Defense
Commented by Matthias Schomber on May 18th, 2026 | 07:40 CEST
Almonty Industries Reports 221% Revenue Growth – Tungsten Positions the Company as a Strategic Western Supplier
An extremely rare metal is moving increasingly into focus as geopolitical tensions rise and defence spending accelerates worldwide. Without tungsten, neither modern defence systems nor forward-looking industries can exist today. In this environment, Almonty Industries has positioned itself as one of the West's only true suppliers outside China. The company's latest figures underline this strategic positioning. Revenue growth of more than 200% has attracted growing market attention. While the stock remains near an important technical breakout zone following a broader consolidation phase, the underlying growth story continues to develop in the background. Analysts increasingly view the company less as a speculative resource play and more as an emerging strategic producer with long-term relevance to Western supply chains. Investors seeking to understand why this strategic heavyweight in the tungsten sector could be poised for another upward move in the market may find some of the key answers in the following article.
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Commented by Fabian Lorenz on May 18th, 2026 | 07:20 CEST
Rheinmetall, Plug Power, Antimony Resources: Buy or Sell?
Created and published on behalf of Antimony Resources Corp.
Buy or sell Plug Power stock? Analysts are currently divided on that question. What is clear, however, is that a consolidation phase would likely be healthy. Such a consolidation has already taken place in recent weeks at Antimony Resources, potentially creating an interesting buying opportunity. In May alone, three positive updates reinforced the impression that the company may be sitting on a real treasure trove of raw materials. Analysts currently see upside potential of more than 200%. Meanwhile, Rheinmetall shares have fallen roughly 45% from their all-time high. But the picture is not entirely negative. Analysts increasingly see the stock returning to an attractive valuation level. In recent months, the company has also repeatedly demonstrated that it is far more than simply a supplier of heavy, "traditional" military equipment.
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Commented by Stefan Feulner on May 18th, 2026 | 07:00 CEST
Volatus Aerospace - A Multi-Billion-Dollar Pipeline Meets Explosive Growth Potential
The global drone market is rapidly emerging as a strategic sector of the future. Geopolitical tensions, rising defence budgets, and the need for autonomous monitoring of critical infrastructure are driving massive demand for modern aerial and data systems. Companies like Volatus Aerospace, which combine hardware, software, and operational services, stand to benefit disproportionately. The Canadian firm is consistently expanding its role as an integrated aerospace platform and has now reported the highest Q1 gross margins in the company's history. At the same time, the NATO-related order pipeline continues to grow, while new software solutions could generate additional recurring revenue.
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Commented by Tarik Dede on May 15th, 2026 | 09:35 CEST
Empty Stockpiles: The US Military Must Rearm — A Golden Opportunity for Lynas Rare Earths, Antimony Resources, and Lockheed Martin
Prepared and published on behalf of Antimony Resources Corp.
Just a few days ago, Democratic US Senator Mark Kelly of Arizona dropped a political bombshell in Washington. In an interview on CBS's "Face the Nation" last Sunday, Kelly criticized the current state of the US military. According to him, stockpiles have been completely "bled dry" as a consequence of the Gulf conflict. The politician described his impressions following a briefing by the US Department of Defense. According to Kelly, ammunition stockpiles—particularly Tomahawk missiles, Patriot air defence systems, and SM-3 interceptor missiles—have been severely depleted, calling the situation "shocking." The extensive strikes against Iran have reportedly reduced inventories to such an extent that the national security of the United States could now be at risk. Rebuilding these stockpiles, Kelly warned, could take years. This, in turn, could leave the US vulnerable in potential future conflicts, particularly in the Pacific region. With these remarks, Mark Kelly articulated concerns that many observers have been discussing for weeks. According to this assessment, the US military has significantly reduced key inventories in a short period of time due to the conflict with Iran, potentially affecting operational readiness—especially concerning possible future tensions involving China, which had already been identified as a strategic challenge to US global leadership under the administrations of Barack Obama and Joe Biden. This is also likely to have consequences in light of current President Donald Trump's visit to China.
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Commented by Stefan Feulner on May 15th, 2026 | 09:10 CEST
Siemens Energy, Almonty Industries, Deutsche Telekom – These stocks still have plenty of upside potential
Stock markets are racing from one record high to the next. AI stocks and tech giants, in particular, have now reached valuations that many experts already consider overheated. Investors are therefore increasingly wondering where attractive opportunities can still be found. But beyond the obvious market favourites, compelling investment stories continue to emerge. Whether strategic raw materials for the new world order, beneficiaries of the global energy boom, or companies with billion-dollar potential in the security sector, some companies may still be only at the beginning of a much larger upward trend despite already trading near all-time highs.
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Commented by Armin Schulz on May 15th, 2026 | 09:00 CEST
USD 1.5 Trillion US Defence Budget for 2027 – Up 44% Year over Year: Volatus Aerospace Provides the Drone Technology
The new US defence budget request for 2027 is a bombshell at USD 1.5 trillion. That is 44% more than the previous year. But the real bombshell is the strategic realignment. A full USD 63 billion is earmarked for unmanned systems alone. One Canadian company is ideally equipped for this, though it comes from an unusual background. Instead of relying solely on military technology, Volatus Aerospace has spent years monitoring pipelines, power lines, and offshore wind farms. This commercial foundation could now prove to be a decisive advantage.
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Commented by Fabian Lorenz on May 14th, 2026 | 08:05 CEST
221% Growth Is Just the Beginning! Tungsten Producer Almonty Industries Poised for Billion-Dollar Revenues!
After a 150% rally so far this year, is Almonty Industries stock still a buy? According to estimates from analysts at Bank of America, the answer may well be yes. The company's 221% revenue growth in the first quarter of the current year could merely mark the beginning of a much larger expansion phase. For the coming year, analysts expect the tungsten producer to generate revenue of CAD 1.32 billion, with margins in line with those typically seen in the technology sector. Earnings per share are projected to climb to CAD 3.50, implying a current P/E ratio below 10. This seems anything but expensive for a company supplying a critical raw material otherwise largely dominated by China. Interested investors may want to mark May 20 on their calendars and register for the virtual IIF event.
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Commented by Carsten Mainitz on May 14th, 2026 | 08:00 CEST
Analysts see significant upside for Antimony Resources, Rheinmetall, and TKMS!
The correction in defence and related sector stocks has recently intensified. A perceived imminent end to the war in Ukraine and more subdued expectations for medium-term growth are weighing on the market. However, according to many analysts, good buying opportunities are now emerging again for Rheinmetall & Co. Structural drivers such as rising defence budgets, geopolitical tensions, and full order books remain intact. One special stock is Antimony Resources. The Canadian company holds the highest-grade deposit of this critical raw material in North America. Antimony is a key raw material for ammunition, electronics, and defence equipment. Its importance is growing enormously against the backdrop of scarce global availability and fragile supply chains. In a recent report, GBC analysts assigned the stock a price target of CAD 3. Following the recent pullback, investors can pick up the stock at its current price of around CAD 0.61!
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Commented by Fabian Lorenz on May 13th, 2026 | 07:30 CEST
Takeover at Bayer! Shock at Rheinmetall! Opportunity for MustGrow Stock!
Created and published on behalf of MustGrow Biologics Corp.
The blockade of the Strait of Hormuz is turning into a stress test for global food security. Supply chains across the fertilizer industry are coming under pressure — and this could create a significant opportunity for MustGrow Biologics. The company's organic biological fertilizer (biofertilizer) is being approved in an increasing number of US states. And in the field of biological crop protection, they are collaborating with Bayer. Meanwhile, Rheinmetall is grappling with disappointed market expectations. Revenues at the defence contractor are simply not growing fast enough, although the company continues to modernize its product portfolio.
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Commented by Fabian Lorenz on May 13th, 2026 | 07:20 CEST
100% Rally Started? MP Materials, Standard Lithium, and Power Metallic Mines in Focus!
Has the 100% rally already begun for Power Metallic Mines? At least that is the level of upside potential suggested by analysts. The copper explorer continues to report strong drilling results from its flagship project in Canada, and the stock is gradually gaining momentum. Listening to the CEO, it becomes clear that the share may still have significant upside potential ahead. Potential also exists at MP Materials, the only producer and processor of rare earth elements in the US. However, the company now carries a market capitalization of around USD 12 billion. Most recently, it released quarterly results — the key question is whether the upward trend can continue. A similar trend has recently started to form at Standard Lithium as well. The company also reported on its first-quarter 2026 developments. Investors are now eagerly awaiting the final investment decision for the South-West Arkansas (SWA) project. The timing of that decision remains a key focal point for the market.
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