THALES S.A. EO 3
Commented by André Will-Laudien on August 17th, 2026 | 07:50 CEST
New Drones and Space Acrobatics? SpaceX, Power Metallic, Thales and Heidelberger Druck in Flight Mode
The global aerospace and defence industry is currently experiencing an unprecedented technological boom that is completely upending traditional market dynamics. From autonomous systems in the stratosphere to revolutionary launch vehicles in orbit, more and more industries are reaching for the stars. To survive in this fiercely competitive environment, established industry giants and visionary tech pioneers alike must forge new alliances and radically expand their core competencies. A look at current market trends impressively demonstrates that innovation today arises primarily from the synergy between radical high-tech development and high-precision industrial scaling. While NASDAQ newcomer SpaceX is pushing the boundaries of what is possible in space with spectacular feats, specialized players like the European Thales Group are driving the modernization of defence systems with advanced sensor and drone technologies. Heidelberger Druck is also showing surprisingly strong momentum as it successfully adapts its time-honoured precision engineering for the future drone production market. And then there are the indispensable critical metals: Power Metallic aims to join the North American supply chain soon. Exciting!
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Commented by Stefan Feulner on July 10th, 2026 | 07:35 CEST
Almonty Industries, DroneShield, Thales: Three Companies Benefiting from the Global Arms Race
Global defense spending is rising to record levels, fueling a long-term investment boom. It is no longer just traditional defense contractors that are benefiting from this trend. At the same time, the supply of strategic raw materials is becoming a critical bottleneck. Metals, which are indispensable for precision weapons, semiconductors, aerospace, and modern defense systems, are becoming increasingly important. Those who can secure Western supply chains in the future or possess key technologies have the potential to be among the biggest winners of this geopolitical turning point.
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Commented by André Will-Laudien on March 3rd, 2026 | 07:20 CET
The arms build-up accelerates – Iran, Israel, and the US escalate! Critical metals remain in focus with Almonty, Thales, and Hensoldt
US President Donald Trump has made the nuclear debate with Iran a top priority. After years of living with what it views as a significant threat from the Iranian regime, Israel is now aligning its strategic interests more closely with Western partners. Discussions increasingly revolve around containing Iran's influence and limiting its military capabilities. Whether this will be so easy is doubtful, as the Revolutionary Guards have developed into a powerful force over the last 10 years, and Russia is also likely to appear on the horizon as a friend of the Iranians. For financial markets, this constellation implies renewed uncertainty and elevated volatility. Historically, such phases have tended to benefit defense and armaments companies. For marathon runner Almonty Industries, the environment appears particularly favorable: geopolitical tensions, rising tungsten prices, and governments under pressure to secure strategic raw materials are reinforcing the investment case. The momentum in defense and critical metals markets continues.
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