Comments
Commented by Nico Popp on February 3rd, 2026 | 07:00 CET
Crash as a reality check for AMD and First Majestic: Why silver and AI are correcting while Almonty stands firm on rising tungsten prices
Market sentiment has shifted sharply in recent weeks: what began as profit-taking has developed into a real stress test for investors' nerves. The sectors most celebrated in recent months – AI stocks and precious metals – have taken a beating. Yet amid this turmoil, one phenomenon is emerging that should make investors sit up and take notice: the tungsten market is completely decoupled from the crash and, seemingly immune to Wall Street panic, is hitting new highs. Tungsten, the indispensable backbone of Western defense and heavy industry, is becoming more expensive while almost everything else is falling. In this environment, Almonty Industries is emerging as a quasi-monopolist with excellent prospects to deliver long-term gains for its shareholders.
Read
Commented by Fabian Lorenz on February 2nd, 2026 | 07:45 CET
Plug Power under pressure! 2G Energy and the AI BOOM! 100% PRICE POTENTIAL for A.H.T. Syngas shares!
Analysts see over 100% upside potential for A.H.T. Syngas shares. Experts believe the company is on the verge of a growth spurt. The market potential for synthetic natural gas substitutes from biogenic residues is huge. In addition, the company is in the process of transforming itself from a pure plant manufacturer to an energy producer. While A.H.T. is only worth around EUR 10 million on the stock market, 2G Energy is already worth EUR 600 million. This is also raising shareholders' expectations. The latest order intake failed to provide any impetus, with everyone waiting for news from the US. There is currently a sense of alarm at Plug Power in the US. At an extraordinary general meeting, shareholders are to decide on the future of the hydrogen specialist. The postponement of the event is causing uncertainty.
Read
Commented by Armin Schulz on February 2nd, 2026 | 07:40 CET
BASF, MustGrow Biologics, and K+S Alliance: How to benefit from the megatrend of food security
Global food security is facing a historic stress test. Driven by population dynamics, climate extremes, and geopolitical upheavals, efficient food production is becoming the central task of the century. Investors who want to invest in this systemic transformation are positioning themselves at critical points in the value chain. Three key players, a chemical giant, a pioneer in biological solutions, and a specialist in soil health, show where the greatest opportunities lie. The strategies of BASF, MustGrow Biologics, and K+S provide the decisive blueprints for the future.
Read
Commented by Stefan Feulner on February 2nd, 2026 | 07:35 CET
Antimony Resources – Geopolitical commodity leverage
The world is heading toward a new commodity conflict, and antimony is suddenly in the spotlight. Neither the defense industry nor modern technologies can function without this metal. But, as with rare earths, the West is dependent on China. Amid this geopolitical imbalance, Antimony Resources Corp. is coming into focus. The Company is developing one of the more advanced and promising antimony projects in North America in a secure jurisdiction and with convincing recent progress. This presents investors with a rare opportunity to invest early in a strategic commodity that is becoming increasingly valuable, both politically and economically.
Read
Commented by André Will-Laudien on February 2nd, 2026 | 07:30 CET
Crash, correction, or buying opportunity? Silver at 74, gold at 4,700 - SAP and Microsoft down 20%, while Almonty and ASML advance
What a Friday it was! Oil prices started rising in the morning due to fears of a US invasion of Iran. But things turned out differently! Silver, which started the day at USD 112, reached prices of around USD 74 by 7 pm – a crash of 40% from its recent highs. Gold followed suit, dropping by roughly 20%. Trading floors saw exceptionally high volumes, and a new US Federal Reserve chairman was announced. The day before, ASML reached a new all-time high, while SAP and Microsoft continued their downward trend. Almonty Industries shot up to record levels and was only slowed down by the negative sentiment. How is all this connected? Read on to find out.
Read
Commented by Nico Popp on February 2nd, 2026 | 07:25 CET
Energy from waste, as at Verbio: CHAR Technologies as the savior of the steel industry – competition for market leader SunCoke Energy
The steel industry is facing a severe test that is often glossed over in ESG reports. While politicians, the media, and futurologists dream of green hydrogen, this vision collides with harsh reality: steel, the basic material of our modern civilization, cannot be produced in existing plants without solid carbon. It serves not only as an energy source, but also as a chemical reducing agent to extract oxygen from iron ore and as a support structure in the furnace. Against this backdrop, it becomes clear that decarbonization cannot be achieved by completely eliminating carbon, but only by replacing its fossil origin. In this billion-dollar market, the Canadian company CHAR Technologies is positioning itself as a key problem solver. While the established market leader SunCoke Energy still relies on fossil coal and is increasingly under margin pressure, CHAR's biochar is an immediately available, climate-neutral solution. At the same time, Verbio's success in Europe shows that scaling up waste materials to energy works – a logic that CHAR is now applying to the steel sector.
Read
Commented by Carsten Mainitz on February 2nd, 2026 | 07:20 CET
Energy: The bottleneck of the markets – how investors can benefit from American Atomics, Nordex, and Siemens Energy!
Energy is a key determinant of the competitiveness of economies and companies. Availability, price, and security of supply directly influence costs and, in turn, the prices of products and services. Renewable energy is important, but fluctuating power generation, the risk of dark doldrums, and the currently limited storage capacity pose significant challenges. Against this backdrop, uranium is experiencing a comeback as a reliable energy source. Many tech giants such as Alphabet, Microsoft, Amazon, and Meta are already relying on nuclear power to meet the enormous energy demands of their data centers and AI infrastructures in a reliable and low-carbon way. American Atomics is considered a beneficiary of this trend. The company is pursuing the goal of establishing a fully integrated North American value chain, leveraging favorable political and structural tailwinds.
Read
Commented by Nico Popp on February 2nd, 2026 | 07:15 CET
Not all nickel is created equal: How Power Metallic Mines stands out from the crowd – Talon Metals and Magna Mining as role models
The nickel market has been experiencing a split for some time now, forcing investors to rethink their strategies. At first glance, there is enough of this important industrial metal available, as Indonesia has flooded the markets in the past with material from its huge laterite deposits. But appearances can be deceiving. There have long been two markets for nickel: a market for bulk nickel, which is produced primarily in Indonesia with high energy consumption and questionable environmental standards, and a premium market for high-purity, ESG-compliant sulfide nickel, which is indispensable for the high-performance batteries of the Western automotive industry. While prices on the London Metal Exchange (LME) are capped by the Indonesian oversupply, strategists such as Tesla and GM are paying significant premiums behind closed doors for material that is not only chemically pure but also geopolitically and ecologically sound. In this exclusive club of North American nickel projects, Power Metallic Mines is positioning itself as one of the most exciting stocks. With its high-grade NISK discovery in Québec, the Company occupies precisely the niche that Donald Trump has declared a matter of national security through the US "One Big Beautiful Bill" legislation.
Read
Commented by Armin Schulz on February 2nd, 2026 | 07:10 CET
Taking advantage of the crash: How Newmont, Silver Viper Minerals, and First Majestic Silver are poised for the silver boom
The sharp sell-off in precious metals on January 30 caught many investors off guard. Silver fell by as much as 34%, while gold declined by a more moderate 12%. This abrupt correction has unsettled markets, yet it may also be obscuring a significant opportunity. A structural supply deficit in silver is meeting with exploding demand from industry and technology. This imbalance forms the basis for a potentially powerful next phase in the silver cycle. Three companies appear particularly well-positioned to benefit from this dynamic: Newmont, Silver Viper Minerals, and First Majestic Silver. We take a closer look at their strategies.
Read
Commented by Carsten Mainitz on February 2nd, 2026 | 07:05 CET
These investment specialists pay high dividends: RE Royalties, Mutares, DWS – Growth and dividends are not mutually exclusive!
Nowadays, anyone who talks too much about dividends can quickly be labeled "old-fashioned." Why settle for a 6 or 10% return when stock prices seem to be skyrocketing every day? But trees do not grow to the sky. Recently, investors were abruptly reminded of this by the sudden crash in gold and silver. While the masses often chase the next big thing, successful investors sometimes pursue very different strategies. Warren Buffett made a fortune with investments that others considered boring. The companies mentioned here pay high dividends - RE Royalties, even 13% p.a. - and continue to grow. Not exciting enough? Perhaps. But often, this is exactly how money is made in the long term.
Read