RENK AG O.N.
Commented by Fabian Lorenz on October 8th, 2025 | 07:05 CEST
New opportunities in GOLD and defense! Are Steyr Motors and AJN Resources better than RENK? Profit-taking at First Majestic?
The rally in defense, gold, and silver is underway! Is it time to take profits and take a closer look at latecomers like Steyr Motors and AJN Resources? Steyr is digesting its 200% rally since March and continues to deliver positive news. AJN Resources shares have catch-up potential in the gold sector. In the vicinity of a mega mine, the Company's project shows potential for several million ounces of gold. Exciting results are expected in the coming weeks. And what are the core investments RENK, Barrick Mining, and First Majestic Silver doing? Are gains of up to 380% enough?
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Commented by Carsten Mainitz on October 7th, 2025 | 07:45 CEST
Aspermont, Palantir, RENK – AI sets the pace. Where is the next run?
International stock markets are booming. The Dow Jones recently surpassed 47,000 points, seemingly unaffected by the US government shutdown. The topic of artificial intelligence (AI) continues to be the focus of investor interest, and recent company announcements are causing a stir. Japanese electronics giant Hitachi and ChatGPT provider OpenAI are partnering to build AI infrastructure and global data centers. Meanwhile, Fujitsu and leading AI chip manufacturer Nvidia are expanding their collaboration and plan to jointly develop a platform that uses AI in a targeted manner for specific industries, such as healthcare and robotics. In view of the AI boom, it is becoming increasingly compelling to explore second- and third-tier stocks that could benefit from the surge in innovation and investor interest.
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Commented by André Will-Laudien on October 6th, 2025 | 07:10 CEST
Defense first, then sell – Now it is time to load up on critical raw materials! Globex Mining, Hensoldt and RENK
Daily madness on the capital markets. While foreign drones circle over NATO territory conducting espionage, politicians in Brussels feel compelled to increase defense budgets once again. Even Ursula von der Leyen feels the pressure to act at the Denmark summit: "We must invest in real-time space surveillance so that no troop movements go unnoticed. We must heed the call of our Baltic friends and establish a drone defense system. This is not an abstract ambition – it is the basis of credible defense!" This is the next boost for the defense industry, and for the raw materials stock Globex Mining, things are really taking off now! We highlight which stock could become the next big gainer.
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Commented by André Will-Laudien on September 30th, 2025 | 07:10 CEST
Gold boom boosts critical metals! Another 100% with Power Metallic, BYD, Hensoldt and RENK
The geopolitical situation continues to escalate, but the stock markets continue to boom! Trade conflicts, sanctions, and military tensions dominate the headlines, but behind the front lines of a new Cold War, another competition has long been raging: the battle for access to critical metals. Without copper, lithium, nickel, cobalt, or rare earths, not only would the e-mobility revolution come to a standstill, but defense technologies, digitalization, and the energy transition would also grind to a halt. Supply chains are coming under increasing pressure from geopolitical power games, and the battle for resources is becoming a key strategic factor in a multipolar world order. For Western industrialized nations, security of supply is becoming a matter of survival, and for investors, this is creating new opportunities. Anyone looking for tomorrow's winners today should keep a close eye on the global raw materials poker game.
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Commented by Fabian Lorenz on September 23rd, 2025 | 07:20 CEST
NATO under pressure! Almonty target price rises! RENK not a favorite at Goldman Sachs! DroneShield hits milestone!
Russia is testing NATO! Drones and fighter jets are repeatedly being spotted in European airspace, showing that de-escalation is not happening. NATO must continue to strengthen its defenses. This offers opportunities for investors across the entire value chain of the defense industry. In the raw materials sector, Almonty shares are a top pick. Analysts expect the tungsten producer to see an explosion in profits in the coming years and are raising their price target. Could the US government even step in? DroneShield has reached a milestone thanks to follow-up orders from the US Department of Defense. The drone defense specialist sees itself well-positioned for the future. Goldman Sachs has commented on RENK for the first time, but the analysts have other favorites.
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Commented by Fabian Lorenz on September 19th, 2025 | 07:00 CEST
Buy Nordex shares? RENK is betting on vehicle manufacturing! Is Graphano Energy too cheap?
No battery works without graphite. At the same time, the raw material is scarce and geopolitically sensitive. This benefits Graphano Energy. Is the stock undervalued? The Company is facing important months ahead. RENK shares are not cheap. But the supercycle in the defense industry is expected to generate strong profits over the coming decade. To handle the anticipated flood of orders, RENK is relying on production standards from the automotive industry. And what about Nordex? Investors are concerned about political headwinds. But analysts are offering reassurance and recommend buying the stock.
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Commented by André Will-Laudien on September 18th, 2025 | 07:20 CEST
Margins war and soaring commodity prices! Caution advised on BYD, Mercedes, RENK, and European Lithium
So far, September has turned out to be a month of bliss. It appears that the stock market already underwent its full correction back in April. Investors are still buying high-tech and AI stocks, seemingly unconcerned by valuations of historic proportions. In the wake of this super bull market, automakers BYD and Mercedes have recently suffered significant price corrections. At the same time, the wave of euphoria surrounding defense stock RENK now appears somewhat exaggerated. The rally around critical metals has also driven European Lithium and its US subsidiary Critical Metals significantly higher. With commodity prices recently exploding, however, the rally here is likely only just beginning. We take a closer look at the numbers.
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Commented by Armin Schulz on September 17th, 2025 | 07:10 CEST
Rheinmetall, Almonty Industries, RENK: The next wave of the defense stock mega boom is rolling in
Geopolitical tensions and a paradigm shift toward increased national security are fueling a sustained boom in the defense industry. Rising budgets worldwide are ensuring full order books and unprecedented growth prospects for specialized companies. This development is making defense stocks one of the most dynamic, albeit controversial, investment themes. Three listed companies that are perfectly positioned to capitalize on this environment are Rheinmetall, Almonty Industries, and the RENK Group.
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Commented by Carsten Mainitz on September 17th, 2025 | 07:05 CEST
Pure Hydrogen, Rheinmetall, RENK – Tailwind from the Fed and positive news
This week, decisions from several central banks are on the agenda. The US Federal Reserve is considered the most important signal setter. Investors firmly expect the Fed to cut interest rates by 25 basis points. In addition, stock market participants are eagerly awaiting signals from Fed Chair Jerome Powell regarding the further pace of monetary easing. Stocks from the commodities and defense sectors remain at the top of the list of favorites.
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Commented by Armin Schulz on September 12th, 2025 | 07:00 CEST
NATO attack!? How to IMMEDIATELY arm your portfolio with RENK Group, Antimony Resources and Deutz
The presence of Russian drones on Polish territory - a NATO member - marks a dangerous escalation in the security situation. With a swift ceasefire in Ukraine increasingly seeming a distant prospect, investors should refocus their attention on defense stocks. This new escalation is directly fueling demand for modern defense technology and opening up tangible opportunities for investors in specialized suppliers. Three companies that stand to benefit directly from this trend are RENK Group, Antimony Resources and Deutz.
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