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Commented by André Will-Laudien on July 9th, 2025 | 07:25 CEST

1,000 tanks for NATO - another 150% with armaments and gold? Rheinmetall, Dryden Gold, Hensoldt, and RENK in focus

  • Mining
  • Gold
  • Defense
  • Investments

The news hit like a bombshell. NATO plans to deploy up to 1,000 modern main battle tanks along its eastern flank. Amid growing tensions with Russia and against the backdrop of the ongoing war in Ukraine, the defense alliance is sending a clear signal of deterrence. The plan is part of a comprehensive rearmament program to strengthen what is called "Forward Defense." Germany, Poland, and other Eastern European member states, in particular, are set to serve as logistical and operational hubs. It is not just about tanks; ammunition, spare parts, and maintenance infrastructure are also to be built up on a large scale. In addition, the defense sector will see investments of over EUR 1 trillion over the next decade. Reason enough for the next price explosion at Rheinmetall and Co. Security is also likely to be the reason for the impressive gold rally since the beginning of the year. Where will it end?

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Commented by Armin Schulz on July 7th, 2025 | 07:10 CEST

RENK, Globex Mining, BYD: The raw materials gap – A threat to defense and e-mobility, An opportunity for miners

  • Mining
  • Gold
  • Defense
  • Electromobility

Global industry is facing a turning point. While defense giants like RENK are experiencing record demand yet continue to face investor skepticism, and electric vehicle leader BYD grapples with market saturation, raw materials are redefining the competitive landscape. Raw materials such as tungsten, antimony, and rare earths are essential for high-tech industries. Globex Mining is directly benefiting from this shortage of strategic metals – an effect that is permeating supply chains, from tank manufacturing to electric vehicle production. The diverging paths of these three players underscore the importance of supply security in determining success. An analysis of the current status of RENK, Globex Mining, and BYD reveals the strategic levers for future value creation.

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Commented by Fabian Lorenz on July 4th, 2025 | 07:00 CEST

Over 100% gains! Better than RENK and DroneShield shares? NATO contract for drone insider tip: Volatus Aerospace!

  • Drones
  • aerospace
  • Defense

Changing of the guard for defense stocks? While RENK shares have lost more than 20% in recent weeks, drone specialists DroneShield and Volatus Aerospace have exploded. Volatus remains relatively inexpensive. Now, the Company has also secured a NATO contract. In terms of valuation, the Canadians remain something of a hidden gem – their peer group is valued significantly higher. That includes DroneShield. The Australians are now valued at more than AUD 2 billion. Admittedly, their pipeline is also impressive. In addition to the drone revolution, a lot of money continues to flow into tanks and other armored vehicles. The German Armed Forces alone plans to procure thousands of new vehicles. RENK wants a large slice of the billion-dollar pie and is investing EUR 500 million. Does this mean the consolidation is now over?

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Commented by Fabian Lorenz on June 27th, 2025 | 07:00 CEST

Almonty Industries shares EXPLODE! Rheinmetall, Renk, and Hensoldt left in the shadows!

  • Mining
  • Tungsten
  • Defense

Almonty Industries' share price has gained over 20% in recent days. On its current home exchange in Toronto, the market capitalization has now surpassed the important CAD 1 billion mark. The upcoming IPO on the NASDAQ is a contributing factor to the price surge, but there are many other reasons! The shares of what will soon be the largest tungsten producer outside China are in a perfect storm of positive momentum. The 5% defense spending target agreed upon by NATO countries is also pushing the stock higher. The shares still appear to be an attractive buy. Analyst price targets have not yet been reached and are likely to be raised soon. Almonty currently overshadows Rheinmetall, Renk, and Hensoldt – and rightly so.

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Commented by Fabian Lorenz on June 26th, 2025 | 07:35 CEST

Sensational news drives shares: RENK, BYD, and Desert Gold

  • Mining
  • Gold
  • Defense
  • Electromobility

A major announcement from Desert Gold: the gold explorer has secured another exciting project. In an interview, the CEO expressed strong optimism. The new asset offers synergies with the Company's existing mega-project, which is nearing a PEA. The goal is to become a gold producer by 2026 - significantly increasing the likelihood of a takeover. RENK & Co. benefited yesterday from the NATO meeting and a cheerful Donald Trump. The confirmation of the 5% target for defense spending caused defense stocks to rise. In contrast, BYD shares remain weak. The Chinese are rushing from one sales record to another – or were they rushing? Because they seem to be falling victim to their own strategy. Investors are fleeing.

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Commented by André Will-Laudien on June 25th, 2025 | 07:10 CEST

Geopolitical wild card: Almonty on track for another price surge, overtaking Rheinmetall, Hensoldt, and RENK

  • Mining
  • Tungsten
  • Defense

Almonty Industries (TSX: AII; WKN: A1JSSD; ISIN: CA0203981034; CAD 3.23) remains in the spotlight, and rightly so! The tungsten resource stock has been one of the absolute top performers so far in 2025 and has the potential to move into a completely new league. All signs point to a revaluation. What is developing here is more than just a mining project; it is a geopolitically highly relevant raw materials offensive with billion-dollar potential. Amid escalating trade conflicts, China is sending a strategic counter-signal and restricting exports of key metals. Tungsten is thus becoming a critical element for high-tech, aviation, and defense and is now at the top of governments' procurement lists. This is precisely where Almonty comes in. With the Sangdong mine in South Korea, the largest Western tungsten supplier outside China will be established by 2025. US defense companies are already securing the coveted resources – long-term, exclusively, and strategically. The confidence is huge, and the timing is perfect. Those who get in now could ride the next wave of growth. A surge in valuation is more than just likely; it is inevitable!

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Commented by Armin Schulz on June 23rd, 2025 | 07:25 CEST

China's antimony ban! Antimony Resources the winner in this crisis – next raw materials alert for Rheinmetall and the RENK Group!

  • antimony
  • Commodities
  • Defense

A once-overlooked metalloid is now determining military power: antimony. Since 2024, China's export restrictions have driven prices to record highs and exposed the West's critical dependence on this raw material. Without this key element, ammunition, armor, and high-tech weapons fail to function. This is fatal in times of global tensions, as the US attack on Iran over the weekend once again made clear. However, while China dominates the market and Russia is out of the picture, alternative solutions are starting to emerge. One name gaining attention is Antimony Resources. We also take a look at Rheinmetall and the RENK Group and analyze where they currently stand.

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Commented by Armin Schulz on June 17th, 2025 | 07:10 CEST

Rheinmetall, Volatus Aerospace, RENK – Defense boom gets a boost from the war in the Middle East!

  • Drones
  • aerospace
  • Defense

Geopolitical flashpoints not only spark conflicts but also massive market shifts. While oil prices and gold are skyrocketing, defense stocks are also on the rise again. There is more to this boom than short-term speculation. It is a structural renaissance of the defense industry. Exploding military budgets, technological quantum leaps, and strategic supply chain revolutions are driving a market that has long since become a job engine and economic anchor. Those who understand the rules of this change will secure pole position. Today, we look at three interesting stocks: Rheinmetall, Volatus Aerospace, and RENK.

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Commented by Fabian Lorenz on June 16th, 2025 | 07:20 CEST

Alarm bells ringing for GOLD and DEFENSE: RENK, Barrick Mining, and comeback story AJN Resources

  • Mining
  • Gold
  • Commodities
  • Defense

Is the gold price facing a short squeeze? The ECB is certainly painting a horror scenario. This could have serious consequences for banks and the entire financial system. For gold producers and exploration companies, this means further momentum. While Barrick Mining is a core investment, it is also suffering from home-grown problems. AJN Resources is working on the comeback story of the year in the commodities sector. The valuation is still favorable, and exciting news is on the horizon. In the defense sector, consolidation could already be over. The escalating conflict between Israel and Iran will likely drive the shares of RENK, Rheinmetall, and others. Analysts see potential for RENK to reach a new all-time high, and the Company recently reported an order from outside Europe.

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Commented by André Will-Laudien on June 16th, 2025 | 07:15 CEST

Gaza, Iran, Ukraine – Conflicts are driving up metal prices! Rheinmetall, European Lithium, Hensoldt, and RENK

  • Mining
  • Lithium
  • Defense

The problem is getting bigger! Strategic metals are currently having a massive impact on the geopolitical balance of power, as they play a decisive role in determining the economic and military capabilities of countries. Conflicts such as those in Gaza, Ukraine, and, more recently, Iran are exacerbating shortages because long-standing trade relationships can be terminated overnight. The concentration of metal production in a few countries makes supply chains vulnerable to political influence. Export restrictions, embargoes or targeted shortages imposed by China or Russia can lead to bottlenecks in consumer countries and severely affect the economy. We describe the current situation and offer solutions for dynamic investors.

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