CriticalMetals
Commented by Fabian Lorenz on December 16th, 2025 | 07:15 CET
Novo Nordisk makes a statement! TUI shares jump! Globex shares strong!
Novo Nordisk can end the horror year of 2025 on a positive note. The EMA has issued a positive opinion on a higher Wegovy dosage. Sales could start as early as January. Globex Mining shares have gained over 35% in the current year. There is much to suggest that the share price will continue to rise. With Globex Mining, investors benefit from the commodities boom in a legally secure region with diversified risk. The tourism boom could soon be over, given the economic development in Europe. These prospects dragged down the shares of TUI. However, the stock has reacted strongly in recent days.
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Commented by Armin Schulz on December 16th, 2025 | 07:05 CET
The trio for the raw materials revolution: Why you should invest in European Lithium, Standard Lithium, and Lynas Rare Earths
The global hunt for the critical raw materials of the 21st century is on. Driven by rapid electrification and geopolitical upheaval, demand for lithium and rare earths is exploding, while supply is struggling. This fundamental discrepancy is creating a historic market imbalance and catapulting companies that can close strategic supply gaps into the spotlight. Three companies in particular are coming to the fore, whose stories are directly interwoven with the biggest megatrends of our time: European Lithium, Standard Lithium, and Lynas Rare Earths.
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Commented by Carsten Mainitz on November 27th, 2025 | 07:05 CET
Everything is lining up! Take advantage of lower prices to enter Antimony Resources, RENK, and Hensoldt!
Is peace finally coming? Efforts to end the war between Russia and Ukraine have intensified significantly in recent days. But Russia remains the unknown factor. As a result, stock market volatility driven by shifting news or rumors is to be expected in the near future, especially for defense stocks. Setbacks offer investors opportunities to build up positions. In addition, special topics such as critical metals or raw materials that are indispensable for the defense industry and other key sectors remain attractive. This is where the undervalued Antimony Resources stands out.
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Commented by Nico Popp on November 26th, 2025 | 07:00 CET
Two new mines in 12 months – Analysts give the thumbs up: Almonty, MP Materials, Rheinmetall
The rush for shares in defense and strategic metals drove prices in 2025. However, the market also gave premature praise. In the case of companies such as MP Materials and Rheinmetall in particular, the market has already anticipated many future revenues. Tungsten producer Almonty Industries is also one of the stock market winners of the year. However, the difference between Almonty and other stocks in the critical metals sector that have risen sharply is that Almonty will also be making a significant operational impact in 2025. The Sangdong mine in South Korea is considered a groundbreaking project for the supply of critical raw materials. The last time a mine of this size went into production was in the 1970s. What opportunities does this mega-project offer investors?
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Commented by André Will-Laudien on November 25th, 2025 | 07:50 CET
AI mania, critical metals, and gold! Keep an eye on blockbuster stocks such as BASF, RZOLV Technologies, and Barrick Mining
The breathtaking advances in high-tech and artificial intelligence require a strong focus on raw materials companies in order to provide the necessary strategic metals in a timely manner. Securing supply chains is all the more important for Western industries because the availability of raw materials is subject to geopolitical skirmishes between some countries that still control the decisive masses in critical areas. This is particularly true for China and Russia. If nothing arrives in the West, production lines come to a standstill or company managers have to accept expensive detours. For equity investors, it is always worthwhile to take a clear look at the key levers. However, the focus is also on the manufacturing processes.
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Commented by Armin Schulz on November 20th, 2025 | 07:10 CET
The secret winners of the crisis and your portfolio booster: Rheinmetall, Antimony Resources, and TKMS
Geopolitical tensions are driving an unprecedented boom in an industry long dismissed as outdated. As nations massively increase their defense budgets to prepare for a new era of global confrontation, the beneficiaries extend far beyond the traditional defense giants. A once-overlooked raw materials niche and cutting-edge maritime technologies are suddenly in the spotlight - opening the door to extraordinary opportunities for investors. This shift is clearly reflected in the recent developments at Rheinmetall, Antimony Resources, and TKMS.
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Commented by André Will-Laudien on November 19th, 2025 | 07:40 CET
Gold above USD 4,000, Bitcoin and NASDAQ reeling! Formation Metals on the rise, panic at Metaplanet and DroneShield
A few weeks ago, the US government declared a state of emergency over critical metals. This triggered a massive run on all stocks related to strategic metals such as rare earths, uranium, and lithium. The announcement also proved decisive for the gold and silver markets, which have been setting new all-time highs since October before recently entering a consolidation phase. At the start of the week, buying interest in gold and silver returned, while former tech high-flyers like Metaplanet and DroneShield suffered heavy losses. For investors, the current panic across parts of the tech sector could present an opportunity. Commodity markets have been dormant for years and are now being flooded with unprecedented amounts of capital. Where should investors position themselves now?
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Commented by Nico Popp on November 3rd, 2025 | 07:10 CET
Trade war over? Not at all! Here is what's happening now with Graphano Energy, Porsche, and Volkswagen
The US and China have agreed to a kind of truce in their trade conflict. China's export restrictions on metals, which were only announced in October, have been lifted. In return, China will purchase agricultural products from the US, and the agreement will be renegotiated in a year's time. What US President Donald Trump is selling as a major victory is, at best, a temporary ceasefire. The past few weeks have shown that the preliminary agreement will change little for Western industrial companies: they have gained time and must make good use of it.
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Commented by Carsten Mainitz on October 22nd, 2025 | 07:25 CEST
The stock market success stories Almonty Industries, TKMS, and Steyr Motors are opening a new chapter - and it is still not too late to get in!
The trade conflict between the US and China is intensifying and reaching a new strategic dimension. Beijing is deliberately restricting exports of critical raw materials and rare earths that are indispensable for high-tech industries, defense, and the energy transition. Western industries are coming under pressure, security of supply is faltering, and prices are rising. Meanwhile, the beneficiaries of this situation, such as producers of critical raw materials, are experiencing a boom. What happens next, and what does the stock market newcomer TKMS have to do with it?
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Commented by Nico Popp on October 22nd, 2025 | 07:10 CEST
Hype and day-to-day business – What matters now: European Lithium, BMW, Mercedes-Benz
European Lithium shares have recently caused quite a stir. But what is behind the surge that has multiplied its value within just a few days? What role does the Company actually play - for the US and also for Europe? We sort through the many reports on European Lithium and show where the Company could be headed in the medium term. One thing seems certain: Without European Lithium, the outlook for the automotive industry on both sides of the Atlantic looks bleak. Reason enough to take a closer look at the background.
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