Commodities
Commented by André Will-Laudien on August 25th, 2025 | 07:00 CEST
100% with NATO contracts from the air! Airbus, Globex Mining, Boeing, and Lufthansa
The craziness continues! NATO member states have agreed on new planning targets for armaments and capabilities and, according to Secretary General Mark Rutte, have increased the requirements for air and missile defense by about 30%. Rutte stated: "We need more resources, troops, and capabilities to be prepared for any threat." German Chancellor Friedrich Merz emphasised that Germany would provide all the necessary resources to expand the Bundeswehr into the strongest conventional army in Europe. According to experts, large-scale defense projects, particularly in the aerospace sector, will require enormous investments and far-reaching acquisitions. Across Europe, around EUR 300 billion is expected to be invested in air forces by 2030. Investors should now set the course to benefit from the flood of orders in the aerospace sector.
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Commented by Fabian Lorenz on August 21st, 2025 | 07:00 CEST
Up to 300% with raw materials and defense! Standard Lithium, DroneShield, and zinc play Pasinex!
DroneShield's stock has plummeted by around 20% in recent days. However, with a performance of over 300% in 2025, the Australian company remains one of the top performers. The drone defense specialist recently reported on its performance in Q2. Revenue is at record levels, and the order book is full. Will that be enough? Pasinex Resources remains in rally mode. The chances of a continuation are high, as important milestones are coming up and the stock remains favorable. Standard Lithium has celebrated a comeback in recent months, recovering from its brutal crash at the turn of the year. What is next?
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Commented by Nico Popp on August 19th, 2025 | 07:00 CEST
Ethiopia – The underestimated growth hotspot: WeBuild, Heineken, AJN Resources
Prejudices serve a purpose in the human psyche: they simplify things and help us process information more efficiently. But every now and then, we should take a critical look at our prejudices - especially when it comes to investing in Africa. Experts on the continent have always pointed out that each economy must be viewed on its own merits. Some countries have been making steady progress for years, and only the most astute investors are taking advantage of this. We take a look at Ethiopia and show that instead of suffering and misery, the country is increasingly offering stability and prosperity. It is no coincidence that major corporations like WeBuild, Heineken, and young innovators like AJN Resources are investing in this East African country.
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Commented by André Will-Laudien on August 12th, 2025 | 07:25 CEST
Crash in the defense sector? Geopolitical conflicts drive up metal prices! Rheinmetall, Sranan Gold, Hensoldt, and RENK
Strategic metals are a decisive factor in the economic strength and military power of entire nations. International hotspots like the Middle East, Ukraine and, most recently, Africa are exacerbating shortages, as long-established trade routes can collapse abruptly. The high concentration of production in a few countries increases the vulnerability of supply chains to political intervention. Export bans, sanctions or targeted supply restrictions by China or Russia can quickly lead to critical supply shortages. In this environment, precious metals like gold, which is currently trading at historic price levels, are becoming even more important for investors, not least against the backdrop of record-high government debt worldwide. Those who act flexibly can benefit from this commodity dynamic. The long-running favorites of recent months in the defense sector now appear to be consolidating. Where to put the money?
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Commented by Stefan Feulner on August 12th, 2025 | 07:00 CEST
Canopy Growth, Silver North Resources, Vonovia – Clear signals
Market volatility continues to rise, yet the US stock markets are still managing to defend their record highs. The price of silver made a comeback last week, closing above the USD 38 mark after several weeks of sideways movement. The ongoing uncertainty in both geopolitical and fiscal policy could help propel the precious metal to reach new highs, which should benefit both producers and exploration companies alike.
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Commented by Armin Schulz on August 6th, 2025 | 07:05 CEST
Interest rate poker and commodity chess: Deutsche Bank, Globex Mining, and Rio Tinto in focus
Geopolitical tensions are the new market standard, not the exception. Trade conflicts are escalating globally, tariffs are becoming a chess game over commodities and influence, and military shifts are destabilizing supply chains. At the same time, central banks are hesitating to cut interest rates despite lower inflation, keeping the pressure high. In this turbulent environment, an understanding of macroeconomic forces determines profit or loss. Those who read the signs will find opportunities. Which of these three players—Deutsche Bank, Globex Mining, and Rio Tinto—offers potential?
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Commented by André Will-Laudien on August 5th, 2025 | 07:10 CEST
Palantir, Rheinmetall, RENK, and Dryden Gold: Winners in the crossfire of trade war and NATO agenda
Tariffs, defense, and infrastructure! No wonder there is a considerable gap of around EUR 172 billion in the German federal budget between 2027 and 2029. Although the federal government is attempting to counter this with spending cuts, tax increases will ultimately be necessary, as migration and climate costs are also taking their toll. Those in government who now have to juggle everything at once are in for a rough ride! Government revenues are expected to continue to decline due to the sluggish economy and high inflation, meaning the government will face higher refinancing costs due to rising interest rates. For investors, this means that the price of gold is likely to increase further, making selective investments in precious metals a sensible move. We will briefly analyze whether there is still room for growth in the well-performing defense and military stocks.
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Commented by Fabian Lorenz on July 31st, 2025 | 07:20 CEST
BYD facing problems! 300% stock Steyr Motors delivers! Green light for Sranan Gold!
Steyr Motors appears to be delivering what shareholders were hoping for. Following the rapid rise in its share price this year, the Austrian company has now reported new orders. This could enable the Company to grow into its ambitious valuation. Gold explorer Sranan Gold is still attractively valued. The important drilling program will start soon. Is this also the starting signal for a rally in the share price? There is currently no talk of a rally at BYD. The Chinese company is facing challenges both in its domestic market and in Europe. In Europe, sales figures are falling short of expectations. Can new personnel and a revamped sales strategy bring about a turnaround?
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Commented by Nico Popp on July 31st, 2025 | 07:00 CEST
Who benefits from the customs agreement? Volkswagen, BASF, and Globex Mining
Is the customs agreement between the US and the EU a warning shot, as German Economics Minister Katherina Reiche says, or will the tariffs strike German industry at its core? The public debate about the customs deal, which includes 15% tariffs on EU goods, is in full swing. We examine the risks using the example of industrial giants Volkswagen and BASF and show that the agreement also has clear winners – Globex Mining's business model is ideally suited to the uncertain situation and could soon bring investors substantial returns.
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Commented by Armin Schulz on July 30th, 2025 | 07:20 CEST
Barrick Mining, Desert Gold, Newmont: Triple gold turbo for your portfolio
Gold is experiencing an unprecedented triumph in 2025. As a crisis-resistant store of value, the precious metal is outshining turbulent markets and setting new records. Driven by geopolitical tensions, interest rate cuts, and a weak dollar, demand from central banks and private investors is rising exponentially. Analysts are predicting a "golden decade" with further upside potential – not a short-lived flash in the pan, but a sustained rally. Investors looking to capitalize on this momentum would do well to focus on key players like Barrick Mining, Desert Gold, and Newmont.
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