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Commented by Nico Popp on July 8th, 2025 | 07:15 CEST
Construction revolution! Saint-Gobain, Heidelberg Materials, Argo Graphene Solutions
Billions are being poured into infrastructure. Real estate portfolios in many economies are also in dire need of renovation, and what are many builders and project developers doing? Business as usual! However, those who are alert and recognize what is currently happening in the building materials industry can make better decisions, whether as builders or investors. The reason: innovative building materials improve construction and ensure returns. We explain how this works in this article. Also featured: two well-known companies and an insider tip.
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Commented by Stefan Feulner on July 8th, 2025 | 07:10 CEST
Gold and defense stocks on trend – Alamos Gold, AJN Resources, Lockheed Martin
Increasing geopolitical conflicts and escalating wars in Ukraine and the Middle East, coupled with global trade policies that are increasingly lacking a clear strategy - we are currently living in the most uncertain times in decades. Even though stock indices around the world are still moving from one all-time high to the next, caution is advised. The beneficiaries, on the other hand, are clear. In addition to a booming defense industry fueled by the current era of rearmament, gold is once again asserting its role as a safe haven.
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Commented by Fabian Lorenz on July 8th, 2025 | 07:05 CEST
Rheinmetall above EUR 2,000? Bayer shares exhausted? NetraMark Holdings with lots of upside potential!
It seems only a matter of time before Rheinmetall shares break through the EUR 2,000 barrier. Increasingly, analysts are setting price targets above this mark. And operations are running smoothly, as demonstrated by the latest ammunition order and the Company's participation in the German government's billion-euro investment program. NetraMark, on the other hand, does not have to invest billions in research and development. The AI specialist is still an insider tip. However, the first study is now available, and analysts anticipate over 50% upside potential. In contrast, analysts see the end of the price fireworks at Bayer. Are they right?
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Commented by Armin Schulz on July 8th, 2025 | 07:00 CEST
Tungsten and molybdenum for the US military and Elon Musk: Why Almonty's NASDAQ listing could provide the next boost
Tungsten is harder than steel and only melts at 3,422 degrees - no wonder it is used in rockets, industrial robots, semiconductors, and many other high-tech applications. However, 84% of the world's critical metal comes from China, which poses a strategic risk to the West. Since the Chinese government imposed export restrictions, there has been significant upheaval. This is where Almonty Industries comes in. With mines in South Korea, Portugal, and Spain, the Company is building the largest independent tungsten pipeline outside China. For investors, Almonty is thus becoming a lever for raw material independence.
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Commented by Nico Popp on July 7th, 2025 | 07:15 CEST
Is this trend the next big thing? Hensoldt, BASF, Antimony Resources
Antimony is used in many high-tech applications, including the F-35 fighter jet. But as with tungsten, China also dominates the market for antimony. This unique semi-metal is found in the products of many German industrial companies. A young raw materials company from Canada is now preparing to produce antimony outside China and ensure security of supply. Following the recent release of outstanding drilling results, potential industrial partners are likely to be taking notice. How dependent are Hensoldt and BASF on antimony, and could Antimony Resources become the next Almonty?
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Commented by Armin Schulz on July 7th, 2025 | 07:10 CEST
RENK, Globex Mining, BYD: The raw materials gap – A threat to defense and e-mobility, An opportunity for miners
Global industry is facing a turning point. While defense giants like RENK are experiencing record demand yet continue to face investor skepticism, and electric vehicle leader BYD grapples with market saturation, raw materials are redefining the competitive landscape. Raw materials such as tungsten, antimony, and rare earths are essential for high-tech industries. Globex Mining is directly benefiting from this shortage of strategic metals – an effect that is permeating supply chains, from tank manufacturing to electric vehicle production. The diverging paths of these three players underscore the importance of supply security in determining success. An analysis of the current status of RENK, Globex Mining, and BYD reveals the strategic levers for future value creation.
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Commented by Stefan Feulner on July 7th, 2025 | 07:05 CEST
Almonty Industries – Next signs point to an upgrade
Almonty Industries plays a key role in securing the future supply of raw materials for the West. At a time when approximately 90% of the world's tungsten supply originates from China and geopolitical tensions are escalating, the Company is becoming the focus of Western security interests due to its strategically important Sangdong mine in South Korea. Tungsten is indispensable for defense, aviation, electronics, and mechanical engineering, but until now has been virtually unavailable from conflict-free sources. Almonty is not only developing one of the largest deposits outside China, but could also become the most important tungsten producer in the Western world. This represents a unique opportunity from both an economic and geopolitical perspective.
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Commented by André Will-Laudien on July 7th, 2025 | 07:00 CEST
The gold hammer! Goldman Sachs predicts USD 4,500 – Barrick, Desert Gold, Rheinmetall, and thyssenkrupp
The highest current estimate by investment banks for the price of gold is USD 4,500 per ounce by the end of 2025. This is the extreme scenario from Goldman Sachs, which could materialize in the event of a severe recession or major geopolitical escalation. In addition to the ever-present war scenarios, the economic outlook in the US also remains a source of uncertainty. The prospect of persistently high interest rates is fueling inflation concerns, with many wealthy investors pulling out of the dollar and increasingly turning to gold. This is also because US fiscal policy is perceived as increasingly chaotic. Additional tariffs are pushing the budget deficit even higher, creating an environment in which tangible assets are becoming more attractive. The increased demand for gold from institutional investors, funds, and central banks sends a clear message: the precious metals sector is on the verge of a new upswing.
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Commented by André Will-Laudien on July 4th, 2025 | 07:30 CEST
Almonty fires up the turbo: Reaching new heights with tungsten and foresight
Almonty Industries (TSX: AII; WKN: A1JSSD; ISIN: CA0203981034; EUR 2.75) is set to become a key player in strategic raw material security in 2025, and with good reason. Despite a fourfold increase in its share price and a market value of over CAD 1.2 billion, the story is far from over. Of particular concern are the intensifying international tensions between the power blocs of the US, Europe, and China, which show no signs of easing. At recent summit meetings, it became clear that neither side is willing to make concessions, even on minor issues. Tariffs, inflation, high debt, and a dire supply situation on the commodity markets are further exacerbating the political rifts between East and West. At the center of this storm are commodity producers and industrial buyers who depend on stable supply chains. Here is an update on our top pick: Almonty Industries.
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Commented by Nico Popp on July 4th, 2025 | 07:10 CEST
Biotech stocks with a safety net and double bottom: Vidac Pharma, BioNTech, and Gilead Sciences
For many years, biotech stocks were considered speculative bets on a single, all-important active ingredient. For seasoned biotech investors, it was once clear that there was little gray area between multiplication and total loss. But the biotech landscape has changed. Innovative technologies and modern processes ensure that even smaller biotech companies have several arrows in their quiver that can hit the mark. We explain what has changed in the biotech sector and what opportunities for collaboration could exist between BioNTech, Gilead Sciences, and Vidac Pharma.
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