MP MATERIALS CORP
Commented by André Will-Laudien on July 17th, 2025 | 07:20 CEST
Will Trump seize Greenland's resources? 300% opportunity with MP Materials, European Lithium, CRML, Glencore, and DroneShield
US President Donald Trump has recently reaffirmed his long-standing interest in acquiring Greenland. In April, he did not rule out military options and called control over the island an "absolute necessity" for US security. At the same time, negotiations are underway on the possibility of binding Greenland more closely to the US through a special agreement, a so-called Compact of Free Association (COFA), without formal annexation. However, the Danish government and the Greenlandic administration have signaled their clear rejection: Greenland is not "for sale" and its residents have no interest in becoming part of the US. Rising global tensions and the increasing scarcity of strategic raw materials are putting pressure on industry. The first effects are already being felt, particularly in the high-tech and defense sectors. A rush on strategic metals is underway - and investors are taking notice.
Read
Commented by André Will-Laudien on July 16th, 2025 | 07:20 CEST
Does Trump love hydrogen after all? The sector is celebrating! Plug Power, Nel, dynaCERT, and MP Materials are in rocket mode
Global pressure to reduce climate-damaging emissions is growing, and the hydrogen sector is increasingly coming into focus. Although US policy under Donald Trump does not prioritize climate protection, Europe and Asia are resolutely pushing ahead with the transformation in mobility, logistics, and mining. Hydrogen technologies offer enormous potential here, especially in the heavy-duty sector. Innovative providers such as dynaCERT are focusing precisely on this area with tried-and-tested solutions for reducing emissions and increasing efficiency. The technologies are mature and ready for use, global demand is rising, and decision-makers are under growing public pressure to support sustainable alternatives. The sector remains relatively quiet, but with a bit of industry rotation, the pendulum could swing quickly in the other direction.
Read
Commented by Mario Hose on July 1st, 2025 | 09:25 CEST
Why Almonty Industries could become the BioNTech of critical metals
Between 2019 and 2021, investors in BioNTech witnessed a prime example of how a strategically relevant product – in this case, the COVID-19 vaccine – became a real stock market rocket thanks to government pressure, political support, and high public expectations. During this period, the share price rose from less than EUR 12.00 to over EUR 397.00. Those who invested early and were patient were able to achieve returns of over 3,200%. The decisive driver was not only technological innovation but also the government's determination to have the population vaccinated multiple times, which secured massive revenues for BioNTech. Today, a strikingly similar scenario is emerging with Almonty Industries (WKN: A1JSSD | ISIN: CA0203981034 | Ticker symbol: ALI) – only this time it is not about vaccines, but about the strategic raw material tungsten, which is indispensable for defense, aerospace, electronics, and mechanical engineering.
Read
Commented by Stefan Feulner on September 14th, 2022 | 13:55 CEST
Rheinmetall, Defense Metals, MP Materials - The trend persists
And once again, the recently started upward movement on the stock markets is abruptly ended by new inflation data from the US. Consumer prices rose by 8.3% last month, the core rate by 6.3%. The figures were thus once again higher than economists' estimates, making further interest rate hikes more likely. Higher interest rates are a further burden on the economy. In addition, high demand is causing prices for urgently needed raw materials to rise further.
Read
Commented by Stefan Feulner on August 10th, 2022 | 11:21 CEST
Rare opportunities - Raytheon, Defense Metals, MP Materials, Rheinmetall
Heavy weapons for peace! This statement should make every pacifist's stomach turn, but in reality, this is the scenario currently playing out. It may not sound very comprehensible, but in order to guarantee peace, the world continues to arm itself. Companies in this industry, such as Rheinmetall, Raytheon and Northrop Grumman, are bullish. With the conflict in Taiwan simmering, tensions are again rising. China holds the reins of power with its raw materials. The West is trying desperately to reduce its dependencies on China, but this cannot be achieved in the short term.
Read
Commented by Stefan Feulner on April 25th, 2022 | 12:55 CEST
Rheinmetall, Defense Metals, MP Materials - Until the next bubble bursts
In every crisis there are winners and losers. Due to the numerous lockdowns of the past two years, shares such as Netflix, Delivery Hero and Peloton, in addition to vaccine manufacturers such as BioNTech and Moderna, are the winners. However, since Russia invaded Ukraine, defense shares, which were recently classified as "socially harmful", have become the new stars in the stock market sky. The call for rearmament by several countries is creating enormous valuation bubbles that are likely to burst again in the near future.
Read