Defense
Commented by André Will-Laudien on October 6th, 2025 | 07:10 CEST
Defense first, then sell – Now it is time to load up on critical raw materials! Globex Mining, Hensoldt and RENK
Daily madness on the capital markets. While foreign drones circle over NATO territory conducting espionage, politicians in Brussels feel compelled to increase defense budgets once again. Even Ursula von der Leyen feels the pressure to act at the Denmark summit: "We must invest in real-time space surveillance so that no troop movements go unnoticed. We must heed the call of our Baltic friends and establish a drone defense system. This is not an abstract ambition – it is the basis of credible defense!" This is the next boost for the defense industry, and for the raw materials stock Globex Mining, things are really taking off now! We highlight which stock could become the next big gainer.
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Commented by Stefan Feulner on October 6th, 2025 | 07:05 CEST
Novo Nordisk, FuelCell Energy and Almonty Industries stage strong rebound
While many analysts are concerned about high valuations on the global stock markets, with the Warren Buffett indicator at a historic high, even exceeding its value before the dot-com bubble, the markets continue to rise from one high to the next. In fact, several companies staged a strong rebound last week, which is likely to pave the way for further gains by generating fresh buy signals.
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Commented by André Will-Laudien on October 6th, 2025 | 07:00 CEST
Drone warfare with NATO Europe? DAX soon to reach 25,000 with defense stocks: DroneShield, Volatus Aerospace, thyssenkrupp, and Rheinmetall
Drone warfare in Europe is providing a massive boost to the defense sector, as demand for modern defense and attack systems is rapidly increasing. Companies such as Rheinmetall continue to benefit from public contracts for drone defense systems, including the Skyranger and new laser weapons. DroneShield is positioning itself as a leading provider of drone defense technologies and is currently experiencing an impressive growth phase. Volatus Aerospace is also involved as a service provider offering specialized solutions for drone surveillance and security services. Driven by EU-wide NATO investments in state-of-the-art defense technologies, analysts anticipate cyclical double-digit growth for the entire defense sector well beyond 2030. This historic wave of rearmament is transforming trillions in public debt into dream profits for shareholders, with our grandchildren and great-grandchildren footing the bill. Who are the current winners?
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Commented by Fabian Lorenz on October 3rd, 2025 | 07:10 CEST
Drone wall for Europe! Almonty, DroneShield, and Hensoldt – Defense stocks taking off again!
The past few weeks have shown that Europe has been asleep at the wheel on drone defense. In Denmark, Poland, and Germany, these small aircraft are almost impossible to detect, and when they are, current countermeasures are inefficient and costly. At the EU summit in Copenhagen, Danish Prime Minister Mette Frederiksen warned of the "most serious threat since World War II" and called for urgent investment. Billions must now flow into radar systems, jammers, and interception technologies. This is electrifying defense stocks. Almonty, at the beginning of the value chain, supplies tungsten, a critical material also used in drones and missiles. Hensoldt, with its expertise in detection systems, is investing heavily in new solutions. Can DroneShield justify its billion-dollar valuation?
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Commented by Nico Popp on October 2nd, 2025 | 07:05 CEST
What billions for space mean for drones: Volatus Aerospace, Hensoldt, Airbus
Things are happening in Germany! The federal government recently approved comprehensive investments in space. Experts agree that Germany is on a par with the US when it comes to space research. While partners across the Atlantic usually act faster and on a larger scale, Germany is now set to take a bolder approach: a hefty EUR 35 billion is to be invested in space security. This move positions Germany as a space power, leaving even the French and British in the dust. We take a look at what these investments mean and why the commitment to space should be seen as part of the bigger picture.
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Commented by Carsten Mainitz on October 1st, 2025 | 07:05 CEST
Almonty Industries, Gerresheimer, BASF – It is not too late yet!
The race for critical high-tech goods and raw materials is already underway. The COVID-19 pandemic painfully highlighted the downsides of a globally interconnected economy. China's export ban on critical raw materials is currently having a double impact, as the country dominates the market. This effect is expected to continue to intensify in the future as demand continues to rise dynamically while supply increases only slowly. This provides a strong tailwind for raw material producers, but poses significant challenges for companies in other sectors.
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Commented by Carsten Mainitz on September 30th, 2025 | 07:40 CEST
Antimony Resources, Rheinmetall, Novo Nordisk – Something is in the air!
Sufficient access to raw materials is crucial for any economy. The EU has compiled a list of 34 critical raw materials. How critical a raw material is classified depends on two parameters: "economic importance" and "supply risk." This list also includes a little-known but very important metalloid – antimony. The price of antimony skyrocketed at the end of 2024 in the wake of China's export ban. There are still exciting investment opportunities in this area.
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Commented by André Will-Laudien on September 30th, 2025 | 07:10 CEST
Gold boom boosts critical metals! Another 100% with Power Metallic, BYD, Hensoldt and RENK
The geopolitical situation continues to escalate, but the stock markets continue to boom! Trade conflicts, sanctions, and military tensions dominate the headlines, but behind the front lines of a new Cold War, another competition has long been raging: the battle for access to critical metals. Without copper, lithium, nickel, cobalt, or rare earths, not only would the e-mobility revolution come to a standstill, but defense technologies, digitalization, and the energy transition would also grind to a halt. Supply chains are coming under increasing pressure from geopolitical power games, and the battle for resources is becoming a key strategic factor in a multipolar world order. For Western industrialized nations, security of supply is becoming a matter of survival, and for investors, this is creating new opportunities. Anyone looking for tomorrow's winners today should keep a close eye on the global raw materials poker game.
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Commented by Armin Schulz on September 30th, 2025 | 07:00 CEST
What is happening at Gerresheimer? Almonty Industries and Rheinmetall are booming again!
In uncertain times, the focus shifts to companies that form the backbone of our critical infrastructure. Their ability to build resilient and transparent supply chains for essential goods determines our collective resilience to geopolitical and economic upheavals. Where the highest quality and safety standards prevail in areas such as pharmaceuticals, high tech, and defense, sustainable and ethical conduct becomes a decisive competitive advantage, while strict traceability along the value chain becomes the new benchmark. This development makes values such as those of Gerresheimer, Almonty Industries, and Rheinmetall particularly interesting.
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Commented by Nico Popp on September 29th, 2025 | 07:10 CEST
More than defense - How Almonty's tungsten makes AI chips from Intel and Micron possible
Tungsten is considered a critical metal worldwide—the defense industry in particular cannot do without it. But tungsten is also a high-tech metal. Without this element, which only melts at 3,400 degrees Celsius, has low resistance, and offers extremely high electrical conductivity, computer chips would not exist. The AI boom would be unthinkable without tungsten – the many data centers currently springing up around the world could not be built. We show how companies from the chip industry, such as Intel and Micron, are securing their supply and explain why Almonty is a blessing for the chip industry.
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