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Commented by Fabian Lorenz on July 30th, 2025 | 07:15 CEST
BUY NOW? Puma, D-Wave, and Almonty Industries with 100% upside potential
Sometimes the stock market is not rational. That is precisely when great opportunities can arise. Almonty shares appear to be one such opportunity right now. The tungsten gem has corrected sharply following its NASDAQ listing. While the Company remains in its quiet period, analysts are speaking out and see significant upside potential. The rally could resume soon, as tungsten remains critical for defense and other industries. Staying the course despite sharp corrections has paid off for D-Wave this year. Those who bought additional shares were rewarded. Next week, the quantum stock is likely to see new momentum. No positive momentum is currently expected for Puma. Following the profit warning, the stock is at rock bottom, and analysts are slashing their price targets. Or is this the signal to buy?
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Commented by Armin Schulz on July 30th, 2025 | 07:10 CEST
Made in the USA: Bayer caught in a customs trap? What about Argo Graphene Solutions and BASF?
The new US-EU trade pact is creating deep rifts. While many European exports are groaning under the 15% tariffs, exceptions and location strategies are deciding who the winners and losers will be. Bayer and BASF are facing rising costs, but their innovative strength offers the key to limiting the damage. Argo Graphene Solutions, on the other hand, is strategically well-protected thanks to its US subsidiary and can take a relaxed approach to the customs issue. Those who identify the right levers now will turn trade risks into returns. Three companies, three ways through the tariff jungle. We take a look at how each is dealing with the new landscape.
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Commented by Fabian Lorenz on July 30th, 2025 | 07:05 CEST
RENK facing takeover? Crash at Novo Nordisk! Buying opportunity in AJN Resources shares!
AJN Resources shares currently offer an exciting opportunity to position yourself for the next rally in the gold price. The Company announced yesterday that it has received approval to explore its property in the vicinity of the largest gold deposit in Ethiopia. The regular news flow expected in the coming months should give AJN shares new momentum. There are currently exciting developments in the European defense industry. Ahead of its IPO, KNDS has further increased its stake in supplier RENK. There were problems with another major shareholder in the run-up to the IPO. Novo Nordisk is currently facing completely different issues. The Danish company has lowered its revenue and profit forecasts, causing its share price to crash. Is now the time to buy?
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Commented by André Will-Laudien on July 30th, 2025 | 07:00 CEST
Trump's Tariffs & Takeovers! BioNTech, PanGenomic Health, Pfizer, and Valneva Targeted by Speculators
The US-EU tariff agreement has now been finalized. Many sectors of the European economy will now face additional burdens and margin cuts. The biotech and pharmaceutical industries have been spared, as medicines and active pharmaceutical ingredients are among the few product groups that are traditionally traded duty-free in transatlantic trade. This is due to international agreements, such as the WTO Pharmaceutical Agreement, which both the EU and the US have signed. Clinical trial drugs, active ingredient imports, and vaccines are also mostly exempt from tariffs. Valneva is currently making headlines with its chikungunya vaccine, BioNTech and Pfizer are continuing to sell COVID-19 vaccines on a small scale, and PanGenomic is surprising everyone with a new AI-powered health platform. A lot is going on in the sector – who are the big earners?
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Commented by Nico Popp on July 29th, 2025 | 07:30 CEST
Drone hype: Who is getting the best deal? Volatus Aerospace, Renault, Rheinmetall
The days of tanks and howitzers are over. The war in Ukraine shows that drones are changing the face of combat—they provide reconnaissance, carry out precision strikes, and score points with low acquisition costs and high effectiveness. It is no wonder that major arms manufacturers and industrial companies want to jump on the drone bandwagon. Renault has even been asked by the French government to enter the business. But the barriers to entry in this market are high. We explain who is likely to profit from the drone business in the future and why size and capital are no guarantee of long-term success.
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Commented by Armin Schulz on July 29th, 2025 | 07:25 CEST
Hydrogen from setback to comeback: Plug Power, First Hydrogen, Nel ASA – Who will emerge victorious from the transformation?
Quietly but steadily, the hydrogen revolution is regaining momentum! Despite short-term setbacks, pragmatic solutions are reigniting the fire. Core networks are emerging, logistics alliances are optimizing supply chains, and niche markets are beginning to thrive. Here, smart players are shaping decarbonization far removed from the overheated expectations of 2021. Three companies stand out: Plug Power, First Hydrogen, and Nel ASA. They combine strategic partnerships and specialized technologies, leveraging government infrastructure initiatives to emerge from the crisis as stronger winners.
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Commented by Nico Popp on July 29th, 2025 | 07:20 CEST
Study reveals AI catch-up gap among pharmaceutical giants: Opportunities for Roche, Pfizer, and NetraMark?
Many observers believe that AI will revolutionize the biotech and pharmaceutical industries. A study by market researchers at Coherent Solutions now reveals the full picture: the market for biotechnology AI is projected to grow from USD 2.6 billion today to USD 12.8 billion by 2035. This corresponds to an annual growth rate of 18.8%. The report also shows how the industry's major players are preparing for the change. Since the "AI Readiness Index" calculated by the analysts paints a very complex picture, the opportunities for specialized AI investments are significant. We take a closer look at the Coherent Solutions study and introduce a business model poised to revolutionize pharmaceutical research and offer opportunities for investors.
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Commented by Fabian Lorenz on July 29th, 2025 | 07:15 CEST
Watch out for BioNTech! Bayer, Formycon, and Vidac Pharma shares are on the rise!
While all eyes appear to be on BioNTech's upcoming quarterly results on August 4, other shares are on the rise. Analysts see strong upside potential for Vidac Pharma, citing the possibility of a multi-fold increase. The Company has appointed a new CEO, and its listing on a major German stock exchange is expected soon. This is an exciting mix that could break the sideways trend and ignite a rally. Bayer and Formycon have already shown that a 50% increase is possible in just a few months. However, the DAX-listed company had to report a delay in product approval last Friday. At Formycon, the upward trend is still intact. Analysts praise the progress made in biosimilar development.
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Commented by Armin Schulz on July 29th, 2025 | 07:10 CEST
RENK, Almonty Industries, thyssenkrupp: Three stocks that are benefiting NOW from the new security dividend
Geopolitical turmoil is accelerating growth in key sectors. As defense budgets rise worldwide and supply chains are realigned, specialized players are positioning themselves as indispensable partners. High demand for security-critical technology, strategic raw materials, and innovative industrial solutions is driving this development, giving selected companies extraordinary momentum. We take a look at RENK, Almonty Industries, and thyssenkrupp to see who is benefiting now.
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Commented by André Will-Laudien on July 29th, 2025 | 07:05 CEST
Trump tariffs settled? What are the triggers now? Palantir, naoo AG, TeamViewer, and D-Wave
With the US-EU agreement on tariffs, markets opened positively yesterday but quickly slipped into negative territory. The reason: the agreement is widely viewed as a "loss-making deal" for the EU. While tariffs of over 20% were averted, 15% still remain. In return, NATO must purchase substantial US military equipment, while US vehicle exports to the EU remain tariff-free. Donald Trump could not have negotiated better himself - a diplomatic failure for Brussels. The decision will have a significant impact on the EU's automotive sector, luxury and consumer goods industries, and technology sector. For example, European wine will cost US consumers about 30% more, factoring in currency losses, which is devastating for European winemakers. All in all, this deal is considered a major setback for free trade, with serious inflationary consequences and declining consumer demand. Investors should reposition themselves, as late summer looks stormy from this perspective alone.
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