major shareholder paid EUR 35 per share, but the price on the stock market is below EUR 24. Analysts currently see no upside potential. A takeover could take place in 15 months at the earliest. This means that Puma's operational issues remain in focus. Analysts are divided on RENK. For some, the group is the "Top Pick" in the defense sector. For others, it is merely a "Hold" position.
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Commented by Fabian Lorenz on January 23rd, 2026 | 07:00 CET
World class! Over 80% upside potential! RENK, TKMS, and Power Metallic Mines in focus
Once again, world-class results from Power Metallic Mines. The NISK multi-metal deposit in Canada is delivering exceptional data for gold, silver, copper, palladium, and platinum. Analysts are enthusiastic and recommend the stock as a "Buy" with upside potential of more than 80%. Analysts have never seen such grades before, especially for copper. Like commodities, defense companies are also beneficiaries of geopolitical uncertainty. Most recently, US President Donald Trump's speech at the World Economic Forum in Davos confirmed that old alliances are no longer reliable and that billions must be invested in commodity security and self-defense. RENK and TKMS stand to benefit from this. The shipbuilding group is currently riding a wave of success.
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Commented by Armin Schulz on January 22nd, 2026 | 07:05 CET
The winners of deglobalization: Why Almonty Industries, Rheinmetall, and the RENK Group are now in the spotlight
Geopolitical conflicts and trade tariffs are bringing the era of globalized supply chains to an end. Instead of pure efficiency, strategic resilience now counts. In this upheaval, three fundamentally different companies are defining the pillars of future value creation. A producer of critical raw materials, a defense giant, and a specialist in drive technology. Their common ground is the response to fragmented markets and the pursuit of technological sovereignty. It is worth following the path of Almonty Industries, Rheinmetall, and the RENK Group.
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Commented by André Will-Laudien on January 19th, 2026 | 07:10 CET
Explosive mix: Critical metals and e-mobility! BYD, Mercedes-Benz, Graphano Energy, and RENK in focus
E-mobility in Germany could gain fresh momentum in 2026, as the CDU wing of the federal government is pushing for the reintroduction of purchase incentives for electric vehicles, retroactively including those registered since the beginning of the year. There is still a need for discussion within the SPD due to other issues. German citizens are familiar with the nerve-wracking process of reaching compromises in Berlin, where a new law can only be passed with five other concessions to the coalition partner. This is how grand coalitions work: slowly and tenaciously. Regardless, the public has become accustomed to this carnival event, and for us, stock market traders, it is important to look at the possible effects of such subsidy decisions. According to estimates from the Federal Ministry for the Environment, available funding could support the purchase of up to 800,000 electric vehicles - roughly 1.6% of all registered vehicles in Germany. The planned incentives aim primarily to ease the transition to e-mobility for low- and middle-income households. Do not look a gift horse in the mouth! How are automotive stocks doing on the stock market?
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Commented by André Will-Laudien on January 8th, 2026 | 07:20 CET
ATTENTION - The next 100% opportunity could be here: Almonty, RENK, TKMS, and Infineon
Shares related to artificial intelligence continue to be a major focus in the market, even though the initial euphoria has subsided somewhat recently. Critical voices are increasingly warning of setbacks or even a significant correction. Among these skeptics is the well-known investor Michael Burry, who is said to have bet on falling prices for Nvidia and other industry peers. At the same time, shares linked to critical metals and their industrial end users have once again moved into the spotlight since the turn of the year. This is because tech specialists and AI infrastructure providers are under pressure to meet extremely high requirements in terms of energy supply, computing capacity, speed, and reliability. As a result, further opportunities are emerging for selected stocks. We highlight a few of these potential plays.
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Commented by Armin Schulz on January 7th, 2026 | 07:05 CET
Peace dividend: How Antimony Resources, the RENK Group, and Lockheed Martin are reaping the rewards of military buildup
The new era of security will be decided deep underground in mines. The indispensable raw material for modern defense systems is antimony, a metal that is threatening to disappear from the world market and whose price is rising sharply. This strategic shortage creates a historic opportunity to invest directly at the source. The greatest potential is offered by the exploration company Antimony Resources, whose success in turn drives key suppliers such as the RENK Group and system builders such as Lockheed Martin.
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Commented by Carsten Mainitz on January 5th, 2026 | 07:15 CET
Short-Term Politics, Long-Term Megatrends: Investing in NEO Battery Materials, RENK, and TKMS for 2026!
Following the spectacular arrest of Venezuelan President Maduro by US special forces, the international financial markets are entering a new phase of geopolitical uncertainty with direct and indirect effects on commodity markets and strategic supply chains. Washington's military action in the capital, Caracas, and the subsequent transfer of Maduro to New York have triggered sharp international criticism and raised urgent questions under international law. Despite these challenges, the megatrends of sustainable mobility and energy storage will continue. At the same time, defense industry players remain among the winners. Canadian company NEO Battery Materials is active across all these fields and represents a high-opportunity investment.
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Commented by Fabian Lorenz on December 29th, 2025 | 07:10 CET
Three potential takeover candidates for 2026: Puma, RENK, and CHAR Technologies
Which companies could become acquisition targets in 2026, and where might shareholders benefit from strategic interest? Three names stand out. From the booming energy sector, CHAR Technologies is attracting attention. The Canadian company has only recently been listed on the Frankfurt Stock Exchange, but has already completed its development phase and is targeting strong revenue growth. CHAR benefits from strong partners such as ArcelorMittal, which could easily manage an acquisition. RENK is also a candidate: anchor shareholder KNDS could make good strategic use of an acquisition in the context of its IPO story, and the former RENK CFO is already on board. Things are also likely to remain interesting at Puma. According to analysts, a takeover premium of around 30% could be on the cards.
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Commented by André Will-Laudien on December 23rd, 2025 | 10:10 CET
Top tips for 2026 – Critical metals and armaments! DroneShield, Pasinex, RENK, and Heidelberger Druck in focus
In 2025, there was a pronounced rally in critical metals starting in the summer. This was largely triggered by China, which imposed export restrictions on rare metals and strategic raw materials in response to arbitrary tariff demands from the White House. The metal markets reacted with strong upward movements, and the procurement centers of Western industry reacted even more severely. In view of the needs of the near future, a large number of properties would have to be brought into production in the areas of copper, graphite, lithium, uranium, zinc, and rare earths. However, it takes around 10 years to set up a mine, including all permits and preliminary investigations. Because this is far too long for the current needs, the market is looking at projects that are about to start production or are already producing. We offer a few ideas from the supply chain and potential customers.
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