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Commented by Fabian Lorenz on February 17th, 2026 | 07:55 CET
Buy this stock NOW? Gerresheimer, TUI, and Silver Viper Minerals!
If you missed the silver rally, the current consolidation could offer an interesting entry opportunity - and potentially a chance to add to positions. One intriguing second-tier stock in this context is Silver Viper Minerals. In a compelling interview, the CEO outlines the company's strengths. Could it soon become the largest explorer in Mexico? At first glance, the sharp drop in Gerresheimer’s share price might argue in favor of a buying opportunity. However, there are significant concerns. The company’s accounting practices remain subject to scrutiny, and now operational performance is also showing signs of weakness. In contrast, TUI appears to be performing solidly. The tourism group is paying dividends again and has had a strong start to the new year. While the share price has edged slightly lower, insiders have been buying.
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Commented by Nico Popp on February 17th, 2026 | 07:20 CET
Dual return profile: How Antimony Resources combines the security of MP Materials with the potential of Albemarle
In the world of strategic raw materials, true giants often emerge out of necessity. When global supply chains break down, geopolitical alliances crumble, and national security is suddenly at stake, the capital market often responds with a radical revaluation of those companies that hold the strategic solutions. We have observed this phenomenon exemplified by MP Materials, which rose from obscurity to become the indispensable pillar of the American defense industry and delivered dream returns to investors as the only relevant US producer of rare earths. We have also seen this with Albemarle, which transformed itself from a specialized chemical company into the undisputed lithium king of electromobility when the world realized that without lithium, a transport revolution would be impossible.
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Commented by Armin Schulz on February 17th, 2026 | 07:15 CET
Benefiting from the security and energy transition with high-performance batteries: BYD, NEO Battery Materials, and DroneShield
Western countries are facing a major challenge. NATO is calling for record defense spending, while electromobility continues to advance unabated. Germany alone will have a defense budget of over EUR 108 billion in 2026, while global demand for high-performance batteries is set to more than double by 2030. This pincer movement of security constraints and the energy transition is overwhelming traditional industries, but it is opening a window of opportunity for specialized technology leaders who master both worlds. In this tense environment, three companies are catching the attention of investors: BYD, NEO Battery Materials, and DroneShield.
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Commented by Nico Popp on February 17th, 2026 | 07:10 CET
The Dividend Trap: Why RE Royalties Offers Greater Structural Stability Than Petrobras and Maersk
In times of geopolitical uncertainty and volatile markets, investors seek dependable cash flow. Dividend stocks are often perceived as a safe haven in stormy weather, but appearances can often be deceiving. Investors who focus solely on headline dividend yields frequently ignore the structural risks embedded in the underlying business model. An oil major exposed to political interference or a shipping conglomerate whose earnings fluctuate with freight rate cycles may struggle to sustain dividend commitments over the long term. In this environment, it is worth taking a closer look at the substance. While giants such as Petrobras and AP Moller-Maersk are struggling with cyclical challenges, Canadian niche player RE Royalties has developed a model positioned to benefit from one of the biggest investment waves of our time - while elegantly sidestepping many of the typical industry risks.
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Commented by Fabian Lorenz on February 17th, 2026 | 07:05 CET
Things are set to take off in 2026! Steyr Motors, TeamViewer, and dynaCERT in focus!
TeamViewer is heading downward in 2026. The software company's shares are trading at an all-time low and are threatening to slip below the EUR 5 mark. So is now the time to get in? In contrast, dynaCERT shares could be on the verge of multiplying in value. However, that would require an operational breakthrough. According to the company's outlook for 2026, this scenario appears entirely possible, as is a revaluation. Steyr Motors shares underwent a revaluation last year. This needs to be underpinned by significantly higher revenue and profits in the current year. Analysts remain bullish on the defense stock.
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Commented by Nico Popp on February 17th, 2026 | 07:00 CET
Tungsten price explodes to USD 1,737: Why Almonty is now becoming the West's money printing machine – bottleneck for Sandvik and Rheinmetall
A scenario is currently unfolding on the commodity markets that even experienced traders and analysts describe as "extraordinary," if not a "tectonic shift." While investors often look to gold or copper, an exponential price development is taking place in a strategic niche that is turning the calculations of the entire Western industry upside down and creating new hierarchies. The tungsten market, the metal that forms the backbone of the modern defense and high-tech industry due to its extreme hardness and heat resistance, has spiraled out of control. Almonty is the only Western producer to create significant new capacity in 2026.
The price of ammonium paratungstate (APT), the global benchmark product for tungsten trading, is skyrocketing. Within a single week, the price in Rotterdam shot up by more than 26% to reach an average price of USD 1,737 per mtu (metric ton unit). To really understand the drama of this development, one needs to look at the timeline. **At the beginning of 2025, the price was still hovering around USD 340. By the end of 2025, it had more than doubled to USD 862, which was already considered sensational. But what we are now experiencing in the first quarter of 2026 is no longer a normal market fluctuation. It is a wave of panic buying that has caused the price to increase fivefold in just over a year. In this extremely dynamic environment, there are many losers on the buyer side – but on the producer side, there is one clear winner that is positioned like no other: Almonty Industries.
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Commented by Stefan Feulner on February 16th, 2026 | 07:15 CET
Occidental Petroleum, Silver Viper, Micron Technology – New and old favorites
Debt reduction, geopolitical tailwinds, and a technical breakout in the energy sector are meeting structural supply shortages in precious metals and AI-driven demand for memory chips. While oil and gas producers are benefiting from "energy dominance" and tight supply conditions, silver explorers with high-grade projects offer leverage to the next upswing in precious metals. At the same time, semiconductor stocks are igniting the next stage of the AI supercycle, driven by scarcity, rising prices, and exploding data center demand.
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Commented by Fabian Lorenz on February 16th, 2026 | 07:10 CET
Siemens Energy shares - Sell? BASF and American Atomics in the AI energy boom!
Will Siemens Energy shares soon reach EUR 200? Looking at the reaction of the stock market and analysts, there can be no doubt about it. The record-breaking figures published have further fueled the euphoria. The energy hunger from the AI boom is ringing the cash registers. American Atomics also wants to profit from this in the future. While gas-fired power plants currently seem to be the first choice for data center operators, the industry is betting on nuclear energy in the long term. American Atomics plans to mine and enrich uranium directly in the US. Incidentally, France is also heavily committed to nuclear power. One of the largest electricity consumers in Germany is BASF. The high energy prices in Germany are challenging the industrial giant, prompting it, among other things, to expand operations to India.
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Commented by André Will-Laudien on February 16th, 2026 | 07:05 CET
The situation is becoming critical everywhere! Are the next 300% gains already lurking at Antimony Resources, Rheinmetall, Hensoldt, or CSG?
Neglected for too long, but now investors should pay close attention to the critical metals sector. Time and again, new horror stories from Ukraine and the Gaza Strip have reinforced psychological pressure, highlighting that Central Europe, too, could face foreign policy risks. As a result, EU policymakers are continuing to ramp up their spending on defense technology. Until 2022, defense investment in Europe averaged just 1.2% of GDP. By 2024, this figure had already climbed to 1.8%, and for 2025 it is expected to exceed 2.5%. By 2030, research institutes expect it to reach a record high of up to 5%. In other words, 5% of total tax revenues, along with additional debt, would be allocated to acquiring military equipment. A few years ago, in times of peace, this would have been unthinkable. Unfortunately, wars and power-driven political agendas have long since captured the attention of market participants. Investors who fail to act in their portfolios now risk being left behind.
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Commented by Carsten Mainitz on February 16th, 2026 | 07:00 CET
These stocks continue to rise: Almonty Industries, RENK, and Steyr Motors. Do not miss out!
The pause near Almonty Industries' all-time high is likely to prove very short-lived. The arguments in favor of buying the stock are too strong. Several analysts have recently raised their price targets. As one of the world's largest producers of the critical raw material tungsten, the company has geopolitical weight, which is increasing in light of initiatives such as those by the US government to build up strategic reserves of rare earths and other critical raw materials. Several analysts have recently been promoting the two defense stocks RENK and Steyr Motors. Who has the edge?
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