Knowledge Becomes Currency! Opportunities for Aspermont, Palantir and Rio Tinto?

Aspermont: Ready for Scalable Growth

Aspermont's foundation is built on established specialty brands such as the Mining Journal and Mining Magazine. These reach decision-makers, investors, and suppliers in the commodities industry. The offering is complemented by events, among other things. The most strategically important development is the expansion of the data business.

"Mining IQ" intelligently makes a treasure trove of mining data spanning approximately 190 years accessible. The application received its seal of approval from industry giant Rio Tinto with a corporate contract worth AUD 550,000. Additional applications for the Data Intelligence Platform are in the works.

Following an unsatisfactory previous year, the latest figures signal progress. In the first nine months of the current fiscal year, revenue grew by 18% to AUD 11.9 million. The operational performance during this reporting period is encouraging. In the third quarter, normalized EBITDA returned to positive territory. In the same period last year, the company reported a loss of AUD 0.6 million.

At a current share price of AUD 1.22, the virtually debt-free company is valued at approximately AUD 14 million on the stock market. In the opinion of GBC's research experts, this is too low. The experts have set a price target of AUD 5.20, which points to enormous upside potential.

At the intersection of commodities and information, Aspermont is leveraging its vast data assets to develop new products that tap into the scalable potential of recurring revenue streams from data and analytics. Rio Tinto, as a key client, impressively demonstrates the economic value of better decision-making in a capital-intensive industry.

Palantir: Is There More to Come?

Palantir shows how information can become a scalable, profitable business model. The company has evolved from a software provider specializing in government agencies and intelligence services into one of the most prominent AI players on the stock market. The company combines data analysis, artificial intelligence, and operational software to support governments and large corporations, among others, in complex decision-making processes.

The latest quarterly figures are impressive. In the second quarter of 2026, revenue rose by 93% to approximately USD 1.94 billion. For the full year, the company raised its revenue forecast to between USD 8.150 billion and USD 8.158 billion. Palantir and Method Security recently launched the "Cardinal Program." This is an initiative to strengthen the cyber resilience of critical US infrastructure through autonomous security testing. Selected municipalities, utilities, and critical infrastructure operators will be tested for vulnerabilities and potential attack vectors free of charge and on an ongoing basis, with AI models simulating real-world attack scenarios.

Following its strong run, analysts believe the upside potential for the share price is now slowly dwindling. On average, experts see only 15% upside potential.

Rio Tinto: Acquisition in the Bauxite Sector

Rio Tinto is one of the world's largest mining companies and primarily mines iron ore, copper, aluminum, and lithium. Copper and aluminum, in particular, are benefiting from investments in power grids, electrification, and data centers. In the first half of 2026, adjusted profit rose 43% to USD 6.85 billion, and the interim dividend increased to USD 2.11 per share. The company is currently valued at around USD 176 billion on the stock market. After a rise of just over 20% since the beginning of the year, most analysts now believe the stock has run its course.

The company recently announced an agreement to acquire the Australian Aurukun bauxite project from a joint venture between Glencore and Mitsubishi Development, without disclosing financial details. Bauxite is the raw material used in aluminum production. The transaction thus aligns with the expansion of a value chain whose importance is growing alongside the demand for electrical infrastructure.

Aspermont transforms nearly 200 years of concentrated knowledge from the mining industry into intelligent, scalable data products. With Rio Tinto as a key client, this strategy is gaining traction. The commodities group shows that historical industry knowledge can translate into tangible customer benefits through technological processing. GBC analysts see upside potential of over 300% for the Australian company's shares. With its strategic positioning, Rio Tinto is capitalizing on the rising demand driven by electrification, the energy transition, and AI infrastructure. Following strong stock performance, analysts no longer see significant upside potential for the prominent AI player Palantir.