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Commented by Carsten Mainitz on December 22nd, 2025 | 07:05 CET
Silver boom shows no end! Exploration stocks like Silver Viper are significantly outperforming the precious metal! High reserves at Pan American Silver, record highs at Barrick
2025 was a historic year for silver. With a spectacular rally to a current all-time high of USD 67 per ounce, the price of silver has significantly outperformed gold and the broad mass of other commodities. Industrial demand, geopolitical uncertainties, and supply deficits are driving prices. Reaching new highs has also generated a strong buy signal. Market participants expect the bull market to continue. With shares in producers such as Pan American Silver, investors were able to significantly outperform silver. Exploration stocks such as Silver Viper, in particular, offer leveraged investment in the yellow precious metal's little brother in the current bull market cycle. Where is it still worth getting in?
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Commented by Stefan Feulner on December 22nd, 2025 | 07:00 CET
Hecla Mining, Globex Mining, Coeur Mining – Trend remains intact
The precious metals sector was one of the big winners on the financial markets in 2025. While silver made headlines with its spectacular rally, gold in particular remains the overriding anchor of stability for investors. Despite temporary setbacks, there are many indications that the long-term upward trend remains intact. Structural drivers such as high government debt, geopolitical uncertainties, and continued demand for safe havens are likely to remain unchanged. Against this backdrop, gold and silver producers are once again coming into focus, as they can benefit disproportionately from the positive environment.
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Commented by André Will-Laudien on December 22nd, 2025 | 06:55 CET
Will 2026 start with another surge? We evaluate BYD, NEO Battery Materials, and DroneShield
In December, many market participants start thinking about the next investment period – in this case, the year 2026. The 2025 investment year was one of the best periods of the past 20 years for both the DAX and the NASDAQ, with gains of 18.7% and 20.8%, respectively. Even the Trump tariff crash in April was offset entirely within just two weeks. The drivers of the upswing remain the US administration's policy, which is perceived as "supportive," as well as ongoing geopolitical conflicts and still tolerable interest rates between 2.7% (Bund) and 4.0% (USD Treasury) in the ten-year range. For the coming year, some experts expect another wave of inflation, high commodity prices, and rising energy costs. These are all factors that could once again stifle the economic upturn and bring additional volatility to the markets. And let's not forget: AI and defense seem to be at their peak — so who will lead the next revaluation of the stock markets?
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Commented by Armin Schulz on December 22nd, 2025 | 06:50 CET
Take advantage of the price dip among industry leaders from the US and Germany: Almonty Industries, Rheinmetall, and RTX
The recent price corrections among leading companies in the key sectors of critical raw materials and defense technology now present a strategic entry point. This setback offers investors the opportunity to participate in established and ongoing megatrends without missing the early phase. We analyze the specific upside potential of tungsten producer Almonty Industries, German defense giant Rheinmetall, and US technology leader RTX.
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Commented by Armin Schulz on December 22nd, 2025 | 06:00 CET
The key to billions in profits: High-performance batteries in the spotlight at NEO Battery Materials, Volkswagen, and DroneShield
While sluggish economic data currently dominates, disruptive technologies are unleashing enormous profit potential. Artificial intelligence, electromobility, and new safety requirements are fueling demand for specialized high-performance batteries. These key components are driving not only autonomous vehicles, but also AI infrastructures, robotics, and drone systems, generating growth markets worth billions. We analyse NEO Battery Materials, a manufacturer of high-performance batteries, electric vehicle manufacturer Volkswagen, and drone specialist DroneShield.
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Commented by Armin Schulz on December 19th, 2025 | 07:10 CET
The critical resource: How Antimony Resources protects Rheinmetall and BASF from shortages and why it has upside potential
Without antimony, there would be no flame retardants, modern electronics, or precision ammunition. However, the global availability of this critical metal is increasingly under threat. This is yet another sign of the comprehensive raw materials crisis that is forcing entire industries to radically reorganize their supply chains. It is precisely here, where a triad with enormous potential is emerging: Antimony Resources' access to the source positions itself as a potential supplier to Rheinmetall and BASF, who depend on this indispensable material. We take a closer look at the three companies.
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Commented by Nico Popp on December 19th, 2025 | 07:05 CET
The silver bet: Why Fresnillo is investing in Silver Viper – Hecla Mining already expensive
Silver is the metal of the moment. Driven by demand from the photovoltaic industry and its role as a safe haven, gold's little brother is once again becoming the focus of investors. But while established silver producers such as Hecla Mining and Fresnillo are struggling with the challenges of declining ore grades and rising costs, a new dynamic is forming in the second tier. Strategic alliances are being forged to secure the reserves of the future. Particularly exciting is a current constellation in Mexico, where global market leader Fresnillo is entering into an unusually close relationship with explorer Silver Viper Minerals. This move could be interpreted as a covert takeover preparation.
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Commented by Fabian Lorenz on December 19th, 2025 | 07:00 CET
Milestone for Almonty Industries! Full order books at RENK and TKMS! Here is what analysts say
A milestone for Almonty Industries: the tungsten mine in South Korea goes into operation. This positions the raw material gem for strong revenue and earnings growth in the coming years. Analyst estimates are based on significantly lower prices and could therefore be too conservative. The stock is rebounding. Defense stocks are currently being weighed down by the possibility of peace in Ukraine, but order books remain well filled. Shortly before Christmas, RENK is celebrating a million-euro order from the German Armed Forces for various tanks. TKMS has no worries about revenue for the coming years, with an order backlog of EUR 18.5 billion, nearly nine times its annual sales. Analysts recommend buying.
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Commented by Fabian Lorenz on December 19th, 2025 | 06:55 CET
Puma takeover at EUR 27.50? D-Wave wants a share of the government's billion-euro pot! Analysts believe Power Metallic Mines shares could rise 200%!
Will Puma be acquired at a price of EUR 27.50 per share? DZ Bank believes this is possible. Analysts believe a Chinese corporation is a likely candidate. The sporting goods icon does not seem to be able to spark any price speculation on its own at the moment. In contrast, Power Metallic Mines has made impressive progress in the current year, taking the Company to a new level. The share price does not reflect this. Analysts see 200% upside potential. The D-Wave Quantum share price is currently taking a break. Possible government contracts could bring new excitement. To land these, the quantum specialist is setting up its own business unit.
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Commented by André Will-Laudien on December 18th, 2025 | 08:00 CET
Silver boom and critical metals on the rise! Keep a close eye on Rheinmetall, Infineon, Hensoldt, and Antimony Resources
International conflicts and competition for physical silver are leading to increasing uncertainty surrounding critical metals. Since the defense industry and the high-tech sector are particularly dependent on intact supply chains, increased volatility is also measurable in these sectors. For risk-conscious investors, the time has come to scan their portfolios for potential risks and, after one of the best upward cycles of the last 20 years, to close one or two doors. We can help with the analysis.
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