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Commented by André Will-Laudien on March 12th, 2024 | 07:15 CET

Profit-taking in Defense and AI - What else is going on? Rheinmetall, Almonty Industries, Renk and Hensoldt

  • Mining
  • RareEarths
  • Tungsten
  • AI
  • armaments
  • Defense

Armaments stocks have been on the sunny side in the current year, 2024. Investors in this segment clearly outperformed the DAX 40 index. Due to the geopolitical situation and a redefined EU security policy, investors have rediscovered the sector. NATO member states are being called upon by the US to strictly adhere to or further increase their percentage of gross domestic product invested in defense. Donald Trump, who may return, wants to deny renegade allies the backing of the US in an emergency. Although nobody believes in this scenario, the announcement has had the effect that orders for new armaments technology have reached a new all-time high. Which shares are still in focus?

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Commented by Armin Schulz on February 21st, 2024 | 07:30 CET

Barrick Gold, Desert Gold, Renk - Golden times everywhere?

  • Mining
  • Gold
  • Defense

The world is full of economic uncertainty and geopolitical tensions. These are ideal conditions for gold, which is still considered a safe haven. There are now several factors that point to a sustained upswing in gold prices. One factor is the increased involvement of central banks, which are increasing their reserves to an extent not seen for decades. Another factor is the discussion within the BRICS nations about introducing a new currency backed by gold as a counterweight to the dominant US dollar. Therefore, today, we look at two gold companies and shed light on Renk, a representative of the defense industry, which is also experiencing golden times.

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Commented by Juliane Zielonka on January 18th, 2024 | 08:00 CET

Opportunities in times of Crisis: Defense Metals, Rheinmetall and Thyssenkrupp shares as promising investments in Energy and Defense

  • RareEarths
  • Defense
  • Energy

Geopolitical unrest is shaking the global economy - those who bet on companies such as Defense Metals, Rheinmetall or Thyssenkrupp in good time have the chance to make substantial profits! Defense Metals, as a supplier of rare earth metals, under the leadership of President Dr. Luisa Morena and CEO Craig Taylor, is not only advancing the promising Wicheeda rare earth project but is also revolutionizing the entire supply chain for rare earth metals in North America with Ucore Rare Metals Inc. Rheinmetall is strengthening the German armed forces and also expands its expertise in renewable energies. Thyssenkrupp is feeling the effects of the global unrest elsewhere, is exploring ahead and can look forward to the green light for a special project.

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Commented by Juliane Zielonka on January 5th, 2024 | 08:45 CET

Altech Advanced Materials, BYD, and Rheinmetall - Growth drivers: innovation, market power and strong cash flow

  • Technology
  • Batteries
  • Defense
  • Electromobility

Made in Germany stands for durability. Battery storage pioneer Altech Advanced Materials stands out as a German company with innovative material developments that can radically change electromobility and stationary energy storage with a 30% increase in efficiency. Meanwhile, the Chinese car manufacturer BYD has established itself as the leader in the electric vehicle market, surpassing Tesla in terms of sales figures in Q4/23. Rheinmetall is also strongly expanding its electromobility divisions and can look forward to a 3-digit million dollar order in its ubiquitous division. Find out who is setting new standards and shaping the future here.

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Commented by Stefan Feulner on December 12th, 2023 | 06:30 CET

Hensoldt, Defense Metals, RWE - Important milestones

  • Mining
  • RareEarths
  • Defense
  • renewableenergies

Following the recent year-end rally on the world's stock markets, the chances of further price gains are good. Even in the last month of an eventful stock market year, plenty of activity remains. The course is being set with regard to the strategic goals for a successful 2024 as a whole. In addition, even in mid-December, major capital measures must be finalized before the books are closed.

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Commented by Fabian Lorenz on June 8th, 2023 | 07:45 CEST

ChatGPT and AI revolution reaches defence stocks: Palantir, Hensoldt, Star Navigation Systems

  • AI
  • Defense
  • Software

The euphoria around ChatGPT and artificial intelligence (AI) is currently electrifying companies and stockbrokers. Chip manufacturer Nvidia is the high flyer of the current year. But high-tech and AI also play an increasing role in the defence and armament sectors. Palantir is also benefiting from this. The share has jumped recently but is still far from its all-time high. The US military has struck again at the software company. But analysts are putting the brakes on the euphoria. Hot stock Star Navigation could soon take off. And MDAX group Hensoldt has taken a stake in an AI specialist and is working on new defence systems.

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Commented by Stefan Feulner on May 17th, 2023 | 07:30 CEST

Newmont, Tocvan Ventures, Rheinmetall - The lights are green

  • Mining
  • Gold
  • Commodities
  • armaments
  • Defense

With a weaker-than-expected fall in inflation worldwide, plus a war in Ukraine that continues to escalate, the general conditions point to a long-term rise in the gold price above its all-time high reached weeks ago. With a threatened default in the United States, another argument for a gold bull market could now be added. Be prepared.

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Commented by Stefan Feulner on May 8th, 2023 | 07:20 CEST

Strongly growing demand - Rheinmetall, Almonty Industries, Nio

  • Mining
  • Tungsten
  • Electromobility
  • Defense

The turn of the times and the resulting increase in military demand continue to fill the order books of defence companies worldwide. This trend will likely continue well beyond the current year due to the strategy of politicians enforcing peace with heavy weapons. Another boom that has just begun is the transformation of the transportation sector. Meeting the demand requires a significantly higher need for critical raw materials. However, the production facilities are primarily in Chinese hands. To maintain supply chains, alternatives in the Western world are fundamental.

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Commented by André Will-Laudien on April 6th, 2023 | 09:50 CEST

Blackout in Germany! Siemens Energy, Myriad Uranium, Rheinmetall - We are shutting down the reactors!

  • Mining
  • Uranium
  • Defense
  • renewableenergies

Only three more weeks until the final shutdown of the last 3 nuclear reactors in the Federal Republic of Germany. How nice that we can rely on supplies from France, Belgium and the Czech Republic to meet our electricity needs in the future. The traffic light coalition in Berlin obviously believes that this is a service to the German citizens. Wrongly thought: both on the cost side of energy purchasing and on the safety side, the elected politicians are once again doing us a disservice. The bottom line is that electricity prices will continue to rise, the implementation of e-mobility will become increasingly questionable, and the security situation at the borders of our republic will become more and more precarious because we should not be fooled into thinking that a Czech reactor poses fewer risks than the Isar 2 nuclear power plant in Ohu. How can the equity investor still profit?

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Commented by Stefan Feulner on March 21st, 2023 | 08:37 CET

Varta, Aspermont, Rheinmetall - Full speed ahead for expansion

  • Innovations
  • Technology
  • Defense

Changing conditions in terms of broken supply chains, high raw material prices and an uncertain geopolitical situation have put many companies in dire straits since the Corona pandemic, leading to a collapse in sales and liquidity bottlenecks. Nevertheless, few managed to adapt their business models to emerge stronger from the crisis.

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