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Commented by Nico Popp on April 14th, 2026 | 07:25 CEST
Europe's Path to Raw Materials Sovereignty: Key Roles for Lundin Mining, Boliden, and Avrupa Minerals
Due to geopolitical developments, Europe is more compelled than ever to reduce its dependence on global supply chains by increasing its own production of base metals. With the Critical Raw Materials Act (CRMA), the European Union (EU) has set ambitious targets to produce at least 10% of its strategic raw material needs domestically and process 40% itself by 2030. This urgency is underscored by forecasts from the International Energy Agency (IEA) and McKinsey, which expect a significant supply deficit of up to 30% for copper by 2035. According to experts, this deficit is driven by the global energy transition and the construction of data centers for artificial intelligence. According to analyses by S&P Global, the transformation requires not only capital but also a radical reorientation of industrial policy away from global just-in-time supply chains toward resilient, domestic clusters. In this complex landscape, the value chain is being reshaped, with companies such as Lundin Mining, Boliden, and Avrupa Minerals each occupying specific segments. We outline companies and business models and discuss opportunities for investors.
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Commented by Jens Castner on April 14th, 2026 | 07:20 CEST
GOLD WITH A CLEAR CONSCIENCE: WHY B2GOLD, KOBO RESOURCES, AND PERSEUS MINING ARE WORTH A LOOK RIGHT NOW
Although the price of gold has fallen since its all-time high of over USD 5,500, the structural drivers of the boom, over-indebted nations, geopolitical turmoil, and massive central bank purchases, remain in place. However, those looking to profit from the gold rush through mining stocks don't have to invest in companies that accept environmental destruction and exploitation. Canadian producer B2Gold has demonstrated for years that responsible mining and cost efficiency are not mutually exclusive. Its Australian industry peer, Perseus Mining, operates sustainable mines in Africa with production costs amounting to less than a third of the current gold price. And the debt-free junior exploration company Kobo Resources is on the verge of its next major gold discovery in the Kossou Basin of Côte d'Ivoire, in the immediate vicinity of an existing Perseus mine.
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Commented by Nico Popp on April 14th, 2026 | 07:15 CEST
Opportunities from the Agricultural Transition: Bayer, Sumitomo, and MustGrow Biologics
Conventional agriculture must rethink its approach: Chemical pesticides are to be reduced and replaced with biological alternatives. Strict regulations, such as the European Union's (EU) Farm-to-Fork Strategy, make this path irreversible and call for a 50% reduction in chemical risks associated with pesticides by 2030. While corporations like Bayer are restructuring their portfolios to be more environmentally friendly, global trading companies like Sumitomo are securing access to novel technologies. A key player in the agricultural transition is the innovative company MustGrow Biologics, which has developed natural plant protection products based on mustard seeds that effectively combat pests in the soil without causing long-term harm to the environment.
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Commented by Tarik Dede on April 14th, 2026 | 07:10 CEST
Volatus Aerospace: A Dual-Use Drone Play with Growth Potential
Whether in civilian or military applications, drones are becoming an increasingly important component of modern technology ecosystems. Recent conflicts, including in Ukraine and the Middle East, have highlighted their strategic relevance. The major powers are faltering. Tank manufacturers are trembling. Yet drones are also increasingly permeating civilian society, a virtually unstoppable trend. According to Global Market Insights, the global drone market could exceed USD 66 billion by 2035, up from around USD 20 billion today. Within this environment, Volatus Aerospace is positioning itself as an integrated provider in North America. Supported by a strong order pipeline, the company is on a growth trajectory. Therefore, investors should also take a look at the stock, especially since there is currently an opportunity to buy in.
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Commented by Stefan Feulner on April 14th, 2026 | 07:05 CEST
Why Power Metallic Mines Could Be the Next Billion-Dollar Buyout by the Giants
While the world debates the volatility of tech stocks, a perfect storm is brewing in the commodities market. The spotlight is on copper and platinum group metals. With its Nisk project in Québec, Canadian player Power Metallic Mines may have set the course for a new era in Western commodity supply at exactly the right time. With drill results that are unmatched in industry, the company is now coming into the sights of major strategists.
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Commented by Fabian Lorenz on April 14th, 2026 | 07:00 CEST
"Top Pick" Siemens Energy, Drone Potential at Steyr Motors, and a Buying Opportunity at DRC Gold
US President Trump continues to keep global stock markets on edge. Gold, energy, and defense stocks were expected to benefit from the announced blockade of the Strait of Hormuz. However, gold and defense stocks, in particular, have been trending weaker, just as they have over the past few weeks. This presents interesting buying opportunities. Take DRC Gold, for example. After the focus, the stock was on an upward trend. But over the past 4 weeks, it has fallen by around 20%. Meanwhile, the update on the resource estimate is imminent and could fuel new takeover speculation. Steyr Motors shares have also lost ground. Yet management looked optimistically toward the future at the AGM. Siemens Energy was among yesterday's losers. But this is no cause for concern. Analysts still consider the stock a "Top Pick," and the partnership with Amazon subsidiary AWS fuels AI speculation.
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Commented by André Will-Laudien on April 13th, 2026 | 09:30 CEST
Double The Gains: 100% Rebound in Defense Stocks and Critical Metals – Rheinmetall, Antimony Resources, CSG, and Mutares in focus
Created and published on behalf of Antimony Resources Corp.
The stock market gives and takes. While investors were able to celebrate a massive 5% gain last week, the tide has already turned in the opposite direction this week. The reason: The hoped-for peace talks in Pakistan between the US, Israel, and Iran have failed. Since this provides no positive momentum for the economy or the already strained energy and metals markets, volatility is likely to return in some sectors. We are looking at opportunities in the critical metals sector and highlighting some stocks that are showing attractive metrics again following recent corrections.
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Commented by Mario Hose on April 13th, 2026 | 07:30 CEST
100% Profit Potential in Sight: Vidac Pharma's Chance to Double vs Bayer and Evotec
Even in the spring of 2026, the stock market remains highly volatile. The upheavals caused by geopolitical crises have been and remain significant and ever-present. While heavyweights like Bayer are struggling to shake off their legal baggage and Evotec is steering into calmer waters, a stock from the back row is suddenly stepping into the spotlight. Vidac Pharma has also had a few turbulent months, and this is precisely where experienced investors now sense an opportunity. With a current share price of EUR 0.56, the company is poised for a potential recovery, an uptick, and perhaps even a complete revaluation. If the strategy pays off, the EUR 1 mark could be reached. That would be a chance to double their money for bold investors. But what is behind this optimism? In this report, we take a look at the industry giants and analyze not only them but also why, of all three, the one with the smallest market capitalization could develop the greatest momentum. It is about potential breakthroughs in cancer research and a management team that is optimizing many aspects for success.
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Commented by André Will-Laudien on April 13th, 2026 | 07:25 CEST
Almonty Drives the Tungsten Market: Between Shortages, Price Surges, and Revaluation
Major stock indices are currently experiencing heightened volatility. Following the strong rally of the past 24 months, both the S&P 500 and the DAX 40 have recently corrected by between 5% and 10%. Rising interest rates and little prospect of peace in one of the many global hotspots are weighing particularly heavily on the market. Commodities paint a different picture: industrial metals and critical materials remain in demand, led by tungsten, whose price has increased roughly tenfold over the past 24 months. Producer Almonty Industries is benefiting particularly from this; with the start of production in Sangdong, it is now entering a new operational phase and, with a market capitalization of more than EUR 4.2 billion, has made its way onto the buy lists of institutional investors. The recent consolidation appears to be over. What should investors be watching for now?
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Commented by Stefan Feulner on April 13th, 2026 | 07:20 CEST
ITM Power, Lahontan Gold, DroneShield – Uncertainties Present Buying Opportunities
As expected, the peace talks between the US and Iran in Islamabad over the weekend have failed for now. As a result, global stock markets are likely to remain under pressure at the start of the week. Many stocks face the risk of massive corrections and oversold conditions, which could be exploited as buying opportunities in the long term. In addition to the gold sector, interesting opportunities are also emerging in the hydrogen and drone technology sectors.
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