Defense
Commented by Fabian Lorenz on September 9th, 2026 | 07:10 CEST
Insider Alert at Deutz! Buy Recommendation for Renk! Drone Potential at HPQ Silicon!
At the start of the year, HPQ Silicon's stock would likely have skyrocketed. Back then, the stock market loved drone stocks. Little remains of that euphoria today. But that is precisely where the opportunity lies for HPQ. The news flow is strong, with several European drone manufacturers currently testing its latest-generation batteries, while the French Army has already placed an order. Deutz is arguably the star among defence stocks right now. An insider continues to buy, and the news flow is also positive. At Renk, analysts believe the recent share price decline has been overdone. They have upgraded the stock. The upside potential is limited, however, and there are risks in the order backlog.
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Commented by André Will-Laudien on September 9th, 2026 | 06:55 CEST
Saxony-Anhalt, Leipzig, NATO and Gold – Here We Go! Rheinmetall, Renk, DRC Gold and CSG Take Center Stage
There is a great deal of activity on the international stage, with several players adding to the tension. In Saxony-Anhalt and around the Leipzig logistics hub, everything is currently revolving around strategic decisions in defence policy with far-reaching implications. NATO is pulling the strings behind the scenes, while demand for security and tangible assets such as gold is reaching new all-time highs. In this highly volatile market environment, defence giant Rheinmetall is taking centre stage with new major contracts and capacity expansions. Close behind are gearbox specialist Renk and the Czech defence group CSG, both showing strong growth. At the same time, DRC Gold is adding the necessary spice to the speculative play on scarce raw materials and crisis protection. This mix of geopolitical necessity and economic dynamism gives the current situation a particularly explosive quality. Now, more than ever, it is essential to set the right course for your investment portfolio!
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Commented by Stefan Bode on September 8th, 2026 | 07:45 CEST
Growth Potential vs Valuation Reality – Broadcom, Deutsche Telekom, Volatus Aerospace
This report examines three companies that could provide fresh catalysts for their stocks in the future. Here, growth and innovation potential meet regulatory, geopolitical, and operational challenges. Market data, quarterly results and strategic partnerships provide indicators of sustainable growth drivers beyond individual news events. This analysis combines sector trends, capital allocation and the respective risk profiles. It also demonstrates how margins, dependence on major customers, and investment cycles shape valuations and where long-term trends are already emerging.
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Commented by Nico Popp on September 7th, 2026 | 08:20 CEST
Almonty: Analysts Speak Out – Airbus and Sandvik Need to Diversify Their Tungsten Supply
When huge turbines roar on the tarmac and passenger jets weighing several tonnes take off, few people think about how modern aeroplanes are manufactured and what is crucial to the process. Yet one extremely durable metal can determine the pace of modern aviation: tungsten. Without tungsten, the aviation industry's assembly lines could grind to a sudden halt. With a density close to that of gold and the highest melting point of any element, this critical metal can withstand extreme conditions. It is therefore essential not only in aerospace but also in a range of other future technologies, including fusion energy. Yet while the West is developing and building the latest-generation aircraft, China controls more than 80% of global tungsten production. This concentration of supply represents a highly dangerous strategic risk—but there is a solution.
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Commented by Fabian Lorenz on September 7th, 2026 | 08:10 CEST
Buy Drone Stocks Now? Rheinmetall, Steyr Motors and Volatus Aerospace Target a Billion-Dollar Market
According to MarketsandMarkets, the global market for drones and counter-drone systems is expected to grow from USD 60.48 billion in 2025 to USD 155.13 billion by 2030. Despite the projected increase of around 156%, drone stocks are currently struggling on the stock market. This could create an exciting counter-cyclical buying opportunity. Volatus Aerospace has recently opened the door to the domestic market in Canada. As much as CAD 6.6 billion is expected to be channelled into strengthening the Canadian defence industry over the next five years. In addition, the drone specialist has announced potential NATO contracts. Rheinmetall is also making its mark in the drone market. The company recently highlighted its capabilities in hybrid drone defence. In addition, a surveillance drone developed by the Düsseldorf-based group is being tested by the German Armed Forces. Unmanned surface vessels (USVs) could provide fresh momentum for Steyr Motors' stock. After all, framework agreements are already in place.
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Commented by Matthias Schomber on September 4th, 2026 | 09:30 CEST
Danger at Rheinmetall and OHB! Is HPQ Silicon a Buying Opportunity?
The defence sector has experienced an unprecedented rally in recent years, but a harsher wind is suddenly blowing on the trading floor. While major players such as Rheinmetall and the aerospace specialist OHB are suffering from profit-taking and rising oil prices despite their exceptionally strong order books, a potentially entirely new opportunity is emerging away from the headlines. Canadian technology company HPQ Silicon is developing market-changing innovations in battery and hydrogen technologies that are approaching commercial breakthrough. Bold investors who think innovatively may recognize that opportunities on the stock market could be emerging right now.
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Commented by Stefan Feulner on September 4th, 2026 | 07:20 CEST
Cerebras, Volatus Aerospace, Standard Lithium: 3 Markets Poised for a Breakthrough
The next wave of investment is well underway. Billions are flowing into new AI data centres, Western nations are securing critical raw materials, and companies are increasingly automating tasks that previously had to be carried out by people, aeroplanes or helicopters. For investors, this creates opportunities that extend far beyond the well-known technology giants. Of particular interest are companies that provide the infrastructure for this development.
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Commented by Fabian Lorenz on September 4th, 2026 | 07:15 CEST
DroneShield on Alert! Delivery Hero Held Back! Gold Rally Cancelled? Desert Gold Ready for a Breakout?
Alarm bells ringing at DroneShield! While drones and drone defence dominate the headlines, the share is one of the disappointments of 2026. So far this year, the share has lost nearly 50% of its value, and the downward trend shows no sign of ending. The company recently released its half-year results. Unfortunately, not only is revenue rising, but so are losses. Buy anyway? Experts are advising investors to get in on gold and gold mining shares. They say the rally is not over, but is simply taking a healthy breather. Desert Gold's share price has been trading sideways for some time now. But this should soon be over. Investors are waiting for the delivery of the gravity separation plant so that gold production can begin. Analysts expect the stock to multiply in value. Delivery Hero's share price has recently more than doubled. This was due less to strong operational performance than to the takeover bid from Uber. Could the purchase price now have to be increased following the company's strong results?
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Commented by Matthias Schomber on September 4th, 2026 | 07:05 CEST
Shake-Up Brewing at Almonty Industries! Adidas World Cup Party is Over! BYD Export Explosion!
BYD is shaking up the international automotive market with a massive wave of exports, turning up the heat on rival automakers and nearly the entire Western competition. Thanks to the football World Cup, Adidas enjoyed a breathtaking surge in sales, leaving its competitors far behind. But now the World Cup party appears to be over—the stock catalyst has vanished, replaced instead by market frustration. Elsewhere, however, a rare raw material, without which modern defence and technology simply cannot function, is triggering a profound geopolitical upheaval. Almonty Industries is positioning itself perfectly to capitalize on this exact scenario. Find out in this report why the second quarter was so critical for all three stocks, and where the biggest opportunities are lurking right now. Keep reading, as the figures and news tell a powerful and, in some cases, highly surprising story.
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Commented by Fabian Lorenz on September 3rd, 2026 | 08:55 CEST
40% Gains Still Not Enough? Almonty Industries, RENK and Verbio
Following a rally of more than 40% in a single month, Almonty Industries' share price is currently taking a brief breather. This pause is unlikely to last long. Analysts see significant upside potential for the leading Western tungsten producer. Furthermore, an export ban on tungsten scrap has recently come into force in the US. The country has no producing tungsten mine of its own—but Almonty intends to change that soon—and the critical raw material is needed for applications including ammunition, missiles, and semiconductors. Verbio shares have also been in demand in recent weeks. Analysts believe the 33% rise in the share price so far this year is not yet sufficient, with further upside potential expected. Among other things, the company's expansion into the US is driving the share price. And what about Renk? Analysts are recommending a "Buy", while production is being significantly expanded. Yet the share price has so far failed to benefit from these developments.
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