RENK AG O.N.
Commented by André Will-Laudien on June 24th, 2026 | 08:25 CEST
Defense and Critical Metals: New Investment Opportunities! Rheinmetall, Renk, Almonty Industries, and RTX in Focus
Supply Chain Problems! US President Donald Trump has summoned leading defense contractors to the White House because the US is concerned that its missile and ammunition stocks are too low following its involvement in the Iran War, according to the Wall Street Journal. The meeting will focus on how to quickly ramp up production to rapidly replace, above all, Patriot interceptor missiles, Tomahawk cruise missiles, and other critical munitions. Expected participants include Lockheed Martin, RTX, Boeing, L3Harris, Northrop Grumman, and Honeywell Aerospace, among others. The companies have agreed in principle to expand their capacities but are still waiting for the necessary funding and binding contracts. That is precisely where the problem lies at the moment: The US has a debt problem, and without budgetary funds or a congressional agreement on special appropriations, the planned contracts cannot be finalized legally. At the same time, Trump is urging the industry also to use spare capacity from other sectors—such as automakers—for weapons production. Defense seems to be overshadowing all other major issues in the US. The stock market clearly sees things differently! Where do the opportunities lie for investors?
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Commented by Lars Winter on June 18th, 2026 | 06:30 CEST
Almonty, RENK, and SGL Carbon: Three Promising Stocks for the New Order in Raw Materials and Defence
The new world order and geopolitical uncertainty are bringing even obscure raw materials—such as tungsten, graphite, specialty steels, and high-performance materials—into the spotlight on the stock market. Rising defence spending, artificial intelligence (AI), and the desire for independent supply chains are suddenly turning niche topics into investment stories. Three exciting stocks in this sector are Almonty Industries, RENK, and SGL Carbon.
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Commented by Fabian Lorenz on June 17th, 2026 | 07:25 CEST
A New Era at RENK, Pressure at Siemens Energy, and Power Metallic Mines in the Copper Supercycle
Is RENK ushering in a new era? At the defence trade show in Paris, the company, together with a partner, unveiled an autonomous tank. This shows that RENK intends to offer more than just transmissions in the future. This is certainly the right move. Can the stock benefit from it? Power Metallic Mines aims to capitalize on the copper supercycle. To that end, the company is developing what is likely one of the world's most exciting multi-metal projects in Canada. Several milestones are expected to be reached in the coming months. Analysts see more than 100% upside potential. Analysts are also bullish on Siemens Energy. The stock appears to have already recovered from its minor correction. Most recently, the CEO dismissed concerns regarding a potential AI concentration risk. Customers are even applying pressure. Could the DAX stock rise to EUR 250?
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Commented by Carsten Mainitz on June 11th, 2026 | 07:10 CEST
War, Armament Build-Up, Commodity Shortages—Take Advantage of Pullbacks in Almonty, Rheinmetall, and RENK!
The sharp correction in defence stocks over the past few months has unsettled investors. Analysts have significantly lowered their price targets, and sentiment has turned negative. However, the underlying fundamentals remain unchanged. Geopolitical tensions around the globe are rising, defence spending is reaching record levels, and there is no end in sight to global rearmament. For this reason, the current pullback presents an attractive entry opportunity. This applies in particular to Almonty Industries shares. Recently, the tungsten producer raised USD 800 million in fresh capital through a convertible bond. Investors can therefore expect value-enhancing acquisitions of assets and companies.
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Commented by Fabian Lorenz on June 10th, 2026 | 07:00 CEST
Insider Alert at Rheinmetall! No Panic at Almonty! And What About RENK?
This is what confidence looks like. Since early May, insiders at Rheinmetall have purchased shares worth more than EUR 6 million. In particular, CEO Armin Papperger stands out, having demonstrated strong timing with his purchases in the past. Sharp pullbacks are not unusual for Almonty Industries and have historically proven to be attractive entry opportunities. The odds are good that this will be the case again. Following the placement of a convertible bond, the tungsten producer's stock has declined by around 20%. Attention is expected to shift back to fundamentals, which continue to support a positive investment case for Almonty shares. The Financial Times recently reported that Chinese companies are acquiring tungsten scrap in the US. Will Almonty use the fresh capital to extend its value chain? In any case, CEO Lewis Black, himself a major shareholder, has already earned a significant vote of confidence from the market.
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Commented by Fabian Lorenz on June 4th, 2026 | 07:50 CEST
Plug Power in Rally Mode! Robotics Potential at RENK and First Hydrogen
Plug Power's stock has more than doubled since late February. It broke through the USD 4 mark earlier this week. But the rally will eventually need to be backed up by operational news. At least there was a recent capital increase. At First Hydrogen, the revaluation has only just begun. The company aims to make its mark in robotics and drones. It is targeting an interesting niche within the multi-billion-dollar markets. The stock does not appear expensive. Analysts recommend buying RENK, though the price target has been lowered. However, as is the case across the entire defence sector, momentum is lacking. But this could change soon. A defence trade show is coming up, and RENK is offering an interesting outlook.
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Commented by Armin Schulz on May 25th, 2026 | 08:10 CEST
Rheinmetall, Antimony Resources, and RENK Group: Your Gateway to the Defence Boom and Its Lucrative Supply Chain
Created and published on behalf of Antimony Resources Corp.
Billions are flowing into Europe's defence sector—but behind the impressive order books lies a risk: the shortage of critical raw materials. While tanks and transmission systems are the obvious winners of the rearmament wave, the invisible foundation of many defence technologies is coming under increasing pressure. A strategic metal whose supply chains are dominated by China could become the Achilles' heel of the entire industry. From the established defence conglomerate Rheinmetall to the raw materials explorer Antimony Resources and the specialized drivetrain manufacturer RENK Group, they all have one thing in common: they are benefiting from the defence boom.
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Commented by André Will-Laudien on May 25th, 2026 | 07:55 CEST
Defence Stocks in a Race Against Time: Are Rheinmetall, Strategic Resources, CSG, and RENK Still a Buy?
The bull run in defence and military stocks lasted nearly four years. At their peak, some stocks were valued at 10 times revenue, with P/E ratios reaching 100. Currently, however, a shift in thinking is taking place, as the contracting nations are heavily indebted and cannot simply keep increasing their defence budgets after the generous adjustments they have already made. This partly explains the recent dip in the sector's stock prices. Yet the stock market is playing out this theme across multiple channels. Defence stocks benefit in the long term from higher government spending, while commodity markets—particularly for steel, copper, aluminum, nickel, titanium, tungsten, and specialty chemicals—must respond to the higher underlying demand. At the same time, fiscal burdens are rising, so capital markets as a whole must distinguish between security-related demand and growing budget risks. The underlying trend is that inflation is rising due to money supply expansion, with necessary interest rate hikes as a further consequence. How should investors reconcile these trends?
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Commented by Fabian Lorenz on May 22nd, 2026 | 06:45 CEST
Sell RENK Shares? Buy Standard Lithium or Globex Mining After the Correction?
Commotion at RENK! Major shareholder KNDS has unexpectedly cashed out. The sale of about 5% of RENK shares raised approximately EUR 269 million. Analysts find the reasoning behind the move implausible. Does KNDS perhaps intend to develop fewer land systems in the future? However, experts see no reason to panic. There are clear arguments in favour of buying Globex Mining Enterprises. Following the recent correction, the shares of this resource incubator appear attractively valued. For investors seeking reduced-risk exposure to the highly profitable exploration sector, the stock deserves close attention. The risks of individual explorers is illustrated by the performance of Standard Lithium. While Globex shares have risen 20% this year, Standard Lithium is down roughly 20%. The key question is whether recent news flow can trigger a turnaround.
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Commented by Fabian Lorenz on May 19th, 2026 | 07:25 CEST
BUY RECOMMENDATIONS for RENK and Desert Gold! SHOCK for Evotec!
While gold prices are weakening, Desert Gold shares are in a clear uptrend. And if analysts are to be believed, a tenfold increase is possible. Desert Gold is set to become a gold producer in just a few months and generate strong cash flows. And it does not matter whether gold is trading at USD 4,000 or USD 6,000 per ounce. RENK stock has been upgraded to "Buy." Not because the future outlook has improved, but because the price has plummeted. This means the valuation now offers upside potential again. The growth prospects are quite positive. Meanwhile, analysts have recently noted a lack of growth prospects at Evotec. For many, "Project Horizon" focuses too heavily on cost reduction. But growth is precisely what is expected from a biotech company. And now, the restructuring costs are also to be financed through a convertible bond.
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