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Commented by Armin Schulz on July 6th, 2026 | 07:30 CEST

Forget Short-Term Hysteria—Win Long-Term with Rheinmetall, Almonty Industries, and RTX

  • Mining
  • Tungsten
  • Defense
  • hightech
  • geopolitics

After a breathtaking rally, defense stocks have come under pressure. Hopes for peace, profit-taking and new competitors have driven prices into a recent correction. For short-term-minded investors, this may look threatening, yet the structural drivers – depleted arsenals, aging systems and Europe's push for military sovereignty – remain intact. The current markdowns resemble a technical breather rather than a break in the trend. It is precisely this discrepancy between short-term volatility and long-term necessity that opens an entry window for strategic investors. This is the moment to set your sights on companies with thick order books and systemic relevance. While Rheinmetall benefits from Europe's rearmament, Almonty Industries, as a tungsten supplier, secures critical raw materials for production, and the US group RTX delivers technological superiority in aviation, drones and cyber defense.

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Commented by Armin Schulz on December 22nd, 2025 | 06:50 CET

Take advantage of the price dip among industry leaders from the US and Germany: Almonty Industries, Rheinmetall, and RTX

  • Mining
  • Tungsten
  • Defense
  • Investments
  • aerospace
  • hightech

The recent price corrections among leading companies in the key sectors of critical raw materials and defense technology now present a strategic entry point. This setback offers investors the opportunity to participate in established and ongoing megatrends without missing the early phase. We analyze the specific upside potential of tungsten producer Almonty Industries, German defense giant Rheinmetall, and US technology leader RTX.

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Commented by Armin Schulz on October 14th, 2025 | 07:00 CEST

Why RENK Group needs Antimony Resources just as much as the largest US defense contractor, RTX

  • Mining
  • antimony
  • Defense
  • Investments

The global defense industry is facing a fundamental supply crisis. Antimony, a largely overlooked metal that is indispensable for high-performance electronics, armor-piercing alloys, and flame-resistant propulsion systems, is becoming a key strategic factor. Prices are skyrocketing, and massive supply bottlenecks are emerging. This shortage is hitting defense giants and suppliers hard, forcing them to radically rethink their procurement strategy. Today, we take a closer look at the current situation of the RENK Group, the explorer Antimony Resources, and the largest US defense contractor RTX.

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Commented by Nico Popp on August 18th, 2025 | 07:15 CEST

What Trump's summit failure now means for silver: Silver North Resources, Raytheon Technologies, Hecla Mining

  • Mining
  • Silver
  • Defense

Peace? Ceasefire? Wishful thinking! The meeting between US President Donald Trump and Russian President Vladimir Putin ended on Friday in Alaska without any concrete results. This confirms what many observers had expected in the run-up to the meeting: a resolution is not likely anytime soon. Instead, the course of the meeting in Alaska shows that defense will remain a major issue for many decades to come. For the silver market, this could mean a significant supply shortage.

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Commented by Stefan Feulner on August 10th, 2022 | 11:21 CEST

Rare opportunities - Raytheon, Defense Metals, MP Materials, Rheinmetall

  • Mining
  • RareEarths
  • Defense

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.

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Commented by André Will-Laudien on March 3rd, 2021 | 10:22 CET

Kleos Space, Raytheon, Boeing - Only flying is more beautiful!

  • Space

Whether on land, in the air or on the water - people's movement data is now collected and analyzed in various ways. A wide variety of companies are now scrambling for the Big Data pie, which is continually being generated through the use of cell phones, cars and other devices linked to the Internet. Worldwide, 0.5 zettabytes of data are produced every day. In the meantime, the Internet has become ubiquitous and we now fear that we will no longer be able to cope with the amount of information. An appropriate metaphor for this is the flood of data we are exposed to every day at our desks and on the road. But one thing is certain: the big machines can handle our data brilliantly and draw their conclusions.

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