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Commented by Nico Popp on April 1st, 2026 | 07:20 CEST
Antimony as a Bottleneck: Challenges for Northrop Grumman and First Solar – Top Opportunity for Antimony Resources
Created and published on behalf of Antimony Resources Corp.
In the spring of 2026, global supply chains for the semi-metal antimony will be under severe pressure. Escalating geopolitical tensions, particularly the war in the Middle East and the de facto blockade of the Strait of Hormuz, have left a deep mark. According to the International Energy Agency (IEA), this is one of the most severe disruptions in recent history. The situation is exacerbated by China's export controls, as China historically controls around 48% of global antimony production. While civilian use of this critical element is partially possible again for US entities, military exports remain strictly prohibited. In this context, the focus is shifting to the development of new Western deposits. The goal: to reliably supply defense contractors like Northrop Grumman and solar companies like First Solar. The exploration company Antimony Resources plays a key role in this effort, offering a readily available solution with its Bald Hill project in Canada.
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Commented by André Will-Laudien on April 1st, 2026 | 07:15 CEST
Interest rates, volatility, and uncertainty: Vonovia plummets, caution advised for TUI, and the green light for Desert Gold
The daily news now feels like a mix of a disaster movie, a stock market ticker, and a satirical show. A president is constantly making threatening gestures, a general has recently taken to tweeting, and a central banker doesn't know how to get inflation under control. Much appears out of balance—raising the question of whether consumers and investors are pulling back or simply adapting. Investors have been living for years in a constant state between alarm bells and champagne corks. Wars here, rising interest rates there, supply chains in gridlock, and suddenly gold shoots up again as if it had drunk one espresso too many. While the tourism sector sometimes crashes and sometimes takes off, it feels like a budget airline in crosswinds. Taking a clear, rational view in such an environment is challenging—but essential. We take a look at real estate, gold, and tourism.
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Commented by Tarik Dede on April 1st, 2026 | 07:10 CEST
Power Metallic Mines: The Company Backed by Commodity Leaders
Three major commodity investors have invested in Power Metallic Mines: Robert Friedland, Rob McEwen, and Gina Rinehart. But this Canadian copper explorer is not just one of the most attractive stocks in the sector because of these big names. The recent decline in the stock price amid the war in the Gulf offers strategic investors the chance to buy in at a lower level. And the copper market remains hot: AI demand, the trend toward electrification, batteries, and the renewal of power infrastructure are driving demand. At the same time, the global supply of copper remains weak.
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Commented by Fabian Lorenz on April 1st, 2026 | 07:05 CEST
Takeover Speculation, Buy Ratings, and 150% Upside? SAP, D-Wave, and Aspermont
Who are the AI winners and who are the losers? This question has been driving the stock market in recent months. Many investors have placed SAP in the losers' camp. As a result, the Walldorf-based company's stock has fallen sharply in recent months. However, analysts see SAP as well-positioned for the AI era. Could a takeover provide fresh momentum? One AI winner is Aspermont. The Australian company possesses a valuable data trove in the commodities sector, which it has digitized over recent years. The plan now is to monetize this data using AI. Analysts expect significantly rising revenues and, in particular, profits. The stock is said to have over 150% upside potential. Meanwhile, shares of D-Wave have more than halved in value this year. Is the quantum hype over?
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Commented by Mario Hose on April 1st, 2026 | 07:00 CEST
Vonovia, Novo Nordisk, and Lahontan Gold: Choose between concrete gold, weight-loss hype, and Nevada's treasure!
The capital market in the spring of 2026 is a whirlwind of emotions. Real estate stocks are struggling to regain ground after the interest rate freeze. In the pharmaceutical sector, a Danish giant is under pressure and has made headlines. Away from the big stage, a smaller player in the mining sector is emerging, one that, after a consolidation phase, now aims to head north. In this report, we take a look at the real estate group Vonovia and the pharmaceutical weight-loss specialist Novo Nordisk. Both stocks have had turbulent months and could now begin to regain lost ground. Another focus is on Lahontan Gold. The Nevada-based company has recently made important strategic moves. Following a financing round, the stock price has stalled briefly. However, the latest exploration news suggests that the stock could now regain strong momentum.
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Commented by André Will-Laudien on March 31st, 2026 | 08:25 CEST
Stock Markets on High Alert: Volatus Aerospace – Drones Are Becoming the Infrastructure of the Modern World
A new era has dawned—those who want to be part of it must act now! Drones are on the verge of becoming the universal technology of the 21st century. A tool that is equally at home in agriculture, industry, disaster response, and military operations. What began as a niche solution for aerial photography is now an indispensable component of modern infrastructure and security architectures. Especially in the military sector, unmanned systems have fundamentally changed the nature of warfare, as they enable reconnaissance, precision strikes, and the protection of critical facilities more efficiently and cost-effectively. At the same time, energy providers, emergency services, and logistics companies use the same technologies to reduce risks and streamline operations. This so-called dual-use capability makes drones a key strategic tool for governments and companies worldwide. Whoever controls the technology increasingly controls the speed, safety, and efficiency of modern societies. These are all topics that have been circulating through the trading floors of stock exchanges for several months. Volatus Aerospace is positioning itself as a notable contender in this space.
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Commented by Nico Popp on March 31st, 2026 | 08:20 CEST
Dividends as Portfolio Anchors: Familiar Names Sanofi and BB Biotech – Hidden Gem RE Royalties
In a market environment marked by structural upheaval, portfolio stability is increasingly coming into focus. Analysts at JPMorgan emphasize that preserving accumulated gains requires a renewed focus on resilience and diversification. Research by S&P Global also shows that dividends have contributed over 50% to the total return of global equities over the past 25 years. Choosing the right stocks is crucial to securing steady cash flows even during volatile market phases. Pharmaceutical giant Sanofi, investment firm BB Biotech, and the virtually unknown Canadian company RE Royalties offer fundamentally different but extremely promising approaches for investors.
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Commented by André Will-Laudien on March 31st, 2026 | 07:30 CEST
The Tungsten Mystery: Commodity prices are skyrocketing, and stock volatility is soaring - Almonty Industries now offers a 100% chance
No all-clear yet from the war fronts, which is making the stock markets volatile and vulnerable. Last Friday, the CNN Fear and Greed Index reached a record high of 10 out of 100 points. In other words, Investors haven't been this worried about the safety of their investments in a long time. This aligns perfectly with the saying: "Buy when the cannons roar!" A contradiction? No, because just yesterday the index jumped up to 13; in particular, the leading European index, the DAX 40, showed robust performance and gained over 2% from its morning low. A brief shift in sentiment or a turning point? Anyone buying Almonty now can get the stock a good 35% cheaper than four weeks ago. What do the analysts say?
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Commented by Stefan Feulner on March 31st, 2026 | 07:25 CEST
Antimony Resources: Escalation Drives Strategic Demand
Created and published on behalf of Antimony Resources Corp.
The situation in the Iran conflict is threatening to escalate further. With the possible deployment of ground troops, the conflict could reach a new level of intensity. Experts are already warning of significant consequences for the commodities markets. Critical metals such as antimony, which is essential for ammunition, armor, and modern weapons systems, are becoming increasingly scarce. Demand is rising sharply, while fragile supply chains and geopolitical risks are limiting supply. Many Western countries are also heavily dependent on imports. If tensions continue to escalate, a structural raw material shortage looms, with far-reaching consequences for defense, industry, and global markets.
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Commented by Armin Schulz on March 31st, 2026 | 07:20 CEST
Europe is caught in an energy trap, but there are also winners: Siemens Energy, A.H.T. Syngas, and RWE in focus
The global energy order is crumbling in the face of two wars. While European pipelines were cut off as a result of the Ukraine conflict, the military conflict in the Persian Gulf is now paralyzing the entire oil trade. For local industry, this historic squeeze poses an existential threat, as Germany’s energy policy has failed to build a robust alternative over the years. Yet it is precisely at the epicenter of these upheavals that billion-dollar profit zones are emerging. A look at three companies shows how they are turning the collapse of the old world into profit: Siemens Energy, A.H.T. Syngas, and RWE.
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