Defense
Commented by Fabian Lorenz on September 28th, 2026 | 07:15 CEST
Vonovia: Between Expropriation and Defence Industry Fantasies - Verbio and RE Royalties Ride the Energy Boom
Data centres, electrification and rising industrial energy demand are driving up the need for renewable power across North America. RE Royalties is one of the beneficiaries. Its home market of Canada provides a promising starting point, while in the US it is expanding its partnership with solar developer Solaris Energy. In contrast, Vonovia is struggling with rising interest rates and the threat of a possible expropriation in Berlin. The uncertainty is weighing on investor sentiment. For now, even the prospect of entering the defence sector is failing to provide a boost. The company's CEO recently floated the idea. Verbio, meanwhile, is seeing strong business performance, and analysts are recommending the stock as a "Buy".
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Commented by Stefan Feulner on September 28th, 2026 | 07:05 CEST
Lockheed Martin, Volatus Aerospace, DroneShield: The Billion-Dollar Race for Drone Supremacy
Wars are changing rapidly. Drones are taking over reconnaissance and attack missions, autonomous systems are making increasingly more decisions on their own, and traditional weapons systems are being integrated with artificial intelligence and new sensors. At the same time, demand for technologies that can detect and neutralize enemy aircraft at an early stage is surging. This is creating a new billion-dollar market for the defence industry, spanning precision weapons to autonomous drones and electronic countermeasures.
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Commented by Armin Schulz on September 25th, 2026 | 09:50 CEST
Volkswagen, HPQ Silicon, AeroVironment: How Investors Can Profit from the Battery and Drone Boom
The lines between defence and automotive are blurring. Defence budgets are reaching record highs, while the auto industry is undergoing a complete transformation. In between, a new value chain is emerging, built on batteries, silicon and autonomous systems. After all, drones and an ever-increasing amount of military technology also require better batteries. Electric mobility needs them too. Those who understand the intersections are a step ahead of the masses. Headlines are of little help here. What counts are supply chains, patents and full order books. That is why we are taking a closer look at Volkswagen, HPQ Silicon and AeroVironment today.
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Commented by Stefan Bode on September 25th, 2026 | 07:45 CEST
Breakthroughs, Production Launches and Billion-Dollar Contracts – Almonty Industries, Secunet Security Networks, Viking Therapeutics
Strong clinical trial data, the launch of a strategically important raw-materials production facility, and a potential billion-dollar contract are driving market activity. The three companies presented today could benefit from long-term megatrends such as obesity therapies, secure supply chains, and rising defense spending. However, high growth opportunities are offset by clinical risks, operational challenges, and ambitious valuations.
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Commented by Nico Popp on September 25th, 2026 | 07:40 CEST
Drone Warfare Reshuffles the Deck: Rheinmetall Struggles, DroneShield Reinvents Itself and Volatus Aerospace Passes the First Blind Flight
A switch is flipped, and suddenly drones that were once feared lose their bearings. On battlefields around the world, a simple frequency jamming is often enough to disable the GPS navigation systems widely used in drones completely. This situation is forcing the entire drone industry to rethink its approach and is opening up new opportunities. Those who can navigate reliably despite jammers are prepared for the future. We present the latest developments at Rheinmetall, DroneShield and Volatus Aerospace.
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Commented by Matthias Schomber on September 25th, 2026 | 07:20 CEST
Stocks for the Defense and Hydrogen Boom: Steyr Motors, Rheinmetall and dynaCERT
Some industries, and specific companies within them, require closer analysis. That is why today we are taking a closer look at two companies in the defense sector and one in the cleantech/hydrogen sector. Austrian engine manufacturer Steyr Motors is currently grappling with operational headwinds and technical challenges. The German defense conglomerate Rheinmetall is fundamentally on track to set new records, but it is currently hovering at a key price threshold and struggling to break through. The Canadian cleantech company dynaCERT continues to work toward a global breakthrough with its innovative emissions technology. Below, we dive into the balance sheets, margins and future prospects of these three stocks.
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Commented by Matthias Schomber on September 22nd, 2026 | 07:25 CEST
Puma at Rock Bottom, Novo Nordisk Riding the Weight-Loss Boom and Volatus Aerospace in Rebound Mode: Who Is the High-Flyer?
Broadly speaking, the stock market in Germany, as well as across Europe and globally, is currently under considerable pressure. Two wars in Iran and Ukraine, along with discontent in Germany with the current government, are weighing on markets. In other words, the stock market is under significant strain. The major indices are at or near critical technical levels. Puma, for example, is struggling with margins, while analyst price-target cuts and an upcoming change in the company's head of sales are adding pressure. Novo Nordisk, meanwhile, is facing regulatory headwinds and increasing competition in the US despite rapidly growing future markets in the obesity segment. Volatus Aerospace, by contrast, is raising hopes of a rebound with new government contracts for tactical reconnaissance drones. A technical breakout could make the stock an interesting candidate for strong performance. Read on to learn why Puma still requires plenty of patience, which billion-dollar investments are supporting Novo Nordisk's pipeline, and how investors could potentially take advantage of an entry opportunity in Volatus now.
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Commented by André Will-Laudien on September 22nd, 2026 | 07:20 CEST
Tanks, Ships, and Ammunition: How Rheinmetall, Renk, thyssenkrupp, TKMS and Power Metallic Mines Can Make Your Portfolio Bulletproof
Geopolitical upheavals are throwing global markets into turmoil and forcing investors to rethink their strategies. It is becoming increasingly clear: The European defence industry is heading toward a massive wave of market consolidation. However, disillusionment is setting in among the defence industry's former high-flyers following the initial hype, as the internal work required for integration is far from complete and operational potential has been overestimated. Completely detached from this trend is the Essen-based maritime division, which has secured a front-row seat thanks to a government deal worth billions. A massive fleet order is injecting a whole new dynamic into the sector. Naturally, strategic raw materials are also taking centre stage, since without them, not a single tank can roll, or a single ship can be launched. In this segment, the wheat is currently being separated from the chaff, as concrete facts and proven reserves far outpace utopian dreams of the future. Investors who want to profit from this tension and build a crisis-proof portfolio must now spread their risks extremely wisely across the globe.
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Commented by Nico Popp on September 22nd, 2026 | 07:05 CEST
Tungsten Shortage: Almonty Secures Sandvik Deal – New US Defense Rules Raise Pressure on Lockheed & Co.
In extreme operating conditions, cutting-edge technology relies on materials that push the boundaries of physics. Whether in ammunition, engines, or milling heads that machine titanium blocks for stealth jets—there is no getting around tungsten. With the highest melting point of any pure metal and an enormous density, the element is considered indispensable for industry and the defence sector. Yet, of all things, the West is almost left high and dry when it comes to this key component. Beijing controls over three-quarters of global production and also dominates downstream processing. However, price spikes and stricter trade rules are now shaking the industry awake. At the centre of it all is the US tungsten specialist Almonty Industries.
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Commented by Stefan Feulner on September 21st, 2026 | 07:25 CEST
Lockheed Martin, Almonty Industries, Rheinmetall: Defense Boom Meets Tungsten Shortage
The global defense boom is entering its next phase. Growth is no longer driven solely by new orders, but by how quickly companies can ramp up production capacity. However, missiles, aircraft, and armoured vehicles require large quantities of strategic materials. Tungsten, in particular, is virtually irreplaceable for many military applications because of its extreme hardness and heat resistance. As Western defense contractors expand their manufacturing, control over secure sources of raw materials is therefore increasingly becoming a strategic issue.
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