Defense
Commented by André Will-Laudien on August 21st, 2025 | 07:20 CEST
Defense sell-off – New doublers are emerging with thyssenkrupp, Almonty, and Heidelberger Druck
What defense speculators always feared as a looming threat is now happening within just one week: Peace negotiations between Russia and Ukraine! Even though nothing concrete has happened yet, the sentiment is clear: If only half of the numerous geopolitical conflicts calm down or even disappear entirely, the pressure to rearm will ease, and potential orders, which were already reflected extensively in share prices, could be reduced or canceled altogether. Public budgets resemble a pressure cooker at 120 degrees, so any relief is welcome. It will be interesting to see how far defense stocks might fall, especially after rising by up to 2000% in the case of Rheinmetall. Almonty remains interesting because, even with reduced defense demand, critical metals remain the bottleneck of Western industries. It is worth taking a closer look.
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Commented by Fabian Lorenz on August 21st, 2025 | 07:00 CEST
Up to 300% with raw materials and defense! Standard Lithium, DroneShield, and zinc play Pasinex!
DroneShield's stock has plummeted by around 20% in recent days. However, with a performance of over 300% in 2025, the Australian company remains one of the top performers. The drone defense specialist recently reported on its performance in Q2. Revenue is at record levels, and the order book is full. Will that be enough? Pasinex Resources remains in rally mode. The chances of a continuation are high, as important milestones are coming up and the stock remains favorable. Standard Lithium has celebrated a comeback in recent months, recovering from its brutal crash at the turn of the year. What is next?
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Commented by André Will-Laudien on August 19th, 2025 | 07:10 CEST
Ukraine hangs in the balance, and demand for defense remains high! Rheinmetall, Hensoldt, Antimony Resources, and DroneShield in focus
The latest geopolitical tensions and the Trump-Putin summit in Alaska highlight how fragile global supply chains currently are due to high levels of uncertainty—especially for European industry, which is suffering from energy shortages and trade blockades. This situation is reflected in the capital markets, where interest rates are trending upward and risk premiums are increasing. Nevertheless, new record highs are being recorded almost daily. Under pressure from rising commodity prices, Western industrial companies in particular are facing the challenge of realigning their procurement strategies in order to survive in an increasingly fragmented global trade environment. This opens up opportunities for investors who respond flexibly and resiliently to these changes. So which investments should investors focus on to successfully navigate their portfolios through this turbulent phase of global upheaval?
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Commented by Fabian Lorenz on August 19th, 2025 | 07:05 CEST
Tungsten prices skyrocket! Almonty Industries profits! RENK with new forecast? Steyr Motors goes full throttle!
Is tungsten the "real" precious metal? After all, the price of this critical raw material, which is essential in key industries such as defense, has risen by more than 20% since mid-May alone. Gold and silver cannot keep up. The big winner is Almonty. Following its Nasdaq IPO, the Company is set to become the largest Western tungsten producer with its new mine. Analysts recommend buying the stock. Analysts are also bullish on RENK. The half-year figures were convincing, and a potential bombshell could drop in November. Steyr Motors is also continuing to go full throttle. The Austrian company is justifying its 280% share price surge and is expanding into Eastern Europe.
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Commented by Fabian Lorenz on August 18th, 2025 | 07:20 CEST
Defense rally after summit flop? Rheinmetall, Hensoldt, Volatus Aerospace!
Are defense stocks taking off again? The meeting between Donald Trump and Vladimir Putin on Friday had been eagerly anticipated. But the "peace summit" turned out to be just a PR stunt. Russia continues its massive attacks on Ukraine, with no end in sight. As a result, the consolidation phase in defense stocks may now be over. One candidate for a strong rebound is Volatus Aerospace. The Company appears to be helping NATO get up to speed in the drone sector and has a strong second pillar in the non-military sector. Among the German heavyweights, weak order intake had caused disappointment. Now the shares could be heading back toward their all-time highs. At Rheinmetall, a personnel change is making additional headlines.
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Commented by Nico Popp on August 18th, 2025 | 07:15 CEST
What Trump's summit failure now means for silver: Silver North Resources, Raytheon Technologies, Hecla Mining
Peace? Ceasefire? Wishful thinking! The meeting between US President Donald Trump and Russian President Vladimir Putin ended on Friday in Alaska without any concrete results. This confirms what many observers had expected in the run-up to the meeting: a resolution is not likely anytime soon. Instead, the course of the meeting in Alaska shows that defense will remain a major issue for many decades to come. For the silver market, this could mean a significant supply shortage.
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Commented by Stefan Feulner on August 18th, 2025 | 07:00 CEST
Uranium Energy, Almonty Industries, Bayer – Rebound after correction
The peace summit between the US and Russia is already history and yielded few results in terms of ending the war in Ukraine. While the indices remained stable last week, short, sharp setbacks in selected stocks could offer interesting entry opportunities at the start of the week. Uncertainty also continues to prevail with regard to tariffs. Although the tariffs for India and China have been postponed, a final agreement is still a long way off.
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Commented by Armin Schulz on August 15th, 2025 | 07:00 CEST
War and raw material shortages = Your profit: How Rheinmetall, Almonty Industries, and RENK are now cashing in
The global security architecture is collapsing, and with it, the rules of the game in the defense industry are changing. While superpowers like the US are pumping billions into strategic raw materials to break critical import dependencies, resource security is becoming the new currency of military strength. Tungsten, rare earths, and high-performance metals are now decisive factors in technological sovereignty. Those who take advantage of this shift stand to benefit from unprecedented government initiatives. Three companies are positioning themselves decisively in this area: Rheinmetall, Almonty Industries, and RENK.
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Commented by Fabian Lorenz on August 14th, 2025 | 07:15 CEST
BOMBSHELL! RENK, Bayer, Desert Gold! Who has the potential to multiply?
Bombshell at RENK! Order intake is exploding! Revenue and earnings are also already up significantly. After Rheinmetall and Hensoldt posted rather disappointing figures, the defense boom appears to be reaching the tank transmission specialist. The stock is reacting strongly. Meanwhile, the share price of gold explorer Desert Gold has not yet responded to the recent Preliminary Economic Assessment (PEA). This is surprising, as the returns are high - even with the conservative gold price assumptions. In an interview with analysts, the CEO once again explains the opportunities. GBC Research sees potential for multiplication here. At Bayer, investors have recently been focusing more on litigation risks in the US than on upside potential. However, the latest news from the pharmaceutical division is driving the Leverkusen-based company's shares up again. Is the weak phase finally over?
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Commented by Stefan Feulner on August 14th, 2025 | 07:00 CEST
Plug Power, Pure Hydrogen, RENK – The order books are filling up
The stock markets are celebrating as if there were no tomorrow. But caution is advised! The ambitious valuations of many companies are likely to result in a sharp correction in the near future. Stock picking is currently the order of the day, because we saw how quickly high prices can evaporate into thin air at the beginning of April when Donald Trump unveiled his tariff measures. But there are still some undiscovered gems out there. In the hydrogen sector in particular, a previously unknown company has made a name for itself with two future-oriented orders.
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