Defense
Commented by Fabian Lorenz on November 13th, 2025 | 07:05 CET
CHAOS at DroneShield! OUT of Hensoldt? New price target for Almonty?
Will Almonty shares soon reach a new all-time high? Analysts recently issued "Buy" recommendations on the tungsten gem, citing potential gains of around 20%. Turnover is expected to exceed CAD 600 million in just a few years, and the latest acquisition should accelerate this growth. Analysts are therefore likely to revise their forecasts upward soon. Hensoldt, on the other hand, disappointed investors. The forecast for the coming years is sobering and is also dragging down the shares of other defense stocks. The super cycle is still a long way off. And DroneShield? Management turmoil is causing chaos, with the share price plunging more than 50%.
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Commented by Fabian Lorenz on November 12th, 2025 | 07:20 CET
GOLD RUSH at Barrick Mining and AJN Resources! Concerns at Rheinmetall?
With the price of gold soaring above USD 4,000 per ounce, the rally in the precious metals sector is gaining fresh momentum. This time, exploration companies should benefit more strongly, with AJN Resources emerging as an exciting candidate. New gold zones have recently been identified, and a new drilling program is set to begin soon. Will the stock take off? Barrick Mining's strong quarterly results are also contributing to the positive mood in the gold sector. Shareholders stand to benefit more from the Company's high cash flows. And what is Rheinmetall doing? Germany's largest defense contractor has released its latest quarterly figures. Shareholders are not cheering. Is there reason for concern?
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Commented by André Will-Laudien on November 12th, 2025 | 07:15 CET
More than 100%? Big Moves in gold and high-tech! Aixtron, Kobo Resources, Lanxess, and DroneShield
The next gold move is just around the corner. After the sharp rises in the third quarter, gold enthusiasts worldwide were already excited, and the USD 5,000 mark seemed a certainty. But things turned out differently: Unsurprisingly, the metal consolidated downward by a full USD 500 over the past three weeks. However, just below USD 3,800, the decline halted, and yesterday it was already climbing back to USD 4,100. The commodity market is still being driven by major uncertainty around the US shutdown and possible upcoming quantitative easing (QE) measures by the Fed. With the US debt ceiling again completely out of control at USD 38.5 trillion, a tangible solution is nowhere in sight. The sharp reduction in the current account deficit has brought little benefit to the US dollar, meaning that precious metals remain highly attractive against the backdrop of rising money supply and interest rates. Where should investors pay attention?
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Commented by Carsten Mainitz on November 12th, 2025 | 07:10 CET
Starting point for the year-end rally! In the fast lane with Almonty Industries and Rheinmetall! What is happening with Hensoldt?
After 41 days, the longest government shutdown in US history, a turnaround seems imminent. In a decisive vote, the US Senate has cleared the way for a transitional budget. The ball now moves to the House of Representatives and will then land on President Donald Trump's desk. Can the breakthrough succeed after weeks of political deadlock? The odds are good. The financial markets are already reacting positively. This could be the spark for the year-end rally!
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Commented by Armin Schulz on November 12th, 2025 | 07:00 CET
NEO Battery Materials: Making companies like Rheinmetall and Mercedes-Benz less dependent on China's battery market
The next wave of the industrial revolution is being driven by high-performance batteries. They are the lifeblood of booming sectors such as electromobility, autonomous drones, and AI-powered factories. Investors who back the companies developing and integrating these advanced energy storage systems are positioning themselves at the forefront of a megatrend worth billions. Battery innovator NEO Battery Materials is therefore increasingly coming into focus. Defense giant Rheinmetall is seeking improved batteries for its drones to enable longer flight times, while car manufacturer Mercedes-Benz is searching for next-generation battery technology that could finally help electric mobility achieve its definitive breakthrough.
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Commented by André Will-Laudien on November 11th, 2025 | 07:15 CET
Finding true value in the stock market! DroneShield, Palantir, and Globex Mining in Focus
Irrationality has become the new norm on the capital markets. While global economic growth has been stuttering for years, tech stocks on the NASDAQ are celebrating daily. Cautious voices are often ridiculed because, according to statistics, they are only proven right every 5 to 7 years. The penultimate sharp correction occurred 7 years ago in the fall of 2018, followed by two more, in 2020 and 2022, triggered by the pandemic and war. Since then, markets have been climbing almost relentlessly. The highly regarded DAX and NASDAQ indices have more than doubled since those corrections. Meanwhile, the Shiller P/E ratio has risen from 18 to 37 – incidentally, it peaked at 40 two weeks ago. Since then, volatility indicators have been reluctant to fall. The nervousness is palpable! We are using this most challenging of investment periods to reflect on what true value really means.
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Commented by André Will-Laudien on November 10th, 2025 | 07:30 CET
Mental mobilization! The EU places orders with Rheinmetall, Hensoldt, Antimony Resources, thyssenkrupp, and TKMS
With Russia stepping up attacks on Ukraine's energy infrastructure, parliamentarians in Brussels are realizing that only swift and decisive action can help close Europe's major security gaps. This means trillions in investments in defense technology and intensified Europe-wide cooperation. There is no room for hesitation or tactical maneuvering; funds must be saved elsewhere in order to protect the continent from potential aggression from the East. Time is short because by 2027, Europe aims to have a credible level of defense readiness. Investors can participate in this trend through carefully selected defense stocks. We cannot make the choice for you — but we do have a few ideas.
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Commented by Nico Popp on November 10th, 2025 | 07:25 CET
Moat investments combine opportunity and stability: Almonty, Anglo American, Dowa Holdings
Investing in successful companies is one thing, but investing in companies that will continue to generate substantial returns for years to come is another. Whenever business models are so robust that competitors have little chance of catching up, investors are presented with enormous long-term opportunities. Today, we present business models that are unique and virtually impossible to replicate, including the technologically advanced tungsten producer Almonty Industries, high-tech innovator Anglo American, and raw materials visionary Dowa Holdings.
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Commented by Armin Schulz on November 6th, 2025 | 07:55 CET
Take advantage of setbacks among industry leaders: A strategic entry into Almonty Industries, Rheinmetall, and D-Wave Quantum
During a phase of global market corrections, which has now also reached the US markets, true investor quality becomes evident. While weak hands see volatility as a threat, strategists recognize it as a valuable opportunity: the chance to position robust companies with clear competitive advantages and long-term growth trajectories at temporarily reduced prices. This pattern of strategic entries following setbacks among industry leaders is currently particularly evident at Almonty Industries, Rheinmetall, and D-Wave Quantum.
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Commented by Fabian Lorenz on November 6th, 2025 | 07:00 CET
Does Germany have a drone problem? Hensoldt, TKMS, Helsing, and NEO Battery Materials!
Drone alerts at German and European airports! At the same time, criticism of Germany's defense policy is growing louder. Is the federal government investing too much in tanks and other heavy equipment and too little in drones and counter-drone systems? This opinion is shared not only by the head of Germany's new drone star, Helsing, but also by several other experts. The situation is quite different in the rest of the world, where demand for drones is rising significantly. NEO Battery Materials is also benefiting from this trend. The Company recently secured an existing factory in South Korea for the production of high-performance batteries, and the first million-dollar orders are already in place. And what is TKMS doing? Its share price has slipped in recent days. Could large orders bring new momentum?
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