Defense
Commented by Carsten Mainitz on October 28th, 2025 | 07:25 CET
Do not miss out! Almonty Industries – Price correction as an opportunity, Gerresheimer and the Damocles Sword of BaFin, TKMS underestimated!
As is well known, there is, of course, no universal rule for stock market success. Successful investors have their own strategies, which often sound very simple at their core. Commodities legend Jim Rogers summed it up with a straightforward formula: investors should simply be aware of supply and demand. Currently, this means that stocks like Almonty Industries rank among the favorites due to the prevailing market conditions. The same applies to defense stocks. But opportunities also exist in stock picking – here, it is worth taking a closer look at the beaten-down Gerresheimer.
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Commented by Fabian Lorenz on October 28th, 2025 | 07:00 CET
A MAJOR DEVELOPMENT IN GOLD! Will Newmont acquire Barrick Mining? Formation Metals and RENK also in focus!
This would be a major shake-up in the gold sector: Could Newmont acquire its longtime rival, Barrick Mining? Media reports suggest that this option is under consideration. Newmont is reported to have its sights set on the joint venture in the US state of Nevada. If the takeover actually goes ahead, it could be the start of a wave of acquisitions in the sector. Among the explorers, Formation Metals is an exciting candidate. The stock reacted yesterday with a jump in price following a successful capital raise. The CEO considers a resource expansion of up to 5 million ounces possible. Beyond gold, defense stocks are also consolidating. Analysts see further downside potential for RENK. Could the share price fall below EUR 60?
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Commented by Stefan Feulner on October 27th, 2025 | 07:05 CET
Hensoldt, Volatus Aerospace, Saab – Promising opportunities in the second line of defense
The defense industry is booming, and order books continue to fill up amid global rearmament. Nevertheless, established companies like Rheinmetall, RENK, and Hensoldt are already ambitiously valued, offering a limited risk-reward ratio. It is worth taking a look at the second tier, where more and more defense startups are coming to the fore and are likely poised to outperform the big players in the near future.
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Commented by Armin Schulz on October 24th, 2025 | 07:05 CEST
How to benefit from the defense boom: The strategies of Rheinmetall, Volatus Aerospace, and DroneShield
Germany's security architecture is undergoing historic change. With a record budget of over EUR 86 billion, the defense industry is becoming the most innovative economic driver. It is advancing future technologies such as AI and drone defense, thereby generating unprecedented growth momentum. A lucrative market is emerging at the intersection of strategic necessity and technological progress. Three companies are defining this new era: defense giant Rheinmetall, airspace specialist Volatus Aerospace, and defense technology pioneer DroneShield.
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Commented by Fabian Lorenz on October 24th, 2025 | 07:00 CEST
CRASH vs. BUYING OPPORTUNITY? Hensoldt, Standard Lithium and Antimony Resources stock review
What is going on at Standard Lithium? The highflyer of recent months saw its stock plunge by as much as 20% this week. What is behind the crash, and is now a good time to buy? Antimony Resources is a newcomer to the commodities boom. Antimony is gaining importance in the defense and semiconductor industries, and the market is largely controlled by China. Antimony has an exciting project in Canada, and its stock is anything but expensive. Hensoldt, on the other hand, is costly. To justify this, the Company's order backlog needs to grow significantly. The next opportunity for Hensoldt to convince investors will come soon.
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Commented by Nico Popp on October 23rd, 2025 | 07:20 CEST
Next DRONE BOOST ahead: NEO Battery Materials, Kratos Defense, AeroVironment
Drones have become indispensable in modern warfare. That much is now clear. NATO and EU countries are therefore pooling considerable resources for unmanned systems: this year, NATO allies decided to increase defense spending to a total of 5% of economic output. Germany alone announced that it would invest EUR 10 billion in drones of all kinds in the coming years. These massive investments underscore that there is no way around drones. To ensure the supply of high-performance drones, battery technology is increasingly coming into focus. China dominates this field and has recently restricted military exports. The up-and-coming Canadian company NEO Battery Materials is closing the gap.
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Commented by André Will-Laudien on October 23rd, 2025 | 07:15 CEST
Defense and metals in correction! Enter now with a 100% chance at Almonty, thyssenkrupp, TKMS, Hensoldt, and Mutares
That happened fast. After a temporary surge in defense and metal stocks, investors are taking profits. This is understandable, as some stocks, such as Almonty Industries, had risen by over 1,000% in just 10 months. Now it is time to let the market settle and, with renewed confidence, return to the most sought-after sectors of 2025. Of course, it is recommended to diversify across many regions and sectors, such as AI, high-tech, or precious metals, to keep portfolio volatility low. Here are a few examples that have gained relevance in recent days.
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Commented by Armin Schulz on October 23rd, 2025 | 07:05 CEST
Volatus Aerospace: From technology pioneer to key partner for defense and industry
The drone industry is undergoing radical change. What was considered niche technology not so long ago has rapidly developed into an indispensable component for security and infrastructure. Volatus Aerospace is now setting the course amid this transformation. The Company is serious about making the transition from innovative technology supplier to established system partner alongside its customers. The Canadian company is capitalizing on current market developments with remarkable precision and systematically expanding its position. For investors, this presents the image of a company that is setting the right course at precisely the right time.
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Commented by Fabian Lorenz on October 23rd, 2025 | 07:00 CEST
Will GOLD explode to USD 10,000? Opportunities in defense? Barrick Mining, RENK, and Kobo Resources!
Get out of gold - or buy more? According to the world's most famous banker, the rally in precious metals is far from over. Jamie Dimon believes USD 10,000 per troy ounce is possible. In line with this, there are interesting rumors coming out of Africa regarding heavyweight Barrick Mining. Explorers such as Kobo Resources offer leveraged exposure to the gold price. The Company is active in one of Africa's most stable and promising regions, and the gold gem's stock has recently been listed on a German stock exchange. Defense stocks have also corrected recently. Here, too, analysts see buying opportunities. RENK has potential for a 30% gain. The transmission specialist has announced a million-dollar order.
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Commented by Carsten Mainitz on October 22nd, 2025 | 07:25 CEST
The stock market success stories Almonty Industries, TKMS, and Steyr Motors are opening a new chapter - and it is still not too late to get in!
The trade conflict between the US and China is intensifying and reaching a new strategic dimension. Beijing is deliberately restricting exports of critical raw materials and rare earths that are indispensable for high-tech industries, defense, and the energy transition. Western industries are coming under pressure, security of supply is faltering, and prices are rising. Meanwhile, the beneficiaries of this situation, such as producers of critical raw materials, are experiencing a boom. What happens next, and what does the stock market newcomer TKMS have to do with it?
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