Defense
Commented by Nico Popp on October 10th, 2025 | 07:05 CEST
War increasingly likely? This supplier is improving drones: AeroVironment, NEO Battery Materials and Kratos Defense
"Is war against Putin inevitable?" This was the headline in BILD yesterday in response to statements by military historian Sönke Neitzel on the ARD talk show Maischberger. According to Neitzel, Putin has already paved the way for war with his recent escalations. The historian asks: "If Putin is determined – many in NATO say so, and I would agree – will he wait until we can say that even the German Armed Forces now have enough drones? No, probably not." Neitzel believes that, due to the current poor equipment of many NATO countries, a military conflict between NATO and Russia could occur within the next three years. Investments in drones are therefore urgently needed. We present a battery supplier that offers tailor-made technology for drones, capable of drastically reducing the dependence of Western militaries on batteries from China.
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Commented by Armin Schulz on October 10th, 2025 | 07:00 CEST
Drone boom vs. pilot strike: What you need to know about DroneShield, Volatus Aerospace, and Lufthansa
As the global drone market expands at double-digit growth rates, unprecedented opportunities are emerging above and beyond the clouds. Innovative technologies are driving not only military but also civilian applications into previously untapped economic areas. This high-flying growth stands in sharp contrast to the challenges facing traditional aviation, which is being hit by operational difficulties. Three companies - DroneShield, Volatus Aerospace, and Lufthansa - embody these contrasting realities, highlighting both the lucrative paths of the future and the risks inherent in the sector.
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Commented by Fabian Lorenz on October 9th, 2025 | 07:20 CEST
GOLD RUSH to USD 5,000? DEFENSE STOCKS set for a billion-dollar contract! Barrick Mining, Hensoldt and Kobo Resources!
While the US government shutdown drags on, the rush for tangible assets persists. The pace at which gold and silver prices are climbing is almost alarming. On the stock market, AI and defense remain key drivers. With surprising ease, the price of gold has broken through the USD 4,000 mark - could USD 5,000 be next? Barrick Mining is also continuing its rally, while those looking for undiscovered gems amid this hype should take a closer look at Kobo Resources. The junior explorer could soon become a potential takeover target. In the defense sector, the capital market is waiting for major orders. One such order could now come from the German government. Hensoldt stands among the likely beneficiaries.
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Commented by Armin Schulz on October 9th, 2025 | 07:00 CEST
Almonty Industries' Raw material power brings Rheinmetall and Lockheed Martin into a new geopolitical era
Nations around the world are investing record sums in their defense capabilities. This defense boom is driving demand for critical raw materials to unprecedented heights. Suddenly, critical metals such as tungsten are at the center of global politics. They have become strategic commodities, with security of supply directly influencing military strength. This development is creating real momentum for companies covering the entire value chain, from mining to the defense industry to high-tech. Three stocks that perfectly embody this interplay between raw materials, production, and technology are Almonty Industries, Rheinmetall, and Lockheed Martin.
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Commented by Fabian Lorenz on October 8th, 2025 | 07:05 CEST
New opportunities in GOLD and defense! Are Steyr Motors and AJN Resources better than RENK? Profit-taking at First Majestic?
The rally in defense, gold, and silver is underway! Is it time to take profits and take a closer look at latecomers like Steyr Motors and AJN Resources? Steyr is digesting its 200% rally since March and continues to deliver positive news. AJN Resources shares have catch-up potential in the gold sector. In the vicinity of a mega mine, the Company's project shows potential for several million ounces of gold. Exciting results are expected in the coming weeks. And what are the core investments RENK, Barrick Mining, and First Majestic Silver doing? Are gains of up to 380% enough?
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Commented by André Will-Laudien on October 8th, 2025 | 06:55 CEST
Drone warfare and armament – Caution with Rheinmetall, Hensoldt, and thyssenkrupp, but 150% upside with Antimony Resources
Recent geopolitical events impressively highlight the critical need for strategic metals. While tungsten producer Almonty has surged by over 1,000%, risk-aware investors are now turning their attention to Antimony Resources. With properties that are indispensable for ammunition, electronics, and protection systems, antimony is emerging as a key strategic metal for modern defense and high-tech industries. The heavy reliance of Western nations on a few producing countries, such as China, is increasingly bringing security of supply into the focus of geopolitical debates. Without a stable supply chain, there is a risk of bottlenecks that threaten not only defense capabilities but also technological sovereignty. Investors and industry players are therefore increasingly seeking alternative sources and recycling solutions to meet rising demand in a sustainable manner. Meanwhile, defense stocks are currently consolidating at a high level. Is the rally now entering its final phase?
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Commented by Carsten Mainitz on October 7th, 2025 | 07:45 CEST
Aspermont, Palantir, RENK – AI sets the pace. Where is the next run?
International stock markets are booming. The Dow Jones recently surpassed 47,000 points, seemingly unaffected by the US government shutdown. The topic of artificial intelligence (AI) continues to be the focus of investor interest, and recent company announcements are causing a stir. Japanese electronics giant Hitachi and ChatGPT provider OpenAI are partnering to build AI infrastructure and global data centers. Meanwhile, Fujitsu and leading AI chip manufacturer Nvidia are expanding their collaboration and plan to jointly develop a platform that uses AI in a targeted manner for specific industries, such as healthcare and robotics. In view of the AI boom, it is becoming increasingly compelling to explore second- and third-tier stocks that could benefit from the surge in innovation and investor interest.
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Commented by Fabian Lorenz on October 7th, 2025 | 07:25 CEST
NATO shock boosts DroneShield and Volatus Aerospace! Major order and Buy recommendation for Nordex!
The drone pure plays, DroneShield and Volatus Aerospace, have ended their consolidation with price explosions. In just a few days, both stocks rose by more than 50%. Volatus also shines with a follow-up order from NATO. Before the last order was fully delivered, a repeat order was already placed. In addition, a million-dollar order was also secured in the civilian sector. Drone defense is proving challenging in Germany. Why is that? How does DroneShield score? Nordex is also one of the price winners of the year, recently securing a crucial large order. Analysts recommend buying the stock.
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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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