CriticalMetals
Commented by André Will-Laudien on May 25th, 2026 | 07:55 CEST
Defence Stocks in a Race Against Time: Are Rheinmetall, Strategic Resources, CSG, and RENK Still a Buy?
The bull run in defence and military stocks lasted nearly four years. At their peak, some stocks were valued at 10 times revenue, with P/E ratios reaching 100. Currently, however, a shift in thinking is taking place, as the contracting nations are heavily indebted and cannot simply keep increasing their defence budgets after the generous adjustments they have already made. This partly explains the recent dip in the sector's stock prices. Yet the stock market is playing out this theme across multiple channels. Defence stocks benefit in the long term from higher government spending, while commodity markets—particularly for steel, copper, aluminum, nickel, titanium, tungsten, and specialty chemicals—must respond to the higher underlying demand. At the same time, fiscal burdens are rising, so capital markets as a whole must distinguish between security-related demand and growing budget risks. The underlying trend is that inflation is rising due to money supply expansion, with necessary interest rate hikes as a further consequence. How should investors reconcile these trends?
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Commented by Nico Popp on May 22nd, 2026 | 07:00 CEST
Panic in the Steel Sector - Geopolitical Dependencies Threaten Production: Strategic Resources, ArcelorMittal, and thyssenkrupp in Focus
Enormous regulatory pressure to decarbonize, escalating punitive tariffs, and a looming supply shortage of critical alloy metals are driving profound changes in the steel industry. The conversion of traditional blast furnaces to electric arc furnaces powered by electricity poses a challenge for corporations. The recycling of simple steel scrap can cause disruptive copper impurities to accumulate in the melt. The industry urgently requires massive quantities of high-purity pig iron for dilution to continue producing high-quality steel. However, since the supply chains for vanadium, a critical metal for the energy transition and alloys, are almost entirely controlled by autocratic states, Western companies are under pressure to act. Fortunately, the Canadian commodities company Strategic Resources is positioning itself as a supplier from multiple secure jurisdictions.
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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 Fabian Lorenz on May 21st, 2026 | 07:25 CEST
Is Rheinmetall Stock a Bull Trap? D-Wave Faces Challenges! Hidden Gem Strategic Resources!
Rheinmetall shares have gained nearly 10% over the past few days. After Rheinmetall shares have gained nearly double digits over the past few days. After the sharp correction, the key question now is whether this marks the beginning of a sustained comeback — or merely a classic bull trap. Analysts, however, continue to recommend buying the stock and see potential for a move back toward all-time highs. In contrast, Strategic Resources remains a genuine hidden gem. The company has only recently started trading in Germany, yet its investment case appears increasingly compelling. Strategic Resources has access to critical metals and aims to build an attractive value-added supply chain around them. D-Wave's business model is also undeniably exciting. However, even after this year's correction, the valuation remains ambitious. This became clear again in light of the quarterly figures. Price targets for the quantum high-flyer have been slashed.
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Commented by André Will-Laudien on May 21st, 2026 | 07:00 CEST
The Market Is Buying Again! Strong Revaluation at Infineon Technologies, Advanced Micro Devices, and Antimony Resources
Created and published on behalf of Antimony Resources Corp.
Despite major international uncertainties, the technology sector is once again experiencing renewed momentum. While investors are once again eagerly snapping up tech stocks like Infineon Technologies and Advanced Micro Devices, there is growing caution in other sectors. This is hardly surprising, as rising interest rates are making equity investments generally more expensive. Nevertheless, the boom in artificial intelligence, data centers, and power electronics continues unabated, bringing critical raw materials increasingly into the focus of strategic investors. Whether modern semiconductors, high-performance processors, or energy chips, they all require a stable supply of strategic metals such as antimony, copper, or rare earths. Geopolitical tensions, disrupted trade routes, and export restrictions are creating growing supply bottlenecks, increasing pressure across the industry. Exploration and resource companies like Antimony Resources, which focus on metals of high strategic importance, stand to benefit from this. It is worth taking a closer look!
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Commented by Fabian Lorenz on May 18th, 2026 | 07:20 CEST
Rheinmetall, Plug Power, Antimony Resources: Buy or Sell?
Created and published on behalf of Antimony Resources Corp.
Buy or sell Plug Power stock? Analysts are currently divided on that question. What is clear, however, is that a consolidation phase would likely be healthy. Such a consolidation has already taken place in recent weeks at Antimony Resources, potentially creating an interesting buying opportunity. In May alone, three positive updates reinforced the impression that the company may be sitting on a real treasure trove of raw materials. Analysts currently see upside potential of more than 200%. Meanwhile, Rheinmetall shares have fallen roughly 45% from their all-time high. But the picture is not entirely negative. Analysts increasingly see the stock returning to an attractive valuation level. In recent months, the company has also repeatedly demonstrated that it is far more than simply a supplier of heavy, "traditional" military equipment.
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Commented by Tarik Dede on May 15th, 2026 | 09:35 CEST
Empty Stockpiles: The US Military Must Rearm — A Golden Opportunity for Lynas Rare Earths, Antimony Resources, and Lockheed Martin
Prepared and published on behalf of Antimony Resources Corp.
Just a few days ago, Democratic US Senator Mark Kelly of Arizona dropped a political bombshell in Washington. In an interview on CBS's "Face the Nation" last Sunday, Kelly criticized the current state of the US military. According to him, stockpiles have been completely "bled dry" as a consequence of the Gulf conflict. The politician described his impressions following a briefing by the US Department of Defense. According to Kelly, ammunition stockpiles—particularly Tomahawk missiles, Patriot air defence systems, and SM-3 interceptor missiles—have been severely depleted, calling the situation "shocking." The extensive strikes against Iran have reportedly reduced inventories to such an extent that the national security of the United States could now be at risk. Rebuilding these stockpiles, Kelly warned, could take years. This, in turn, could leave the US vulnerable in potential future conflicts, particularly in the Pacific region. With these remarks, Mark Kelly articulated concerns that many observers have been discussing for weeks. According to this assessment, the US military has significantly reduced key inventories in a short period of time due to the conflict with Iran, potentially affecting operational readiness—especially concerning possible future tensions involving China, which had already been identified as a strategic challenge to US global leadership under the administrations of Barack Obama and Joe Biden. This is also likely to have consequences in light of current President Donald Trump's visit to China.
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Commented by Fabian Lorenz on May 14th, 2026 | 08:05 CEST
221% Growth Is Just the Beginning! Tungsten Producer Almonty Industries Poised for Billion-Dollar Revenues!
After a 150% rally so far this year, is Almonty Industries stock still a buy? According to estimates from analysts at Bank of America, the answer may well be yes. The company's 221% revenue growth in the first quarter of the current year could merely mark the beginning of a much larger expansion phase. For the coming year, analysts expect the tungsten producer to generate revenue of CAD 1.32 billion, with margins in line with those typically seen in the technology sector. Earnings per share are projected to climb to CAD 3.50, implying a current P/E ratio below 10. This seems anything but expensive for a company supplying a critical raw material otherwise largely dominated by China. Interested investors may want to mark May 20 on their calendars and register for the virtual IIF event.
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Commented by Carsten Mainitz on May 14th, 2026 | 08:00 CEST
Analysts see significant upside for Antimony Resources, Rheinmetall, and TKMS!
The correction in defence and related sector stocks has recently intensified. A perceived imminent end to the war in Ukraine and more subdued expectations for medium-term growth are weighing on the market. However, according to many analysts, good buying opportunities are now emerging again for Rheinmetall & Co. Structural drivers such as rising defence budgets, geopolitical tensions, and full order books remain intact. One special stock is Antimony Resources. The Canadian company holds the highest-grade deposit of this critical raw material in North America. Antimony is a key raw material for ammunition, electronics, and defence equipment. Its importance is growing enormously against the backdrop of scarce global availability and fragile supply chains. In a recent report, GBC analysts assigned the stock a price target of CAD 3. Following the recent pullback, investors can pick up the stock at its current price of around CAD 0.61!
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Commented by André Will-Laudien on May 13th, 2026 | 07:45 CEST
333% Gains: What Comes Next for AMD, LPKF Laser, and Group Eleven?
Erratic movements – sky-high valuations! Right now, investors get the impression that AI and data centers are set to become the salvation of the global economy for the next 100 years. Of course, building AI infrastructure costs the tech giants enormous amounts of money. At the same time, the architects behind these systems are making a fortune. In principle, however, it is a cycle: what one company invests becomes another company's profit. Project this dynamic three years into the future, and nearly every major industry will have implemented its own generative AI systems. From entry-level employees to skilled workers and even at the executive level, there is now dramatic potential for cost savings, which in turn improves the bottom line. But at the end of the day, many people may lose their all-important jobs. The result is obvious: consumption is declining, and ultimately, growth is being replaced by contraction. Dynamic investors are riding the current rallies and then exiting at the right moment. What matters most is timing. Here are a few ideas.
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