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Commented by Armin Schulz on October 14th, 2025 | 07:25 CEST
China closes the door – NEO Battery Materials opens a window to profits in the drone market
From November 2025, China will tighten export controls. The export of high-performance batteries and related materials will become significantly more difficult. This political decision is turning the global supply chain for electric mobility and high-tech upside down. While established players outside China struggle, a small Canadian company is catapulting itself into a unique position. NEO Battery Materials has positioned itself in the right place at precisely the right time. For investors, this creates a rare opportunity to profit from a geopolitical turning point.
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Commented by André Will-Laudien on October 14th, 2025 | 07:20 CEST
CAUTION: Correction or even steeper rise? 100% with Planethic Group, Novo Nordisk, and Symrise
Does it always have to be "caviar"? As a luxury solution, this fish dish is deeply ingrained in the minds of many investors, but sometimes a smarter, hybrid-strategic mix may suffice. In the current market environment, the latest tariff policy from the White House feels like the flickering echo of a spy from Simmel's novel: unpredictable, tactical, and with far-reaching consequences. The threat of high tariffs on imports from numerous countries is putting supply chains on high alert and forcing companies to rethink their calculations. For investors, this means acting quickly, maintaining flexible portfolio weights, and questioning seemingly "safe" values. Those who favor local procurement channels are likely to navigate more stably. Here are a few ideas.
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Commented by Carsten Mainitz on October 14th, 2025 | 07:15 CEST
Momentum plays with a new wave: Almonty Industries and Rheinmetall – what is Gerresheimer doing?
The trade dispute between the US and China appears to be entering the next round. Late last week, US President Trump announced his intention to impose additional punitive tariffs of 100% on Chinese goods. The measures are expected to take effect by November at the latest. This follows China's decision to tighten export controls on certain technologies and raw materials. China holds many critical raw materials and is gradually restricting their export. While consumers face major challenges in view of the shortage of demand and rising prices, producers of these raw materials are among the stock market favorites.
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Commented by Nico Popp on October 14th, 2025 | 07:10 CEST
Raw materials war sends industry into panic – New buyers enter the resource sector: SAP, Barrick Mining, Globex Mining
Industry and the commodities sector are in turmoil. China's latest trade restrictions on critical raw materials are causing widespread uncertainty. Last week, China announced its intention to severely restrict exports of rare earths. In addition, raw materials that can serve military purposes will no longer be allowed to leave the country. Also on the list: Chinese expertise related to the extraction and processing of these raw materials. The Frankfurter Allgemeine Zeitung (FAZ) has already quoted a China expert who sees a new dimension of extraterritoriality in these measures. Here is what investors should keep in mind now.
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Commented by Stefan Feulner on October 14th, 2025 | 07:05 CEST
Tilray, Graphano Energy, Arafura Rare Earths – Battle for raw materials intensifies
While the US appeared to be heading for a trade war with China on Friday, US President Donald Trump posted a message on his social media platform, "Truth Social", on Sunday, giving a slight all-clear. But is this really the end of the dispute between the world's two largest economies? Hardly. In fact, the battle for critical raw materials is likely to intensify in the coming months, if not years, meaning Western producers could benefit disproportionately.
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Commented by Armin Schulz on October 14th, 2025 | 07:00 CEST
Why RENK Group needs Antimony Resources just as much as the largest US defense contractor, RTX
The global defense industry is facing a fundamental supply crisis. Antimony, a largely overlooked metal that is indispensable for high-performance electronics, armor-piercing alloys, and flame-resistant propulsion systems, is becoming a key strategic factor. Prices are skyrocketing, and massive supply bottlenecks are emerging. This shortage is hitting defense giants and suppliers hard, forcing them to radically rethink their procurement strategy. Today, we take a closer look at the current situation of the RENK Group, the explorer Antimony Resources, and the largest US defense contractor RTX.
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Commented by Stefan Feulner on October 13th, 2025 | 07:35 CEST
BioNxt Solutions – Attack on new highs
After global stock markets had been on an upward trajectory in recent weeks, US President Donald Trump caused some irritation with a post on his social media platform, "Truth Social." The escalating trade dispute with China, the world's second-largest economy, caused the already overvalued markets to falter. The DAX lost just under 1.8% at the end of the week, while the Nasdaq technology index suffered significantly more, losing just under 4.3%. In the coming weeks, stock picking is likely to take center stage. Against this backdrop, BioNxt Solutions, a life sciences company specializing in innovative technologies for next-generation drug delivery, was able to shine with fundamental milestones and buck the negative trend.
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Commented by Fabian Lorenz on October 13th, 2025 | 07:30 CEST
Drone boom and multiplication: Following DroneShield, RENK, and Standard Lithium, NEO Battery Materials shares are taking off!
Missed out on the multiplication of shares such as DroneShield, RENK, and Standard Lithium? Investors can still get in early with NEO Battery Materials. The Company is benefiting from the drone boom and the raw materials conflict between the US and China. NEO Battery Materials has developed advanced battery technology. The first manufacturer of drone batteries has already placed an order. In the future, the Company also plans to offer complete batteries itself. To save time in commercialization, a factory has been leased. This will allow for rapidly increasing sales and profits. The tariff and raw materials conflict between the US and China is likely to give NEO an additional boost. When will the stock take off?
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Commented by Nico Popp on October 13th, 2025 | 07:25 CEST
Drone stocks: Opportunities with Volatus Aerospace, DroneShield, and Rheinmetall
When drones appeared over several European airports in September and brought flight operations to a standstill, it came as a shock. The incidents revealed that Germany and many other Western countries are largely powerless against drones, as there are no defense mechanisms in place. Instead, representatives of the German Armed Forces and police are arguing over who is responsible for countering such threats – in Germany, there are even regulations governing who may defend against enemy threats and where. Meanwhile, the war in Ukraine continues – and with it, the drone war is evolving. It has long been clear that drones are essential as a deterrent and have become a core element of every modern army. We explain why Volatus Aerospace is well-positioned to benefit from the ongoing drone hype.
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Commented by Armin Schulz on October 13th, 2025 | 07:20 CEST
The beneficiaries of the raw materials crisis: How BYD is circumventing the problem, and how Power Metallic Mines and Albemarle are profiting
The global energy transition is fueling an unprecedented hunger for strategic metals. However, China's recent tightening of export controls on critical raw materials has triggered a global supply alert and sent markets into turmoil. This geopolitical turning point is forcing the West to radically rethink its approach and is fueling a fierce race for secure supply chains. In this volatile environment, smart players are repositioning themselves along the entire value chain. Who are the winners in this new reality? The strategies of BYD, Power Metallic Mines, and Albemarle provide decisive answers.
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