Comments
Commented by Matthias Schomber on May 12th, 2026 | 07:20 CEST
Hydrogen Frenzy at Nel ASA and ITM Power: A Brief Pause for the Bulls—Will the Uptrend Continue? Is RE Royalties' Big Moment Finally Here?
The world of renewable energy is practically turned upside down and going wild. Those who have been following the stock prices of Nel ASA and ITM Power in recent weeks could hardly believe their eyes. It was a veritable fireworks display set off by the bulls. It also put the many doubters and skeptics in their place. But now the all-important question arises: was this just a brief hype, or the beginning of a lasting trend? While the big names in the hydrogen scene are currently taking a well-deserved breather and consolidating their gains, another player in the background is preparing for the big leap. RE Royalties is playing a completely different game. This company has perfected a model that could be on the verge of a technical breakout right now. We take a look behind the scenes at these three stocks, as they could be making headlines in the coming weeks.
Read
Commented by Nico Popp on May 12th, 2026 | 07:15 CEST
Nuclear Power for AI: How Amazon, Paladin Energy, and Standard Uranium Are Fueling the New Uranium Supercycle
The world is changing at an ever-faster pace. While the first phase of decarbonization was primarily driven by renewable energy from wind and solar power, the unprecedented rise of AI models has exposed a weakness in this strategy - the lack of carbon-free baseload power. For this reason, alliances are now forming between the tech giants of Silicon Valley and the resource pioneers of Canada's Athabasca Basin. The goal: to secure the future of digital infrastructure. The global energy landscape is thus at a turning point where purely ideological debate is giving way to harsh economic reality. While the years following the Paris Agreement were marked by ambitious goals, the current decade is defined by industrial sovereignty and profitability. We highlight opportunities.
Read
Commented by Fabian Lorenz on May 12th, 2026 | 07:10 CEST
SHARE PRICE DROP for Nel ASA and Evotec! SHARE PRICE OPPORTUNITY for HPQ Silicon!
Is HPQ Silicon's stock poised for a revaluation? There are certainly good reasons to think so. Its high-performance batteries have once again impressed. This could signal a significant technological leap forward for applications in drones, defence, mobility, and high-end electronics. Nel ASA's new generation of pressure-driven alkaline electrolyzers is expected to represent such a technological leap. On the stock market, however, the announcement triggered a sell-off. Investors had likely speculated on bigger news following the rally. There is disappointment also at Evotec. The management board provided an optimistic outlook in its Q1 results, but first-quarter revenue and EBITDA were initially underwhelming. Analysts' price targets vary widely.
Read
Commented by Armin Schulz on May 12th, 2026 | 07:05 CEST
The Gold Supercycle Is Underway. Lahontan Gold Aims to Deliver by 2028 at the Latest. Three Deposits, One Processing Facility — A Story Worth a Closer Look!
Three gold deposits, a single processing facility, and a logistics setup so simple it almost seems trivial. That is precisely what currently makes the Canadian development company Lahontan Gold an interesting case for investors looking to position themselves ahead of the next potential gold producer. While many mining projects struggle with inadequate infrastructure or complex permitting processes, Lahontan is relying on a former producing mine with historical infrastructure, a nearby satellite project, and legacy heap-leach piles that others once considered worthless. The concept is straightforward — and the execution appears carefully thought out.
Read
Commented by Tarik Dede on May 12th, 2026 | 07:00 CEST
Volatus Aerospace: Positioned for Growth in the Expanding Drone Economy
The wars of this decade have permanently altered the military landscape. Thanks to superior, affordable, and efficient drone and missile technology, middle powers like Iran are standing up to superpowers such as the US. So is little Ukraine in Eastern Europe, which has now withstood attacks from its adversary Russia for more than four years and, thanks to drone defence and attacks, has not collapsed as expected. Armies like the Bundeswehr, NATO members, and even the giant US must rethink their strategies in light of these developments. Drones appear to be a cost-effective and efficient weapon capable of shaking even world powers. There is open doubt as to whether tanks or warships will even be needed in the future in the quantities seen today. Volatus Aerospace has positioned itself strongly in the future market of drone technology. As a Canadian company, it has practical access to all NATO partners and, of course, its own military. This is further strengthened by a strong position in the civilian drone market. With order books bulging at around CAD 600 million, the stock could now shift into high gear again after a long sideways phase.
Read
Commented by Tarik Dede on May 11th, 2026 | 10:30 CEST
New Opportunities in Gold Stocks: Pan American Silver, North Arrow Minerals, and B2Gold
The war in the Persian Gulf appears to be entering its final phase. It is becoming increasingly clear that the US government wants to withdraw as quickly as possible and declare victory, leaving the rest to its own narrative management. This sentiment is also reflected in the gold price. Most recently, Deutsche Bank helped fuel momentum by issuing a price target of USD 8,000 for gold. Now, a key technical decision may be approaching. Gold has reached the resistance zone around USD 4,850, putting the April highs within reach. If a breakout succeeds, the path toward the USD 5,200 level would at least be technically open from a chart perspective. An end to the war could provide the right momentum here. The main beneficiaries of a higher gold price are gold stocks. We therefore take a closer look at the shares of Pan American Silver, North Arrow Minerals, and B2Gold.
Read
Commented by Fabian Lorenz on May 11th, 2026 | 07:25 CEST
A Ticking Time Bomb in the US! Zefiro Methane Targets a Billion-Dollar Market - Is the Stock a Bargain?
A time bomb is ticking in the United States — in fact, millions of them. Millions of abandoned oil and gas wells are leaking climate-damaging methane into the atmosphere. In some cases, the consequences have been dramatic, as videos showing burning tap water and even house explosions have demonstrated. The US government has meanwhile responded with multi-billion-dollar funding programs. One company benefiting from this trend is Zefiro Methane. The company plugs orphaned wells, reduces methane emissions, and is aggressively expanding into new states. With a market potential estimated at more than USD 400 billion, rapidly rising revenues, and a recent acquisition, Zefiro could still be at the very beginning of an extraordinary growth story. Against this backdrop, the company's current valuation of only around CAD 63 million could make the stock appear significantly undervalued.
Read
Commented by Stefan Feulner on May 11th, 2026 | 07:20 CEST
AngloGold Ashanti, Power Metallic Mines, Lynas Rare Earths – Commodities on the Verge of Another Surge
The next commodities rally may be just getting started. As inflation remains stubbornly high worldwide and geopolitical tensions between China, the US, and the Middle East escalate, critical commodities are increasingly coming into the markets' focus. Copper and rare earths, in particular, are considered strategically indispensable, both for the energy transition and for AI, defence, and modern infrastructure. At the same time, disrupted supply chains and looming export restrictions are exacerbating the supply situation. Experts are already warning of massive supply shortages. For investors, this could create an explosive environment in which select commodity and mining stocks are poised for a new upward surge.
Read
Commented by Armin Schulz on May 11th, 2026 | 07:15 CEST
Geopolitical Risks Are Turning Energy into a Weapon – Why Investors Should Now Take a Closer Look at Nordex, RE Royalties, and First Solar
Electricity demand is surging due to artificial intelligence (AI), industrial expansion, and electric mobility—yet geopolitical risks are increasingly turning energy into a strategic weapon. In 2025, renewable energy sources accounted for 55.3% of electricity consumption in Germany, but that alone is not enough. Those who invest in green energy today secure competitive advantages and reduce long-term cost risks. The real bottleneck? Stable financing over the long term. Only when capital flows are steady can green electricity production be industrialized and scaled effectively. We take a closer look at wind power specialist Nordex, renewable energy financier RE Royalties, and solar company First Solar.
Read
Commented by André Will-Laudien on May 11th, 2026 | 07:10 CEST
Critical metals will shape the future: BYD, NIO, Strategic Resources, and VW in the e-mobility race
While Europe is pumping billions into new charging infrastructure and power grids, a brutal, cutthroat competition is beginning to unfold in the global auto market. Volkswagen is fighting to maintain its industrial dominance, while BYD is pushing ever harder into Europe with aggressive pricing and massive vertical integration, and NIO is targeting the premium segment. At the same time, with every additional electric vehicle, the demand for strategic metals is exploding, and their supply chains are coming under increasing geopolitical pressure. This is precisely where Strategic Resources could suddenly come into focus, as Western industries are desperately seeking secure sources of raw materials outside China. The Middle East conflict and oil prices nearing the USD 100 mark are acting as a catalyst for alternative powertrains while simultaneously heightening nervousness in the commodities markets. For investors, this marks the beginning of a phase in which automakers are no longer likely to be the sole winners of the mobility transition, but rather, above all, those companies that have access to the critical metals of the next industrial revolution.
Read