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Commented by Stefan Feulner on March 9th, 2026 | 07:10 CET
Siemens Energy, Standard Uranium, Nordex – Geopolitical tensions create opportunities
The escalation in the Middle East is suddenly bringing energy security, a long-underestimated issue, into the spotlight of the markets. With the blockade of the Strait of Hormuz, one of the most important arteries of global oil trade is under pressure. For Europe and many industrialized nations, this once again highlights how vulnerable fossil fuel supply chains are. While oil and gas prices are reacting in the short term, the accelerated expansion of independent energy sources is once again coming to the fore strategically. Renewable energy and nuclear power in particular could be among the big winners in a new geopolitical energy order. Investors are already beginning to reevaluate the relevant sectors.
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Commented by Armin Schulz on March 9th, 2026 | 07:05 CET
Top Dividend Stocks: With Novo Nordisk, RE Royalties, and SAP, investors reap where others only see risk
Markets are currently oscillating between fears of war and hopes for interest rate cuts. While geopolitics and economic data continue to fuel uncertainty, many investors are turning back to a proven principle: reliable dividends. March 2026 highlights how fragile global growth can be when the Strait of Hormuz turns into a geopolitical powder keg and even the IMF warns of new economic shocks. In this tense environment between acute crisis and the search for stable returns, companies with dependable dividend policies are gaining importance. Against this backdrop, we take a closer look at Novo Nordisk, whose dividend stability must prove itself in an increasingly competitive pharmaceutical market, RE Royalties, which offers a remarkably high yield, and SAP, which recently surprised investors with a dividend increase.
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Commented by Mario Hose on March 9th, 2026 | 07:00 CET
Antimony Resources: The defense industry cannot do without antimony!
The situation in the Middle East continues to keep the world in suspense. The war in Iran has shaken global markets and once again shown how vulnerable our supply chains really are. Amid this turmoil, a raw material that has long been of little interest to anyone is increasingly coming into the spotlight: antimony. Without this metal, essential parts of the defense industry and modern energy supply would come to a standstill. This is exactly where Canadian company Antimony Resources Corp. comes in, with its Bald Hill project in New Brunswick. The stock has already doubled in 2026, but this could be just the beginning. Antimony Resources is a name every investor should keep on their radar.
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Commented by André Will-Laudien on March 6th, 2026 | 08:10 CET
Rockets are blasting into March! Investors are eyeing E.ON, Standard Uranium, and Plug Power
The current military actions in Iran did not come as a complete surprise. However, very few observers had anticipated an escalation across the entire Middle East. Oil and gas are therefore once again testing a breakout, even though global markets should theoretically face a surplus due to the weak economic environment. Regardless, speculators are simply trading fossil fuels higher; let's see if they stay up there. The global expansion of nuclear power programs is being reinforced by such periods of uncertainty. One example is India, which plans to expand its nuclear power capacity to around 100 GW by 2047, while currently less than 10 GW is installed. Such expansion plans reflect the growing demand for reliable base load energy in an increasingly digitalized economy and act as a hedge against commodity-induced crises. The long-term demand outlook for uranium is improving almost daily as a result of such trends, drawing investors' attention to companies with promising projects. Here are a few ideas.
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Commented by Armin Schulz on March 6th, 2026 | 07:50 CET
Iran war boosts cash flow! Ride the short-term boom with BP, and invest in the future with CHAR Technologies and First Solar
The shock of the Iran war is driving up oil prices and bringing BP huge profits in the short term. Nevertheless, the conflict ruthlessly exposes the Achilles heel of fossil fuel dependency. As geopolitical risks escalate, investors are desperately seeking crisis-proof alternatives. The future belongs to technologies that are unaffected by tensions in the Persian Gulf. Innovative processes have long been transforming wood waste into green energy sources, while solar giants are setting new efficiency records. Three companies show where the journey is headed: BP's short-term surge is only one side of the coin; CHAR Technologies and First Solar are now setting the course for sustainable returns.
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Commented by Fabian Lorenz on March 6th, 2026 | 07:35 CET
900% price increase and only a P/E ratio of 10! Rheinmetall, Hensoldt, and Almonty Industries in focus
Can a stock still be cheap after a 900% increase in 12 months? Looking at the current analyst estimates for Almonty Industries, the answer is "yes." Analysts are therefore raising their price target significantly and recommending the tungsten producer as a "Buy". They expect revenue and profits to explode starting this year. In contrast, investors in Rheinmetall and Hensoldt are slowly losing faith in the supercycle. Both stocks are languishing this year. Even the war in the Middle East is unable to give defense stocks a boost. Yet Rheinmetall has exactly the products in its portfolio that are so urgently needed: relatively inexpensive drone defense systems. The US is slowly running out of expensive interceptor missiles. Hensoldt recently reported a record order backlog, but investors are disappointed with revenue and profit growth. Could a takeover provide new momentum for the stock?
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Commented by Armin Schulz on March 6th, 2026 | 07:30 CET
Billion-Dollar Opportunity from the NDAA: NEO Battery Materials benefits from the US shift away from Chinese supply chains
In the world of battery startups, the path from promising laboratory formula to a delivered product is fraught with pitfalls. Technology promises fizzle out, production ramp-ups stall, and customers walk away. It is a business where confidence can quickly evaporate. This makes the development of a Canadian company based in Toronto over the past few months all the more remarkable. NEO Battery Materials appears to be systematically working through the usual list of pitfalls, gradually turning its research results into tangible substance. Anyone following the latest announcements can see that management is pursuing a clear strategy while steadily reducing the risk for shareholders.
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Commented by Nico Popp on March 6th, 2026 | 07:25 CET
"Security energies" – how to invest: RWE, Iberdrola, and RE Royalties as stable sources of returns
The energy debate has been conducted differently for some time now than it was in the 2010s. While decarbonization was long considered an ecological necessity, it has now become a question of national sovereignty under the banner of "security energies." This new perspective is being fueled by current geopolitical upheavals and the de facto blockade of the Strait of Hormuz, which once again reveals the fragility of our supply chains. With around 20% of global oil consumption passing through this bottleneck, prices for crude oil and liquefied gas have already risen significantly. In this context, German Federal Environment Minister Carsten Schneider coined the term "security energies" to emphasize the decentralized nature of renewable energy as a shield against exogenous shocks. Renewable energy projects are not subject to the logic of geopolitical conflicts and also generate added value in the region, as a wind farm, for example, can generate annual revenues of around EUR 200,000 for a municipality. Renewable energy can also become a safety anchor for investors thanks to stable cash flows.
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Commented by Fabian Lorenz on March 6th, 2026 | 07:20 CET
SHORT SQUEEZE at Gerresheimer? Will Bayer and MustGrow soon grow together?
While the stock market digests the Iran war and rising energy prices, Gerresheimer's share price is suddenly rising noticeably. There is no news. Is a short squeeze possible? Short sellers had even expanded their positions recently. Bayer does not (yet) hold a stake in MustGrow. However, the Leverkusen-based company has acquired a license to distribute the innovative agricultural products and is investing in their approval. This could enable MustGrow shares to make the leap from hidden gem to high flyer. Management has recently expressed optimism. The stock appears to be undervalued. After the sharp setback in recent weeks, analysts see upside potential for Bayer again. However, shareholders should not expect much in terms of revenue and profit growth in the current year. Cash flow is even expected to be significantly negative.
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Commented by André Will-Laudien on March 6th, 2026 | 07:15 CET
The clock strikes 13 – Iran is firing from all barrels! Investors are betting on Antimony Resources
Who would have thought it? US President Donald Trump is tackling the Iran issue together with Israel. It was long clear to experts that the Islamic world would not take kindly to this. Now there is speculation about how much military equipment is available on both sides to bring the supposed enemy to its knees. For investors, as for all bystanders, this is a humanitarian nightmare, yet military strategists think differently. They think in terms of supplies, production, and procurement. That the already scarce resources of recent months are being pushed through the supply chain once again is normal in such an environment. Since Monday, there have been three oil price shocks in a row. In addition to oil, investors should also keep an eye on strategic metals, especially antimony. The Canadian company Antimony Resources has seen a 100% increase since the turn of the year. Is there room for more?
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