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Commented by André Will-Laudien on August 19th, 2025 | 07:10 CEST
Ukraine hangs in the balance, and demand for defense remains high! Rheinmetall, Hensoldt, Antimony Resources, and DroneShield in focus
The latest geopolitical tensions and the Trump-Putin summit in Alaska highlight how fragile global supply chains currently are due to high levels of uncertainty—especially for European industry, which is suffering from energy shortages and trade blockades. This situation is reflected in the capital markets, where interest rates are trending upward and risk premiums are increasing. Nevertheless, new record highs are being recorded almost daily. Under pressure from rising commodity prices, Western industrial companies in particular are facing the challenge of realigning their procurement strategies in order to survive in an increasingly fragmented global trade environment. This opens up opportunities for investors who respond flexibly and resiliently to these changes. So which investments should investors focus on to successfully navigate their portfolios through this turbulent phase of global upheaval?
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Commented by Fabian Lorenz on August 19th, 2025 | 07:05 CEST
Tungsten prices skyrocket! Almonty Industries profits! RENK with new forecast? Steyr Motors goes full throttle!
Is tungsten the "real" precious metal? After all, the price of this critical raw material, which is essential in key industries such as defense, has risen by more than 20% since mid-May alone. Gold and silver cannot keep up. The big winner is Almonty. Following its Nasdaq IPO, the Company is set to become the largest Western tungsten producer with its new mine. Analysts recommend buying the stock. Analysts are also bullish on RENK. The half-year figures were convincing, and a potential bombshell could drop in November. Steyr Motors is also continuing to go full throttle. The Austrian company is justifying its 280% share price surge and is expanding into Eastern Europe.
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Commented by Nico Popp on August 19th, 2025 | 07:00 CEST
Ethiopia – The underestimated growth hotspot: WeBuild, Heineken, AJN Resources
Prejudices serve a purpose in the human psyche: they simplify things and help us process information more efficiently. But every now and then, we should take a critical look at our prejudices - especially when it comes to investing in Africa. Experts on the continent have always pointed out that each economy must be viewed on its own merits. Some countries have been making steady progress for years, and only the most astute investors are taking advantage of this. We take a look at Ethiopia and show that instead of suffering and misery, the country is increasingly offering stability and prosperity. It is no coincidence that major corporations like WeBuild, Heineken, and young innovators like AJN Resources are investing in this East African country.
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Commented by Nico Popp on August 18th, 2025 | 07:25 CEST
780% return thanks to expensive medicine: PanGenomic Health, CVS Health, Teladoc Health
Healthcare costs are skyrocketing. According to KFF, a leading US healthcare policy organization, the United States spent around USD 4.5 trillion on healthcare in 2022. That is equivalent to 17% of gross domestic product. Given the millions of Americans who, due to lack of insurance, opt for painkillers instead of visiting a dentist, that is a remarkable figure. KFF also reports that one in four Americans postponed medical treatment last year. In this complex environment, the importance of personal responsibility and self-therapy is growing. Companies are stepping in to address the situation and offer solutions. We present three business models and explain what opportunities they may hold for investors.
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Commented by Fabian Lorenz on August 18th, 2025 | 07:20 CEST
Defense rally after summit flop? Rheinmetall, Hensoldt, Volatus Aerospace!
Are defense stocks taking off again? The meeting between Donald Trump and Vladimir Putin on Friday had been eagerly anticipated. But the "peace summit" turned out to be just a PR stunt. Russia continues its massive attacks on Ukraine, with no end in sight. As a result, the consolidation phase in defense stocks may now be over. One candidate for a strong rebound is Volatus Aerospace. The Company appears to be helping NATO get up to speed in the drone sector and has a strong second pillar in the non-military sector. Among the German heavyweights, weak order intake had caused disappointment. Now the shares could be heading back toward their all-time highs. At Rheinmetall, a personnel change is making additional headlines.
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Commented by Nico Popp on August 18th, 2025 | 07:15 CEST
What Trump's summit failure now means for silver: Silver North Resources, Raytheon Technologies, Hecla Mining
Peace? Ceasefire? Wishful thinking! The meeting between US President Donald Trump and Russian President Vladimir Putin ended on Friday in Alaska without any concrete results. This confirms what many observers had expected in the run-up to the meeting: a resolution is not likely anytime soon. Instead, the course of the meeting in Alaska shows that defense will remain a major issue for many decades to come. For the silver market, this could mean a significant supply shortage.
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Commented by Armin Schulz on August 18th, 2025 | 07:10 CEST
Hydrogen renaissance – Plug Power, Pure Hydrogen, and Nel ASA want a slice of the USD 680 billion pie
The global hydrogen economy is on the verge of a breakthrough. This is being driven by multi-billion-dollar decarbonization targets, the quest for independence from fossil fuels, and falling costs for renewable energy. Demand could increase fivefold by 2050. By 2035, 60% of energy demand is expected to come from clean production, supported by over 1,500 large-scale projects worldwide. Despite gaps between planning and implementation, investments of up to USD 680 billion in the coming years and groundbreaking industry contracts signal an irreversible transformation. Amid this momentum, three key players are strategically positioning themselves: Plug Power, Pure Hydrogen, and Nel ASA.
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Commented by André Will-Laudien on August 18th, 2025 | 07:05 CEST
Hydrogen versus nuclear power – 300% with Plug Power and dynaCERT, caution advised with Oklo and NuScale
Fuel cells have long been seen as a beacon of hope in propulsion technology, though they have only gained limited traction in the automotive sector. While batteries dominate the mass market, fuel cells score points primarily in heavy-duty and long-distance transport due to their range and short refueling times, as well as in stationary systems. Plug Power is working on infrastructure projects, while dynaCERT is making existing drives more efficient with hydrogen systems, thus serving as a bridge to the next era. At the same time, small modular reactors (SMRs) from suppliers like Oklo and NuScale are gaining in importance as they promise a stable, low-carbon energy supply for industry and hydrogen production. This opens up opportunities for investors in two future markets: sustainable mobility and scalable energy solutions – both enjoying political tailwinds and high growth potential. How should investors proceed with their portfolios?
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Commented by Stefan Feulner on August 18th, 2025 | 07:00 CEST
Uranium Energy, Almonty Industries, Bayer – Rebound after correction
The peace summit between the US and Russia is already history and yielded few results in terms of ending the war in Ukraine. While the indices remained stable last week, short, sharp setbacks in selected stocks could offer interesting entry opportunities at the start of the week. Uncertainty also continues to prevail with regard to tariffs. Although the tariffs for India and China have been postponed, a final agreement is still a long way off.
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Commented by Fabian Lorenz on August 15th, 2025 | 07:05 CEST
Up to 100% in a month, and now? D-Wave, Palantir, and Hotstock PanGenomic Health
PanGenomic Health's stock has roughly doubled in the past four weeks. The healthcare hot stock has even outpaced Palantir and D-Wave. Of course, the base is significantly lower. PanGenomic continues to be valued at less than CAD 30 million, which means that the rally could continue with the launch of the app platform in the second half of the year. D-Wave has impressively demonstrated that a stock can increase tenfold within a few months. There is positive news from Asia for the quantum high-flyer. The quarterly figures were mixed, but analysts focused on the stronger-than-expected revenue growth. Palantir is also valued more than generously. Nevertheless, there are price targets above the current level. But caution is advised, as short sellers are also positioning themselves.
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