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Commented by Fabian Lorenz on July 9th, 2025 | 07:00 CEST
Plug Power, TUI, and Argo Graphene Solutions: Who is revolutionizing?
The construction revolution has a new name: Argo Graphene Solutions. With this name, the Company is also formally completing its repositioning. Operationally, it is already working on a revolution: revolutionizing concrete and asphalt by adding graphene. To this end, it has now opened its first commercial site in the US. If the rollout is successful, the stock has the potential to multiply in value. Only the most optimistic investors still believe in Plug Power. The former hydrogen darling has disappointed investors too often. In recent weeks, the stock has risen by over 30%. What is behind this? TUI has underperformed the DAX in the current year. Yet operations are running smoothly. In the cruise sector, capacity has been significantly increased, and the Company has exceeded its own booking targets. But it is not all good news.
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Commented by Nico Popp on July 8th, 2025 | 10:40 CEST
Breaking news: NATO order for Volatus Aerospace – Background and analysis
Volatus Aerospace, a drone specialist for reconnaissance and cargo transport, announced an order from a NATO country overnight. The Company delivered a drone system for short-range reconnaissance, valued at USD 1.85 million. Equipped with thermal imaging cameras and other visual sensors, the unmanned aerial vehicles can be deployed in all weather conditions and at any time of day or night. "This delivery underscores our ability to provide innovative and mission-ready technologies to support the defense operations of our allies," said Glen Lynch, Chief Executive Officer of Volatus Aerospace. "As global conflicts evolve, the need for agile, battle-tested ISR capabilities is growing." The contract is particularly significant for Volatus Aerospace because it highlights the Company's ability to meet the growing demands of the expanding defense market for drones and unmanned aerial systems with its solutions.
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Commented by André Will-Laudien on July 8th, 2025 | 07:20 CEST
Attention: Critical Metals as Future Boosters! thyssenkrupp, Power Metallic, Hensoldt, and Nordex
The start of the second half of the year is bringing new record highs, but volatility remains high. The stock markets are currently in turmoil, with prices changing direction almost daily. This is driven by new headlines about trade tariffs, geopolitical power games, and the question of global security. While the world is currently focused on armed conflicts, a key issue is increasingly coming to the fore for stock market traders: critical metals. These raw materials, ranging from rare earths and copper to gallium and titanium, are the backbone of modern technologies, green transformation, and military strength. In the defense industry, shortages of critical metals could now become a strategic risk, a fact that many still underestimate. Western industrialized nations are therefore increasing efforts to secure raw material sources and reduce their dependence on geopolitically fragile suppliers. Where are the new high-yield champions for your portfolio?
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Commented by Nico Popp on July 8th, 2025 | 07:15 CEST
Construction revolution! Saint-Gobain, Heidelberg Materials, Argo Graphene Solutions
Billions are being poured into infrastructure. Real estate portfolios in many economies are also in dire need of renovation, and what are many builders and project developers doing? Business as usual! However, those who are alert and recognize what is currently happening in the building materials industry can make better decisions, whether as builders or investors. The reason: innovative building materials improve construction and ensure returns. We explain how this works in this article. Also featured: two well-known companies and an insider tip.
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Commented by Stefan Feulner on July 8th, 2025 | 07:10 CEST
Gold and defense stocks on trend – Alamos Gold, AJN Resources, Lockheed Martin
Increasing geopolitical conflicts and escalating wars in Ukraine and the Middle East, coupled with global trade policies that are increasingly lacking a clear strategy - we are currently living in the most uncertain times in decades. Even though stock indices around the world are still moving from one all-time high to the next, caution is advised. The beneficiaries, on the other hand, are clear. In addition to a booming defense industry fueled by the current era of rearmament, gold is once again asserting its role as a safe haven.
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Commented by Fabian Lorenz on July 8th, 2025 | 07:05 CEST
Rheinmetall above EUR 2,000? Bayer shares exhausted? NetraMark Holdings with lots of upside potential!
It seems only a matter of time before Rheinmetall shares break through the EUR 2,000 barrier. Increasingly, analysts are setting price targets above this mark. And operations are running smoothly, as demonstrated by the latest ammunition order and the Company's participation in the German government's billion-euro investment program. NetraMark, on the other hand, does not have to invest billions in research and development. The AI specialist is still an insider tip. However, the first study is now available, and analysts anticipate over 50% upside potential. In contrast, analysts see the end of the price fireworks at Bayer. Are they right?
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Commented by Armin Schulz on July 8th, 2025 | 07:00 CEST
Tungsten and molybdenum for the US military and Elon Musk: Why Almonty's NASDAQ listing could provide the next boost
Tungsten is harder than steel and only melts at 3,422 degrees - no wonder it is used in rockets, industrial robots, semiconductors, and many other high-tech applications. However, 84% of the world's critical metal comes from China, which poses a strategic risk to the West. Since the Chinese government imposed export restrictions, there has been significant upheaval. This is where Almonty Industries comes in. With mines in South Korea, Portugal, and Spain, the Company is building the largest independent tungsten pipeline outside China. For investors, Almonty is thus becoming a lever for raw material independence.
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Commented by Nico Popp on July 7th, 2025 | 07:15 CEST
Is this trend the next big thing? Hensoldt, BASF, Antimony Resources
Antimony is used in many high-tech applications, including the F-35 fighter jet. But as with tungsten, China also dominates the market for antimony. This unique semi-metal is found in the products of many German industrial companies. A young raw materials company from Canada is now preparing to produce antimony outside China and ensure security of supply. Following the recent release of outstanding drilling results, potential industrial partners are likely to be taking notice. How dependent are Hensoldt and BASF on antimony, and could Antimony Resources become the next Almonty?
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Commented by Armin Schulz on July 7th, 2025 | 07:10 CEST
RENK, Globex Mining, BYD: The raw materials gap – A threat to defense and e-mobility, An opportunity for miners
Global industry is facing a turning point. While defense giants like RENK are experiencing record demand yet continue to face investor skepticism, and electric vehicle leader BYD grapples with market saturation, raw materials are redefining the competitive landscape. Raw materials such as tungsten, antimony, and rare earths are essential for high-tech industries. Globex Mining is directly benefiting from this shortage of strategic metals – an effect that is permeating supply chains, from tank manufacturing to electric vehicle production. The diverging paths of these three players underscore the importance of supply security in determining success. An analysis of the current status of RENK, Globex Mining, and BYD reveals the strategic levers for future value creation.
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Commented by Stefan Feulner on July 7th, 2025 | 07:05 CEST
Almonty Industries – Next signs point to an upgrade
Almonty Industries plays a key role in securing the future supply of raw materials for the West. At a time when approximately 90% of the world's tungsten supply originates from China and geopolitical tensions are escalating, the Company is becoming the focus of Western security interests due to its strategically important Sangdong mine in South Korea. Tungsten is indispensable for defense, aviation, electronics, and mechanical engineering, but until now has been virtually unavailable from conflict-free sources. Almonty is not only developing one of the largest deposits outside China, but could also become the most important tungsten producer in the Western world. This represents a unique opportunity from both an economic and geopolitical perspective.
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