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Commented by Fabian Lorenz on June 17th, 2025 | 07:15 CEST
More than 50% upside potential with European tech! SAP, Zalando, Ionos, and naoo shares
There is a spirit of optimism in the European tech industry. The continent aims to become less dependent on the US, not only in terms of defense, but also in the technology sector. The tariff dispute and Microsoft's blocking of email access at the International Court of Justice are fueling a tech boom in Europe. SAP and Ionos are supporting Schwarz Digits in setting up a hyperscaler. Zalando shares are being recommended as a buy. And the chances for naoo AG to establish a European social network appear better than ever. The Swiss company's shares may be on the verge of a revaluation.
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Commented by Armin Schulz on June 17th, 2025 | 07:10 CEST
Rheinmetall, Volatus Aerospace, RENK – Defense boom gets a boost from the war in the Middle East!
Geopolitical flashpoints not only spark conflicts but also massive market shifts. While oil prices and gold are skyrocketing, defense stocks are also on the rise again. There is more to this boom than short-term speculation. It is a structural renaissance of the defense industry. Exploding military budgets, technological quantum leaps, and strategic supply chain revolutions are driving a market that has long since become a job engine and economic anchor. Those who understand the rules of this change will secure pole position. Today, we look at three interesting stocks: Rheinmetall, Volatus Aerospace, and RENK.
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Commented by André Will-Laudien on June 17th, 2025 | 07:05 CEST
Takeovers! A new dawn for biotech companies – Evotec, BioNTech, PanGenomic Health, and CureVac in focus
Many large pharmaceutical companies are facing the "patent cliff" as patents on blockbuster drugs expire, threatening massive revenue losses in the future. To fill these gaps, they are acquiring suitable and innovative biotech companies with promising drug pipelines. Sometimes, however, they simply acquire technologies already worth billions. The current wave of acquisitions in the biotech sector is being driven by a combination of economic pressure, technological change toward AI and digitalization, and a weak financing environment for smaller biotech companies. After years of restraint and high volatility, fundamental valuation factors are back in focus. Investors are returning, creating a prosperous environment for those who jump on the bandwagon in time. We highlight a few ideas.
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Commented by Stefan Feulner on June 17th, 2025 | 07:00 CEST
Almonty Industries – Now it is getting critical!
The escalating conflict between Israel and Iran, with mutual missile attacks, is causing death and destruction. However, with the Islamic Republic threatening to block the Strait of Hormuz, an economic disaster could be imminent. The reason is that a large part of global supply chains run through the strait between the Persian Gulf and the Gulf of Oman. Both energy supplies and the flow of goods would be severely affected, with catastrophic consequences in the form of skyrocketing inflation and disrupted supply chains. Western countries are urgently searching for alternative production sites, especially for critical raw materials, in order to avoid such horror scenarios in the future. In the case of the critical metal tungsten, Almonty Industries is on the verge of a breakthrough in supplying the Western world with this strategic raw material.
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Commented by Mario Hose on June 16th, 2025 | 07:25 CEST
Gold rush 2025: Why Desert Gold Ventures Inc. is now on the brink of a historic revaluation!
Imagine this: A company is sitting on a gold treasure trove of over 1.1 million ounces – and is valued by the market as if this treasure were worthless. While the gold price has soared to a record high of over USD 3,442 per troy ounce, shares in Desert Gold Ventures Inc. (WKN: A14X09 | ISIN: CA25039N4084 | TSXV: DAU) are currently still trading at rock-bottom prices. But that could change radically in the near future. The escalation of the conflict between Iran and Israel is driving the price of the precious metal to rise, which in turn is boosting the appeal of gold companies. The countdown to a revaluation is on – and savvy investors should take a close look now!
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Commented by Fabian Lorenz on June 16th, 2025 | 07:20 CEST
Alarm bells ringing for GOLD and DEFENSE: RENK, Barrick Mining, and comeback story AJN Resources
Is the gold price facing a short squeeze? The ECB is certainly painting a horror scenario. This could have serious consequences for banks and the entire financial system. For gold producers and exploration companies, this means further momentum. While Barrick Mining is a core investment, it is also suffering from home-grown problems. AJN Resources is working on the comeback story of the year in the commodities sector. The valuation is still favorable, and exciting news is on the horizon. In the defense sector, consolidation could already be over. The escalating conflict between Israel and Iran will likely drive the shares of RENK, Rheinmetall, and others. Analysts see potential for RENK to reach a new all-time high, and the Company recently reported an order from outside Europe.
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Commented by André Will-Laudien on June 16th, 2025 | 07:15 CEST
Gaza, Iran, Ukraine – Conflicts are driving up metal prices! Rheinmetall, European Lithium, Hensoldt, and RENK
The problem is getting bigger! Strategic metals are currently having a massive impact on the geopolitical balance of power, as they play a decisive role in determining the economic and military capabilities of countries. Conflicts such as those in Gaza, Ukraine, and, more recently, Iran are exacerbating shortages because long-standing trade relationships can be terminated overnight. The concentration of metal production in a few countries makes supply chains vulnerable to political influence. Export restrictions, embargoes or targeted shortages imposed by China or Russia can lead to bottlenecks in consumer countries and severely affect the economy. We describe the current situation and offer solutions for dynamic investors.
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Commented by Armin Schulz on June 16th, 2025 | 07:10 CEST
Benefit from the biotech boom: Why Evotec, BioNxt Solutions & BioNTech could be the next winners
The biotech sector is pulsating with unique dynamism while traditional markets are faltering. The drivers are billion-dollar acquisitions, groundbreaking research, and strategic alliances. Large pharmaceutical companies are eagerly securing access to innovations. Analysts agree: strong patent portfolios and innovative partnerships are crucial for future growth. These protect valuable therapeutic developments and enable even smaller players to scale globally. For investors, this robust, capital-rich industry offers enormous opportunities. Those who identify the right innovators early on can reap above-average profits. Three companies embody this momentum: Evotec, BioNxt Solutions, and BioNTech.
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Commented by André Will-Laudien on June 16th, 2025 | 07:05 CEST
Iran, nuclear energy, oil – a revival for hydrogen! Nel ASA, Pure Hydrogen, Plug Power, and Oklo
The current attacks on Iran's nuclear facilities by Israel mark a new level of escalation in the Middle East. Of course, a radical regime like Iran cannot be allowed to conduct nuclear research. This region has already experienced too much terror. For the rest of the world, Israel's announcement, backed by the US, means another rise in oil prices, which will quickly shift the focus to alternative energies. Some companies have been promoting a future-oriented hydrogen infrastructure for years and are growing well. Australia's Pure Hydrogen is well advanced, while Nel ASA and Plug Power are still in the turnaround phase. There is currently a lot of movement on the capital markets. Risk-aware investors can benefit from the current trends with the right touch and timing. Where are the opportunities and risks?
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Commented by Stefan Feulner on June 16th, 2025 | 07:00 CEST
Novo Nordisk, dynaCERT, Verbio – Do not panic!
No, Donald Trump was not the focus of attention this week, even though the US president invited people to a parade to celebrate his 79th birthday. Instead, the escalating conflict between Iran and Israel dominated the last few days of the trading week. So far, investors seem relatively unimpressed by the flaring conflict. Energy stocks, especially oil producers, have risen sharply, which could signal an end to the correction of the past few months.
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