RENK AG O.N.
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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Commented by Matthias Schomber on September 9th, 2026 | 09:55 CEST
BMW in Crisis, Renk Corrects! Will Volatus Aerospace Become the Stock of the Hour on the Drone Hype?
Global stock markets remain challenging overall, driven by ongoing crises and wars. Today, we take a closer look at three companies and their stocks that would normally be potential holdings in growth-oriented portfolios. We start with Augsburg-based transmission specialist Renk, whose stock has recently been punished by the market despite strong fundamentals. We then examine the already well-advanced but painful transformation at Bavarian flagship automaker BMW, which has recently shocked investors with weak margins. Finally, we present a company that is still something of a "hidden gem" for many investors: Volatus Aerospace. The Canadian drone specialist has just reached an important milestone and, from a technical analysis perspective, could be on the verge of a breakout. Buckle up - things could get exciting!
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Commented by Fabian Lorenz on September 9th, 2026 | 07:10 CEST
Insider Alert at Deutz! Buy Recommendation for Renk! Drone Potential at HPQ Silicon!
At the start of the year, HPQ Silicon's stock would likely have skyrocketed. Back then, the stock market loved drone stocks. Little remains of that euphoria today. But that is precisely where the opportunity lies for HPQ. The news flow is strong, with several European drone manufacturers currently testing its latest-generation batteries, while the French Army has already placed an order. Deutz is arguably the star among defence stocks right now. An insider continues to buy, and the news flow is also positive. At Renk, analysts believe the recent share price decline has been overdone. They have upgraded the stock. The upside potential is limited, however, and there are risks in the order backlog.
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Commented by André Will-Laudien on September 9th, 2026 | 06:55 CEST
Saxony-Anhalt, Leipzig, NATO and Gold – Here We Go! Rheinmetall, Renk, DRC Gold and CSG Take Center Stage
There is a great deal of activity on the international stage, with several players adding to the tension. In Saxony-Anhalt and around the Leipzig logistics hub, everything is currently revolving around strategic decisions in defence policy with far-reaching implications. NATO is pulling the strings behind the scenes, while demand for security and tangible assets such as gold is reaching new all-time highs. In this highly volatile market environment, defence giant Rheinmetall is taking centre stage with new major contracts and capacity expansions. Close behind are gearbox specialist Renk and the Czech defence group CSG, both showing strong growth. At the same time, DRC Gold is adding the necessary spice to the speculative play on scarce raw materials and crisis protection. This mix of geopolitical necessity and economic dynamism gives the current situation a particularly explosive quality. Now, more than ever, it is essential to set the right course for your investment portfolio!
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Commented by Fabian Lorenz on September 3rd, 2026 | 08:55 CEST
40% Gains Still Not Enough? Almonty Industries, RENK and Verbio
Following a rally of more than 40% in a single month, Almonty Industries' share price is currently taking a brief breather. This pause is unlikely to last long. Analysts see significant upside potential for the leading Western tungsten producer. Furthermore, an export ban on tungsten scrap has recently come into force in the US. The country has no producing tungsten mine of its own—but Almonty intends to change that soon—and the critical raw material is needed for applications including ammunition, missiles, and semiconductors. Verbio shares have also been in demand in recent weeks. Analysts believe the 33% rise in the share price so far this year is not yet sufficient, with further upside potential expected. Among other things, the company's expansion into the US is driving the share price. And what about Renk? Analysts are recommending a "Buy", while production is being significantly expanded. Yet the share price has so far failed to benefit from these developments.
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Commented by Carsten Mainitz on August 26th, 2026 | 07:15 CEST
Perspective Shift: Long-Term Growth at a Discount? Almonty Industries, Renk and Rheinmetall After the Correction
The Western defense boom is running into an often-overlooked bottleneck: tungsten. While China dominates the global market and has restricted exports, Almonty is ramping up operations at the strategically important Sangdong mine in South Korea. At full capacity, the mine is designed to supply around 40% of global tungsten demand outside China. This strategic position, record-high tungsten prices, and a substantial cash reserve, which the company is currently using for share buybacks, underpin Almonty's significant strategic flexibility. Renk and Rheinmetall, as defense contractors, provide the industrial counterpart. Packed order books, rising margins, and a defense cycle that could extend well beyond the current decade support the sector. But can these companies actually handle such enormous growth? Does the recent share price correction now offer an opportunity, or have future expectations simply become too ambitious?
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