Comments
Commented by André Will-Laudien on February 2nd, 2026 | 07:30 CET
Crash, correction, or buying opportunity? Silver at 74, gold at 4,700 - SAP and Microsoft down 20%, while Almonty and ASML advance
What a Friday it was! Oil prices started rising in the morning due to fears of a US invasion of Iran. But things turned out differently! Silver, which started the day at USD 112, reached prices of around USD 74 by 7 pm – a crash of 40% from its recent highs. Gold followed suit, dropping by roughly 20%. Trading floors saw exceptionally high volumes, and a new US Federal Reserve chairman was announced. The day before, ASML reached a new all-time high, while SAP and Microsoft continued their downward trend. Almonty Industries shot up to record levels and was only slowed down by the negative sentiment. How is all this connected? Read on to find out.
Read
Commented by Nico Popp on February 2nd, 2026 | 07:25 CET
Energy from waste, as at Verbio: CHAR Technologies as the savior of the steel industry – competition for market leader SunCoke Energy
The steel industry is facing a severe test that is often glossed over in ESG reports. While politicians, the media, and futurologists dream of green hydrogen, this vision collides with harsh reality: steel, the basic material of our modern civilization, cannot be produced in existing plants without solid carbon. It serves not only as an energy source, but also as a chemical reducing agent to extract oxygen from iron ore and as a support structure in the furnace. Against this backdrop, it becomes clear that decarbonization cannot be achieved by completely eliminating carbon, but only by replacing its fossil origin. In this billion-dollar market, the Canadian company CHAR Technologies is positioning itself as a key problem solver. While the established market leader SunCoke Energy still relies on fossil coal and is increasingly under margin pressure, CHAR's biochar is an immediately available, climate-neutral solution. At the same time, Verbio's success in Europe shows that scaling up waste materials to energy works – a logic that CHAR is now applying to the steel sector.
Read
Commented by Carsten Mainitz on February 2nd, 2026 | 07:20 CET
Energy: The bottleneck of the markets – how investors can benefit from American Atomics, Nordex, and Siemens Energy!
Energy is a key determinant of the competitiveness of economies and companies. Availability, price, and security of supply directly influence costs and, in turn, the prices of products and services. Renewable energy is important, but fluctuating power generation, the risk of dark doldrums, and the currently limited storage capacity pose significant challenges. Against this backdrop, uranium is experiencing a comeback as a reliable energy source. Many tech giants such as Alphabet, Microsoft, Amazon, and Meta are already relying on nuclear power to meet the enormous energy demands of their data centers and AI infrastructures in a reliable and low-carbon way. American Atomics is considered a beneficiary of this trend. The company is pursuing the goal of establishing a fully integrated North American value chain, leveraging favorable political and structural tailwinds.
Read
Commented by Nico Popp on February 2nd, 2026 | 07:15 CET
Not all nickel is created equal: How Power Metallic Mines stands out from the crowd – Talon Metals and Magna Mining as role models
The nickel market has been experiencing a split for some time now, forcing investors to rethink their strategies. At first glance, there is enough of this important industrial metal available, as Indonesia has flooded the markets in the past with material from its huge laterite deposits. But appearances can be deceiving. There have long been two markets for nickel: a market for bulk nickel, which is produced primarily in Indonesia with high energy consumption and questionable environmental standards, and a premium market for high-purity, ESG-compliant sulfide nickel, which is indispensable for the high-performance batteries of the Western automotive industry. While prices on the London Metal Exchange (LME) are capped by the Indonesian oversupply, strategists such as Tesla and GM are paying significant premiums behind closed doors for material that is not only chemically pure but also geopolitically and ecologically sound. In this exclusive club of North American nickel projects, Power Metallic Mines is positioning itself as one of the most exciting stocks. With its high-grade NISK discovery in Québec, the Company occupies precisely the niche that Donald Trump has declared a matter of national security through the US "One Big Beautiful Bill" legislation.
Read
Commented by Armin Schulz on February 2nd, 2026 | 07:10 CET
Taking advantage of the crash: How Newmont, Silver Viper Minerals, and First Majestic Silver are poised for the silver boom
The sharp sell-off in precious metals on January 30 caught many investors off guard. Silver fell by as much as 34%, while gold declined by a more moderate 12%. This abrupt correction has unsettled markets, yet it may also be obscuring a significant opportunity. A structural supply deficit in silver is meeting with exploding demand from industry and technology. This imbalance forms the basis for a potentially powerful next phase in the silver cycle. Three companies appear particularly well-positioned to benefit from this dynamic: Newmont, Silver Viper Minerals, and First Majestic Silver. We take a closer look at their strategies.
Read
Commented by Carsten Mainitz on February 2nd, 2026 | 07:05 CET
These investment specialists pay high dividends: RE Royalties, Mutares, DWS – Growth and dividends are not mutually exclusive!
Nowadays, anyone who talks too much about dividends can quickly be labeled "old-fashioned." Why settle for a 6 or 10% return when stock prices seem to be skyrocketing every day? But trees do not grow to the sky. Recently, investors were abruptly reminded of this by the sudden crash in gold and silver. While the masses often chase the next big thing, successful investors sometimes pursue very different strategies. Warren Buffett made a fortune with investments that others considered boring. The companies mentioned here pay high dividends - RE Royalties, even 13% p.a. - and continue to grow. Not exciting enough? Perhaps. But often, this is exactly how money is made in the long term.
Read
Commented by Nico Popp on February 2nd, 2026 | 07:00 CET
Uranium rush in the Athabasca Basin: Stallion Uranium follows in the footsteps of NexGen Energy – an opportunity for Cameco too?
The global energy industry is currently experiencing a renaissance that seemed unthinkable just a few years ago. Driven by the insatiable appetite for electricity of AI data centers and the geopolitical imperative to become independent of fossil fuel imports, nuclear power is making a comeback as an indispensable source of base load power. However, the nuclear power comeback is facing a harsh reality: the supply of nuclear fuel is lagging behind demand. While reactors are running longer and new ones are coming online, suppliers' inventories are running low. This structural supply deficit has sparked a race for the few remaining world-class deposits. The center of this search is in Saskatchewan, Canada, more specifically in the southwestern Athabasca Basin. A clear hierarchy has emerged here. Industry giant Cameco must produce, developer NexGen Energy has proven the geological potential, and explorer Stallion Uranium has secured the strategically crucial land package to cause a sensation with the next big discovery. We get to the bottom of the details.
Read
Commented by André Will-Laudien on January 30th, 2026 | 10:00 CET
War on the horizon, cold winter, and unresolved energy issues! CHAR Technologies has the answers
Despite all the geopolitical uncertainties, the capital markets are experiencing the largest and most powerful commodity rally of all time. This is driving up input costs for industry, further fueling already stubborn inflation. The fact that tariffs, wage increases, and high resource prices are affecting store shelves also implies significantly higher interest rates in the near future. Investors should consider alternatives and, especially for highly valued stocks, set tight stop-loss limits. However, with regard to unresolved energy issues, there are innovative solutions that can even be purchased on the stock market. Cleantech specialist CHAR Technologies has an interesting business model that makes sense in all weather conditions. A closer look reveals good medium-term prospects.
Read
Commented by Fabian Lorenz on January 30th, 2026 | 09:00 CET
DroneShield disappoints! Plug Power fights for survival! American Atomics stock poised for an overdue rally?!
Tech analyst Pip Klöckner paints a clear picture for 2026: he expects NVIDIA CEO Jensen Huang to become the world's most influential energy lobbyist. Without additional, reliable energy, data centers cannot operate - and without data centers, no one will buy NVIDIA chips. Meta is already fully committed to nuclear energy, underlining how critical stable baseload power has become in the AI race. American Atomics stands to benefit from this development. After all, uranium is needed regardless of who builds the nuclear power plants or ultimately wins the AI arms race. Importantly, American Atomics is developing several promising projects directly in the United States. The AI-driven energy boom has also lifted hydrogen stocks in the past, including Plug Power, but the euphoria has faded, and the Copmany is now fighting for survival. And what about DroneShield? The drone defense specialist's shares have taken a sharp hit in recent days. Was the sell-off triggered by the latest quarterly figures, or is something else at play?
Read
Commented by Armin Schulz on January 30th, 2026 | 07:35 CET
Electromobility needs graphite just as much as AI needs energy – a closer look at BYD, Graphano Energy, and Intel
The energy transition will reach a critical point in 2026: storage facilities will become systemically important infrastructure, driven by electromobility and the exploding demand for electricity from AI. This boom is driving demand for high-performance batteries and essential raw materials such as graphite to unprecedented heights. Anyone who wants to identify the structural winners of this megatrend should keep an eye on three key players: e-mobility pioneer BYD, raw materials specialist Graphano Energy, and chip giant Intel.
Read