TKMS AG & CO KGAA
Commented by Carsten Mainitz on May 14th, 2026 | 08:00 CEST
Analysts see significant upside for Antimony Resources, Rheinmetall, and TKMS!
The correction in defence and related sector stocks has recently intensified. A perceived imminent end to the war in Ukraine and more subdued expectations for medium-term growth are weighing on the market. However, according to many analysts, good buying opportunities are now emerging again for Rheinmetall & Co. Structural drivers such as rising defence budgets, geopolitical tensions, and full order books remain intact. One special stock is Antimony Resources. The Canadian company holds the highest-grade deposit of this critical raw material in North America. Antimony is a key raw material for ammunition, electronics, and defence equipment. Its importance is growing enormously against the backdrop of scarce global availability and fragile supply chains. In a recent report, GBC analysts assigned the stock a price target of CAD 3. Following the recent pullback, investors can pick up the stock at its current price of around CAD 0.61!
Read
Commented by André Will-Laudien on May 11th, 2026 | 06:45 CEST
Silver Back at USD 80: Silver Viper Goes on the Offensive; Caution Advised for Siemens Energy, TKMS, and Rheinmetall
The silver market seems electrified, having reclaimed the USD 80 mark. While investors are already betting on the next commodity wave, risks related to supply bottlenecks, geopolitical blockades, and strategic dependencies are intensifying for key industrial metals. This shifts the focus to stocks whose valuations have long since outpaced their fundamentals. Siemens Energy, TKMS, and Rheinmetall are among the names where expectations had become extremely high. Investors looking solely at momentum now easily overlook the fact that even strong stories on the stock market eventually hit their valuation limits. Smaller stocks are faring differently. They were completely overlooked during the upswing, even though they had done their homework. Silver Viper Minerals appears particularly exciting in this environment, as the company holds projects in Mexico that could suddenly unleash a whole new level of economic leverage if precious metal prices continue to rise. So, in the shadow of the general euphoria, a few surprise winners could well emerge in the near future.
Read
Commented by Nico Popp on May 11th, 2026 | 06:35 CEST
The Defence Revolution: Why Volatus Aerospace Could Become a Partner for AeroVironment and TKMS
The global security architecture is currently undergoing a transformation whose significance is comparable to the introduction of gunpowder. The war in Ukraine and the escalations in the Middle East have shaken a fundamental dogma of warfare: the assumption that technological superiority is secured through costly individual systems. We are entering an era in which the "logic of terror" must be reimagined. While a Tomahawk cruise missile costs up to USD 2.5 million, drones perform the same tasks at a fraction of the cost—often with greater flexibility and less risk to human personnel. This development marks the transition from cumbersome hardware such as tanks and cruise missiles to smart drones and software-defined defence solutions. We introduce industry representatives and place a special focus on the defence platform provider Volatus Aerospace.
Read
Commented by Fabian Lorenz on March 31st, 2026 | 07:00 CEST
Stocks for bargain hunters: Is a 50% gain possible with TKMS, Kontron, or Lahontan Gold?
Analysts see over 50% upside potential for TKMS. They point to the visibility in the marine business. However, they do not mention the complexity. The estimates for the coming years also do not really support buying the stock. In contrast, Lahontan Gold could become an outperformer in 2026. The company is making the transition from explorer to producer and is thus also becoming a takeover candidate. Especially if the resource rises significantly above 2 million ounces, major gold producers should come knocking. And what about Kontron? Recently, the company has disappointed with its figures and outlook. Following the price drop, analysts are advising investors to "Buy". Is the stock a bargain?
Read
Commented by Fabian Lorenz on February 13th, 2026 | 07:15 CET
Siemens Energy, TKMS, and Almonty Industries! Profits surge, forecasts raised, target prices raised!
Almonty shares remain high flyers. Even though the overall market is weakening, every dip is being used as an opportunity to buy Almonty shares. And for good reason. The price of tungsten is exploding, and analysts are only slowly taking this into account. Further price target increases are likely to follow. Siemens Energy's share price and target price are also rising. The German energy technology group is profiting handsomely from the AI boom. The current quarterly figures are convincing, but there is no room for error in the valuation. Recently listed TKMS has raised its forecast. However, investors are reacting cautiously. Analysts' opinions remain divided. Is there a margin problem looming?
Read
Commented by Carsten Mainitz on February 4th, 2026 | 07:20 CET
Profits with a plan: Spin-offs as return drivers – Now it is Pure One's turn, Infineon and TKMS have shown the way!
The market often undervalues complex companies. Spin-offs - the separation of a division, technology, or subsidiary from an existing company - are a proven way to make hidden value visible. Investors can benefit from this, often with clear advance notice. One of the most well-known spin-offs is PayPal. In 2015, eBay shareholders received 0.22 PayPal shares for each eBay share held. Today, PayPal is one of the world's largest payment service providers. The Australian company Pure One will soon be listing its highly sought-after gas activities on the stock exchange via an IPO. This is an opportunity investors should not miss.
Read
Commented by André Will-Laudien on February 3rd, 2026 | 07:25 CET
SILVER CRASH - From USD 122 to USD 72! Time to sharpen your knives with TKMS, CSG, Silver Viper, and thyssenkrupp
The explosive rise in the price of silver, which rose almost in a straight line from around USD 35 to USD 122 by the end of last week, is now taking its speculative toll. The precious metal has soared by more than 300% within 14 months, accompanied by widespread rumors of huge short positions and extreme problems for the futures exchanges in terms of material supply. The fact remains that silver has been used for several years across various high-tech industries, from wind power and e-mobility to state-of-the-art defense technology. Manufacturers are also said to have been spotted on the market making large cover purchases due to impending physical shortages. Industry sources report a possible deficit of over 1 billion ounces in the March settlement – equivalent to around 125% of total annual production. In addition to the exciting silver explorer Silver Viper, we also analyze thyssenkrupp, its subsidiary TKMS, and the newcomer to the stock market, CSG. It is worth reading on.
Read
Commented by Carsten Mainitz on January 30th, 2026 | 07:00 CET
Business is booming, stocks are booming: Almonty Industries, Rheinmetall, and TKMS in focus
Shares in commodity producers and defense companies are booming. Geopolitical conditions and structural long-term demand trends form the basis for a sustained positive climate. Almonty Industries stands out in particular as a leading global producer of the critical raw material tungsten. Demand from the defense, aerospace, high-tech and other strategic industries is growing massively worldwide, especially in the United States. The price of tungsten rose by over 160% last year and continues its upward trend this year.
Read
Commented by André Will-Laudien on January 29th, 2026 | 07:30 CET
The witch dance continues! Another 100% with TKMS, DroneShield, Pasinex, or the new CSG?
The stock markets are extremely volatile, so it is time to take a closer look at some of the key players. Many investors are now focusing on a scenario of ongoing war. Hardly anyone expects real peace to be achieved, as a recent survey shows: 72% of those surveyed do not expect any of the existing trouble spots to enter a state of peace in 2026. This means that public skepticism is higher than the current "super summit talks" between the superpowers around the globe would suggest. In addition to defense stocks, commodity stocks also remain in a state of constant battle. Scarce metals appear to be becoming even scarcer, judging by the spot price. Anyone looking at the precarious situation in Europe should take a closer look at Pasinex Resources' zinc project. Here are a few tips on how to generate a 100% return.
Read
Commented by Carsten Mainitz on January 27th, 2026 | 07:20 CET
Let profits run: Power Metallic Mines, Barrick Mining, and TKMS – There is still a lot of potential here!
The bull market for precious metals is gaining momentum. Gold and silver reached new historic highs with prices above USD 5,000 and USD 100 per troy ounce. Prices for critical raw materials and industrial metals are also rising. This is fueling further price increases for precious metal and commodity producers such as Barrick Mining. Up-and-coming producers such as Power Metallic Mines, whose assets have strategic value due to their jurisdiction, size, and quality, also offer promising opportunities. In addition, defense stocks continue to be popular with investors.
Read