Comments
Commented by Matthias Schomber on July 13th, 2026 | 07:30 CEST
New Billions for TKMS, AI Rally at Alibaba, and Power Metallic Mines with Chart Potential
Geopolitical crises are like a ticking time bomb for the stock market. Over the weekend, the situation in the Strait of Hormuz escalated dramatically once again. Iran blocked one of the world's most important trade routes, container ships were fired upon, and the US responded with airstrikes. What may be just another headline for many, however, represents a completely new market dynamic for investors. This escalation in the Middle East is putting pressure on energy prices, thereby creating winners and losers in the most unexpected places. It is precisely at times like this, when the overall market comes under pressure again, that real opportunities emerge. The Chinese e-commerce giant Alibaba, for example, is staging a fascinating comeback, while the German defense contractor TKMS should actually benefit from contracts worth billions. And then there are the companies profiting from critical raw materials. Companies like Power Metallic Mines, with their raw materials lying dormant underground, are also working toward the future of electric mobility—an industry on the verge of a revaluation. Three completely different companies, three completely different industries, but all directly or indirectly influenced by what is currently happening in the Persian Gulf. The question remains: who is really benefiting from this crisis, or which entry point offers a good setup? Read on to find out how you can profit from the current geopolitical tensions.
Read
Commented by Armin Schulz on July 13th, 2026 | 07:25 CEST
Siemens, First Hydrogen, and Oklo: Leveraging the Synergy Between Automation and New Nuclear Energy
The future of industry will not be determined solely by smarter automation or cheaper energy sources, but by the intelligent interplay between the two. While robotics and AI are revolutionizing production, they require a clean, decentralized, and scalable energy infrastructure. This is precisely where an investment opportunity arises, linking technological progress with structural demand. Anyone setting the course today must understand this intersection. And it is precisely here, where three complementary companies are positioning themselves: Siemens as an industrial automation provider, First Hydrogen as a connector of energy and automation solutions, and Oklo as a focused SMR specialist.
Read
Commented by Stefan Feulner on July 13th, 2026 | 07:20 CEST
First Majestic Silver, Desert Gold, Strategy: Correction Creates Historic Entry Opportunities
Gold, silver, and Bitcoin are currently under pressure. In the past, such correction phases have often laid the groundwork for the next upward trend. While profit-taking and a more cautious monetary policy are weighing on prices in the short term, the long-term drivers remain intact. Record debt levels, geopolitical tensions, strong demand for gold from central banks, growing industrial demand for silver driven by the energy transition and AI, and the increasing institutional acceptance of Bitcoin continue to point toward rising prices. This could open up attractive entry opportunities for select companies in these future-oriented markets.
Read
Commented by Armin Schulz on July 13th, 2026 | 07:15 CEST
Oil, Gold, or Bitcoin? Is Now the Right Time to Invest in Shell, Kobo Resources, and Strategy?
An oil price that fluctuates wildly due to geopolitical risks and economic concerns, a gold price that has recently consolidated after hitting new record highs and is hailed as a safe haven, and a Bitcoin that is undergoing a sobering correction after spectacular surges. While some are betting on the stability of the precious metal, others sense a major opportunity in the volatile crypto market. Investors are spoiled for choice. But the real art lies not in choosing a single asset class, but in combining them wisely. So today, we take a look at one company from each sector: Shell, Kobo Resources, and Strategy.
Read
Commented by Stefan Feulner on July 13th, 2026 | 07:10 CEST
Xiaomi, A.H.T. Syngas, JinkoSolar: 3 Winners of the New Energy Era
Global energy demand is skyrocketing due to AI data centers, electric mobility, and the electrification of industry. At the same time, technological breakthroughs in solar energy, hydrogen, and energy storage are driving the transformation of the energy sector. Added to this is the boom in smart electric vehicles. Right at the intersection of these megatrends, growth markets worth billions are emerging, featuring companies with the potential to be among the winners of the next wave of energy and technology.
Read
Commented by Nico Popp on July 13th, 2026 | 07:05 CEST
Returns and Climate Protection: Zefiro Methane on a Growth Trajectory – A Hidden Gem in the Shadow of RWE and Siemens Energy
Things are changing in the energy sector. New strategies at established companies are meeting the innovative business models emerging in response to pressing challenges. While major corporations are switching to renewable energy and investing in the necessary grid infrastructure, an often-overlooked challenge is coming into focus: the remediation of environmental legacies left by the fossil fuel industry. The current developments in the energy sector are best illustrated by the trio of RWE, Siemens Energy, and Zefiro Methane. We explain the latest trends and highlight opportunities.
Read
Commented by Fabian Lorenz on July 13th, 2026 | 07:00 CEST
Will China Push Gold to USD 6,000? Barrick Mining and Newmont Earn Buy Ratings as DRC Gold Targets Outperformance
Gold and gold stocks are currently attractive to contrarian investors. Recently, JPMorgan raised hopes for a new precious metals rally. Experts believe USD 6,000 per troy ounce is still possible this year. In particular, they say developments in China are being underestimated. This is good news for gold stocks, which, like the gold price, have underperformed so far this year. Analysts have recently made slight adjustments to the price targets for industry heavyweights Barrick Mining and Newmont. However, both stocks remain "Buy" ratings. Shares of exploration companies are considered a way to gain exposure to the gold price. In this sector, DRC Gold is a compelling stock. DRC CEO Klaus Eckhof developed the Kibali mine, which is currently still in operation. "Reuters" describes Kibali as one of Africa's largest gold mines. Eckhof aims to repeat that success with DRC Gold. The goal is to build up a resource of over 10 million ounces within a few years. Important news is on the horizon and could drive the stock higher.
Read
Commented by Nico Popp on July 13th, 2026 | 06:55 CEST
Solar Industry Chaos: First Solar and SMA Solar Face Headwinds – Is RE Royalties Poised for a Breakthrough?
The energy transition is like a wild roller-coaster ride. While the understandable desire to protect the climate continues to pour billions into clean energy, the solar industry is simultaneously grappling with tariff disputes, intense price competition, and persistent overcapacity. These challenges have put significant pressure on many companies across the sector. But off the beaten path, opportunities are emerging for investors. While suppliers of solar panels and inverters are struggling, innovative companies like RE Royalties are finding success in protected niches. Increasingly, market observers argue that long-term success will depend not only on expanding production capacity, but also on the ability to navigate a rapidly evolving regulatory and financing landscape. Today, we take a closer look at several companies in the sector and highlight one opportunity in particular.
Read
Commented by Carsten Mainitz on July 10th, 2026 | 07:40 CEST
10% dividend yield and upside potential: These stocks offer both - RE Royalties, Lang & Schwarz, and DWS
High dividends delight investors. It is even better when they are accompanied by growth potential and rising share prices. Lang & Schwarz's share price has recently plummeted. Can the dividend level of EUR 2, which corresponds to an 11% yield, be maintained for the payout scheduled for late August? DWS is set to pay a special dividend next year, which could also yield up to 10%. RE Royalties tops these figures with a highly scalable and innovative financing model. Furthermore, creating shareholder value is at the top of the priority list. All-around positive prospects for shareholders!
Read
Commented by Stefan Feulner on July 10th, 2026 | 07:35 CEST
Almonty Industries, DroneShield, Thales: Three Companies Benefiting from the Global Arms Race
Global defense spending is rising to record levels, fueling a long-term investment boom. It is no longer just traditional defense contractors that are benefiting from this trend. At the same time, the supply of strategic raw materials is becoming a critical bottleneck. Metals, which are indispensable for precision weapons, semiconductors, aerospace, and modern defense systems, are becoming increasingly important. Those who can secure Western supply chains in the future or possess key technologies have the potential to be among the biggest winners of this geopolitical turning point.
Read