Defense
Commented by Carsten Mainitz on May 6th, 2026 | 07:00 CEST
Volatus Aerospace: Canada's national champion is taking off!
Drones are gradually becoming an industrial game-changer. Their importance on modern battlefields has become evident amid increasing military conflicts. But drones are also emerging as a key growth technology in sectors such as logistics, infrastructure, and agriculture. Volatus Aerospace is positioning itself with a broad range of services, from drone manufacturing to data-driven services (SaaS) via an integrated platform. The Canadian company is benefiting from both areas: rapidly growing NATO orders and an increasing number of long-term industrial contracts. The stock is still moderately valued. However, this will change significantly in the foreseeable future with the company's successful expansion and planned Nasdaq listing. Find out here why drones are among the most exciting investment themes of the coming years and why Volatus Aerospace is on the list of favourites.
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Commented by André Will-Laudien on May 5th, 2026 | 07:45 CEST
Things are heating up in the Middle East! Antimony Resources, Rheinmetall, RENK, and LPKF Laser in high demand
Created and published on behalf of Antimony Resources Corp.
The escalating conflict in the Middle East is acting as a catalyst for the already fragile global supply chains and is abruptly pushing critical raw materials into the spotlight of the capital markets. The focus is less on the physical flow of metals through the Strait of Hormuz and more on its role as a bottleneck for approximately 20% of global oil trade, where disruptions immediately drive up energy prices and, consequently, the cost base of industrial production. Even moderate disruptions lead to rising freight rates, higher insurance premiums, and extended delivery times: a toxic mix for industries optimized for just-in-time production. Studies estimate that the risk of a sustained disruption could destabilize trade volumes of up to USD 1.2 trillion annually. In this complex situation, companies that address strategic bottlenecks or are part of the security-relevant value chain stand to benefit the most. Antimony Resources Corp. is emerging as a potential Western supplier of a critical metal, while Rheinmetall and RENK Group are benefiting from rising defence budgets. LPKF Laser & Electronics is addressing the chip market with new ideas. Investors should trust their instincts about what belongs in their portfolio right now.
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Commented by Fabian Lorenz on May 5th, 2026 | 07:40 CEST
Evotec's Share Price Surges! Summer Rally for Desert Gold? Rheinmetall Shares Heading Toward EUR 2,000?
Evotec's share price has skyrocketed. Following positive news from a drug discovery partnership, the stock temporarily climbed by over 9%. This continues the upward trend of recent weeks. Is there perhaps even more to come? An interesting candidate for a summer rally is Desert Gold. The company plans to begin gold production for the first time next month. Additionally, the resource is set to be expanded through a drilling program. Analysts see potential for a tenfold increase. Analysts are also optimistic about Rheinmetall. They even see the defence stock rising back above EUR 2,000. However, the sector currently lacks momentum. Most recently, the DAX-listed company reported on a milestone.
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Commented by Mario Hose on May 5th, 2026 | 07:30 CEST
Is Volatus Aerospace the Hottest Stock Right Now? A Booming Sector for Future Defence and Security – Drone Stocks on the Rise!
In today's world, increasingly marked by uncertainty and regional "hotspots" such as the conflicts and wars in Ukraine and Iran, a technological revolution is increasingly taking center stage: unmanned aviation, or simply put, drones. Volatus Aerospace has positioned itself here not merely as a service provider, but as a global pioneer bridging the gap between civilian efficiency and military necessity. While many investors remain hesitant, current market data and growing momentum may already be paving the way for a potential share price rally. This is the story of a company quietly creating an entirely new airspace while solidifying strategic partnerships with NATO and leading military experts. Anyone seeking to understand why drones have become indispensable today and how Volatus could benefit from this trend should take a closer look now. This report sheds light on the background of a stock that may be on the verge of reaching entirely new heights, combining a passion for innovation with rock-solid operational discipline.
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Commented by Fabian Lorenz on May 5th, 2026 | 07:05 CEST
Shockwave in the tungsten sector! Trump getting involved? Almonty is the real winner either way!
A major shake-up in the tungsten sector. This critical metal is essential not only for the defence industry and semiconductor production. To date, China controls around 80% of the global market. Tungsten prices have multiplied this year alone. This now appears to be catching the Trump family's attention as well. According to various US media reports, the Trump clan is looking to enter the tungsten market. The whole situation has at least a somewhat questionable undertone. And it will likely take many years before production begins—if it ever gets that far. As a result, tungsten is likely to become even more well-known among US investors, and thus Almonty Industries as well. The company is already producing today and selling at prices previously considered unthinkable.
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Commented by Stefan Feulner on May 4th, 2026 | 07:35 CEST
Almonty Industries: Commodity Shock Escalates – Tungsten Becomes a Bottleneck
Geopolitical tensions, new trade barriers, and rapidly rising demand from key industries are currently fundamentally changing the dynamics of the commodities market. One metal in particular is increasingly coming into focus: tungsten. With prices now exceeding USD 3,200 per MTU, the market has reached a level that was barely imaginable just a few years ago. At the same time, demand from the defence industry, semiconductor manufacturing, and future technologies such as artificial intelligence or nuclear fusion is growing rapidly. While demand is expanding dynamically, supply remains limited, which represents a classic scenario for persistently high prices. The crucial question is therefore no longer whether tungsten is needed, but who can supply it in sufficient quantities. This is precisely where the greatest investment opportunities are currently emerging.
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Commented by Armin Schulz on May 4th, 2026 | 07:10 CEST
Drone Boom Boosts Volatus Aerospace – Nearly 100% Upside Potential! Get in Before the Crowd
Imagine a company that not only builds drones but also manages entire operations remotely—from a central hub across hundreds of kilometres. That is exactly what this Canadian provider has mastered, having spent years serving pipeline operators and energy utilities. Today, even NATO member states are adopting this technology. In March 2026, the company made its debut on the Toronto Stock Exchange. But what is driving this story? The numbers, orders, and a strategic realignment paint the picture of a serious player in a billion-dollar market.
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Commented by Nico Popp on May 1st, 2026 | 07:25 CEST
Is a Western Tungsten Ecosystem Emerging? Almonty Industries vs China Tungsten – Does Rheinmetall Stand to Gain?
The supply of tungsten has become one of the most critical bottlenecks for Western security and high technology. The metal, which has the highest melting point of any element at 3,422°C, is simply irreplaceable in modern weapon systems, semiconductors, and technologies ranging from the energy transition to fusion energy. While the Chinese market leader, China Tungsten and Hightech Materials, continues to post impressive record figures, a turning point is unfolding behind the scenes: China is transforming from a dominant exporter to a strategic importer of tungsten concentrates. This development is forcing Western consumers like Rheinmetall to radically reevaluate their supply chains to avoid dependence on Beijing's export decisions. Almonty is stepping into this strategic vacuum; with the commissioning of the Sangdong mine in South Korea, it is becoming the new linchpin of a Western-oriented raw materials alliance. The current market situation makes it clear that the era of cheap and always-available tungsten from the Far East is over. This makes establishing self-sufficient supply chains in secure jurisdictions a top priority for Western governments. Almonty is likely to benefit. We compare this ambitious tungsten player with the Chinese market leader.
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Commented by Fabian Lorenz on May 1st, 2026 | 07:15 CEST
Nel ASA Soars! RENK and First Hydrogen Bet on Robots!
Nel ASA shares are currently unstoppable. Just yesterday, they surged by more than 15%. This brings the price gain over the past two weeks to around 50%. What is driving this surge? At First Hydrogen, the reason for the ongoing rally is clearer. The company is entering the robotics market. Its "Drones-as-a-Service" model is set to be offered in both civilian and military sectors. This once again links the company's existing hydrogen strategy to a multi-billion-dollar market. Currently, its market capitalization stands at a modest EUR 15 million. RENK is also entering the robotics market. Most recently, the defence contractor, known for its military gearboxes and propulsion systems, announced a contract in the field of autonomous defence systems. The stock is not currently benefiting from this. Yet analysts are recommending a "Buy".
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Commented by Nico Popp on May 1st, 2026 | 07:00 CEST
Long-established German companies under pressure: BASF, Lufthansa, and antimony pioneer Antimony Resources
Created and published on behalf of Antimony Resources Corp.
German industry is facing a severe test: recent media reports indicate that production shortages are already emerging due to the Strait of Hormuz blockade. Two crisis hotspots are converging. A military blockade of the world's most important energy trade route has restricted supplies of crude oil, liquefied natural gas (LNG), and chemical feedstocks such as methanol. At the same time, China is leveraging its dominance in critical minerals, such as antimony, to impose restrictive export controls, further drying up the market. In this environment, raw material sovereignty is the decisive competitive factor. While giants like BASF and Lufthansa are adapting their business models to the situation, problem solvers like Antimony Resources are moving into the spotlight.
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