RENK AG O.N.
Commented by André Will-Laudien on August 12th, 2025 | 07:25 CEST
Crash in the defense sector? Geopolitical conflicts drive up metal prices! Rheinmetall, Sranan Gold, Hensoldt, and RENK
Strategic metals are a decisive factor in the economic strength and military power of entire nations. International hotspots like the Middle East, Ukraine and, most recently, Africa are exacerbating shortages, as long-established trade routes can collapse abruptly. The high concentration of production in a few countries increases the vulnerability of supply chains to political intervention. Export bans, sanctions or targeted supply restrictions by China or Russia can quickly lead to critical supply shortages. In this environment, precious metals like gold, which is currently trading at historic price levels, are becoming even more important for investors, not least against the backdrop of record-high government debt worldwide. Those who act flexibly can benefit from this commodity dynamic. The long-running favorites of recent months in the defense sector now appear to be consolidating. Where to put the money?
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Commented by Armin Schulz on August 7th, 2025 | 07:00 CEST
Tungsten crisis hits defense boom: Why Almonty Industries, Rheinmetall, and RENK Group stand to benefit
Geopolitical upheavals are shaking global supply chains. As the trade dispute between the US and China reaches new heights, dependence on strategic raw materials is becoming an existential threat. Tungsten, which is indispensable for defense equipment and high-tech, is in extremely short supply due to Chinese export restrictions. At the same time, global conflicts are fueling a defense boom that is causing demand and prices to skyrocket. Investors are now turning to companies that offer security of supply or technologies that are crucial in warfare. Three players are coming to the fore in this tense environment: Almonty Industries, Rheinmetall, and the RENK Group.
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Commented by Fabian Lorenz on August 6th, 2025 | 07:10 CEST
A bombshell and blatant undervaluation: RENK, Rheinmetall, and Veganz Group
A bombshell at the Veganz Group: In a recent podcast, founder Jan Bredack estimated the value of its subsidiary Mililk at over EUR 80 million, citing "extreme" demand. And new CEO Rayan Tegtmeier also plans to step on the gas and address the "blatant undervaluation" of the foodtech stock. A purchase of Veganz shares appears increasingly compelling. Meanwhile, a bombshell is also looming at Rheinmetall. Analysts are speculating about an upward revision of the Company's forecast. They recommend buying the stock and expect it to soon breakout above the EUR 2,000 mark. Analysts are also optimistic about RENK and are raising their price targets. Incidentally, both defense companies will soon be publishing their quarterly figures.
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Commented by André Will-Laudien on August 5th, 2025 | 07:10 CEST
Palantir, Rheinmetall, RENK, and Dryden Gold: Winners in the crossfire of trade war and NATO agenda
Tariffs, defense, and infrastructure! No wonder there is a considerable gap of around EUR 172 billion in the German federal budget between 2027 and 2029. Although the federal government is attempting to counter this with spending cuts, tax increases will ultimately be necessary, as migration and climate costs are also taking their toll. Those in government who now have to juggle everything at once are in for a rough ride! Government revenues are expected to continue to decline due to the sluggish economy and high inflation, meaning the government will face higher refinancing costs due to rising interest rates. For investors, this means that the price of gold is likely to increase further, making selective investments in precious metals a sensible move. We will briefly analyze whether there is still room for growth in the well-performing defense and military stocks.
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Commented by Fabian Lorenz on July 30th, 2025 | 07:05 CEST
RENK facing takeover? Crash at Novo Nordisk! Buying opportunity in AJN Resources shares!
AJN Resources shares currently offer an exciting opportunity to position yourself for the next rally in the gold price. The Company announced yesterday that it has received approval to explore its property in the vicinity of the largest gold deposit in Ethiopia. The regular news flow expected in the coming months should give AJN shares new momentum. There are currently exciting developments in the European defense industry. Ahead of its IPO, KNDS has further increased its stake in supplier RENK. There were problems with another major shareholder in the run-up to the IPO. Novo Nordisk is currently facing completely different issues. The Danish company has lowered its revenue and profit forecasts, causing its share price to crash. Is now the time to buy?
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Commented by Armin Schulz on July 29th, 2025 | 07:10 CEST
RENK, Almonty Industries, thyssenkrupp: Three stocks that are benefiting NOW from the new security dividend
Geopolitical turmoil is accelerating growth in key sectors. As defense budgets rise worldwide and supply chains are realigned, specialized players are positioning themselves as indispensable partners. High demand for security-critical technology, strategic raw materials, and innovative industrial solutions is driving this development, giving selected companies extraordinary momentum. We take a look at RENK, Almonty Industries, and thyssenkrupp to see who is benefiting now.
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Commented by Fabian Lorenz on July 28th, 2025 | 07:05 CEST
Shares with up to 200% Upside! Barrick Mining, RENK, and Dryden Gold
RENK's share price has more than tripled in the current year, and analysts still see further upside. However, expectations for revenue growth and order intake are sky-high, so investors are advised to proceed with caution. According to analysts, Dryden Gold is set to triple in value. The Company is currently developing a high-grade deposit where visible gold can be seen on surface - a promising indicator of future resource potential. Analysts also see a bright future for Barrick Mining. With a gold price of USD 4,000, they estimate the stock could gain 50%—or potentially even more.
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Commented by Armin Schulz on July 23rd, 2025 | 07:15 CEST
Critical raw materials such as rare earths in the spotlight – How European Lithium is saving RENK, BYD, and your returns
The global battle for lithium and rare earths will determine the future viability of industry. While countries are investing billions to gain control of critical value chains, companies without secure access to raw materials are becoming pawns in the midst of geopolitical tensions. A notable example is the Pentagon's investment in MP Materials. RENK, a defense specialist in high-performance transmissions, and BYD, the electric mobility giant, are existentially dependent on stable supply chains. This is exactly where European Lithium comes in: the Company could break Europe's strategic dependence through domestic production.
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Commented by Fabian Lorenz on July 22nd, 2025 | 07:20 CEST
Defense hype, high-tech hope, valuation question: RENK, Salzgitter, and Argo Graphene Solutions
Three shares, three stories – ranging from high-tech hopes to defense-driven fantasy to valuation concerns. Argo Graphene Solutions is bringing the "miracle material" graphene to the construction industry. The stock is on an upward trend. If the rollout is successful, a multi-fold increase is possible. At Salzgitter, hopes for a revaluation based on defense fantasies evaporated after a sharp forecast cut; however, the price loss may have been excessive. And RENK? The defense supplier remains in demand, but valuation concerns are growing. Where is it still worth getting in?
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Commented by André Will-Laudien on July 21st, 2025 | 07:20 CEST
150% with Gold, Caution in Defense stocks! BYD, AJN Resources - Are RENK and Steyr headed for a crash?
The stock market is currently experiencing fluctuations. While defense stocks are leading the performance list, precious metals have also been back in focus for several months. The reason: Currency devaluation is accelerating as inflation rates remain high. Now, there are rumors that Donald Trump may want to replace his hawkish monetary watchdog, Jerome Powell. Wall Street is betting that a more dovish figure will soon steer US interest rate policy. That would be the next rocket boost for stocks. However, risk-averse investors are increasingly turning to gold. In 2025, the price per ounce has already risen as high as USD 3,490. Due to low production costs, projects in Africa remain firmly in focus. One example is AJN Resources, which has recently refinanced and is repositioning itself in Ethiopia. Where do the real opportunities lie for dynamic investors?
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