RENK AG O.N.
Commented by Armin Schulz on August 6th, 2026 | 07:20 CEST
RENK Group, Volatus Aerospace, and TKMS: Defence Boom – Three Ways to Capitalize on the Land, Air, and Sea Opportunity
The West is in the midst of a fundamental overhaul of its security architecture. After years of relying on a relatively stable geopolitical environment, governments are now significantly increasing defence budgets to strengthen military readiness and resilience. As a result, companies supporting this structural transformation of the defence industry are benefiting from long-term demand. Modern defence capabilities are no longer defined solely by the number of platforms deployed, but increasingly by the integration of mobility, intelligence, surveillance, and maritime capabilities. Against this backdrop, RENK Group, Volatus Aerospace, and TKMS each offer distinct ways to gain exposure to the ongoing defence investment cycle. Together, they represent differentiated opportunities across the land, air, and maritime domains of modern defence.
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Commented by Fabian Lorenz on July 28th, 2026 | 07:05 CEST
Turnaround Stocks with Up to 200% Upside? Renk, Eckert & Ziegler and Power Metallic Mines in Focus
Renk's shares have fallen by around 50% since October 2025. Has this created an attractive entry opportunity? Jefferies certainly believes so, assigning the stock a fair value of EUR 60. The company's upcoming half-year results are expected to be strong, with analysts anticipating an improvement in second-quarter margins. The company has reported operational success in the US. Power Metallic Mines could be on the verge of a strong rally. Copper, one of the world's most sought-after metals, is a key component of the company's world-class polymetallic deposit in Canada. Analysts see nearly 200% upside potential, while several important catalysts are expected in the near future. Meanwhile, Eckert & Ziegler has been in a downtrend for the past year. The market entry of a new competitor has weighed on the shares, but analysts believe investors' concerns are overdone.
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Commented by Stefan Bode on July 22nd, 2026 | 08:10 CEST
Gold: A Catalyst for Takeovers, with No Reversal in Sight—Commerzbank, Lahontan Gold, Renk, UniCredit
The stock market is constantly in flux, offering investors new opportunities while also requiring a solid understanding of individual sectors and companies. Our latest report highlights three highly intriguing stocks from different sectors that stand out due to takeover speculation, strategic realignments, and strong fundamentals. Whether it is geopolitical drivers affecting precious metals, political interventions in the banking sector, or the discrepancy between weak technical charts and operational strength in the defense industry—today's insights provide you with a solid foundation for your upcoming investment decisions.
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Commented by Armin Schulz on July 21st, 2026 | 07:25 CEST
China's Tungsten Grip Begins to Loosen—Almonty Industries Strengthens Defence Supply Chains as RENK and Boeing Secure Multi-Billion-Dollar Orders
The wars in Ukraine and Iran have exposed a critical weakness in the West's technology and defence architecture. Without fire-resistant tungsten, even the most advanced fighter jets remain grounded, and the most precise guided missiles are rendered useless. While combat operations are depleting stockpiles, China has effectively secured a monopoly over the entire supply chain, from the mine to high-performance components. This double squeeze, driven by war-induced demand and Beijing's control over supply, is transforming this critical material into a strategic instrument of power. On the other hand, these tensions are fueling a boom in the defence industry. Meanwhile, these geopolitical tensions are fueling a boom across the defence industry. We take a closer look at the current outlook for Almonty Industries, RENK Group, and Boeing.
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Commented by Matthias Schomber on July 16th, 2026 | 07:25 CEST
AI, Tech, Debt, and Ratings: Oracle Faces a Reality Check, Renk Searches for a Bottom, and Volatus Aerospace May Be Poised for a Technical Breakout
Oracle is pouring billions into the AI frenzy, thereby risking its credit rating. The result: investors are fleeing in droves, and the share price is plummeting. At the same time, Renk's share price has now collapsed by over 50% from its high. The German defence industry's rising star, along with Rheinmetall and Hensoldt, is desperately seeking a foothold. "Collective punishment" is the buzzword here! While the big names dominate the headlines, the Canadian aerospace company Volatus Aerospace may have finally done its technical analysis homework after turbulent times, with an open price gap now closed. Could this be a signal—or a starting gun? We analyze these three different companies and highlight where investors can still find interesting opportunities.
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Commented by Fabian Lorenz on July 16th, 2026 | 07:00 CEST
100% Upside Potential, a Downgrade, and a Sell-Off: Renk, OHB, and Almonty
Analysts see around 100% upside potential in shares of Almonty Industries. Following discussions with the company's CEO, they have raised both their earnings estimates and their price target to USD 33. Even under what they describe as conservative assumptions, the stock is expected to trade at a 2027 P/E ratio of below 10. Analysts are less optimistic about Renk Group. While the transmission manufacturer is expected to deliver solid growth, its valuation is no longer considered attractive. In addition, the long-term shift in defense procurement from tanks toward drones could become a headwind for the company. As a result, the stock has been downgraded. The situation at OHB is even more dramatic. The aerospace company's shares have fallen by more than 50% in roughly two months. Following the recently completed capital increase, investors are now expected to refocus on the company's underlying operational performance.
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Commented by André Will-Laudien on July 3rd, 2026 | 11:00 CEST
Rebound and Straight Back Up: Rheinmetall, Renk, Antimony Resources, TKMS, and Hensoldt
Created and published on behalf of Antimony Resources Corp.
The stock-market carousel keeps turning. While defense stocks were still on the hit list over the past 5 months, an impressive rebound is now underway. Rheinmetall experienced an outright sellout after a large frigate order was awarded to TKMS. Across the sector, the stocks had to absorb discounts of up to 50% after having risen to hype status in the years 2024 to 2025. Another stock caused a stir yesterday: Antimony Resources! After a 90-day consolidation of nearly 70%, new drill results came in. And lo and behold: not only does antimony lie dormant in the ground, but also plenty of gold. Good for anyone who bought in here over the past few weeks. All four stocks on our list still have some catch-up potential in the tank; we analyze why.
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Commented by Fabian Lorenz on July 1st, 2026 | 07:25 CEST
Bombshell, Buy Recommendation, and Upside Potential: RENK, Bayer, and Antimony Resources
Created and published on behalf of Antimony Resources Corp.
A major development has emerged at Antimony Resources. Until now, the investment case centred on the company's potential to develop a world-class antimony project in Canada. Now, gold has entered the picture as well. The analysis of approximately 190 sample intervals has revealed meaningful gold grades, providing investors with another compelling reason to consider the stock. Analysts see the potential for a multi-fold increase in its valuation. Analysts also see an attractive entry opportunity in RENK. In their view, the recent weakness in the share price following the sell-off in Rheinmetall has been overdone. The company could even report a new record in order intake. Meanwhile, the record-breaking lawsuits at Bayer could become more manageable in the future, following the recent US Supreme Court ruling. The stock responded with a strong rally, and analysts remain optimistic. Nevertheless, investors should bear in mind that not all legal cases have been resolved.
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Commented by Carsten Mainitz on June 30th, 2026 | 07:35 CEST
Price pullbacks at Almonty Industries, RENK, and Aixtron present great opportunities!
While the boom in the AI and defence sectors is a familiar topic for most investors, far too little is said about the key raw material without which ammunition and modern semiconductors could not be manufactured. Tungsten combines, like no other metal, the highest melting point with extreme hardness and high density. Demand is rising dramatically while supply remains insufficient, which has led to a veritable price explosion in recent quarters. What poses a challenge for consumers is a major boon for producers. This is particularly true for Almonty Industries. The company is one of the world's leading tungsten producers and is expected to meet 40% of demand outside of China by the end of 2027. Armed with a well-funded war chest, the company also plans to grow through acquisitions. Analysts continue to see upside potential for the stock.
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Commented by Nico Popp on June 26th, 2026 | 07:15 CEST
This Investment Scenario Will Last for Years: Tungsten Giant Almonty and the Demand from Hensoldt, RENK, and Others
On January 1, 2027, the US Department of Defense's import ban on tungsten products from China, Russia, North Korea, and Iran will take effect. Because tungsten is considered an almost irreplaceable element in defense technology, semiconductors, and the aerospace industry, this ban is creating significant time pressure across these sectors. At the same time, the EU is also tightening requirements for raw material sovereignty with the Critical Raw Materials Act (CRMA). China is exacerbating the situation with export restrictions on dual-use materials. As a result, the global tungsten market is sliding into a severe structural shortage. We take a look at where the opportunities lie for investors—and which companies to watch.
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