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Commented by Armin Schulz on May 15th, 2026 | 09:00 CEST
USD 1.5 Trillion US Defence Budget for 2027 – Up 44% Year over Year: Volatus Aerospace Provides the Drone Technology
The new US defence budget request for 2027 is a bombshell at USD 1.5 trillion. That is 44% more than the previous year. But the real bombshell is the strategic realignment. A full USD 63 billion is earmarked for unmanned systems alone. One Canadian company is ideally equipped for this, though it comes from an unusual background. Instead of relying solely on military technology, Volatus Aerospace has spent years monitoring pipelines, power lines, and offshore wind farms. This commercial foundation could now prove to be a decisive advantage.
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Commented by Fabian Lorenz on May 14th, 2026 | 08:05 CEST
221% Growth Is Just the Beginning! Tungsten Producer Almonty Industries Poised for Billion-Dollar Revenues!
After a 150% rally so far this year, is Almonty Industries stock still a buy? According to estimates from analysts at Bank of America, the answer may well be yes. The company's 221% revenue growth in the first quarter of the current year could merely mark the beginning of a much larger expansion phase. For the coming year, analysts expect the tungsten producer to generate revenue of CAD 1.32 billion, with margins in line with those typically seen in the technology sector. Earnings per share are projected to climb to CAD 3.50, implying a current P/E ratio below 10. This seems anything but expensive for a company supplying a critical raw material otherwise largely dominated by China. Interested investors may want to mark May 20 on their calendars and register for the virtual IIF event.
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Commented by Carsten Mainitz on May 14th, 2026 | 08:00 CEST
Analysts see significant upside for Antimony Resources, Rheinmetall, and TKMS!
The correction in defence and related sector stocks has recently intensified. A perceived imminent end to the war in Ukraine and more subdued expectations for medium-term growth are weighing on the market. However, according to many analysts, good buying opportunities are now emerging again for Rheinmetall & Co. Structural drivers such as rising defence budgets, geopolitical tensions, and full order books remain intact. One special stock is Antimony Resources. The Canadian company holds the highest-grade deposit of this critical raw material in North America. Antimony is a key raw material for ammunition, electronics, and defence equipment. Its importance is growing enormously against the backdrop of scarce global availability and fragile supply chains. In a recent report, GBC analysts assigned the stock a price target of CAD 3. Following the recent pullback, investors can pick up the stock at its current price of around CAD 0.61!
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Commented by Matthias Schomber on May 14th, 2026 | 07:55 CEST
Bayer and BASF on a Performance High — and MustGrow Biologics as a Secret Weapon Against World Hunger!
Created and published on behalf of MustGrow Biologics Corp.
The world's population is growing inexorably, and with it the demand for efficient—but above all sustainable—solutions in agriculture. While the German heavyweights Bayer and BASF have recently impressed markets with strong performance and further cemented their dominant positions, a smaller player is preparing to emerge from the slipstream of the industry giants and join the major leagues. Hardly anyone is likely to have this stock on their radar yet, but it would be worth at least adding it to the watchlist. MustGrow Biologics may have endured a difficult stretch on the stock market, but recent strategic decisions and regulatory successes suggest that the company could be delivering the right answers to pressing global food security challenges at exactly the right time. The market currently appears to be bottoming out, which could mark an attractive entry point for risk-tolerant investors before the biological agriculture trend gains further momentum. In this report, we examine the latest developments at these three companies in the battle for the farmland of the future.
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Commented by Nico Popp on May 14th, 2026 | 07:50 CEST
Checkmate for Cancer: What Eli Lilly and Bayer Can Learn from Vidac Pharma
Modern medicine is on the cusp of groundbreaking innovations in which the regulation of cellular energy metabolism, known as metabolic correction, is becoming a decisive strategy. While traditional cancer research has relied primarily on the destruction of cells using toxic agents for decades, researchers now recognize that the key to success may lie in the precise control of enzymatic processes. In light of this, value creation is shifting away from the conventional "sledgehammer approach" toward correcting cellular dysregulation. We highlight three exciting companies and focus in particular on metabolism pioneer Vidac Pharma.
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Commented by Armin Schulz on May 14th, 2026 | 07:45 CEST
Higher Diesel Costs and Stricter CO2 Limits: How Daimler Truck, Pure One, and Ballard Power Are Positioning for the Logistics Transition
The logistics industry is on the cusp of a new era. Stricter EU CO₂ limits, volatile diesel prices, and the call for sustainable supply chains are forcing carriers and manufacturers to radically rethink their approaches. Two technologies promise a solution: battery-electric drives for short distances with efficiencies of up to 90%, and hydrogen fuel cells for long distances over 800 km, with refuelling times of under 20 minutes. By the end of 2026, pilot fleets with hundreds of zero-emission trucks will be on the road, supported by billions in investments in charging infrastructure and hydrogen refuelling stations. These subsidies are expected to benefit Daimler Truck, Pure One, and Ballard Power over the long term.
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Commented by Fabian Lorenz on May 14th, 2026 | 07:35 CEST
A 100% price gain not enough? Nordex, Plug Power, and the dividend gem RE Royalties!
Companies in the energy production and infrastructure sectors are increasingly emerging as the real winners of the AI boom. Bloom Energy's stock has risen more than tenfold in just one year. Even Plug Power, which has been operating weakly for years, is skyrocketing. Those who missed the boat there might get a chance with RE Royalties. The renewable energy royalty company shines with a dividend yield of around 10% and a full order pipeline. The revaluation could begin next week. For Plug Power, a 100% price gain since late February has not been enough for investors. They are driving the stock even higher following the quarterly results. For Nordex, the price target is being doubled while the "Buy" recommendation is being withdrawn.
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Commented by Armin Schulz on May 13th, 2026 | 09:40 CEST
Billions for Hydrogen Steel: thyssenkrupp Needs the Raw Materials – Strategic Resources and Rio Tinto Aim to Supply Them
The steel industry accounts for about 7% of global CO₂ emissions. It must become climate-neutral by 2050—and the key is green hydrogen. But without high-purity iron ore pellets and alloying metals like vanadium, the technology remains ineffective. This is precisely where a long-established corporation suddenly becomes a customer. thyssenkrupp can only operate its multi-billion-euro hydrogen direct-reduction plant in Duisburg economically if reliable suppliers provide the necessary raw materials. Strategic Resources and Rio Tinto could play an important role in supplying the required raw material qualities.
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Commented by André Will-Laudien on May 13th, 2026 | 07:45 CEST
333% Gains: What Comes Next for AMD, LPKF Laser, and Group Eleven?
Erratic movements – sky-high valuations! Right now, investors get the impression that AI and data centers are set to become the salvation of the global economy for the next 100 years. Of course, building AI infrastructure costs the tech giants enormous amounts of money. At the same time, the architects behind these systems are making a fortune. In principle, however, it is a cycle: what one company invests becomes another company's profit. Project this dynamic three years into the future, and nearly every major industry will have implemented its own generative AI systems. From entry-level employees to skilled workers and even at the executive level, there is now dramatic potential for cost savings, which in turn improves the bottom line. But at the end of the day, many people may lose their all-important jobs. The result is obvious: consumption is declining, and ultimately, growth is being replaced by contraction. Dynamic investors are riding the current rallies and then exiting at the right moment. What matters most is timing. Here are a few ideas.
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Commented by Armin Schulz on May 13th, 2026 | 07:35 CEST
The battery alone is not enough – Why BYD, HPQ Silicon, and Plug Power will be the hidden winners of the hybrid future
The decarbonization of the global economy is no longer a distant ideal, but a fiercely contested race for market share. While some are betting on pure battery solutions, it is becoming increasingly clear that the future belongs to hybrid systems, in which innovative materials and green hydrogen fill the gaps. Three players from different camps exemplify this shift and could be tomorrow's winners. This look at the heart of industrial transformation reveals the roles played by a Chinese electric vehicle giant, a Canadian innovator in superior anodes, and the American pioneer in hydrogen logistics. We therefore take a closer look at what makes BYD, HPQ Silicon, and Plug Power so special right now.
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