Defense
Commented by Tarik Dede on April 15th, 2026 | 07:55 CEST
Almonty Industries: Move to the US Gives Shares a Big Boost
Tungsten is one of the metals of the moment! It is indispensable in X-ray machines, as well as in tanks and ammunition. Almonty Industries is one of the largest Western producers in this market. Now the company is moving its headquarters from Toronto to the US. With this move, CEO Black aims to benefit even more from the world's largest capital market, as well as from US plans to build its own supply chains. The stock market is celebrating the move, and the stock is making another leap toward its all-time high.
Read
Commented by Tarik Dede on April 14th, 2026 | 07:10 CEST
Volatus Aerospace: A Dual-Use Drone Play with Growth Potential
Whether in civilian or military applications, drones are becoming an increasingly important component of modern technology ecosystems. Recent conflicts, including in Ukraine and the Middle East, have highlighted their strategic relevance. The major powers are faltering. Tank manufacturers are trembling. Yet drones are also increasingly permeating civilian society, a virtually unstoppable trend. According to Global Market Insights, the global drone market could exceed USD 66 billion by 2035, up from around USD 20 billion today. Within this environment, Volatus Aerospace is positioning itself as an integrated provider in North America. Supported by a strong order pipeline, the company is on a growth trajectory. Therefore, investors should also take a look at the stock, especially since there is currently an opportunity to buy in.
Read
Commented by Fabian Lorenz on April 14th, 2026 | 07:00 CEST
"Top Pick" Siemens Energy, Drone Potential at Steyr Motors, and a Buying Opportunity at DRC Gold
US President Trump continues to keep global stock markets on edge. Gold, energy, and defense stocks were expected to benefit from the announced blockade of the Strait of Hormuz. However, gold and defense stocks, in particular, have been trending weaker, just as they have over the past few weeks. This presents interesting buying opportunities. Take DRC Gold, for example. After the focus, the stock was on an upward trend. But over the past 4 weeks, it has fallen by around 20%. Meanwhile, the update on the resource estimate is imminent and could fuel new takeover speculation. Steyr Motors shares have also lost ground. Yet management looked optimistically toward the future at the AGM. Siemens Energy was among yesterday's losers. But this is no cause for concern. Analysts still consider the stock a "Top Pick," and the partnership with Amazon subsidiary AWS fuels AI speculation.
Read
Commented by André Will-Laudien on April 13th, 2026 | 09:30 CEST
Double The Gains: 100% Rebound in Defense Stocks and Critical Metals – Rheinmetall, Antimony Resources, CSG, and Mutares in focus
Created and published on behalf of Antimony Resources Corp.
The stock market gives and takes. While investors were able to celebrate a massive 5% gain last week, the tide has already turned in the opposite direction this week. The reason: The hoped-for peace talks in Pakistan between the US, Israel, and Iran have failed. Since this provides no positive momentum for the economy or the already strained energy and metals markets, volatility is likely to return in some sectors. We are looking at opportunities in the critical metals sector and highlighting some stocks that are showing attractive metrics again following recent corrections.
Read
Commented by André Will-Laudien on April 13th, 2026 | 07:25 CEST
Almonty Drives the Tungsten Market: Between Shortages, Price Surges, and Revaluation
Major stock indices are currently experiencing heightened volatility. Following the strong rally of the past 24 months, both the S&P 500 and the DAX 40 have recently corrected by between 5% and 10%. Rising interest rates and little prospect of peace in one of the many global hotspots are weighing particularly heavily on the market. Commodities paint a different picture: industrial metals and critical materials remain in demand, led by tungsten, whose price has increased roughly tenfold over the past 24 months. Producer Almonty Industries is benefiting particularly from this; with the start of production in Sangdong, it is now entering a new operational phase and, with a market capitalization of more than EUR 4.2 billion, has made its way onto the buy lists of institutional investors. The recent consolidation appears to be over. What should investors be watching for now?
Read
Commented by Stefan Feulner on April 13th, 2026 | 07:20 CEST
ITM Power, Lahontan Gold, DroneShield – Uncertainties Present Buying Opportunities
As expected, the peace talks between the US and Iran in Islamabad over the weekend have failed for now. As a result, global stock markets are likely to remain under pressure at the start of the week. Many stocks face the risk of massive corrections and oversold conditions, which could be exploited as buying opportunities in the long term. In addition to the gold sector, interesting opportunities are also emerging in the hydrogen and drone technology sectors.
Read
Commented by Stefan Feulner on April 13th, 2026 | 07:00 CEST
Volatus Aerospace - War, AI, and Security Drive a Billion-Dollar Boom
The world is entering a new technological phase, with drones emerging as a critical component. Geopolitical tensions, such as in Ukraine and the Middle East, have underscored the strategic importance of unmanned systems in modern warfare. At the same time, demand for data, surveillance, and automation is accelerating rapidly, driven by the expansion of AI, data centers, and critical infrastructure. According to market studies, the global drone market is expected to exceed the USD 100 billion mark by 2032. The global counter-drone market is expanding even faster and could surpass USD 20 billion by 2030.
But it is not only in the military sector; an enormous growth market is also unfolding in the civilian sector. Drones are increasingly being used to inspect power grids, pipelines, offshore facilities, and agricultural land. The combination of falling costs, rising performance, and AI-powered data analysis makes them an indispensable tool. The current geopolitical environment is acting as a catalyst and could mark the start of a long-term supercycle.
Read
Commented by Fabian Lorenz on April 10th, 2026 | 07:20 CEST
Drone Market Set to Exceed USD 100 Billion: Volatus Aerospace Positioned to Benefit from Dual-Use Strategy
Drones have evolved from a niche application into a rapidly expanding multi-billion-dollar market. Industry estimates point to a global market volume exceeding USD 100 billion by 2032. The military sector in particular is booming, driven by geopolitical tensions and new forms of conflict. But the civilian market is also growing at double-digit rates and opening up enormous opportunities in infrastructure, logistics, and agriculture. Against this backdrop, Volatus Aerospace is positioning itself with a dual-use strategy that targets both military and commercial applications. The company reports an order pipeline exceeding CAD 600 million, highlighting strong operational momentum. Analyst price targets currently reach up to CAD 1.25, compared to a current share price of around CAD 0.70. The stock is also actively traded on German exchanges.
Read
Commented by Mario Hose on April 10th, 2026 | 07:10 CEST
Iran Conflict and Chip Boom: Almonty Industries Emerges as a Raw Materials Superpower
Amid rising geopolitical tensions and increasing dependence on critical raw materials, investors are focusing on supply security and strategic assets. The geopolitical situation is escalating, while technological dependence on critical raw materials has reached a dangerous level. Almonty Industries sits right at the intersection and offers a solution to a problem affecting the West. With the opening of one of the world's largest tungsten mines in South Korea, the company has not only achieved an operational milestone but also made a political statement. This is about far more than just mining; it is about the independence of entire industries. In this report, we examine why Almonty Industries could be particularly well-positioned amid fragile ceasefires, such as in Iran, and rising commodity prices. Those who understand the management's foresight will quickly realize that a company has emerged here that will redefine the rules of the game on the global market. This is the story of forward-thinking strategy, technical necessity, and a passion for a raw material without which the modern world would likely grind to a halt.
Read
Commented by Fabian Lorenz on April 9th, 2026 | 07:40 CEST
Almonty Industries: Poised to Benefit from Tungsten Supply Constraints and Defense Demand
With the ceasefire in the Middle East, a new phase may emerge: increased rearmament. The arsenals in the US, Israel, and the Gulf states have been severely depleted. How quickly the replenishment succeeds is likely to depend heavily on the supply of critical raw materials. And in many cases, China, as a de facto monopolist, holds significant influence. One essential metal is tungsten. It is used not only for ammunition and missiles but also, for example, in the semiconductor industry. In this sector, genuine supply bottlenecks appear to be looming. Major Japanese companies are, in any case, warning of this. Against this backdrop, it is not surprising that the price of tungsten has risen from USD 900 to around USD 3,000 per metric ton unit (MTU) this year alone. Nor is it surprising that Almonty Industries is a real analyst favorite. The tungsten producer is positioned for strong earnings growth.
Read