Commodities
Commented by Nico Popp on May 7th, 2026 | 08:35 CEST
Is this where the all-in-one worry-free mine is taking shape? What the industry needs now, who benefits – Power Metallic Mines, BMW, Lundin Mining
Investing in the early stages of mineral exploration is a risky endeavour—especially when betting on low-grade deposits in politically unstable regions. Savvy investors avoid these unpredictable risks and instead focus on strategically high-grade deposits in first-class jurisdictions like Canada. When a project can simultaneously demonstrate significant grades of copper, platinum group metals (PGMs), and nickel, this is of existential importance to the industry, especially today. In the wake of the global energy transition and the rapid rise of new key technologies, the search for reliable supply chains has gained momentum. While demand for battery metals and other industrial raw materials is skyrocketing, traditional mining regions are under increasing pressure from geopolitical conflicts. In this market environment, the wheat is being separated from the chaff: Only those who can combine first-class geology with absolute geopolitical security will prevail in the coming commodities supercycle. We present three exciting companies.
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Commented by Carsten Mainitz on May 7th, 2026 | 08:30 CEST
Lahontan Gold: Those who hesitate will miss out on this stock rocket
Investors seeking a compelling, lucrative investment story in the gold sector may have found it in Lahontan Gold. An excellent team with a keen sense of geology and timing, ample financial resources, top-notch drilling data and assets, and a clear plan for when investors can expect the next value-enhancing milestones speaks for itself. As early as next month, an updated resource estimate could lay the groundwork for a revaluation. A new economic feasibility study is expected in September, which should underscore the company's undervaluation. With production scheduled to begin in late 2027 and the prospect of a US listing, additional catalysts are emerging. Against the backdrop of high gold prices and a resource potential of 3 million ounces of gold, the company could also increasingly come into focus as an acquisition target for larger producers.
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Commented by Armin Schulz on May 7th, 2026 | 08:20 CEST
Setbacks in the gold sector: Barrick Mining, Kobo Resources, and Newmont now offer a second chance to get in
The 2026 gold rally knows no bounds. The current gold price stands at around USD 4,700 per ounce, driven by Middle East conflicts, the Fed's interest rate stabilization, and an unprecedented buying spree by central banks. Any correction is immediately absorbed. Inflation fears and the collapse of the US Dollar system are driving long-term bulls. While ETF investors are following suit and Asian households are chasing records, one question remains: Which mining operators can turn this frenzy into profits? Amid the tension between geopolitical escalation and structural demand, Barrick Mining, Kobo Resources, and Newmont are coming into focus, each with its own roadmap for the next price surge.
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Commented by Nico Popp on May 6th, 2026 | 07:30 CEST
Comeback of the Giants: Why Nevada's Forgotten Mines Offer the Best Leverage – Lahontan Gold, Newmont, i-80 Gold
Several factors are currently converging in the precious metals market: geopolitical instability, a shift in monetary policy, and the resurgence of real assets. This is creating strong tailwinds. As the gold price pushes into the USD 4,500-per-ounce range, industry players are increasingly focusing on regions that offer not only geological quality but, above all, legal certainty and planning reliability. In this context, the US state of Nevada has once again established itself as a global hotspot for gold production. However, when drilling on greenfield sites without historical data, investments in precious metal projects often resemble a gamble. Savvy investors tend to avoid early-stage risk and instead focus on brownfield projects—that is, formerly producing mines with existing infrastructure and well-defined ore bodies. We take a closer look at the situation in Nevada and present some compelling stocks.
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Commented by André Will-Laudien on May 6th, 2026 | 07:20 CEST
IPOs, takeovers, and production! A 500% gain is on the table: Barrick Mining, Desert Gold, Deutsche Bank, and Commerzbank!
Amid geopolitical tensions in the Middle East and jittery capital markets, gold is once again shining as a safe haven, attracting investor capital. At the same time, a wave of consolidation is brewing in the highly fragmented European banking sector, with merger speculation surrounding heavyweights like Deutsche Bank and Commerzbank adding extra momentum. Meanwhile, Barrick Mining is injecting fresh momentum into the commodities sector with its North American IPO plans, opening the door to new capital inflows. Things are getting even more exciting at Canada's Desert Gold, where the transition to production could herald the next valuation jump. The parallel nature of these developments creates a rare tension between defensive hedging and aggressive growth potential. Those who think strategically now recognize that the most lucrative entry points often emerge amid global crises.
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Commented by Fabian Lorenz on May 5th, 2026 | 07:40 CEST
Evotec's Share Price Surges! Summer Rally for Desert Gold? Rheinmetall Shares Heading Toward EUR 2,000?
Evotec's share price has skyrocketed. Following positive news from a drug discovery partnership, the stock temporarily climbed by over 9%. This continues the upward trend of recent weeks. Is there perhaps even more to come? An interesting candidate for a summer rally is Desert Gold. The company plans to begin gold production for the first time next month. Additionally, the resource is set to be expanded through a drilling program. Analysts see potential for a tenfold increase. Analysts are also optimistic about Rheinmetall. They even see the defence stock rising back above EUR 2,000. However, the sector currently lacks momentum. Most recently, the DAX-listed company reported on a milestone.
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Commented by Stefan Feulner on May 5th, 2026 | 07:15 CEST
Newmont, Globex Mining, Main Street Capital – Returns in Uncertain Times
The rally in the stock markets is impressive, but risks are mounting in the background. Despite the Nasdaq 100's record run, energy prices remain high, supply chains remain fragile, and inflationary risks are very real. In this environment, crisis preparedness is coming into focus. Monthly dividend payers offer predictable cash flows and stability, while gold and commodity stocks are gaining importance as a hedge against rising prices and supply bottlenecks. Those who reallocate their portfolios wisely now can combine current income with strategic protection against potential market setbacks.
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Commented by André Will-Laudien on May 5th, 2026 | 07:00 CEST
SpaceX is still a long way off, but gold is within reach: Lahontan Gold Advances Toward Production in Nevada
Geopolitics is about as predictable as the weather in April: one moment, bright sunshine; the next, another storm in the Middle East. It is good when your portfolio is not left out in the rain, but is instead successfully mining in Nevada. Lahontan Gold is living proof that, even as a neighbour in the big leagues, you can shine as an agile developer. After all, the Santa Fe project scores with what is currently worth its weight in gold on the stock market: good management, planning certainty, and a dose of operational grit. For months, the stock chart has shown an almost indecent strength: a record-breaking 2,000% performance that remains unfazed by geopolitical headlines. Elon's SpaceX would have to try hard to match that! So, for those who want to invest not in utopian visions but in tangible development stories, here is a solid gold anchor with plenty of potential for the next valuation jump.
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Commented by Mario Hose on May 4th, 2026 | 07:00 CEST
Gold as a Safe Haven, Meme Momentum, and Frontier Exploration: What is Driving Barrick Mining, GameStop, and DRC Gold?
In times of economic turmoil and geopolitical uncertainty, investors are increasingly seeking stability while also looking for the next major growth catalyst. While the gold price serves as a proven hedge and industry giants like Barrick Mining aim to unlock new value through major restructuring, persistent speculation about a strategic realignment at GameStop is causing a stir—including rumours of a takeover by eBay. Away from the major headlines, DRC Gold is emerging as a junior explorer that is generating impressive momentum through strategic acquisitions in the heart of Africa. It is not just about numbers; it is about market share, new discoveries, and the question of which stock will be the next to hit a new all-time high. Join us for an analysis of three stocks that, while different, collectively shape part of the current market landscape.
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Commented by Mario Hose on May 1st, 2026 | 07:30 CEST
Gold, Platinum, Silver, and Copper! A Commodity Rally Is on the Horizon: Why Barrick, Newmont, and Power Metallic Mines Belong in Every Portfolio
The world of commodities is in flux and promises a new era of growth for 2026, and perhaps even the next five years, a sort of commodity supercycle. Deutsche Bank expects gold prices to reach USD 8,000. As inflation remains stubbornly high and geopolitical tensions escalate, investors are increasingly seeking refuge in tangible assets, which is massively boosting the prices of the major players. In this dynamic landscape, Barrick Mining and Newmont are standing firm as rocks in the storm, while companies like Power Metallic Mines are turning heads with spectacular discoveries. But how much potential is truly hidden in the current share prices of these mining operators? From Deutsche Bank's bold gold price forecasts to record-breaking copper grades in the Canadian forests, we analyze the current market situation. This report sheds light on the strategic moves of the market leaders and shows why now might be a particularly opportune time to invest in a promising Canadian newcomer. Dive into a world of gold, copper, and platinum group metals, where the cards are being completely reshuffled.
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