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Commented by Jens Castner on June 15th, 2026 | 07:30 CEST

SUPERINVESTOR ERIC SPROTT TAKES A STAKE IN POWER METALLIC MINES! BAE SYSTEMS AND BMW CAN BREATHE EASIER

  • PGMs
  • Copper
  • Electromobility
  • Investments
  • CriticalMetals
  • Defense

Mining legend Eric Sprott is investing CAD 2.0 million in the Canadian exploration company Power Metallic Mines, sending a signal that resonates far beyond the mining sector. Copper, nickel, cobalt, and platinum group metals, which lie dormant in the ground in Québec, are in high demand by both the defence industry and automotive manufacturers. For companies such as BAE Systems and BMW, these critical raw materials are indispensable. Three companies, one supply chain—and a race the West cannot afford to lose.

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Commented by Armin Schulz on June 15th, 2026 | 07:25 CEST

Supply Shortage & AI's Power Hunger: Why Cameco, Standard Uranium, and Energy Fuels Are the Perfect Uranium Stocks Right Now

  • Mining
  • Uranium
  • Energy
  • nuclear
  • AI

The uranium industry is facing an unprecedented shortage in 2026. The annual production shortfall of 30 million pounds is driving up prices, while 70 gigawatts of new reactor capacity is being built worldwide. But the real driver is the insatiable hunger for power of AI data centers. Add to that a historic wave of consolidation. Major producers are securing strategic stakes, juniors are merging into powerful platforms, and even non-energy players are entering the market via licensing models. Those holding the right positions now could benefit from a supercycle. While Cameco, as an established giant, focuses on stability, Standard Uranium, as an explorer, offers growth opportunities and could become a takeover target. Energy Fuels benefits from its unique US infrastructure.

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Commented by André Will-Laudien on June 15th, 2026 | 07:20 CEST

The Countdown to Mars is on: SpaceX, OHB, Rheinmetall, and Kobo Resources are Taking Off

  • Mining
  • Gold
  • Commodities
  • Africa
  • Space
  • Defense
  • IPO

Long-awaited, and now it has finally happened! We are talking about the IPO of the century from Elon Musk's empire: SpaceX. With a market capitalization of USD 2.2 trillion, the stock has joined the illustrious "MAG7" club after its first day of trading—it is now, so to speak, the "MAG8". Of the 22,000 employees, one in four has become a millionaire. There are 20 new billionaires from the founder's inner circle; even the operator of the SpaceX Campus Café is now worth USD 5 million. Elon has become the new messiah of the dollar, and the markets follow him with reverence. This once again highlights the fascination of "stocks" for the average person: anyone can obviously make it; you just have to be in the right place at the right time. Whether SpaceX's high valuation will still hold true in a few weeks now depends on the ETFs. They account for 30% of US stock market trading and will have to reflect the IPO valuation champion in their future weightings within the NASDAQ and Russell indices. Inclusion in the S&P is not expected until December. The catch: only 7% of the shares are freely tradable. What should investors pay attention to now?

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Commented by Armin Schulz on June 15th, 2026 | 07:15 CEST

Zefiro Methane vs. BP & Shell: One Industry, Two Business Models—Only One Is Unaffected by Oil Prices

  • methane
  • OrphanWells
  • Oil
  • Gas

Despite tensions in the Middle East, oil and gas prices are falling—a seeming paradox. The reasons are a weakening global economy and overflowing storage facilities, which currently more than offset any geopolitical risk premium. While traditional energy giants like BP and Shell are suffering from the price decline as their production profits shrink, a specialized provider is operating in a completely different way. Zefiro Methane earns revenue by eliminating methane emissions from orphaned wells. This is a business driven by climate protection laws, not oil prices. It is precisely this contrast between Zefiro Methane, on the one hand, and the oil multinationals BP and Shell, on the other, that opens up exciting prospects for investors.

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Commented by Carsten Mainitz on June 12th, 2026 | 08:15 CEST

Pay Attention! Something Is Brewing Here: Is HPQ Silicon Undervalued? Are Infineon and Siemens Energy Overvalued?

  • Hydrogen
  • Batteries
  • semiconductor
  • Silicon
  • Energy

The global economy is in the midst of one of the biggest industrial upheavals since the advent of the internet. Electric mobility, artificial intelligence (AI), and data centers are driving a rapid increase in electricity demand. At the same time, demand is growing for the materials, components, and infrastructure required to enable this development in the first place. The Canadian technology and development company HPQ Silicon focuses on innovative processes for the production of silicon, silica, and battery materials. The company recently reported its first commercialization successes as well as several significant strategic and technological milestones.

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Commented by Fabian Lorenz on June 12th, 2026 | 07:15 CEST

2G Energy Slides! Cameco CEO Bullish on Uranium! Profit from the AI Boom with American Atomics!

  • nuclear
  • Uranium
  • AI
  • Energy

Will we soon see a price rally in uranium? That is certainly what Cameco's President & COO expects. In an interview, he expressed extreme optimism about the uranium market and three-digit prices. While the spot market remains at around USD 87 per pound, long-term contracts are already being paid at USD 120. The key driver behind these price increases is growing concern over supply security. The structural supply deficit is precisely the reason for investing in uranium explorers. An interesting candidate is American Atomics. The company is pursuing a strategy of vertical integration in the uranium value chain in North America. Most recently, it reported significant progress on the Blue Streak project in the US state of Colorado. The booming AI industry cannot wait for new nuclear power plants. German company 2G Energy is also benefiting from this trend. However, the stock has declined in recent days. At the same time, analysts have significantly raised their price targets for the company.

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Commented by Stefan Feulner on June 12th, 2026 | 07:10 CEST

BYD, Standard Uranium, FuelCell Energy: The Battle for Electricity Creates New Stock Market Stars

  • Mining
  • Uranium
  • Energy
  • renewableenergy
  • Electromobility
  • Fuelcells

Global electricity demand is rising rapidly. AI data centers, electric mobility, and the electrification of industry are driving investment in alternative energy to record levels. Several future-oriented industries are benefiting from this: hydrogen and fuel cell technologies could play a key role in energy supply, while the renaissance of nuclear energy is ushering in a new phase of growth for the uranium market. At the same time, the global electric vehicle boom is driving sustained high demand for innovative mobility solutions.

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Commented by Carsten Mainitz on June 12th, 2026 | 07:05 CEST

Decarbonization - An Overlooked Multi-Billion-Dollar Market! Strategic Resources Aims to Take A Leading Role; What About ITM Power and Nel?

  • decarbonization
  • GreenSteel
  • Hydrogen
  • VTM
  • Defense

Decarbonization is increasingly becoming the dominant megatrend in global industry and is opening up entirely new value chains linking energy, raw materials, and technology. While companies like ITM Power and Nel provide the technological foundation for green hydrogen, "raw material developers" such as Strategic Resources are simultaneously coming into focus. The Canadians aim to supply the industry with green steel and plan to build a comprehensive value chain. In addition, an exciting partnership has been formed to develop vanadium-based battery materials. Who will win the race?

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Commented by Fabian Lorenz on June 12th, 2026 | 07:00 CEST

Defence Fiasco in Europe! Opportunity for Airbus, Hensoldt and MTU Aero Engines? Multi-Bagger Potential in Antimony Resources Shares!

  • antimony
  • Defense
  • hightech
  • CriticalMetals
  • aerospace

Created and published on behalf of Antimony Resources Corp.

While the US, Russia, and China are ramping up their military capabilities and securing raw materials, Europe continues to lag behind. Most recently, Germany and France were unable to agree on the development of a joint sixth-generation fighter jet. The project ended up as one of Europe's biggest defence fiascos. Several German defence and technology conglomerates now want to develop their own concept. In addition to Airbus, the publicly traded companies Hensoldt and MTU are also involved. Will this bring new momentum to the defence sector? New momentum would also be welcome for the shares of Antimony Resources. Just a few months ago, the share was trading at around EUR 1. Currently, it stands at EUR 0.39. Yet the antimony explorer's latest drilling results are once again positive. Analysts continue to see significant multi-bagger potential.

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Commented by Carsten Mainitz on June 12th, 2026 | 06:55 CEST

Do Market Leaders Still Outperform the Market? Is Zefiro Methane in the Fast Lane, While SAP and TeamViewer Continue to Stumble?

  • methane
  • OrphanWells
  • Oil
  • Software
  • AI
  • Technology

Stock market investors are betting on tomorrow's winners. But will today's market leaders remain among them? How are AI, digitalization, the energy transition, and geopolitical uncertainty changing the landscape? SAP is trying to leverage its strong position in enterprise software to position itself as an AI winner. However, the stock's performance reflects investors' skepticism. The market views TeamViewer even more critically and wonders whether the company can defend its top position against the industry's corporate giants. Zefiro Methane is a different story altogether. The Canadians impress with a strong position in a multi-billion-dollar market. Zefiro addresses one of the most pressing environmental issues of our time—reducing methane emissions from abandoned oil and gas wells. This business segment is not only socially relevant but also benefits from regulatory tailwinds and rising investments in climate protection. The significantly undervalued stock remains under the radar of investors.

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