Commodities
Commented by Matthias Schomber on September 8th, 2026 | 07:40 CEST
Return Potential at Vonovia, Siemens Energy and Desert Gold! Which Stock Belongs in Your Portfolio?
Vonovia, Siemens Energy and Desert Gold: three stocks from three different worlds and sectors, each with its own appeal. While rising interest costs are weighing on Vonovia in the German real estate market, Siemens Energy is celebrating record orders in energy technology. Away from these two markets, a fascinating story is unfolding in Africa that promises plenty of excitement for bold investors. We are talking about Desert Gold, a player in the West African gold sector that is on the verge of a decisive milestone. Analysts at GBC see the potential for a significant multiple from the current share price. In this report, we shed light on the latest developments at these three companies. Read on to find out which of these stocks – or which combination of them – could be on the verge of a rapid breakout.
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Commented by Stefan Feulner on September 7th, 2026 | 08:15 CEST
Aya Gold & Silver, Lahontan Gold, Contango: Precious Metals Set For Further Gains
High gold and silver prices are reshaping the economics of the mining sector. Deposits that attracted little attention just a few years ago can suddenly become economically viable. At the same time, producers are taking advantage of the strong market environment to expand their resource base and advance new projects. Things become particularly interesting where exploration is uncovering additional ounces or where previously mined material can now be processed economically.
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Commented by Stefan Bode on September 4th, 2026 | 07:25 CEST
Technological Change, Abundant Resources and Financial Strength: Dell, Deutsche Bank and Lahontan Gold
Global financial markets have recently been showing great dynamism once again. While the booming market for artificial intelligence is driving unprecedented growth among traditional hardware suppliers, significant increases in commodity reserves are bolstering the share-price potential of future producers. At the same time, the banking sector is signaling a new era of profitability through operational economies of scale and record profits. Technical chart breakouts and significant upward revisions to forecasts underpin the strength of these diverse industry players, which are currently attracting investor interest.
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Commented by Fabian Lorenz on September 4th, 2026 | 07:15 CEST
DroneShield on Alert! Delivery Hero Held Back! Gold Rally Cancelled? Desert Gold Ready for a Breakout?
Alarm bells ringing at DroneShield! While drones and drone defence dominate the headlines, the share is one of the disappointments of 2026. So far this year, the share has lost nearly 50% of its value, and the downward trend shows no sign of ending. The company recently released its half-year results. Unfortunately, not only is revenue rising, but so are losses. Buy anyway? Experts are advising investors to get in on gold and gold mining shares. They say the rally is not over, but is simply taking a healthy breather. Desert Gold's share price has been trading sideways for some time now. But this should soon be over. Investors are waiting for the delivery of the gravity separation plant so that gold production can begin. Analysts expect the stock to multiply in value. Delivery Hero's share price has recently more than doubled. This was due less to strong operational performance than to the takeover bid from Uber. Could the purchase price now have to be increased following the company's strong results?
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Commented by Armin Schulz on September 4th, 2026 | 07:10 CEST
Newmont, Kobo Resources and B2Gold: The Roadmap to Record Profits in the West African Gold Sector
The gold market surged by a whopping 15% in August, reaching as high as USD 4,700 per ounce. The last time such an explosive single-month rise was seen in the gold sector was 27 years ago. The triggers are the fragile US fiscal policy, conflicts in the Middle East and the Fed's expected interest rate cut. Gold companies are benefiting from the high gold price. Leading the way are those operating in West Africa's most promising gold-producing regions. In Mali, calm is returning following the political turmoil. The country increased production by 30% in the first half of the year, while Côte d'Ivoire attracts investors with its stability and rich deposits. Reason enough for us to take a closer look at Newmont, Kobo Resources and B2Gold.
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Commented by Jens Castner on September 3rd, 2026 | 08:20 CEST
Roadmap Instead of Guesswork: Finexity, Lahontan Gold and BMW on a Clear Path to the Future
Promises about the future are what drive the stock market. But they are not always credible. Some companies, however, openly lay out their roadmaps—with clearly defined milestones rather than mere hope. Three examples illustrate just how different this can look: Finexity, a Hamburg-based fintech company reinventing securities trading; Lahontan Gold, a Canadian exploration company on the verge of entering production; and German blue-chip BMW. The Munich-based automaker is defining a "Neue Klasse" (New Class) not just on the road. Investors should keep all three stocks on their radar.
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Commented by Fabian Lorenz on September 2nd, 2026 | 07:20 CEST
Is It Time to Sell Gerresheimer? Aerospace and Gold Contenders Step Into the Spotlight: OHB and Lahontan Gold in Focus
A major coup for OHB. Germany's space industry hopeful has secured a contract worth billions. Could this also give the share price another boost? Even its inclusion in the SDAX failed to halt the sharp correction. The gold price is currently performing strongly once again. As such, the timing for Lahontan Gold shares could hardly be better. The exploration company is currently taking the final steps toward becoming a producer. The mine is set to be built in the US state of Nevada next year. The resource estimate was recently raised to 2.4 million ounces, and management sees plenty more potential. Is the rally at Gerresheimer, up over 50%, now coming to an end? The group, battered by profit warnings, costly takeovers and accounting issues, is working on a comeback. Yet analysts are advising "Sell".
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Commented by Tarik Dede on September 1st, 2026 | 07:15 CEST
Gold in Higher Demand Than Ever: Investors Turn to Aya Gold & Silver, Lahontan Gold and Perseus Mining
Gold has delivered a strong performance in recent weeks, and the correction now appears to be over. Many investors took profits in the spring after the US dollar strengthened amid the war in the Persian Gulf. This was arguably irrational, as the problems that had driven a steady flight into gold had not been resolved. Instead, capital markets are now facing the same mountain of challenges. US Treasury yields are rising as markets are becoming less willing to finance the country at such low rates. Meanwhile, US government debt has surpassed the USD 40 trillion mark. Within five years, America's debt burden has therefore increased by almost one-third. These bonds will likely never be repaid, but will instead be eroded by inflation. And that is what makes gold so strong: the now higher price is also driving up the valuations of gold shares. Every ounce that comes out of the ground is, quite literally, worth its weight in gold. We are therefore looking at the shares of Aya Gold & Silver, Lahontan Gold and Perseus Mining.
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Commented by Armin Schulz on August 31st, 2026 | 07:05 CEST
USD 40 Trillion in Debt and Central Bank Buying Fuel Gold Prices: Barrick Mining, Lahontan Gold and Wheaton Precious Metals
The gold market has made an impressive comeback following the correction in August, temporarily climbing back above USD 4,600 per ounce. This is more than just a technical rebound, as several fundamental factors are supporting the rally. Record central bank purchases, exploding US national debt, and the prospect of imminent interest rate cuts are giving gold renewed appeal. For investors, the question is no longer whether to participate in the uptrend, but how to benefit from it. Today, we take a closer look at Barrick Mining, Lahontan Gold, and Wheaton Precious Metals.
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Commented by Nico Popp on August 31st, 2026 | 07:00 CEST
Gold Rush—But Which One Is Better? DRC Gold, Ivanhoe Mines and Newmont in the Spotlight
As central banks around the world resume buying gold and geopolitical turmoil shakes confidence in fiat currencies, one thing is clear: humanity's oldest form of currency is experiencing a renaissance. After a breathtaking record-breaking run that pushed the gold price to USD 5,600 per ounce at the beginning of the year, followed by a correction, gold has recently climbed dynamically back above the USD 4,600 threshold. But for gold investors, there has long been more to the market than just bullion and ETPs. Companies in the gold sector are profiting from the rally and, under certain circumstances, can even offer leverage on the precious metal. We introduce some exciting business models and take a look at Africa as well.
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