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Commented by Matthias Schomber on July 22nd, 2026 | 07:55 CEST
Millions in Losses at Eutelsat! Warning Sparks Panic at Evotec! Can Zefiro Methane Save Your Portfolio?
The geopolitical situation is currently escalating dramatically. The latest news from the Middle East is coming in fast and furious. A massive military exchange between the US and Iran threatens to profoundly shake the global economy. Burning oil refineries in Kuwait, dead soldiers, and wailing sirens in the Gulf state of Bahrain paint a grim picture of the current security situation. Such rapidly escalating crises are driving oil prices sky-high and have the potential to send shockwaves through international financial markets. In these particularly turbulent times, many investors are desperately seeking safe havens. While once-coveted AI and tech stocks, as well as biotech hopefuls, are collapsing under the weight of global uncertainty and, in some cases, their own internal issues, lucrative niche markets are increasingly coming into focus. Today, we take a look at three different stocks. First, we examine the severe setback at Evotec, the costly strategic hurdles at Eutelsat, and the astonishing resilience of Zefiro Methane.
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Commented by André Will-Laudien on July 22nd, 2026 | 07:50 CEST
Software giants are longing for a new gold rush! SAP, ServiceNow, TeamViewer, and DRC Gold are stepping into the spotlight
The stock market is currently showing no mercy. Against a backdrop of growing belligerence, excessive debt, and rising inflation, growth stocks are repeatedly making a run toward higher valuations. "Asset inflation" is the buzzword. It actually reached a short-term peak in early June with the IPO of Elon Musk's marvel, "SpaceX." Since then, the market has been moving sideways, and occasionally downward, amid high volatility. While chip stocks celebrated an explosive summer rally, software stocks like SAP, TeamViewer, and ServiceNow took a steep nosedive. Are there already serious hopes for a rebound here? Even gold, which had been performing exceptionally well, reaching a new all-time high of over USD 5,400 in January, came under pressure. DRC Gold, an advanced explorer on Africa's east coast, is reporting good progress and is weathering the correction in the precious metals sector well, as evidenced by its share price performance. It is hard to imagine where the market might go if investors jump back on the gold bandwagon!
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Commented by Armin Schulz on July 22nd, 2026 | 07:45 CEST
The Billion-Dollar Industry You Cannot Afford to Miss: DroneShield, Volatus Aerospace, and Kratos Defense
The era of weapon systems weighing several metric tons is coming to an end. Recent conflicts, from Ukraine to the Middle East, have elevated the drone from a tactical tool to a decisive factor in modern warfare. At the same time, more and more autonomous aerial vehicles are being deployed in the civilian sector, from inspecting critical infrastructure to logistics. Given that IDTechEx forecasts the market will double within a decade, the drone market should be at the top of investors' watch lists. Three companies could play a particularly decisive role in shaping this transformation: DroneShield, Volatus Aerospace, and Kratos Defense & Security Solutions.
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Commented by Nico Popp on July 22nd, 2026 | 07:40 CEST
Why the Tungsten Shortage Threatens SpaceX and Siemens Healthineers—and How Almonty Is Becoming the West's Top Supplier
When technical necessity meets scarcity, it is not just engineers who take notice—the capital markets, too, have long been grappling with supply chains and their vulnerability to crises. This is particularly evident in the case of tungsten. This heavy metal is equally essential for modern space travel and innovative medical technology. Because Beijing is tightening the reins on tungsten exports, a metal also considered military-grade, the high-tech industry, from SpaceX to Siemens Healthineers, is feeling the heat. The search for crisis-resistant sources of raw materials is becoming a matter of survival for these corporations. Almonty, the leading Western tungsten producer, is perfectly positioned to benefit from this situation.
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Commented by André Will-Laudien on July 21st, 2026 | 07:55 CEST
M&A in Financials: Is PayPal's 100% Upside Just the Beginning? What Comes Next for Allianz, Commerzbank, RE Royalties, and Munich Re?
Rising interest rates and excessive government borrowing. The financial sector is back in the spotlight. In response to public interest, the sector has been required for some time now to ensure compliance with ESG lending guidelines. After all, no one in the EU, and certainly not in the US, wants to see a banking scandal like the recent one involving Credit Suisse in Switzerland. As a result, the global financial sector is increasingly aligning itself with sustainability criteria. As a result, innovative ESG financing now accounts for around 30% of the strategic core allocation among leading industry players. The insurance group Allianz is playing a pioneering role in this regard by using blended finance structures through its fund subsidiary, AllianzGI, to channel private capital into green projects in emerging markets via a climate fund worth billions. Munich Re, the world's largest reinsurer, also relies on a strict, independent green bond framework to support a low-carbon economy. Payment service provider PayPal takes a different, strongly socially oriented approach to ESG, focusing on the social pillar and global financial inclusion. A takeover could be on the horizon here—one that has long been anticipated, even by the very affordable green finance specialist RE Royalties. We are digging even deeper!
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Commented by Stefan Bode on July 21st, 2026 | 07:50 CEST
Weak Trading Week, Strong Banks, and an Interesting Oil Services Company – Bank of America, IBM, J.P. Morgan, Zefiro Methane
The past trading week, from July 13 to 17, 2026, was marked by strong quarterly results from major US banks, rising oil prices, and growing nervousness in the stock markets. While the S&P 500 lost about 1.2% and the Nasdaq fell 3%, several bank stocks managed to outperform the weak broader market. This week, investors are likely to focus once again on oil prices, as the US military campaign in Iran and Ukraine's attacks on Russian oil refineries continue to tighten energy markets. Higher oil prices increase costs across the entire value chain, raising the prospect of stronger inflationary pressures in the months ahead. Read on to find out who is still profiting in this environment.
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Commented by Armin Schulz on July 21st, 2026 | 07:25 CEST
China's Tungsten Grip Begins to Loosen—Almonty Industries Strengthens Defence Supply Chains as RENK and Boeing Secure Multi-Billion-Dollar Orders
The wars in Ukraine and Iran have exposed a critical weakness in the West's technology and defence architecture. Without fire-resistant tungsten, even the most advanced fighter jets remain grounded, and the most precise guided missiles are rendered useless. While combat operations are depleting stockpiles, China has effectively secured a monopoly over the entire supply chain, from the mine to high-performance components. This double squeeze, driven by war-induced demand and Beijing's control over supply, is transforming this critical material into a strategic instrument of power. On the other hand, these tensions are fueling a boom in the defence industry. Meanwhile, these geopolitical tensions are fueling a boom across the defence industry. We take a closer look at the current outlook for Almonty Industries, RENK Group, and Boeing.
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Commented by Jens Castner on July 21st, 2026 | 07:20 CEST
GameStop, dynaCERT, Infineon: Three Paths from Penny Stock to High Flyer
GameStop, once on the brink of bankruptcy, now plans to acquire eBay. Infineon, after a near-death experience during the 2009 financial crisis, is now one of the heavyweights on the DAX. The price surges of both stocks serve as a model for a third, significantly smaller case: dynaCERT. The Canadian company improves the fuel economy and emissions of existing diesel engines with a retrofit system. Analysts at GBC Research estimate the share's upside potential at over 500%. A look at the facts reveals whether this is realistic and what the future holds for GameStop and Infineon.
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Commented by Stefan Feulner on July 21st, 2026 | 07:15 CEST
BP, Lahontan Gold, Coinbase: Corrections Open Up Rare Opportunities
Gold, oil, and Bitcoin are all consolidating after strong rallies. But it is precisely these kinds of corrections that have often opened up the most attractive entry opportunities in the past. While many investors are taking profits, the focus is shifting to companies on the verge of key milestones or benefiting from long-term megatrends. Whether it is precious metals, energy, or crypto, those who take a selective approach now could secure promising opportunities.
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Commented by Matthias Schomber on July 21st, 2026 | 07:10 CEST
Bayer, BASF & HPQ Silicon in the Spotlight: Surprise, Upheaval, and a Huge Opportunity!
The recent escalation of the Iran conflict in the Middle East and growing industrial pressure from China are posing extreme challenges to the global economy. With the Strait of Hormuz closed once again and reports of oil tankers exploding making the rounds, the price of Brent crude has skyrocketed to around USD 90 per barrel. That is the highest level since mid-June. The effects of this energy crisis are already clearly evident in companies' financial statements. For example, a "low-cost airline" reported a massive 34% drop in profits in the first quarter due to soaring jet fuel prices. At the same time, concerns about a major war are growing, as the US is once again carrying out airstrikes against targets in Iran following rocket attacks on US soldiers in Jordan and is deploying additional fighter jets to the region. Amid these geopolitical upheavals, Germany's industrial sector also faces a difficult challenge, as China has transformed from a once-booming sales market in many sectors to its fiercest competitor—whether in automotive manufacturing, mechanical engineering, pharmaceuticals, or chemicals. The People's Republic is directly challenging Europe with subsidized products, fierce price competition, and rapid technological automation. Those who correctly interpret these multifaceted developments—and how companies are responding to them—can uncover highly attractive investment opportunities right now. We have selected three stocks that deserve a closer look!
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