Defense
Commented by Mario Hose on April 1st, 2026 | 07:30 CEST
From Turnaround to Modular Technology: SGL Carbon, IBU-tec, and NEO Battery Materials Under the Microscope
Anodes and cathodes, graphite, silicon, and iron phosphate: Anyone looking to profit on the stock market from megatrends like electric mobility or the booming drone and defense sectors will find specialized materials suppliers to be an exciting alternative to battery manufacturers and automotive groups. Three companies from this segment are the focus of our comparison: the Canadian-South Korean startup NEO Battery Materials, the East German specialty chemicals company IBU-tec, and the established materials group SGL Carbon. All three address the backbone of modern energy storage in very different ways.
Read
Commented by Carsten Mainitz on April 1st, 2026 | 07:25 CEST
Almonty Industries: When the market picks up again, things could move quickly!
There are numerous reasons to invest in Almonty Industries. The stock has recently corrected, and analysts see significant upside potential—making this an ideal time to open or expand positions. The tungsten specialist has increasingly drawn investors' attention in recent months. The company positions itself as the leading supplier to Western industries and benefits equally from geopolitical tensions and growing demand for this critical raw material. How quickly will the stock rebound?
Read
Commented by Nico Popp on April 1st, 2026 | 07:20 CEST
Antimony as a Bottleneck: Challenges for Northrop Grumman and First Solar – Top Opportunity for Antimony Resources
Created and published on behalf of Antimony Resources Corp.
In the spring of 2026, global supply chains for the semi-metal antimony will be under severe pressure. Escalating geopolitical tensions, particularly the war in the Middle East and the de facto blockade of the Strait of Hormuz, have left a deep mark. According to the International Energy Agency (IEA), this is one of the most severe disruptions in recent history. The situation is exacerbated by China's export controls, as China historically controls around 48% of global antimony production. While civilian use of this critical element is partially possible again for US entities, military exports remain strictly prohibited. In this context, the focus is shifting to the development of new Western deposits. The goal: to reliably supply defense contractors like Northrop Grumman and solar companies like First Solar. The exploration company Antimony Resources plays a key role in this effort, offering a readily available solution with its Bald Hill project in Canada.
Read
Commented by André Will-Laudien on March 31st, 2026 | 08:25 CEST
Stock Markets on High Alert: Volatus Aerospace – Drones Are Becoming the Infrastructure of the Modern World
A new era has dawned—those who want to be part of it must act now! Drones are on the verge of becoming the universal technology of the 21st century. A tool that is equally at home in agriculture, industry, disaster response, and military operations. What began as a niche solution for aerial photography is now an indispensable component of modern infrastructure and security architectures. Especially in the military sector, unmanned systems have fundamentally changed the nature of warfare, as they enable reconnaissance, precision strikes, and the protection of critical facilities more efficiently and cost-effectively. At the same time, energy providers, emergency services, and logistics companies use the same technologies to reduce risks and streamline operations. This so-called dual-use capability makes drones a key strategic tool for governments and companies worldwide. Whoever controls the technology increasingly controls the speed, safety, and efficiency of modern societies. These are all topics that have been circulating through the trading floors of stock exchanges for several months. Volatus Aerospace is positioning itself as a notable contender in this space.
Read
Commented by André Will-Laudien on March 31st, 2026 | 07:30 CEST
The Tungsten Mystery: Commodity prices are skyrocketing, and stock volatility is soaring - Almonty Industries now offers a 100% chance
No all-clear yet from the war fronts, which is making the stock markets volatile and vulnerable. Last Friday, the CNN Fear and Greed Index reached a record high of 10 out of 100 points. In other words, Investors haven't been this worried about the safety of their investments in a long time. This aligns perfectly with the saying: "Buy when the cannons roar!" A contradiction? No, because just yesterday the index jumped up to 13; in particular, the leading European index, the DAX 40, showed robust performance and gained over 2% from its morning low. A brief shift in sentiment or a turning point? Anyone buying Almonty now can get the stock a good 35% cheaper than four weeks ago. What do the analysts say?
Read
Commented by Stefan Feulner on March 31st, 2026 | 07:25 CEST
Antimony Resources: Escalation Drives Strategic Demand
Created and published on behalf of Antimony Resources Corp.
The situation in the Iran conflict is threatening to escalate further. With the possible deployment of ground troops, the conflict could reach a new level of intensity. Experts are already warning of significant consequences for the commodities markets. Critical metals such as antimony, which is essential for ammunition, armor, and modern weapons systems, are becoming increasingly scarce. Demand is rising sharply, while fragile supply chains and geopolitical risks are limiting supply. Many Western countries are also heavily dependent on imports. If tensions continue to escalate, a structural raw material shortage looms, with far-reaching consequences for defense, industry, and global markets.
Read
Commented by Fabian Lorenz on March 31st, 2026 | 07:00 CEST
Stocks for bargain hunters: Is a 50% gain possible with TKMS, Kontron, or Lahontan Gold?
Analysts see over 50% upside potential for TKMS. They point to the visibility in the marine business. However, they do not mention the complexity. The estimates for the coming years also do not really support buying the stock. In contrast, Lahontan Gold could become an outperformer in 2026. The company is making the transition from explorer to producer and is thus also becoming a takeover candidate. Especially if the resource rises significantly above 2 million ounces, major gold producers should come knocking. And what about Kontron? Recently, the company has disappointed with its figures and outlook. Following the price drop, analysts are advising investors to "Buy". Is the stock a bargain?
Read
Commented by André Will-Laudien on March 30th, 2026 | 08:25 CEST
NEO Battery Materials Charging Ahead – The New Performance Standard for the Energy of the Future
While the Iran conflict in the Middle East is unsettling the global economy, a much deeper shift in the balance of power is taking place on the global commodities market. The rivalry between the US and China, long marked by trade and technology wars, is now extending to energy supply and battery production. Beijing is restricting not only the export of rare earths but also the export of high-performance battery cells, forcing Western industries to reorganize their supply chains. The situation is particularly critical for batteries used in defense and drone technology, which are considered security-critical infrastructure. The general public's thinking is simple: with the constant rise in the cost of fossil fuels, the world faces a choice - accept expensive mobility or pursue self-sufficient development of renewable solutions! In this context, the Canadian-South Korean company NEO Battery Materials is making a strategic statement of technological independence.
Read
Commented by Stefan Feulner on March 30th, 2026 | 08:15 CEST
Pan American Silver, Silver North Resources, Agnico Eagle – Long-Term Trend Intact
Following the recent correction in the silver market, there are increasing indications that the pullback represents a consolidation within a broader structural uptrend rather than a trend reversal. Demand from photovoltaics, electric mobility, and defense applications remains robust, while supply growth continues to lag. At the same time, geopolitical uncertainty and potential interest rate cuts are providing additional tailwinds. Historically, sharp corrections have often been followed by strong upward movements. For long-term investors, an attractive entry window may currently be opening.
Read
Commented by Nico Popp on March 30th, 2026 | 08:00 CEST
Drone Warfare Redefines Security: Challenges for Rheinmetall and AeroVironment – Laggard Volatus Aerospace
The global security architecture has collapsed—where there was once stability, there is now chaos. Or do we seriously believe the US would still support NATO in the event of a defense crisis? At the same time, technological innovation is accelerating: what once began as experimental reconnaissance technology has evolved into a decisive factor in modern warfare - drones. A look at Eastern Europe illustrates the magnitude of this turning point. According to calculations by Reuters, Ukraine recently succeeded in putting up to 40% of Russia's oil export capacity out of commission through the use of drones. This military success is costing the Russian state budget billions. At the same time, Ukraine is emerging as a global exporter of drone technology and expertise. President Volodymyr Zelenskyy recently confirmed the deployment of military experts to the Middle East to assist countries such as the United Arab Emirates and Qatar in defending against drone attacks. Germany is also upgrading its capabilities, as conventional air defense systems are reaching their limits. Major corporations such as Rheinmetall and AeroVironment are positioning themselves in this market, which, according to forecasts by Global Industry Analysts, is expected to reach a volume of over USD 58 billion by the end of 2026. However, the most compelling leverage for investors is offered by the up-and-coming Canadian company Volatus Aerospace.
Read