CriticalMetals
Commented by Fabian Lorenz on March 30th, 2026 | 08:05 CEST
Vonovia Slides, Standard Lithium Weak, Globex Mining Offers Entry Opportunity
Is the price nightmare at Vonovia coming to an end? The "concrete gold" stock has lost more than 25% in recent weeks. Last week, analysts also cut their price targets. But there is some positive news as well. Could now be the right time to buy? Perhaps even in Globex Mining? The stock of the resource incubator has also pulled back in March and now offers an interesting entry opportunity. The company allows for a lower-risk investment in the field of resource exploration, and the news flow remains positive. And what about Standard Lithium? The stock is weak. Are investors losing patience?
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Commented by Tarik Dede on March 27th, 2026 | 07:35 CET
Almonty Industries: The Tungsten Dominator of the West
Whether in golf clubs, X-ray machines, saw blades, or Abrams tanks, tungsten is ubiquitous—and virtually irreplaceable. As a result, this strategic metal sits at the intersection of industrial demand and geopolitics. China controls around 80% of global supply; together with Russia and North Korea, this dominance rises to around 95%. In an increasingly polarized world, tungsten has effectively become a strategic asset. Almonty Industries is positioning itself as a key supplier for the Western alliance, having recently ramped up production at its flagship mine in South Korea while pursuing an ambitious global expansion strategy. The recent pullback in the stock may offer a compelling entry point for strategic investors.
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Commented by Armin Schulz on March 27th, 2026 | 07:25 CET
Looking for a Portfolio Booster? Why Power Metallic Mines is the Diamond in the Commodities Jungle
There are moments in the commodities industry when the facts speak so clearly that the question of "why" practically begs to be asked: Why hasn't the market reacted yet? For months, Power Metallic Mines has been delivering drill results that amaze even industry experts. Add to that metallurgical tests that exceed all conservative expectations. While the numbers speak with unusual clarity, the company's valuation still appears to be in a completely different league. A closer look reveals that a fundamental revaluation is on the horizon.
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Commented by Mario Hose on March 26th, 2026 | 07:20 CET
Antimony Alert! Hotter than gold and rarer than lithium: Re-rating Potential for Antimony Resources After Recent Pullback
The world is becoming increasingly unstable—something reflected in the daily news flow. Geopolitical tensions are rising, and commodities that were largely overlooked for years are now moving into focus. Antimony is one such example: a relatively unknown metal, yet strategically important. No modern tank can be produced without it, no precision ammunition, no night vision goggles. What makes the market particularly compelling is its structure—like many critical raw materials, supply is highly concentrated, with China dominating global production and processing. But this is precisely the emerging supply gap Antimony Resources is filling through its Canadian project, which is unparalleled.
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Commented by Tarik Dede on March 25th, 2026 | 09:30 CET
The war opens up opportunities in commodity stocks: Barrick Mining, Antimony Resources, and Freeport McMoRan in focus
The war in the Persian Gulf has drastically shaken up the metals market. Until the end of January, gold, silver, copper, rare earths, and others were still the top performers in many portfolios. The debasement trade, the weak dollar, and geopolitical uncertainty drove prices higher. On top of that, there were significant supply shortages for silver and copper, as well as China's dominance in the extraction and processing of critical metals like antimony and rare earths. The current pullbacks in many stocks now offer opportunities for investors to enter the market.
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Commented by André Will-Laudien on March 25th, 2026 | 07:15 CET
Trump and the EU Need Critical Metals and Oil Alternatives! BHP, Avrupa Minerals, Mercedes, and BYD
As oil prices surge to new levels above USD 100, investors are facing heightened supply chain concerns. Just as during the COVID-19 pandemic, global trade relations in the commodities sector are at risk of grinding to a halt due to the closure of the Strait of Hormuz. Following significant price declines across all industrial sectors, it is essential to identify potential winners. The commodities giant BHP can look forward to rising revenues and cash flows, while a new surge in e-mobility is expected in the alternative energy sector. Avrupa Minerals is searching for critical materials in Finland and Portugal and has already made discoveries. An exciting investment opportunity is currently emerging.
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Commented by Fabian Lorenz on March 25th, 2026 | 07:10 CET
Tungsten Crisis! "Reuters" Reports Shortage in the US! Almonty Positioned to Benefit, and Analysts Reaffirm Buy Recommendation
Tungsten prices have risen nearly 20% in just one week. The situation surrounding this metal, which is critical not only for ammunition production, continues to worsen. "Reuters" recently reported on noticeably low inventory levels in the US. On "Bloomberg," an expert speaks of an almost unprecedented market development. The biggest beneficiary is Almonty Industries. Analysts see over 50% upside potential. According to their estimates, the P/E ratio for 2027 is around 5. Almonty is expected to produce 267,537 metric tons this year alone. Costs are expected to be USD 266 per MTU. On the Rotterdam stock exchange, the current price is USD 2,800 per MTU.
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Commented by Fabian Lorenz on March 24th, 2026 | 07:30 CET
Critical Raw Material for Ammunition: Antimony Resources Approaching a Key Milestone – and Then a US Government Entry?
Raw materials are increasingly becoming a critical factor in ammunition production. Alongside tungsten, antimony is one such material. This largely unknown mineral is critical for flame retardants, batteries, alloys, electronics, and, of course, ammunition. At the same time, the US is 100% reliant on imports. Antimony Resources is developing what is likely one of the most promising deposits in North America. A resource estimate is expected to be released by June. Then, the US government might even step in. This is speculation, but there have already been examples since last year of the Trump administration taking such decisive action to secure critical raw materials.
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Commented by Mario Hose on March 20th, 2026 | 08:40 CET
Copper Rush and Platinum Power: How Power Metallic Mines is securing the raw materials for tomorrow's high-tech world
Quebec holds a treasure - one that tomorrow's tech world desperately needs. With its flagship project NISK, Power Metallic Mines is on the verge of becoming one of the most important suppliers of critical metals. This isn't just ordinary mining. It is about a strategic decision that affects the entire high-tech industry and the global energy transition. The world is feverishly searching for stable sources of copper, platinum, and other polymetallic raw materials, and Power Metallic is providing answer after answer. Drilling results that amaze even seasoned geologists, a clear vision for climate-neutral mining. Power Metallic is setting the tone and the standard here. It is no coincidence that several billionaires have come on board and purchased shares. Those who need the raw materials for supercomputers, electric vehicles, and the green energy of the future should take note of the name Power Metallic.
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Commented by Mario Hose on March 18th, 2026 | 07:00 CET
Tungsten Power from Sangdong: Almonty's Path to Greater Western Independence in Critical Raw Materials
Tungsten is crucial to the security of modern defense systems and the future of high technology. This raw material is a strategic key where China has held almost all the cards until now. But with the commissioning of the legendary Sangdong mine in South Korea, Almonty Industries has now opened a new chapter in industrial history. After more than 30 years of inactivity, ore is once again flowing from one of the richest deposits on Earth. This project means far more than just mining and tungsten extraction. It marks the beginning of independence and the establishment of a strategic alliance with the West. The enormous market potential is prompting analysts to raise their price targets and making Almonty the new lifeline for Western industries. It is the success story of an impressive company that has permanently shifted, and continues to shift, the global balance of power in the raw materials sector.
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