Commodities
Commented by Stefan Feulner on May 25th, 2026 | 08:30 CEST
Lahontan Gold – Gold Rally Puts This Explorer in a Strong Position
The gold price is consolidating following its historic rally, but an increasing number of experts see it as merely a breather before the next rise. Central banks worldwide are buying more gold than they have in years, geopolitical tensions are rising, and confidence in the US dollar is slowly eroding. Goldman Sachs believes a gold price of USD 5,400 per ounce is possible by the end of 2026. Developers like Lahontan Gold, which have significant exposure to rising precious metal prices, could benefit particularly from this. The company is working at full speed to revive its historic Santa Fe Mine in Nevada. It has recently made a series of operational advances that could create the potential for a significant revaluation.
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Commented by Nico Popp on May 25th, 2026 | 08:25 CEST
M&A Fever in West Africa: Dwindling Reserves Drive Perseus Mining and Barrick Mining – Kobo Resources Gains Momentum
Despite short-term corrections, the gold price remains elevated, leading to consolidation in the West African Gold Belt. Major mining companies are under pressure due to dwindling raw material reserves, rising operating costs, and political friction in traditional jurisdictions. The need to profitably utilize existing infrastructure, such as processing plants, and to extend the life of mines is forcing established players to make changes. In this phase, companies are increasingly seeking high-grade projects for acquisitions to secure their production and withstand growing pressure from well-capitalized Asian competitors.
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Commented by Armin Schulz on May 22nd, 2026 | 06:55 CEST
Roadmap to Production Is Set: Those Who Ignore Lahontan Gold Now May Regret It Later
The Canadian company Lahontan Gold is steadily advancing from explorer to mine developer in Nevada. Financing is secured, drilling is underway, and the roadmap is clearly defined. Those taking a closer look now can see a pattern of disciplined execution and tangible progress. This is not a speculative bet on a geological miracle, but rather the implementation of a concrete and well-structured plan. The coming months could demonstrate that a historic mining district can indeed be transformed into a new gold producer.
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Commented by Fabian Lorenz on May 22nd, 2026 | 06:45 CEST
Sell RENK Shares? Buy Standard Lithium or Globex Mining After the Correction?
Commotion at RENK! Major shareholder KNDS has unexpectedly cashed out. The sale of about 5% of RENK shares raised approximately EUR 269 million. Analysts find the reasoning behind the move implausible. Does KNDS perhaps intend to develop fewer land systems in the future? However, experts see no reason to panic. There are clear arguments in favour of buying Globex Mining Enterprises. Following the recent correction, the shares of this resource incubator appear attractively valued. For investors seeking reduced-risk exposure to the highly profitable exploration sector, the stock deserves close attention. The risks of individual explorers is illustrated by the performance of Standard Lithium. While Globex shares have risen 20% this year, Standard Lithium is down roughly 20%. The key question is whether recent news flow can trigger a turnaround.
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Commented by André Will-Laudien on May 21st, 2026 | 07:45 CEST
150% Opportunity and Risk at the Same Time! Kobo Resources on the Verge of Gold, TUI, easyJet, and Lufthansa Attractively Valued
With extreme volatility expected in 2026, one thing remains clear: gold serves as a portfolio stabilizer. In an environment of rising inflation, increasing interest rates, and soaring commodity prices, precious metals have performed strongly so far. Due to the Iran conflict, travel and tourism stocks in particular have come under pressure, as they are affected by weaker travel demand, tighter household budgets, and ultimately higher fuel costs. But those who look beyond the immediate horizon recognize that crises are temporary, and fear-driven valuation discounts can create medium-term buying opportunities. For risk-conscious investors, these scenarios present investment opportunities that would not be expected under normal circumstances. For instance, Deutsche Lufthansa is currently trading at around 30% below its book value, while TUI is trading at a P/E ratio of about 5. Is this irrational? In the short term, perhaps not. In the long term, however, it may well be. As the saying goes: buy when the cannons thunder.
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Commented by Armin Schulz on May 21st, 2026 | 07:20 CEST
Is the Gold Price Falling? Buy the Dip! Why Barrick Mining, Desert Gold Ventures, and Agnico Eagle Mines Now Offer Attractive Entry Points
Following the recent decline in the gold price, alarm bells are ringing for many investors. But those who look closely will recognize a familiar market dynamic. Every overheated rally is typically followed by a healthy consolidation phase. It is precisely this correction that may create a rare window of opportunity for strategically positioned investors, as the precious metal's fundamental upward momentum remains intact thanks to expectations of interest rate cuts and central bank purchases. Those willing to take a contrarian view at this stage could benefit disproportionately from the next recovery phase. Three industry players with different strategic profiles illustrate how current uncertainty can be transformed into potential returns: Barrick Mining, Desert Gold, and Agnico Eagle.
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Commented by Armin Schulz on May 20th, 2026 | 08:25 CEST
Dividends, M&A Potential, Yields: Newmont, DRC Gold, and B2Gold Are Worth a Closer Look
Rising inflation fears, ongoing conflicts, and a fragile global economy are driving the price of gold to new heights. This benefits not only mining operators with established production but, above all, those companies that are gaining strategic advantages in the current wave of consolidation. The industry is experiencing a merger frenzy: powerful conglomerates are strengthening their reserve bases, while smaller developers are becoming sought-after acquisition targets. A rare window of opportunity is opening up for investors—those who bet on the right stocks now can benefit twice over from rising valuations and potential premiums from corporate acquisitions. It is precisely this dynamic that currently makes three names particularly interesting: Newmont, DRC Gold, and B2Gold.
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Commented by Nico Popp on May 20th, 2026 | 08:00 CEST
The Defence and Commodities Crisis: Lockheed Martin, Glencore, and Antimony Resources' Unique Opportunity
Created and published on behalf of Antimony Resources Corp.
Export restrictions and skyrocketing commodity prices – the shifting geopolitical availability of strategic metals is posing challenges for the Western defence industry. While raw material procurement was for decades merely a logistical task within the framework of a functioning globalized economy, secure access to conflict-free deposits now determines the defence capabilities of Western nations. The significance of this structural shift is particularly evident in the case of antimony, an indispensable key component for civilian technologies and defence equipment. Since the United States has no domestic antimony production, the development of new mining projects in stable North American jurisdictions is of the utmost importance. In this market environment, the Canadian mining company Antimony Resources is coming into the spotlight of global defence and raw materials corporations.
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Commented by Fabian Lorenz on May 19th, 2026 | 07:25 CEST
BUY RECOMMENDATIONS for RENK and Desert Gold! SHOCK for Evotec!
While gold prices are weakening, Desert Gold shares are in a clear uptrend. And if analysts are to be believed, a tenfold increase is possible. Desert Gold is set to become a gold producer in just a few months and generate strong cash flows. And it does not matter whether gold is trading at USD 4,000 or USD 6,000 per ounce. RENK stock has been upgraded to "Buy." Not because the future outlook has improved, but because the price has plummeted. This means the valuation now offers upside potential again. The growth prospects are quite positive. Meanwhile, analysts have recently noted a lack of growth prospects at Evotec. For many, "Project Horizon" focuses too heavily on cost reduction. But growth is precisely what is expected from a biotech company. And now, the restructuring costs are also to be financed through a convertible bond.
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Commented by Tarik Dede on May 19th, 2026 | 07:15 CEST
Lahontan Gold: Profit-Taking Creates A New Opportunity!
The stable gold price and the current easing of tensions in the Gulf conflict are supporting many resource stocks. However, for investors who do not want to rely too heavily on the gold price, it is important to focus on companies that are in a growth phase. This is exactly the case with Lahontan Gold. The Canadian company is developing the Santa Fe project, a historic gold mine in Nevada's famous Walker Lane Trend. The goal is to build up production to up to 80,000 ounces of gold per year. Following the stock's initial sharp rise, an interesting technical situation has now emerged. Traders appear to have exited the stock, leaving room for serious investors looking to get in for the medium- to long-term.
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