CriticalMetals
Commented by André Will-Laudien on January 16th, 2026 | 08:15 CET
Up 700% and still going strong! Almonty, Deutz, and Infineon under the microscope
It goes without saying that stocks that are performing well do not necessarily have to stop. Often, new business models only become interesting over time, or companies change their focus to become attractive targets for investors again. Almonty Industries is considered a representative of critical metals. The stock has risen 700% in the past 12 months. However, so much has changed in the group that analysts now have to recalculate here as well. Drive specialist Deutz is consistently focusing on military applications, and Infineon is discovering its relevance in solving energy problems in large computing facilities and in e-mobility. New concepts, new valuations – the world keeps turning! Where should investors get in now?
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Commented by Armin Schulz on January 16th, 2026 | 07:25 CET
Antimony Resources: Three powerful drivers form the perfect antimony wave
While much of the investment world is rushing to tungsten and lithium, a great opportunity is emerging in the shadows. Antimony, a metal essential for flame retardants, defense, and electronics, is characterized by an overwhelming dependence on China and recurring export restrictions. Against this backdrop, Antimony Resources is advancing its flagship Bald Hill project in Canada with notable precision. The combination of exceptional geology, rising geopolitical urgency, and operational momentum could make the Company the unlikely winner of a new era of raw materials.
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Commented by Fabian Lorenz on January 13th, 2026 | 07:30 CET
This stock is skyrocketing! Antimony Resources is stealing the show from MP Materials and Standard Lithium!
While investor attention is mainly focused on rare earths and lithium, antimony is quietly gaining momentum. The US government is attempting to free itself from its dependence on China through a billion-dollar deal. In China, antimony smugglers are being sentenced to lengthy prison terms. And Antimony Resources' stock exploded by 18% on Friday. As a result, the Company is increasingly stealing the spotlight from investor favorites in the critical raw materials sector, such as Standard Lithium and MP Materials. This trend could continue over the course of the year, as the exploration project appears to be a real hit, and Antimony Resources' shares still look far from expensive.
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Commented by Nico Popp on January 13th, 2026 | 07:00 CET
When the machines grind to a halt: Why Sandvik is trembling, and Almonty Industries is becoming a billion-dollar bet like MP Materials
The 2026 stock market year begins with a realization that is causing industrial producers worldwide to break out in a cold sweat: tungsten, one of the hardest and most heat-resistant metals, is sold out. What began with rare earths last year is now continuing with brutal severity for the material without which no armored steel can be hardened, no smartphone can vibrate, and - most importantly for the global economy - no industrial cutting tools can function. In this tense situation, Swedish industrial giant Sandvik is acting as the "canary in the coal mine" – the Company is signaling the situation on the tungsten market before all other market participants. Sweden's dependence on tungsten carbide is comprehensive. But while the industry struggles for security of supply, savvy investors are recognizing a historical parallel: the situation is the same as the rise of MP Materials in the rare earths sector. Almonty Industries, which owns the largest tungsten mine outside China, still trades at a fraction of MP Materials' valuation. Yet the Company is poised to become the West's tungsten monopolist.
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Commented by André Will-Laudien on January 12th, 2026 | 07:20 CET
Boom & Bust 2026 – Where can investors still position themselves? BYD, BMW, DroneShield, and Power Metallic Mines
New highs every day – it is nothing short of a miracle. The international trouble spots around Ukraine, Gaza, and Venezuela appear to be growing with the addition of Syria and Iran. This means the next gear for the arms industry. The under-militarized NATO countries, in particular, are likely to continue to push ahead, as the US's guarantee of support for Western countries is no longer considered viable. Those who can no longer defend themselves today are at risk of being overrun by trigger-happy dictators. This makes things interesting for DroneShield and Power Metallic. The automotive industry must also show how it can get consumers back behind the wheel. The capital markets remain highly valued and extremely exciting, but the eternal one-way street of high tech still seems to have many potholes. Which stocks can overtake on the right?
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Commented by Stefan Feulner on January 12th, 2026 | 07:00 CET
Antimony instead of dependence – Antimony Resources stands to benefit from the China risk
Geopolitical tensions are increasing, and with them, the West's dependence on China for critical raw materials is becoming increasingly apparent. Metals such as antimony are indispensable for industry, technology, and security, yet are barely produced in Western countries. Trade conflicts and political risks are turning this concentration into a strategic vulnerability. While the US and Europe are urgently searching for alternative supply chains, specialized resource companies in stable jurisdictions are gaining in importance. Antimony Resources could be one of the beneficiaries of this shift. With its high-grade Bald Hill project in Canada, the Company is positioning itself as a potential building block for an independent Western antimony supply.
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Commented by Nico Popp on January 8th, 2026 | 07:25 CET
Defense in a stranglehold: Why Lockheed and Boeing are grounded without antimony - and Antimony Resources holds the strategic solution
It is a chemical element with the atomic number 51 that has long led a shadowy existence on the world's stock exchanges, but whose strategic importance is now keeping security policymakers at the Pentagon awake at night: antimony. What sounds like a footnote in the periodic table is, in reality, the invisible glue holding together the modern defense and aviation industries. But this glue is becoming scarce. China, which dominates the global market with a share of more than 50% in production and nearly 80% in processing capacity, has begun to tighten the reins on exports. Trade barriers and opaque export restrictions are fueling real fears of a supply stoppage. In this high-risk geopolitical scenario, giants such as Lockheed Martin and Boeing are finding themselves in a bind, while small Western explorers such as Antimony Resources are suddenly becoming owners of assets that could prove indispensable to the national security of NATO countries.
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Commented by Fabian Lorenz on January 8th, 2026 | 07:00 CET
Shares in rally mode: D-Wave and Power Metallic Mines! And what is Nel ASA doing?
At Power Metallic Mines, the knot has finally been broken. Since mid-December, the share price of this commodity gem has risen by around 50%. This is likely just the beginning, as there are good reasons for prices to continue rising, and analysts believe that a price gain of over 100% is still possible. D-Wave shares are also rallying. The quantum specialist recently announced a technological breakthrough. Further details are expected in the coming weeks. And what is Nel ASA doing? Shareholders are waiting for major orders from the problem child in the hydrogen sector. The industry is developing positively in Germany, for example. But Nel shares remain flat.
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Commented by Armin Schulz on January 7th, 2026 | 07:05 CET
Peace dividend: How Antimony Resources, the RENK Group, and Lockheed Martin are reaping the rewards of military buildup
The new era of security will be decided deep underground in mines. The indispensable raw material for modern defense systems is antimony, a metal that is threatening to disappear from the world market and whose price is rising sharply. This strategic shortage creates a historic opportunity to invest directly at the source. The greatest potential is offered by the exploration company Antimony Resources, whose success in turn drives key suppliers such as the RENK Group and system builders such as Lockheed Martin.
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Commented by Carsten Mainitz on January 6th, 2026 | 07:30 CET
Strong tailwind for defense stocks – New buy signals for Antimony Resources, Hensoldt, and Steyr?
Defense stocks are the focus of investor interest at the beginning of the year. The chances are good that defense stocks will now quickly iron out the dip in prices caused by profit-taking in the past quarter and surge toward historic highs. The environment is also favourable for (prospective) producers of critical raw materials that are urgently needed by industry, such as Antimony Resources. The escalation of the conflict between the US and Venezuela has added fuel to the fire. Trump is now also threatening Colombia. In addition, disillusionment is setting in regarding the hoped-for peace efforts between Russia and Ukraine. How can investors take advantage of this situation?
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