Geopolitics
Commented by Carsten Mainitz on October 26th, 2026 | 05:29 CET
Share prices are falling, business is growing: What opportunities do Almonty, Rheinmetall and Renk shares offer investors?
The euphoria has apparently faded. Following sharp share price declines, Almonty, Rheinmetall and Renk are increasingly back in focus. With demand trends intact, are these new entry opportunities? After all, without raw materials there is no ammunition; without drive systems there are no mobile armed forces. Almonty has commenced commercial operations at the Sangdong tungsten mine, marking a historic milestone. Rheinmetall and Renk are under scrutiny for how quickly and profitably they can fulfil orders. Wait or buy?
Read
Commented by Carsten Mainitz on October 14th, 2026 | 05:30 CEST
Tungsten, Weapons and Growth: Almonty, Rheinmetall and Deutz Under Review. Is This an Opportunity in a Megatrend?
The stock market is not linear. Greed and fear, excessive optimism or excessive scepticism—all of these drive markets. Only the future will tell what is cheap or expensive today. The stocks mentioned above are at precisely this point. Secure supply chains, access to raw materials and defence readiness are high on the agenda of Western governments. These long-term trends play strongly into the hands of defence companies and raw material producers. Almonty, in particular, as a producer of the critical raw material tungsten, holds a leading position in the sector. Where do the greatest opportunities lie for investors now?
Read
Commented by Tarik Dede on October 13th, 2026 | 05:31 CEST
Speculative Stocks in Focus: Opportunities in Super Micro Computer, Strategic Resources and Infineon
In recent days and weeks, rising global bond yields have not been the only source of considerable uncertainty in equity markets. Instead, the massive financing needs of tech companies are becoming increasingly apparent. SpaceX plans to raise USD 40 billion through borrowing, while Oracle and OpenAI also appear to need more money. Not least, media reports say Japan's SoftBank is trying to raise up to USD 100 billion from investors in the Middle East for its AI plans. Added to this is a very high level of concentration in the major US indices. The three largest stocks, Nvidia, Apple and Microsoft, now account for 21% of the S&P 500. Based on Q3 estimates, more than two-thirds of earnings growth in this index now comes from the AI sector. The rest of the US economy is not really performing. In such volatile periods, it is worth looking at speculative stocks. These often move disproportionately following sharp market movements and offer leverage on the respective sector. Today, we take a look at the shares of Super Micro Computer, Strategic Resources and Infineon.
Read