Defense
Commented by Fabian Lorenz on December 11th, 2025 | 07:15 CET
DO NOT PANIC! Almonty, Standard Lithium, and DroneShield
Commodity gem Almonty experienced a significant price setback on Tuesday. But yesterday's recovery shows that there is no reason to panic. The Company is on its way to becoming a tungsten superpower. CEO Lewis Black left no doubt about this during his latest presentation to investors. According to him, the tungsten spot price could rise to USD 1,000 per MTU. Analysts expect significantly less, and Almonty is already achieving strong margins at USD 300. The fact that investors can react very sensitively after massive price gains was demonstrated by DroneShield's stock. But now the recovery rally is underway. Things are also happening at Standard Lithium. The Americans appear to be well on their way to securing billions of USD for the construction of their first lithium mine.
Read
Commented by Carsten Mainitz on December 10th, 2025 | 07:15 CET
What is going on? Sharp price swings for Almonty Industries, Klöckner & Co., and RENK!
Negotiations to end the war between Russia and Ukraine are dragging on. The 28-point plan originally drafted by the US government has now been reduced to 20 points and is to be presented to Ukraine. In general, skeptical voices are growing louder, with many not expecting an agreement to be reached anytime soon. Against this backdrop, defense stocks such as Rheinmetall and RENK are rising. Equally exciting is Almonty Industries, a Canadian manufacturer of the critical metal tungsten, which is also in high demand in the defense industry. Recently, the stock fell significantly to an attractive price level.
Read
Commented by Fabian Lorenz on December 10th, 2025 | 07:00 CET
Defense stocks are RISING! The US is leaving Europe on its own! Rheinmetall, Hensoldt, and Antimony Resources!
Investors are once again snapping up defense stocks. On the one hand, peace in Ukraine seems unlikely in the foreseeable future. On the other hand, Europe can no longer rely on the US. Rheinmetall and Hensoldt are therefore in high demand. The shares of both companies have gained ground in recent days and have received additional tailwind from orders. Defense companies such as Rheinmetall and Hensoldt would likely face major problems without antimony. Nevertheless, this critical metal is relatively unknown among investors. Here, too, China determines supply. This makes Antimony Resources interesting for investors. After strong share price gains, the stock has recently consolidated. This offers an entry opportunity before the first resource estimate is published shortly.
Read
Commented by André Will-Laudien on December 9th, 2025 | 07:20 CET
Gold rush 2026: Position yourself quickly! Keep an eye on Barrick, B2Gold, Desert Gold, and DroneShield!
Who would have thought it? Gold and silver are the clear winners among defensive assets in the 2025 investment year. Protection against inflation, geopolitical risks, and fiscal-policy uncertainty has made precious metals shine, which, despite all the doom and gloom from tech stock market traders, were able to generate high double-digit returns of 57% and 82%, respectively. Of course, a 10% drop in the US dollar is weighing on returns in euros, but there is still a nice profit left in the account. Gold and silver mining stocks and, selectively, some explorers performed even better. In today's peer group, we turn our attention to the African continent, where important changes in the regulatory and economic environment could transform local producers into potential cash machines in 2026.
Read
Commented by Fabian Lorenz on December 8th, 2025 | 07:15 CET
RENK better than HENSOLDT? Risk at NOVO NORDISK! Billion-dollar opportunity with RZOLV Technologies!?
Is RENK's stock better than Hensoldt's? That is what analysts are saying. According to them, the transmission specialist is attractively valued at the current level. Hensoldt, on the other hand, is having problems converting its order backlog into revenue growth, leading to a significant reduction in its price target. In contrast, RZOLV Technologies shares have enormous upside potential. The Company aims to replace a toxic chemical used in gold extraction, thereby opening up a billion-dollar market. Development is nearly complete, and patents have been filed. In just a few months, RZOLV could become a hot takeover candidate. Meanwhile, takeovers currently appear to be a way for Novo Nordisk to replenish its drug pipeline, with the Danish company taking risks worth billions - Pfizer, take note.
Read
Commented by André Will-Laudien on December 8th, 2025 | 07:05 CET
The high flyers of 2026: who will lead the next rally? Almonty, Rheinmetall, BYD, and Mercedes-Benz in focus
As the year draws to a close, investors are already thinking about the next investment year. This is understandable, as hardly any other period in history has brought as much return as the past year. AI, defense, and high-tech stocks led the way, with some even reaching 1,000% in individual cases. However, the price trends also show that stocks that have performed well will eventually enter a consolidation phase. In the case of Almonty, the share price rose tenfold, and even after the correction, it was still up almost 700% at the beginning of December. In addition to fundamental data, timing also plays a decisive role in success. We are thinking about the coming year. Will the old favorites also be the new winners?
Read
Commented by Nico Popp on December 8th, 2025 | 07:00 CET
Even in times of peace, these defense stocks have a future: NEO Battery Materials, Hensoldt, DroneShield
There is a lot at stake for Ukraine these days: Will there be a dictated peace, will the war continue, or is a long-term viable solution in sight after all? Some defense stocks have fallen in recent weeks. However, regardless of the current peace negotiations, it looks as if Europe in particular will have to invest heavily in military capabilities in the coming years. We explain why and present some exciting stocks.
Read
Commented by André Will-Laudien on December 5th, 2025 | 06:55 CET
Super Rally 2026 – Who will climb to the top of the yield Olympus? Nel ASA, Plug Power, RE Royalties, mutares, or Steyr?
At the end of the year, it makes sense to rethink some stories. After an exuberant boom year in 2025, selecting new "top performers" is becoming increasingly difficult. Defense appears to have run out of steam. Nvidia, a representative of the AI sector, has been hovering around USD 180 for the past three months, investors' favorite Palantir is settling in at the USD 170 mark, and even the flagship indices DAX and NASDAQ have been moving only up or down by around 1,000 points for weeks. Get out of stocks? That would be logical, but we know that selling only happens when the cannons start firing! We take a look at some stocks that caused quite a stir in 2025. What will happen next?
Read
Commented by Armin Schulz on December 4th, 2025 | 07:20 CET
Take advantage of the panic: Why buy Rheinmetall, Almonty Industries, and DroneShield now?
A sharp drop in share prices is shaking the defense industry. Triggered by short-term hopes for peace, the markets are ignoring the unchanged robust fundamentals: bulging order books and rising global defense budgets. This discrepancy opens up strategic entry opportunities. Three key companies, artillery and vehicle manufacturer Rheinmetall, critical raw materials supplier Almonty Industries, and drone defense specialist DroneShield, are in focus and stand to benefit from sustained demand.
Read
Commented by André Will-Laudien on December 3rd, 2025 | 07:30 CET
Gold, drones, and specialty glass! Just like that, 200% gains out of nowhere with DroneShield, AJN Resources, and Gerresheimer
The stock market is showing its volatile side. While AI, defense, and tech stocks are consolidating, gold and silver are skyrocketing. Sector rotation is therefore in full swing at the end of the year. It is time to take a closer look at some notable movements, because every bull and bear market contains the seeds of the next reversal. DroneShield up 1,000% and then down 75%, AJN Resources suddenly up 200% from a standing start, and Gerresheimer, a fallen angel down 60%, a battered member of the German SME sector. We take a closer look at these stocks – where is it worth taking action?
Read