Commodities
Commented by Jens Castner on July 17th, 2026 | 07:20 CEST
Chips, Gold, and Dividends: ASML, Lahontan, and Allianz as a Safe Haven Amid Market Turmoil
There are times on the stock market when the hottest stock with the most spectacular story is not the best choice. When market uncertainty rises, investors are well advised to bet on stocks that remain unfazed by geopolitical news. At first glance, ASML, Lahontan Gold, and Allianz have nothing in common: a Dutch manufacturer of highly complex specialty machinery for the chip industry, a Canadian gold explorer, and a Munich-based insurance group. And yet, the three have something in common: they provide solid reasons why their share prices can remain largely immune to the general ups and downs of the markets—whether thanks to genuine underlying demand, robust operational progress, or shareholder-friendly dividend policies.
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Commented by Matthias Schomber on July 17th, 2026 | 07:15 CEST
Crash Risk or Buying Opportunity? SpaceX Slides, BMW Eyes a Rebound, and Desert Gold Shines on the Charts
The situation in the Middle East has continued to escalate, with attacks around the Strait of Hormuz driving up oil prices. Brent crude has recently climbed to around USD 85 per barrel, adding another layer of uncertainty to global financial markets. For investors searching for opportunities in the current environment, it is important to look beyond individual stocks and keep a close eye on geopolitical developments. In this article, we examine three companies from very different sectors and highlight where potential opportunities may be emerging. First, we look at BMW, whose shares are currently trading at what many consider an attractive valuation and may be positioned for a rebound. We also examine SpaceX, whose stock has entered what many investors would describe as crash territory, with the share price falling below its IPO level. Finally, we turn to Desert Gold Ventures, a small West African gold explorer that has continued to make steady operational progress largely independent of broader market turbulence—and largely without attracting much attention. Could this overlooked company represent a significant opportunity for investors?
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Commented by Tarik Dede on July 17th, 2026 | 07:05 CEST
Gold, Tungsten, and Silver: Upside Potential in First Majestic Silver, Almonty Industries, and Agnico Eagle
The war in the Gulf and the strong US dollar continue to cause volatility in the commodities market. While copper has managed to decouple from these trends due to tight supply in global markets, the situation is different for gold and silver prices. However, stabilization may now be on the horizon. The specialty metal tungsten, on the other hand, tracks copper and is showing stability at high price levels. This presents opportunities for investors to build long-term positions in the market. We are therefore looking at the stocks of First Majestic Silver, Almonty Industries, and Agnico Eagle.
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Commented by Nico Popp on July 16th, 2026 | 07:15 CEST
Everyone Has to Pay—Why Investors Could Profit: The Toll Secret of InterDigital and AbbVie, Plus Globex Mining's Portfolio of 272 Resource Projects
The global economy is like a jungle, with toll booths waiting at every turn—anyone who wants to pass has to pay. A recent example is the rebranding of Siemens Energy to Omterra: even after being spun off from the Siemens Group, the company still has to pay for the right to use its former parent company's name. This toll-booth business model exists across many industries. Companies that own assets, technologies, or rights that others need can generate highly profitable, recurring revenue streams. We take a closer look at three compelling business models and highlight investment opportunities that could prove especially rewarding during periods of economic and technological transformation.
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Commented by Fabian Lorenz on July 16th, 2026 | 07:10 CEST
Evotec Shocks the Market! Will First Majestic Silver and Lahontan Gold Take Off?
Biotech stocks have not exactly been investor favourites this year. And now Evotec has delivered yet another shock. It was already known that the company was undergoing a comprehensive restructuring. Nevertheless, it had recently seemed as though the share price was finding a bottom in the EUR 4-5 range. But then came the shock. The significant downward revision of its forecast and the expected high EBITDA loss caused the share price to plummet. In contrast, Lahontan Gold is shining with relative strength. While it cannot escape the negative sentiment in the gold sector, the odds are good that the share price will take off again soon. After all, the company is on the verge of transitioning from an explorer to a producer. And what about First Majestic Silver? This core investment in the silver sector recently reported its second-quarter production figures.
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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 Nico Popp on July 15th, 2026 | 08:20 CEST
Gold Giants Reposition: Newmont Raises Its Dividend, Orla Mining Merges, and Lahontan Gold Gets Ready for the Next Stage
The gold market has been quite volatile in recent months. Companies in the sector are benefiting from the uncertain landscape on the one hand, but are also struggling with operational challenges on the other. After hitting an all-time high of over USD 5,600 per ounce at the start of the year, the precious metal corrected significantly and is currently trading at around USD 4,000–4,150, after oil price spikes linked to the Middle East and interest rate concerns had temporarily pushed the price below USD 4,000. Central banks around the world are taking decisive action to support gold, with projected net purchases of up to 850 metric tons for the full year. Yet while producers' profit margins in the first quarter were impressive, averaging 35%, the industry's proven reserves continue to shrink. Because new greenfield discoveries are few and far between, established mining districts in politically stable regions such as the US state of Nevada or Canada are taking center stage. We shed light on this trend and highlight exciting companies.
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Commented by André Will-Laudien on July 14th, 2026 | 07:30 CEST
Target: USD 6,000 - Investment Banks Are Betting on Gold! Lahontan Gold Is on the Verge of a Decisive Turning Point in Nevada
Nothing is as difficult as predicting the price of gold. There are too many factors influencing the precious metal, and a handful of reasons why it belongs in every investment portfolio. Today, gold is shifting from its traditional role as a diversification tool to becoming the central currency of a new era marked by geopolitical conflicts, tensions in the monetary system, and rampant speculation. When asked, the bullish divisions of investment banks say, "USD 6,000 per ounce is not the end—it is just the starting point." For once, Deutsche Bank, Société Générale, and JPMorgan are all on the same page, forecasting prices of USD 6,000 to USD 6,300 per ounce by the end of 2026. This is a clear signal, as the rally has once again rebounded significantly from the recent high of around USD 5,400 following the sideways consolidation since January. Furthermore, US fiscal policy continues to put pressure on the dollar, and geopolitical risks are increasingly seen as anything but "temporary." In the second tier are Goldman Sachs, Morgan Stanley, and Citi, with forecasts of USD 5,400 to USD 5,700 per ounce. From today's perspective, that is still 30-40% higher. Producers, asset managers, and retail investors are gradually adjusting to a new price level, convinced of the potential for active returns. Gold is therefore not just a commodity, but a geopolitical store of liquidity and confidence. What is next?
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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 Carsten Mainitz on July 13th, 2026 | 08:00 CEST
Why Lahontan Gold Deserves Attention Now: Multiple Catalysts Meet Significant Undervaluation
The price of gold remains at a historically high level, at around USD 4,100 per ounce. When high and rising gold prices meet promising projects, the stock market can quickly get exciting. Lahontan Gold finds itself in just such a phase. The Canadian company is working on the redevelopment of the historic Santa Fe gold mine in the US state of Nevada. Production is expected to begin by the end of 2027. Along the way, the company has already outlined several milestones, two of which are expected within the next few weeks. Even today, the project's value, which could rise significantly soon, exceeds its current market capitalization. This presents opportunities for investors.
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