Defense
Commented by Stefan Feulner on October 20th, 2025 | 07:10 CEST
MP Materials, Globex Mining, Almonty Industries – Entry opportunity after the "ceasefire"
Following the parabolic rise in critical raw material stocks in recent weeks, sharp corrections set in at the end of last week. The trigger was that US Treasury Secretary Bessent proposed a trade "ceasefire" with the world's second-largest economy, China. However, producers of rare earths and tungsten will likely continue to experience long-term gains due to persistent scarcity. As a result, the recent consolidation offers attractive entry opportunities, particularly among Western suppliers.
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Commented by Fabian Lorenz on October 20th, 2025 | 07:00 CEST
BUYING OPPORTUNITY!? Gerresheimer crash! RENK correction! Nakiki shares following in the Bitcoin footsteps of Strategy and Metaplanet!
Nakiki SE is increasingly electrifying stock investors and the Bitcoin community. Following in the footsteps of Strategy, the Company aims to become the first German Bitcoin Treasury company in the regulated market. Around the initial Bitcoin purchases, Metaplanet and Capital B achieved price gains of over 100%. Could Nakiki follow suit? RENK shares are currently undergoing a correction. One analyst recently pointed out issues in the US business. Thursday could be an exciting day for RENK shareholders. Is it worth entering now? As for Gerresheimer, the stock appears unable to find a bottom. Analysts are far too slow in adjusting their price targets.
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Commented by Carsten Mainitz on October 16th, 2025 | 07:25 CEST
Europe is building a drone wall – Manufacturers like Volatus Aerospace set to benefit enormously!
The world is arming up. NATO has decided to invest 5% of its GDP annually in defense and security-related infrastructure from 2035 onwards! This means that more than EUR 300 billion per year will be spent. Large sums will flow into air defense, cyber defense, AI, and drone defense. The increasing number of airspace violations, presumably by Russian drones, is demanding action not only from the affected Eastern European countries but also from the entire NATO alliance. Which companies are on the winning side?
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Commented by Fabian Lorenz on October 16th, 2025 | 07:15 CEST
Hensoldt forges drone alliance! Nordex peaked? Over 10% dividend with RE Royalties
A dividend yield of over 10% currently makes RE Royalties shares an attractive buy. The Company finances renewable energy projects and will also participate in future earnings from these projects. With success, since 2020, the Company has grown by 38% p.a. and has paid dividends for 25 quarters. By comparison, Nordex is far from such continuity in growth. However, Nordex is currently riding a wave of growth. After a 100% increase in the share price, analysts see little potential for Nordex shares. Meanwhile, Hensoldt shares would likely have jumped after the latest announcement, as the sensor specialist is forging a new German drone alliance. Is now the time to buy?
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Commented by Nico Popp on October 16th, 2025 | 07:10 CEST
Tungsten – Where the critical element is irreplaceable: Almonty, LAM Research, Rheinmetall
In recent days, the share price of tungsten producer Almonty Industries has known only one direction: upward. But why is there suddenly such hype surrounding a raw material that, only a few years ago, was known only to experts? The answer is clear: for decades, China lulled Western buyers into a false sense of security and drove foreign mine operators into bankruptcy through dumping prices. Today, Almonty remains the only major tungsten producer in the West, while numerous industries urgently depend on this critical element. We take a closer look at the demand structure of this unique high-tech and defense metal.
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Commented by André Will-Laudien on October 15th, 2025 | 07:05 CEST
Supply chains on the NASDAQ! Critical metals sold out? What is next for Almonty - Caution advised with Rheinmetall, Deutz, and RENK
Snip-Snap! In and out of the markets! At the moment, all stock market wisdom applies, because there is nothing more unpredictable for investors than the current US president. And who would have thought that the critical metal supply chains would suddenly become a major driving force behind the NASDAQ rally? Just as Xi Jinping threw rare metals into the ring as a bargaining chip, Donald Trump blew a fuse. Punitive tariffs of up to 100% were suddenly on the table, and the markets went into a tailspin. Yet just one trading day later, everything is put into perspective, and the markets have to find their new valuation point – no easy task. Yesterday, nervousness returned, as reflected in a sharp rise in the volatility index. What should investors be keeping a close eye on now?
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Commented by Armin Schulz on October 14th, 2025 | 07:25 CEST
China closes the door – NEO Battery Materials opens a window to profits in the drone market
From November 2025, China will tighten export controls. The export of high-performance batteries and related materials will become significantly more difficult. This political decision is turning the global supply chain for electric mobility and high-tech upside down. While established players outside China struggle, a small Canadian company is catapulting itself into a unique position. NEO Battery Materials has positioned itself in the right place at precisely the right time. For investors, this creates a rare opportunity to profit from a geopolitical turning point.
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Commented by Carsten Mainitz on October 14th, 2025 | 07:15 CEST
Momentum plays with a new wave: Almonty Industries and Rheinmetall – what is Gerresheimer doing?
The trade dispute between the US and China appears to be entering the next round. Late last week, US President Trump announced his intention to impose additional punitive tariffs of 100% on Chinese goods. The measures are expected to take effect by November at the latest. This follows China's decision to tighten export controls on certain technologies and raw materials. China holds many critical raw materials and is gradually restricting their export. While consumers face major challenges in view of the shortage of demand and rising prices, producers of these raw materials are among the stock market favorites.
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Commented by Armin Schulz on October 14th, 2025 | 07:00 CEST
Why RENK Group needs Antimony Resources just as much as the largest US defense contractor, RTX
The global defense industry is facing a fundamental supply crisis. Antimony, a largely overlooked metal that is indispensable for high-performance electronics, armor-piercing alloys, and flame-resistant propulsion systems, is becoming a key strategic factor. Prices are skyrocketing, and massive supply bottlenecks are emerging. This shortage is hitting defense giants and suppliers hard, forcing them to radically rethink their procurement strategy. Today, we take a closer look at the current situation of the RENK Group, the explorer Antimony Resources, and the largest US defense contractor RTX.
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Commented by Fabian Lorenz on October 13th, 2025 | 07:30 CEST
Drone boom and multiplication: Following DroneShield, RENK, and Standard Lithium, NEO Battery Materials shares are taking off!
Missed out on the multiplication of shares such as DroneShield, RENK, and Standard Lithium? Investors can still get in early with NEO Battery Materials. The Company is benefiting from the drone boom and the raw materials conflict between the US and China. NEO Battery Materials has developed advanced battery technology. The first manufacturer of drone batteries has already placed an order. In the future, the Company also plans to offer complete batteries itself. To save time in commercialization, a factory has been leased. This will allow for rapidly increasing sales and profits. The tariff and raw materials conflict between the US and China is likely to give NEO an additional boost. When will the stock take off?
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