Comments
Commented by Stefan Bode on September 11th, 2026 | 08:35 CEST
At the Crossroads of AI, Commodities and Defence – Almonty Industries, Alphabet, Fortum OYJ and Rheinmetall
Amid the AI boom, commodity security, and defence pressures, new winners—but also new risks—are emerging on the stock market. Right now, it is becoming increasingly clear which business models will actually benefit from geopolitical tensions, investments worth billions, and structural shifts in demand. Investors seeking to understand the context behind the latest price movements will find in the following commentary three striking examples of just how closely politics, the capital markets, and operational developments are now intertwined.
Read
Commented by Stefan Feulner on September 11th, 2026 | 08:30 CEST
GE Vernova, NU E Power, Sunrun – Power Shortage Is Turning into a Supercycle
Created and Published on Behalf of NU E Power Corp.
The global power market is coming under pressure. AI data centres, electrification, and industry are driving demand, while new power plants and transmission lines often take years to complete. Reuters is already referring to a potential "power price supercycle". This is creating a new billion-dollar market for investors. Demand is not limited to additional solar and wind farms; more powerful grids and energy storage systems are also needed to distribute existing electricity more intelligently.
Read
Commented by Carsten Mainitz on September 11th, 2026 | 08:25 CEST
Knowledge Becomes Currency! Opportunities for Aspermont, Palantir and Rio Tinto?
Knowledge is power. And those who can sell it at scale can turn it into a lucrative business model. That is precisely what the long-established mining publisher Aspermont is pursuing. The Australian company is using artificial intelligence to transform its nearly 200 years of expertise in the global commodities industry into high-quality data products. The potential for scaling is enormous. Mining giant Rio Tinto is already on board as a client, which can be seen as a major vote of confidence. Palantir, in a different area, demonstrates just how strong demand for data-driven decision-making is becoming and how profitable scalable digital business models can be. What specific opportunities are available to investors?
Read
Commented by Fabian Lorenz on September 11th, 2026 | 08:20 CEST
Panic at Vonovia! Analysts Bullish on CTS Eventim! Buying Opportunity at Strategic Resources
Chart alert at Vonovia. The stock of Germany's largest real estate group is in a downtrend. It seems only a matter of time before it tests its multi-year lows. Analysts have recently lowered their price targets. At Strategic Resources, there are strong indications that prices will rise. Studies show that lower-carbon steel production will drive demand for high-quality iron ore pellets in the coming years. Canada is explicitly among the regions that could help fill this gap with new projects. This is exactly where Strategic Resources comes in with a new facility in Québec, Canada. And what about CTS Eventim? Following its sharp decline, the stock is now forming a bottom. Analysts are optimistic, even though investors are still waiting on the sidelines. November could be an interesting month.
Read
Commented by Lars Winter on September 11th, 2026 | 08:15 CEST
Standard Uranium, Volkswagen and Inditex: Three Stocks with Explosive Potential
A drill core can have a bigger impact on a small resource explorer than a billion in additional revenue for a global corporation. What matters is how much a piece of news shifts expectations. Uranium explorer Standard Uranium is searching for the big find in Canada, Volkswagen is embarking on a far-reaching corporate restructuring, and Zara's parent company Inditex is proving that fashion can be a lucrative business. Three very different stories - and ones investors should take a closer look at now.
Read
Commented by Nico Popp on September 11th, 2026 | 08:10 CEST
The Anode Is the Key: How Ferroglobe, Wacker Chemie and HPQ Silicon Aim to Break China's Market Dominance
Anyone getting into an electric vehicle today takes a range of several hundred kilometres and fast charging on the highway for granted. Yet while EVs may be relatively straightforward to use today, their supply chains have weak points. While Western buyers focused for years on cathode metals such as lithium and cobalt, Beijing has secured almost complete control over the anode. Without graphite from the Far East, nearly every Western battery factory would currently be at a standstill. The International Energy Agency (IEA) puts China's share of global anode material production capacity at 97%. For the West, the way forward lies in innovative materials such as silicon and its smart application. We take a closer look at innovative business models.
Read
Commented by Carsten Mainitz on September 11th, 2026 | 08:05 CEST
The Drone Threat Is Growing! Volatus Aerospace, Rheinmetall and Deutz in Focus
Geopolitical upheaval is reshaping the defence sector. What long seemed like a scene from a movie has long since become reality. Drones are increasingly being spotted over critical infrastructure, airports, and military facilities. This underscores the need for high-performance drone defence systems. Volatus Aerospace is one of the highly specialized defence tech companies offering a complete ecosystem in this key industry. The latest major contract from the Canadian government impressively underscores the business potential. At the same time, established industry giants like Rheinmetall are sitting on record-high order books, yet their share prices continue to correct. The crucial question is increasingly which sectors are driving growth and how margins are developing. Through a strategic acquisition, the long-established engine manufacturer Deutz is now also focusing on the defence sector. The stock market likes this. Which stock will take off next?
Read
Commented by Tarik Dede on September 11th, 2026 | 08:00 CEST
Three Stocks at a Crossroads: Eldorado Gold, RE Royalties and Lululemon
The stock markets remain volatile. Right now, it is difficult to time the entry into individual stocks. Whether it is monetary policy, war, or the US's trade war against much of the rest of the world—there is plenty of potential for surprises, both up and down. Nevertheless, it is always worthwhile for investors to take a detailed look at individual stocks. That is why we are focusing today on three stocks at a crossroads. When will Lululemon turn things around after its recent slump? With RE Royalties, a potential sale is just as appealing as the high dividend yield. And Eldorado Gold is transforming from a precious metals producer into a diversified mining group. We take a closer look.
Read
Commented by Stefan Feulner on September 11th, 2026 | 07:55 CEST
Ivanhoe Mines, Power Metallic Mines, Rio Tinto: Commodity Giants on the Offensive
Copper is more expensive than ever before. On the LME, the price temporarily climbed to over USD 14,600 per metric tonne. At the same time, demand is growing due to power grids, data centres, electric mobility, and defence spending, while new mines take years to reach production. The industry's response to the current situation is clear. Major mining companies are securing additional deposits, while exploration companies are seeking to define the mines of tomorrow through new resource discoveries.
Read
Commented by Jens Castner on September 11th, 2026 | 07:50 CEST
ZEFIRO METHANE: DOWNTREND BROKEN, STOCK GAINING MOMENTUM – ANALYSTS SEE 200% UPSIDE
Created and Published on Behalf of Zefiro Methane.
America has a methane problem. Millions of orphaned oil and gas wells lie beneath forests, pastures, and residential areas. Many are leaking, and their owners are deceased, insolvent, or no longer locatable. Zefiro Methane offers solutions to permanently plug these climate-damaging wells and prevent further greenhouse gas emissions. So far, the company, which can barely keep up with the volume of orders, is known only to a small circle of insiders. The stock is still trading in the penny stock territory. However, analysts expect that to change soon. Their price targets indicate upside potential ranging from 50% to more than 200%.
Read