Comments
Commented by Carsten Mainitz on November 5th, 2026 | 05:27 CET
Desert Gold, Heidelberger Druckmaschinen and Evonik: Where is the stock market underestimating the potential?
Prepared and published on behalf of Desert Gold Ventures.
The reporting season could hardly be more contrasting. While Evonik is impressing with higher earnings, Heidelberger Druck is shocking the market with a profit warning. Meanwhile, Desert Gold is on the verge of its first precious metal production. Analysts consider all three stocks to be undervalued. Research firm GBC even sees enormous upside potential of more than 600% for Desert Gold. Are these stocks now poised for a fundamental revaluation, or are investors knowingly walking into a value trap? We take a closer look!
Read
Commented by André Will-Laudien on November 5th, 2026 | 05:23 CET
Midterms go to the Democrats – oil plunges! Shares in TUI, Lufthansa, Ryanair and RE Royalties are now really taking off!
The US election shock is sending tremors through global financial markets and making prices dance wildly! Following the Democrats' success in the midterms, investors are breathing a palpable sigh of relief, as Donald Trump's protectionist plans are blocked and political uncertainty suddenly evaporates. Commodity markets are particularly volatile, with oil prices in free fall. This is welcome news not only for consumers at the petrol pump, but also provides a major boost to global economic growth. After all, lower energy costs mean lower producer prices and more money in consumers' pockets, significantly stimulating spending. The tourism sector is benefiting most of all from this momentum, as falling jet fuel costs send shares in airlines and tour operators soaring. At the same time, Trump's fossil fuel agenda acted as a brake for months, which now puts renewable energy firmly back in the spotlight. Sustainable investments and greentech are now expected to make a spectacular comeback on the stock market. A combination of cheap energy and reliable climate policy should provide enough fuel for rising share prices in the neglected segments. We present a small selection of investment ideas here.
Read
Commented by Armin Schulz on November 5th, 2026 | 05:20 CET
SAP, Aqarios Quantum Technologies and D-Wave Quantum: Quantum computing aims to untangle supply chains and other industrial challenges
Good planning needs data and computing power. Many corporations manage planning data with SAP software, but computing power hits limits when faced with complex tasks. The more interdependencies come together, for example in inventory management, the power grid or production, the harder traditional methods struggle. This is where quantum providers aim to step in. On October 29, Aqarios Quantum Technologies announced funding for three research projects, including one with E.ON for the power grid. On October 28, D-Wave signed a memorandum of understanding with LG CNS for optimisation in manufacturing. We therefore take a closer look at SAP, Aqarios Quantum Technologies and D-Wave Quantum.
Read
Commented by Matthias Schomber on November 4th, 2026 | 05:43 CET
Apple disappoints with its outlook; Aixtron celebrates an order boom and Power Metallic Mines is poised for a rebound!
Prepared and published on behalf of Power Metallic Mines
Global equity markets face important directional decisions in late autumn 2026. Severe dislocations are occurring and have already occurred, most recently to an extreme degree at Intel and other chip stocks. While technology stocks such as Apple are struggling with unexpected margin pressure and expensive memory chips despite stellar record highs, semiconductor equipment manufacturer Aixtron is experiencing a breakthrough thanks to booming order books. Away from the major indices and stocks, the commodities sector is also worth a look. At Power Metallic Mines, a more pronounced consolidation may have laid the groundwork for a rebound to begin now. Strong drilling results and the upcoming PEA could pave the way for expectations of substantial share price gains. Read on to find out how to assess these three stocks in the current market environment.
Read
Commented by Nico Popp on November 4th, 2026 | 05:42 CET
Dermatology with Tailwinds: How Galderma Is Deploying Billions, Vidac Pharma Awaits Crucial Clinical Data and Biofrontera Expands
Dermatological research is undergoing a phase of rapid growth. While established corporations generate enormous revenues in systemic therapies, new, targeted approaches to treating precancerous skin lesions are on the verge of clinical validation. High growth rates at Galderma, new approval decisions by the US Food and Drug Administration (FDA) for Biofrontera, and upcoming trial data at Vidac Pharma show how significantly skin disease treatment is changing. We show what opportunities this could create for investors.
Read
Commented by Stefan Feulner on November 4th, 2026 | 05:40 CET
Saab, Almonty Industries and Thales: The starting gun has been fired
Europe is rearming, and the US is investing billions in new weapons systems. Yet the growing demand for military equipment exposes a vulnerability: the West remains heavily dependent on China for strategic metals such as tungsten. The metal is needed for cemented carbides, special alloys and certain armaments, among other things. While European defence groups develop new technologies and secure major orders, an alternative source of raw materials is emerging in South Korea. For investors, this brings into focus not only manufacturers of modern weapons systems but also their industrial supply chains.
Read
Commented by Carsten Mainitz on November 4th, 2026 | 05:36 CET
Who is cashing in on the energy transition? RE Royalties, Nordex and RWE compared!
The expansion of the energy system consumes vast amounts of capital but opens up new business opportunities for companies along the entire value chain. But where do shareholders earn the most? Canada's RE Royalties focuses on financing. The company provides capital to renewable energy projects and, in return, receives interest and long-term shares in project revenues (royalties). Nordex, by contrast, earns money from wind turbines and their maintenance and recently raised its margin target. RWE earns money from power generation, trading and infrastructure and is driving the expansion of its energy portfolio. Who holds the best cards?
Read
Commented by Armin Schulz on November 4th, 2026 | 05:33 CET
Stocks for Healthier Harvests – Novo Nordisk, MustGrow Biologics and Nestlé at the Intersection of Appetite and Agriculture
Created and published on behalf of MustGrow Biologics Corp.
Living a healthier life today also means managing one's appetite medically. People who lose weight change their eating habits and pay closer attention to where their food comes from. This brings agricultural land into focus, as it is there that the foundations are laid for producing healthy crops for consumers. At the end of October, a provider of biological crop protection products reported successful field trials in Europe. At the end of the value chain is the food group that turns harvested crops into products for health-conscious consumers. We therefore take a closer look at Novo Nordisk, MustGrow Biologics and Nestlé.
Read
Commented by Nico Popp on November 4th, 2026 | 05:32 CET
Steel industry in transition: Vale, Champion Iron and Strategic Resources and the race for the pellet premium
The iron and steel industry is undergoing a major technological transformation. As the sector comes under pressure to reduce its CO₂ emissions, direct reduction is gaining importance relative to the conventional blast furnace route. In commodity markets, this is reflected in a widening price gap: the benchmark price for iron ore briefly fell below USD 90 per tonne in October, while prices for high-grade iron ore pellets have held up considerably better. Strategic Resources, a development-stage company, is targeting precisely this segment. Unlike established producers Vale and Champion Iron, which are adapting their operations, Strategic Resources aims to build a steelmaking supply chain without coking coal from the outset.
Read
Commented by Fabian Lorenz on November 4th, 2026 | 05:31 CET
Surprise at NEL! SFC Energy strong! dynaCERT on the verge of commercialisation!
Surprise at NEL: CEO Håkon Volldal is being replaced. His track record after four years is fairly modest. Whether his successor can turn things around at the hydrogen specialist remains to be seen. In any case, the new CEO does not arrive with much advance praise. SFC Energy, by contrast, is performing strongly. The company has successfully commercialised its technology. Following strong preliminary figures, analysts have raised their price targets and issued Buy recommendations. dynaCERT is on the road to commercialisation. With its retrofit systems for diesel engines, the company is benefiting from high energy prices, as customers can reduce both fuel consumption and pollutant emissions. In an interview, the CEO looks to the future with optimism.
Read