Defense
Commented by Mario Hose on March 9th, 2026 | 07:00 CET
Antimony Resources: The defense industry cannot do without antimony!
The situation in the Middle East continues to keep the world in suspense. The war in Iran has shaken global markets and once again shown how vulnerable our supply chains really are. Amid this turmoil, a raw material that has long been of little interest to anyone is increasingly coming into the spotlight: antimony. Without this metal, essential parts of the defense industry and modern energy supply would come to a standstill. This is exactly where Canadian company Antimony Resources Corp. comes in, with its Bald Hill project in New Brunswick. The stock has already doubled in 2026, but this could be just the beginning. Antimony Resources is a name every investor should keep on their radar.
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Commented by Fabian Lorenz on March 6th, 2026 | 07:35 CET
900% price increase and only a P/E ratio of 10! Rheinmetall, Hensoldt, and Almonty Industries in focus
Can a stock still be cheap after a 900% increase in 12 months? Looking at the current analyst estimates for Almonty Industries, the answer is "yes." Analysts are therefore raising their price target significantly and recommending the tungsten producer as a "Buy". They expect revenue and profits to explode starting this year. In contrast, investors in Rheinmetall and Hensoldt are slowly losing faith in the supercycle. Both stocks are languishing this year. Even the war in the Middle East is unable to give defense stocks a boost. Yet Rheinmetall has exactly the products in its portfolio that are so urgently needed: relatively inexpensive drone defense systems. The US is slowly running out of expensive interceptor missiles. Hensoldt recently reported a record order backlog, but investors are disappointed with revenue and profit growth. Could a takeover provide new momentum for the stock?
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Commented by Armin Schulz on March 6th, 2026 | 07:30 CET
Billion-Dollar Opportunity from the NDAA: NEO Battery Materials benefits from the US shift away from Chinese supply chains
In the world of battery startups, the path from promising laboratory formula to a delivered product is fraught with pitfalls. Technology promises fizzle out, production ramp-ups stall, and customers walk away. It is a business where confidence can quickly evaporate. This makes the development of a Canadian company based in Toronto over the past few months all the more remarkable. NEO Battery Materials appears to be systematically working through the usual list of pitfalls, gradually turning its research results into tangible substance. Anyone following the latest announcements can see that management is pursuing a clear strategy while steadily reducing the risk for shareholders.
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Commented by André Will-Laudien on March 6th, 2026 | 07:15 CET
The clock strikes 13 – Iran is firing from all barrels! Investors are betting on Antimony Resources
Who would have thought it? US President Donald Trump is tackling the Iran issue together with Israel. It was long clear to experts that the Islamic world would not take kindly to this. Now there is speculation about how much military equipment is available on both sides to bring the supposed enemy to its knees. For investors, as for all bystanders, this is a humanitarian nightmare, yet military strategists think differently. They think in terms of supplies, production, and procurement. That the already scarce resources of recent months are being pushed through the supply chain once again is normal in such an environment. Since Monday, there have been three oil price shocks in a row. In addition to oil, investors should also keep an eye on strategic metals, especially antimony. The Canadian company Antimony Resources has seen a 100% increase since the turn of the year. Is there room for more?
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Commented by Fabian Lorenz on March 5th, 2026 | 09:50 CET
The US with "unlimited" ammunition? Hardly! Antimony Resources is the next critical-metals high-flyer!
Does the US have "unlimited" ammunition? That is what US President Donald Trump and his Defense Secretary Pete Hegseth suggested yesterday. However, they are likely to fail in the face of physical reality. Even if US arms manufacturers could produce ammunition as quickly as it is consumed, they would likely fail due to a lack of raw materials. For example, the supply of antimony is effectively dominated by China and Russia. The US is working intensively to secure its own supply, but this will take time. This is where companies like Antimony Resources come into play. The company is currently developing what is perhaps the most exciting antimony project in North America. It is likely only a matter of time before the stock reaches new highs, as the news flow appears highly promising.
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Commented by Fabian Lorenz on March 5th, 2026 | 07:20 CET
Iran's drones are unstoppable! Volatus Aerospace poised for massive growth!
Images of burning buildings in Dubai, Qatar, and Riyadh are circulating worldwide. With relatively inexpensive drones, Iran is demonstrating just how vulnerable even heavily armed states and major cities are: nothing seems safe – neither military bases nor consulates, neither infrastructure nor residential buildings. While the war in Ukraine has long shown the dominance of unmanned systems, many regions still lack adequate drone defense. This is precisely where Volatus Aerospace comes into play. The Canadian drone specialist is entering the drone defense market while its core business continues to boom - and the stock is on the move again.
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Commented by André Will-Laudien on March 4th, 2026 | 07:35 CET
High volatility, electrifying opportunities! Stellantis, NEO Battery Materials, and DroneShield on the move
A drop of 1,000 points in the DAX, now that is quite something. It is not surprising that some stocks are no longer stable, but it also shows the relative stability compared to larger volatility swings. Experts refer to this relative market risk as the beta factor. The lower this value, the more stable the stock. In a vulnerable environment of geopolitical upheaval, the impact of operational announcements is also noteworthy. Stellantis, for example, took a 25% hit on less-than-good news of a restructuring, while DroneShield is seeing strong gains due to a collaboration with the Australian Department of Defense. NEO Battery Materials is making steady progress in measurable and scalable ways, and capacities are now being adjusted to handle potential defense orders in the medium term. Extremely exciting!
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Commented by Armin Schulz on March 4th, 2026 | 07:30 CET
Antimony Resources: 10,000 m of drilling, CAD 7 million in cash, USD 3 billion in raw material potential – Why this stock is hot
While the global commodities world is fixated on the price development of copper, gold, and tungsten, a revolution is taking place on a completely different front. Antimony, classified as a critical raw material by both the EU and the US, has become a geopolitical bargaining chip and thus one of the most exciting investment opportunities of the coming years. In this environment, a small Canadian company is making headway. Antimony Resources is developing one of North America's most promising antimony deposits at its Bald Hill project in New Brunswick. A new zone was recently discovered during construction work, while work on the first resource estimate is ongoing. Measured by its potential, the current market valuation appears more than moderate.
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Commented by Armin Schulz on March 4th, 2026 | 07:20 CET
The Iran War is driving the war economy – Almonty Industries, Rheinmetall, and the RENK Group under scrutiny
The Iran war is causing oil prices to skyrocket, supply chains to break down, and the global order to falter. While shockwaves are rippling through the energy markets, a contrary movement is emerging on the stock market. Investors are flocking to the winners of this new era. Not only is demand for state-of-the-art defense technology being reignited, but the battle for strategic raw materials such as tungsten, which is essential for armor and guided missiles, has also flared up again. In this environment, three companies at the heart of this development are coming into focus: tungsten supplier Almonty Industries, systems giant Rheinmetall, and drive specialist RENK Group.
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Commented by Fabian Lorenz on March 3rd, 2026 | 07:45 CET
Drones over Dubai! NEO Battery Materials is the hidden gem for the drone supercycle and more!
Current developments in the Middle East are showing the world, with depressing clarity, how much warfare has changed. Images over the weekend from Dubai, Qatar, and other major cities demonstrate the destructive potential of drones - precise, difficult to defend against, and often deployed with comparatively limited resources. It is evident that drones will not only dominate future battlefields but will also take on an increasing range of civilian applications. Still considered a hidden gem in the emerging drone supercycle is NEO Battery Materials. In South Korea, the company produces high-performance batteries for drones, robots, and electric mobility. In terms of performance metrics, it claims to outperform Chinese competitors significantly.
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