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Commented by André Will-Laudien on February 4th, 2026 | 07:00 CET
The bomb has dropped! Gold from 5,600 to 4,600 and now back again? Crazy times with Barrick Mining, DRC Gold, and Strategy
BANG! Investors could not react fast enough as gold and silver prices plunged last Friday. There were many explanations for this sell-off: derivative positions of major banks, which had really hurt during the steep upward trend of recent weeks. Then a few speculators jumped in, hoping to grab a slice of the pie. And finally, a dash of panic. Silver collapsed by a full 40% from USD 122 to USD 72, while gold corrected by around USD 1,000, or 20%, down to USD 4,600. At the start of the week, a slight stabilization is now visible, but volatility remains. The environment is still fragile. Gold stocks like Barrick Mining and DRC Gold are feeling the impact. Looking beyond the metals to Bitcoin, one loser comes into focus: Strategy, Michael Saylor's BTC asset management company. How will the mess continue?
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Commented by André Will-Laudien on February 3rd, 2026 | 11:30 CET
Sell-off or healthy correction? Quality stocks in focus: SAP, D-Wave, and Aspermont
Market activity has picked up noticeably in recent days. Upswing here, sharp pullback there! Volatility is back, driven by political statements and economic uncertainties. While the sudden 30% crash in silver is unsettling commodity investors, and SAP shares are undergoing a significant correction, many investors are fleeing to defensive sectors and tangible assets. Crypto markets remain in a downward spiral, and the perennial topic of AI is being viewed with increasing selectivity. Against this backdrop, Australian media and commodities specialist Aspermont is leveraging its long-established network and data assets to accelerate growth using AI. At the same time, it remains to be seen whether there is still hope for higher valuations after the sell-off at SAP and D-Wave. Time to get out the magnifying glass, Sherlock Holmes style.
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Commented by Armin Schulz on February 3rd, 2026 | 07:30 CET
BYD sales figures plummet! Power Metallic Mines as the raw materials king and Volkswagen on a transformation course
The electromobility boom is facing its toughest reality: the battle for lithium, copper, nickel, cobalt, and rare earths. While demand continues to rise, access to these critical raw materials will determine the winners and losers of the new era. This supply-side bottleneck confronts three very different players with fundamentally different challenges: the Chinese EV giant BYD in its tense domestic market, the up-and-coming supplier Power Metallic Mines, with its vast source of raw materials, and the long-established automaker Volkswagen, which is deep into a costly transformation. We take a closer look at where each stands today.
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Commented by André Will-Laudien on February 3rd, 2026 | 07:25 CET
SILVER CRASH - From USD 122 to USD 72! Time to sharpen your knives with TKMS, CSG, Silver Viper, and thyssenkrupp
The explosive rise in the price of silver, which rose almost in a straight line from around USD 35 to USD 122 by the end of last week, is now taking its speculative toll. The precious metal has soared by more than 300% within 14 months, accompanied by widespread rumors of huge short positions and extreme problems for the futures exchanges in terms of material supply. The fact remains that silver has been used for several years across various high-tech industries, from wind power and e-mobility to state-of-the-art defense technology. Manufacturers are also said to have been spotted on the market making large cover purchases due to impending physical shortages. Industry sources report a possible deficit of over 1 billion ounces in the March settlement – equivalent to around 125% of total annual production. In addition to the exciting silver explorer Silver Viper, we also analyze thyssenkrupp, its subsidiary TKMS, and the newcomer to the stock market, CSG. It is worth reading on.
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Commented by Nico Popp on February 3rd, 2026 | 07:20 CET
The gold correction is irrelevant here: Why Desert Gold is the missing piece of the puzzle for B2Gold and Allied Gold
The gold market is in a phase that analysts now refer to as a supercycle. With prices breaking historical records, smart capital is turning its attention to the world's most productive regions – even after the recent correction in precious metals. West Africa, and specifically the Senegal-Mali Shear Zone (SMSZ), is considered the geological heartland. This is where some of the largest and richest mines on the planet are located. But the business follows an inexorable logic: even the largest mines are emptying, and the processing plants need to be kept busy. This is true in the south of the zone for Canadian giant B2Gold with its world-class Fekola mine and in the north for Allied Gold, which is revitalizing the historic Sadiola asset. Desert Gold is considered a potential supporter of both companies. The company controls the largest non-producing land parcel in the entire region, located precisely between the two giants. This makes Desert Gold extremely interesting for investors.
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Commented by Fabian Lorenz on February 3rd, 2026 | 07:15 CET
US government pours billions into USA Rare Earth - Could Antimony Resources be next?
Almonty Industries, MP Materials, and other commodity stocks have already demonstrated the new reality: in today's geopolitical environment, commodities are becoming critical, and stock prices can multiply dramatically. Antimony Resources offers investors an opportunity to participate at a comparatively early stage. History shows that when mining companies transition from explorer to producer, valuations can move into the billions. Despite a strong rally, Antimony Resources is still valued at "only" around EUR 50 million. Due to pressure from the US government and a mining-friendly jurisdiction, Antimony Resources could advance toward production significantly faster than is typical in the sector. A direct involvement by the US government would not be surprising. After investments in MP Materials, Vulcan Elements, and Trilogy Metals, the Trump administration recently pumped billions into USA Rare Earth. Could Antimony Resources be next?
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Commented by Armin Schulz on February 3rd, 2026 | 07:05 CET
Zinc boom, turnaround, and biotech growth: How to profit with Pasinex Resources, Puma, and Evotec
In volatile markets, investors are looking for exceptional opportunities. Three companies stand out in this regard. A commodities company with exceptional zinc projects, a sporting goods manufacturer undergoing radical transformation, and a biotech pioneer with a unique platform model. The combination of momentum, strategic turnaround, and long-term growth promises attractive return opportunities. We analyse the promising prospects of Pasinex Resources, Puma, and Evotec.
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Commented by Nico Popp on February 3rd, 2026 | 07:00 CET
Crash as a reality check for AMD and First Majestic: Why silver and AI are correcting while Almonty stands firm on rising tungsten prices
Market sentiment has shifted sharply in recent weeks: what began as profit-taking has developed into a real stress test for investors' nerves. The sectors most celebrated in recent months – AI stocks and precious metals – have taken a beating. Yet amid this turmoil, one phenomenon is emerging that should make investors sit up and take notice: the tungsten market is completely decoupled from the crash and, seemingly immune to Wall Street panic, is hitting new highs. Tungsten, the indispensable backbone of Western defense and heavy industry, is becoming more expensive while almost everything else is falling. In this environment, Almonty Industries is emerging as a quasi-monopolist with excellent prospects to deliver long-term gains for its shareholders.
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Commented by Fabian Lorenz on February 2nd, 2026 | 07:45 CET
Plug Power under pressure! 2G Energy and the AI BOOM! 100% PRICE POTENTIAL for A.H.T. Syngas shares!
Analysts see over 100% upside potential for A.H.T. Syngas shares. Experts believe the company is on the verge of a growth spurt. The market potential for synthetic natural gas substitutes from biogenic residues is huge. In addition, the company is in the process of transforming itself from a pure plant manufacturer to an energy producer. While A.H.T. is only worth around EUR 10 million on the stock market, 2G Energy is already worth EUR 600 million. This is also raising shareholders' expectations. The latest order intake failed to provide any impetus, with everyone waiting for news from the US. There is currently a sense of alarm at Plug Power in the US. At an extraordinary general meeting, shareholders are to decide on the future of the hydrogen specialist. The postponement of the event is causing uncertainty.
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Commented by Armin Schulz on February 2nd, 2026 | 07:40 CET
BASF, MustGrow Biologics, and K+S Alliance: How to benefit from the megatrend of food security
Global food security is facing a historic stress test. Driven by population dynamics, climate extremes, and geopolitical upheavals, efficient food production is becoming the central task of the century. Investors who want to invest in this systemic transformation are positioning themselves at critical points in the value chain. Three key players, a chemical giant, a pioneer in biological solutions, and a specialist in soil health, show where the greatest opportunities lie. The strategies of BASF, MustGrow Biologics, and K+S provide the decisive blueprints for the future.
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