Defense
Commented by Matthias Schomber on August 24th, 2026 | 07:30 CEST
Return Opportunities in Defence, Hydrogen and GreenTech: How Deutz, Nel ASA and MustGrow Biologics Are Gearing Up for a Breakout!
Created and Published on Behalf of MustGrow Biologics Corp.
Trump's hard-line stance in the Iran conflict and the blockade of the Strait of Hormuz have been keeping the financial markets on edge for weeks and months. This issue will likely remain with us for quite some time. However, these geopolitical crises are currently causing massive shifts in market weightings, with defence-related stocks gaining renewed momentum while many former "hydrogen hype" stocks continue to lose ground. Deutz AG, for example, is pivoting toward the defence technology sector with billion-euro acquisitions, thereby striking exactly the right chord with current market sentiment. Nel ASA, by contrast, is experiencing the opposite: despite a strong order book, weak margins continue to weigh on the stock. Away from these two companies, MustGrow Biologics, a smaller company operating in a niche market, is making headway. The Canadian agri-biotech specialist is making strides in sustainable crop protection and may be on the verge of a technical breakout.
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Commented by Lars Winter on August 21st, 2026 | 09:00 CEST
A.H.T. Syngas on the Verge of a Breakthrough? Tonies Booms, RENK Sparks Takeover Speculation - Three Stocks to Watch
From a celebrated high-flyer to a forgotten micro-cap: A.H.T. Syngas has seen its share price plunge. But new projects, a growing pipeline, and a focus on scalable energy solutions are sparking fresh optimism. If the operational turnaround succeeds, the stock has the potential to multiply in value. Tonies also still offers upside potential. The manufacturer of the popular audio cubes for children continues to deliver strong growth and recently reported solid results. Meanwhile, transmission-system manufacturer and defense contractor RENK is also impressing operationally. The company is sitting on a record order backlog and is even considered a potential takeover target. Three stocks with completely different risk profiles—but each with clear catalysts driving their prices. We take a closer look at this trio in our stock review.
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Commented by Matthias Schomber on August 21st, 2026 | 08:50 CEST
Short Squeeze, Takeover Battle and Military Contract – Why Novavax, Commerzbank and HPQ Silicon Could Electrify the Markets!
Three stocks, three opportunities. While Novavax could be heading for a short squeeze, aided by peer Moderna and a high short-interest ratio, a decisive turning point could be emerging in Commerzbank's multibillion-euro takeover battle with UniCredit. Away from these two companies, the greentech specialist HPQ Silicon is celebrating an operational milestone with its first military contracts for its new battery cells and is positioning itself for a technical breakout. Where do the greatest return potentials lie, and what should investors know right now? We provide the answers.
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Commented by Stefan Feulner on August 21st, 2026 | 07:40 CEST
Ondas, Volatus Aerospace, Kratos Defense: The Drone Boom Enters Its Next Phase
Drones have transformed modern warfare, and now the next phase is beginning. Instead of individual high-tech systems, the focus is increasingly on low costs, high volumes, and rapidly scalable production capacities. Billions are flowing into autonomous aircraft, reconnaissance, and new propulsion systems. At the same time, manufacturers are expanding their factories or acquiring additional capacity. Three companies are positioning themselves for the defence market, where scale and speed are becoming increasingly important.
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Commented by Jens Castner on August 20th, 2026 | 07:50 CEST
Ammunition, Engines, Mines: Rheinmetall, Mercedes-Benz and Power Metallic Mines in the Raw Materials Race
The defence industry is booming, the automotive sector is electrifying—and both are competing for many of the same raw materials: copper, nickel, and platinum-group metals. Their production is often concentrated in politically sensitive regions such as Russia, while China controls a large share of global processing. The result: companies that fail to secure supplies in time risk production lines grinding to a halt. Rheinmetall needs these metals for ammunition and armoured vehicles, Mercedes-Benz needs them for batteries and electric motors, and Power Metallic Mines aims to supply them. We take a closer look at the potential upside for the shares of this trio.
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Commented by Carsten Mainitz on August 20th, 2026 | 07:40 CEST
Drone Alert Across Europe: Volatus Aerospace, Hensoldt and Deutsche Telekom Are Building a Digital Shield
The importance of drones is growing steadily. Their true value increasingly stems from the interplay of data, software, and other services related to their deployment. A modern drone architecture must detect aerial objects, analyze signals, transmit information, prepare decisions, and initiate countermeasures when necessary. While Volatus Aerospace combines drone systems, operational services, training, and—increasingly—software, Hensoldt specializes in sensor technology and military system integration. As a major network infrastructure provider, Deutsche Telekom is also playing an increasingly important role. All in all, this is an exciting and promising investment theme for investors. Which stock has the greatest potential?
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Commented by Nico Popp on August 20th, 2026 | 07:05 CEST
Tungsten Shock for Sandvik and Lockheed Martin – Almonty in a Perfect Position
When military equipment or industrial tools reach their performance limits, a highly sought-after heavy metal often comes to the rescue. With a melting point of 3,422 °C, tungsten withstands even extreme heat and has a density nearly identical to that of gold. Yet it is precisely with this key raw material, tungsten, that Western industrialized nations are coming under pressure. Beijing controls over 80% of global production and has significantly tightened export controls in recent years. Since China itself became a net importer in 2025 and the Western defense industry faces strict procurement bans, a race is underway for mining capacity in secure jurisdictions. This is where Almonty Industries comes into play, as it is considered a leading Western tungsten producer. We take a closer look at the market.
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Commented by André Will-Laudien on August 19th, 2026 | 07:15 CEST
Excitement is Building: SpaceX, Volatus, Airbus and DroneShield are supplying NATO and seeing their profits soar
As of July 31, 2026, the Bundeswehr will grow to approximately 186,700 service members. This means that, as of mid-year, the number of military personnel will fall within the target range for 2026 growth—between 186,000 and 190,000 "troops". At the same time, this marks a new high in approximately 13 years. Furthermore, the transatlantic military alliance is responding to the changed geopolitical security situation by making historic investments in defense and rapidly advancing the modernization of its armed forces. At the heart of this strategic realignment is a profound technological transformation that merges traditional defense equipment with state-of-the-art aerospace technology. In addition to SpaceX, Airbus and DroneShield, the Canadian technology company Volatus Aerospace is also experiencing rapidly rising demand for its sophisticated drone systems for tactical reconnaissance along external borders. The synergy between agile tech pioneers and established defense giants is creating a highly efficient ecosystem for defending the Western Hemisphere. For investors, this booming sector offers a rare combination of defensive stability and exponential growth potential. We take a closer look.
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Commented by Lars Winter on August 19th, 2026 | 07:05 CEST
Zefiro Methane, RENK and Talanx on the Move: Three Interesting Stocks Under Review
New orders, operational progress, and an upgraded outlook: Zefiro Methane, RENK, and Talanx have all seen significant developments recently. While Talanx has long been among the top tier of European insurers and RENK is benefiting from the defense boom, Zefiro Methane is turning a largely overlooked environmental problem into a growing business opportunity. We take a closer look at these three promising stocks in our stock review.
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Commented by Armin Schulz on August 18th, 2026 | 08:30 CEST
Ticking Time Bomb in the Skies: Rheinmetall, Volatus Aerospace and DroneShield Stand to Benefit from Rising Security Threats
The incident at Leipzig Airport in early August, where fortunately a drone carrying Semtex explosives could not be detonated, demonstrates just how vulnerable the security infrastructure is—not only in Germany. Although intruders can often be detected, active intervention is sometimes difficult. This emerging threat is driving the multi-billion-dollar market for drone defence technologies. However, operators are facing regulatory grey areas, even as demand soars. So today we are taking a closer look at defence giant Rheinmetall, drone specialist Volatus Aerospace, and counter-drone specialist DroneShield.
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