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Commented by Stefan Feulner on July 14th, 2025 | 07:15 CEST
Salzgitter AG, Argo Graphene Solutions, Huntington Ingalls Industries – In the right place at the right time
Driven by geopolitical tensions, billions are flowing into new defense technology. At the same time, a massive infrastructure program is underway – from rail networks to the energy transition. What is being sold politically as security and progress is fueling speculation on the stock market. Defense companies and construction groups are moving into the spotlight of investor interest. Both sectors are benefiting from long-term contracts and government support. Despite the recent boom, many companies still have moderate valuations and offer further upside potential.
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Commented by Fabian Lorenz on July 14th, 2025 | 07:10 CEST
Siemens Energy gifted away? RENK is betting on AI! First Hydrogen shares rally 100%!
The opportunities of hydrogen and nuclear power in one stock? First Hydrogen offers just that. Over the past 4 months, the stock has more than doubled. Nevertheless, it still does not appear to be expensive, as the global hunger for energy and thus the potential for First Hydrogen is huge. This energy demand is also driven by the AI hype, which is causing data centers to spring up like mushrooms. RENK is turning to artificial intelligence for the future. The Company may focus even more on defense going forward. Analysts view this positively. Siemens Energy shares have increased more than tenfold in recent years. But is the core business still being offered for free? A look at India suggests this might be the case. A buying opportunity?
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Commented by André Will-Laudien on July 14th, 2025 | 07:05 CEST
Stock market correction? Gold target raised to USD 4,500 – Barrick, Sranan Gold, Rheinmetall, and Strategy
The time seems ripe for new positions. While the major indices DAX-40 and NASDAQ recently reached new highs, gold, silver, and Bitcoin are about to open entirely new chapters. At over USD 38.50, silver recently hit a 14-year high, and chart analysis now indicates a breakout. Bitcoin, often referred to as digital gold, also hit new highs with prices above USD 118,000. Arguments such as war, debt and inflation are causing investors to flee to safe havens. In the equity sector, defense and high-tech stocks with AI exposure are among this year's best performers. Investors should slowly start to slow down here, as the risk of a correction is increasing. Those investing in gold should consider adding stocks like Barrick Mining and First Majestic Silver to their portfolio, but Sranan Gold is an absolute buy. We are becoming increasingly skeptical about Rheinmetall, as the momentum has run out! We can help you restructure your portfolio.
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Commented by Armin Schulz on July 14th, 2025 | 07:00 CEST
Capitalizing on the central bank gold rush: Barrick Mining's production, Dryden Gold's exploration, and Deutsche Bank's interest rate concerns
Gold is once again shining as a strategic anchor in turbulent times. Global central banks, especially those in emerging markets, are massively expanding their reserves, driven by geopolitical risks, currency diversification, and inflation concerns. At the same time, central banks like the ECB are lowering interest rates, which on the one hand offers banks cheaper refinancing, but on the other hand squeezes margins and increases credit risks. This dynamic mix of a gold rush, monetary policy shift, and inflationary pressure is forcing financial players to rethink their strategies. In this context, we take a look at two gold companies, Barrick Mining and Dryden Gold, and analyze the current outlook for Deutsche Bank.
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Commented by Fabian Lorenz on July 11th, 2025 | 07:20 CEST
Biotech takeover merry-go-round picks up speed! BioNTech, Evotec, Merck, and BioNxt Solutions!
The takeover merry-go-round is spinning faster again in the biotech sector. The latest example is Merck's acquisition of Verona Pharma. The US group is paying USD 10 billion for the deal. BioNxt Solutions would be significantly cheaper to acquire at present. The Company aims to make it easier to take medication with melt films, skin patches, and tablets. In addition, it has now announced an exciting platform. The goal is to develop smarter chemotherapy, which, in turn, could create a billion-dollar market. And what are BioNTech and Evotec doing? Things have quieted down a bit at the German biotech leader following its billion-dollar deal with Bristol-Myers Squibb. However, analysts recommend buying the stock. Evotec, on the other hand, is languishing at around EUR 7. Can the quarterly figures provide new impetus for the struggling stock?
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Commented by Fabian Lorenz on July 11th, 2025 | 07:10 CEST
More than 100% price gain! Volkswagen, Standard Lithium, and BMW partner European Lithium! Comeback for EVs and lithium!
Lithium shares are staging a comeback - without much attention. Standard Lithium's share price has already more than doubled in the current year. The US-based company is delivering strong news. European Lithium has also performed well recently. And for good reason: not only is the Company developing a large project in Europe, but it also has access to rare earths in Greenland. Will this soon make it a partner of the EU in building up a strategic reserve? After all, Volkswagen, BMW, and Mercedes need more and more batteries. While BYD and Tesla are currently struggling, German manufacturers are celebrating a comeback in the electric vehicle market, at least in Europe.
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Commented by Armin Schulz on July 11th, 2025 | 07:05 CEST
Rheinmetall, Argo Graphene Solutions, Vonovia: Three beneficiaries of the EUR 500 billion stimulus package
Germany's economy is facing a billion-dollar gamble. Government super-write-offs and a EUR 500 billion special fund are fueling investment in infrastructure and defense. Record budgets of EUR 115 billion for roads, networks, and education, as well as EUR 86 billion for arms modernization, are creating unprecedented opportunities. Those who join now can benefit from Germany's largest restructuring in decades. But where are the best prospects? Today, we look at three companies that could profit from these investments in defense and infrastructure: Rheinmetall, Argo Graphene Solutions, and Vonovia.
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Commented by Nico Popp on July 11th, 2025 | 07:00 CEST
Think locally, benefit globally: JinkoSolar, Kontron, naoo
It is old news that decentralized solutions are better - those who understand how village communities were largely self-sufficient and supported each other complementarily just a few decades ago know the blueprint for economic success. Decentralized solutions have long played a key role in energy supply. The boom in private solar installations shows that resourceful property owners have recognized the potential. But other industries also benefit when complementary elements are brought together.
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Commented by Nico Popp on July 10th, 2025 | 10:30 CEST
Breaking news: Volatus Aerospace secures $10 million in financing – analysis and background
Things are moving fast at Volatus Aerospace, the Canadian drone specialist for civil and military applications: Following two orders for drones and drone training from a NATO country, the Company has now secured growth financing. The Company announced overnight that it intends to raise up to CAD 10 million through a non-brokered “LIFE Offering.” This means that the new shares are not subject to any lock-up period. The financing will support expansion in the area of tactical ISR and logistics services and prepare for growth investments. The capital will thus flow into precisely those areas in which Volatus Aerospace has recently demonstrated its ability to win orders: military reconnaissance and logistics.
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Commented by Nico Popp on July 10th, 2025 | 07:25 CEST
Small-cap disrupts billion-dollar market: Johnson & Johnson, Merck KGaA, and NetraMark
When it comes to making people healthy, progress is what matters most. New drugs must be better and safer than old ones. To ensure that these requirements are met, comprehensive testing procedures are carried out by drug regulatory authorities. However, despite ever-expanding knowledge and modern methods, almost 90% of clinical trials still fail. When considering that the development of a drug costs an average of USD 2.6 billion and usually takes more than ten years, it becomes clear what a risk biotech companies and pharmaceutical multinationals are taking. This is precisely where NetraMark's business model comes in, offering the entire industry unparalleled leverage.
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