Electromobility
Commented by Matthias Schomber on September 9th, 2026 | 07:25 CEST
A Shift in the Portfolio: Why Lahontan Gold Could Outperform Heavyweights Xiaomi and TKMS
The Chinese conglomerate Xiaomi is launching a major offensive with new foldable smartphones and electric vehicles, yet its share price remains under pressure. Meanwhile, the Kiel-based defence specialist TKMS is seeing a noticeable pullback after reaching an all-time high last August. Is the sell-off in the defence stock merely a healthy breather, or is a deeper correction on the horizon? Beyond these two companies, a smaller stock in the commodities sector could attract even more attention, as Lahontan Gold appears poised for a technical breakout after a prolonged consolidation phase. Backed by solid metrics from its initial PEA, the stock is now experiencing a dynamic upward trend. We take a closer look at all three stocks and highlight which one could potentially have the edge as a portfolio holding.
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Commented by Matthias Schomber on September 4th, 2026 | 07:05 CEST
Shake-Up Brewing at Almonty Industries! Adidas World Cup Party is Over! BYD Export Explosion!
BYD is shaking up the international automotive market with a massive wave of exports, turning up the heat on rival automakers and nearly the entire Western competition. Thanks to the football World Cup, Adidas enjoyed a breathtaking surge in sales, leaving its competitors far behind. But now the World Cup party appears to be over—the stock catalyst has vanished, replaced instead by market frustration. Elsewhere, however, a rare raw material, without which modern defence and technology simply cannot function, is triggering a profound geopolitical upheaval. Almonty Industries is positioning itself perfectly to capitalize on this exact scenario. Find out in this report why the second quarter was so critical for all three stocks, and where the biggest opportunities are lurking right now. Keep reading, as the figures and news tell a powerful and, in some cases, highly surprising story.
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Commented by Armin Schulz on September 3rd, 2026 | 08:25 CEST
Power Metallic Mines, Siemens Energy, BYD: Some Benefit from Record Copper Prices, Others Struggle for Every Ton
Copper has always been regarded as a barometer of the economy. Yet what is currently unfolding on the markets is more than just an ordinary price rally. While new record prices for copper are dominating the headlines, a structural bottleneck is emerging behind the scenes. The world is facing a massive supply deficit, which is being further fuelled by electric mobility, the expansion of hydrogen infrastructure and the exploding energy demands of AI data centres. The red metal is thus becoming a strategic asset. We are therefore taking a look today at the polymetallic explorer Power Metallic Mines, the technology group Siemens Energy and the electric vehicle market leader BYD.
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Commented by Armin Schulz on September 2nd, 2026 | 07:05 CEST
Volkswagen, Strategic Resources and TKMS: How to Capitalize on the Mega-Trend of Defence and Raw Materials
When a vehicle manufacturer becomes a defence contractor, a raw materials developer provides the key to green steel production, and a naval group reports record orders, a realignment of German industry is taking shape. Volkswagen is on the brink of its most profound transformation and is turning to the defence sector as a lifeline. At the same time, the race for strategic resources is intensifying. Without decarbonized steel, there can be no modern defence, and this steel requires specific grades of iron ore. This is precisely where Strategic Resources comes in. While thyssenkrupp Marine Systems is benefiting from full order books, a new value chain is emerging. Today, we take a closer look at the shares of Volkswagen, Strategic Resources and TKMS.
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Commented by André Will-Laudien on September 1st, 2026 | 07:25 CEST
AI: The 180-Degree Turn for Performance Cars! VW, Porsche, BYD and Standard Uranium in Focus
It has finally happened – AI is permeating every aspect of life. This is creating many new conditions, including for stock market investors. One example is the automotive sector: for the traditional auto industry to survive, a fundamental U-turn is essential. Whilst long-established brands such as VW and Porsche have dominated for decades thanks to their mastery of classic mechanical engineering and driving dynamics, AI is now rapidly shifting the core of value creation to the software level. The modern vehicle is rapidly evolving from a mechanical means of transport into a rolling supercomputer. This is evident in the disruptive strategy of Chinese tech giants such as BYD. Not only does the company control around 75% of its vertical supply chain, including its own AI chips, but its integrated AI architecture is also completely breaking down the traditional barriers between the powertrain, the cockpit and the driver-assistance systems. This transformation is putting German premium manufacturers under enormous pressure in terms of time and margins, as the iterative addition of individual control units appears too sluggish and inflexible compared to BYD's centralized AI 'brain'. For investors, this creates a highly dynamic environment. It is worth taking a closer look.
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Commented by Lars Winter on September 1st, 2026 | 07:05 CEST
Potential Double-Baggers in the Drone Boom, EV Upside and a Takeover Bet: What Volatus Aerospace, BYD and Delivery Hero Offer Investors
Three stocks from three different sectors, each driven by a powerful catalyst: Volatus Aerospace is targeting the multibillion-dollar drone market and aims to evolve into an integrated aerospace and defense company. BYD is countering the slowdown in China's auto market with an aggressive export strategy. And at Delivery Hero, operational progress is converging with takeover speculation. Three shares with plenty of potential – but also significant risks. In this stock check, we take a closer look at the three companies, highlighting where the biggest opportunities lie, what analysts recommend, and which types of investors each stock may be best suited to.
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Commented by Carsten Mainitz on August 28th, 2026 | 07:35 CEST
Explosive News: Power Metallic Mines Nears a Decisive Milestone — How Are BASF and BYD Performing?
AI and electrification require enormous amounts of copper. According to the International Energy Agency, a supply shortfall of approximately 6.6 million metric tons is projected by 2035. New mines and functioning recycling loops will therefore be equally indispensable. Power Metallic Mines could arrive at exactly the right time with its polymetallic Nisk project in Québec. The company's initial mineral resource estimate, expected soon, will reveal the deposit's industrial significance and whether the stock is poised for a revaluation. Chemicals giant BASF is strategically positioning itself in raw materials and recycling while gaining additional appeal through the planned spin-off of its agricultural business. BYD demonstrates just how rapidly international demand is growing, with Europe playing an increasingly important role. Who holds the best cards?
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Commented by André Will-Laudien on August 27th, 2026 | 07:25 CEST
AI, E-Mobility and Robotics: 150% Upside? Mercedes-Benz, BYD, XPeng and Strategic Resources in Focus
The profound convergence of artificial intelligence, robotics, and e-mobility is completely redefining today's industrial landscape. This technological revolution is being led by visionary companies that are deliberately upending conventional industry norms. For example, the Chinese pioneer XPeng is strategically transforming its business model toward "Physical AI" to enable vehicles to merge with humanoid robots in perfect symbiosis in the future. At the same time, global industry leader BYD is pushing into the European market with an unprecedented scaling offensive, while established luxury manufacturers like Mercedes-Benz are building an emotional bridge between high-performance software and legendary driving culture. Yet amid this rapid race for technological supremacy, one fundamental truth is often overlooked: without securing the underlying raw material supply chains, the entire high-tech machinery comes to a standstill. This is where the raw materials specialist Strategic Resources Inc. positions itself: with its Canadian BlackRock project, the company already has a key approved mine. It is worth taking a closer look at the numbers.
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Commented by Matthias Schomber on August 26th, 2026 | 07:05 CEST
Thrills and Opportunities in the Markets: Why Infineon, XPeng and Desert Gold Could Make Waves Now
Futuristic visions and fundamental security converge in one place: the stock market. The global AI boom demands ever more powerful computing capabilities, and semiconductor companies like Infineon are essentially providing the silicon brain behind this technological revolution. Electric vehicle manufacturers like XPeng are already ushering in and igniting the next stage. The company is defying the fierce price war and aims to usher in the era of humanoid robots with spectacular billion-dollar moves in robotics. But the faster this high-tech spiral spins, the more pressing the question becomes of finding the right shield for one's investment portfolio should something go wrong in this world. We have known just how fragile this system is — not just since the mortgage crisis; history repeats itself every few years or decades. This is precisely where gold comes into play as the ultimate crisis currency and timeless hedge. In the desert sands of West Africa, Desert Gold may be on the verge of causing a minor sensation. The exploration company is on the cusp of becoming an active gold producer. In this exclusive report, discover how the highly explosive mix of artificial intelligence, humanoid robot hype, and tangible asset protection not only makes your portfolio "storm-proof" but also equips it with enormous upside potential.
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Commented by Tarik Dede on August 21st, 2026 | 07:45 CEST
Keeping a Close Eye on Copper: A Look at BHP, Power Metallic Mines and Freeport-McMoRan
Copper, copper, copper! Whether it is data centers, smartphones, laptops, or electric vehicles—none of them can function without this red metal. Copper has been the top performer among all metals this year and even defied the dollar's strength in the spring. Now, however, it appears that the Greenback itself is entering a period of weakness. Rising yields on US Treasury bonds have forced the Federal Reserve to take action in the market. With a record debt level of USD 40 trillion, the US simply cannot afford such high interest rates. This should put an end, once and for all, to speculation about a Fed rate hike before the midterm elections in November. This environment is bolstering commodity markets, and copper is one of the biggest winners. That is why today we are taking a look at BHP, Power Metallic Mines and Freeport-McMoRan.
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