Defense
Commented by André Will-Laudien on May 13th, 2026 | 07:10 CEST
The winners of the defence sector: Volatus Aerospace and DroneShield — While Rheinmetall, RENK, and TKMS are left behind
Following the explosive rise in share prices of many traditional defence stocks, technical warning signs are mounting in the defence sector. Stocks such as Rheinmetall, RENK, and TKMS are now trading, in some cases, well below their long-term trend lines, while momentum indicators like MACD, RSI, and Stochastics continue to signal a need for correction. At the same time, institutional investors are increasingly shifting their focus from heavy armaments to technology-based defence solutions centred on drone defence, reconnaissance, and autonomous systems. This is precisely where Volatus Aerospace and DroneShield come in, entering a structurally growing market with scalable platforms, AI-driven sensor technology, and rising demand from military and security circles. Over a three-month period, both stocks remain firmly in positive territory, while traditional defence stocks are now failing to meet investors' high expectations and must face up to fundamental realities. The capital market is thus increasingly distinguishing between cyclical defence speculation and long-term, disruptive autonomous systems and intelligent defence technologies, with clear advantages for the specialists of the next generation of security.
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Commented by Nico Popp on May 13th, 2026 | 07:05 CEST
What the quarterly results show: Almonty becomes the tungsten backbone of the West – support from Bank of America and Lockheed Martin
Without control over critical minerals, there can be no security or economic resilience. This simple equation captures the current situation facing the US. Tungsten, the metal with the highest melting point of all elements and a density comparable to that of gold, is at the center of this development. Long considered a niche metal, tungsten has become a strategic bottleneck due to geopolitical tensions and the large-scale expansion of defence capabilities. In many industrial, defence, and high-tech applications, this unique heavy metal is indispensable. This week, Almonty released its first quarterly results since the start of production at its large Sangdong mine in South Korea. The new figures indicate that the company's transformation into a profitable producer of global significance has been completed. Almonty is now positioned for further expansion.
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Commented by Carsten Mainitz on May 12th, 2026 | 07:40 CEST
Almonty Industries: No investor should miss out on this strategic investment!
As the saying goes, political stock markets are short-lived. But as we all know, there are no rules without exceptions. Nervousness on the stock markets has now subsided again. However, the Iran conflict and its associated economic repercussions cannot be ignored. How can investors position themselves in this environment? Commodity producers in general, and particularly those producing critical raw materials, will be among the winners, regardless of how the stock markets perform in the coming quarters. And this is where Almonty Industries stands out. The company is one of the leading producers of the critical raw material tungsten. Tungsten has become indispensable across several industries and is virtually irreplaceable, and the market has undergone a fundamental shift. Prices are surging, and Almonty Industries is the only source of Western production outside of China, which dominates 80% of the market. Almonty's enormous geopolitical significance is one of the many reasons to buy the stock, which analysts believe has significant upside potential.
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Commented by Matthias Schomber on May 12th, 2026 | 07:30 CEST
China's Stranglehold and the Achilles' Heel of Military Build-Up: The Thriller Involving Rheinmetall, RENK, and Antimony Resources
Created and published on behalf of Antimony Resources Corp.
The world is arming itself, and on the stock market, the big names in the defence industry celebrated an unprecedented rally. But recently, things have been going downhill for Rheinmetall & Co. on the stock market! Behind the gleaming facades of factory buildings and the impressive order books of Rheinmetall and RENK lies an uncomfortable truth. The massive production of ammunition and high-performance propulsion systems also depends on an almost forgotten raw material that China controls almost single-handedly. Antimony is the secret link that determines victory or defeat in industrial logistics. While industry giants search for stable sources, a Canadian exploration company is emerging that could close a strategic gap in the West. It is a game with extremely high stakes, where geopolitics, military necessity, and enormous profit opportunities collide head-on. When might share prices for Rheinmetall & Co. start rising again?
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Commented by Tarik Dede on May 12th, 2026 | 07:00 CEST
Volatus Aerospace: Positioned for Growth in the Expanding Drone Economy
The wars of this decade have permanently altered the military landscape. Thanks to superior, affordable, and efficient drone and missile technology, middle powers like Iran are standing up to superpowers such as the US. So is little Ukraine in Eastern Europe, which has now withstood attacks from its adversary Russia for more than four years and, thanks to drone defence and attacks, has not collapsed as expected. Armies like the Bundeswehr, NATO members, and even the giant US must rethink their strategies in light of these developments. Drones appear to be a cost-effective and efficient weapon capable of shaking even world powers. There is open doubt as to whether tanks or warships will even be needed in the future in the quantities seen today. Volatus Aerospace has positioned itself strongly in the future market of drone technology. As a Canadian company, it has practical access to all NATO partners and, of course, its own military. This is further strengthened by a strong position in the civilian drone market. With order books bulging at around CAD 600 million, the stock could now shift into high gear again after a long sideways phase.
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Commented by Fabian Lorenz on May 11th, 2026 | 06:50 CEST
Over 100% with these COMEBACK STOCKS?! RENK, TeamViewer, and Gold Gem Kobo Resources
Gold seems to be gaining momentum again. The USD 5,000 per troy ounce mark is back in sight. Or is even over USD 6,000 possible? Analysts see over 100% upside potential for Kobo Resources stock. The gold explorer certainly has a good chance of outperforming in the coming months, as important news is on the horizon. TeamViewer has already celebrated a comeback in recent weeks. Analysts see another 100%, but there are also voices of caution. And what about RENK? Despite record-high defence spending, sentiment in the industry is poor. The price target for Rheinmetall has been slashed significantly. Even a Buy recommendation could not help RENK.
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Commented by André Will-Laudien on May 11th, 2026 | 06:45 CEST
Silver Back at USD 80: Silver Viper Goes on the Offensive; Caution Advised for Siemens Energy, TKMS, and Rheinmetall
The silver market seems electrified, having reclaimed the USD 80 mark. While investors are already betting on the next commodity wave, risks related to supply bottlenecks, geopolitical blockades, and strategic dependencies are intensifying for key industrial metals. This shifts the focus to stocks whose valuations have long since outpaced their fundamentals. Siemens Energy, TKMS, and Rheinmetall are among the names where expectations had become extremely high. Investors looking solely at momentum now easily overlook the fact that even strong stories on the stock market eventually hit their valuation limits. Smaller stocks are faring differently. They were completely overlooked during the upswing, even though they had done their homework. Silver Viper Minerals appears particularly exciting in this environment, as the company holds projects in Mexico that could suddenly unleash a whole new level of economic leverage if precious metal prices continue to rise. So, in the shadow of the general euphoria, a few surprise winners could well emerge in the near future.
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Commented by Matthias Schomber on May 11th, 2026 | 06:40 CEST
Stock Market and Share Price Turmoil! Intel Soars, Rheinmetall Plummets – Is Globex Mining Now Saving Western Defence?
The world is in turmoil, and on the stock market, the cards are being reshuffled for a new era. While politicians are still debating sovereignty, three corporations are already creating a fait accompli. This is about more than just share prices. It is about dominance in a world that is radically turning away from the East. Intel, the semiconductor giant, is celebrating a historic comeback thanks to a mega-deal. Rheinmetall, the defence contractor, is struggling with a stock price drama despite full order books. And right in the middle of it all is a smaller player that controls the vital raw materials for both. Intel, Rheinmetall, and Globex Mining may form a community of shared destiny that has hardly been on anyone's radar until now. Those who understand these connections are looking into the future of Western industrial power. It is a highly dangerous yet highly profitable game between defence, technology, and Earth's treasures. Read now why these three stocks could deliver explosive upside potential.
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Commented by Nico Popp on May 11th, 2026 | 06:35 CEST
The Defence Revolution: Why Volatus Aerospace Could Become a Partner for AeroVironment and TKMS
The global security architecture is currently undergoing a transformation whose significance is comparable to the introduction of gunpowder. The war in Ukraine and the escalations in the Middle East have shaken a fundamental dogma of warfare: the assumption that technological superiority is secured through costly individual systems. We are entering an era in which the "logic of terror" must be reimagined. While a Tomahawk cruise missile costs up to USD 2.5 million, drones perform the same tasks at a fraction of the cost—often with greater flexibility and less risk to human personnel. This development marks the transition from cumbersome hardware such as tanks and cruise missiles to smart drones and software-defined defence solutions. We introduce industry representatives and place a special focus on the defence platform provider Volatus Aerospace.
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Commented by Stefan Feulner on May 8th, 2026 | 07:35 CEST
Leonardo, Volatus Aerospace, Hensoldt – War and AI Drive the Next Billion-Dollar Boom
Modern warfare is fundamentally transforming the global security architecture while simultaneously creating growth markets worth billions. Drones, autonomous systems, digital reconnaissance, and AI-driven defence technologies are gaining significant importance due to conflicts in Ukraine and the Middle East. Countries worldwide are increasing their military budgets and investing specifically in electronic warfare, cybersecurity, and smart weapon systems. Companies that positioned themselves early on with scalable platforms, sensor technology, or autonomous solutions are already benefiting from bulging order books and sharply rising margins. Integrated systems combining hardware, software, and data analysis are in particularly high demand—a market that may only be at the beginning of a long-term supercycle.
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