Construction
Commented by Armin Schulz on July 11th, 2025 | 07:05 CEST
Rheinmetall, Argo Graphene Solutions, Vonovia: Three beneficiaries of the EUR 500 billion stimulus package
Germany's economy is facing a billion-dollar gamble. Government super-write-offs and a EUR 500 billion special fund are fueling investment in infrastructure and defense. Record budgets of EUR 115 billion for roads, networks, and education, as well as EUR 86 billion for arms modernization, are creating unprecedented opportunities. Those who join now can benefit from Germany's largest restructuring in decades. But where are the best prospects? Today, we look at three companies that could profit from these investments in defense and infrastructure: Rheinmetall, Argo Graphene Solutions, and Vonovia.
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Commented by Fabian Lorenz on July 9th, 2025 | 07:00 CEST
Plug Power, TUI, and Argo Graphene Solutions: Who is revolutionizing?
The construction revolution has a new name: Argo Graphene Solutions. With this name, the Company is also formally completing its repositioning. Operationally, it is already working on a revolution: revolutionizing concrete and asphalt by adding graphene. To this end, it has now opened its first commercial site in the US. If the rollout is successful, the stock has the potential to multiply in value. Only the most optimistic investors still believe in Plug Power. The former hydrogen darling has disappointed investors too often. In recent weeks, the stock has risen by over 30%. What is behind this? TUI has underperformed the DAX in the current year. Yet operations are running smoothly. In the cruise sector, capacity has been significantly increased, and the Company has exceeded its own booking targets. But it is not all good news.
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Commented by Nico Popp on July 8th, 2025 | 07:15 CEST
Construction revolution! Saint-Gobain, Heidelberg Materials, Argo Graphene Solutions
Billions are being poured into infrastructure. Real estate portfolios in many economies are also in dire need of renovation, and what are many builders and project developers doing? Business as usual! However, those who are alert and recognize what is currently happening in the building materials industry can make better decisions, whether as builders or investors. The reason: innovative building materials improve construction and ensure returns. We explain how this works in this article. Also featured: two well-known companies and an insider tip.
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Commented by Nico Popp on July 3rd, 2025 | 07:15 CEST
Microcap revolutionizes the building materials industry: Does Argo Living Soils hold the key to billion-dollar revenues?
Sustainable construction has been a growing trend for some time. As early as the late 1970s, regulations in Germany required builders to insulate properties according to specific standards. Since then, standards have continued to rise steadily. In some cases, this has become a cost issue – especially when older buildings must be brought up to modern energy efficiency standards. For some time now, the focus has also shifted to the building materials themselves. Materials such as cement and concrete are considered particularly energy-intensive and therefore anything but CO2-neutral. This is precisely where innovative technology comes in. A billion-dollar market is emerging.
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Commented by Armin Schulz on July 2nd, 2025 | 07:00 CEST
From microcap to market leader: How to get in on the booming billion-dollar graphene market with Argo Living Soils
Graphene sounds like something out of a science fiction novel, but it is already being used today where it matters most: in our roads and buildings. This miracle material, which is 200 times stronger than steel and as conductive as copper, is revolutionizing concrete and asphalt. It makes infrastructure more durable, drastically reduces CO₂ emissions, and lowers construction costs. For investors, this creates a perfect storm of technological advancement and sustainability pressure. Those who get in early with the companies driving this change will position themselves at the forefront of a billion-dollar market.
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Commented by André Will-Laudien on July 1st, 2025 | 07:20 CEST
Climate protection meets infrastructure: Argo Living relies on graphene for low-emission concrete
The construction industry is responsible for approximately 8% of global CO₂ emissions, and construction is taking place virtually everywhere. Anyone in the cement manufacturing industry who can significantly reduce greenhouse gas emissions is making a measurable impact on global climate targets. This creates visibility, political support, and ESG relevance, all of which are drivers for rising company valuations. The topic is highly relevant because several trillion USD will be invested in new infrastructure worldwide by 2050, including through programs such as the US Inflation Reduction Act (IRA), the EU Green Deal, and the reconstruction of Ukraine once the time comes. Investors are specifically looking for companies that are also included in these public budgets, as green building materials are considered a key technology. Argo Graphene Solutions (formerly Argo Living Soils) is perfecting this concept, and its stock is on the rise.
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Commented by Fabian Lorenz on June 24th, 2025 | 07:10 CEST
FOCUS online reports on miracle concrete: Argo Living Soils is working on a revolution in construction!
The construction industry is under enormous pressure: infrastructure is aging, the demand for new buildings is growing - and at the same time, CO₂ emissions must be reduced urgently. This presents opportunities for innovators to earn billions. Argo Living Soils is one such innovator. Nanomaterials are being used to create a miracle concrete which could revolutionize the construction industry. The potential has even been recognized by FOCUS Online, which recently reported on the project in detail. The article not only highlights the technological innovation surrounding graphene concrete but also emphasizes Argo's role as the driving force behind its development. The enormous potential relative to the valuation of EUR 10 million speaks in favor of buying the stock.
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Commented by André Will-Laudien on May 12th, 2025 | 07:10 CEST
Is RENK riding the next wave? Heidelberg Materials and Argo Living are at the forefront of sustainability!
Russia's war of aggression against Ukraine and the recent tensions in transatlantic relations have triggered a profound change in the financial sector. Today, Fund managers ask themselves which criteria can be used as "ESG-compliant" or "sustainable" in this new era. The industry remains divided when it comes to defense companies. Nevertheless, fund managers are almost forced to invest in defense in order not to miss out on the steep return trend in 2025. Investors find themselves caught between expected returns and the desire for peace and stability. For RENK shares, this dilemma has given rise to dream returns that, in our view, are not yet reflected in the current figures. Heidelberg Materials and Argo Living, on the other hand, are focusing on sustainable products and have delivered impressive balance sheets so far. Investors should proceed selectively.
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Commented by Stefan Feulner on April 7th, 2025 | 07:20 CEST
Porr AG, Globex Mining, Strategy – Exaggerated panic
After the euphoria came the sobering reality. Following the stock market rally since November, sparked by the re-election of Donald Trump as the new US president, we are now witnessing a direct destruction of capital. Since the Republican's inauguration, the US market has officially lost USD 10 trillion. It remains to be seen to what extent the strategy of punitive tariffs, the opening of trade disputes, and the disruption of supply chains will continue to shake the markets. In particular, companies that serve markets outside the US and can produce their raw materials domestically are likely to benefit the most.
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