Defense
Commented by Armin Schulz on October 9th, 2025 | 07:00 CEST
Almonty Industries' Raw material power brings Rheinmetall and Lockheed Martin into a new geopolitical era
Nations around the world are investing record sums in their defense capabilities. This defense boom is driving demand for critical raw materials to unprecedented heights. Suddenly, critical metals such as tungsten are at the center of global politics. They have become strategic commodities, with security of supply directly influencing military strength. This development is creating real momentum for companies covering the entire value chain, from mining to the defense industry to high-tech. Three stocks that perfectly embody this interplay between raw materials, production, and technology are Almonty Industries, Rheinmetall, and Lockheed Martin.
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Commented by Fabian Lorenz on October 8th, 2025 | 07:05 CEST
New opportunities in GOLD and defense! Are Steyr Motors and AJN Resources better than RENK? Profit-taking at First Majestic?
The rally in defense, gold, and silver is underway! Is it time to take profits and take a closer look at latecomers like Steyr Motors and AJN Resources? Steyr is digesting its 200% rally since March and continues to deliver positive news. AJN Resources shares have catch-up potential in the gold sector. In the vicinity of a mega mine, the Company's project shows potential for several million ounces of gold. Exciting results are expected in the coming weeks. And what are the core investments RENK, Barrick Mining, and First Majestic Silver doing? Are gains of up to 380% enough?
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Commented by André Will-Laudien on October 8th, 2025 | 06:55 CEST
Drone warfare and armament – Caution with Rheinmetall, Hensoldt, and thyssenkrupp, but 150% upside with Antimony Resources
Recent geopolitical events impressively highlight the critical need for strategic metals. While tungsten producer Almonty has surged by over 1,000%, risk-aware investors are now turning their attention to Antimony Resources. With properties that are indispensable for ammunition, electronics, and protection systems, antimony is emerging as a key strategic metal for modern defense and high-tech industries. The heavy reliance of Western nations on a few producing countries, such as China, is increasingly bringing security of supply into the focus of geopolitical debates. Without a stable supply chain, there is a risk of bottlenecks that threaten not only defense capabilities but also technological sovereignty. Investors and industry players are therefore increasingly seeking alternative sources and recycling solutions to meet rising demand in a sustainable manner. Meanwhile, defense stocks are currently consolidating at a high level. Is the rally now entering its final phase?
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Commented by Carsten Mainitz on October 7th, 2025 | 07:45 CEST
Aspermont, Palantir, RENK – AI sets the pace. Where is the next run?
International stock markets are booming. The Dow Jones recently surpassed 47,000 points, seemingly unaffected by the US government shutdown. The topic of artificial intelligence (AI) continues to be the focus of investor interest, and recent company announcements are causing a stir. Japanese electronics giant Hitachi and ChatGPT provider OpenAI are partnering to build AI infrastructure and global data centers. Meanwhile, Fujitsu and leading AI chip manufacturer Nvidia are expanding their collaboration and plan to jointly develop a platform that uses AI in a targeted manner for specific industries, such as healthcare and robotics. In view of the AI boom, it is becoming increasingly compelling to explore second- and third-tier stocks that could benefit from the surge in innovation and investor interest.
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Commented by Fabian Lorenz on October 7th, 2025 | 07:25 CEST
NATO shock boosts DroneShield and Volatus Aerospace! Major order and Buy recommendation for Nordex!
The drone pure plays, DroneShield and Volatus Aerospace, have ended their consolidation with price explosions. In just a few days, both stocks rose by more than 50%. Volatus also shines with a follow-up order from NATO. Before the last order was fully delivered, a repeat order was already placed. In addition, a million-dollar order was also secured in the civilian sector. Drone defense is proving challenging in Germany. Why is that? How does DroneShield score? Nordex is also one of the price winners of the year, recently securing a crucial large order. Analysts recommend buying the stock.
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Commented by André Will-Laudien on October 6th, 2025 | 07:10 CEST
Defense first, then sell – Now it is time to load up on critical raw materials! Globex Mining, Hensoldt and RENK
Daily madness on the capital markets. While foreign drones circle over NATO territory conducting espionage, politicians in Brussels feel compelled to increase defense budgets once again. Even Ursula von der Leyen feels the pressure to act at the Denmark summit: "We must invest in real-time space surveillance so that no troop movements go unnoticed. We must heed the call of our Baltic friends and establish a drone defense system. This is not an abstract ambition – it is the basis of credible defense!" This is the next boost for the defense industry, and for the raw materials stock Globex Mining, things are really taking off now! We highlight which stock could become the next big gainer.
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Commented by Stefan Feulner on October 6th, 2025 | 07:05 CEST
Novo Nordisk, FuelCell Energy and Almonty Industries stage strong rebound
While many analysts are concerned about high valuations on the global stock markets, with the Warren Buffett indicator at a historic high, even exceeding its value before the dot-com bubble, the markets continue to rise from one high to the next. In fact, several companies staged a strong rebound last week, which is likely to pave the way for further gains by generating fresh buy signals.
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Commented by André Will-Laudien on October 6th, 2025 | 07:00 CEST
Drone warfare with NATO Europe? DAX soon to reach 25,000 with defense stocks: DroneShield, Volatus Aerospace, thyssenkrupp, and Rheinmetall
Drone warfare in Europe is providing a massive boost to the defense sector, as demand for modern defense and attack systems is rapidly increasing. Companies such as Rheinmetall continue to benefit from public contracts for drone defense systems, including the Skyranger and new laser weapons. DroneShield is positioning itself as a leading provider of drone defense technologies and is currently experiencing an impressive growth phase. Volatus Aerospace is also involved as a service provider offering specialized solutions for drone surveillance and security services. Driven by EU-wide NATO investments in state-of-the-art defense technologies, analysts anticipate cyclical double-digit growth for the entire defense sector well beyond 2030. This historic wave of rearmament is transforming trillions in public debt into dream profits for shareholders, with our grandchildren and great-grandchildren footing the bill. Who are the current winners?
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Commented by Fabian Lorenz on October 3rd, 2025 | 07:10 CEST
Drone wall for Europe! Almonty, DroneShield, and Hensoldt – Defense stocks taking off again!
The past few weeks have shown that Europe has been asleep at the wheel on drone defense. In Denmark, Poland, and Germany, these small aircraft are almost impossible to detect, and when they are, current countermeasures are inefficient and costly. At the EU summit in Copenhagen, Danish Prime Minister Mette Frederiksen warned of the "most serious threat since World War II" and called for urgent investment. Billions must now flow into radar systems, jammers, and interception technologies. This is electrifying defense stocks. Almonty, at the beginning of the value chain, supplies tungsten, a critical material also used in drones and missiles. Hensoldt, with its expertise in detection systems, is investing heavily in new solutions. Can DroneShield justify its billion-dollar valuation?
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Commented by Nico Popp on October 2nd, 2025 | 07:05 CEST
What billions for space mean for drones: Volatus Aerospace, Hensoldt, Airbus
Things are happening in Germany! The federal government recently approved comprehensive investments in space. Experts agree that Germany is on a par with the US when it comes to space research. While partners across the Atlantic usually act faster and on a larger scale, Germany is now set to take a bolder approach: a hefty EUR 35 billion is to be invested in space security. This move positions Germany as a space power, leaving even the French and British in the dust. We take a look at what these investments mean and why the commitment to space should be seen as part of the bigger picture.
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