November 12th, 2025 | 07:15 CET
More than 100%? Big Moves in gold and high-tech! Aixtron, Kobo Resources, Lanxess, and DroneShield
The next gold move is just around the corner. After the sharp rises in the third quarter, gold enthusiasts worldwide were already excited, and the USD 5,000 mark seemed a certainty. But things turned out differently: Unsurprisingly, the metal consolidated downward by a full USD 500 over the past three weeks. However, just below USD 3,800, the decline halted, and yesterday it was already climbing back to USD 4,100. The commodity market is still being driven by major uncertainty around the US shutdown and possible upcoming quantitative easing (QE) measures by the Fed. With the US debt ceiling again completely out of control at USD 38.5 trillion, a tangible solution is nowhere in sight. The sharp reduction in the current account deficit has brought little benefit to the US dollar, meaning that precious metals remain highly attractive against the backdrop of rising money supply and interest rates. Where should investors pay attention?
time to read: 3 minutes
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Author:
André Will-Laudien
ISIN:
AIXTRON SE NA O.N. | DE000A0WMPJ6 , KOBO RESOURCES INC | CA49990B1040 , LANXESS AG | DE0005470405 , DRONESHIELD LTD | AU000000DRO2
Table of contents:
Author
André Will-Laudien
Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.
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Kobo Resources – Kossou project confirms structurally consistent gold system
Anyone thinking about gold should have Africa on their radar alongside North and South America. West Africa, in particular, is increasingly becoming a strategic centre for global gold mining. Apart from a few unstable countries, Côte d'Ivoire in particular is showing its best side with political stability, well-developed infrastructure, and an investor-friendly raw materials policy. In this environment, Canadian explorer Kobo Resources is positioning itself as one of the most dynamic players in the region with its Kossou Gold Project.
The project, located about 20 km northwest of Yamoussoukro in the Birimian Belt, demonstrates increasing geological substance after more than 24,000 m of drilling. The latest results confirm strong and continuous gold mineralization along the Contact Zone Fault, particularly in the Road Cut and Jagger zones. In the Road Cut Zone, drill hole KDD0109 returned 10 m at 2.50 g/t Au from a depth of 41 m, including 6.0 m at 3.77 g/t Au - a solid intercept. Drill hole KDD0104 returned 13 m at 1.49 g/t Au, while the Jagger Zone also delivered high-grade near-surface veins of 1.0 m at 17.30 g/t Au. These consistent results confirm the structural coherence and lateral extent of the gold system over several hundred meters, highlighting a potentially scalable deposit.
To quickly quantify the resource, Kobo is currently conducting an expanded drill program of 12,000 to 15,000 m. The CAD 3.9 million financing completed in August will enable the continuation of this work as well as additional metallurgical testing at Kossou and the nearby Kotobi project. With a market capitalization of approximately CAD 28 million, analysts at Atrium Research see a clear doubling and confirmed their "Buy" recommendation with a price target of CAD 0.55. Seize the opportunity!
Aixtron and Lanxess – Two sides of the same coin
Two stocks on the German stock exchange are showing diametrically opposite developments. While Aixtron's Q3 results offer compelling reasons to buy, the outlook for Lanxess currently appears rather bleak, even intraday!
Aixtron can sprinkle the magic word "data centers" in its financial reports, thereby triggering the artificial intelligence community. Aixtron supplies technical equipment in this sector and is therefore considered an important supplier for the global AI infrastructure. This equipment is used for the production of laser and power electronics, which are essential components for ultra-fast data communication, energy-efficient converters, and optical networks. AI clusters and hyperscale data centers are grateful customers of these technologies "designed in Germany." Aixtron's share price has thus been able to shine in recent days, with investors expecting strong sales growth that is not yet priced in today. On the long-term chart, the share price has now broken through the EUR 17 mark, and the rally could well continue.
The situation is quite different for the specialty chemicals company Lanxess. The MDAX stock has now caused investors to lose over 25% in 2025. The reason for this is a significant profit warning after revenue in Q3 plummeted by 16.3% to just under EUR 1.34 billion. EBITDA before special items was only EUR 125 million, a decline of 27.7% compared to the previous year's figure of EUR 173 million. This development was mainly due to generally weak demand with correspondingly lower sales volumes. Lanxess has refined its forecast for the full year 2025 and now expects EBITDA before special items to be at the lower end of the range of EUR 520 to 580 million. Analysts reacted cautiously: Jefferies lowered its price target from EUR 19 to EUR 17, but upgraded the stock from "Underperform" to "Hold." The new price target is roughly in line with the current market level of the shares, so there is little room for imagination at the moment.
DroneShield – Down 50%, but still under pressure
A quick note on Australian defense specialist DroneShield. In past reports, we had criticized the horrendous valuation of almost 40x revenue. Market participants have now seemingly acted on this, offloading the massively overvalued stock. With a price drop of over 50% in the last four weeks, DroneShield tops the list of losers among international defense stocks. Consequently, the 2025 P/E ratio is still 17.5, so a rational investor should not rule out further price losses. Caution at the platform edge!
The stock market is currently showing its volatile side. After months of steady growth, turbulence is now returning. Recently reported Q3 figures are prompting many investors to take profits, particularly in tech stocks that have already performed strongly this year. Ongoing disputes with the US administration are driving significant investment into precious metals. Kobo Resources holds excellent properties, and current indicators point clearly toward a potential revaluation.
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