Defense
Commented by Jens Castner on May 29th, 2026 | 09:00 CEST
VOLATUS AEROSPACE: THE DIGITAL BRAIN OF THE DRONE AGE
Forget everything you know about drone manufacturers. In the future, the big money in unmanned aerial vehicles will no longer be made by building chassis and rotors. The key to success lies at the heart of the system: in the software and intelligent control programs. The Canadian company Volatus Aerospace impressively demonstrates how a traditional service provider and hardware supplier is transforming itself into a highly innovative technology powerhouse. The market has not yet fully grasped the company's full potential.
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Commented by Armin Schulz on May 28th, 2026 | 07:20 CEST
TKMS, Strategic Resources, and Lockheed Martin: The Largest Post-War Rearmament Program Is Stalling!
For the first time since the Cold War, NATO is pouring record sums into defence—EUR 108 billion for Germany alone. But modern frigates, battle tanks, and jets consume critical metals such as vanadium, germanium, and rare earth elements. Without these raw materials, even high-tech weapons become useless. China dominates the supply chains, creating a dangerous bottleneck. Yet although the outlook for companies in this sector could hardly be better, few stocks are trading at their all-time highs. Today, with TKMS, Strategic Resources, and Lockheed Martin, we have three interesting companies that have the potential to reach new highs.
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Commented by Fabian Lorenz on May 28th, 2026 | 07:15 CEST
SpaceX IPO: Buy or Stay Away? Almonty Heading into Space—and Undervalued?
It is the stock market event of the year and the biggest IPO of all time. Elon Musk is taking SpaceX public. Despite an absurd valuation, it might be worth buying at least in the short term. An AI expert and tech analyst breaks down the facts and the hype, and his conclusion is interesting. The IPO is also having spillover effects on other space-related equities, with several stocks showing sharp short-term gains. And raw materials crucial to space travel are also coming into focus for investors. Tungsten, for example, plays a key role in aerospace applications such as rockets and satellites. The price of this critical metal is skyrocketing, and anyone looking to profit from it can hardly ignore Almonty Industries. The company recently made a milestone with the commissioning of its large-scale mine in South Korea. Analysts are projecting strong revenue and earnings growth in the coming years, with recent updates leading to higher price targets.
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Commented by Armin Schulz on May 28th, 2026 | 07:10 CEST
Volatus Aerospace: A Quiet Beneficiary of the Drone Boom with a USD 1.1 Billion Opportunity
The drone industry suffers from a structural problem. While there are many manufacturers, hardly any offer a complete package of hardware, operation, and maintenance from a single source. Volatus Aerospace has positioned itself precisely in this niche. From a commercial service provider for pipeline inspections and offshore logistics, it has grown into a provider increasingly relevant in the defence sector as well. With its own production facility in Mirabel, autonomous software, and recent successes in US and NATO programs, the company is demonstrating that the scaling phase has begun.
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Commented by Matthias Schomber on May 27th, 2026 | 08:10 CEST
China's Antimony Embargo Strikes at the Heart of the US Defence Industry: Lockheed Martin, General Dynamics, and Others Must Rethink Their Strategies! Antimony Resources Corp. Could Be the Solution!
It sounds like the plot of a movie: a little-known metal—or more precisely, a semimetal—that influences the effectiveness of entire armies and military conflicts. But antimony is very real, and supplies are becoming increasingly scarce. China, Russia, and Tajikistan control the majority of global production. In September 2024, Beijing effectively tightened the supply tap, followed in December by an explicit export ban targeting the US. For defence giants like Lockheed Martin and General Dynamics, this has major implications, as their procurement plans must be completely rethought and redesigned. Antimony is found in armour-piercing ammunition, heat-resistant cables for fighter jets, and the sensitive infrared sensors of the F-35. The vulnerability of supply chains is no longer a secret but has become a security risk. Against this backdrop, a small Canadian company is increasingly coming into focus: Antimony Resources. As the name suggests, it is all about antimony. What currently sounds like a speculative exploration story could ultimately become a strategic wildcard in the geopolitical landscape. The question for the future will therefore be: who will supply this critical metal to defence contractors?
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Commented by Jens Castner on May 27th, 2026 | 07:55 CEST
RARE METAL, RARE OPPORTUNITY: ALMONTY INDUSTRIES BETWEEN THE DEFENSE BOOM AND AI HYPE
Almonty Industries is on track for profitability. The Sangdong tungsten mine in South Korea has been in production since March 17, so a sustained return to profitability should now be just a formality. The transition from a promising stock to an indispensable raw materials supplier for the defence and semiconductor industries is being guided by a former Wall Street analyst who is well-connected in both the mining and financial sectors: in a few days, Jorge Beristain will assume the role of Chief Financial Officer (CFO). The Canadian with Mexican roots is the right man to explain to the financial world why Almonty shares, despite a spectacular multi-year rally, are by no means overvalued.
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Commented by Fabian Lorenz on May 27th, 2026 | 07:50 CEST
SELL BASF and Hensoldt? BUY Recommendation for Power Metallic Mines
Caution is advised with Hensoldt. Analysts see a potential 30% downside for the stock. The company is trading at a premium to industry peers such as Rheinmetall and Renk, despite slower growth. While the partnerships with Helsing and Schwarz Digits are interesting, they are unlikely to contribute significantly to revenue in the foreseeable future. In contrast, analysts see 100% upside potential for Power Metallic Mines, specifically in the base-case scenario. The first resource estimate is scheduled for this summer. According to analyst estimates, the company could thus transition from a pure exploration valuation to a resource-based valuation phase sooner than previously expected. Analysts foresee difficult times ahead for BASF. The structural problems remain unresolved, and the stock is a "Sell". The chemical giant is attempting to counter these challenges through optimization measures and the increased use of AI technologies.
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Commented by Carsten Mainitz on May 26th, 2026 | 06:55 CEST
Completely Underrated: How Investors Can Benefit from the Megatrend of Autonomous Flight Systems with Volatus Aerospace
Unmanned Aerial Systems (UAS) have established themselves as a megatrend. Their importance and range of applications are steadily increasing. Already indispensable in the military, they are gradually transforming industries such as logistics, delivery services, agriculture, industrial inspection, and media. In particular, players like Volatus Aerospace are well-positioned. Their success formula consists of several elements: strong integration with NATO-related clients and an intelligent ecosystem with increasingly scalable business operations, which gives the stock a clear position as a market favourite.
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Commented by André Will-Laudien on May 25th, 2026 | 08:20 CEST
NATO Drones 3.0 – The US and Europe Go Full Throttle! Volatus Aerospace Takes the Driver's Seat
The ongoing geopolitical escalation continues to push the defence sector to its limits. The reason is clear: the global security architecture is changing at breakneck speed, as modern conflicts increasingly demonstrate the critical importance of autonomous systems. In the field of unmanned aerial systems, momentum has noticeably accelerated over recent months. Particularly significant is the US Department of Defence's recent invitation to the Phase II qualification round of the multi-billion-dollar "Drone Dominance Program," in which only selected vendors are permitted to compete under real-world operational conditions. The program is viewed within industry circles as a potential starting signal for the next major investment cycle in the Western drone and defence market. Volatus Aerospace is already attracting the attention of forward-looking investors. Should the company also successfully position itself in the US market, it could strategically move into an entirely new league. Further acquisitions are also a realistic possibility.
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Commented by Armin Schulz on May 25th, 2026 | 08:10 CEST
Rheinmetall, Antimony Resources, and RENK Group: Your Gateway to the Defence Boom and Its Lucrative Supply Chain
Created and published on behalf of Antimony Resources Corp.
Billions are flowing into Europe's defence sector—but behind the impressive order books lies a risk: the shortage of critical raw materials. While tanks and transmission systems are the obvious winners of the rearmament wave, the invisible foundation of many defence technologies is coming under increasing pressure. A strategic metal whose supply chains are dominated by China could become the Achilles' heel of the entire industry. From the established defence conglomerate Rheinmetall to the raw materials explorer Antimony Resources and the specialized drivetrain manufacturer RENK Group, they all have one thing in common: they are benefiting from the defence boom.
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