Defense
Commented by Nico Popp on March 19th, 2026 | 07:45 CET
Modern Warfare: Can Volatus Aerospace Compete with Industry Leaders Rheinmetall and DroneShield?
The defense industry has been booming for years - that is hardly news anymore. In 2025, global defense spending reached USD 2.63 trillion. In their latest studies, analysts at Forecast International predict that this annual spending will rise slightly by the end of 2026 and reach USD 2.9 trillion by the end of the decade. At the NATO summit in The Hague in 2025, the Allies committed to increasing their defense spending to 5% of gross domestic product by 2035, with 1.5% specifically earmarked for innovation. In a report, McKinsey highlights the shift from platform-centric hardware toward software-defined warfare and cost-effective, replaceable mass-produced systems. While industry giants like Rheinmetall still rely heavily on traditional defense equipment, DroneShield is addressing the growing niche of drone defense. Volatus Aerospace is leveraging its long-standing civilian expertise with drones and is coming into focus as a supplier to NATO forces.
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Commented by Fabian Lorenz on March 18th, 2026 | 07:30 CET
The Stock for the Drone Supercycle: Volatus Aerospace with Strong News Flow
Iranian drones continue to keep the Middle East, and thus the global economy, on edge. Neither cities like Dubai nor oil fields in Saudi Arabia nor airports like those in Qatar are safe, despite massive defense budgets. Unmanned aerial vehicles, which can be produced relatively cheaply and are difficult to counter, are becoming a central factor in modern conflicts. Billions must be invested worldwide. Volatus Aerospace has been active in this future market from the very beginning. The Canadian company has established a broad presence in the field of unmanned aerial systems, with solutions for both military and civilian applications. The company has impressed with a veritable barrage of news in recent weeks. The stock likely still has significant upside potential.
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Commented by André Will-Laudien on March 18th, 2026 | 07:20 CET
200% Stock Surge: The Battle for Dominance in Critical Metals with Antimony Resources
It is remarkable how quickly critical metal shortages can translate into stock gains! Antimony Resources (ATMY | CA0369271014) stock soared from EUR 0.33 to EUR 1.00 within three months - a clean triple! The backdrop for this development likely lies in the multitude of geopolitical conflicts, as they require the use of extensive technology and military equipment. Here, the raw material antimony is at the top of procurement lists. In addition to all kinds of defense technology, the metal is also needed in data centers. Server racks contain kilograms of antimony-containing, flame-retardant cable sheathing. The solar industry also uses sodium antimonate, and complex specialty alloys benefit from the material properties of this flame-retardant element. What is next for Antimony Resources?
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Commented by André Will-Laudien on March 18th, 2026 | 07:05 CET
Drone Warfare Reshapes NATO Priorities: Airbus, DroneShield, and NEO Battery Materials in Focus
Things are not progressing as quickly as the US president had hoped with the "Iran special operation." Airstrikes against Iran began in early March, and since then, markets have been fluctuating wildly, almost hourly. Even though the destruction of Iran's nuclear programs is widely welcomed, a new oil and gas shortage is emerging for Western economies, as around 20% of daily production is transported through the Strait of Hormuz, a route also used by container ships. Investors must therefore once again contend with a new supply constraint that is shaking global supply chains. In highly specialized industries, "just-in-time" production thus becomes a gamble. Defense and military stocks are once again in focus, but due to the enormous challenges posed by constantly evolving conflict zones, specialists in energy storage and electrical infrastructure are also moving into the spotlight. A healthy mix of all these sectors could even generate gains in times like these.
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Commented by Mario Hose on March 18th, 2026 | 07:00 CET
Tungsten Power from Sangdong: Almonty's Path to Greater Western Independence in Critical Raw Materials
Tungsten is crucial to the security of modern defense systems and the future of high technology. This raw material is a strategic key where China has held almost all the cards until now. But with the commissioning of the legendary Sangdong mine in South Korea, Almonty Industries has now opened a new chapter in industrial history. After more than 30 years of inactivity, ore is once again flowing from one of the richest deposits on Earth. This project means far more than just mining and tungsten extraction. It marks the beginning of independence and the establishment of a strategic alliance with the West. The enormous market potential is prompting analysts to raise their price targets and making Almonty the new lifeline for Western industries. It is the success story of an impressive company that has permanently shifted, and continues to shift, the global balance of power in the raw materials sector.
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Commented by Armin Schulz on March 17th, 2026 | 07:30 CET
80% Margins from SKYDRA: Why Volatus Aerospace Is More Than a Drone Manufacturer
CAD 81.8 billion is a figure that immediately grabs attention. With this amount, the Canadian government has not simply increased its budget, but has laid out a new industrial framework for the country's defense policy. The old rules of procurement no longer apply. In recent years, Canadian defense companies have faced protracted decision-making processes, years-long procurement cycles, and a significant portion of the hoped-for budget flowing overseas. The new Defense Industrial Strategy is no ordinary policy document. It is a clear commitment to a "Build in Canada" philosophy. In the future, 70% of procurement spending is to go to domestic companies. At the same time, unmanned systems and autonomous technologies are officially declared "core sovereign capabilities." This sector, in which Volatus Aerospace is well-positioned, is granted strategic status and will be prioritized in the future.
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Commented by Fabian Lorenz on March 17th, 2026 | 07:25 CET
Trump Threatens to Withdraw from NATO! Hensoldt, SAP, Avrupa Minerals: Stocks for a Strong Europe!
Donald Trump's latest threats against NATO, if the alliance fails to support him in Iran, highlight Europe's dependence on the US and China. Europe must finally invest consistently in its own capacity to act: in raw materials, the digital economy, defense, and much more. An important signal is now coming from Spain. Madrid is allocating over EUR 400 million for critical raw materials, making it clear that economic and military sovereignty begins with the raw materials base. Europe's actions are also creating investment opportunities. Can Hensoldt, SAP, and Avrupa Minerals benefit from this?
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Commented by Stefan Feulner on March 17th, 2026 | 07:15 CET
Antimony Resources: Geopolitics Is Driving Antimony Prices
Antimony is increasingly becoming a geopolitically important commodity. China dominates production, and export restrictions have already caused prices to rise sharply. At the same time, demand is growing from the defense, technology, and energy sectors. With the Bald Hill project, Antimony Resources is developing a potentially significant source of antimony for North America. New discoveries and high-grade drill results suggest that the project could have significantly greater potential than previously assumed.
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Commented by Fabian Lorenz on March 17th, 2026 | 07:10 CET
Over 100% in an epic tungsten rally! Revenue and profits are exploding at Almonty Industries!
Is tungsten the new precious metal? In terms of price performance, this critical raw material is easily outshining gold and silver. The price of the metal - coveted by governments, defense contractors, tech companies, and many others - has surged by more than 100% this year alone. Prices have now climbed to over USD 2,200 per MTU, compared to below USD 400 a year ago. The biggest beneficiary of this epic rally is Almonty Industries. The tungsten producer invested early in new mines and is now ramping up production. With the new mine in South Korea, the company will soon be able to cover around 40% of global demand outside of China. The company released an update yesterday, and analysts expect a surge in both revenue and profits.
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Commented by Mario Hose on March 17th, 2026 | 07:05 CET
Security, Defense, and Power: How Rheinmetall, DroneShield, and NEO Battery Materials Are Revolutionizing Defense Logistics
The geopolitical tensions of recent years have brought a fundamental truth to light. Security is not just a matter of tanks and soldiers, but increasingly a race for technological superiority. While established, large companies like Rheinmetall are securing record orders and DroneShield is trying to secure the skies above our heads, a third player is quietly moving into the center of power: NEO Battery Materials. Today, it is no longer just about who builds the best drone, but also about who keeps it in the air the longest and most efficiently. In a world where conflicts like those in Iran or Ukraine are decided by autonomous systems, traditional armaments and state-of-the-art battery technology are merging into a single entity. We take a look behind the scenes of an industry that offers completely new opportunities for investors right now.
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