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Commented by Tarik Dede on May 28th, 2026 | 07:05 CEST
The IPO Boom is Hitting the Gold Market: Sunshine Silver, DRC Gold, and Kinross Gold in Focus
On June 12, Elon Musk plans to list SpaceX on the Nasdaq. With a valuation of USD 1.75 trillion, it is shaping up to be the largest initial public offering in history. But the pipeline of new listings is also gaining momentum in the commodities sector. Sunshine Silver Mining & Refining, for example, is preparing an IPO on the NYSE and aims to raise up to USD 330 million. And it is far from the only resource company seeking to go public this year. DRC Gold, meanwhile, appears particularly interesting from a takeover perspective. The Canadian company plans to bring two gold mines into production over the medium term. At the same time, Chile is increasingly becoming an Eldorado for gold miners, alongside its role as the world's leading copper producer. Kinross Gold is now planning a multi-billion-dollar investment there, but could also pursue further growth through acquisitions.
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Commented by Jens Castner on May 28th, 2026 | 07:00 CEST
WORSE THAN MILLIONS OF COWS: ZEFIRO TAKES ON AMERICA'S CLIMATE KILLER
Millions of abandoned oil and gas wells are silently polluting the atmosphere—largely unnoticed, largely unchecked. Zefiro Methane has set itself the goal of permanently plugging them and is generating revenue from three sources: industry, government, and the carbon credit market. The Canadian company has recognized that America's methane problem can not only be addressed, but also monetized. The stock's valuation still has significant upside potential.
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Commented by Matthias Schomber on May 28th, 2026 | 06:55 CEST
BYD and Xiaomi Struggle in Price War—Is dynaCERT Set to Take Off?
When it comes to electric vehicles, the investment world also keeps a close eye on the Asian market, where a fierce price war is currently raging. Former investor darlings have come under unexpected and significant pressure in recent months—and in some cases still are—and are having to accept losses in profits. But while these companies are struggling, a Canadian cleantech company is increasingly coming into focus for investors. With interesting solutions for fuel savings and emissions reduction, it strikes exactly the right chord. In light of surging fuel costs, freight companies worldwide are desperately searching for solutions. And this is precisely where a lucrative opportunity is emerging. Discover the potential of an up-and-coming company like dynaCERT.
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Commented by Carsten Mainitz on May 27th, 2026 | 08:20 CEST
A Multi-Billion-Dollar Business: Zefiro Methane Is a Major Player – A Revaluation Is on the Horizon!
Methane is now considered one of the key levers in the global fight against climate change. Over a 20-year period, the gas is more than 80 times more harmful to the climate than CO₂, and in the US, it escapes by the millions from abandoned and orphaned oil and gas wells. Accordingly, political pressure is mounting to quickly eliminate these harmful sources of emissions. In the US alone, billions of dollars from government subsidy programs, climate initiatives, and private ESG investments are now flowing into remediation efforts. Zefiro operates as a hidden champion at this intersection. With its latest acquisition, the company's profitable growth is gaining significant momentum. The stock is poised for a revaluation.
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Commented by Fabian Lorenz on May 27th, 2026 | 08:15 CEST
AI Winners! Shares of SMA Solar and SUSS MicroTec Are Skyrocketing! RE Royalties Next?
The AI boom is currently driving the stock markets. As OpenAI and Anthropic prepare for their IPOs, semiconductor and energy stocks are skyrocketing. SMA Solar has recently been among the favourites in Germany. The company, known for its inverters, is increasingly positioning itself as a provider of battery storage solutions. The stock has doubled since early March. SUSS MicroTec's stock has surged by a robust 185% over the past six months. But now analysts are putting the brakes on the euphoria surrounding the semiconductor equipment manufacturer. Investors looking for the next rising star should take a closer look at RE Royalties. The renewable energy royalty company does most of its business in the US. The share seems almost ridiculously cheap and pays a 10% dividend.
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Commented by Matthias Schomber on May 27th, 2026 | 08:10 CEST
China's Antimony Embargo Strikes at the Heart of the US Defence Industry: Lockheed Martin, General Dynamics, and Others Must Rethink Their Strategies! Antimony Resources Corp. Could Be the Solution!
It sounds like the plot of a movie: a little-known metal—or more precisely, a semimetal—that influences the effectiveness of entire armies and military conflicts. But antimony is very real, and supplies are becoming increasingly scarce. China, Russia, and Tajikistan control the majority of global production. In September 2024, Beijing effectively tightened the supply tap, followed in December by an explicit export ban targeting the US. For defence giants like Lockheed Martin and General Dynamics, this has major implications, as their procurement plans must be completely rethought and redesigned. Antimony is found in armour-piercing ammunition, heat-resistant cables for fighter jets, and the sensitive infrared sensors of the F-35. The vulnerability of supply chains is no longer a secret but has become a security risk. Against this backdrop, a small Canadian company is increasingly coming into focus: Antimony Resources. As the name suggests, it is all about antimony. What currently sounds like a speculative exploration story could ultimately become a strategic wildcard in the geopolitical landscape. The question for the future will therefore be: who will supply this critical metal to defence contractors?
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Commented by Tarik Dede on May 27th, 2026 | 08:05 CEST
Diversify Across Commodity Stocks: Wheaton Precious Metals, Globex Mining, Rio Tinto
Not every investor wants to take on the risk associated with a single commodity stock. Nevertheless, there are effective ways to achieve broad diversification. The principle of royalties and streaming agreements has become firmly established in the commodities industry. Under these models, investors provide upfront financing and, in return, receive a defined share of the mined metals once production begins. In both cases, the operational and cost risks remain largely with the mine operator. With Wheaton Precious Metals, a multi-billion-dollar heavyweight has established itself as a leading player in the sector. Globex Mining is significantly smaller, but offers greater upside potential on the exploration side through its own project portfolio. Meanwhile, Rio Tinto represents an attractive alternative for investors seeking broad exposure to the metals sector.
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Commented by Nico Popp on May 27th, 2026 | 08:00 CEST
Energy Security in Southeast Asia: Import Dependency Weighs on Toyota and Intel — dynaCERT Benefits
The countries of Southeast Asia are under pressure: geopolitical instability in the Middle East, soaring fuel costs, and regulatory requirements for decarbonization are forcing established industrial giants to reevaluate their production sites and supply chains. Vietnam's economy, which recorded robust growth of around 8% last year, is revealing significant vulnerability in the current crisis. Since processed crude oil must be imported almost entirely from Kuwait, transportation disruptions have led to shortages, driving diesel prices up by 70% or more since February. This price shock directly impacts the export-oriented manufacturing industry and also drives up logistics costs. For example, rail transport has become more expensive. Since the power grid also faces significant capacity constraints, agile solution providers offering immediate relief are coming into focus.
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Commented by Jens Castner on May 27th, 2026 | 07:55 CEST
RARE METAL, RARE OPPORTUNITY: ALMONTY INDUSTRIES BETWEEN THE DEFENSE BOOM AND AI HYPE
Almonty Industries is on track for profitability. The Sangdong tungsten mine in South Korea has been in production since March 17, so a sustained return to profitability should now be just a formality. The transition from a promising stock to an indispensable raw materials supplier for the defence and semiconductor industries is being guided by a former Wall Street analyst who is well-connected in both the mining and financial sectors: in a few days, Jorge Beristain will assume the role of Chief Financial Officer (CFO). The Canadian with Mexican roots is the right man to explain to the financial world why Almonty shares, despite a spectacular multi-year rally, are by no means overvalued.
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Commented by Fabian Lorenz on May 27th, 2026 | 07:50 CEST
SELL BASF and Hensoldt? BUY Recommendation for Power Metallic Mines
Caution is advised with Hensoldt. Analysts see a potential 30% downside for the stock. The company is trading at a premium to industry peers such as Rheinmetall and Renk, despite slower growth. While the partnerships with Helsing and Schwarz Digits are interesting, they are unlikely to contribute significantly to revenue in the foreseeable future. In contrast, analysts see 100% upside potential for Power Metallic Mines, specifically in the base-case scenario. The first resource estimate is scheduled for this summer. According to analyst estimates, the company could thus transition from a pure exploration valuation to a resource-based valuation phase sooner than previously expected. Analysts foresee difficult times ahead for BASF. The structural problems remain unresolved, and the stock is a "Sell". The chemical giant is attempting to counter these challenges through optimization measures and the increased use of AI technologies.
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