Defense
Commented by Fabian Lorenz on June 3rd, 2026 | 07:50 CEST
Drone Stock Making Waves in Ukraine and the US: When Will Volatus Aerospace Take Off?
Is a major opportunity for investors emerging here? While virtually anything related to AI has surged, momentum in defence stocks has recently cooled. Yet this drone company is showing strong operational progress. It is active in both military and civilian applications. One thing is increasingly clear: the development of drones—and counter-drone systems—will play a critical role on future battlefields as well as in civilian infrastructure and security. And for that purpose, Volatus Aerospace is currently building what is likely one of the most exciting platforms in the world. In doing so, the company benefits from multibillion-dollar defence budgets in its home market of Canada as well as from NATO rearmament trends. Next, Volatus aims to expand into the US and into the global epicentre of drone activity—Ukraine. From a market perspective, it may only be a matter of time before the stock sees a strong upward move.
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Commented by Matthias Schomber on June 2nd, 2026 | 06:30 CEST
Deadly Drone Swarms Are Driving Global Demand: Is Volatus Aerospace Poised for a Rally?
Recent events in Eastern Europe have sent shockwaves through global markets and highlighted the evolving nature of modern warfare. Russia has been attacking Ukraine in large waves with hundreds of domestically produced Geran drones, whose Iranian Shahed origins have fundamentally altered the global arms architecture. Ukraine, meanwhile, has responded with long-range drone strikes against targets deep inside Russia, often more than 1,000 km from the border. Some of these attacks have targeted critical energy infrastructure in the Saratov region. Against this backdrop, a Canadian company is emerging with technology designed to address precisely these kinds of threats. Volatus Aerospace has secured important contracts with the US military and combines real-world operational experience with advanced Western drone technology. Fresh capital is flowing into the company, and from a stock market perspective, the shares appear to be approaching a potentially significant turning point.
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Commented by Matthias Schomber on June 1st, 2026 | 06:55 CEST
Russell Index Inclusion: Is Almonty on the Verge of a Major Price Breakout?
In the commodities space, companies exposed to critical defence-related metals remain in focus. Almonty Industries is one such name, operating in the tungsten supply chain. The stock is currently consolidating at around CAD 27.30 after reaching an April high of CAD 33.35. But the clock is ticking in the background—though in Almonty's favour, as the Iran conflict continues to escalate despite peace efforts. US missile strikes in the Gulf of Oman and a naval blockade demonstrate that global supply chains are fragile and vulnerable. Added to this is a planned Pentagon ban that would cut off access to tungsten from authoritarian states. This is driving, and has already driven, the price of this critical metal sharply higher. Against this backdrop, Almonty stands out as one of the few established Western tungsten producers. A sustained break above previous highs could open the door to additional upside. Read here to find out why a rare buying opportunity may be available right now.
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Commented by Jens Castner on June 1st, 2026 | 06:50 CEST
STRATEGIC RESOURCES: CANADIAN COMMODITIES HIDDEN GEM ON THE VERGE OF A BREAKTHROUGH
A major project ready for development, millions in government funding, and a strategic bridge to the US battery industry: Canadian explorer Strategic Resources is stepping into the spotlight of the mining sector with critical raw materials. While the stock remains largely undiscovered in Germany, the active management team in North America is already forging alliances with major industry players. What stands out: an estimated project value of nearly CAD 2 billion is contrasted by a tiny market capitalization of just CAD 16 million. The question now is how the management intends to leverage major industry events in New York and Québec City to trigger a potential re-rating.
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Commented by Stefan Feulner on June 1st, 2026 | 06:40 CEST
Volatus Aerospace: Is the Next Drone Giant Coming from Canada?
The global drone market is rapidly evolving into one of the most important future sectors of the defence and security industry. Geopolitical tensions, rising NATO budgets, and the need for autonomous surveillance of critical infrastructure are driving demand massively. Experts expect the market volume for drone defence alone to exceed USD 20 billion by 2030. At the same time, civilian applications such as pipeline, offshore, and power grid inspections are becoming increasingly important. Companies like Volatus Aerospace, which combine hardware, software, and operational services, could benefit disproportionately from this trend. New projects, multi-billion-dollar government programs, and AI-driven systems are currently providing significant momentum.
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Commented by Matthias Schomber on May 29th, 2026 | 09:05 CEST
Siemens Energy and DroneShield in the Spotlight - HPQ Silicon Set to Take Off?
While Washington and Tehran claim to be on the verge of a ceasefire agreement—after months of conflict over Iran—aimed at reopening the Strait of Hormuz, through which one-fifth of the world's energy flows, technology leaders and emerging companies are setting the markets in motion. In an environment still shaped by the global energy transition and new geopolitical security challenges, where uncertainty is ever-present, attentive investors can find good opportunities and potential. While some heavyweights are already targeting, or have already reached, all-time highs, others are grappling with sometimes abnormal, violent price swings and regulatory headwinds. Away from the spotlight, however, there are also smaller companies that nonetheless have what it takes to significantly transform forward-looking industries. In this report, we examine Siemens Energy's impressive comeback, analyze the rollercoaster ride of DroneShield shares, and finally take a look at HPQ Silicon. This still-undiscovered stock could be on the verge of a decisive technical and fundamental turning point right now.
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Commented by Jens Castner on May 29th, 2026 | 09:00 CEST
VOLATUS AEROSPACE: THE DIGITAL BRAIN OF THE DRONE AGE
Forget everything you know about drone manufacturers. In the future, the big money in unmanned aerial vehicles will no longer be made by building chassis and rotors. The key to success lies at the heart of the system: in the software and intelligent control programs. The Canadian company Volatus Aerospace impressively demonstrates how a traditional service provider and hardware supplier is transforming itself into a highly innovative technology powerhouse. The market has not yet fully grasped the company's full potential.
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Commented by Armin Schulz on May 28th, 2026 | 07:20 CEST
TKMS, Strategic Resources, and Lockheed Martin: The Largest Post-War Rearmament Program Is Stalling!
For the first time since the Cold War, NATO is pouring record sums into defence—EUR 108 billion for Germany alone. But modern frigates, battle tanks, and jets consume critical metals such as vanadium, germanium, and rare earth elements. Without these raw materials, even high-tech weapons become useless. China dominates the supply chains, creating a dangerous bottleneck. Yet although the outlook for companies in this sector could hardly be better, few stocks are trading at their all-time highs. Today, with TKMS, Strategic Resources, and Lockheed Martin, we have three interesting companies that have the potential to reach new highs.
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Commented by Fabian Lorenz on May 28th, 2026 | 07:15 CEST
SpaceX IPO: Buy or Stay Away? Almonty Heading into Space—and Undervalued?
It is the stock market event of the year and the biggest IPO of all time. Elon Musk is taking SpaceX public. Despite an absurd valuation, it might be worth buying at least in the short term. An AI expert and tech analyst breaks down the facts and the hype, and his conclusion is interesting. The IPO is also having spillover effects on other space-related equities, with several stocks showing sharp short-term gains. And raw materials crucial to space travel are also coming into focus for investors. Tungsten, for example, plays a key role in aerospace applications such as rockets and satellites. The price of this critical metal is skyrocketing, and anyone looking to profit from it can hardly ignore Almonty Industries. The company recently made a milestone with the commissioning of its large-scale mine in South Korea. Analysts are projecting strong revenue and earnings growth in the coming years, with recent updates leading to higher price targets.
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Commented by Armin Schulz on May 28th, 2026 | 07:10 CEST
Volatus Aerospace: A Quiet Beneficiary of the Drone Boom with a USD 1.1 Billion Opportunity
The drone industry suffers from a structural problem. While there are many manufacturers, hardly any offer a complete package of hardware, operation, and maintenance from a single source. Volatus Aerospace has positioned itself precisely in this niche. From a commercial service provider for pipeline inspections and offshore logistics, it has grown into a provider increasingly relevant in the defence sector as well. With its own production facility in Mirabel, autonomous software, and recent successes in US and NATO programs, the company is demonstrating that the scaling phase has begun.
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