RENK AG O.N.
Commented by Fabian Lorenz on February 20th, 2025 | 07:10 CET
Renk in a SUPERCYCLE! Elon Musk wants gold! USD 3,500 an ounce? Barrick off to a good start, but Globex Mining does better!
Will Renk shares soon reach an all-time high? The EUR 30 mark was broken yesterday. According to analysts, the defense stock will likely continue its FOMO rally. Like Hensoldt and Rheinmetall, the transmission manufacturer is in the supercycle. There is also news from Elon Musk. He wants to examine US gold reserves! This is once again leading to conspiracy theories – this time, the question is whether there is actually gold in Fort Knox. Meanwhile, experts see the gold price marching towards USD 3,500. The rally has now even reached the crisis-stricken Barrick Gold, with the stock climbing after recent announcements. Is all the bad news priced in? The stock of Globex Mining is performing significantly better than Barrick. And at the mine incubator, the price is being driven by positive newsflow. With its risk-diversified commodity portfolio, the stock still has potential.
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Commented by André Will-Laudien on February 19th, 2025 | 07:00 CET
Defense and critical metals – the pressure is rising! Where are Rheinmetall, Renk, Hensoldt, and XXIX Metal headed?
Since August 2023, the Chinese government has continuously issued export control measures for high-tech metals that are important for the semiconductor industry and green technologies. The sharp rise in energy commodities is hindering electrification projects. Copper is indispensable for these projects and will become one of the key raw materials in the coming years, around which innovations revolve. The red metal is an essential component of a completely new energy infrastructure, and trends such as Web 3.0, high-performance computing, cloud computing, and artificial intelligence are exacerbating the scarcity situation. The tech giants, worth billions, want to invest because they need the infrastructure for their business. In Europe, the defense industry is on the verge of reaching new all-time highs. A closer look is required.
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Commented by Fabian Lorenz on February 13th, 2025 | 07:10 CET
ACQUISITION?! Renk, BioNTech, and Biotech Highflyer Vidac Pharma
Is Renk about to be taken over? Quite possible. The Company, known for its transmissions for the Leopard tank, has a new major shareholder. And it turns out to be none other than KNDS – the maker of the Leopard 2 tank. The Renk share price reacted with a jump of 10%. Is there more to come? Vidac Pharma is also frequently mentioned as a potential takeover candidate. Like BMW, the Company is working on a "new class". But in this case, it is to save human lives. To this end, last year's biotech highflyer aims to revolutionize cancer treatment. Experts believe that a multiplication of the share price is possible. BioNTech is also fighting cancer. In addition to its own research, the German company is strategically focusing on acquisitions. Another one has just been completed. What is next?
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Commented by André Will-Laudien on February 12th, 2025 | 08:00 CET
Mega rally at First Phosphate, Renk, VW, and BYD with buy signals
The stock markets continue to rise unabated. Those hoping for a correction will be disappointed. Yesterday, the DAX 40 index broke through the 22,000 mark, much faster than many had anticipated. Technology stocks SAP and Siemens remain the driving force, while on the NASDAQ, it is still the Magnificent 7 that is setting the tone. Selection is now key. We turn our attention to the upcoming battery materials supplier, First Phosphate, as well as stocks like Renk, VW, and BYD. While VW is in the middle of restructuring, BYD is continuing on its journey. The defense industry remains interesting, especially Renk. Where should one invest now?
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Commented by Fabian Lorenz on February 11th, 2025 | 07:10 CET
Buy Puma shares now? Caution advised with Renk, Rheinmetall & Co.! Hidden Gem Nova Pacific Metals launches!
Even if it is not what Donald Trump wants to hear, the US is dependent on imports from Canada, particularly for raw materials. The tariff disputes only highlight this. Accordingly, Canadian raw materials stocks are coming to the attention of investors. One such hidden gem is Nova Pacific Metals, but this could change soon. In contrast, defense stocks could face a strong pullback as Donald Trump increases pressure. Is now the time to take profits at Renk, Rheinmetall, and Co.? Puma shareholders have been waiting for price gains for some time. Is now the time to enter the market after the recent crash?
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Commented by Fabian Lorenz on February 6th, 2025 | 07:40 CET
GOLD and ARMAMENTS unstoppable: Renk outperforms Hensoldt – Barrick Gold and First Nordic Metals with MOMENTUM
Gold and defense stocks are currently unstoppable. The gold price is now well above the USD 2,800 mark. Just in time for the record price, insider tip First Nordic Metals is starting its drilling program in Sweden. The stock has taken off, and investors can look forward to a lively news flow. Even gold giant Barrick is sending positive signals, and the stock is picking up momentum. "Gold has truly arrived as the ultimate store of value," the Barrick CEO said in an interview with Bloomberg. Defense stocks are also completely unfazed by Donald Trump's tariff threats. While Rheinmetall is trading at an all-time high, Renk seems to be leaving the downward trend behind and finally catching up. Hensoldt's performance is clearly being surpassed. Will the momentum continue?
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Commented by Fabian Lorenz on February 3rd, 2025 | 06:50 CET
Renk, Hensoldt, Newmont, Benton Resources: New RECORDS for gold and defense stocks
Will Hensoldt and Renk step out of Rheinmetall's shadow in 2025? At least both defense stocks have started the new year strongly. Analysts see significant price potential for Renk. Is there room for another 50%? Hensoldt could benefit from problems at Continental and Bosch. Both want to lay off employees, and plant closures are also possible. Hensoldt sees an opportunity to attract sought-after specialists. Even the gold price is unstoppable. But the big producers are hardly being sought, do Newmont and especially Barrick Gold have to invest more in takeovers again? How about Benton Resources? The Company is developing an exciting copper-gold project in Canada. Ongoing drilling programs offer upside potential.
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Commented by André Will-Laudien on January 23rd, 2025 | 07:45 CET
Trump is back! NATO rearmament with Rheinmetall, Renk, Hensoldt and Nova Pacific Metals
After a grand inauguration night, the 47th US President Donald Trump is diving straight into government business. The first decrees include an exit from the WHO and the Paris Climate Agreement. At the same time, he repeated his demand that NATO countries drastically increase their investment budgets if they expect to continue to be protected by the US. What this could mean for the planet is alarming. For the stock market, this means getting out of Greentech stocks and into high-tech and defense for the time being. Strategic metals are also coming back into focus because nothing will move forward without them. Where can investors still make a return now?
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Commented by Fabian Lorenz on January 21st, 2025 | 08:20 CET
Stock market driven by Donald Trump: Renk, Bitcoin, Barrick Gold, First Nordic Metals
Since yesterday, Donald Trump is again US president. And the Trump Trades such as Bitcoin, gold and defense continue to rise. The US president's own meme coin caused a stir over the weekend. At the same time, gold is setting its sights on an all-time high. The stocks in the sector should also benefit from this. Barrick Gold was one of the disappointments in 2024. Will the gold giant now start a new buying wave in the industry? New impetus could come in February. First Nordic Metals might be interesting for one of the large gold producers. The Company has exciting projects in Scandinavia and is implementing an extensive drilling program in 2025. The stock is cheap. At the turn of the year, investors likely also found Renk's stock too cheap. After a disappointing performance in 2024, the share price picked up in the new year. Analysts see further upside potential.
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Commented by Fabian Lorenz on January 16th, 2025 | 07:05 CET
D-Wave Quantum with SHARE PRICE EXPLOSION! Next up, Renk and ARI Motors?
D-Wave Quantum's share price exploded by more than 20% yesterday and is back at USD 6 – on Monday, it was still below USD 4. A new cooperation raises hopes for orders from the US government and state authorities. Meanwhile, ARI Motors is also seeing positive developments in its order flow, signaling growth in its niche within electric mobility despite a challenging environment. This makes the stock ripe for a breakout from its sideways trend – and upwards at that. More and more positive news is coming from Renk. The question remains whether the company can catch up with the underperformance seen compared to Rheinmetall and Hensoldt in 2025.
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