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Commented by André Will-Laudien on January 15th, 2026 | 07:20 CET
Silver, gold, copper, and uranium - The stuff dreams are made of! Nel ASA, American Atomics, and Siemens Energy in focus
Commodities are off to a strong start again this year. As they are irreplaceable raw materials for industry, energy distribution, and e-mobility, high prices are also accelerating inflation in Western jurisdictions. With the exception of gold, critical metals have been trading at "safety premiums" for several months. This is a result of fragile supply chains, geopolitical constraints, and increasing supply uncertainty. Solar module manufacturers in China are now said to be hoarding silver because speculators are virtually buying up the procurement markets for physical goods. Silver has gained around 200% in the past 12 months, with physical demand now exceeding annual production. According to experts, this trend is far from over. Are portfolio rebalancing measures necessary?
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Commented by Armin Schulz on January 15th, 2026 | 07:15 CET
Lithium shortage grows: How BYD, NEO Battery Materials, and DroneShield are benefiting
A new era of scarcity is dawning. Lithium prices are skyrocketing. As lithium becomes the strategic oil of the 21st century, entirely new technologies are fueling the appetite for energy. Electric mobility, drones, robotics, and AI all have one thing in common: they are driving up demand for energy storage systems that need to be more powerful, more efficient, and simply more robust. In this race for what is arguably the most important resource of our time, what counts most is secure supply chains. Without them, the much-vaunted technology of the future will fall by the wayside. We take a look at three specific companies that are benefiting from the new technologies: BYD, NEO Battery Materials, and DroneShield.
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Commented by Carsten Mainitz on January 15th, 2026 | 07:10 CET
Power Metallic Mines: Top Commodity Pick Backed by Renowned Investors!
Many market experts have proclaimed this the decade of commodities. Last year was dominated by a precious metals boom, with silver in particular seeing a sharp increase in momentum in recent weeks. Critical raw materials, such as rare earth elements and strategic metals, are also attracting significant attention. The market is dominated by China, and export restrictions put additional pressure on the West to develop new deposits outside of China and establish secure supply chains. This is putting companies that own properties in secure Western jurisdictions at the center of investor interest. One such company is Power Metallic Mines. The Canadians have one of the largest polymetallic deposits in North America. Several prominent investors have already taken positions, underscoring the Company's potential. Analysts also see significant upside for the stock.
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Commented by Armin Schulz on January 15th, 2026 | 07:05 CET
Undervalued in transition - plus dividends? Analysis of Mercedes-Benz, WashTec, and Sixt
The fundamental transformation of mobility is creating two contrasting realities: while established manufacturers are groaning under massive pressure to innovate and shrinking margins, surprising profit opportunities are emerging in the niches of change. The strategic responses to this tension could hardly be more different. A premium automaker, a vehicle care equipment supplier, and a mobility service provider exemplify where the future of driving can also be lucrative for investors. It is therefore worth taking a closer look at the paths of Mercedes-Benz, WashTec, and Sixt.
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Commented by Nico Popp on January 15th, 2026 | 07:00 CET
The USD 88 shock: Are UBS and Citigroup forcing the silver market to its knees, or are we witnessing the ultimate short squeeze? Opportunities at Silver North Resources
The year is still young, and a drama is unfolding on the precious metals markets that could go down in history. The price of silver has shattered historical resistance levels and is trading above the USD 88 per ounce mark. What was long dismissed as the wild fantasy of "gold bugs" is now a harsh reality: a sudden decoupling of physical scarcity from paper-based pricing mechanisms. As the spot market explodes, all eyes are on the big players in the financial world. Rumors are growing louder that major banks such as UBS and Citigroup may have gotten themselves into dangerous trouble through massive short positions. In this toxic environment of mistrust and panic, investors are seeking refuge in unencumbered assets - and finding it in junior explorers such as Silver North Resources, which owns exactly what the banks are said to have shorted: physical silver in the ground, high-grade and safely located in Canada.
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Commented by André Will-Laudien on January 14th, 2026 | 07:40 CET
Price explosion ahead! Alibaba flexes its muscles, RE Royalties up 40%, and TeamViewer on the launch pad!
The markets are proving highly dynamic at the start of the year. Yesterday, the DAX climbed to a new all-time high of over 25,400 points. There have been minor corrections among the high-tech winners of 2025, but the focus is now shifting to small caps and old favorites, which can now take off unchallenged. Alibaba is making an impressive comeback in China, RE Royalties is off to a strong start with a 40% gain, and the much-maligned TeamViewer is finally posting a satisfactory quarter. How quickly will investors return here?
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Commented by Fabian Lorenz on January 14th, 2026 | 07:35 CET
Fraunhofer Sounds the Alarm! Will Batteries Soon Be Scarce from China? NEO Battery Materials Offers an Alternative – Launching in 2026!
Fraunhofer is sounding the alarm with unusual clarity. Europe's largest research and innovation organization warns that China's new trade policy measures on battery technology pose a strategic risk. In extreme cases, an export ban could become a reality "in a very short time." What is particularly explosive is that Beijing is not only targeting batteries and preliminary products, but also the machines without which no cell factory can start up. This could not only slow down German car manufacturers' race to catch up in electromobility but also create bottlenecks in drones, robotics, and other emerging technologies. Battery suppliers from "Western" production, such as NEO Battery Materials, could benefit from this development. The Company's revolutionary technology is market-ready, with mass production set to begin in South Korea. NEO shares currently appear undervalued.
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Commented by Carsten Mainitz on January 14th, 2026 | 07:30 CET
Silver boom with no end in sight! Strong price drivers for Silver Viper, First Majestic Silver, and Pan American Silver!
Silver has been underestimated for a long time, but that changed abruptly last year. The silver boom has been gaining momentum, especially in recent weeks. Currently, a troy ounce costs around USD 85. Like no other commodity, this precious metal combines two worlds – monetary security and a key industrial component. Analysts are increasingly raising their price targets, even beyond the USD 100 mark. The silver market is tight and sensitive to changing conditions. Past price developments reflect rising demand, supply bottlenecks, and a short squeeze. For silver producers and future miners of the precious metal, these are ideal conditions that should cause share prices to rise further.
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Commented by Nico Popp on January 14th, 2026 | 07:20 CET
Targeting cancer metabolism: Why Bayer and Pfizer are restructuring - and why Vidac Pharma is filling a scientific gap
The investment year 2026 marks a decisive turning point for the global biotechnology and pharmaceutical sector. After a period of macroeconomic uncertainty, we are witnessing a renaissance in the life sciences, driven by two fundamental forces: the urgent need for big pharma players to replace their expiring patents with innovation, and the scientific breakthrough of novel mechanisms of action in agile biotech small caps. While industry giants such as Pfizer and Bayer are attempting to steer their cumbersome tankers onto a new course through massive restructuring, the as-yet little-noticed biotech company Vidac Pharma is delivering the technological innovation the market is looking for. With an approach that directly addresses cancer metabolism and reverses the "Warburg effect," which has been known for almost a century, Vidac is positioning itself as a disruptive force in oncology and dermatology. For investors, this constellation offers a rare opportunity: to observe the stability of the giants while betting on the explosive potential of a technological innovator that analysts say is massively undervalued.
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Commented by Carsten Mainitz on January 14th, 2026 | 07:10 CET
With these data-driven and scalable business models, investors are on the winning side: Aspermont, Palantir, and SAP!
Data is a fundamental part of the economy and our everyday lives. Companies that not only collect data but can also systematically refine, monetize, and scale it are creating business models with enormous leverage. Palantir transforms fragmented information into decision-relevant intelligence for corporations and governments. SAP's software maps corporate data in real time and makes it usable. The often overlooked specialist Aspermont transforms data in the commodities sector into high-margin digital subscription models. All three companies are united by a scalable platform mindset. Where are the biggest opportunities?
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