Africa
Commented by Nico Popp on June 24th, 2026 | 08:15 CEST
DR Congo Tightens Regulatory Reins: Implications for Barrick Mining and Ivanhoe Mines – DRC Gold Could Benefit
The mining sector in the Democratic Republic of the Congo (DRC) is forcing resource companies to rethink their strategies. Under the banner of "mineral sovereignty," the Central African nation is transforming from a mere supplier into a regulated player that demands equity stakes, local value-added quotas, and strict regulatory enforcement. In particular, a ministerial circular dated January 30, 2026, casts a long shadow: By July 31, all active mine operators must demonstrate a minimum Congolese ownership stake of 10%, to be split equally between private investors and employee ownership. Since virtually no foreign corporation has fully met these criteria to date, the pressure for consolidation within the country is increasing significantly. In this complex situation, it becomes clear that long-standing country expertise, geological know-how, and effective networks are crucial for economic success. We shed light on the situation and highlight a potential beneficiary.
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Commented by Armin Schulz on June 23rd, 2026 | 07:00 CEST
Value Creation Through Realignment: Why thyssenkrupp, Desert Gold, and Meta Are Now Fundamentally Attractive
The stock market is a barometer of change. Few things drive stock prices as much as a company's fundamental realignment—whether through radical operational changes or entry into promising technologies. For investors, these phases often open a window of opportunity in which the valuation does not yet fully reflect the company's actual potential. The trick lies in identifying those companies where the vision is already translating into a measurable path to value creation. We therefore take a closer look today at thyssenkrupp's divestiture plans, Desert Gold's transition from explorer to producer, and Meta's AI push.
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Commented by Tarik Dede on June 22nd, 2026 | 07:10 CEST
Gold and Silver in Focus: Shares of Hecla Mining, Desert Gold, and Kinross Gold Offer Opportunities
Peace negotiations between the US and Iran have begun. The groundwork has been laid, and there is still plenty of time to reach a long-term agreement. Curiously, investors flocked to the US dollar during the hostilities—a currency that has actually been losing value for years. It remains something of a mystery to the stock markets why, of all things, the currency of a completely over-indebted country is supposed to be a safe haven. Many attribute this to developments in interest rate expectations. However, a strong dollar has weighed on the price of gold in recent months. The price has now stabilized above USD 4,000 per ounce. Goldman Sachs recently issued a market update and set a price target of USD 5,000 by year-end. While this is a few hundred dollars below the previous target, if the analysts' forecast proves accurate, gold stocks are likely to benefit significantly. That would represent a gain of about 20% over the current price. The situation is very similar in the silver market. There is a tight supply of physical silver, and the rising dollar has caused price pullbacks. We are therefore taking a look today at the stocks of three attractive companies in the precious metals sector: Hecla Mining, Desert Gold, and Kinross Gold.
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Commented by André Will-Laudien on June 18th, 2026 | 07:50 CEST
Gold and Critical Metals in Buy Mode: In the Fast Lane with Barrick, BYD, VW, and North Arrow Minerals!
When it comes to critical metals and gold, Africa is a sought-after continent among investors. West Africa, in particular, has developed into one of the world's most significant gold-producing regions over the past two decades, with Barrick Mining—through its mines in Mali—playing a key role in unlocking the region's enormous geological potential. Deposits such as Loulo-Gounkoto are now among the company's most productive gold mines and impressively demonstrate the value that can be created when promising greenstone belts are systematically explored and developed. Barrick's success story also illustrates that many of today's major gold discoveries are no longer being made in traditional mining regions, but rather in areas that have seen little exploration. This realization is bringing the South African country of Botswana into the spotlight of global metals strategists. The politically stable country not only possesses significant deposits of critical metals such as copper, nickel, and rare battery metals, but also harbours geological structures comparable to the productive gold belts of West Africa. Investors are taking notice.
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Commented by Armin Schulz on June 18th, 2026 | 07:20 CEST
Trump Wants Lower Interest Rates: Riding the Gold Rally with Newmont, Desert Gold, and B2Gold
The recent stagnation in the gold market may be misleading. The fundamental backdrop is changing. Donald Trump wants to see interest rates fall and would like to see Jerome Powell replaced. At the same time, a weakening US dollar and continued gold purchases by central banks are creating a potentially powerful combination. These factors, underpinned by ongoing geopolitical tensions, are converging into a clear signal. The market may be approaching a turning point, where the next dynamic upward move appears increasingly likely. For investors, this opens up a strategic window of opportunity that could reward decisive action. We are therefore taking a closer look at industry leader Newmont, promising future gold producer Desert Gold, and established producer B2Gold.
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Commented by Lars Winter on June 17th, 2026 | 07:00 CEST
Rio Tinto, KSB, Desert Gold Ventures: Three Winners of the Commodity Supercycle
Commodity markets have performed strongly over the past two years. Despite recent corrections in gold and silver, precious metals remain in high demand. Copper, tungsten, and rare earths are also benefiting from a boom in demand that extends far beyond a typical economic cycle. The drivers include the energy transition, the global expansion of data centers, the electrification of industry, and rising defence spending. At the same time, the supply of strategic commodities is increasingly becoming a matter of national security. Three winners of the commodities supercycle are Rio Tinto, KSB, and Desert Gold Ventures. With stocks from the speculative, value, and infrastructure sectors, investors have three different ways to bet on one of the most exciting trends of the coming years.
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Commented by André Will-Laudien on June 15th, 2026 | 07:20 CEST
The Countdown to Mars is on: SpaceX, OHB, Rheinmetall, and Kobo Resources are Taking Off
Long-awaited, and now it has finally happened! We are talking about the IPO of the century from Elon Musk's empire: SpaceX. With a market capitalization of USD 2.2 trillion, the stock has joined the illustrious "MAG7" club after its first day of trading—it is now, so to speak, the "MAG8". Of the 22,000 employees, one in four has become a millionaire. There are 20 new billionaires from the founder's inner circle; even the operator of the SpaceX Campus Café is now worth USD 5 million. Elon has become the new messiah of the dollar, and the markets follow him with reverence. This once again highlights the fascination of "stocks" for the average person: anyone can obviously make it; you just have to be in the right place at the right time. Whether SpaceX's high valuation will still hold true in a few weeks now depends on the ETFs. They account for 30% of US stock market trading and will have to reflect the IPO valuation champion in their future weightings within the NASDAQ and Russell indices. Inclusion in the S&P is not expected until December. The catch: only 7% of the shares are freely tradable. What should investors pay attention to now?
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Commented by Nico Popp on June 12th, 2026 | 06:40 CEST
Gold Sector in M&A Frenzy: Dwindling Reserves Drive B2Gold and Orezone – Hidden Gem: Desert Gold
Dwindling mineral reserves in low-risk regions, stagnating discovery rates, and increasingly complex permitting processes—the situation in the gold mining sector is forcing leading producers to act. Since developing new large-scale greenfield projects is associated with sharply rising costs, industry giants are increasingly shifting their focus to acquiring projects already at an advanced stage. According to surveys by the industry portal MiningBeacon, the gold sector accounted for over 40% of the total mining transaction volume in the first five months of 2026 alone, amounting to deals worth USD 41 billion. West African shear trends and established mining regions are therefore becoming target areas for resource-hungry corporations that need to utilize their processing capacities to full capacity.
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Commented by Stefan Feulner on June 9th, 2026 | 08:05 CEST
USA Rare Earth, Desert Gold Ventures, Alcoa: Commodities Are Becoming the Key to the Future
The commodities markets are entering an exciting phase. While geopolitical crises could tighten the supply of key industrial metals and drive prices to new record highs, gold remains one of the most promising beneficiaries, given elevated government debt, central bank purchases, and global uncertainties. At the same time, the US and Europe are investing billions in building independent supply chains for critical raw materials to secure their technology, energy, and defence industries. This opens up opportunities for investors in several future markets that could benefit from structural bottlenecks and strategic demand.
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Commented by Fabian Lorenz on June 8th, 2026 | 07:05 CEST
Shock Move at Barrick Mining? Merger with Endeavour Mining? Opportunity in Desert Gold? Gold Price at USD 4,000?
While the gold price is weakening, a potential mega-merger is emerging in Africa. As reported by "Reuters," Barrick Mining is exploring strategic options for its African operations. In addition to a potential IPO in London, a merger with Endeavour Mining is also being considered. Barrick has already been pursuing a strategic realignment for some time, including plans to list its North American business separately. Smaller explorers and producers in West Africa should also benefit from the increased market attention. One potential acquisition target is Desert Gold. The company's CEO recently made a strong impression at an investor conference. The company aims to begin gold production this year and sees an opportunity to expand its resources to over five million ounces. Analysts recommend a "Buy" rating. At the same time, Russia is reportedly selling gold. Is this a reason for concern?
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