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Commented by Fabian Lorenz on June 4th, 2026 | 07:50 CEST
Plug Power in Rally Mode! Robotics Potential at RENK and First Hydrogen
Plug Power's stock has more than doubled since late February. It broke through the USD 4 mark earlier this week. But the rally will eventually need to be backed up by operational news. At least there was a recent capital increase. At First Hydrogen, the revaluation has only just begun. The company aims to make its mark in robotics and drones. It is targeting an interesting niche within the multi-billion-dollar markets. The stock does not appear expensive. Analysts recommend buying RENK, though the price target has been lowered. However, as is the case across the entire defence sector, momentum is lacking. But this could change soon. A defence trade show is coming up, and RENK is offering an interesting outlook.
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Commented by Carsten Mainitz on June 4th, 2026 | 07:45 CEST
Takeover Fever! BioNxt Solutions, Delivery Hero, and Commerzbank in the Spotlight: How Investors Can Benefit!
The entry of a strategic investor or the prospect of a takeover regularly leads to significant price surges and even massive revaluations. The momentum is enormous; the global market for mergers and acquisitions has reached new records. Especially during periods of technological upheaval, geopolitical realignment, and increasing competitive pressure, companies are increasingly turning to acquisitions to secure growth, resources, or market share. In this context, there are exciting and lucrative developments for investors at BioNxt Solutions, Delivery Hero, and Commerzbank. The investment case for BioNxt Solutions is particularly compelling. The Canadian company aims to bring an alternative to weight-loss injections to market. If successful, this could create a billion-dollar business and attract acquirers. How should investors position themselves?
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Commented by Armin Schulz on June 4th, 2026 | 07:40 CEST
BYD, Power Metallic Mines, Intel: Electric Vehicles and AI Data Centers Are Driving a Copper Crisis
The future runs on electricity, relies on AI, and is being held back by an unassuming metal. Copper, the "red gold" of the energy transition, is becoming a bottleneck. While data centers for language models and autonomous fleets are ramping up their capacity, the supply from mines is drying up. The London Metal Exchange recently reported a 150,000-ton deficit, a reversal of 350,000 tons within a year. Those who do not rethink their strategy now will miss out on the biggest redistribution since the oil shock. We are therefore taking a closer look at BYD as a representative of electric vehicle manufacturers, Power Metallic Mines with its polymetallic deposit rich in copper, and Intel as an indirect consumer of copper through its AI infrastructure.
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Commented by André Will-Laudien on June 4th, 2026 | 07:35 CEST
Critical Metals Riding the Wave of Industrial Demand! NASDAQ Hits 30,000, and Almonty Gears Up for the Russell 1,000
Another milestone for Almonty Industries CEO Lewis Black. While the tech rally is pushing the NASDAQ 100 index above 30,000, the tungsten manufacturer is being added to the Russell 1000 Index following the June expiration, based on revenue and valuation criteria. This also entails membership in the somewhat broader Russell 3000 Index, as shown in the FTSE Russell list. This has far-reaching implications! Index-based ETFs must adjust their asset weightings in line with the indices they track within a specified timeframe. For Almonty stock, which has not been represented there until now, this means additional demand from institutional investors - as if the buzz surrounding the only relevant publicly traded tungsten stock were not already big enough. So the party is likely to keep going strong!
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Commented by Jens Castner on June 4th, 2026 | 07:30 CEST
GOLD, BYTES, AND COCOA: PROFITING FROM WEST AFRICA'S BOOM WITH DESERT GOLD, ORANGE, AND BARRY CALLEBAUT
With economic growth that consistently outpaces the global average, a healthy age pyramid, and soil that literally consists of gold and silver, West Africa is no longer an insider's secret. Four teams at the World Cup in North America—Ghana, Senegal, Côte d'Ivoire, and Cape Verde—are the sporting symbol of a region confidently stepping onto the world stage. Yet this emerging economic region is not represented in most investors' portfolios. The potential for returns is obvious: the gold belt of the Senegal-Mali Shear Zone is attracting world-class corporations, mobile money platforms are replacing entire banking systems, and Côte d'Ivoire supplies around 40% of the world's cocoa. The shares of Desert Gold Ventures, Orange, and Barry Callebaut are therefore worth a look.
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Commented by Carsten Mainitz on June 4th, 2026 | 07:25 CEST
Alpha Found? Alpha Found: Lahontan Gold Positioned for Potential Market Outperformance
In equity markets, alpha refers to above-average performance, typically generated where future developments are not yet fully priced in. This is precisely the situation Lahontan Gold Corp. appears to be in today. While many investors still view the company as a traditional junior explorer, a key transformation is unfolding behind the scenes, supported by a clear timeline and multiple potential catalysts: the transition from exploration to gold production. Such development phases are often rewarded by the market with significant valuation re-ratings, as project milestones, increasing asset maturity, and the prospect of future cash flows come into focus. In addition, a planned listing on the NYSE next year is likely to provide further positive momentum for the share price. Against this backdrop, investors may still have the opportunity to position themselves early for potential above-average returns.
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Commented by Matthias Schomber on June 4th, 2026 | 07:20 CEST
Betting on Gold and Other Commodities: A Closer Look at Agnico Eagle, Barrick Mining, and Strategic Resources
International financial markets are currently navigating a highly complex web of trade tensions, monetary policy decisions, and a slowing Chinese economy, as geopolitical tensions affect global currencies. In this highly volatile environment, commodity markets are undergoing their own transformation, where traditional crisis hedging clashes with forward-looking technology. The price of gold recently came under pressure and corrected significantly from its record highs, putting pressure on major mining stocks. At the same time, amid global decarbonization, the market is increasingly demanding low-carbon solutions and strategic commodities for the next generation of energy storage and industrial processing. This dynamic is creating palpable tension on the trading floor, as the course for the industrial future is now being reset. We take a look at three selected players to reveal where risks lurk following the recent market corrections and where an exceptional, undervalued opportunity may currently be emerging.
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Commented by Armin Schulz on June 4th, 2026 | 07:15 CEST
Energy Transition Meets AI Boom: Siemens Energy, RE Royalties, and NextEra Energy in Focus
The rapid expansion of renewable energy is colliding with the insatiable appetite for electricity driven by artificial intelligence. This collision is creating a demand gap in the electricity sector unlike anything seen before. While data centers are popping up worldwide, the expansion of wind and solar power plants can barely keep up. The result is a structural shortage of clean electricity. Investors can benefit from this perfect environment. Those who bet on the right companies now can benefit disproportionately from this convergence of megatrends. That is why we are looking today at Siemens Energy as a technology supplier, RE Royalties as an innovative financier, and NextEra Energy as the largest producer of green energy.
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Commented by André Will-Laudien on June 4th, 2026 | 07:10 CEST
NATO's Strategic Alliance: Drone Technology for Canada and Ukraine – Volatus Aerospace Strengthens Its Strategic Position
The war in Ukraine is currently demonstrating with great clarity that traditional camouflage and deception strategies are increasingly reaching their limits when faced with AI-powered drone systems. While Russia attempts to confuse algorithmic target acquisition with "zebra" patterns on supply vehicles, modern neural networks learn to classify these signatures as clear target markers in a very short time. At this point, it becomes clear that technological escalation is driving a massive increase in global demand for integrated drone and counter-UAS systems and shifting defence architecture toward autonomous real-time intelligence. According to NATO analyses, global budgets for unmanned systems have been growing at double-digit rates since 2024, as traditional platforms are increasingly supplemented by networked, software-driven reconnaissance and attack systems. In this environment, Volatus Aerospace, as an integrated provider of drone operations, AI-powered analysis, and training infrastructure, is increasingly coming into the focus of institutional investors. In addition, CAD 30 million was quickly raised. The investment rotation is now beginning.
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Commented by Tarik Dede on June 4th, 2026 | 07:05 CEST
Opportunities in the Oil Market: BP, Zefiro Methane, and Chevron In Focus
The price of oil is rising again after ceasefire negotiations between the US and Iran appear to have failed. However, fighting is currently more sporadic, and its intensity differs from what it was a few weeks ago. Nevertheless, oil prices remain high, and analysts expect they will not fall back to pre-war levels for the time being due to the supply shortfall. Barclays estimates that the Strait of Hormuz bottleneck is creating a supply deficit of up to 6.6 million barrels per day—about 7% of the global market. If the blockade persists, a peak of USD 110 is considered possible. The bank set a price target of USD 100 for the fourth quarter of 2026. JPMorgan is already seeing a drop in demand in Asia, partially offsetting the shortfall. Nevertheless, the price target here remains high at USD 96 per barrel. Should shipping traffic in the Persian Gulf normalize, the investment bank expects prices of USD 75 for black gold in the coming year. Oil companies stand to benefit from this development. We are therefore focusing on the shares of BP and Chevron. It is also worth looking at Zefiro Methane, which operates as a "cleanup specialist" in the industry.
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