Defense
Commented by Fabian Lorenz on April 30th, 2026 | 07:40 CEST
Buy recommendations for Rheinmetall and Antimony Resources! What is going on at Bayer?
Created and published on behalf of Antimony Resources Corp.
Is Rheinmetall's stock heading back toward EUR 2,000? Maybe even higher? Analysts are convinced of this. Negative scenarios are already priced into the share price. The latest order shows that operations are running smoothly at Germany's largest defence contractor. Strong news from Antimony Resources as well. Drilling results are impressive once again, making analysts' price targets increasingly plausible. They see the stock rising by over 150%. Bayer shares have had a tough time in recent weeks. The glyphosate stress is back. The issue had been sidelined for months, and the stock had been on an upward trajectory. Then, starting in mid-February, came the sharp sell-off. What do analysts say?
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Commented by Jens Castner on April 30th, 2026 | 06:50 CEST
DEFENSE, RAW MATERIALS, RETURNS: POWER METALLIC MINES, ERAMET, AND NICKEL INDUSTRIES FACE A STRESS TEST
While gold and silver have lost significant ground following their price surge at the start of the year, other precious metals are attracting investors' attention. Leading the way is nickel, an indispensable raw material for the defence industry. The price per ton has just climbed to a new multi-year high above USD 19,000. We take a look at what this means for the shares of Power Metallic Mines, Eramet, and Nickel Industries.
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Commented by Jens Castner on April 29th, 2026 | 07:35 CEST
DRONE STRATEGY: AEROVIRONMENT, VOLATUS AEROSPACE, OR DRONESHIELD – WHICH ONE WILL TAKE OFF AGAIN?
The stock market has not failed to notice that drones play a key role in modern warfare. At one point, anything related to unmanned aviation was being snapped up as if there were no tomorrow. But since fall 2025, the high-flying days are over. Even good news barely moves stock prices anymore—a consequence of high valuations. Will stocks like AeroVironment, Volatus Aerospace, and DroneShield take off again? And, if so, does it make more sense to invest in companies that manufacture drones, or in those that shoot them down?
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Commented by Carsten Mainitz on April 29th, 2026 | 07:00 CEST
Almonty Industries: Tungsten Price at Record Levels, Signaling New Stock Highs
The price of tungsten has reached a new record high of over USD 3,200 per metric ton unit (MTU). Is this an overreaction or the new reality? Much points to a fundamentally changed long-term market situation with high prices for this critical raw material. Due to its unique properties, tungsten is an essential raw material for many industries, particularly the defense sector but also the semiconductor industry. Demand is rising dramatically, while supply cannot keep up. China dominates the market with an overwhelming 80% share, but a significant shift in favor of Western industrialized nations is underway. Almonty is emerging as the world's largest tungsten producer outside of China. Consequently, the company holds great geopolitical significance, which, despite its spectacular performance, has not yet been adequately reflected in the stock price.
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Commented by Fabian Lorenz on April 28th, 2026 | 11:35 CEST
DRONE STOCKS: Laggard Rheinmetall, Specialist DroneShield, and Hidden Gem HPQ Silicon
Rheinmetall's stock has been a disappointment this year. Although global defense spending is on the rise, Germany's largest defense contractor lacks momentum. However, the company did recently announce an exciting contract in the drone sector. The Düsseldorf-based company finally appears to be gaining a foothold in this segment. HPQ Silicon aims to extend drone flight times. Beyond that, the company has several other exciting technologies in its portfolio. The stock is still a hidden gem. However, this is unlikely to remain the case for much longer. The batteries are performing well in tests, and commercialization is set to begin. DroneShield specializes in drone defense. The stock was one of the rising stars of recent years. Currently, however, the stock is struggling. Yet performance in Q1 was positive, and the pipeline is fully loaded.
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Commented by André Will-Laudien on April 28th, 2026 | 11:20 CEST
From Swords to Drones—From Big Data Analytics to Military Applications: Volatus Aerospace Conquers the Market of the Future
As an investor today, it is essential to look far into the future, as the current outlook can at times undermine confidence and vision. What will the world look like in 20 years? Will conflicts intensify, or will stability return? While growth-oriented companies may also ask these questions, success is primarily determined by the present and the years ahead. Can management recognize the market's needs and deliver accordingly? Glen Lynch, CEO of Volatus Aerospace, has fundamentally repositioned the company in a short period. Today, many of its civilian innovations are being viewed in a new strategic context. Pattern recognition, nighttime movement tracking, unmanned reconnaissance, and data-driven validation are becoming increasingly critical in a fully digitized battlefield environment. Even if peace is clearly preferable, those capable of delivering technologies that enhance security and stability are now in particularly high demand. A long road has already been traveled; now Volatus Aerospace is transitioning from foundational execution to advanced performance.
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Commented by André Will-Laudien on April 27th, 2026 | 07:50 CEST
NASDAQ Record, TUNGSTEN Record, MARATHON World Record – What Does This Mean for Almonty Industries?
Kenyan runner Sabastian Sawe is making history. He ran the London Marathon in 1:59:30, setting a new world record. Even the NASDAQ 100 Index reached a new high of 27,314 points at one of the most fragile moments in the global economy, and the critical metal tungsten also set a new record at USD 3,320 per metric ton unit of APT. The world is in a time of maximum uncertainty, excessive debt, and aggressive leaders. Surprisingly, the stock market is joining in this frenzy; every day it goes higher, faster, further. Anyone who wants to make money must view the whole thing with an Olympic mindset: "Taking part is everything!" In the short term, even negative scenarios are likely being bought into, because after all, most market participants seem convinced that the Middle East conflict will soon end and the West will then usher in a new economic upswing with somewhat less political risk. One thing should be clear: Nothing works without critical metals! And that is what the record-breaking run at Almonty Industries stands for. Investors who do the math will quickly realize: Another doubling is on the horizon!
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Commented by Nico Popp on April 27th, 2026 | 07:45 CEST
No Security Without Drones: Volatus Aerospace, Helsing, and Rheinmetall Under Review
No drones, no security — that bluntly summarizes the strategic doctrine in today's geopolitical environment. Success in modern defense increasingly hinges on resilient supply chains and software sovereignty. Dependence on Chinese components is now widely seen as a critical vulnerability. As a result, new value chains are emerging. Software pioneers like Helsing are delivering the AI backbone for autonomous swarm technologies and securing billion-dollar contracts, while defense heavyweight Rheinmetall is rapidly scaling production for large-scale orders, including the FV-014 Kamikaze Drones. Meanwhile, Canadian drone veteran Volatus Aerospace is positioning itself as an indispensable partner that bridges the gap between civilian logistics and military readiness through its consistent "dual-use model." It is precisely this versatility that is considered crucial for scaling up even in peacetime.
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Commented by Armin Schulz on April 27th, 2026 | 07:35 CEST
The defense boom shows no signs of slowing down: RENK Group, Antimony Resources, Lockheed Martin
Created and published on behalf of Antimony Resources Corp.
Geopolitical upheavals are changing the rules of the game in global markets. In addition to current theaters of war, Japan's historic increase in military spending and the battle for Greenland are symptoms of a new arms race. This opens up extraordinary opportunities for investors if they position themselves in the right niches early on. Three key drivers are decisive: high-precision propulsion technology for tanks and ships, strategic metals such as antimony for ammunition and sensors, and superior system integration for fighter jets and missiles. These are precisely the fields being cultivated by three different companies that have the potential to deliver above-average returns: RENK Group, Antimony Resources, and Lockheed Martin.
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Commented by Carsten Mainitz on April 24th, 2026 | 08:00 CEST
Defense Stocks After Pullbacks: New Entry Opportunities in Rheimetall and RENK Group - Antimony Resources with Significant Upside Potential
Created and published on behalf of Antimony Resources Corp.
Following a sharp correction, defense stocks are once again offering attractive entry points. Structural drivers such as rising defense budgets, geopolitical tensions, and full order books remain intact. In this environment, demand is also increasing for antimony, a strategically important raw material used in ammunition, electronics, and defense applications, amid tight global supply and fragile supply chains. As a result, Antimony Resources, which holds one of North America's largest antimony projects, is attracting growing investor attention. Analysts point to substantial upside potential, with some estimates suggesting gains of over 200% in the next 12 months.
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