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Commented by Carsten Mainitz on November 11th, 2026 | 05:33 CET
Boom with a Few Hurdles? Almonty, Rheinmetall and Renk Put to the Test! Is Now the Time to Buy?
Commodities, defence, returns. This formula for success has developed cracks. Following the recent sharp share price pullbacks, the crucial question is whether these are now buying opportunities or warning signals? With tungsten, Almonty is focusing on a strategic raw material with growing demand and considerable geopolitical significance. With the ramp-up of the South Korean Sangdong mine, Almonty is on the verge of a strong growth spurt. High prices, long-term offtake agreements and a further expansion phase also strengthen the sales outlook. Business at specialist Renk is running at full tilt. Following another forecast cut, Rheinmetall must offer investors a more reliable outlook. Where are the most attractive opportunities now?
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Commented by Fabian Lorenz on November 11th, 2026 | 05:32 CET
US Interim Results: Siemens Energy Among the Losers? First Solar and RE Royalties Among the Winners?
Are renewable energies in the US on the verge of a new boom? Solar energy and battery storage are already growing rapidly. Following the Democrats' victory in the midterm elections, the sector could receive an additional tailwind. One beneficiary that has received little attention so far is RE Royalties, whose business model enables long-term income from green energy projects. First Solar could also be among the winners. The solar group recently disappointed with its quarterly results and a cut to its forecast. By contrast, Siemens Energy risks becoming a loser from the political developments, as stricter environmental regulations could slow the boom in the construction of gas-fired power plants.
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Commented by André Will-Laudien on November 11th, 2026 | 05:26 CET
COP31 as a Catalyst for Returns! These Stocks Stand to Benefit from the Electrification Wave: VW, BYD, dynaCERT and SpaceX in Focus
The COP31 world climate conference in Antalya, Türkiye, is coming into focus for forward-looking investors as a key international implementation event. When almost 200 countries meet for two weeks of negotiations, the systematic decarbonisation of the global transport sector will be at the top of the political agenda. At this landmark summit, host country Türkiye is placing a clear emphasis on the comprehensive electrification of transport to specifically replace fossil fuels such as oil with clean electricity. As national climate action plans under the Paris Agreement must be continually tightened, governments worldwide are under immense pressure to accelerate the transition towards electric mobility and digitalised infrastructure through legislation. Despite political disruption and changed requirements from the US, regulatory pressure to reduce CO₂ remains unabated over the long term. With the Democrats' majority in Congress, there is once again some light at the end of the tunnel for the US too. For equity markets, this government-driven structural transformation means a sector-specific boom for companies in battery technology, charging infrastructure, rail transport and emissions control. Investors are taking notice and specifically targeting the winners!
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Commented by Stefan Feulner on November 11th, 2026 | 05:24 CET
Energy Fuels, Standard Uranium and Denison Mines: Uranium market facing the next supply shock
The expansion of nuclear energy and the rising electricity demand from AI data centres are increasing the pressure on global uranium supplies. New reactors need fuel supplies secured for the long term, while developing additional deposits takes years. New production capacity is therefore being created in North America, existing facilities are being expanded, and previously undeveloped uranium regions are being explored more intensively. Canada and the USA are particularly in focus. This is where it will be decided which companies will be able to supply additional volumes in future.
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Commented by Jens Castner on November 11th, 2026 | 05:21 CET
Before the Market Wakes Up: Lam Research, Strategic Resources and Fielmann Set the Stage for a Recovery
Falling share prices do not always tell the whole story. For three very different stocks, the market has recently priced in more pessimism than the facts warrant. US chip equipment supplier Lam Research reported strong quarterly results, yet its share price has more than halved since the summer. At Canadian resource developer Strategic Resources, a fully permitted project of immense importance for green steel production with an estimated net present value of CAD 1.9 billion stands against a market capitalisation of just CAD 8 million. At Hamburg-based optician chain Fielmann, the recovery has already begun, but analysts still see further upside. Three stocks with three very different risk profiles, but with one common question: Is the market still asleep?
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Commented by Carsten Mainitz on November 10th, 2026 | 05:45 CET
Exciting pharma duel: Who will take off now - BioNxt Solutions, Bayer or Novo Nordisk?
New active ingredients, expanded indications and more user-friendly dosage forms are driving momentum in the global pharmaceutical market. BioNxt Solutions is focusing on novel oral dissolvable films and working towards regulatory and clinical breakthroughs. Industry heavyweights Bayer and Novo Nordisk have recently reported solid quarterly results. Bayer has already overcome several challenges and raised its outlook. At the same time, Novo Nordisk is impressively demonstrating how innovative forms of administration in obesity treatment can achieve soaring commercial success. Where do the most attractive opportunities for investors lie following the latest developments?
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Commented by Matthias Schomber on November 10th, 2026 | 05:43 CET
Boom and Setback! Why Rheinmetall Is Losing Ground, Hensoldt Is Benefiting and dynaCERT Aims to Take Off as a Hydrogen Pioneer!
The European defence sector is facing something of a severe test and challenging times ahead. While industry heavyweight Rheinmetall is stumbling over painful forecast cuts and unexpected project delays despite stellar margins, other defence specialists are shining with record orders, such as Hensoldt, accompanied by raised annual targets. Yet the big surprises for opportunity-focused portfolios often lie beyond the front rank in pioneering niche technologies and are naturally also significantly more speculative. dynaCERT is trying to fight its way upwards within a tight technical chart formation and is awaiting the decisive breakout. But this could come soon! Find out below which shares offer entry opportunities and why a cool head and foresight are now particularly important on the stock market.
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Commented by Stefan Bode on November 10th, 2026 | 05:39 CET
Zefiro Methane accelerates growth
Created and published on behalf of Zefiro Methane Corp.
Zefiro specialises in the remediation of orphaned oil and gas wells and the reduction of methane emissions. While economic uncertainty holds back many small-cap stocks, government environmental regulations and funding budgets worth billions open up lucrative niches. Specialist service providers for the remediation of legacy industrial contamination report full order books and are increasingly attracting the attention of institutional investors. Where, then, do potential opportunities and risks lie?
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Commented by Stefan Feulner on November 10th, 2026 | 05:35 CET
BYD, HPQ Silicon and BMW – The battery race escalates
Created and published on behalf of HPQ Silicon
503 km/h in an electric vehicle, a new generation of batteries from Bavaria and silicon technology for more powerful energy storage: the technological race between China and Europe is intensifying. While BYD shows what modern electric powertrains can achieve with a new speed record, BMW is investing billions in industrial production of its next-generation batteries. At the same time, specialist developers are working to push the limits of today's lithium-ion cells. Higher energy density, lower weight and longer operating times are becoming key competitive factors.
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Commented by Tarik Dede on November 10th, 2026 | 05:33 CET
Election Winners: Gold & Silver – Agnico Eagle, Globex Mining and Pan American Silver Stocks in Focus
One winner of the midterm elections in the United States already seems certain: precious metals. Gold and silver already made strong gains last week and sparked a price rally. Shares in major gold producers posted double-digit percentage gains in a single day in some cases. Investors who have remained loyal to gold stocks can therefore breathe a sigh of relief. Several things now seem set to change politically in the US. With domestic political uncertainty now likely to increase, precious metals stocks should receive a strong tailwind. That is why today we are looking at Agnico Eagle, Globex Mining and Pan American Silver.
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