Defense
Commented by Fabian Lorenz on March 3rd, 2026 | 07:35 CET
DroneShield shares explode! Steyr Motors and CHAR Technologies benefit from acquisitions and optimism!
DroneShield's share price has skyrocketed. After a weekend with images of drones over Dubai, Qatar, and other major cities, investors rushed to buy DroneShield shares. The specialist in drone defense had already reported European orders last week, pushing the share up by 20%. Yesterday, the rally continued. DroneShield demonstrates that it is not always the market leaders who make the biggest gains. There are also compelling second-tier companies that can become outperformers. Steyr Motors catapulted itself onto investors' radar in the defense sector in 2025, and now the first acquisitions are being made to accelerate growth. CHAR Technologies could be among the outperformers in 2026. At a recent investor conference, the CEO provided solid reasons for significantly higher share prices. If the company succeeds in commercializing its technology, the stock currently appears undervalued.
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Commented by André Will-Laudien on March 3rd, 2026 | 07:20 CET
The arms build-up accelerates – Iran, Israel, and the US escalate! Critical metals remain in focus with Almonty, Thales, and Hensoldt
US President Donald Trump has made the nuclear debate with Iran a top priority. After years of living with what it views as a significant threat from the Iranian regime, Israel is now aligning its strategic interests more closely with Western partners. Discussions increasingly revolve around containing Iran's influence and limiting its military capabilities. Whether this will be so easy is doubtful, as the Revolutionary Guards have developed into a powerful force over the last 10 years, and Russia is also likely to appear on the horizon as a friend of the Iranians. For financial markets, this constellation implies renewed uncertainty and elevated volatility. Historically, such phases have tended to benefit defense and armaments companies. For marathon runner Almonty Industries, the environment appears particularly favorable: geopolitical tensions, rising tungsten prices, and governments under pressure to secure strategic raw materials are reinforcing the investment case. The momentum in defense and critical metals markets continues.
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Commented by Armin Schulz on March 3rd, 2026 | 07:05 CET
Volatus Aerospace takes off: From drone service provider to defensive software house
Sometimes timing is everything. For years, Canada's Volatus Aerospace has been quietly building a business that goes far beyond selling drones. Now that governments around the world are redefining security and Canada is massively redirecting its defense spending toward domestic high-tech solutions, the company suddenly finds itself among the winners. The launch of its own software platform, SKYDRA™, is the latest evidence of a smart evolution. Volatus is transforming itself from an operational service provider for inspections into a tech company with recurring revenues, and at just the right moment.
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Commented by Stefan Feulner on March 2nd, 2026 | 07:45 CET
Antimony Resources – Beneficiary of a bottleneck market
Antimony is one of the most underestimated bottleneck commodities in the world. China accounts for over 70% of global production, and export restrictions have temporarily driven prices up to around USD 60,000 per ton. Western nations are urgently seeking domestic sources for military, electronics, and flame-retardant applications. Antimony Resources is delivering high-grade drilling results, advancing an initial resource estimate, and is fully financed. In a market defined by extreme scarcity, this is precisely where a strategic beneficiary could emerge.
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Commented by Nico Popp on February 27th, 2026 | 07:20 CET
Valuation anomaly in the drone sector: Volatus Aerospace scores well compared to Ondas and Unusual Machines
Providers of drone technology are enjoying high demand. In Germany, two startups that did not exist just a few years ago have recently received orders from the German Armed Forces. Analysts describe the current phase as an "unmanned supercycle" – autonomous systems have long been considered indispensable for national security. Reports from institutes such as Fortune Business Insights forecast a market volume for drones of over USD 47 billion in 2026, which is expected to rise to over USD 160 billion by 2034. This increase is driven by an annual growth rate of around 16%, with the defense sector considered the growth engine due to geopolitical tensions. Amid this market development, a detailed valuation comparison reveals a significant discrepancy. It is worth investors taking a closer look.
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Commented by André Will-Laudien on February 27th, 2026 | 07:15 CET
SILVER - Is the USD 150 mark now within reach? Silver Viper on the move!
Up and down – always lively! The silver price currently resembles a yo-yo; children might find it entertaining. However, it is far less amusing for the banks, traders, and especially the futures exchanges involved. For some time now, silver has proven to be an extremely important metal for the trending sectors of defense, medicine, and high-tech. Just as physical supply markets began to falter and China imposed new export restrictions, investors rushed to secure inventories on COMEX and the LME - trading venues originally established for forward sales by producers. With spot prices reaching as high as USD 122, a battle for physical stocks has now erupted. Not only is industry stockpiling significant quantities, but speculators also see the excessive scarcity as a once-in-a-century opportunity for price appreciation. Compared to gold, silver has delivered triple the performance within just 12 months, with the gold-silver ratio falling back to 55 after briefly approaching 100. Market observers expect a new surge toward USD 150 by the March settlement. It may therefore be worthwhile to consider exposure to future producers such as Silver Viper. Time is of the essence.
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Commented by Nico Popp on February 27th, 2026 | 07:10 CET
Western antimony axis ensures returns: How Antimony Resources, US Antimony, and Hensoldt are securing defense capabilities
In the current tense geopolitical environment, securing global supply chains for critical minerals has become a matter of national security. Antimony is now at the heart of modern defense technology. With China's dominance in this area remaining unchallenged for decades and the country imposing far-reaching export restrictions, urgent action is needed. The West, led by the US and Canada, is currently building a self-sufficient supply chain, as analysts at the Boston Consulting Group emphasize in their publication on ecosystems in the supply chain for critical minerals. This chain extends from exploration in Canada to industrial scaling in the US to the final production of sensor systems in Europe and other industrialized countries. Antimony Resources, the United States Antimony Corporation, and Hensoldt play a critical role in Western defense. Consulting firms such as PwC have pointed out in their outlook for the current year that massive sums are flowing into the defense sector in North America to secure raw material sovereignty. We explain where the greatest opportunities for investors lie.
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Commented by Fabian Lorenz on February 26th, 2026 | 07:20 CET
Drone stock with almost 100% price potential! Volatus Aerospace benefits from NATO's military buildup! Over CAD 600 million in the pipeline!
Drones are the future – both in military and civilian applications. Volatus Aerospace is benefiting from both segments. The company experienced a strong stock market run last year. And rightly so. The Canadian drone specialist serving military and civilian markets is profiting from increased defense spending in its home country and across NATO. For example, the company provides drone pilot training. Most recently, the Canadian government not only announced that it would invest billions in military buildup, but also unveiled a long-term strategy for the defense industry. This initiative is designed to provide companies with greater planning security. Several analysts have issued "Buy" recommendations for the stock, citing an order pipeline of more than CAD 600 million.
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Commented by Fabian Lorenz on February 26th, 2026 | 07:00 CET
Tungsten Prices Surge as Media Attention Grows: Handelsblatt and Fox Business Report - Almonty Industries in focus
A revaluation is currently underway in parts of the commodities sector. Tungsten has outperformed rare earths, silver, and gold in recent months, with prices nearly doubling since the beginning of 2026. This critical commodity is being discovered not only by a growing number of investors, but also by the media. Most recently, Handelsblatt and Fox Business have reported on it. Lewis Black is always part of the conversation. The CEO of Almonty Industries is currently a man in demand – by governments, companies, investors, and the media. On the one hand, Almonty is the only serious Western producer of this strategically important material used in defense, electronics, aerospace, and many other industries. On the other hand, Black presents market developments in a highly convincing manner. According to him, prices are unlikely to decline significantly.
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Commented by Nico Popp on February 25th, 2026 | 07:15 CET
Seizing Defense Billions Now: How NEO Battery Materials Could Enhance Systems from Rheinmetall and Hensoldt
The world's security architecture is no longer what it once was: the future of defense is autonomous, networked, and energy-hungry. Military superiority is no longer determined primarily by the sheer number of deployed units, but by the synergy of autonomous mobility, sensor intelligence, and the corresponding energy capacities. In this environment, players such as Rheinmetall are equipping the next generation of military equipment with autonomous vehicles and drones. At the same time, Hensoldt is providing the necessary intelligence for today's battlefield through high-performance sensor technology and AI-supported radar systems such as the TRML-4D. According to reports from platforms such as Radartutorial.eu, these systems are capable of detecting up to 1,500 targets simultaneously within a radius of 250 km and processing data in fractions of a second. In the field of power supply for unmanned aerial systems, the Canadian-South Korean company NEO Battery Materials is positioning itself to drive a potential breakthrough.
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