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Commented by Armin Schulz on March 24th, 2026 | 07:25 CET
From Silver North Resources to Volkswagen to Super Micro Computer: Where Are the Best Opportunities Now?
Markets remain under pressure as interest rate uncertainty and geopolitical risks weigh on sentiment. While some are losing their nerve in the face of volatility, three companies from completely different industries reveal the strategic shifts taking place behind the scenes. Beyond the recent drop in stock prices, there is another common thread. Whether in Silver North Resources' drill holes, Volkswagen's electric vehicles, or Super Micro Computer's AI servers, silver is proving to be the connecting element of a transformation sweeping across all industries. Today, we analyze which stocks have the potential for a turnaround.
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Commented by Fabian Lorenz on March 24th, 2026 | 07:20 CET
Oil Price at USD 150? Is Now the Time to Buy Energy Stocks? Siemens Energy, SMA Solar, and Dividend Star RE Royalties
Will the oil price climb to USD 150 in the short term? Barclays considers this extreme scenario possible. From the US bank's perspective, the driving force is, of course, the war in Iran. This is keeping the stock market on edge. Price swings are also severe for energy stocks. But this creates buying opportunities. RE Royalties, for example, is once again attractive with a dividend yield of 10% and the potential for rising prices. At Siemens Energy, the dividend yield is well below 1%. However, analysts expect a significant increase in the payout. Nevertheless, they do not consider the DAX-listed company's stock a Buy. And what about SMA Solar? Is the rally over? The price-to-sales ratio does not appear high.
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Commented by Nico Popp on March 24th, 2026 | 07:15 CET
Energy Crisis Escalates: A.H.T. Syngas Comes to the Rescue of Small and Medium-Sized Businesses – Haffner and Vow Position Themselves
The escalation of the war in the Middle East and the de facto blockade of the Strait of Hormuz are putting energy supply chains and the raw materials they depend on to the test. Since approximately 20% of global LNG trade flows through the strait, European natural gas prices have skyrocketed to record levels. The Dutch TTF benchmark reached a level of over EUR 90 per MWh in early March - a threefold increase within a few days that threatens the upturn in the manufacturing sector. In this market environment, the spotlight is turning to companies that offer immediately available, decentralized solutions for energy self-sufficiency. While many corporations are still stuck in long-term planning for a comprehensive hydrogen infrastructure, players like Haffner Energy and Vow are driving niche solutions for heavy industry and logistics. For medium-sized industrial companies, however, A.H.T. Syngas Technology offers a promising solution. Investors should recognize the dependence on global supply chains and bet on companies that are smartly tackling high energy costs.
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Commented by Armin Schulz on March 24th, 2026 | 07:10 CET
Sangdong Is More Than Just a Mine: How Almonty Industries Is Emerging as a Strategic Pillar for Western Supply Chains
For decades, tungsten was a blind spot in commodity markets - technically indispensable, yet strategically overlooked. That perception is now shifting rapidly. As Western economies reassess their dependence on Chinese supply chains for defense and high-tech applications, Almonty Industries is transitioning from developer to producer at its Sangdong project in South Korea. What follows is not merely the start of production, but a structurally important addition to Western supply security.
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Commented by Stefan Feulner on March 24th, 2026 | 07:05 CET
Uranium Energy, American Atomics, Energy Fuels: Strong Political Tailwind
The uranium market is undergoing a structural shift. The AI boom, data centers, and geopolitical tensions are driving up demand for reliable baseload energy. Nuclear energy is becoming a key technology of the digital age. At the same time, capital from Silicon Valley is flowing directly into the sector. The development of Western supply chains and new subsidy programs could trigger a revaluation with enormous potential for investors.
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Commented by Mario Hose on March 24th, 2026 | 07:00 CET
Volatus Aerospace: TSX Uplisting Signals a New Phase for the Drone and Defense Specialist
At the intersection of technology and national security, a Canadian company is gaining significant traction: Volatus Aerospace. In a short time, the company has evolved from a niche specialist into a recognized player in unmanned aviation and is now listed on the Toronto Stock Exchange. Drones are no longer mere gadgets - they have become essential tools in modern defense and industrial applications. Conflicts such as those in Ukraine and rising tensions around Iran underscore a clear shift: traditional weapons systems are often too costly, inflexible, and slow to deploy. This report examines how Volatus is capitalizing on this transition through targeted acquisitions, government support, and a clearly defined strategic roadmap.
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Commented by Armin Schulz on March 23rd, 2026 | 07:30 CET
Is US Ammunition Capacity at Its Limit? Antimony Resources Delivers What Washington Needs for "Unlimited" Firepower
As geopolitical tensions mount in the Middle East and Washington speaks of "unlimited" ammunition capacity, a critical bottleneck in the supply chain is becoming increasingly apparent: antimony. This unassuming semimetal, essential for modern weapon systems and high-tech industries, is scarcer than ever. China has turned off the export tap. A Canadian company is stepping into this very vacuum. With one of North America's most promising projects, Antimony Resources aims to secure the West's strategic independence.
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Commented by Stefan Feulner on March 23rd, 2026 | 07:25 CET
JinkoSolar, Stallion Uranium, Yara – New Opportunities in the Wake of the Energy Crisis
The global economy is on the brink of a tectonic shift. Skyrocketing energy prices, geopolitical tensions, and the rapid rise in global electricity demand are forcing governments and industries to rethink their strategies. While renewable energy is being expanded on a massive scale, nuclear energy is also making a comeback as a stable baseload source. At the same time, commodity and agricultural markets are coming under increasing pressure due to disrupted supply chains. This complex situation is creating a new reality in the markets. Those who supply the key technologies or control critical resources could be among the big winners in the coming years.
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Commented by Mario Hose on March 23rd, 2026 | 07:25 CET
Hunting for Bargains After the Sell-Off: What Investors Need to Know About SAP, Vonovia, and Pure One Right Now
The stock market currently resembles a battlefield where even the strongest names find little mercy and are getting hammered. Whether it is software pioneers like SAP or real estate giants like Vonovia, the massive sell-off has left deep scars in some portfolios. But while many investors are pulling the ripcord in a panic, something completely different is brewing behind the scenes. The fundamental strength of these companies is often completely forgotten amid the current market noise. Whether AI will really destroy and replace as much as feared at SAP remains to be seen. Things get particularly exciting when you look beyond the horizon to Australia, where Pure One is currently blazing entirely new trails in clean mobility. All three stocks currently share a rather depressing price level, which could, however, form the basis for a massive recovery. In this report, we analyze why sentiment might be worse than reality and where the hidden treasures might be buried. Will SAP and Vonovia find their bottom? And can Pure One celebrate its long-awaited breakthrough through strategic milestones? Read the analysis now on the courage required, new market lows, and the hope for imminent price surges.
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Commented by Armin Schulz on March 23rd, 2026 | 07:20 CET
Sell-off at Barrick Mining, Lahontan Gold, and Newmont: Why Now Is the Perfect Time to Buy More
The Fed's recent decision, with its hawkish tone, has shaken the gold market and triggered a sharp correction. What looks like a sell-off, however, turns out to be a classic entry point for strategic investors. The structural drivers - geopolitical uncertainty, chronic over-indebtedness, and the ongoing crisis of confidence in monetary policy - remain firmly in place. This is precisely where a promising opportunity is now emerging. We take a closer look at three gold companies that are now coming into focus: Barrick Mining, Lahontan Gold, and Newmont.
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