Commodities
Commented by Nico Popp on September 18th, 2026 | 08:20 CEST
Cash Is King: How Barrick and PDI Gold Are Turning Mali into a Cash Cow – Desert Gold Set to Become a Gold Producer
In the past, West Africa was often seen as a region of missed opportunities and geopolitical uncertainties. But a closer look at Mali today shows a different picture. The Republic is focusing on legal certainty and cooperation, presenting itself as a robust and open destination for international investors. Evidence of this can be seen in the investments made by major mining conglomerates. While industry giants such as Barrick are investing in Mali, dynamic challenger Desert Gold is also coming into focus. Desert Gold is poised to become a gold producer. Here is why the company is entering a pivotal phase.
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Commented by Stefan Feulner on September 18th, 2026 | 08:05 CEST
Glencore, Kobo Resources, Elmet Group: Gold Discovery and Billion-Dollar Deal
The race for raw materials is intensifying. The US is investing directly in strategic metals, Western companies are seeking new sources of supply, and resource-rich countries increasingly want to process their own mineral wealth rather than simply export ore. As a result, Africa is moving further into the spotlight. The continent holds vast mineral resources, but has so far participated only to a limited extent in downstream value creation. That is now beginning to change.
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Commented by Stefan Bode on September 18th, 2026 | 07:55 CEST
Rising Pressure, Avoiding Bankruptcy and a Turning Point—BayWa, Goldman Sachs, JPMorgan Chase, Lahontan Gold, Realty Income
Rising global central bank interest rates, operational progress, and tough restructuring efforts are currently reshaping the outlook for companies and entire industries. It is precisely during such phases that the stock market distinguishes between genuine value with opportunity and mere hope accompanied by excessive risk. The following commentary shows how monetary policy pressures, strategic shifts, and the need for balance-sheet restructuring are reshaping the valuations of individual stocks. Investors who want to understand where further strain is looming and where revaluations are becoming possible should read on.
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Commented by Nico Popp on September 17th, 2026 | 07:30 CEST
AI Bubble Ahead? SAP Is Worried, SpaceX Is Betting on the Future, and Lahontan Gold Is Banking on Hard Assets in the Ground
In the herd mentality of financial markets, what really matters often gets overlooked. For months, headlines about artificial intelligence, data centres in space and other visions of the future have been driving share prices. Yet while investors are pouring billions into these trending sectors, the upside potential is shrinking with every positive trading day—the premature hype is already too great. Those looking for substance are turning to hard assets: undeveloped precious-metal deposits in stable legal jurisdictions can offer leverage that the broader market has largely overlooked. We take a closer look.
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Commented by Armin Schulz on September 17th, 2026 | 07:25 CEST
Barrick Mining, DRC Gold and B2Gold: Three Gold Plays That Could Benefit Investors from the Next Price Surge
Gold has long been more than just a hedge against crisis. Central banks keep buying, while new mines take years to start producing. This imbalance plays into the hands of the gold price. But what is the best way to profit from it? Those who hold physical gold participate directly in price movements. Mining stocks can see significantly greater price swings depending on their stage of development. Whether large-scale ongoing production, new resources, or expandable output is the better path depends on the individual company. We therefore examine how this leverage differs among Barrick Mining, DRC Gold and B2Gold.
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Commented by Fabian Lorenz on September 17th, 2026 | 07:15 CEST
Gold at USD 10,000? Desert Gold Poised for Gold Production, Takeover Speculation and Multi-Bagger Potential
Is this gold stock about to take off? The gold price currently seems unable to decide which direction to take. On the one hand, interest-rate concerns loom; on the other, steadily rising government debt worldwide points to further price gains. Experts, in any case, remain bullish. State Street and Saxo Bank even consider a gold price of USD 10,000 per troy ounce possible in the coming years. Regardless, there are good reasons why Desert Gold stock could break out of its sideways trend to the upside in the coming weeks. The company is targeting the start of gold production in the fourth quarter. Production costs are estimated at USD 1,100 per ounce. This could fuel takeover speculation. Analysts see multi-bagger potential in the stock.
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Commented by Matthias Schomber on September 17th, 2026 | 07:10 CEST
Plug Power in Freefall, TeamViewer Riding the AI Wave, Zefiro Methane Poised for Take-Off
Created and Published on Behalf of Zefiro Methane Corp.
We take a look at the increasingly dramatic situation in the hydrogen sector and examine whether the downturn at Plug Power, once a market favourite, will soon come to an end. Next, we analyse TeamViewer, a well-known German software stock that is restructuring its debt and aiming high from a technical perspective. Finally, we turn our attention to Zefiro Methane, a hidden gem from North America that is defusing an ecological time bomb - methane seeps from abandoned wells - with the help of multimillion-dollar government contracts. Read on to find out which of these stocks could be worth getting a foot in the door.
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Commented by Armin Schulz on September 16th, 2026 | 07:15 CEST
Central Banks Buy Record Amounts: Newmont, Lahontan Gold and Agnico Eagle Could Be the Biggest Winners
Gold hit an all-time high of USD 5,589 in January 2026 before taking a breather. Currently, the metal is holding steady above USD 4,000. Central banks have been a major driver of this trend recently. In the second quarter, they made net purchases of 289 metric tons of gold, up 62% from the previous year, with Poland alone buying 51 metric tons. On September 15, the Fed will decide on interest rates, while money has also been flowing back into gold ETFs since the end of July. We are therefore taking a look at three companies – Newmont, Lahontan Gold and Agnico Eagle – that cover the full spectrum of the gold industry, from a heavyweight through a developer on the path to becoming a producer to an established gold miner.
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Commented by Jens Castner on September 15th, 2026 | 08:00 CEST
Chronically Undervalued: When Will the Knot Finally Break for Mountain Alliance, Lahontan Gold and Mercedes-Benz?
Some companies are brimming with substance – and yet their share prices barely move. Three current examples illustrate different forms of this phenomenon. Mountain Alliance is an investment company whose portfolio is worth significantly more than its share price suggests; Lahontan Gold is an explorer whose freely accessible precious-metal resources far exceed its market capitalization; and Mercedes-Benz is a classic that investors are currently shying away from due to political and economic concerns. Undervaluation is rarely a coincidence; rather, it has tangible causes. But there are equally tangible arguments for a re-rating.
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Commented by Stefan Feulner on September 14th, 2026 | 08:25 CEST
Eldorado Gold, Globex Mining, USA Rare Earth – The West's Independence Is Growing
Gold is in a long-term uptrend; copper is becoming increasingly important as power grids, data centres, and AI infrastructure expand; and the West is trying to reduce its dependence on China for rare earths. At the same time, supply security and geopolitical risks are coming into sharper focus. This is fundamentally changing how mineral deposits are valued. What matters most is no longer just what is being mined today, but who has access to large resources, who can develop new deposits, and who can control the supply chains that will become indispensable for future energy, digitalization, and industry.
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