Defense
Commented by Fabian Lorenz on April 16th, 2026 | 07:00 CEST
Winners and Losers of the Iran War: Rheinmetall, TUI and A.H.T. Syngas
Analysts see nearly 150% upside potential for A.H.T. Syngas shares. The company offers a clean alternative to natural gas. In an interview, the CEO reports a "real surge" since the war in Iran. Analysts expect significantly rising revenues and profits. Could these projections even be too conservative? Rheinmetall is certainly not undervalued. Moreover, the defense contractor seems out of step with the times with its "heavy military equipment." But with drones and missiles, the company aims to keep pace with the times and is forming partnerships to that end. TUI, on the other hand, is struggling with the consequences of the Iran war. Cruise ships are stranded, kerosene prices are rising, and vacation destinations in the Arab world are not being booked. Nevertheless, analysts are surprisingly optimistic.
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Commented by Nico Popp on April 15th, 2026 | 08:00 CEST
Innovator Combines the Expertise of DroneShield and Dufour Aerospace: Volatus Aerospace as a Fully Integrated Drone Service Provider
The aviation industry is undergoing what is arguably its most radical transformation since the introduction of jet engines: autonomous flight is gaining importance in both the military and civilian sectors. Yet the market is hungry for comprehensive solutions that seamlessly integrate flight operations, specialized hardware, and robust security systems. Leading this development are three companies: Dufour Aerospace, a pioneer in highly efficient tilt-wing aircraft; DroneShield, the market leader in drone defense; and Volatus Aerospace, which is making a name for itself as a strategic systems integrator. Opportunities are emerging for investors. Volatus Aerospace, in particular, stands out by combining the commercial use of drones with security technology, thereby paving the way for scalable, autonomous aviation. Major corporations such as Rheinmetall have also recently invested heavily in drone technology and are likely exploring potential acquisition targets.
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Commented by Tarik Dede on April 15th, 2026 | 07:55 CEST
Almonty Industries: Move to the US Gives Shares a Big Boost
Tungsten is one of the metals of the moment! It is indispensable in X-ray machines, as well as in tanks and ammunition. Almonty Industries is one of the largest Western producers in this market. Now the company is moving its headquarters from Toronto to the US. With this move, CEO Black aims to benefit even more from the world's largest capital market, as well as from US plans to build its own supply chains. The stock market is celebrating the move, and the stock is making another leap toward its all-time high.
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Commented by Tarik Dede on April 14th, 2026 | 07:10 CEST
Volatus Aerospace: A Dual-Use Drone Play with Growth Potential
Whether in civilian or military applications, drones are becoming an increasingly important component of modern technology ecosystems. Recent conflicts, including in Ukraine and the Middle East, have highlighted their strategic relevance. The major powers are faltering. Tank manufacturers are trembling. Yet drones are also increasingly permeating civilian society, a virtually unstoppable trend. According to Global Market Insights, the global drone market could exceed USD 66 billion by 2035, up from around USD 20 billion today. Within this environment, Volatus Aerospace is positioning itself as an integrated provider in North America. Supported by a strong order pipeline, the company is on a growth trajectory. Therefore, investors should also take a look at the stock, especially since there is currently an opportunity to buy in.
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Commented by Fabian Lorenz on April 14th, 2026 | 07:00 CEST
"Top Pick" Siemens Energy, Drone Potential at Steyr Motors, and a Buying Opportunity at DRC Gold
US President Trump continues to keep global stock markets on edge. Gold, energy, and defense stocks were expected to benefit from the announced blockade of the Strait of Hormuz. However, gold and defense stocks, in particular, have been trending weaker, just as they have over the past few weeks. This presents interesting buying opportunities. Take DRC Gold, for example. After the focus, the stock was on an upward trend. But over the past 4 weeks, it has fallen by around 20%. Meanwhile, the update on the resource estimate is imminent and could fuel new takeover speculation. Steyr Motors shares have also lost ground. Yet management looked optimistically toward the future at the AGM. Siemens Energy was among yesterday's losers. But this is no cause for concern. Analysts still consider the stock a "Top Pick," and the partnership with Amazon subsidiary AWS fuels AI speculation.
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Commented by André Will-Laudien on April 13th, 2026 | 09:30 CEST
Double The Gains: 100% Rebound in Defense Stocks and Critical Metals – Rheinmetall, Antimony Resources, CSG, and Mutares in focus
Created and published on behalf of Antimony Resources Corp.
The stock market gives and takes. While investors were able to celebrate a massive 5% gain last week, the tide has already turned in the opposite direction this week. The reason: The hoped-for peace talks in Pakistan between the US, Israel, and Iran have failed. Since this provides no positive momentum for the economy or the already strained energy and metals markets, volatility is likely to return in some sectors. We are looking at opportunities in the critical metals sector and highlighting some stocks that are showing attractive metrics again following recent corrections.
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Commented by André Will-Laudien on April 13th, 2026 | 07:25 CEST
Almonty Drives the Tungsten Market: Between Shortages, Price Surges, and Revaluation
Major stock indices are currently experiencing heightened volatility. Following the strong rally of the past 24 months, both the S&P 500 and the DAX 40 have recently corrected by between 5% and 10%. Rising interest rates and little prospect of peace in one of the many global hotspots are weighing particularly heavily on the market. Commodities paint a different picture: industrial metals and critical materials remain in demand, led by tungsten, whose price has increased roughly tenfold over the past 24 months. Producer Almonty Industries is benefiting particularly from this; with the start of production in Sangdong, it is now entering a new operational phase and, with a market capitalization of more than EUR 4.2 billion, has made its way onto the buy lists of institutional investors. The recent consolidation appears to be over. What should investors be watching for now?
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Commented by Stefan Feulner on April 13th, 2026 | 07:20 CEST
ITM Power, Lahontan Gold, DroneShield – Uncertainties Present Buying Opportunities
As expected, the peace talks between the US and Iran in Islamabad over the weekend have failed for now. As a result, global stock markets are likely to remain under pressure at the start of the week. Many stocks face the risk of massive corrections and oversold conditions, which could be exploited as buying opportunities in the long term. In addition to the gold sector, interesting opportunities are also emerging in the hydrogen and drone technology sectors.
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Commented by Stefan Feulner on April 13th, 2026 | 07:00 CEST
Volatus Aerospace - War, AI, and Security Drive a Billion-Dollar Boom
The world is entering a new technological phase, with drones emerging as a critical component. Geopolitical tensions, such as in Ukraine and the Middle East, have underscored the strategic importance of unmanned systems in modern warfare. At the same time, demand for data, surveillance, and automation is accelerating rapidly, driven by the expansion of AI, data centers, and critical infrastructure. According to market studies, the global drone market is expected to exceed the USD 100 billion mark by 2032. The global counter-drone market is expanding even faster and could surpass USD 20 billion by 2030.
But it is not only in the military sector; an enormous growth market is also unfolding in the civilian sector. Drones are increasingly being used to inspect power grids, pipelines, offshore facilities, and agricultural land. The combination of falling costs, rising performance, and AI-powered data analysis makes them an indispensable tool. The current geopolitical environment is acting as a catalyst and could mark the start of a long-term supercycle.
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Commented by Fabian Lorenz on April 10th, 2026 | 07:20 CEST
Drone Market Set to Exceed USD 100 Billion: Volatus Aerospace Positioned to Benefit from Dual-Use Strategy
Drones have evolved from a niche application into a rapidly expanding multi-billion-dollar market. Industry estimates point to a global market volume exceeding USD 100 billion by 2032. The military sector in particular is booming, driven by geopolitical tensions and new forms of conflict. But the civilian market is also growing at double-digit rates and opening up enormous opportunities in infrastructure, logistics, and agriculture. Against this backdrop, Volatus Aerospace is positioning itself with a dual-use strategy that targets both military and commercial applications. The company reports an order pipeline exceeding CAD 600 million, highlighting strong operational momentum. Analyst price targets currently reach up to CAD 1.25, compared to a current share price of around CAD 0.70. The stock is also actively traded on German exchanges.
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