Defense
Commented by Jens Castner on May 27th, 2026 | 07:55 CEST
RARE METAL, RARE OPPORTUNITY: ALMONTY INDUSTRIES BETWEEN THE DEFENSE BOOM AND AI HYPE
Almonty Industries is on track for profitability. The Sangdong tungsten mine in South Korea has been in production since March 17, so a sustained return to profitability should now be just a formality. The transition from a promising stock to an indispensable raw materials supplier for the defence and semiconductor industries is being guided by a former Wall Street analyst who is well-connected in both the mining and financial sectors: in a few days, Jorge Beristain will assume the role of Chief Financial Officer (CFO). The Canadian with Mexican roots is the right man to explain to the financial world why Almonty shares, despite a spectacular multi-year rally, are by no means overvalued.
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Commented by Fabian Lorenz on May 27th, 2026 | 07:50 CEST
SELL BASF and Hensoldt? BUY Recommendation for Power Metallic Mines
Caution is advised with Hensoldt. Analysts see a potential 30% downside for the stock. The company is trading at a premium to industry peers such as Rheinmetall and Renk, despite slower growth. While the partnerships with Helsing and Schwarz Digits are interesting, they are unlikely to contribute significantly to revenue in the foreseeable future. In contrast, analysts see 100% upside potential for Power Metallic Mines, specifically in the base-case scenario. The first resource estimate is scheduled for this summer. According to analyst estimates, the company could thus transition from a pure exploration valuation to a resource-based valuation phase sooner than previously expected. Analysts foresee difficult times ahead for BASF. The structural problems remain unresolved, and the stock is a "Sell". The chemical giant is attempting to counter these challenges through optimization measures and the increased use of AI technologies.
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Commented by Carsten Mainitz on May 26th, 2026 | 06:55 CEST
Completely Underrated: How Investors Can Benefit from the Megatrend of Autonomous Flight Systems with Volatus Aerospace
Unmanned Aerial Systems (UAS) have established themselves as a megatrend. Their importance and range of applications are steadily increasing. Already indispensable in the military, they are gradually transforming industries such as logistics, delivery services, agriculture, industrial inspection, and media. In particular, players like Volatus Aerospace are well-positioned. Their success formula consists of several elements: strong integration with NATO-related clients and an intelligent ecosystem with increasingly scalable business operations, which gives the stock a clear position as a market favourite.
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Commented by André Will-Laudien on May 25th, 2026 | 08:20 CEST
NATO Drones 3.0 – The US and Europe Go Full Throttle! Volatus Aerospace Takes the Driver's Seat
The ongoing geopolitical escalation continues to push the defence sector to its limits. The reason is clear: the global security architecture is changing at breakneck speed, as modern conflicts increasingly demonstrate the critical importance of autonomous systems. In the field of unmanned aerial systems, momentum has noticeably accelerated over recent months. Particularly significant is the US Department of Defence's recent invitation to the Phase II qualification round of the multi-billion-dollar "Drone Dominance Program," in which only selected vendors are permitted to compete under real-world operational conditions. The program is viewed within industry circles as a potential starting signal for the next major investment cycle in the Western drone and defence market. Volatus Aerospace is already attracting the attention of forward-looking investors. Should the company also successfully position itself in the US market, it could strategically move into an entirely new league. Further acquisitions are also a realistic possibility.
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Commented by Armin Schulz on May 25th, 2026 | 08:10 CEST
Rheinmetall, Antimony Resources, and RENK Group: Your Gateway to the Defence Boom and Its Lucrative Supply Chain
Created and published on behalf of Antimony Resources Corp.
Billions are flowing into Europe's defence sector—but behind the impressive order books lies a risk: the shortage of critical raw materials. While tanks and transmission systems are the obvious winners of the rearmament wave, the invisible foundation of many defence technologies is coming under increasing pressure. A strategic metal whose supply chains are dominated by China could become the Achilles' heel of the entire industry. From the established defence conglomerate Rheinmetall to the raw materials explorer Antimony Resources and the specialized drivetrain manufacturer RENK Group, they all have one thing in common: they are benefiting from the defence boom.
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Commented by Nico Popp on May 25th, 2026 | 08:05 CEST
Tungsten Crisis and Only One Solution: Supply Chains of SpaceX and Sandvik Under Pressure – Almonty Industries Perfectly Positioned
An unprecedented price shock, no meaningful new supply in sight, and continued Chinese export restrictions are forcing Western industry to act in the tungsten market. This year, the price of ammonium paratungstate exploded from USD 920 per metric ton unit (MTU) at the Rotterdam trading hub to well over USD 3,000. With China controlling nearly 80% of global production and the United States set to implement a strict procurement ban on Chinese tungsten for the defence sector starting in 2027, the risk of a serious supply bottleneck is growing. From traditional metal-processing industries and semiconductor manufacturing to aerospace applications, corporations depend on stable supply chains for this essential and virtually irreplaceable metal. In this unique market environment, the US-focused mining company Almonty Industries is building a new, geopolitically independent raw materials empire. The odds are in its favour: Almonty is currently the only producer meaningfully expanding tungsten production capacity.
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Commented by André Will-Laudien on May 25th, 2026 | 07:55 CEST
Defence Stocks in a Race Against Time: Are Rheinmetall, Strategic Resources, CSG, and RENK Still a Buy?
The bull run in defence and military stocks lasted nearly four years. At their peak, some stocks were valued at 10 times revenue, with P/E ratios reaching 100. Currently, however, a shift in thinking is taking place, as the contracting nations are heavily indebted and cannot simply keep increasing their defence budgets after the generous adjustments they have already made. This partly explains the recent dip in the sector's stock prices. Yet the stock market is playing out this theme across multiple channels. Defence stocks benefit in the long term from higher government spending, while commodity markets—particularly for steel, copper, aluminum, nickel, titanium, tungsten, and specialty chemicals—must respond to the higher underlying demand. At the same time, fiscal burdens are rising, so capital markets as a whole must distinguish between security-related demand and growing budget risks. The underlying trend is that inflation is rising due to money supply expansion, with necessary interest rate hikes as a further consequence. How should investors reconcile these trends?
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Commented by Stefan Feulner on May 22nd, 2026 | 07:05 CEST
Home Depot, Zefiro Methane, Rheinmetall – Security Boom and Energy Transition Spark New Price Potential
The next major stock market rally could emerge from completely different future markets. While rising defence spending worldwide is triggering a historic investment boom in the defence sector, the fight against methane emissions, fueled by billions in government subsidies, is evolving into a massive growth market. At the same time, falling interest rates and economic stabilization could massively revive the struggling real estate and renovation sectors. Whether in security, environmental technology, or consumer goods, several megatrends are converging, creating an explosive environment with enormous price potential for the coming years.
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Commented by Fabian Lorenz on May 22nd, 2026 | 06:45 CEST
Sell RENK Shares? Buy Standard Lithium or Globex Mining After the Correction?
Commotion at RENK! Major shareholder KNDS has unexpectedly cashed out. The sale of about 5% of RENK shares raised approximately EUR 269 million. Analysts find the reasoning behind the move implausible. Does KNDS perhaps intend to develop fewer land systems in the future? However, experts see no reason to panic. There are clear arguments in favour of buying Globex Mining Enterprises. Following the recent correction, the shares of this resource incubator appear attractively valued. For investors seeking reduced-risk exposure to the highly profitable exploration sector, the stock deserves close attention. The risks of individual explorers is illustrated by the performance of Standard Lithium. While Globex shares have risen 20% this year, Standard Lithium is down roughly 20%. The key question is whether recent news flow can trigger a turnaround.
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Commented by Tarik Dede on May 22nd, 2026 | 06:40 CEST
Tungsten Market: High Tech and Weapons Drive Prices, Bank of America Boosts Almonty Industries!
China's dominance in raw materials, the geopolitical rivalry with the United States, and the conflict in the Persian Gulf are currently reshaping the geopolitical landscape. The West urgently needs to reduce its dependence on China for critical raw materials, although a complete decoupling is unlikely in the foreseeable future. Metals such as tungsten are at the center of this shift, as they are indispensable in the defence industry. This is driven not only by China's market control but also by Europe's ongoing rearmament efforts. Almonty Industries is in pole position in this context. The Canadian company operates one of the world's few large-scale tungsten mines in South Korea and could be among the first to provide relief through more secure supply chains. Analysts at Bank of America have recently reiterated their "Buy" recommendation, as the major growth surge in revenues and earnings is expected to begin only now.
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