Defense
Commented by Juliane Zielonka on March 20th, 2025 | 07:10 CET
Steyr Motors, dynaCERT, and NEL – Growth drivers in defense and greentech
Investors love companies that impress with fresh ideas and strong growth. In the greentech and defense sectors, three players are in focus: Steyr Motors AG is convincing in its 2024 annual report with a 9.2% increase in revenue. The defense sector is booming, and the Austrian company's expansion into Asia is making it a global player. A revenue jump of at least 40% is even expected for 2025. The Canadian greentech company dynaCERT is making waves with its HydraGEN™ technology. It is particularly attracting attention in Canada's oil and gas industry because it upgrades heavy-duty diesel engines with hydrogen technology, making it the ideal bridging technology. A new major order for over 140 units proves how dynaCERT combines innovation, efficiency, and ESG goals. Nel is cooperating with SAMSUNG E&A in the hydrogen sector: SAMSUNG is integrating Nel's electrolysers into its hydrogen plants and acquiring 10% of the shares. Three companies, three paths – what opportunities could arise for your portfolio?
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Commented by Fabian Lorenz on March 20th, 2025 | 07:00 CET
TAKEOVER WAVE in ARMAMENTS and LITHIUM? Hensoldt, Standard Lithium, and BMW partner European Lithium
Is a takeover wave coming after the stock surge in the defense sector? Hensoldt's CEO has spoken out in favor of a consolidation of the industry in Europe. He plans to actively shape this process while also hiring thousands of new employees. At the same time, analysts advise selling Hensoldt shares. The share of European Lithium, on the other hand, is recommended for purchase. The Company is supporting BMW in its "Neue Klasse" and thus in the fight against competitors such as BYD. Trading has been suspended for days due to pending drilling results. There is also something going on at Standard Lithium in the US. Is the white gold on the verge of a comeback?
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Commented by Mario Hose on March 18th, 2025 | 14:10 CET
Almonty, Rheinmetall, Steyr Motors: Why defense stocks are exploding now!
The world is entering a new geopolitical era: armament and defense production have top priority. Countries are effectively investing unlimited sums into their defense industries, which means gigantic opportunities for investors! Those who are positioned correctly now can benefit from price increases that are rarely seen, even in the most dynamic tech sectors. One example? The stock of Steyr Motors AG: Just a month ago, it was still available for EUR 14.80. This morning, it exploded on Tradegate to up to EUR 426.00 – an incredible price increase of 2,778%!
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Commented by Fabian Lorenz on March 18th, 2025 | 07:10 CET
Another 200% price gain with Renk, thyssenkrupp or Almonty Industries?
Defense stocks are off to a strong start in the new trading week, with price targets continuing to rise. However, Rheinmetall and Co. seem to have run a little hot. It is worth taking a look at the second tier or along the value chain. Almonty Industries, for example, offers a buying opportunity with a single-digit P/E ratio and, according to analysts, an upside potential of over 200%. The tungsten producer is on the brink of a golden era. Its raw material is not only used in the latest generation of anti-aircraft ammunition but is also essential for countless products in the military and civilian sectors. As a result, the world's largest producer, China, is increasingly using export restrictions as a "weapon". thyssenkrupp has also been able to benefit from its defense division in recent weeks. The IPO is taking shape, and the government may purchase shares. And what is Renk doing? The transmission manufacturer has reported a major order in the US, and the target price is rising sharply.
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Commented by André Will-Laudien on March 13th, 2025 | 06:55 CET
NASDAQ crash, inflation, and price shocks – Gold protects! Golden Cariboo, TUI, Lufthansa, and Carnival
Just three weeks ago, euphoria reigned on the markets, with the DAX, NASDAQ and EURO STOXX reaching new heights – now the tech rally seems to be over for the time being. Germany has voted, and a grand coalition must now take charge of the current issues. However, the challenges remain formidable, and exploratory talks are proving correspondingly tricky. It remains to be seen whether a new government will be formed soon. Donald Trump is taking a unique path in the US and is alienating all former allies. He has boldly taken up the cause of resolving the Ukraine conflict – but so far nothing has happened! China is reporting a slump in exports, while in Europe, the debt ceiling is to be relaxed in order to overcome the tough transformation of the modern age. Infrastructure has been neglected for too long, digitization is in its infancy, and now there is a dramatic need for rearmament. This smells like more debt, higher prices, and further currency devaluation - a fertile ground for gold investments, as the precious metal recently reached a new high of USD 2,950 while everything else is falling. What happens next?
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Commented by Fabian Lorenz on March 12th, 2025 | 06:50 CET
AGAINST THE SELLOFF: Renk "reloading", Barrick Gold positive, Desert Gold share set to multiply?
Safe havens like gold and armaments? Although the gold price was initially unable to benefit from Monday's selloff, buy recommendations are piling up in the sector. Analysts believe that Desert Gold's share price could multiply. Currently, the stock is still valued using a worst-case scenario, even though the reality in West Africa has improved significantly. Barrick Gold is also benefiting from this, with UBS recommending buying and expecting gold production to increase. Could an acquisition of Desert Gold play a part in this? Despite the massive price increases in recent weeks, defense stocks are holding up well in the selloff. For Renk, analysts are raising the price target, suggesting that the stock could rise further.
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Commented by Armin Schulz on March 11th, 2025 | 07:00 CET
Renk Group, Almonty Industries, Hensoldt – NATO calls for an arms race!
In a world where geopolitical fires are shaking the global security architecture, an industrial arms race is forming behind the scenes. While NATO Secretary General Mark Rutte this week once again emphasized the "urgent need" for accelerated arms production – from drones to satellites – European states are setting record sums in motion: Germany is loosening its debt brake for a EUR 500-billion special fund, and the EU is planning military loans of 150 billion. But who will benefit if Europe wants to reduce not only its defense budgets but also its dependence on US arms deliveries? Three companies are in the spotlight whose stocks have long been surfing in the wake of the arms race. Where is it worth getting in?
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Commented by André Will-Laudien on March 10th, 2025 | 08:10 CET
Attention: IPO fever, now it's really starting! Hensoldt, Power Metallic, Renk, and thyssenkrupp
Before the election and after the election. At the beginning of the year, there was still a fight over the debt brake, but with the US pulling out of Ukraine aid, it seems that anything goes. Last week, in addition to an ECB interest rate cut, an EUR 800 billion package for armaments and infrastructure was proposed. This caused the DAX 40 index to surge, especially defense and construction stocks, which gained an average of 30%. Hensoldt and thyssenkrupp even made a giant leap upwards. The new all-time high for the index is now 23,475 points. Could there be an IPO from Essen soon? The probability for TKMS is increasing. However, it remains to be seen whether the significant premiums are sustainable; on Friday, there were initial sell-offs. Our specialty title, Power Metallic (formerly Power Nickel), continued to rise. We are looking into the crystal ball.
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Commented by Armin Schulz on March 10th, 2025 | 07:55 CET
thyssenkrupp, Globex Mining, Super Micro Computer – Defense, critical raw materials, and the AI boom drive profits
As the world moves towards a new era of tariffs, resource wars, and technology hegemony in 2025, there are three companies that can profit from the current hot topics. The EU has not only expanded its list of critical raw materials but has also announced billion-euro investments in domestic supply chains. This shows how important access to critical raw materials is for keeping one's economy running. Thyssenkrupp is taking advantage of the demand for high-security technology for maritime projects, Globex Mining is controlling key raw materials for high-tech projects and decarbonization, and Super Micro Computer is cooling the servers that are making the AI boom possible in the first place.
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Commented by Fabian Lorenz on March 7th, 2025 | 06:55 CET
100% RALLY! And now? Renk, Salzgitter, and AppLovin partner MiMedia
Can it continue to go up after a 100% rally? There is a lot to suggest that the still largely unknown MiMedia stock could keep going. The cloud pearl is on the verge of a revenue leap and is relying on AppLovin to monetize its cloud services – itself an AI highflyer but now overvalued. MiMedia, on the other hand, wants to start scaling in the current year. Salzgitter caused a stir on Wednesday with a share price jump of over 15%. Even though profits were taken yesterday, analysts see further upside potential for the stock. Could a revaluation be possible? There are good reasons for profit-taking after Renk's 10% rally this year, but the stock wants to keep rising. Deutsche Bank recommends buying, but there is a big catch.
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