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Commented by Fabian Lorenz on June 30th, 2025 | 07:15 CEST
Buy cleantech stock dynaCERT, or go with Steyr Motors, Deutz - or perhaps Rheinmetall and Nel?
Rheinmetall is the clear leader in the defense sector. However, its stock has already performed very well. It is worth taking a look at second-tier candidates such as Steyr Motors and Deutz. The former has just strengthened its sales in the US. Analysts believe Deutz shares could break through the EUR 10 mark. And in the hydrogen sector? Old favorites Nel ASA and Plug Power are fighting for survival. Analysts see potential for growth at dynaCERT. The hydrogen-based retrofit kit for heavy-duty diesel engines saves customers money and allows them to sell emission certificates. With new German management, sales efforts in Europe are currently being ramped up. Revenues could nearly double within a year. And the stock?
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Commented by Armin Schulz on June 30th, 2025 | 07:05 CEST
Gold on track for a new all-time high: How to profit with Barrick Mining, AJN Resources, and Newmont
Gold is heading inexorably toward new records in 2025, driven by geopolitical crises, fluctuating currencies, and nervous markets. Following a rapid start to the year, the price surged to historic highs, driven by substantial demand from investors and central banks. Interestingly, Asian private investors, in particular, have jumped on the gold bandwagon. If Asian "gold bugs" are now also on board, their purchasing power could support the market. Experts predict further increases, potentially reaching USD 3,956, especially with the strong season just beginning. Anyone looking to profit from this dynamic rally should keep an eye on these three companies: Barrick Mining, AJN Resources, and Newmont.
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Commented by Stefan Feulner on June 30th, 2025 | 07:00 CEST
Enphase, Pure Hydrogen, Palantir – Alternative opportunities
After oil prices surged last week due to the US entering the Middle East conflict, briefly breaking their downward trend that had been in place since March 2022, a massive sell-off followed once tensions eased. As a result, our preferred scenario of new lows for the year remains intact. In contrast, companies in the renewable energy sector showed signs of life after months of correction. Once again, US policy played a key role in this development.
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Commented by Fabian Lorenz on June 27th, 2025 | 07:00 CEST
Almonty Industries shares EXPLODE! Rheinmetall, Renk, and Hensoldt left in the shadows!
Almonty Industries' share price has gained over 20% in recent days. On its current home exchange in Toronto, the market capitalization has now surpassed the important CAD 1 billion mark. The upcoming IPO on the NASDAQ is a contributing factor to the price surge, but there are many other reasons! The shares of what will soon be the largest tungsten producer outside China are in a perfect storm of positive momentum. The 5% defense spending target agreed upon by NATO countries is also pushing the stock higher. The shares still appear to be an attractive buy. Analyst price targets have not yet been reached and are likely to be raised soon. Almonty currently overshadows Rheinmetall, Renk, and Hensoldt – and rightly so.
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Commented by Fabian Lorenz on June 26th, 2025 | 07:35 CEST
Sensational news drives shares: RENK, BYD, and Desert Gold
A major announcement from Desert Gold: the gold explorer has secured another exciting project. In an interview, the CEO expressed strong optimism. The new asset offers synergies with the Company's existing mega-project, which is nearing a PEA. The goal is to become a gold producer by 2026 - significantly increasing the likelihood of a takeover. RENK & Co. benefited yesterday from the NATO meeting and a cheerful Donald Trump. The confirmation of the 5% target for defense spending caused defense stocks to rise. In contrast, BYD shares remain weak. The Chinese are rushing from one sales record to another – or were they rushing? Because they seem to be falling victim to their own strategy. Investors are fleeing.
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Commented by Armin Schulz on June 26th, 2025 | 07:15 CEST
NATO's 5% target: Why Almonty Industries' mega mine and NASDAQ listing are a perfect fit for investors
Geopolitical conflicts and trade restrictions are making it increasingly difficult to source critical raw materials. Western companies in the high-tech and defense sectors are particularly struggling with scarce supplies and increasingly stringent export controls. With NATO's new 5% defense spending target, the battle for raw materials such as tungsten, which are essential for defense equipment, is set to gain further momentum. As a result, the demand for independent suppliers and the need for reliable partners with sufficient capacity is growing. Almonty Industries has already established a unique profile as a tungsten producer, with assets ranging from mines in Europe to the upcoming commissioning of a mega deposit in South Korea.
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Commented by Nico Popp on June 26th, 2025 | 07:05 CEST
Decoding the Code of Life – What comes next? Illumina, PanGenomic Health, Moderna
Genetic information is the blueprint of life. Even today, genome sequencing enables us to gain insights that can extend our lives. This is especially true when we can identify certain predispositions to diseases in advance and respond with a healthy lifestyle. Numerous business models are currently emerging around this technology. Some of these are very capital-intensive. Others leverage existing research and artificial intelligence, making them incredibly smart opportunities for investors.
We provide an overview.
Commented by André Will-Laudien on June 26th, 2025 | 07:00 CEST
New biotech boom ignites: Are Evotec, BioNxt, Bayer, Novo Nordisk, and Formycon poised for the next price surge?
The biotechnology industry is currently experiencing a remarkable renaissance. Innovations in personalized medicine, advances in mRNA technologies, and new therapeutic approaches to cancer and autoimmune diseases are fueling investor interest worldwide. In this dynamic environment, established players such as Evotec and Bayer, as well as specialized up-and-comers like BioNxt and Formycon, are moving into the spotlight of strategic investments. While Evotec scores with its strong partner network, Bayer is working on a realignment with a focus on promising research. BioNxt impresses with a lean business model and promising pipeline products in the field of drug delivery. Formycon, on the other hand, is benefiting from the biosimilar boom and is currently undergoing a turnaround. The industry is highly innovation-driven, and those who bet on the right players could reap above-average rewards.
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Commented by Fabian Lorenz on June 25th, 2025 | 07:30 CEST
BioNTech swallows CureVac! Evotec and Vidac Pharma next? Price driver takeover and Buy recommendation
Is Vidac Pharma about to see another price explosion? Last fall, the share rose by around 200%. Yesterday, there was a "Buy" recommendation. Analysts see potential for growth in this biotech gem. The latest news on the drug candidate VDA 1102 for brain tumors is promising. Could a takeover be on the cards? CureVac's share price has nearly doubled since the beginning of April. BioNTech plans to acquire its mRNA competitor and thus end patent disputes. Evotec is a permanent fixture on the takeover merry-go-round. However, this currently seems to be the only hope for rising share prices. The management's new strategy has not created the hoped-for wave of optimism. Is it still worth buying now?
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Commented by Nico Popp on June 25th, 2025 | 07:15 CEST
New trends in aerospace are driving growth: Volatus Aerospace, Lockheed Martin, Boeing
The new global security situation shows that military potential can secure peace. Even if staunch pacifists proclaim the opposite, the latest measures taken by Israel and the US against Iran have demonstrated that decisive action pays off – the mullah state's nuclear program appears to have been significantly delayed, at the very least. Military innovations have been particularly significant in the aerospace sector in recent years. However, many formerly purely military approaches are also proving their worth in civilian applications. We take a look at Lockheed Martin, Boeing, and Volatus Aerospace, highlight their innovations, and venture a look at how their shares are likely to perform.
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