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Commented by Carsten Mainitz on April 16th, 2026 | 07:30 CEST

Almonty Industries: Strategic Reassessment Opens Up Further Upside Potential

  • Mining
  • Tungsten
  • Defense
  • hightech
  • geopolitics

It is a good thing when a company has what many others want. This is particularly true for Almonty Industries. The US-based company produces the critical raw material tungsten, which is in high demand and irreplaceable across many industries due to its unique properties, such as extreme heat resistance and the ability to withstand enormous pressure. Demand is rising enormously, particularly in the defense industry. Almonty is set to become the largest tungsten producer outside of China in the foreseeable future. Its main production site in Sangdong, South Korea, was designed to generate high margins even in a low-price environment of USD 350 per metric ton unit (MTU). The price currently stands at USD 3,000 per MTU. Analysts are factoring in only a fraction of that. Given the fundamentally changed market conditions, a revaluation of the stock will begin, taking into account the new reality and the company's geopolitical significance.

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Commented by André Will-Laudien on April 16th, 2026 | 07:05 CEST

Volatus Aerospace on the Rise – From Aerial Imagery to a Question of Power: Drone Technology Is Shaping the Future

  • Drones
  • Defense
  • aerospace
  • geopolitics

The skies no longer belong solely to airplanes. Drones are rapidly evolving from niche tools into a core technology across industries. They are man-made, but ultimately superior, because they see better and act without emotion according to predefined patterns. They enhance data collection, automate processes, and expand operational capabilities—from agriculture to security. What was once experimental is now becoming systemically relevant. Autonomous systems secure energy supplies, facilitate rescue operations, and modernize global supply chains. Their dual utility makes them a key infrastructure of the digital age. For whoever possesses drone technologies increasingly controls the flow of data and resources and optimizes protection against unwanted threats. A trend that is clearly gaining momentum in the financial markets, with one name at the forefront: Volatus Aerospace.

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Commented by Fabian Lorenz on April 16th, 2026 | 07:00 CEST

Winners and Losers of the Iran War: Rheinmetall, TUI and A.H.T. Syngas

  • syngas
  • Sustainability
  • Travel
  • Defense
  • geopolitics

Analysts see nearly 150% upside potential for A.H.T. Syngas shares. The company offers a clean alternative to natural gas. In an interview, the CEO reports a "real surge" since the war in Iran. Analysts expect significantly rising revenues and profits. Could these projections even be too conservative? Rheinmetall is certainly not undervalued. Moreover, the defense contractor seems out of step with the times with its "heavy military equipment." But with drones and missiles, the company aims to keep pace with the times and is forming partnerships to that end. TUI, on the other hand, is struggling with the consequences of the Iran war. Cruise ships are stranded, kerosene prices are rising, and vacation destinations in the Arab world are not being booked. Nevertheless, analysts are surprisingly optimistic.

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Commented by Nico Popp on April 15th, 2026 | 08:00 CEST

Innovator Combines the Expertise of DroneShield and Dufour Aerospace: Volatus Aerospace as a Fully Integrated Drone Service Provider

  • Drones
  • Defense
  • aerospace
  • geopolitics

The aviation industry is undergoing what is arguably its most radical transformation since the introduction of jet engines: autonomous flight is gaining importance in both the military and civilian sectors. Yet the market is hungry for comprehensive solutions that seamlessly integrate flight operations, specialized hardware, and robust security systems. Leading this development are three companies: Dufour Aerospace, a pioneer in highly efficient tilt-wing aircraft; DroneShield, the market leader in drone defense; and Volatus Aerospace, which is making a name for itself as a strategic systems integrator. Opportunities are emerging for investors. Volatus Aerospace, in particular, stands out by combining the commercial use of drones with security technology, thereby paving the way for scalable, autonomous aviation. Major corporations such as Rheinmetall have also recently invested heavily in drone technology and are likely exploring potential acquisition targets.

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Commented by Tarik Dede on April 15th, 2026 | 07:55 CEST

Almonty Industries: Move to the US Gives Shares a Big Boost

  • Mining
  • Tungsten
  • Defense
  • CriticalMetals
  • Investments

Tungsten is one of the metals of the moment! It is indispensable in X-ray machines, as well as in tanks and ammunition. Almonty Industries is one of the largest Western producers in this market. Now the company is moving its headquarters from Toronto to the US. With this move, CEO Black aims to benefit even more from the world's largest capital market, as well as from US plans to build its own supply chains. The stock market is celebrating the move, and the stock is making another leap toward its all-time high.

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Commented by Tarik Dede on April 14th, 2026 | 07:10 CEST

Volatus Aerospace: A Dual-Use Drone Play with Growth Potential

  • Drones
  • Defense
  • aerospace
  • geopolitics

Whether in civilian or military applications, drones are becoming an increasingly important component of modern technology ecosystems. Recent conflicts, including in Ukraine and the Middle East, have highlighted their strategic relevance. The major powers are faltering. Tank manufacturers are trembling. Yet drones are also increasingly permeating civilian society, a virtually unstoppable trend. According to Global Market Insights, the global drone market could exceed USD 66 billion by 2035, up from around USD 20 billion today. Within this environment, Volatus Aerospace is positioning itself as an integrated provider in North America. Supported by a strong order pipeline, the company is on a growth trajectory. Therefore, investors should also take a look at the stock, especially since there is currently an opportunity to buy in.

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Commented by Fabian Lorenz on April 14th, 2026 | 07:00 CEST

"Top Pick" Siemens Energy, Drone Potential at Steyr Motors, and a Buying Opportunity at DRC Gold

  • Mining
  • Gold
  • Commodities
  • Drones
  • Energy
  • Defense

US President Trump continues to keep global stock markets on edge. Gold, energy, and defense stocks were expected to benefit from the announced blockade of the Strait of Hormuz. However, gold and defense stocks, in particular, have been trending weaker, just as they have over the past few weeks. This presents interesting buying opportunities. Take DRC Gold, for example. After the focus, the stock was on an upward trend. But over the past 4 weeks, it has fallen by around 20%. Meanwhile, the update on the resource estimate is imminent and could fuel new takeover speculation. Steyr Motors shares have also lost ground. Yet management looked optimistically toward the future at the AGM. Siemens Energy was among yesterday's losers. But this is no cause for concern. Analysts still consider the stock a "Top Pick," and the partnership with Amazon subsidiary AWS fuels AI speculation.

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Commented by André Will-Laudien on April 13th, 2026 | 09:30 CEST

Double The Gains: 100% Rebound in Defense Stocks and Critical Metals – Rheinmetall, Antimony Resources, CSG, and Mutares in focus

  • Mining
  • antimony
  • Defense
  • CriticalMetals
  • geopolitics
  • security

Created and published on behalf of Antimony Resources Corp.

The stock market gives and takes. While investors were able to celebrate a massive 5% gain last week, the tide has already turned in the opposite direction this week. The reason: The hoped-for peace talks in Pakistan between the US, Israel, and Iran have failed. Since this provides no positive momentum for the economy or the already strained energy and metals markets, volatility is likely to return in some sectors. We are looking at opportunities in the critical metals sector and highlighting some stocks that are showing attractive metrics again following recent corrections.

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Commented by André Will-Laudien on April 13th, 2026 | 07:25 CEST

Almonty Drives the Tungsten Market: Between Shortages, Price Surges, and Revaluation

  • Mining
  • Tungsten
  • Defense
  • geopolitics
  • hightech

Major stock indices are currently experiencing heightened volatility. Following the strong rally of the past 24 months, both the S&P 500 and the DAX 40 have recently corrected by between 5% and 10%. Rising interest rates and little prospect of peace in one of the many global hotspots are weighing particularly heavily on the market. Commodities paint a different picture: industrial metals and critical materials remain in demand, led by tungsten, whose price has increased roughly tenfold over the past 24 months. Producer Almonty Industries is benefiting particularly from this; with the start of production in Sangdong, it is now entering a new operational phase and, with a market capitalization of more than EUR 4.2 billion, has made its way onto the buy lists of institutional investors. The recent consolidation appears to be over. What should investors be watching for now?

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Commented by Stefan Feulner on April 13th, 2026 | 07:20 CEST

ITM Power, Lahontan Gold, DroneShield – Uncertainties Present Buying Opportunities

  • Mining
  • Gold
  • Commodities
  • Defense
  • Drones
  • AI

As expected, the peace talks between the US and Iran in Islamabad over the weekend have failed for now. As a result, global stock markets are likely to remain under pressure at the start of the week. Many stocks face the risk of massive corrections and oversold conditions, which could be exploited as buying opportunities in the long term. In addition to the gold sector, interesting opportunities are also emerging in the hydrogen and drone technology sectors.

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