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Commented by Carsten Mainitz on April 29th, 2026 | 07:00 CEST
Almonty Industries: Tungsten Price at Record Levels, Signaling New Stock Highs
The price of tungsten has reached a new record high of over USD 3,200 per metric ton unit (MTU). Is this an overreaction or the new reality? Much points to a fundamentally changed long-term market situation with high prices for this critical raw material. Due to its unique properties, tungsten is an essential raw material for many industries, particularly the defense sector but also the semiconductor industry. Demand is rising dramatically, while supply cannot keep up. China dominates the market with an overwhelming 80% share, but a significant shift in favor of Western industrialized nations is underway. Almonty is emerging as the world's largest tungsten producer outside of China. Consequently, the company holds great geopolitical significance, which, despite its spectacular performance, has not yet been adequately reflected in the stock price.
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Commented by Fabian Lorenz on April 28th, 2026 | 11:35 CEST
DRONE STOCKS: Laggard Rheinmetall, Specialist DroneShield, and Hidden Gem HPQ Silicon
Rheinmetall's stock has been a disappointment this year. Although global defense spending is on the rise, Germany's largest defense contractor lacks momentum. However, the company did recently announce an exciting contract in the drone sector. The Düsseldorf-based company finally appears to be gaining a foothold in this segment. HPQ Silicon aims to extend drone flight times. Beyond that, the company has several other exciting technologies in its portfolio. The stock is still a hidden gem. However, this is unlikely to remain the case for much longer. The batteries are performing well in tests, and commercialization is set to begin. DroneShield specializes in drone defense. The stock was one of the rising stars of recent years. Currently, however, the stock is struggling. Yet performance in Q1 was positive, and the pipeline is fully loaded.
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Commented by Nico Popp on April 28th, 2026 | 11:30 CEST
AI Infrastructure and Mining Data: The Trio of Meta, Anthropic, and Aspermont
The global economy is currently undergoing a profound transformation. While the past two decades were primarily shaped by software scalability, the coming decade will be defined by the availability of tangible raw materials. The insatiable energy appetite of artificial intelligence (AI), coupled with ambitious goals in space exploration and nuclear fusion, has ushered in a new race for resources. Hyperscalers like Meta Platforms and AI pioneers like Anthropic are at the center of this, as their need for computing power and a stable energy supply is directly linked to the availability of critical raw materials. In this interplay of high technology and geopolitics, well-founded information becomes a valuable commodity. Companies like Aspermont ensure the necessary transparency in the supply chain with their data treasures. We shed light on the new raw materials hype and highlight opportunities.
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Commented by Fabian Lorenz on April 28th, 2026 | 11:25 CEST
A bombshell, an all-time high, and a buying opportunity! Siemens Energy, Nordex, and Zefiro Methane
A bombshell at Siemens Energy. The DAX-listed company has raised its full-year forecast. The company is raking in huge profits from the AI boom thanks to its grid technology and gas turbines. What do analysts say? Zefiro Methane, on the other hand, is a newcomer on German stock lists. The company seals off decommissioned oil and gas wells. The potential is huge, and so are the margins. The stock is just now being discovered. Nordex is also currently riding a wave of success. The latest figures are impressive. The stock initially shot up by over 10% yesterday. In the afternoon, however, it ran out of steam.
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Commented by André Will-Laudien on April 28th, 2026 | 11:20 CEST
From Swords to Drones—From Big Data Analytics to Military Applications: Volatus Aerospace Conquers the Market of the Future
As an investor today, it is essential to look far into the future, as the current outlook can at times undermine confidence and vision. What will the world look like in 20 years? Will conflicts intensify, or will stability return? While growth-oriented companies may also ask these questions, success is primarily determined by the present and the years ahead. Can management recognize the market's needs and deliver accordingly? Glen Lynch, CEO of Volatus Aerospace, has fundamentally repositioned the company in a short period. Today, many of its civilian innovations are being viewed in a new strategic context. Pattern recognition, nighttime movement tracking, unmanned reconnaissance, and data-driven validation are becoming increasingly critical in a fully digitized battlefield environment. Even if peace is clearly preferable, those capable of delivering technologies that enhance security and stability are now in particularly high demand. A long road has already been traveled; now Volatus Aerospace is transitioning from foundational execution to advanced performance.
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Commented by Mario Hose on April 28th, 2026 | 11:15 CEST
Gold Rush 2.0: Why Barrick Mining, Agnico Eagle, and Kobo Resources Are Setting the Pace Now
The global economy is in turmoil. Tangible assets are regaining massive importance. As the global AI revolution devours vast amounts of resources and trade restrictions cause shortages of strategic raw materials, gold is once again taking center stage as the ultimate safe haven. In this tense environment, investors are not only looking at established industry players like Barrick Mining and Agnico Eagle, which could be poised to return to all-time highs. Dynamic explorers like Kobo Resources are also attracting attention with massive discoveries in West Africa. A look at the numbers and recent developments suggests we may be only at the beginning of a multi-year trend. This trend is likely to separate the wheat from the chaff and reward the bold. The current technical resistance levels may now become mere stepping stones on the way up. In any case, the hunger for raw materials seems far from satisfied.
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Commented by Jens Castner on April 28th, 2026 | 11:00 CEST
WOMEN POWER IN THE GOLD HOTSPOT: THE SUCCESS FORMULA OF NEWMONT, LAHONTAN GOLD, AND PARAMOUNT GOLD NEVADA
It was a seismic shift that resonated far beyond Wall Street and deep into the shafts of the global mining industry: when Natascha Viljoen took the helm at Newmont, the world's largest gold mining company, earlier this year, it was far more than just a leadership change. It marked a definitive signal that the era of the "Old Boys Club" in mining is coming to an end. Away from the major headlines, this transformation is also unfolding elsewhere—particularly in the gold hotspot of Nevada. There, companies like Lahontan Gold and Paramount Gold Nevada are demonstrating that female leadership and expertise are increasingly setting the benchmark for the next generation of mining operations. Together, these three companies—from global heavyweight to specialized explorer—impressively demonstrate that in the 21st century, women's leadership has become a key economic factor in what was once a male-dominated field.
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Commented by Tarik Dede on April 28th, 2026 | 07:20 CEST
A More Defensive Approach to Investing in Commodities: How Franco-Nevada, Globex Mining, and BHP Diversify Their Risk
Investors looking to avoid single-stock exposure in the commodities sector can turn to broadly diversified companies. These companies typically provide capital and, in return, receive license fees—so-called royalties. The advantage: they do not bear the operational risks of running a mine. In addition, royalties are generally calculated based on revenue rather than profit. When costs rise—such as in the current environment of higher energy prices—the impact falls primarily on the mine operator, not the royalty holder. With this business model, Franco-Nevada has grown into one of the largest royalty companies in the industry. However, smaller players like Globex Mining are also worth a closer look. Meanwhile, mining giant BHP represents an alternative approach through scale and diversification across multiple commodities.
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Commented by Stefan Feulner on April 28th, 2026 | 07:15 CEST
Desert Gold Ventures Poised for a Revaluation
Despite occasional setbacks, the gold market is structurally poised for a revaluation. Data from the World Gold Council continues to show robust demand from central banks, while geopolitical tensions and rising government debt are increasing the need for hedging. At the same time, institutions such as the International Energy Agency are warning of rising energy and infrastructure costs, which are fueling inflation. Major investment firms, including JPMorgan Chase, foresee gold prices reaching up to USD 6,300 per ounce in the medium term. This means the precious metal remains one of the key beneficiaries of global uncertainties—an environment in which advanced explorers and emerging producers, in particular, can benefit significantly.
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Commented by Nico Popp on April 28th, 2026 | 07:10 CEST
Linde, Amazon, and Pure One: The New Alliance Against Fossil Fuel Dependency
The energy crisis is highlighting the global economy's dangerous dependence on fossil fuels. In particular, the blockade of the Strait of Hormuz has exposed the vulnerability of industrial supply chains, as critical feedstocks such as ammonia and methanol are becoming scarce alongside oil and gas. According to analyses by Wood Mackenzie, such a disruption leads to significant price spikes in the chemical industry and threatens the global supply of raw materials. In this unstable environment, hydrogen is gaining new significance as a tool for national security and industrial resilience. Innovative processes, such as the direct reduction of iron ore or the electrification of chemical reactors, enable the industry to gradually break free from fossil fuel imports. We examine the business models of Linde, Amazon, and Pure One, highlighting how these players are driving the hydrogen transition in the EU and Germany, and how investors can capitalize on these opportunities.
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