On the winning side – now and in 2026: Antimony Resources and Bayer, crash at Evotec!

Antimony Resources – Capital increase for the next growth step

Geopolitical uncertainties and increasing challenges in the procurement of critical raw materials are shaping the present for many industries, but also for governments. The task at hand is to ramp up production in the Western world and secure supply chains. In this constellation, the critical metal antimony, which has received little attention to date, is becoming increasingly important.

Antimony is essential for the defense industry and the high-tech sector. It is used in ammunition, semiconductors, special alloys, and as a flame retardant. Antimony Resources is focused on developing its Bald Hill project in New Brunswick, Canada. The 1,100-hectare project is home to the largest antimony deposit in North America. Excellent drilling results and the data from the most recently submitted NI 43-101-compliant technical report have given the stock a boost in recent months.

The Company is currently conducting a capital increase of approximately CAD 10 million to rapidly advance the project. The Company is currently valued at CAD 36 million at a share price of CAD 0.57. A total of 22.25 million share certificates will be placed at CAD 0.45, with subscribers receiving an additional warrant for each share with an exercise price of CAD 0.75 and a term of 24 months.

In the past, the Canadians have already delivered many convincing results and proven grades of 2.76% to 14.91% antimony. In the course of the ongoing drill program, existing zones were also successfully extended to the north and south. Even more important, however, is the technical report, which recently confirmed that the project comprises approximately 2.7 million tons of rock with grades of 3 to 4% antimony. This means that a deposit of 81,000 to 108,000 tons of pure metal can be assumed. This corresponds to a large deposit, even on a global scale. The first resource estimate is expected in the first quarter of 2026, which will provide a decisive indication of the project's value.

Further drilling results and the first resource estimate are likely to give the stock significant positive momentum in the coming months, with investors rewarding the size and quality of the project with rising prices. In order to strengthen perception and liquidity of the share, the Company listed on the US OTCQB in mid-November.

Bayer – Analysts significantly raise price target

At the beginning of the year, the share price of the life sciences company, which focuses on health and nutrition, was still below EUR 20. Investors still had doubts about the success of the urgently needed and ongoing restructuring of the group. In addition, business development was sluggish, and ongoing provisions and high payments for the glyphosate litigation unsettled investors.

Now the tide seems to be turning. With current prices at EUR 36, Bayer is one of the best performers on the German benchmark index this year. Several analysts have recently become much more optimistic and have significantly raised their price targets for the shares. Experts at US bank JPMorgan believe that the improvements in the pharmaceuticals business and in the agricultural division are not adequately reflected in the share price. The experts also see strong growth prospects from 2027 onwards. In conclusion, the experts have doubled their target price to EUR 50 and given the stock an "Overweight" rating.

Evotec – Major shareholder sells near annual low

Shares in the life sciences company, which focuses on drug discovery and development, have hit a new annual low of EUR 5 in recent days. This puts the market capitalization at only around EUR 900 million. Two years ago, Evotec shares were still trading at around EUR 20. There are several reasons for the stock's decline. On the one hand, there is weaker demand and a significant drop in profitability.

Several profit warnings and compliance issues have unsettled investors. Likewise, the successes of the strategic adjustment are taking too long to materialize. However, market participants identify Evotec as a potential takeover candidate given its current low valuation. Surprisingly, the investment holding company of the Danish pharmaceutical group Novo Nordisk recently sold a block of shares representing 5% of the share capital at EUR 5.10. In contrast, a member of the supervisory board took advantage of the reduced share price to make purchases. Analysts see significant upside potential for the share price overall.

Antimony Resources has a promising future. Further drilling results and the first resource estimate should lead to more and more investors putting the Company on their radar. According to analysts, blue-chip Bayer can look forward to a period of growth. Evotec is a turnaround candidate at its low level.