Defense
Commented by Carsten Mainitz on November 4th, 2025 | 07:20 CET
Insider knowledge drives share prices: What does Almonty CEO Lewis Black have planned next? Insider purchases at TKMS and Aixtron are causing a stir!
The recent summit meeting between the heads of state of the United States and China ended with a preliminary trade agreement that promises a period of relative stability over the next twelve months. However, the agreements appear to be more symbolic than substantial, with few concrete steps to ease the structural tensions in global trade. One thing is clear: the US and Europe are under pressure to act. Without a decisive strategy to expand alternative production sites and relocate strategic supply chains to Western regions, there is a threat of a geopolitical and economic meltdown in the long term.
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Commented by Stefan Feulner on November 4th, 2025 | 07:15 CET
Rheinmetall, AJN Resources, Shell – Surprise creates upside potential
Despite the predicted correction, the stock markets continue to rush from one high to the next, with few signs of weakness visible so far. AI stocks are identified as the main driver of the stock market boom. However, even outside this bubble, many companies are also surprising with better-than-expected results. While the stock markets do not yet appear ready for a correction, the gold market has seen a significant pullback in recent weeks, which could present an attractive long-term entry opportunity.
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Commented by Fabian Lorenz on November 3rd, 2025 | 07:15 CET
SHAKE-UP at Gerresheimer! BUYING OPPORTUNITY at TKMS and Kobo Resources!
Gold and defense stocks continued their recent pause last week, creating potential opportunities. At TKMS, an insider is buying, and analysts see 25% upside potential. Further gains could be on the horizon, as developments in Canada are promising. Kobo Resources continues to impress with its drilling results. Gold discoveries near surface and at depth provide new arguments for a potential takeover. Perhaps as early as next year? A prospective buyer is already mining gold in the neighborhood. Gerresheimer's stock cannot seem to find stability. Then last week came the major shake-up: the CEO is stepping down, and a familiar face is taking over. How will the stock react?
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Commented by Stefan Feulner on November 3rd, 2025 | 07:00 CET
Albemarle, Almonty Industries, Lynas Rare Earths – The favorites after the trade deal
Last week's meeting between the leaders of the world's two largest economies concluded with a temporary trade agreement, which could provide some calm for at least the next 12 months. However, the points agreed upon remain vague and are unlikely to foster long-term détente. The reality is that the US and Europe must act and expand alternative production facilities in Western countries; otherwise, a shortage of critical raw materials, such as rare earth metals and tungsten, could pose a major risk.
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Commented by Fabian Lorenz on October 31st, 2025 | 07:05 CET
BUYING OPPORTUNITY! Rheinmetall, Almonty, and MP Materials shares consolidate! The situation remains critical!
Shares in the defense and critical metals sectors are currently consolidating, which could present a clear buying opportunity. Analysts continue to see Rheinmetall's fair value at over EUR 2,200, as the long-awaited billion-dollar orders are finally being awarded. In the field of critical metals, investors have used US President Trump's trip to Asia to take profits. However, the trip clearly demonstrated that securing rare earths and other critical metals remains a top priority for the US. Agreements such as those now in place with China and Japan give the US the time it needs to bring its own deposits into production. MP Materials - and, as of this week, Almonty as well - are directly benefiting from this.
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Commented by Nico Popp on October 30th, 2025 | 07:05 CET
Volatus Aerospace announces drone innovation, full order books at Rheinmetall and Hensoldt
Western aircraft along NATO's eastern border are repeatedly forced to intercept Russian planes. Drones, too, are repeatedly invading the airspace. Ukraine knows all too well the danger posed by these unmanned aerial vehicles. There, drones are now even hunting civilians. For NATO, this threat means rearmament – not only with heavy equipment and advanced electronics, but also with drones for a wide range of missions. We shed light on this trend and highlight which stocks could be promising.
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Commented by André Will-Laudien on October 29th, 2025 | 07:45 CET
Caution! Moment of truth for TeamViewer, TKMS, thyssenkrupp, Beyond Meat, and Kobo Resources
The stock market has been very volatile in October. Many market participants had expected a "crash" after the initial downward swings. The definition of such an abrupt downward movement is a minimum decline of at least 25% within just a few trading days. This already happened back in April, when Donald Trump projected his feverish dreams of tariff policy onto the board. Little remains of these announcements, which is why stocks quickly rebounded. Yesterday, Tuesday, the NASDAQ 100 reached a new all-time high of over 26,000 points on massive trading volumes. Fund managers and desperate private investors are pushing more and more money into stocks that have long since ceased to be cheap. What to do now? Good advice remains hard to come by!
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Commented by André Will-Laudien on October 29th, 2025 | 07:35 CET
Record prices and takeover rumors confirmed! Almonty, D-Wave, and Oklo in the spotlight
What could be better than takeover rumors? For weeks, there have been persistent discussions about state participation in companies that support the Western supply chain for critical metals or can secure it in the medium term. Hopes are pinned on the latest developments at rare earth specialist MP Materials. But there is another way! Almonty Industries took the plunge and secured a tungsten project in the US to drive forward its geographical diversification towards the West. Investors are enthusiastic. D-Wave and Oklo are also speculating in the same vein. We provide a little more clarity.
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Commented by Armin Schulz on October 29th, 2025 | 07:20 CET
Get in now: How DroneShield, NEO Battery Materials, and Hensoldt are benefiting from exploding defense budgets
The drone revolution is fundamentally changing warfare and driving defense spending to unprecedented heights. This technological turning point is opening up unique investment opportunities. Analysts are already talking about a supercycle in this area. Those who invest now in the key technologies of tomorrow can benefit from this structural megatrend. Three specialized companies that embody this opportunity are in the spotlight: DroneShield, NEO Battery Materials, and Hensoldt.
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Commented by Fabian Lorenz on October 28th, 2025 | 07:35 CET
DroneShield, TKMS, NEO Battery Materials! MULTIPLIERS AND NEW DISCOVERIES!
Drones, robotics, and defense are currently fueling a rush on stocks like DroneShield and TKMS. NEO Battery Materials is still a hidden gem. The Company develops advanced batteries that last longer and charge faster – ideal for drones, robots, and electric vehicles. Early orders show that commercialization has begun. When will NEO shares react? DroneShield recently impressed with a revenue increase of over 1,000%. Soon, the really big orders could be secured. TKMS, meanwhile, celebrated a successful stock market debut. Now the focus is on the Company's development. Will the next major order come from India?
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