Defense
Commented by André Will-Laudien on September 8th, 2025 | 07:25 CEST
Berlin's billion-euro programs are making shareholders rich! Rheinmetall, Hochtief, Argo Graphene and Bilfinger
The money-printing machine is running! The 2026 federal budget has now been approved at EUR 521 billion. The defense budget is set to rise from EUR 62.4 billion to EUR 82.7 billion. In addition, there will be an additional EUR 25.5 billion from the special budget for the German Armed Forces. Federal investments – including the Climate and Transformation Fund and new special assets – will amount to approximately EUR 126.7 billion in 2026. New borrowing is expected to rise to EUR 89.9 billion, and if the so-called "special assets" are included, new borrowing will rise to EUR 174.3 billion – a historic figure. This is a windfall for companies in the defense and infrastructure sectors. Which stocks are now taking center stage?
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Commented by Stefan Feulner on September 8th, 2025 | 07:10 CEST
Opendoor, Almonty Industries, BioNTech – Great opportunities outside the tech bubble
While the Nasdaq 100 continued to lose momentum last week, along with leading tech stocks, the crisis metal gold celebrated a new all-time high at USD 3,586 per ounce. The escalating geopolitical crises and the intensifying trade war between the US and China are likely to drive prices for critical raw materials in the long term. Western producers remain attractively valued.
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Commented by Nico Popp on September 5th, 2025 | 07:10 CEST
"Olive-Green Economic Miracle" – Who stands to benefit? Volatus Aerospace, Hensoldt, AeroVironment
Germany's Federal Minister of Economic Affairs, Katherina Reiche, sees great potential for the German economy in military rearmament. An article in Handelsblatt even refers to it as an "olive-green economic miracle." But who will benefit most from the billions in spending over the coming years? In addition to traditional defense companies, smaller niche providers and startups are also raring to go. We explain which stocks will truly benefit from this "olive-green economic miracle."
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Commented by André Will-Laudien on September 5th, 2025 | 07:05 CEST
Trump under pressure, markets wobble – Technically position now with BYD, Almonty, and Palantir for the next 100% gains!
The stock markets are in yet another bubble, but unlike the tech bubble in 2000, investors are more prepared for the impending correction. The warning signs could not be more evident: inflation, wars, numerous global conflicts, surging interest rates, massive deficits, tariffs and trade wars! Anyone who sees short-term growth under these conditions is likely mistaken. And yet, the market is still holding on to the megatrends of artificial intelligence and defense. Admittedly, 1,000% or more could be earned here, which is good for those who rode out these trends. But caution is advised: The Shiller P/E ratio for the S&P 500 rose above 40 last week – well above the historical norm of 12 to 25. So, where is the celebration continuing? We offer a few clues.
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Commented by Fabian Lorenz on September 4th, 2025 | 07:10 CEST
Rheinmetall shares above EUR 2,200? SELL SMA Solar? dynaCERT with SALES SUCCESS!
Could Rheinmetall shares surpass EUR 2,200 following a potential acquisition? Analysts consider this possible after taking a closer look at the Company's opportunities in the marine sector. There is even talk of a potential takeover battle with another German company. Meanwhile, sales are picking up at dynaCERT. An initial large order is expected to strengthen its distribution partnership in the Americas. If the success stories continue, higher share prices are on the cards for the cleantech company. The situation is quite different at SMA Solar. After a significant profit warning and millions in write-downs, the Company is sliding deep into the red. Analysts are lowering their price targets and see no buying opportunity even after the recent price slump.
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Commented by Armin Schulz on September 3rd, 2025 | 07:10 CEST
Ukraine: A billion-dollar opportunity. Why Rheinmetall, Argo Graphene Solutions, and Deutsche Telekom should be on every watch list
The reconstruction of Ukraine is becoming the project of the century, offering immense opportunities for strategic investors. The focus is on key sectors such as modern security, innovative building materials, and high-performance digital infrastructures. German technology leaders are ideally positioned to benefit from this unprecedented volume of investment. Three companies stand out in particular: Rheinmetall from the defense industry, Argo Graphene Solutions with revolutionary building materials, and telecommunications provider Deutsche Telekom.
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Commented by Fabian Lorenz on September 3rd, 2025 | 07:05 CEST
New WORLD ORDER and DEFENSE FANTASY: Deutz, Hensoldt, and Almonty Industries!
China, Russia, and India are driving forward a multipolar world order — and thanks to the erratic politics of Donald Trump, they seem to be succeeding. At least, that is what the recent SCO summit suggests. For Western industries, this means growing supply issues with critical raw materials like tungsten. Almonty Industries is benefiting from this. The producer plans to commission the largest Western tungsten mine in South Korea and promises high margins. The recent weakness in the share price presents a buying opportunity. Deutz, meanwhile, is fueling new defense-related fantasies with its entry into the drone market. The share price reacted yesterday with a jump of over 5%. Hensoldt, on the other hand, is struggling with a challenging valuation following weak figures, even though the share price has recently gained ground. Where is it worth getting in?
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Commented by Armin Schulz on September 2nd, 2025 | 07:25 CEST
After the price corrections: Is now the time for Novo Nordisk, Almonty Industries, and Puma?
Volatile periods offer the greatest opportunities for savvy investors. While the masses are unsettled by price fluctuations, strategic investors have the chance to acquire fundamentally sound stocks at attractive prices. This discipline of keeping calm in the face of uncertainty separates the long-term winners from the losers. Three companies currently deserving of precisely this attention are Novo Nordisk, Almonty Industries, and Puma.
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Commented by Fabian Lorenz on September 2nd, 2025 | 07:05 CEST
Sell RENK? DroneShield shares plummet! Commodity gem Antimony poised for a price jump?
At RENK, the complete exit of the major shareholder is making headlines—yet the share price posted strong gains yesterday. Investors are now wondering whether to follow suit or let their profits run. DroneShield is also a hot topic of conversation: despite record figures with more than 200% revenue growth and a jump into profitability, the stock lost double digits within just a few days. For long-term investors, is the setback more of an entry opportunity than a warning signal? There is much to suggest that Antimony Resources' share price will rise: the correction following the tripling of the commodity gem appears to be over. Strong drill results and the strategically important metal antimony could make for a hot autumn. As China puts increasing pressure on global supply, alternative projects like Antimony's are coming into focus on the stock market.
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Commented by Mario Hose on August 29th, 2025 | 09:20 CEST
11 reasons why Almonty Industries is the top choice for investors in the tungsten sector
Tungsten plays a key role in the realm of strategic raw materials. Its unique properties make it indispensable for high-tech industries, defense technology, and the energy transition. Its hardness, density, and heat resistance are irreplaceable worldwide—whether in armor plating, rocket propulsion systems, medical devices, or wind turbines. However, with a market share of over 80%, China and Russia control almost the entire global supply. Reliable sources outside these regions are incredibly scarce. Almonty Industries (WKN: A414Q8 | ISIN: CA0203987072 | Ticker symbol: ALI1) has positioned itself as the leading Western alternative in recent years. Here are the 11 key reasons why this tungsten specialist represents the top investment opportunity in the sector – and why investors should be cautious of so-called imitators.
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