Defence
Commented by Fabian Lorenz on October 13th, 2026 | 05:36 CEST
Plug Power Losing Hope? Renk Stuck in a Downtrend? RE Royalties Riding the AI Boom!
A look at Renk's share chart brings no joy. Whether over four weeks, six months or 12 months, the share's performance is deep in the red. Analysts recommend buying, but momentum is lacking across the entire defence sector. The latest order does nothing to change that, even if it shows future potential. For AI to realise its full potential, it needs vast amounts of energy. Accordingly, hundreds of billions of US dollars are being invested in energy infrastructure, particularly in North America. This is precisely the market in which RE Royalties operates with an interesting business model. In its latest interview, the company looks to the future with optimism. By contrast, even Plug Power's most optimistic supporters are probably despairing by now.
Read
Commented by Armin Schulz on October 13th, 2026 | 05:26 CEST
Almonty Industries, Rheinmetall, Lockheed Martin – Tungsten, Defence and a Share Price Decline That Could Open Up Opportunities
Sangdong is producing tungsten again for the first time since 1993. Almonty's South Korean mine is now supplying a raw material from outside China that is urgently needed in defence and is also found in an increasing number of high-tech devices. China's export restrictions have driven up tungsten prices in the West, while demand remains strong. The same is true of defence. On September 14, Rheinmetall booked an order for tens of thousands of artillery shells, while Lockheed Martin announced a framework agreement worth up to USD 1.2 billion for tactical missiles on September 21. Yet the stock market has so far shown little reaction to these developments. All three stocks are under pressure. We therefore take a closer look at Almonty Industries, Rheinmetall and Lockheed Martin.
Read
Commented by Mario Hose on August 18th, 2022 | 10:28 CEST
Defence Therapeutics CEO Sébastien Plouffe on the next steps in the battle against cancer
A publicly traded biotechnology business called Defence Therapeutics is developing new vaccines and antibody-drug conjugates (ADC) products on its own proprietary platform. The ACCUM technology, which enables precise delivery of vaccine antigens or ADCs in their intact form to target cells, forms the basis of Defence Therapeutics' platform. As a result, catastrophic illnesses like cancer and infectious diseases can be combated with greater efficacy and potency. CEO Sébastien Plouffe gives us background on the company's latest development in the battle against cancer.
Read
Commented by Mario Hose on August 2nd, 2022 | 10:57 CEST
Defence Therapeutics VP Research + Development Dr. Moutih Rafei on the next generation oncology-targeting therapies
The publicly traded biotechnology company called Defence Therapeutics is developing new vaccines and ADC products on its own proprietary platform. The Accum technology, which enables precise delivery of vaccine antigens or ADCs in their intact form to target cells, forms the basis of Defence Therapeutics' platform. As a result, catastrophic illnesses like cancer and infectious diseases can be combated with greater efficacy and potency.
Read