Defense
Commented by Armin Schulz on August 25th, 2025 | 07:30 CEST
Defense, tungsten, algorithms: Invest in market leaders Rheinmetall, Almonty Industries, and Palantir
In a world undergoing geopolitical upheaval, three key sectors are coming into focus: modern defense technology, critical raw materials, and strategic data analysis. While defense giants are benefiting from rising military budgets, raw material pioneers are satisfying the hunger for materials in the high-tech and defense industries. At the same time, data analysis is monetizing this new complexity for both companies and government security agencies. The successful convergence of these sectors is creating unique growth opportunities. Anyone looking to invest in the defense and security sector should keep an eye on market leaders Rheinmetall, Almonty Industries, and Palantir. They benefit from stability, innovative strength, and reliable growth opportunities.
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Commented by André Will-Laudien on August 25th, 2025 | 07:00 CEST
100% with NATO contracts from the air! Airbus, Globex Mining, Boeing, and Lufthansa
The craziness continues! NATO member states have agreed on new planning targets for armaments and capabilities and, according to Secretary General Mark Rutte, have increased the requirements for air and missile defense by about 30%. Rutte stated: "We need more resources, troops, and capabilities to be prepared for any threat." German Chancellor Friedrich Merz emphasised that Germany would provide all the necessary resources to expand the Bundeswehr into the strongest conventional army in Europe. According to experts, large-scale defense projects, particularly in the aerospace sector, will require enormous investments and far-reaching acquisitions. Across Europe, around EUR 300 billion is expected to be invested in air forces by 2030. Investors should now set the course to benefit from the flood of orders in the aerospace sector.
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Commented by Fabian Lorenz on August 22nd, 2025 | 07:05 CEST
EXCITEMENT at RENK and Power Metallic Mines! Sell SMA Solar shares now?
Power Metallic Mines shares have risen by around 30% in recent weeks. According to the CEO, however, this is likely to be just the beginning. Operational progress in developing the world-class multi-metal project discovered last year could lead to a dynamic turn by the end of the year. Perhaps last year's 200% gain will even be repeated? RENK shares have gained over 200% in the current year alone. To ensure long-term success, the gearbox specialist aims to expand its business model and offer smaller autonomous tanks, among other things, in the future. SMA Solar shares have performed surprisingly well this year. Can the rally continue, or will the skeptical analysts ultimately be proven right?
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Commented by Nico Popp on August 22nd, 2025 | 07:00 CEST
Raw materials as the key to greater value creation: SQM, Lynas Rare Earths, Almonty Industries
Equality is a social construct. Reality, however, is diverse. This also means that some companies are in a much better starting position than others. In free markets, companies compete for market leadership and thus spur each other on to become better. However, some companies are in pole position for a variety of reasons and also have a few extra horsepower than their competitors. We use the examples of lithium specialist SQM, rare earths company Lynas Rare Earths, and innovative tungsten specialist Almonty Industries to explain which characteristics promise long-term advantages for companies and how investors can benefit.
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Commented by André Will-Laudien on August 21st, 2025 | 07:20 CEST
Defense sell-off – New doublers are emerging with thyssenkrupp, Almonty, and Heidelberger Druck
What defense speculators always feared as a looming threat is now happening within just one week: Peace negotiations between Russia and Ukraine! Even though nothing concrete has happened yet, the sentiment is clear: If only half of the numerous geopolitical conflicts calm down or even disappear entirely, the pressure to rearm will ease, and potential orders, which were already reflected extensively in share prices, could be reduced or canceled altogether. Public budgets resemble a pressure cooker at 120 degrees, so any relief is welcome. It will be interesting to see how far defense stocks might fall, especially after rising by up to 2000% in the case of Rheinmetall. Almonty remains interesting because, even with reduced defense demand, critical metals remain the bottleneck of Western industries. It is worth taking a closer look.
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Commented by Fabian Lorenz on August 21st, 2025 | 07:00 CEST
Up to 300% with raw materials and defense! Standard Lithium, DroneShield, and zinc play Pasinex!
DroneShield's stock has plummeted by around 20% in recent days. However, with a performance of over 300% in 2025, the Australian company remains one of the top performers. The drone defense specialist recently reported on its performance in Q2. Revenue is at record levels, and the order book is full. Will that be enough? Pasinex Resources remains in rally mode. The chances of a continuation are high, as important milestones are coming up and the stock remains favorable. Standard Lithium has celebrated a comeback in recent months, recovering from its brutal crash at the turn of the year. What is next?
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Commented by André Will-Laudien on August 19th, 2025 | 07:10 CEST
Ukraine hangs in the balance, and demand for defense remains high! Rheinmetall, Hensoldt, Antimony Resources, and DroneShield in focus
The latest geopolitical tensions and the Trump-Putin summit in Alaska highlight how fragile global supply chains currently are due to high levels of uncertainty—especially for European industry, which is suffering from energy shortages and trade blockades. This situation is reflected in the capital markets, where interest rates are trending upward and risk premiums are increasing. Nevertheless, new record highs are being recorded almost daily. Under pressure from rising commodity prices, Western industrial companies in particular are facing the challenge of realigning their procurement strategies in order to survive in an increasingly fragmented global trade environment. This opens up opportunities for investors who respond flexibly and resiliently to these changes. So which investments should investors focus on to successfully navigate their portfolios through this turbulent phase of global upheaval?
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Commented by Fabian Lorenz on August 19th, 2025 | 07:05 CEST
Tungsten prices skyrocket! Almonty Industries profits! RENK with new forecast? Steyr Motors goes full throttle!
Is tungsten the "real" precious metal? After all, the price of this critical raw material, which is essential in key industries such as defense, has risen by more than 20% since mid-May alone. Gold and silver cannot keep up. The big winner is Almonty. Following its Nasdaq IPO, the Company is set to become the largest Western tungsten producer with its new mine. Analysts recommend buying the stock. Analysts are also bullish on RENK. The half-year figures were convincing, and a potential bombshell could drop in November. Steyr Motors is also continuing to go full throttle. The Austrian company is justifying its 280% share price surge and is expanding into Eastern Europe.
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Commented by Fabian Lorenz on August 18th, 2025 | 07:20 CEST
Defense rally after summit flop? Rheinmetall, Hensoldt, Volatus Aerospace!
Are defense stocks taking off again? The meeting between Donald Trump and Vladimir Putin on Friday had been eagerly anticipated. But the "peace summit" turned out to be just a PR stunt. Russia continues its massive attacks on Ukraine, with no end in sight. As a result, the consolidation phase in defense stocks may now be over. One candidate for a strong rebound is Volatus Aerospace. The Company appears to be helping NATO get up to speed in the drone sector and has a strong second pillar in the non-military sector. Among the German heavyweights, weak order intake had caused disappointment. Now the shares could be heading back toward their all-time highs. At Rheinmetall, a personnel change is making additional headlines.
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Commented by Nico Popp on August 18th, 2025 | 07:15 CEST
What Trump's summit failure now means for silver: Silver North Resources, Raytheon Technologies, Hecla Mining
Peace? Ceasefire? Wishful thinking! The meeting between US President Donald Trump and Russian President Vladimir Putin ended on Friday in Alaska without any concrete results. This confirms what many observers had expected in the run-up to the meeting: a resolution is not likely anytime soon. Instead, the course of the meeting in Alaska shows that defense will remain a major issue for many decades to come. For the silver market, this could mean a significant supply shortage.
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