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Commented by Stefan Feulner on April 13th, 2026 | 07:00 CEST
Volatus Aerospace - War, AI, and Security Drive a Billion-Dollar Boom
The world is entering a new technological phase, with drones emerging as a critical component. Geopolitical tensions, such as in Ukraine and the Middle East, have underscored the strategic importance of unmanned systems in modern warfare. At the same time, demand for data, surveillance, and automation is accelerating rapidly, driven by the expansion of AI, data centers, and critical infrastructure. According to market studies, the global drone market is expected to exceed the USD 100 billion mark by 2032. The global counter-drone market is expanding even faster and could surpass USD 20 billion by 2030.
But it is not only in the military sector; an enormous growth market is also unfolding in the civilian sector. Drones are increasingly being used to inspect power grids, pipelines, offshore facilities, and agricultural land. The combination of falling costs, rising performance, and AI-powered data analysis makes them an indispensable tool. The current geopolitical environment is acting as a catalyst and could mark the start of a long-term supercycle.
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Commented by Carsten Mainitz on April 10th, 2026 | 08:20 CEST
Unlocking Massive Potential in Pharma's Largest Segment: Innovator Vidac Pharma, Industry Leader Bayer, or Turnaround Candidate Evotec?
Oncology is the most strategically important growth market in the pharmaceutical industry and at the same time one of the key levers for improving global health. Currently, around 20 million people worldwide are diagnosed with cancer each year, a figure expected to exceed 30 million annually by 2040. The global oncology drug market is already valued at over USD 200 billion and continues to expand rapidly. Bayer aims to rank among the world's leading oncology players by 2030 and recently reaffirmed its medium-term targets. Following the sale of a stake in a cancer specialist, shareholders of Evotec, which has faced significant pressure, may soon benefit from a welcome inflow of funds. Vidac Pharma, on the other hand, is breaking new ground in the fight against skin cancer. There is enormous potential here.
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Commented by Jens Castner on April 10th, 2026 | 08:15 CEST
Between Hubris, Hype, and Hardship: A.H.T. Syngas, 2G Energy, and SFC Energy in the Cleantech Battle
At a time when Donald Trump’s return to the White House is fueling the fossil fuel industry, innovative cleantech companies are vying for attention and investors. A.H.T. Syngas, 2G Energy, and SFC Energy embody the shift toward clean, decentralized energy supply—from hydrogen derived from waste to flexible fuel cells. On the stock market, these small-cap stocks are currently struggling, while defense stocks are riding high. But the rediscovery of sustainable business models is only a matter of time.
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Commented by Tarik Dede on April 10th, 2026 | 07:25 CEST
Desert Gold: The Next Gold Miner in West Africa
The past 50 years in mining belonged to Latin America, as they say in the industry. That is where mining giants like Chile, Mexico, and Brazil emerged; countries that are now indispensable to the global economy. But this century belongs to Africa; all experts agree on that. Many undiscovered deposits are still waiting to be discovered by the world. The western part of the continent is becoming increasingly important in the gold sector. Desert Gold has established itself in Mali and plans to start production as early as this summer. The company's valuation is attractive, and the stock is still flying under the radar of many investors. This presents a buying opportunity for bold investors.
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Commented by Fabian Lorenz on April 10th, 2026 | 07:20 CEST
Drone Market Set to Exceed USD 100 Billion: Volatus Aerospace Positioned to Benefit from Dual-Use Strategy
Drones have evolved from a niche application into a rapidly expanding multi-billion-dollar market. Industry estimates point to a global market volume exceeding USD 100 billion by 2032. The military sector in particular is booming, driven by geopolitical tensions and new forms of conflict. But the civilian market is also growing at double-digit rates and opening up enormous opportunities in infrastructure, logistics, and agriculture. Against this backdrop, Volatus Aerospace is positioning itself with a dual-use strategy that targets both military and commercial applications. The company reports an order pipeline exceeding CAD 600 million, highlighting strong operational momentum. Analyst price targets currently reach up to CAD 1.25, compared to a current share price of around CAD 0.70. The stock is also actively traded on German exchanges.
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Commented by Nico Popp on April 10th, 2026 | 07:15 CEST
Gold Renaissance in Nevada: Nevada Gold Mines, Kinross Gold, and Takeover Candidate Lahontan Gold
Gold has shown increased volatility in recent weeks, while geopolitical developments continue to shape capital allocation across the sector. In response, producers are increasingly focusing on politically stable regions where existing infrastructure offers cost advantages. According to the Fraser Institute, Nevada remains one of the most attractive regions globally for mining investment. While industry leaders such as Nevada Gold Mines are setting standards through optimizations at their large-scale mines and corporations like Kinross Gold are actively searching for new resources in the Walker-Lane trend to replace their dwindling reserves, junior explorers offer a unique opportunity. The up-and-coming company Lahontan Gold operates the Santa Fe project, a former producing mine that recently made headlines with strong drill results. Thanks to a combination of existing permits and its location in one of the world's most productive gold regions, the company's flagship project aligns closely with the acquisition criteria of larger producers.
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Commented by Mario Hose on April 10th, 2026 | 07:10 CEST
Iran Conflict and Chip Boom: Almonty Industries Emerges as a Raw Materials Superpower
Amid rising geopolitical tensions and increasing dependence on critical raw materials, investors are focusing on supply security and strategic assets. The geopolitical situation is escalating, while technological dependence on critical raw materials has reached a dangerous level. Almonty Industries sits right at the intersection and offers a solution to a problem affecting the West. With the opening of one of the world's largest tungsten mines in South Korea, the company has not only achieved an operational milestone but also made a political statement. This is about far more than just mining; it is about the independence of entire industries. In this report, we examine why Almonty Industries could be particularly well-positioned amid fragile ceasefires, such as in Iran, and rising commodity prices. Those who understand the management's foresight will quickly realize that a company has emerged here that will redefine the rules of the game on the global market. This is the story of forward-thinking strategy, technical necessity, and a passion for a raw material without which the modern world would likely grind to a halt.
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Commented by Stefan Feulner on April 10th, 2026 | 07:05 CEST
Strategy, Aspermont, Redcare Pharmacy – Turnaround Opportunities Back in Focus
Markets are increasingly pricing in comeback potential. While the largest cryptocurrency climbs back above USD 70,000 and institutional inflows provide a tailwind, some players are unwaveringly betting on expansion despite billions in losses. At the same time, a data-driven platform model in the commodities sector is gaining traction, with over 180% upside potential, driven by scalable revenues and growing demand. In the e-commerce healthcare market, too, an operational turnaround following a prolonged period of weakness is triggering double-digit price movements. The combination of turnaround dynamics, oversold valuations, and long-term growth drivers could set the stage for further upside.
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Commented by Armin Schulz on April 10th, 2026 | 07:00 CEST
The Geological "Unicorn" the Market Refuses to See: Yet Power Metallic Mines Already Has the Big Players on Board
There are moments in the commodities industry when the data speaks so clearly that one has to wonder why the market hasn't caught on. Power Metallic Mines appears to be in exactly such a phase. On one side, spectacular drill results, world-class metallurgy, and high-profile investors point to generational potential. On the other, the market remains cautious, skeptical, and stuck in a wait-and-see mode for "the next study." Those who recognize this disconnect may be looking at one of the rare asymmetric opportunities in today's commodities market.
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Commented by Fabian Lorenz on April 9th, 2026 | 07:40 CEST
Almonty Industries: Poised to Benefit from Tungsten Supply Constraints and Defense Demand
With the ceasefire in the Middle East, a new phase may emerge: increased rearmament. The arsenals in the US, Israel, and the Gulf states have been severely depleted. How quickly the replenishment succeeds is likely to depend heavily on the supply of critical raw materials. And in many cases, China, as a de facto monopolist, holds significant influence. One essential metal is tungsten. It is used not only for ammunition and missiles but also, for example, in the semiconductor industry. In this sector, genuine supply bottlenecks appear to be looming. Major Japanese companies are, in any case, warning of this. Against this backdrop, it is not surprising that the price of tungsten has risen from USD 900 to around USD 3,000 per metric ton unit (MTU) this year alone. Nor is it surprising that Almonty Industries is a real analyst favorite. The tungsten producer is positioned for strong earnings growth.
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