Defense
Commented by Fabian Lorenz on July 28th, 2025 | 07:05 CEST
Shares with up to 200% Upside! Barrick Mining, RENK, and Dryden Gold
RENK's share price has more than tripled in the current year, and analysts still see further upside. However, expectations for revenue growth and order intake are sky-high, so investors are advised to proceed with caution. According to analysts, Dryden Gold is set to triple in value. The Company is currently developing a high-grade deposit where visible gold can be seen on surface - a promising indicator of future resource potential. Analysts also see a bright future for Barrick Mining. With a gold price of USD 4,000, they estimate the stock could gain 50%—or potentially even more.
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Commented by Armin Schulz on July 28th, 2025 | 07:00 CEST
War, raw material shortages, cancer: Capitalize on megatrends with Rheinmetall, Antimony Resources, Merck KGaA
Three megatrends are expected to drive global markets in 2025. Revolutionary technologies, such as AI and cybersecurity, are fundamentally changing the defence sector. At the same time, demand for critical raw materials for defense, high-tech applications, and the energy transition is exploding, requiring new, sustainable supply chains. In parallel, the pharmaceutical industry is undergoing a dramatic shift due to advances in AI-driven research and intensified competition. These forces are shaping the future opportunities for companies. Those who are strategically positioned here will win, as key players Rheinmetall, Antimony Resources, and Merck KGaA demonstrate.
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Commented by André Will-Laudien on July 23rd, 2025 | 07:25 CEST
After a 500% increase - is the next rocket stage about to launch? Rheinmetall, Almonty, Hensoldt, and Steyr in focus!
Some investors are reluctant to add stocks that have already performed strongly to their portfolios. In general, this is not good advice, as a sharp rise often has fundamental reasons. For example, the Düsseldorf-based defense company Rheinmetall is expected to increase its business volume roughly fivefold in the coming years. However, its share price has already skyrocketed by a factor of 20 since the start of 2022. The second-tier defense stocks have not been able to make the same leap, but some have managed gains of up to 500%. What happens next? Technical analysts often say: "The trend is your friend." This suggests that after a correction, the sun will soon shine again. In the strategic metals sector, Almonty Industries has recently made strong progress, and the rally could continue significantly regardless of defense investments. We have done the math for you.
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Commented by Fabian Lorenz on July 23rd, 2025 | 07:20 CEST
Major shareholder buys into DroneShield! Analysts bullish on TUI shares! Antimony: A new commodity gem!
Whether it is critical antimony, modern drone defense, or classic tourism, every industry has stocks with potential. New on the investor radar is commodity gem Antimony Resources. Antimony is a critical metal. The supply situation for Western countries is vital because China dominates the market. Initial drilling successes speak in favor of buying the stock. DroneShield has experienced spectacular share price growth. A prominent major investor appears to be seeking more and is continuing to purchase shares in the drone defense specialist. And at TUI, analysts believe in new sales records – not only in the summer, but also in the coming winter. Profits in particular are expected to rise sharply.
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Commented by Armin Schulz on July 23rd, 2025 | 07:15 CEST
Critical raw materials such as rare earths in the spotlight – How European Lithium is saving RENK, BYD, and your returns
The global battle for lithium and rare earths will determine the future viability of industry. While countries are investing billions to gain control of critical value chains, companies without secure access to raw materials are becoming pawns in the midst of geopolitical tensions. A notable example is the Pentagon's investment in MP Materials. RENK, a defense specialist in high-performance transmissions, and BYD, the electric mobility giant, are existentially dependent on stable supply chains. This is exactly where European Lithium comes in: the Company could break Europe's strategic dependence through domestic production.
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Commented by Mario Hose on July 22nd, 2025 | 11:05 CEST
Why Almonty Industries could be a better investment than MP Materials
Valuation gap with billion-dollar potential? Investors may be overlooking a sleeping giant. While MP Materials is riding high on media hype, an Apple partnership, and US government support, Almonty Industries (NASDAQ: ALM | TSX: AII) – a raw materials specialist focused on tungsten – continues to fly under the radar. However, a closer look reveals a striking valuation gap between the two companies, offering investors enormous upside potential. With a highly critical metal, strategically secured production, and extremely low valuation multiples, Almonty could prove to be one of the biggest success stories of the coming years. One analyst recently took a deeper dive into the numbers and fundamentals. Read the report to learn more.
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Commented by Fabian Lorenz on July 22nd, 2025 | 07:20 CEST
Defense hype, high-tech hope, valuation question: RENK, Salzgitter, and Argo Graphene Solutions
Three shares, three stories – ranging from high-tech hopes to defense-driven fantasy to valuation concerns. Argo Graphene Solutions is bringing the "miracle material" graphene to the construction industry. The stock is on an upward trend. If the rollout is successful, a multi-fold increase is possible. At Salzgitter, hopes for a revaluation based on defense fantasies evaporated after a sharp forecast cut; however, the price loss may have been excessive. And RENK? The defense supplier remains in demand, but valuation concerns are growing. Where is it still worth getting in?
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Commented by André Will-Laudien on July 21st, 2025 | 07:20 CEST
150% with Gold, Caution in Defense stocks! BYD, AJN Resources - Are RENK and Steyr headed for a crash?
The stock market is currently experiencing fluctuations. While defense stocks are leading the performance list, precious metals have also been back in focus for several months. The reason: Currency devaluation is accelerating as inflation rates remain high. Now, there are rumors that Donald Trump may want to replace his hawkish monetary watchdog, Jerome Powell. Wall Street is betting that a more dovish figure will soon steer US interest rate policy. That would be the next rocket boost for stocks. However, risk-averse investors are increasingly turning to gold. In 2025, the price per ounce has already risen as high as USD 3,490. Due to low production costs, projects in Africa remain firmly in focus. One example is AJN Resources, which has recently refinanced and is repositioning itself in Ethiopia. Where do the real opportunities lie for dynamic investors?
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Commented by Stefan Feulner on July 21st, 2025 | 07:05 CEST
Salzgitter AG, Volatus Aerospace, and Rheinmetall with spectacular news
The defense industry continues to shine with strong momentum. Despite some overly ambitious valuations, companies such as Rheinmetall, RENK, and Hensoldt are trading close to their historic highs. And analysts are still outdoing each other with ever higher price targets. Caution is advised with established arms and ammunition manufacturers. In contrast, young companies with innovations from niche markets are growing and have further potential.
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Commented by André Will-Laudien on July 18th, 2025 | 08:10 CEST
Hard to believe: thyssenkrupp going public? New DAX highs with SAP, ASML, and Antimony Resources
With geopolitical tensions escalating with each passing day, it is becoming increasingly clear that reliable supply chains for industry and manufacturing are a thing of the past. German and European industry, in particular, are feeling the effects more and more as supply routes are increasingly restricted or even shut down completely as a result of growing sanctions. This scenario of scarcity is leading to increased sensitivity on the capital markets: long-term interest rates are rising, and risk parameters are skyrocketing. How are companies responding to this uncertain environment, and is there still hope for a revival of global trade? Which fundamental trends should investors pay particular attention to in light of this situation? There is a lot to be gained!
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