Africa
Commented by Carsten Mainitz on July 31st, 2026 | 07:00 CEST
Analysts Sound the Alarm: Desert Gold and Steyr Offer Significant Upside Potential—Is Stabilus Poised for a Robotics-Driven Turnaround?
Selected small caps can offer compelling opportunities beyond the market's biggest names. Analysts see significant upside potential in several companies, citing attractive catalysts and long-term growth prospects. Desert Gold is approaching the start of gold production, a milestone that GBC analysts believe could drive a substantial re-rating of the stock. At Steyr, the first potential acquirer has emerged. Although the talks were not successful, this is nonetheless an encouraging strategic signal. Here, too, analysts recommend buying. Meanwhile, could Stabilus' latest strategic robotics partnership mark the beginning of a turnaround? Which of these stocks could be the next to break out?
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Commented by Armin Schulz on July 30th, 2026 | 09:50 CEST
Do Not Miss Gold's Next Rally: Why Newmont, Desert Gold and Agnico Eagle Deserve a Closer Look
Investors are watching the yellow precious metal closely; its price has recently come under pressure but has stabilized above USD 4,000. The fundamental conditions for further price increases remain intact. Central banks continue to prefer buying gold over the US dollar; geopolitical turmoil is driving demand for safe-haven assets; and the prospect of falling key interest rates is traditionally good for gold prices. At the same time, robust physical demand coupled with stagnant production is leading to a supply shortage. This environment is fostering positive sentiment, particularly among producers. A look at the current situation at Newmont, Desert Gold, and Agnico Eagle reveals which companies could benefit most from this tailwind.
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Commented by Matthias Schomber on July 28th, 2026 | 07:10 CEST
TUI, Xiaomi and Desert Gold: Goodbye Summer Slump, Chip Headwinds and a Golden Opportunity—Where Investors Could Find Value
Below, we look at three companies across different industries: the travel operator TUI, the Chinese technology provider Xiaomi, and the mining company Desert Gold Ventures. While TUI is expected to benefit from the continued recovery in global travel demand, Xiaomi is facing margin pressure in its core business due to rising component costs. At the same time, the company is seeking to unlock new sources of earnings growth through its electric vehicle division. Desert Gold Ventures, meanwhile, is on the verge of transitioning from exploration to active gold production. We examine the current key metrics, analyst price targets and fundamental developments for all three companies to assess their investment potential.
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Commented by Armin Schulz on July 27th, 2026 | 07:30 CEST
Gold Holds Above USD 4,000: Barrick Mining, Kobo Resources and Kinross Gold Offer Upside Potential
Gold has held above the key USD 4,000 per ounce level following its recent pullback. The correction shook the market, but the precious metal has rebounded faster than even the most optimistic analysts had expected. While experts continue to debate the future course of the market, central banks are steadily adding to their gold reserves—a clear vote of confidence in the precious metal. For investors willing to look beyond the obvious, attractive opportunities are now emerging. Three companies deserve special attention in this environment: the established industry leader Barrick Mining, the promising explorer Kobo Resources, and the gold producer Kinross Gold.
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Commented by Carsten Mainitz on July 24th, 2026 | 10:00 CEST
Keep Your Eyes Open! These Small Caps Are at a Critical Turning Point: North Arrow Minerals, Heidelberger Druckmaschinen, and Lang & Schwarz!
For stock pickers, it is the opportunity that counts—regardless of whether the potential alpha lies in commodities, industrials, or financial services. On top of that, small- and micro-cap stocks fly under the radar of the masses. This comes with both advantages and disadvantages. Patient investors who put the puzzle together correctly can benefit from this. In the case of Heidelberger Druck, the transition from a traditional machinery manufacturer to a technology group is being overlooked. As for Lang & Schwarz, the market is interpreting the loss of a major client almost as a failure of the business model—even though that model is actually based on multiple pillars. At North Arrow Minerals, exploration progress underscores the potential of the flagship Kraaipan Gold project. Well-known investors have already gotten on board. Who will come out on top?
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Commented by Nico Popp on July 24th, 2026 | 08:30 CEST
Promising Explorer Kobo Resources Heading for a Busy Fall? Endeavour Mining and Perseus Mining Under Pressure
West Africa stands out for its vibrant mining scene. A lot is happening in the region right now. While the major mining giants are investing billions in their existing operations to extend mine lifetimes, an increasing number of smaller players are also coming into focus with high-grade discoveries. In Côte d'Ivoire in particular, there is already existing processing infrastructure that needs to be utilized to full capacity. This is driving activity along the Birimian greenstone belt. The race for promising gold properties near existing milling capacity has begun. In this way, corporations are avoiding extensive new investments and permitting processes while breathing new life into existing facilities. We explain the trend and highlight a potential beneficiary.
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Commented by André Will-Laudien on July 22nd, 2026 | 07:50 CEST
Software giants are longing for a new gold rush! SAP, ServiceNow, TeamViewer, and DRC Gold are stepping into the spotlight
The stock market is currently showing no mercy. Against a backdrop of growing belligerence, excessive debt, and rising inflation, growth stocks are repeatedly making a run toward higher valuations. "Asset inflation" is the buzzword. It actually reached a short-term peak in early June with the IPO of Elon Musk's marvel, "SpaceX." Since then, the market has been moving sideways, and occasionally downward, amid high volatility. While chip stocks celebrated an explosive summer rally, software stocks like SAP, TeamViewer, and ServiceNow took a steep nosedive. Are there already serious hopes for a rebound here? Even gold, which had been performing exceptionally well, reaching a new all-time high of over USD 5,400 in January, came under pressure. DRC Gold, an advanced explorer on Africa's east coast, is reporting good progress and is weathering the correction in the precious metals sector well, as evidenced by its share price performance. It is hard to imagine where the market might go if investors jump back on the gold bandwagon!
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Commented by Nico Popp on July 15th, 2026 | 08:30 CEST
Built on Sand? Barrick Mining Under Pressure, Rio Tinto Facing Headwinds, and North Arrow Minerals in a Strong Position
The demand for strategic metals, the challenging geopolitical environment, and new exploration methods—these factors are prompting established corporations and smaller exploration companies to adapt their business models in the face of these multifaceted challenges. While the major producers are streamlining their portfolios, which have grown over the years and are sometimes complex, smaller companies are demonstrating agility by divesting marginal projects and focusing on promising deposits in politically stable regions. We examine these developments and highlight exciting companies.
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Commented by Tarik Dede on July 14th, 2026 | 07:05 CEST
Gold Stocks: Opportunities with B2Gold, Desert Gold, and Newmont
The price of gold has corrected significantly from its high and is trading just above the USD 4,000 mark. Despite this, the major gold miners continue to make good money. Across industry, production costs for most companies are below USD 2,000. In some cases, such as with very high-grade deposits or favourable production conditions, as in Africa, they are even well below USD 1,500 per ounce. For investors, the current situation presents opportunities in gold stocks following the significant correction. We are therefore taking a closer look at the stocks of B2Gold, Desert Gold, and Newmont.
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Commented by Stefan Feulner on July 13th, 2026 | 07:20 CEST
First Majestic Silver, Desert Gold, Strategy: Correction Creates Historic Entry Opportunities
Gold, silver, and Bitcoin are currently under pressure. In the past, such correction phases have often laid the groundwork for the next upward trend. While profit-taking and a more cautious monetary policy are weighing on prices in the short term, the long-term drivers remain intact. Record debt levels, geopolitical tensions, strong demand for gold from central banks, growing industrial demand for silver driven by the energy transition and AI, and the increasing institutional acceptance of Bitcoin continue to point toward rising prices. This could open up attractive entry opportunities for select companies in these future-oriented markets.
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