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Commented by Fabian Lorenz on July 10th, 2025 | 07:20 CEST
Hydrogen Stocks: Are Nel and Plug Power on the way out? Is it better to bet on thyssenkrupp nucera and Pure Hydrogen?
Australia has a good chance of playing a key role in the future hydrogen market – particularly when it comes to green hydrogen from renewable sources. CSIRO and Deloitte see billions in potential. Pure Hydrogen aims to profit from this. The Australians are currently building a hydrogen ecosystem and have celebrated initial sales successes and are already concluding global partnerships. The stock is anything but expensive and remains an insider tip. Nel, on the other hand, is floundering this year. The euphoria surrounding Samsung's entry has fizzled out. Will there be new impetus next week? Perhaps new funding? Meanwhile, thyssenkrupp nucera is making bold moves. On the one hand, the Company has secured technology from the insolvent Danish company Green Hydrogen Systems and secured a million-dollar contract from Saudi Arabia.
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Commented by Armin Schulz on July 10th, 2025 | 07:15 CEST
How BioNTech, PanGenomic Health, and Pfizer are using artificial intelligence to cut costs and boost returns
Digitalization is revolutionizing the biotechnology and pharmaceutical industries. Artificial intelligence sifts through billions of pieces of medical data in real time, accelerating drug development by years. This is also demonstrated by the new alliance between Moderna and Google Cloud, which are jointly developing an AI platform for customized mRNA cancer therapies. These technologies reduce production costs by up to 40% and generate disruptive return opportunities. At the same time, personalized medicine is opening up billion-dollar markets. Three companies are turning to artificial intelligence to boost their returns: BioNTech, PanGenomic Health, and Pfizer.
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Commented by Nico Popp on July 10th, 2025 | 07:10 CEST
German government kicks off hydrogen boost: Rheinmetall, thyssenkrupp, First Hydrogen
The German government is stepping on the hydrogen gas pedal: Simplified approvals and accelerated construction of electrolysers, import terminals, pipelines, and storage facilities are intended to make German industry fit for the future. Hydrogen is of "overriding public interest," according to a draft law obtained by the news agency dpa. This is good news for companies in the hydrogen economy that have gained momentum in recent years. Planning security can give the emerging industry the boost it needs, and it is essential for the transformation of German industry.
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Commented by Armin Schulz on July 10th, 2025 | 07:05 CEST
Deutsche Telekom, MiMedia, Xiaomi: Three stocks benefiting from the cloud and AI revolution
By 2025, cloud services and artificial intelligence (AI) will become increasingly important. AI infrastructures have become a critical competitive nerve center. Hyperscaling and agentic systems are revolutionizing value chains; those who hesitate will lose out. The drivers are platforms such as Microsoft's new AI cloud generation, which enables the real-time integration of generative AI into core processes. This hyperscaling reduces costs, enhances data protection, and accelerates AI adoption in data-intensive sectors. A billion-dollar market is emerging for pioneers. Three players have strategically positioned themselves: Deutsche Telekom, MiMedia, and Xiaomi.
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Commented by André Will-Laudien on July 10th, 2025 | 07:00 CEST
Almonty Industries goes NASDAQ: In the fast lane with one of the world's most critical metals
Almonty Industries (TSX: AII; WKN: A414Q8; ISIN: CA0203987072; EUR 4.72) is in the final stages of its debut on the NASDAQ. To this end, the number of shares has been visually reduced so that the share price complies with the stricter regulations of the well-known American technology stock exchange. This marks the beginning of a new era for the raw materials company. In an environment of daily political upheaval, a wealth of business opportunities will open up in the coming months. CEO Lewis Black will continue the success of recent years with an increased stock market presence and will also welcome the new US shareholders to the ownership circle. The highlight: US companies are often valued at a multiple of other stock markets, especially in the armaments and defense sector. The excitement is mounting!
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Commented by André Will-Laudien on July 9th, 2025 | 07:25 CEST
1,000 tanks for NATO - another 150% with armaments and gold? Rheinmetall, Dryden Gold, Hensoldt, and RENK in focus
The news hit like a bombshell. NATO plans to deploy up to 1,000 modern main battle tanks along its eastern flank. Amid growing tensions with Russia and against the backdrop of the ongoing war in Ukraine, the defense alliance is sending a clear signal of deterrence. The plan is part of a comprehensive rearmament program to strengthen what is called "Forward Defense." Germany, Poland, and other Eastern European member states, in particular, are set to serve as logistical and operational hubs. It is not just about tanks; ammunition, spare parts, and maintenance infrastructure are also to be built up on a large scale. In addition, the defense sector will see investments of over EUR 1 trillion over the next decade. Reason enough for the next price explosion at Rheinmetall and Co. Security is also likely to be the reason for the impressive gold rally since the beginning of the year. Where will it end?
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Commented by Fabian Lorenz on July 9th, 2025 | 07:10 CEST
Almonty Industries: The NASDAQ countdown is on! Everyone wants a piece of the Tungsten Gem!
The countdown to Almonty's IPO on the NASDAQ is underway. The reverse split took place on Friday, and further details were released yesterday. A capital increase of around 10% is being supported by renowned banks. The fresh capital is intended to be used to extend the value chain. This move should enable Almonty to consolidate its position as the most important tungsten supplier in the West. The share price is responding with a spectacular rise. In addition, Europe appears to be slowly awakening to the issue of critical raw materials. Almonty stands to benefit from this as well. The outlook for this tungsten gem remains bright. The share price performance is more than just FOMO; it is based on geopolitical and operational fundamentals.
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Commented by Armin Schulz on July 9th, 2025 | 07:05 CEST
Liver cancer breakthrough fuels billion-dollar market: How Bayer, Vidac Pharma, and Novo Nordisk can now power your portfolio
The pharmaceutical industry is undergoing its biggest upheaval in decades. Megatrends such as cancer treatment, fueled by recent breakthroughs like the EMA approval of the liver cancer therapy Lenvima®/Keytruda®, and revolutionary therapies for diabetes and obesity are generating billion-dollar markets. Those who understand these growth drivers will identify lucrative opportunities. Innovative active ingredients are not only changing medicine but also unlocking exceptional return potential for forward-thinking investors. This dynamic draws attention directly to the strategies of Bayer, Vidac Pharma, and Novo Nordisk.
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Commented by Fabian Lorenz on July 9th, 2025 | 07:00 CEST
Plug Power, TUI, and Argo Graphene Solutions: Who is revolutionizing?
The construction revolution has a new name: Argo Graphene Solutions. With this name, the Company is also formally completing its repositioning. Operationally, it is already working on a revolution: revolutionizing concrete and asphalt by adding graphene. To this end, it has now opened its first commercial site in the US. If the rollout is successful, the stock has the potential to multiply in value. Only the most optimistic investors still believe in Plug Power. The former hydrogen darling has disappointed investors too often. In recent weeks, the stock has risen by over 30%. What is behind this? TUI has underperformed the DAX in the current year. Yet operations are running smoothly. In the cruise sector, capacity has been significantly increased, and the Company has exceeded its own booking targets. But it is not all good news.
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Commented by Nico Popp on July 8th, 2025 | 10:40 CEST
Breaking news: NATO order for Volatus Aerospace – Background and analysis
Volatus Aerospace, a drone specialist for reconnaissance and cargo transport, announced an order from a NATO country overnight. The Company delivered a drone system for short-range reconnaissance, valued at USD 1.85 million. Equipped with thermal imaging cameras and other visual sensors, the unmanned aerial vehicles can be deployed in all weather conditions and at any time of day or night. "This delivery underscores our ability to provide innovative and mission-ready technologies to support the defense operations of our allies," said Glen Lynch, Chief Executive Officer of Volatus Aerospace. "As global conflicts evolve, the need for agile, battle-tested ISR capabilities is growing." The contract is particularly significant for Volatus Aerospace because it highlights the Company's ability to meet the growing demands of the expanding defense market for drones and unmanned aerial systems with its solutions.
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