RENK AG O.N.
Commented by André Will-Laudien on April 7th, 2026 | 07:10 CEST
Iran Crisis: Billions in Weapons and Technology – Are Rheinmetall, RENK, and Group Eleven Set to Soar?
Later today, the next—already postponed—ultimatum regarding the reopening of the Strait of Hormuz could begin to unfold with significant consequences. US President Donald Trump has made it unmistakably clear on his own social media platform that the West will no longer tolerate the restriction or threat to international trade routes. For investors, this underscores a critical reality: the supply of industrial goods is increasingly fragile and may require fundamental restructuring over the long term. Ongoing conflicts, particularly in the Middle East, are forcing a rethink of global sourcing strategies for raw materials and industrial inputs. It is widely understood that building alternative supply chains will take years—if not decades. Europe, in particular, which is already under pressure, must address structural deficits across multiple sectors. For policymakers, the message is clear: decisive action is required. Meanwhile, Group Eleven Resources holds land rights covering more than 500 sq km with mineralization in critical metals—positioning it within this broader strategic shift.
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Commented by Carsten Mainitz on March 20th, 2026 | 08:10 CET
Quality stocks at bargain prices: Almonty Industries, Rheinmetall and RENK
Rising energy prices and fears of their economic consequences are putting increasing pressure on the global stock markets. What does the future hold amid growing geopolitical tensions and conflicts? While most industries face major challenges, there are clear winners: commodity producers and defense companies. Almonty Industries, in particular, looks extremely attractive during the current correction phase. As the world's leading tungsten producer outside of China, the company carries significant geopolitical importance. A recent major milestone further strengthens its position. Analysts are recommending the stock as a buy.
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Commented by Fabian Lorenz on March 13th, 2026 | 07:10 CET
Nearly 50% upside potential: Rheinmetall, RENK, and Standard Uranium
Buying opportunities are emerging here. After the muted market reaction to the annual results, analysts see a buying opportunity in RENK. According to their estimates, the stock could offer almost 50% upside potential, although there are also more cautious voices. Rheinmetall, too, failed to fully convince the market with its 2025 results and outlook. Given the current valuations, investors appear to be expecting more. In contrast, uranium stocks may be presenting fresh entry opportunities. Driven by the AI boom, industry leaders such as Cameco have already performed strongly. Exploration companies, however, could still have significant catch-up potential. Standard Uranium is pursuing a risk-diversified strategy. The company is exploring a broad portfolio of projects near major players such as Fission Uranium, NexGen Energy, and F3 Uranium. A new drilling program scheduled to begin this month could trigger a revaluation of the stock.
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Commented by Fabian Lorenz on March 9th, 2026 | 07:15 CET
Insider buying! Positive outlook! RENK, Adidas, Silver North Resources
Are Adidas shares a buy now? The CEO has certainly taken advantage of the recent price decline, purchasing shares after the company extended his contract ahead of schedule. The company is noticeably cautious in its outlook for 2026, despite the upcoming Football World Cup. As a result, analysts are lowering their estimates and price targets. Meanwhile, an interesting buying opportunity currently appears to be emerging at Silver North Resources. The price of silver has stabilized in the range of USD 80 to USD 90 per ounce, more than 100% higher than a year ago, providing an excellent basis for silver producers and explorers. Following strong drilling results last year, the company has set ambitious targets for 2026. RENK also plans to continue growing in the current year. The stock reacted to the figures for 2025 and the outlook with a sharp jump in price. So far, however, the gain has only managed to offset the losses recorded earlier in the week.
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Commented by Armin Schulz on March 4th, 2026 | 07:20 CET
The Iran War is driving the war economy – Almonty Industries, Rheinmetall, and the RENK Group under scrutiny
The Iran war is causing oil prices to skyrocket, supply chains to break down, and the global order to falter. While shockwaves are rippling through the energy markets, a contrary movement is emerging on the stock market. Investors are flocking to the winners of this new era. Not only is demand for state-of-the-art defense technology being reignited, but the battle for strategic raw materials such as tungsten, which is essential for armor and guided missiles, has also flared up again. In this environment, three companies at the heart of this development are coming into focus: tungsten supplier Almonty Industries, systems giant Rheinmetall, and drive specialist RENK Group.
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Commented by Fabian Lorenz on February 24th, 2026 | 07:20 CET
International Expansion as a Catalyst? RENK, CHAR Technologies, and SFC Energy enter new markets
CHAR Technologies is likely to achieve a breakthrough this year, both operationally and on the stock market. The company is now bringing its HTP technology for the production of biogas and biochar to Europe. Licensing reduces risks and conserves capital. The first industrial plant has already gone into operation in Canada. Its expansion is being planned, as are further plants in North America. RENK is also gaining momentum in the US. Analysts recently speculated that US business could surprise on the upside from 2028 onwards. New orders are already confirming this. And what about SFC Energy? Following the forecast adjustment last summer, the share is looking for new momentum. This may come from internationalization. However, analysts are not yet convinced.
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Commented by Fabian Lorenz on February 18th, 2026 | 07:20 CET
Nearly 200% upside potential! RENK, Nordex, and Power Metallic Mines shares under analyst review!
Analysts at Noble Capital Markets believe that Power Metallic Mines shares could rise by almost 200%. This is based on the Nisk project, which has developed from a nickel project into a world-class multi-metal project. Recent nearby drilling results suggest even greater potential. The planned IPO in the US could be an additional driver. Nordex shares are recommended as a "Buy" by mwb research. Although analysts are optimistic and see the wind turbine manufacturer on track operationally, the price target is disappointing. At RENK, the recent analyst call by management appears to have been convincing. Expectations for Q4 and the full year 2025 are likely to be met, unlike recently at Rheinmetall.
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Commented by Stefan Feulner on February 17th, 2026 | 08:05 CET
RENK, Power Metallic, American Electric Power – These stocks offer explosive potential
Three trend industries are currently the focus of strategic investors: critical raw materials, energy infrastructure, and storage technologies. While geopolitical tensions are reshaping supply chains, the boom in artificial intelligence and electromobility is driving up demand for metals and power capacity. At the same time, decarbonization and grid stability require huge investments in long-term storage and modern infrastructure. Those who are well-positioned here could be on the verge of a structural growth spurt.
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Commented by Carsten Mainitz on February 16th, 2026 | 07:00 CET
These stocks continue to rise: Almonty Industries, RENK, and Steyr Motors. Do not miss out!
The pause near Almonty Industries' all-time high is likely to prove very short-lived. The arguments in favor of buying the stock are too strong. Several analysts have recently raised their price targets. As one of the world's largest producers of the critical raw material tungsten, the company has geopolitical weight, which is increasing in light of initiatives such as those by the US government to build up strategic reserves of rare earths and other critical raw materials. Several analysts have recently been promoting the two defense stocks RENK and Steyr Motors. Who has the edge?
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Commented by André Will-Laudien on February 13th, 2026 | 07:05 CET
Defense Stocks Consolidate: Sideways Phase or 100% Upside Potential? Rheinmetall, RENK, Hensoldt, Power Metallic, and CSG
Investors would have hoped for a different outcome since October 2025. While commodity stocks climbed to historic highs, the market's former favorites in the defense sector saw their first significant wave of profit-taking. Rheinmetall fell from EUR 2,005 to EUR 1,450, Renk dropped from EUR 95 to below EUR 50, and Hensoldt declined from EUR 117 to EUR 65. Although these stocks later recovered some percentage points, new record highs have yet to materialize. The situation was quite different in the critical metals sector - the supply chain companies serving the defense sector. Since autumn, one thing has become increasingly clear: materials are running scarce. This is because the growth of the newly beloved defense industry requires huge quantities of metal. With high-tech components embedded in virtually all modern systems, copper in particular is in high demand, along with rare earths and tungsten. The recent explosion in copper prices to over USD 13,500 speaks volumes. Investors may want to consider reallocating their portfolios, as high metal prices are likely to lead to declining margins in the future, particularly in the defense sector. Here are a few ideas.
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