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Commented by André Will-Laudien on October 16th, 2025 | 07:35 CEST
Gold continues to soar to USD 4,200, critical metals in a panic storm! MP Materials, AJN Resources and Standard Lithium
The US government has declared a state of emergency regarding critical metals. Due to disrupted trade policies with China, Beijing is threatening to halt the supply of key metals and rare earths completely. Will the tariff threats from the Trump administration help? It is doubtful, as China clearly holds the upper hand. Western industrial powers have long understood the stakes. Building domestic mining operations takes time and money, but it is urgently necessary. Investors can benefit from the panic scenarios of recent weeks because commodity markets have been lying in wait for years and are now being hit by an immeasurable flood of money. Where should investors position themselves now?
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Commented by Carsten Mainitz on October 16th, 2025 | 07:25 CEST
Europe is building a drone wall – Manufacturers like Volatus Aerospace set to benefit enormously!
The world is arming up. NATO has decided to invest 5% of its GDP annually in defense and security-related infrastructure from 2035 onwards! This means that more than EUR 300 billion per year will be spent. Large sums will flow into air defense, cyber defense, AI, and drone defense. The increasing number of airspace violations, presumably by Russian drones, is demanding action not only from the affected Eastern European countries but also from the entire NATO alliance. Which companies are on the winning side?
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Commented by Armin Schulz on October 16th, 2025 | 07:20 CEST
Investors take note: BioNxt Solutions builds on blockbusters from Novo Nordisk and Merck - and has another ace up its sleeve in oncology
In the biotech sector, a single technology can often determine success or failure. Canadian-German company BioNxt Solutions is taking a different approach, relying on three pillars, each targeting major markets and advancing established blockbusters from leading pharmaceutical companies. October has already brought decisive progress, from accelerated patent protection to concrete milestones in development. These concentrated positive signals show that BioNxt Solutions not only has a promising concept, but also the strategy and operational strength to turn it into value. A closer analysis is worthwhile.
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Commented by Fabian Lorenz on October 16th, 2025 | 07:15 CEST
Hensoldt forges drone alliance! Nordex peaked? Over 10% dividend with RE Royalties
A dividend yield of over 10% currently makes RE Royalties shares an attractive buy. The Company finances renewable energy projects and will also participate in future earnings from these projects. With success, since 2020, the Company has grown by 38% p.a. and has paid dividends for 25 quarters. By comparison, Nordex is far from such continuity in growth. However, Nordex is currently riding a wave of growth. After a 100% increase in the share price, analysts see little potential for Nordex shares. Meanwhile, Hensoldt shares would likely have jumped after the latest announcement, as the sensor specialist is forging a new German drone alliance. Is now the time to buy?
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Commented by Nico Popp on October 16th, 2025 | 07:10 CEST
Tungsten – Where the critical element is irreplaceable: Almonty, LAM Research, Rheinmetall
In recent days, the share price of tungsten producer Almonty Industries has known only one direction: upward. But why is there suddenly such hype surrounding a raw material that, only a few years ago, was known only to experts? The answer is clear: for decades, China lulled Western buyers into a false sense of security and drove foreign mine operators into bankruptcy through dumping prices. Today, Almonty remains the only major tungsten producer in the West, while numerous industries urgently depend on this critical element. We take a closer look at the demand structure of this unique high-tech and defense metal.
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Commented by Fabian Lorenz on October 16th, 2025 | 07:05 CEST
Takeover fever and AI Opportunities: BioNTech, Novo Nordisk, PanGenomic Health
The pharmaceutical and biotech sector is buzzing with takeover activity. Following the announcement of a billion-dollar acquisition in the US, Novo Nordisk has announced its next deal, eyeing a potential best-in-class therapeutic for several rare diseases. Meanwhile, PanGenomic Health is positioning itself in the billion-dollar market for alternative medicine and dietary supplements, leveraging AI to provide added value to customers and capture market share. If successful, the stock could be significantly undervalued. BioNTech's acquisition of CureVac has now been completed, ending CureVac's period of suffering. In the process, BioNTech secures patents and elegantly resolves ongoing legal disputes.
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Commented by Nico Popp on October 16th, 2025 | 07:00 CEST
Who definitely deserves credit in the fight against cancer: NetraMark, Moderna, BioNTech
Two biotech pioneers, Moderna and BioNTech, are back in the spotlight after their COVID-19 vaccine success - this time in a race to develop innovative cancer therapies. Both companies rely on mRNA technology to develop personalized cancer vaccines. Speed is crucial here: whoever brings effective treatments to market first could secure billions in market share. At the same time, AI startup NetraMark is entering the stage with novel data analysis that could significantly accelerate research and shape medical progress. We shed light on what is currently driving both the research community and investors.
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Commented by Fabian Lorenz on October 15th, 2025 | 08:35 CEST
BUYING OPPORTUNITY or Sell? Plug Power, Gerresheimer, AI insider tip NetraMark!
The stock markets are using the tariff dispute between the US and China as a reason for a correction. As a result, AI insider tip NetraMark has lost around 30% of its value in recent weeks. However, there is positive company news, and pressure from the US government on the biotech and pharmaceutical industry should generate additional interest in NetraMark's technology. So, is the correction a buying opportunity? And what about Plug Power? After the spectacular rise in the share price, the first analyst is already sounding a warning. Losses, and thus financing requirements, are likely to remain high. Gerresheimer's price targets are currently tumbling. Unfortunately, however, analysts are only just catching up with the stock's decline. Buy now or even sell?
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Commented by André Will-Laudien on October 15th, 2025 | 08:30 CEST
Correction and high volatility- Triple AAA is the order of the day: Amazon, Aspermont, and Alibaba keep their promises!
A lot is happening right now — up and down, left and right! Stock markets have become increasingly volatile, reacting to the latest political statements, especially those from US President Donald Trump. While the crypto world is experiencing a sharp correction, investors are once again turning to precious metals and critical raw materials. Aspermont is an expert in raw materials. The Company has been building its network for several decades – now the harvest phase seems to be starting. Amazon and Alibaba have already launched their Black Friday sales this year, but the big shopping event kicks off with Thanksgiving. We take a closer look at profitable business models and strong stocks that are well-positioned to weather the next storm!
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Commented by Carsten Mainitz on October 15th, 2025 | 08:25 CEST
If you are looking for outperformance, you will find it here: Nakiki, Strategy, Palantir!
Cryptocurrencies are currently still digesting the latest flash crash, which briefly sent the BTC price from its all-time high of over USD 126,000 down to USD 107,000. It has now stabilized around USD 110,000. For investors, corrections in an intact upward trend are always excellent opportunities to build or expand positions. US investment bank JPMorgan is forecasting prices of USD 165,000 for Bitcoin this year. Sounds like a very high return? Yes, but it gets even better: Strategy has already shown the way. So-called BTC treasury strategies are outperforming cryptocurrencies. We take a closer look at the strategy and the exciting, promising newcomer, Nakiki SE.
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