Novo Nordisk makes a statement! TUI shares jump! Globex shares strong!

Globex Mining: Precious metals and critical raw materials in one stock

Globex Mining shares are up around 35% year-to-date. The conditions for positive performance are also good for the coming years. This is because raw materials – whether precious metals or critical raw materials – are likely to remain in short supply, especially if they are not mined in China or Russia. Globex Mining benefits from this. The mining incubator offers diversification within raw material exploration. The Company holds interests in over 250 projects in North America – half of which are in the precious metals sector (gold, silver, platinum, and palladium). The capital-intensive exploration is not carried out by Globex, but by specialized companies. In return, Globex receives a mix of one-time payments, equity interests, milestone payments, and royalties.

The large number of equity interests enables a continuous news flow. Most recently, there was positive news about the Rouyn-Merger gold project. The project in Quebec, which is 100% owned by Globex, is currently undergoing a six-hole, 1,095-meter drilling program. The results of the first two holes are promising, with 3.44 g/t gold over 38.7 meters and other high-grade intervals of over 12 g/t gold.

There has also been positive news from the critical metals sector. Bryah Resources has commenced a 1,000-meter drill program at its Golden Pike gold and antimony project. The goal is to produce a JORC-compliant mineral resource estimate. The drill rig will then be moved to the Bond Road section to explore for high-grade antimony veins. Antimony Resources is also making progress in its exploration. The NI 43-101 technical report on the Bald Hill antimony project indicates a grade of between 3% and 4% antimony (Sb), which could yield between 81,000 and 108,000 tons of antimony. This would be twice as much as in the 2014 technical report.

https://youtu.be/ltsnSUTy32c?si=gnkjbflgKeBl_jmK

TUI: Share price reacts positively after all

TUI share price jumps. In recent days, the tourism share has risen by over 10%. Yesterday, the share was trading at EUR 8.74. The annual figures and the announcement of the first dividend since the coronavirus pandemic had not been well received and had pushed the share price below EUR 8. But now, stock market traders seem to be more confident again.

Insider purchases may also have contributed to this. The Company announced that board member Mathias Kiep had purchased TUI shares worth EUR 25,000. His colleague Sybille Reiß placed an order for EUR 24,000. The volume is not high, but it is still a positive sign. After all, these were the first insider purchases in two months. Overall, TUI management has made a positive impression this year with regular purchases.

Deutsche Bank has also given TUI shares a boost. Analysts have raised their price target for the tourism stock from EUR 11 to EUR 12. Although the outlook for the industry is clouded by the economic forecast, TUI is expected to achieve decent growth due to its size. Analysts at Barclays are even more optimistic. They see the fair value of the share at EUR 12.25.

Novo Nordisk: Good news at the end of a horror year

It appears Novo Nordisk can end the horror year 2025 on a positive note. The European Medicines Agency (EMA) has issued a positive opinion for a higher Wegovy dosage (semaglutide 7.2 mg). This means an additional treatment option for people with obesity in the EU. In the underlying study data, the new dose showed an average weight loss of 20.7% after 72 weeks in obese individuals without diabetes. One in three participants lost 25% or more of their weight. Novo Nordisk emphasizes that these results complement the already known health benefits of Wegovy, including a reduction in the risk of cardiovascular events such as heart attack and stroke, as well as a reduction in pain associated with knee osteoarthritis.

The analysis of the data also shows that 84% of the weight loss came from the reduction of fat mass. Muscle function was maintained. According to Novo Nordisk, the dosage could go on sale in the EU as early as the beginning of 2026. At the same time, the Company has also submitted an application to the EMA for a single-dose applicator for Wegovy 7.2 mg. Trials of the higher dose are already underway in the US, the UK, and other countries. In the US, the trial results should be available in January.

The commodity boom is expected to continue in 2026. With Globex Mining, investors benefit from risk diversification in a legally secure region. At TUI, shareholders should keep an eye on economic developments in Europe. Although the past has shown that people do not immediately cut back on vacations, this could still happen. Novo Nordisk is expected to make a comeback in 2026 at its current level.