Record year – Will 2026 be even better for BYD, Kobo Resources, Palantir, and DroneShield?

BYD – Conquering Europe is on the agenda

Chinese high-tech and automotive group BYD could really take off in 2026. The most important groundwork in Europe has been laid: a comprehensive dealer network, increasing brand awareness, and a production facility in Hungary that makes EU import tariffs look outdated. In this respect, 2025 was a costly year of development, but these upfront investments should now pay off. Many EU countries plan to introduce new e-subsidies from 2026, with a particular focus on the price range between EUR 20,000 and EUR 45,000. This is the playground of the market leader from Asia. With a 2026 P/E ratio of 11.1 and a 45% correction from the high in 2025, analysts on the LSEG platform see potential of over 30%. The stock is highly liquid and trades between EUR 9.80 and EUR 10.30. BYD will present its final figures for 2025 on March 31, 2026, but will certainly provide initial indications at the beginning of the year.

Kobo Resources – A golden future in West Africa

Kobo Resources' stock is truly inspiring at the end of the year. In the last four weeks, the share price has soared by over 50%. The explorer's field of activity is in West Africa's Côte d'Ivoire. This region is now one of the most attractive mining destinations in West Africa, boasting political stability, economic growth, and modern infrastructure. The key driver in the region is the unique gold mineralization of the Birimian Belt, a geological structure that has been producing world-class discoveries for years.

In this environment, Kobo Resources is developing into an exciting explorer with a focus on the Kossou Gold project near the capital, Yamoussoukro. Extensive drilling programs there confirm a continuous gold system that extends both along strike and at depth. The Jagger and Road Cut zones in particular are delivering consistently high-grade intercepts over relevant thicknesses. Results such as 9.0 m at 3.60 g/t gold or 8.0 m at 2.54 g/t gold support the geological model and underpin the resource potential. At the same time, each additional drill hole expands the mineralized footprint and strengthens the planning for an initial resource estimate in the coming years. Strategically significant is the location in the shadow of major producers such as Perseus Mining, Endeavour Mining, and Barrick, which are already producing millions of ounces in the immediate vicinity. This "hello effect" increases the chances of further discoveries and, at the same time, boosts the interest of potential partners. In many places, the mineralization found begins directly at the surface, which could enable low mining costs over the long term. Management is focusing on systematic exploration along the mineralized shear zones instead of drilling unspecifically at depth. To date, less than a quarter of the license area has been systematically explored, leaving considerable scope for discovery.

At the same time, the additional Kotobi area is also being developed step by step. Against this backdrop, Kobo is increasingly becoming the focus of investors who want to bet on the same geology as billion-dollar corporations, but with higher leverage. If the structural trends of the neighboring world-class mines do indeed continue at Kossou, Kobo's valuation is also likely to move upward quickly. Following the latest financing, the Company has CAD 4 million in cash, which is sufficient until mid-2026 for an initial resource estimate at Kossou. With a market value of CAD 35 million, the stock has now started to move. Risk-aware investors are jumping on board!

IIF presenter Lyndsay Malchuk interviewed CEO Ed Gosselin about Kobo's projects in Côte d'Ivoire.

https://youtu.be/JIVd5kOYalI

Palantir Technologies – Still in flight mode?

NASDAQ tech star Palantir Technologies appears to be completely out of control. In the current geopolitical environment, the big data analytics company has the wind firmly in its sails. Its business model is unique: using state-of-the-art AI applications, it can predict troop movements, military planning, and tactical maneuvers on the battlefield. Palantir is supporting the government of Volodymyr Zelenskyy in its defensive war against the Russian aggressor. Palantir's shares have already gained more than 115% this year and are likely a must-have for tech-oriented fund managers on their year-end portfolio list. As a result, further position-building in the stock during the final days of the year cannot be ruled out. Based on estimated 2025 revenues of USD 4.4 billion, the price-to-sales (P/S) ratio exceeds 100, while the P/E ratio even reaches a value of 237. Only 6 of 26 analysts are still calling for entry, and the average 12-month price target is actually below the current share price. Anyone investing at this level definitely knows what they are doing.**

DroneShield – The next crash is inevitable

There are always curiosities! After we reported on the overvaluation of DroneShield in many reports, the stock fell like a stone from EUR 3.80 to EUR 0.85 in November. The high point was just six weeks earlier in October. The reason for the slump was double reporting of revenue and massive sales by insiders and employees of the Company, who were able to access 5% bonus shares by reaching the AUD 200 million revenue hurdle. Due to the lack of a lock-up period, these were immediately sold on the stock market, with even the board of directors participating. Now, at the end of the year, speculation about the drone defense specialist is flaring up again, as NATO countries in particular have declared the use of drones to be the No. 1 weapon of war. This is helping DroneShield to secure several new military orders. And, of course, the topic of armaments is going down a treat on the stock market. Speculators are back on board and pushing the Australian company up by over 100% to EUR 2. So the air is getting extremely thin again, and there is a lot of potential in any direction for speculative investors!**

The end of the year brings the surprise of the year with silver and gold. The big winners are now companies with close ties to mining or those that own prime properties near major producers. Kobo Resources is ideally positioned here. BYD is also one of our top favorites for 2026, while Palantir and DroneShield should be traded with tight stops. Things can change quickly here!