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Commented by André Will-Laudien on July 24th, 2025 | 07:00 CEST
What is going on here? Watch out for DroneShield, Pure Hydrogen, and Nel ASA
The stock market is currently taking no prisoners. Megatrends such as AI and high-tech have enabled investors to reap substantial returns over the past two years. But for the past three months, defense and armament stocks have been performing a wild dance on the trading floor. With special public programs to upgrade NATO, investors are expecting billions to flow into companies that maintain a defense segment in their business model. But how can a 600% rise in share prices be justified with just 20% more orders? What if DroneShield disappoints in September? The Australian hydrogen specialist Pure Hydrogen is currently expanding into the US, and much remains to be seen here. So where are the opportunities for investors?
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Commented by André Will-Laudien on July 23rd, 2025 | 07:25 CEST
After a 500% increase - is the next rocket stage about to launch? Rheinmetall, Almonty, Hensoldt, and Steyr in focus!
Some investors are reluctant to add stocks that have already performed strongly to their portfolios. In general, this is not good advice, as a sharp rise often has fundamental reasons. For example, the Düsseldorf-based defense company Rheinmetall is expected to increase its business volume roughly fivefold in the coming years. However, its share price has already skyrocketed by a factor of 20 since the start of 2022. The second-tier defense stocks have not been able to make the same leap, but some have managed gains of up to 500%. What happens next? Technical analysts often say: "The trend is your friend." This suggests that after a correction, the sun will soon shine again. In the strategic metals sector, Almonty Industries has recently made strong progress, and the rally could continue significantly regardless of defense investments. We have done the math for you.
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Commented by Fabian Lorenz on July 23rd, 2025 | 07:20 CEST
Major shareholder buys into DroneShield! Analysts bullish on TUI shares! Antimony: A new commodity gem!
Whether it is critical antimony, modern drone defense, or classic tourism, every industry has stocks with potential. New on the investor radar is commodity gem Antimony Resources. Antimony is a critical metal. The supply situation for Western countries is vital because China dominates the market. Initial drilling successes speak in favor of buying the stock. DroneShield has experienced spectacular share price growth. A prominent major investor appears to be seeking more and is continuing to purchase shares in the drone defense specialist. And at TUI, analysts believe in new sales records – not only in the summer, but also in the coming winter. Profits in particular are expected to rise sharply.
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Commented by Armin Schulz on July 23rd, 2025 | 07:15 CEST
Critical raw materials such as rare earths in the spotlight – How European Lithium is saving RENK, BYD, and your returns
The global battle for lithium and rare earths will determine the future viability of industry. While countries are investing billions to gain control of critical value chains, companies without secure access to raw materials are becoming pawns in the midst of geopolitical tensions. A notable example is the Pentagon's investment in MP Materials. RENK, a defense specialist in high-performance transmissions, and BYD, the electric mobility giant, are existentially dependent on stable supply chains. This is exactly where European Lithium comes in: the Company could break Europe's strategic dependence through domestic production.
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Commented by Fabian Lorenz on July 23rd, 2025 | 07:10 CEST
TAKEOVER SPECULATION! Barrick Mining, Evotec, Desert Gold
Just like the high prices, takeover speculation in the gold sector is also continuing. Desert Gold is repeatedly mentioned as a candidate. With its exciting acquisition in West Africa, the explorer has diversified and made itself even more attractive to a large corporation. Perhaps Barrick? The heavyweight is currently focusing on its ore mines and selling smaller projects. It could then expand again in the gold sector, and Desert certainly fits in regionally. In the biotech sector, Evotec has long been rumored as a takeover candidate. Following the latest revenue warning, this is likely the only hope for investors to achieve short-term returns. Or was the price slide exaggerated?
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Commented by André Will-Laudien on July 23rd, 2025 | 07:05 CEST
The hot phase for nuclear energy is beginning! Oklo, First Hydrogen, Nel, Siemens Energy, and Plug Power
For a long time, nuclear power was considered a thing of the past; however, a significant shift in energy policy is now underway worldwide. The US is at the forefront of this movement. Under Donald Trump, a comprehensive action plan to rebuild the nuclear industry was recently adopted. The goal is nothing less than to quadruple the country's nuclear power capacity, in particular through the massive expansion of small modular reactors (SMRs), which are compact, decentralized mini nuclear power plants. They are considered efficient, safe, and scalable. The message is clear: the United States wants to regain its position as the dominant nuclear power, both in terms of energy policy and technology. Which companies are in the spotlight?
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Commented by Nico Popp on July 23rd, 2025 | 07:00 CEST
Banking crash ahead? Consultant warns of credit crunch! Bank of America, Deutsche Bank, Sranan Gold
Stress test success does not guarantee safety. Banks in the US are currently scoring well with good quarterly figures, and stress tests, which used to be a hurdle, have long since lost their terror. However, Yerbol Orynbayev, former Deputy Prime Minister of Kazakhstan, warns that if the regulation of large banks is scaled back in the wake of the stress tests passed in June and the positive quarterly figures, this could weaken regional banks and ultimately trigger a credit crunch. Orynbayev works as a consultant in the financial sector and has been living in the US since 2017.
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Commented by Mario Hose on July 22nd, 2025 | 11:05 CEST
Why Almonty Industries could be a better investment than MP Materials
Valuation gap with billion-dollar potential? Investors may be overlooking a sleeping giant. While MP Materials is riding high on media hype, an Apple partnership, and US government support, Almonty Industries (NASDAQ: ALM | TSX: AII) – a raw materials specialist focused on tungsten – continues to fly under the radar. However, a closer look reveals a striking valuation gap between the two companies, offering investors enormous upside potential. With a highly critical metal, strategically secured production, and extremely low valuation multiples, Almonty could prove to be one of the biggest success stories of the coming years. One analyst recently took a deeper dive into the numbers and fundamentals. Read the report to learn more.
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Commented by Fabian Lorenz on July 22nd, 2025 | 07:20 CEST
Defense hype, high-tech hope, valuation question: RENK, Salzgitter, and Argo Graphene Solutions
Three shares, three stories – ranging from high-tech hopes to defense-driven fantasy to valuation concerns. Argo Graphene Solutions is bringing the "miracle material" graphene to the construction industry. The stock is on an upward trend. If the rollout is successful, a multi-fold increase is possible. At Salzgitter, hopes for a revaluation based on defense fantasies evaporated after a sharp forecast cut; however, the price loss may have been excessive. And RENK? The defense supplier remains in demand, but valuation concerns are growing. Where is it still worth getting in?
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Commented by Stefan Feulner on July 22nd, 2025 | 07:15 CEST
Netflix, NetraMark, Novo Nordisk – Positive signals
So much for the old saying: "Sell in May and go away". If investors had followed this well-known stock market adage, they would have missed out on some significant gains in 2025. Instead, the world's most important indices, such as the Dow Jones, S&P 500, and NASDAQ, are close to their historic highs. And there is no sign of a summer slump, as the first-half earnings season kicked off last week. Despite already high valuations, further price gains could follow due to the positive market sentiment.
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