Commodities
Commented by Fabian Lorenz on January 23rd, 2026 | 07:00 CET
World class! Over 80% upside potential! RENK, TKMS, and Power Metallic Mines in focus
Once again, world-class results from Power Metallic Mines. The NISK multi-metal deposit in Canada is delivering exceptional data for gold, silver, copper, palladium, and platinum. Analysts are enthusiastic and recommend the stock as a "Buy" with upside potential of more than 80%. Analysts have never seen such grades before, especially for copper. Like commodities, defense companies are also beneficiaries of geopolitical uncertainty. Most recently, US President Donald Trump's speech at the World Economic Forum in Davos confirmed that old alliances are no longer reliable and that billions must be invested in commodity security and self-defense. RENK and TKMS stand to benefit from this. The shipbuilding group is currently riding a wave of success.
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Commented by André Will-Laudien on January 22nd, 2026 | 07:10 CET
NATO under pressure – Is silver the new gold? Dream returns with Silver North, fresh momentum for Rheinmetall and TKMS
Geopolitical upheavals are exposing deep rifts of trust between the superpowers. The US approach toward Greenland is reminiscent of long-outdated colonial practices and has alienated the political actors involved. As a result of this blunt conduct on the international stage, trust in political institutions is eroding, and long-standing alliance structures are beginning to fall apart. The wobbling of the transatlantic alliance, NATO, marks a new level of tension and escalation. What this means for the capital markets in the short term remains unclear. However, what is already evident is the almost daily appreciation of gold and silver, along with another surge in valuations of defense stocks. A scenario of rising interest rates is also looming on the horizon. None of this is good news, and investors would be well advised to examine their portfolio structures for weaknesses. Here are a few ideas.
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Commented by Carsten Mainitz on January 21st, 2026 | 08:20 CET
These specialists continue to generate significant profits: Globex Mining, Barrick Mining, and Mutares!
Gold is approaching the USD 5,000 mark, while silver is trading at almost USD 100 per ounce. Given these bullish prices, precious metal producers such as Barrick are enjoying substantial profits. Business is also going well for specialized investment companies such as Mutares. The Munich-based company recently announced the largest purchase in its history. However, the transformative nature of this move has not yet been priced into the share price. Globex Mining offers an exciting mix of commodities and investment vehicles with a broadly diversified portfolio of 269 commodity assets. The stock holds significant revaluation potential.
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Commented by Carsten Mainitz on January 20th, 2026 | 07:25 CET
Never change a winning team! This triumphant trio belongs in every portfolio: Almonty Industries, TKMS, and Rheinmetall
In the current year, the old favorites remain the new favorites: defense and commodities. Geopolitical tensions and rising defense budgets, as well as demand for critical commodities, are shaping the big picture. Reflecting these conditions, defense stocks and shares in raw materials producers should continue to rise. Almonty Industries stands out in particular. Rising tungsten prices provide significant leverage for Almonty Industries, currently the largest tungsten producer outside China. When will the next price surge come?
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Commented by Armin Schulz on January 20th, 2026 | 07:10 CET
The new formula – How Silver Viper is opening an exciting new chapter with strategic partners and an operational focus
In the high-risk world of commodity exploration, it is rare to find a path that maximizes opportunities and intelligently diversifies risk. This is precisely the path that Silver Viper Minerals is pursuing. Instead of focusing on a single project, the Company is developing three promising assets in parallel in Mexico's best mining regions. The key to this transformation is a strategic partnership with industry giant Fresnillo, a massive drilling program at the flagship La Virginia project, and a newly secured capital base.
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Commented by Fabian Lorenz on January 16th, 2026 | 07:05 CET
First Majestic reports, but the stock fails to benefit! Bayer continues to rise! Silver Viper takes off!
The upward trend in silver remains fully intact, and clear triple-digit price targets are circulating through the market. Yesterday, core holding First Majestic Silver reported on the fourth quarter and full year 2025. However, the stock failed to benefit from the news. Investors may find better opportunities in 2026 with Silver Viper shares. The silver explorer is undergoing a transformation and now holds three projects in Mexico. The most recent capital increase was met with strong demand, and drilling programs and results are expected in the current year. Looking at the share price chart of Bayer, one might think that the Leverkusen-based company had struck silver. The share price rose sharply in the first few days of the new year. However, analysts believe the upside potential has largely been exhausted.
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Commented by André Will-Laudien on January 15th, 2026 | 07:20 CET
Silver, gold, copper, and uranium - The stuff dreams are made of! Nel ASA, American Atomics, and Siemens Energy in focus
Commodities are off to a strong start again this year. As they are irreplaceable raw materials for industry, energy distribution, and e-mobility, high prices are also accelerating inflation in Western jurisdictions. With the exception of gold, critical metals have been trading at "safety premiums" for several months. This is a result of fragile supply chains, geopolitical constraints, and increasing supply uncertainty. Solar module manufacturers in China are now said to be hoarding silver because speculators are virtually buying up the procurement markets for physical goods. Silver has gained around 200% in the past 12 months, with physical demand now exceeding annual production. According to experts, this trend is far from over. Are portfolio rebalancing measures necessary?
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Commented by Nico Popp on January 15th, 2026 | 07:00 CET
The USD 88 shock: Are UBS and Citigroup forcing the silver market to its knees, or are we witnessing the ultimate short squeeze? Opportunities at Silver North Resources
The year is still young, and a drama is unfolding on the precious metals markets that could go down in history. The price of silver has shattered historical resistance levels and is trading above the USD 88 per ounce mark. What was long dismissed as the wild fantasy of "gold bugs" is now a harsh reality: a sudden decoupling of physical scarcity from paper-based pricing mechanisms. As the spot market explodes, all eyes are on the big players in the financial world. Rumors are growing louder that major banks such as UBS and Citigroup may have gotten themselves into dangerous trouble through massive short positions. In this toxic environment of mistrust and panic, investors are seeking refuge in unencumbered assets - and finding it in junior explorers such as Silver North Resources, which owns exactly what the banks are said to have shorted: physical silver in the ground, high-grade and safely located in Canada.
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Commented by Carsten Mainitz on January 14th, 2026 | 07:30 CET
Silver boom with no end in sight! Strong price drivers for Silver Viper, First Majestic Silver, and Pan American Silver!
Silver has been underestimated for a long time, but that changed abruptly last year. The silver boom has been gaining momentum, especially in recent weeks. Currently, a troy ounce costs around USD 85. Like no other commodity, this precious metal combines two worlds – monetary security and a key industrial component. Analysts are increasingly raising their price targets, even beyond the USD 100 mark. The silver market is tight and sensitive to changing conditions. Past price developments reflect rising demand, supply bottlenecks, and a short squeeze. For silver producers and future miners of the precious metal, these are ideal conditions that should cause share prices to rise further.
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Commented by Carsten Mainitz on January 14th, 2026 | 07:10 CET
With these data-driven and scalable business models, investors are on the winning side: Aspermont, Palantir, and SAP!
Data is a fundamental part of the economy and our everyday lives. Companies that not only collect data but can also systematically refine, monetize, and scale it are creating business models with enormous leverage. Palantir transforms fragmented information into decision-relevant intelligence for corporations and governments. SAP's software maps corporate data in real time and makes it usable. The often overlooked specialist Aspermont transforms data in the commodities sector into high-margin digital subscription models. All three companies are united by a scalable platform mindset. Where are the biggest opportunities?
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