AIRBUS
Commented by Jens Castner on October 16th, 2026 | 05:27 CEST
Flying the Flag: France Rearms – Daimler Truck, Airbus and HPQ Silicon Stand to Benefit
French government bonds are under pressure, and fears of a new euro crisis are spreading through the markets. But Paris is not cutting back on defence. The beneficiaries are truck manufacturer Daimler Truck, aircraft manufacturer Airbus and a Canadian small-cap stock that analysts do not yet have on their radar: HPQ Silicon. The company holds a 36.8% stake in Novacium, a battery specialist based in the Greater Lyon area that significantly improves battery performance and therefore recently made headlines with pioneering military orders for radios and drones. A US electric vehicle manufacturer is now also testing the cells. A hidden gem and two established large corporations – investors should keep an eye on these stocks.
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Commented by Lars Winter on September 18th, 2026 | 07:50 CEST
The New Power in the Skies: Volatus Aerospace, Airbus and OHB in a Stock Analysis
The war in Ukraine has shown just how fundamentally drones, satellites and autonomous systems are transforming modern warfare. At the same time, Europe and Canada are seeking to reduce their dependence on the US and China for security-critical technologies. It is not just established aerospace companies that stand to benefit from this trend. Volatus Aerospace, a small Canadian provider, is also positioning itself in this future-oriented market. Add to that Airbus, the European heavyweight, and OHB, a speculative bet on Europe's sovereignty in space. We take a closer look at these three aerospace specialists in our stock analysis.
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Commented by André Will-Laudien on September 15th, 2026 | 07:25 CEST
Tungsten: The Showstopper in Fragile Supply Chains? Rheinmetall, Almonty Industries and Airbus in Focus
The Middle East conflict is entering a new phase. Meanwhile, surging oil prices are putting the global economy under significant pressure and bringing strategic industries such as defense and aerospace into the spotlight. Rheinmetall and Airbus are not only grappling with geopolitical risks but also striving to maintain stable supply chains for urgently needed critical metals. In addition to copper, tungsten is gaining particular importance. This extremely hard, heat-resistant metal is indispensable for wear-resistant tools, special alloys, and numerous applications in the defence and aerospace industries. While ongoing tensions continue to drive up commodity prices, investors should look beyond the oil market to the key metals that will secure Europe's industrial future. Our focus is therefore on tungsten supplier Almonty, which is stepping up its game with new sourcing routes in Africa. A clear list of priorities makes sense!
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Commented by Nico Popp on September 7th, 2026 | 08:20 CEST
Almonty: Analysts Speak Out – Airbus and Sandvik Need to Diversify Their Tungsten Supply
When huge turbines roar on the tarmac and passenger jets weighing several tonnes take off, few people think about how modern aeroplanes are manufactured and what is crucial to the process. Yet one extremely durable metal can determine the pace of modern aviation: tungsten. Without tungsten, the aviation industry's assembly lines could grind to a sudden halt. With a density close to that of gold and the highest melting point of any element, this critical metal can withstand extreme conditions. It is therefore essential not only in aerospace but also in a range of other future technologies, including fusion energy. Yet while the West is developing and building the latest-generation aircraft, China controls more than 80% of global tungsten production. This concentration of supply represents a highly dangerous strategic risk—but there is a solution.
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Commented by André Will-Laudien on August 19th, 2026 | 07:15 CEST
Excitement is Building: SpaceX, Volatus, Airbus and DroneShield are supplying NATO and seeing their profits soar
As of July 31, 2026, the Bundeswehr will grow to approximately 186,700 service members. This means that, as of mid-year, the number of military personnel will fall within the target range for 2026 growth—between 186,000 and 190,000 "troops". At the same time, this marks a new high in approximately 13 years. Furthermore, the transatlantic military alliance is responding to the changed geopolitical security situation by making historic investments in defense and rapidly advancing the modernization of its armed forces. At the heart of this strategic realignment is a profound technological transformation that merges traditional defense equipment with state-of-the-art aerospace technology. In addition to SpaceX, Airbus and DroneShield, the Canadian technology company Volatus Aerospace is also experiencing rapidly rising demand for its sophisticated drone systems for tactical reconnaissance along external borders. The synergy between agile tech pioneers and established defense giants is creating a highly efficient ecosystem for defending the Western Hemisphere. For investors, this booming sector offers a rare combination of defensive stability and exponential growth potential. We take a closer look.
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Commented by Tarik Dede on August 13th, 2026 | 07:15 CEST
Aviation Stocks in Focus: Airbus, Volatus Aerospace and Lufthansa
High jet fuel prices, airspace closures due to war or wildfires, and geopolitical factors are making life difficult for companies across the entire aviation sector. Despite these circumstances, however, the markets for drones and civil aviation continue to grow. On the one hand, people want to continue traveling and flying. On the other hand, markets are opening up for both new and established companies with the emergence of redefined flying objects. That is why we are taking a look today at the stocks of Airbus, Volatus Aerospace, and Lufthansa.
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Commented by Nico Popp on August 6th, 2026 | 07:00 CEST
Europe Facing a Tungsten Shock? Airbus and Siemens Under Pressure—Could Almonty Double?
Walking through the production facilities of European industrial giants such as Airbus or Siemens, it is easy to overlook just how fragile many of their supply chains have become. On Tuesday, Switzerland's Neue Zürcher Zeitung (NZZ) assessed the situation with regard to the EU: Western industry is caught in a dangerous cycle of dependency from which it can hardly free itself on its own. Since China significantly tightened export controls on tungsten in February 2025, tungsten prices have surged, in some cases rising seven to ninefold. Meanwhile, European initiatives such as the Critical Raw Materials Act (CRMA) have struggled to gain traction due to limited funding and lengthy permitting processes. Without reliable alternative suppliers, manufacturing operations across Europe could face serious disruptions. In this article, we examine the current market dynamics and take a closer look at Almonty, one of the West's leading tungsten producers, which is widely viewed as a potential beneficiary of the tightening global supply situation.
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Commented by Lars Winter on July 15th, 2026 | 08:40 CEST
Almonty, Sandvik, and Airbus: Three Stocks for the Battle Over Critical Raw Materials
Tungsten has long been a niche topic on the stock market. But this extremely hard metal is used, among other things, in cutting tools, semiconductors, aviation, and defense—and China dominates the supply chain. As a result, the critical raw material has become systemically important and is taking center stage in Western industrial and security policy. With Almonty Industries, Sandvik, and Airbus, we present three stocks that allow investors to profit across the value chain.
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Commented by André Will-Laudien on July 7th, 2026 | 07:30 CEST
DAX at 30,000—Unrealistic? Keep an Eye on DroneShield, Volatus Aerospace, Airbus, and Hensoldt
It has been a long time since global equity markets experienced such a powerful and broad-based bull run. Investors have once again been reminded that geopolitical conflicts do not necessarily trigger prolonged market declines. Instead, they often reinforce expectations of higher defence spending, accelerated technological innovation, and additional government investment. At the same time, public debt continues to climb. Rather than being meaningfully reduced, maturing obligations are typically refinanced by issuing new debt. In the view of many market participants, this ongoing expansion of public borrowing continues to provide liquidity support for financial markets. This trend has persisted since the global financial crisis of 2008. Meanwhile, the influence of major technology entrepreneurs and capital allocators on politics and industry has become increasingly apparent. Figures such as Elon Musk play a far greater role in shaping industrial policy and technological development than would have seemed conceivable only a decade ago. Valuation, however, remains a growing concern. The cyclically adjusted Shiller P/E ratio for the S&P 500 has averaged roughly 17.4 over the long term. At around 39.5, it currently stands approximately 127% above that historical average. That places the market among the most richly valued periods in modern history, exceeded only by the peak of the dot-com bubble in 1999. Whether traditional valuation metrics remain fully applicable in today's AI-driven and highly liquid market environment has therefore become an increasingly debated question among investors.
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Commented by Fabian Lorenz on June 12th, 2026 | 07:00 CEST
Defence Fiasco in Europe! Opportunity for Airbus, Hensoldt and MTU Aero Engines? Multi-Bagger Potential in Antimony Resources Shares!
Created and published on behalf of Antimony Resources Corp.
While the US, Russia, and China are ramping up their military capabilities and securing raw materials, Europe continues to lag behind. Most recently, Germany and France were unable to agree on the development of a joint sixth-generation fighter jet. The project ended up as one of Europe's biggest defence fiascos. Several German defence and technology conglomerates now want to develop their own concept. In addition to Airbus, the publicly traded companies Hensoldt and MTU are also involved. Will this bring new momentum to the defence sector? New momentum would also be welcome for the shares of Antimony Resources. Just a few months ago, the share was trading at around EUR 1. Currently, it stands at EUR 0.39. Yet the antimony explorer's latest drilling results are once again positive. Analysts continue to see significant multi-bagger potential.
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