Comments
Commented by Carsten Mainitz on January 29th, 2026 | 07:45 CET
Antimony: Critical raw material becomes a geopolitical factor – Antimony Resources poised for revaluation
Antimony Resources is quietly emerging as a raw materials story with enormous strategic impact. The critical raw material antimony is relevant to security, indispensable to industry, and too unevenly distributed globally. In an environment where supply chains are politicized and critical raw materials are becoming geopolitical weapons, the Company is set to increasingly come into focus with Bald Hill, the largest antimony project in North America. Investors who recognize the trend early on are securing a place at the beginning of a highly exciting and lucrative investment story.
Read
Commented by Nico Popp on January 29th, 2026 | 07:40 CET
Flight to substance: How Chevron, Hapag-Lloyd, and RE Royalties are weatherproofing portfolios
Many investors are currently experiencing a vague sense of unease when they look at their portfolios. On paper, the returns of recent years look fantastic, driven by an unprecedented boom in artificial intelligence (AI). But when taking a closer look, one can see the cluster risk: The MSCI World, once synonymous with broad diversification, is now effectively a technology fund. Giants such as NVIDIA, Apple, and Microsoft dominate the indices to such an extent that a correction in the tech sector would drag down the entire portfolio. In this phase of market saturation, with valuations running high and global politics seeming more unpredictable than ever, investors are returning to an old virtue: cash flow. Dividend stocks are back in vogue – not as a boring addition, but as an indispensable anchor. We analyse three companies that promise stability in this environment: the indestructible energy giant Chevron, the logistics group Hapag-Lloyd, and the Canadian energy specialist RE Royalties, which has established a particularly smart model.
Read
Commented by Armin Schulz on January 29th, 2026 | 07:35 CET
The winners of decarbonization: How Siemens Energy, CHAR Technologies, and First Solar are turning the trend into returns
The energy transition is accelerating rapidly and becoming a dominant economic driver. While record investments are flowing into renewable capacities, innovative decarbonization strategies are generating not only ecological but also massive economic value. In this dynamic environment, three innovative companies are positioning themselves as key architects of the new energy landscape: Siemens Energy, CHAR Technologies, and First Solar.
Read
Commented by André Will-Laudien on January 29th, 2026 | 07:35 CET
Iran conflict and oil prices at USD 100? Caution advised for Nel ASA, A.H.T. Syngas, and Plug Power
The stock markets are in absolute stress mode! The US dollar has been depreciating for days, silver, gold, and copper are skyrocketing, and yesterday oil also started to rise. The threatening gestures from Washington are slowly making it clear that the number of geopolitical conflicts could even expand to include Iran in the short term. The Pentagon has sent an armada of ships to the Persian Gulf. Just another Donald show? Maybe, but maybe not! On platform X, he makes it unmistakably clear that an intervention in Iran's sovereignty could be imminent at any time. This means absolute "panic mode" for the commodity markets, as Iran produces over 4 million barrels of oil per day, and Western industries fear for their supply chains. We take a look at a few scenarios that are related to this situation in extended mode.
Read
Commented by André Will-Laudien on January 29th, 2026 | 07:30 CET
The witch dance continues! Another 100% with TKMS, DroneShield, Pasinex, or the new CSG?
The stock markets are extremely volatile, so it is time to take a closer look at some of the key players. Many investors are now focusing on a scenario of ongoing war. Hardly anyone expects real peace to be achieved, as a recent survey shows: 72% of those surveyed do not expect any of the existing trouble spots to enter a state of peace in 2026. This means that public skepticism is higher than the current "super summit talks" between the superpowers around the globe would suggest. In addition to defense stocks, commodity stocks also remain in a state of constant battle. Scarce metals appear to be becoming even scarcer, judging by the spot price. Anyone looking at the precarious situation in Europe should take a closer look at Pasinex Resources' zinc project. Here are a few tips on how to generate a 100% return.
Read
Commented by Fabian Lorenz on January 29th, 2026 | 07:00 CET
Puma takeover is becoming more concrete! Should investors buy Evotec and Silver Viper shares next?
Takeover speculation has been swirling around Puma for some time. Now it has become more tangible: Anta has secured a 29% stake in the German sporting goods group, paying EUR 35 per share. However, the euphoria on the stock market is limited. Are there better opportunities for investors to profit from takeover speculation? One candidate in the hot silver market is Silver Viper. The Company is pushing ahead with exciting projects in Mexico. Its recent capital increase met with strong demand, and a financially powerful potential buyer already has a foot in the door. And what about Evotec? The perennial takeover candidate is still not gaining momentum. That said, the biotech company is benefiting from the sale of one of its own holdings, which is expected to bring in around USD 160 million.
Read
Commented by Armin Schulz on January 29th, 2026 | 06:55 CET
Raw materials, armaments, returns: The investment logic behind Almonty Industries, Rheinmetall, and Lockheed Martin
The global economy is under intense pressure. Geopolitical conflicts are causing shortages of critical raw materials and forcing nations to embark on a massive arms race. These two megatrends are creating unique profit opportunities for companies that are positioned at the crucial points of this value chain. Those who understand the strategic connection between vital resources, modern defense technology, and the highest level of security technology can profit. An analysis of the key players - Almonty Industries, Rheinmetall, and Lockheed Martin - reveals how investors can position themselves along this strategic value chain.
Read
Commented by Armin Schulz on January 28th, 2026 | 12:00 CET
In the eye of the commodities storm: How Aspermont, with its 190-year history, is becoming the data center of the mining industry
Gold is breaking records, copper is driving the energy transition, and critical raw materials such as rare earths are becoming a geopolitical currency. While investors are considering direct commodity investments, a company that has transformed itself into an indispensable architect of this new era is operating in the background: Aspermont. Once a traditional specialist publisher, the Company has quietly evolved into a data-driven control center for global mining. In a market characterized by resource nationalism and supply chain stress, reliable information is the most valuable commodity. Aspermont delivers just that, not as a cyclical player, but as a provider of critical infrastructure for decision-making. This transformation is complete, financially sound, and meets with a perfect environment.
Read
Commented by Carsten Mainitz on January 28th, 2026 | 07:30 CET
Silver Viper Minerals – The perfect combination of a silver boom, exploration potential, and takeover speculation
All eyes are on silver. Recently, the price per troy ounce almost reached the USD 120 mark. Even though short-term speculation is on the rise, one thing is certain: the silver market is experiencing a sustained and structural supply deficit. All in all, these are favorable conditions for existing and prospective producers. Mexico is the global leader in silver production and is dynamically developing new deposits. Investors can benefit from this situation with Silver Viper Minerals shares. Under the leadership of an experienced management team with a strong track record, the Company is developing large, high-quality silver properties in the Central American country. Further progress is also fueling takeover speculation.
Read
Commented by André Will-Laudien on January 28th, 2026 | 07:15 CET
Silver soon at USD 200? Buying at elevated levels or seizing opportunities with CSG, American Atomics, and Carl Zeiss Jena
After a nervous start to the year, commodities and energy issues are once again firmly in focus on global capital markets. Recent discussions around trade tariffs and geopolitical dependencies, topics that also dominated the World Economic Forum in Davos, have triggered pronounced volatility. At the same time, heightened volatility is opening up attractive opportunities for investors. Whether silver, copper, nickel, lithium, or uranium, these metals are essential for industry, the energy transition, and electromobility. Their growing strategic importance is driving up prices and increasingly acting as an inflationary force in Western economies. The underlying factors include disrupted supply chains, export-policy uncertainties, and a tight structural supply deficit. In China, for example, solar module manufacturers are reportedly beginning to stockpile silver, as physical material is becoming increasingly difficult to source. As a result, the price of silver has multiplied within just one year, and physical demand now significantly exceeds global annual production. Investors should take note.
Read