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Commented by Matthias Schomber on July 26th, 2026 | 07:00 CEST
Volkswagen Under Pressure! Is Porsche AG Ready to Accelerate? RE Royalties Near a Technical Breakout?
The world remains mired in a web of conflicts and wars, leaving financial markets repeatedly holding their breath. Geopolitically, we appear to be heading towards a scenario that would have seemed unthinkable only a short time ago. Will the conflict with Iran escalate further? Are we facing devastating large-scale US air strikes in the Middle East, following the deployment of B-1 bombers to the region? Could the situation even escalate to the use of a tactical nuclear weapon, or is this historic sabre-rattling ultimately a calculated bluff by global powers—designed to trigger panic before the next major "TACO trade" unfolds? While investors grapple with uncertainty, Europe's traditional industries are coming under increasing pressure. The automotive sector and its suppliers are particularly vulnerable. Even iconic German industrial giants such as Volkswagen are showing signs of strain, prompting an increasingly uncomfortable question: Will Volkswagen still exist in five years? In this historic context, the wheat is truly being separated from the chaff. While traditional industries and corporations are fighting for their very survival, smaller niche players are seeing significant opportunities emerge. We take a closer look at where investors may still be able to generate attractive returns.
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Commented by Carsten Mainitz on July 24th, 2026 | 10:00 CEST
Keep Your Eyes Open! These Small Caps Are at a Critical Turning Point: North Arrow Minerals, Heidelberger Druckmaschinen, and Lang & Schwarz!
For stock pickers, it is the opportunity that counts—regardless of whether the potential alpha lies in commodities, industrials, or financial services. On top of that, small- and micro-cap stocks fly under the radar of the masses. This comes with both advantages and disadvantages. Patient investors who put the puzzle together correctly can benefit from this. In the case of Heidelberger Druck, the transition from a traditional machinery manufacturer to a technology group is being overlooked. As for Lang & Schwarz, the market is interpreting the loss of a major client almost as a failure of the business model—even though that model is actually based on multiple pillars. At North Arrow Minerals, exploration progress underscores the potential of the flagship Kraaipan Gold project. Well-known investors have already gotten on board. Who will come out on top?
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Commented by Matthias Schomber on July 24th, 2026 | 09:00 CEST
A Moment of Truth, Bankruptcy Fears, or Comeback? Plug Power & Nel ASA Fight for Survival! Will Lahontan Gold See a Technical Breakout?
Geopolitical tensions in the Middle East and an escalation in the Iran conflict are currently causing further turmoil in global financial markets. Crude oil prices are climbing noticeably, while uncertainty among market participants grows by the day. How much higher can prices go, or will peace negotiations resume? The news suggests otherwise. B-1 bombers are being sent to, or redeployed to, the Middle East. Yields on 10-year US Treasury bonds have risen to 4.7%—the highest level this year. In any case, with the resurgent oil price shock, inflation also threatens to pick up again, which could pose significant challenges for central banks worldwide. In this nervous market environment, investors are desperately searching for clear reference points and promising tangible assets. While traditional hydrogen pioneers such as Plug Power and Nel ASA continue to struggle to maintain their own stability and liquidity, select commodity stocks may offer better prospects. In these turbulent times, investors looking to build a more resilient portfolio need to take a closer look.
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Commented by Stefan Feulner on July 24th, 2026 | 08:55 CEST
AeroVironment, Volatus Aerospace, Kratos Defense—Canada Takes on the US Drone Giants
Drones have evolved from a niche product into one of the defence industry's most important future markets. Billions are pouring into autonomous reconnaissance systems, combat drones, and modern defence technologies. While established US corporations are winning ever-larger government contracts, a Canadian challenger, backed by civilian cash flow, NATO business, and new production capacity, could be on the verge of its next growth spurt.
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Commented by Jens Castner on July 24th, 2026 | 08:50 CEST
IMPRESSIVE NUMBERS AT EQUINOR, NERVOUSNESS AT MUNICH RE, A SENSE OF OPTIMISM AT ZEFIRO METHANE
Hardly any other greenhouse gas warms the atmosphere as quickly as methane. That is why a new, still-emerging market for climate credits is developing around the elimination of methane leaks. Investors can profit even in this early phase. Shares of three companies in particular are well-suited for this. Canadian remediation specialist Zefiro Methane provides the service, the long-established German conglomerate Munich Re insures the associated risks, and the Norwegian oil and gas producer Equinor represents the buyer side. While Equinor is benefiting from high oil and gas prices and reporting stellar quarterly results, nervousness is spreading at Munich Re because the executive board intends to review the annual forecast once again. At Zefiro Methane, on the other hand, there is a genuine sense of optimism, driven by a fully loaded order book.
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Commented by Nico Popp on July 24th, 2026 | 08:50 CEST
Cameco Had to Buy Uranium on the Open Market – NexGen Opts Out of Offtake Agreements – Standard Uranium Receives a "Gift"
Now Saudi Arabia has entered the picture as well. The recent nuclear deal with the US underscores that nuclear power is on the rise. The reason is clear: AI data centers require climate-neutral baseload power. However, nuclear reactors need uranium fuel—and uranium is anything but abundant. At the same time, Western sanctions against Russian uranium are further tightening an already constrained global supply. Amid this supply gap, a remote region in northern Canada is increasingly attracting investor attention. The Athabasca Basin is home to the world's largest uranium deposits. While established industry leaders and advanced developers already command multi-billion-dollar valuations, investors are searching for the next discovered success stories in the world's premier uranium district. We take a closer look at the investment landscape in the Athabasca Basin.
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Commented by Fabian Lorenz on July 24th, 2026 | 08:45 CEST
Energy Stocks Ride the AI Boom! Price Targets Rise! SMA Solar, Bloom Energy and RE Royalties in Focus
Bloom Energy is not a stock for the faint of heart. Analysts believe the recent correction may have run its course and have raised their price targets accordingly. Analysts are also becoming increasingly optimistic about SMA Solar. The inverter specialist is winning over investors with its battery storage solutions, and management raised its full-year guidance following strong second-quarter results. RE Royalties is another beneficiary of the AI boom in the US. With its innovative business model, the company remains on a strong growth trajectory. The dividend yield exceeds 10%. However, management is dissatisfied with the stock's performance. Is the long-awaited catch-up rally about to begin?
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Commented by Stefan Bode on July 24th, 2026 | 08:40 CEST
Opportunities & Risks in Q2 Earnings: Almonty Industries, BioNTech, Danaher, Pfizer, and Sartorius
Global equity markets remain highly dynamic, and the fundamental backdrop has changed rapidly in recent quarters. In today's report, we examine three compelling investment stories at critical turning points. We take a closer look at former pandemic-era pharmaceutical high-flyers that must now navigate new tariffs as they shift their focus toward cancer therapies. We also analyze a geopolitically indispensable producer of a critical raw material that is benefiting significantly from efforts to secure Western supply chains. Finally, we turn to the bioprocessing sector, where upcoming quarterly earnings could determine the industry's direction following recent market turbulence. Find out where the most attractive opportunities, and the key risks, may lie.
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Commented by Fabian Lorenz on July 24th, 2026 | 08:35 CEST
North America is betting on nuclear power! Who stands to benefit? Siemens Energy, Cameco, Constellation Energy, and American Atomics
North America is fully committed to nuclear power. In Canada, a flagship project featuring four small modular reactors (SMRs) is set to supply electricity to 1.2 million households. In addition, large nuclear power plants are also planned. The government is supporting this expansion—just as it is in the US. There, nuclear power capacity is set to quadruple by 2050, rising from the current level of around 100 GW to 400 GW. This presents investment opportunities for investors across the entire value chain, starting with uranium. New mining areas are urgently needed. In addition to Cameco as a core investment, American Atomics is an interesting option. The company is working to establish an integrated value chain. The latest developments in its flagship project are promising. But Siemens Energy also plans to capitalize on the boom. Although the German conglomerate does not supply reactors, it does provide steam turbines, generators, and other equipment for nuclear power plants.
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Commented by Nico Popp on July 24th, 2026 | 08:30 CEST
Promising Explorer Kobo Resources Heading for a Busy Fall? Endeavour Mining and Perseus Mining Under Pressure
West Africa stands out for its vibrant mining scene. A lot is happening in the region right now. While the major mining giants are investing billions in their existing operations to extend mine lifetimes, an increasing number of smaller players are also coming into focus with high-grade discoveries. In Côte d'Ivoire in particular, there is already existing processing infrastructure that needs to be utilized to full capacity. This is driving activity along the Birimian greenstone belt. The race for promising gold properties near existing milling capacity has begun. In this way, corporations are avoiding extensive new investments and permitting processes while breathing new life into existing facilities. We explain the trend and highlight a potential beneficiary.
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