Major shareholder buys into DroneShield! Analysts bullish on TUI shares! Antimony: A new commodity gem!

Antimony: New raw material gem with price potential

Investors are increasingly becoming raw material experts in the current year. The reason for this is that China is often the leading supplier and is increasingly using its market power as a geopolitical weapon. This applies, for example, to rare earths and tungsten, but also to antimony (Sb). The EU and the US have now added the metal to their list of critical raw materials. Antimony enhances the hardness and corrosion resistance of metals, while also improving the performance of batteries. It is mainly used in flame retardants, alloys, and batteries. The supply situation for Western countries is critical, as China dominates the market with over 80% of global production, as is so often the case.

Investors can benefit from this with the shares of Antimony Resources. The Company is positioning itself as a promising exploration stock that is benefiting from the growing interest in antimony. With the Bald Hill project in southern New Brunswick, Canada, the Company has a historic deposit with potential and existing infrastructure connections. The region is considered resource-friendly, allowing drilling to be conducted year-round, and initial historical analyses indicate grades of up to 20% antimony.

Last week, Antimony reached its first milestone. The results of the first phase of drilling for 16 holes over 3,150 meters were announced. Massive antimony-bearing stibnite mineralization was reported in 70% of the drill holes. The highlight was massive mineralization over 20 meters in drill hole BH-25-05. Further laboratory results are expected to be released soon. Overall, Antimony believes the results confirm that the Bald Hill project is a high-grade deposit.

The jump in the share price from CAD 0.12 to CAD 0.17 following the announcement shows that investors are slowly recognizing the potential. With a current valuation of less than CAD 10 million, it is not too late to get in.

DroneShield: Major shareholder buys heavily

In the current environment, shares in the defense and critical metals sectors can quickly explode. One example of this is DroneShield. Over the past three months, the Australian drone defense specialist's stock has risen by 350%.

Most recently, the announcement of investments in a research and production facility and further orders in Europe and Latin America caused euphoria among investors. The announcement of the expansion to triple production capacity by the end of 2026 underscores the Company's long-term growth trajectory.

Surprisingly little attention has been paid to the fact that a major shareholder significantly increased its stake in July. FMR LLC reported several purchases of DroneShield shares in July. As a result, its stake has risen from around 6% to around 9.6%. FMR LLC is the parent company of Fidelity Investments, one of the world's largest asset managers. The US company manages more than USD 4 trillion in client assets. It should be noted that DroneShield, with a market capitalization of EUR 1.8 billion, is considered more of a small- to mid-cap company on an international scale. That makes such a large position held by an asset manager quite remarkable.

TUI: Analysts with high profit expectations

TUI shares have performed strongly in recent weeks. Operationally, the tourism group is currently in the most important time of the year. Looking at the chart, investors seem to expect that the appetite for travel in Europe will not weaken after all. The stock is thus approaching the EUR 8 mark. If this is exceeded, it will not be far from its high for the year at EUR 8.52.

TUI is currently going full steam ahead to ensure that the winter travel season also contributes to a further rise in its share price. The 2025/26 winter program is set to be the largest in the Company's history. Twenty new hotels and expansion into Eastern Europe – with a particular focus on Poland – are expected to lead to higher revenues and profits for the group. New flight connections and a digital in-flight platform with WhatsApp messaging are also likely to contribute to this.

Analysts' average revenue expectations for TUI's 2024/25 fiscal year are EUR 24.64 billion (previous year: EUR 23.17 billion). In the coming year 2025/26, the EUR 25 billion mark is expected to be exceeded. Analysts' expectations for TUI are particularly high when it comes to profit growth. Experts anticipate a jump in net income from EUR 507 million to EUR 610.1 million in the current year. In fiscal year 2025/26, this figure is expected to reach EUR 676.4 million (source: Refinitiv/LSG).

Antimony Resources is a new commodity gem on the stock market. As with rare earths and tungsten, China also dominates the global market for antimony. This makes the antimony deposits in Canada extremely exciting. The DroneShield story is undoubtedly exciting. However, the stock has already performed very well. Investors appear to be increasingly confident that the travel boom will persist. If so, TUI shares should march toward their annual high.