Defense
Commented by Fabian Lorenz on May 29th, 2025 | 07:10 CEST
Rheinmetall unstoppable! Evotec shorted! Sensational news at Vidac Pharma! And what is BioNTech doing?
Sensational news at Vidac Pharma. Last year's biotech highflyer has published strong results for its cancer drug. The share price rose by 5% yesterday. Does this mean the consolidation is over? Analysts certainly see potential for a multiplication in value. Rheinmetall shares have gained over 200% this year alone. Analysts are raising their price targets and continue to recommend buying. Operationally, a lot is happening at the defense company. Meanwhile, Evotec has run out of steam operationally. The stock has become a plaything for takeover speculators and short sellers — who will win? BioNTech also wants to win the fight against cancer. Will the stock gain new momentum in the coming days?
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Commented by Fabian Lorenz on May 28th, 2025 | 07:05 CEST
OUT of defense, INTO crypto and quantum? RENK, Bitcoin Group, Strategy, and Credissential!
Defense stocks are unstoppable! RENK and Rheinmetall, among others, hit new all-time highs yesterday, with the entire defense sector on fire. The charts have already formed flagpole patterns. Crypto and quantum are also hot, but unlike defense, they are scalable. Credissential is one example of this. The tech company is currently still flying under the radar of most investors. However, with crypto, quantum, and AI, it aims to scale up in payment services and online car trading. If this succeeds during the current year, the stock could be a real bargain. Strategy – formerly Microstrategy – is valued higher than its own Bitcoin holdings, but investors seem to believe that CEO and industry star Michael Saylor can deliver outperformance. However, the Company is now facing a lawsuit. And what is the Bitcoin Group doing? The stock has jumped and forecasts have been exceeded, but...
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Commented by Fabian Lorenz on May 26th, 2025 | 07:00 CEST
RENK, D-Wave, and drone insider tip Volatus Aerospace: INSIDER SALE, SHARE PRICE EXPLOSION, 100% OPPORTUNITY
Another drone insider tip is Volatus Aerospace. There is growth potential in civil and military applications. The Company earns money, among other things, by training drone pilots and monitoring areas and bridges. Analysts expect strong sales and profit growth in the coming years and conservatively estimate that the stock could rise by more than 100%. Is it time to take profits at RENK? In any case, one insider has cashed in. This is understandable, given that the defense stock has already gained around 270% this year alone. And the quantum hype is back. Following a "milestone for the industry," D-Wave shares exploded by 50% in one week.
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Commented by Fabian Lorenz on May 22nd, 2025 | 07:00 CEST
Another 100% with momentum stocks Rheinmetall, TUI, and 123fahrschule?! Analysts recommend buying
Are Rheinmetall's forecasts too conservative? One analyst thinks so. If this is true, there is a good chance that the defense company's shares will break through the EUR 2,000 mark. The 123fahrschule share is also riding a wave of momentum, rising by around 70% within just a few weeks. This could be just the beginning, as the Company is disrupting an analog industry with a digital business model. Analysts believe a further 100% price gain is possible, and the management board wants to buy shares well above the current price. In contrast, darker clouds are gathering at TUI. The tourism group has long been able to withstand the weak economy, but is that now over? The price targets vary widely.
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Commented by André Will-Laudien on May 19th, 2025 | 07:15 CEST
Volatus Aerospace – The next era of security technologies begins now
Geopolitical conflicts, overarching security requirements, and empty budgets pose a significant challenge for governments and administrations today. This is because highly sensitive and critical infrastructures have been created in recent decades, requiring significant public investment. These now need to be protected and maintained. In the digital age, these decision-making processes require a wealth of data that must be collected and evaluated regularly. Artificial intelligence accelerates these processes, and this is where the big game changer lies for many service providers. Volatus Aerospace (TSX-V: FLT; WKN: A2JEQU; ISIN: CA92865M1023; EUR 0.09) is a highly specialized service provider in the field of airborne inspection, surveillance, and data analysis. Business is set to take off in the current quarter as the demand for critical information increases daily. There is still time to get on board.
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Commented by Fabian Lorenz on May 19th, 2025 | 07:10 CEST
RAW MATERIALS and DEFENSE! Sell Hensoldt? Buy Deutz and Globex Mining shares?
Raw materials and defense remain among the hot topics of the year. Globex Mining is benefiting not only from the gold boom but also from the battle for raw materials. The stock of the mining incubator currently offers an exciting entry opportunity. Analysts recommend buying Deutz. However, after a solid quarter, the engine manufacturer needs to shift up a gear or two to justify its valuation. A highlight was the development in order intake. This is precisely what Hensoldt is lacking. When a growth company's revenue increases more strongly than its order intake, investors should at least keep an eye on it. Analysts are also skeptical regarding Hensoldt's valuation and recommend selling the stock.
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Commented by Stefan Feulner on May 19th, 2025 | 07:05 CEST
RENK, MiMedia Holdings, Coinbase – Explosive momentum
After the catastrophic crash in April caused by Trump's hammer blow, the markets are continuing their V-shaped recovery. Thanks to the first peace talks between Russia and Ukraine in Turkey and the possible easing of the trade dispute between the US and China, the German benchmark index DAX shot to a new all-time high. Technology and crypto stocks also benefited, contributing to a further improvement in the technical outlook.
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Commented by André Will-Laudien on May 13th, 2025 | 07:20 CEST
Defense out - Time to buy commodities! Hensoldt, Globex Mining, Barrick, Mutares, and Steyr
That is how quickly market darlings can fall out of favor. Just last week, Rheinmetall & Co. were hitting record highs, but as of Monday, the euphoria came to a sudden halt. Trump agreed with China on lower tariffs, and Volodymyr Zelenskyy will travel to Turkey on Thursday to sit down with Russia's aggressor, Vladimir Putin. At the moment, this is still hard to believe. For the capital markets, however, this means a shift: out of defense and into high-tech and automotive stocks, the biggest winners of recent hours. The whole thing could be seen as a healthy rotation, as the major indices are at record levels, while tech and automotive stocks have corrected significantly in recent weeks. Once again, the cards are being reshuffled. For Globex Mining, the setback is suitable for medium-term follow-up purchases.
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Commented by Fabian Lorenz on May 13th, 2025 | 07:15 CEST
Stocks are taking off! Nel, RENK, Walmart partner MiMedia! Is the tariff chaos coming to an end?
Will MiMedia's stock break through resistance and shoot to a new all-time high? The chances are good, as the cloud insider tip has navigated the tariff chaos of recent weeks surprisingly well. Now, the Company is set to scale up in Latin America with retail giant Walmart. With gross margins of 80% and above, the upside is substantial. Could new momentum come from the CEO soon? Things are already heating up at Renk - tomorrow's update will be crucial. Can the high-flyer's order backlog and outlook convince investors? Analysts remain cautious, and the potential downside for the stock should not be underestimated. And what is Nel doing? For shareholders, it is a rollercoaster once again. An order cancellation is followed by new hopes that the EU might completely cut off the Russian gas tap.
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Commented by Armin Schulz on May 13th, 2025 | 07:00 CEST
When returns meet security: Why Almonty Industries is suddenly everyone's darling!
In 2025, the world looks at a map full of conflicts: tensions are escalating in Ukraine, the Middle East, and along new geopolitical fault lines in Asia and Africa. Hopes for peace are giving way to a reality of rearmament and militarization. This dynamic is fueling the defense industry. But its boom depends on an inconspicuous metal: tungsten. With its unique heat resistance and density, it is irreplaceable for armor-piercing ammunition, missiles, and high-performance alloys. While China dominates the global market, a Canadian company is stepping into the spotlight: Almonty Industries. With the revival of the legendary Sangdong mine in South Korea and strategic partnerships, Almonty could become a key player for the West.
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