NATO attack!? How to IMMEDIATELY arm your portfolio with RENK Group, Antimony Resources and Deutz

RENK Group – Focusing on expansion and innovation

Augsburg-based drive specialist RENK has fundamentally revamped its production. Instead of manufacturing, the Company is now focusing on a modular series concept. This step is intended to increase capacity for tank transmissions from several hundred to over a thousand units per year. This change is being driven by continued high demand, especially from the military sector. With a current order backlog of just under EUR 6 billion, the order books are full and offer long-term planning security.

Growth is being driven by the Vehicle Mobility Solutions segment, which supplies drives for military vehicles. It recorded a 32% increase in revenue in the first half of 2025. Adjusted EBIT even rose disproportionately by 45%. At the same time, RENK is strengthening its management team, for example, with the appointment of a new CEO for the marine and industrial business. These operational levers underscore the strategic focus on the defense markets, which are in high demand.

In addition to expanding capacity, RENK is consistently investing in the development of new technologies. The Company recently unveiled a new generation of gearboxes designed specifically for light and heavy tracked vehicles. These systems are future-proof thanks to their modularity, integrated digitalization, and preparation for hybrid drives. This innovative strength not only secures RENK's technological leadership but also opens up new lucrative markets in the long term. The share is currently available for EUR 70.07.

Antimony Resources – Drilling successes and strategic positioning

Antimony Resources' latest drilling campaign at its Bald Hill project in Canada is delivering impressive results. Instead of the planned 2,500 m, the team was able to drill over 3,150 m, benefiting from the low costs of a local drill. The results not only confirm historical data, but also extend the known mineralization by 100 m to the south. A drill hole at a depth of 400 m encountered further mineralization, opening up the potential of the deposit downwards. High grades, including 5.7% antimony over approximately 5 m and 11.3% over 1 m, underscore the quality of the deposit.

Antimony is a critical metal whose importance in defense technologies and clean energy is steadily growing. It is indispensable for flame-retardant equipment, ammunition, and high-performance batteries. However, supply is extremely concentrated. China, Russia, and Tajikistan control around 90% of global production. Recent Chinese export restrictions have put considerable pressure on the supply chain, especially for the West. Against this geopolitical backdrop, a reliable source outside this dominance is gaining considerable strategic value, which benefits Antimony Resources.

Well-positioned, Antimony Resources is capitalizing on this momentum. Part of a recently completed financing round totaling CAD 4 million has already been raised. These funds, particularly flow-through shares, will flow directly into the next drilling program. The plan is to drill 6,500 m with the aim of further expanding the mineralization and providing the essential data for an initial resource estimate later this year. For investors, this presents the picture of a rapidly advancing explorer in a highly relevant commodity segment that deserves attention. After a strong rise since June, the share price has entered a consolidation phase and currently stands at CAD 0.24.

Deutz - Betting on electrification and defense with SOBEK acquisition

Cologne-based drivetrain specialist Deutz has scored a strategic coup with the acquisition of electric motor manufacturer SOBEK. SOBEK is no unknown quantity; it supplies high-performance electric drive systems to top teams in Formula 1 and Formula E. However, the real growth potential lies in a different field - the booming drone industry. Geopolitical tensions and the growing importance of unmanned systems are causing this market to experience a veritable boom. SOBEK already supplies leading European manufacturers.

For Deutz, this is more than just an acquisition. It is a fundamental step in its own evolution. The Company is deliberately transforming itself from a traditional component supplier to an integrated system provider. SOBEK's highly specialized technology, known for its extreme power density and efficiency, fits perfectly into this strategy. It gives Deutz direct access to the lucrative and less cyclical defense sector and makes the Company less dependent on the traditional combustion engine business.

The strategy appears to be paying off, as the latest half-year figures show. Despite a challenging environment, Deutz increased its revenue by 15% to over EUR 1 billion. Even more impressive is the order intake, which rose by over 30%. This resilience is the result of targeted diversification and strict cost management through the "Future Fit" program. The acquisition of SOBEK is therefore a logical continuation of this path, aimed at further sharpening the portfolio and gaining a foothold in promising segments with high margins. The share is currently trading at EUR 9.74.

The recent escalation highlights the strategic relevance of defense technology. The RENK Group is directly benefiting from the strong demand for military drives with full order books and rising capacities. Meanwhile, Antimony Resources, as an explorer of critical antimony, secures the urgently needed raw material supply beyond Chinese dominance. *Deutz, in turn, is expanding its portfolio in a targeted manner toward *high-margin electric drives for the defense industry through the acquisition of SOBEK. Together, these three companies offer investors tangible exposure to the accelerating trend in defense technology.