Gold
Commented by Carsten Mainitz on October 23rd, 2026 | 05:43 CEST
More Power Requires More Infrastructure! Opportunities for Phenom Resources, Siemens Energy and Nordex?
The energy transition requires grids, power plants, storage systems and raw materials. Electricity must be transported reliably, supplied when needed and stored cost-effectively. This creates opportunities across the entire value chain. Siemens Energy is benefiting from growing demand for energy infrastructure, with its order books full. However, doubts about the AI boom are also mounting. Nordex significantly exceeded expectations with its quarterly results and raised its margin target for the current year. Its shares initially surged before profit-taking set in. Phenom Resources is broadly diversified. The exploration company offers investors exposure to vanadium, gold and other areas. Which share will take off now?
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Commented by Armin Schulz on October 23rd, 2026 | 05:25 CEST
Vonovia, Desert Gold and Deutsche Telekom: A Closer Look at Stocks with Scarce Assets and Key Catalysts
Created and published on behalf of Desert Gold Ventures Inc.
Scarce assets attract interest. In Berlin, an exploratory agreement between the SPD, Greens and Left Party proposes transferring residential property portfolios comprising 10,000 or more units into public ownership, with compensation capped at EUR 16 billion. In the gold sector, the key question is when deposits in the ground will translate into actual bullion production. Meanwhile, on October 19, it emerged that Deutsche Telekom, Orange, Telefónica and Vodafone were considering a joint bid for satellite frequencies. Scarcity can work in asset owners' favour, but investors should always assess their investment decisions carefully. Today we take a closer look at Vonovia, Desert Gold and Deutsche Telekom.
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Commented by Carsten Mainitz on October 22nd, 2026 | 05:38 CEST
Gold and Concrete Gold: When Asset Values and Share Prices Diverge – Lahontan Gold, Vonovia and LEG Immobilien Under the Microscope
On the stock market, assets sometimes have two prices: a calculated or theoretical value and the current market price, reflected in the share price. When the gap between value and price becomes (too) wide, opportunities may arise for forward-looking investors. Or are these valuation discounts nothing more than a value trap? The latest developments at three companies give us reason to take a closer look. The newly published PEA, which provides an initial indication of the potential value of Lahontan Gold's gold project, values it at eight times (!) the Canadian company's market capitalisation. Real estate stocks have been among the market's laggards in recent months, weighed down by rising interest rates, economic concerns and political uncertainty. Even major players such as Vonovia have been affected. LEG's recent investment highlights how share price declines can create attractive valuation levels. So what does all this mean for investors?
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Commented by Stefan Bode on October 22nd, 2026 | 05:33 CEST
What will now be crucial for Desert Gold, Draegerwerk and Verbio
Created and Published on Behalf of Desert Gold Ventures Inc.
Sharp share price movements, operational milestones and changing earnings expectations are currently shaping the outlook for three very different listed companies. While an established technology group faces greater pressure to defend its existing margins, a resource explorer is approaching the transition to its first gold production. A biofuel producer, meanwhile, is benefiting from improved earnings expectations but is facing a key technical resistance level on the chart. The report puts key figures, risks and potential share price drivers in context.
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Commented by Tarik Dede on October 21st, 2026 | 05:33 CEST
Opportunities in Precious Metals: Lahontan Gold, First Majestic Silver and SSR Mining in Focus
In precious metals, the bulls have recently tried to push the price significantly higher again. However, this breakout attempt has failed for now. In the short term, the price, like that of silver, is moving in response to the latest statements by members of the Federal Reserve. Recently, an investment bank had also suggested that the US central bank could raise interest rates before the midterms in early November. This is weighing on prices. Yet the Fed has never raised interest rates before elections to signal political neutrality. The next meeting could be as early as next week. Accordingly, gold and silver are likely to remain highly volatile. For those with a long-term outlook, the currently subdued sentiment in the metals markets offers an opportunity to pick up promising shares. Today, we therefore look at the shares of Lahontan Gold, First Majestic Silver and SSR Mining.
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Commented by Nico Popp on October 21st, 2026 | 05:27 CEST
Newmont's Production Decline and Barrick Mining's African Focus Fuel Interest in DRC Gold
Goldman Sachs analysts expect gold to reach USD 5,400 by the end of 2027, while J.P. Morgan, in a February note, even set a 2027 target of USD 6,300. This environment, coupled with US national debt exceeding USD 40 trillion, is supporting the gold price. At the same time, industry leaders such as Newmont are struggling with declining production volumes. This is forcing major mining companies to realign their strategies on the African continent, where project developers like DRC Gold, with exploration areas in the immediate vicinity, are coming into focus.
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Commented by Lars Winter on October 20th, 2026 | 05:44 CEST
Gold, Money and Healthcare: Lahontan Gold, Goldman Sachs and Johnson & Johnson – 3 Promising Stocks Under Review
Canadian gold exploration company Lahontan Gold is generating optimism. A preliminary economic assessment of its key mining project in Nevada recently assigned the Santa Fe Mine a calculated project value of USD 820 million. This is a multiple of its current market capitalisation, giving the stock considerable upside potential. Goldman Sachs has also surprised the market in recent days with a strong set of financial results. Pharmaceutical giant Johnson & Johnson, meanwhile, raised its outlook despite one minor setback. Three promising companies with positive news are under review.
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Commented by Stefan Feulner on October 20th, 2026 | 05:28 CEST
Endeavour Mining, Kobo Resources, Fortuna Mining: Opportunities in West Africa
The recent correction in the gold market has also affected the shares of numerous mining companies. Following a strong rally, profit-taking, fluctuations in precious metal prices and uncertainty over the future direction of interest rates have unsettled investors. However, the long-term outlook remains compelling. Central banks continue to rely on gold as a strategic reserve, while geopolitical tensions and high government debt levels could support demand for the precious metal. At the same time, developing new deposits is becoming increasingly complex and costly. West Africa in particular is therefore coming into focus. The region holds substantial gold resources and offers opportunities for established producers as well as emerging exploration companies.
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Commented by Lars Winter on October 19th, 2026 | 05:31 CEST
Commodities, Record Assets and AI Chips: Good News from Globex Mining, BlackRock and TSMC
Globex Mining, BlackRock and TSMC are doing good business and benefiting from popular stock market trends. Globex is working with partners to explore for sought-after commodities, BlackRock is benefiting from growth in assets under management, and TSMC is at the heart of the AI boom. All three companies are currently delivering strong news and have promising prospects. While BlackRock and TSMC are already firmly established names in the stock market, Globex is only gradually attracting broader market attention. In our stock check, we examine potential opportunities for investors and assess which types of investors each stock may suit best.
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Commented by Nico Popp on October 16th, 2026 | 05:26 CEST
B2Gold, Barrick Mining and Desert Gold: Gold rush despite geopolitical hurdles
Gold production in Mali is booming. According to data from the mining ministry reported by Reuters, industrial gold production rose by around 30% to 23.5 tonnes in the first half of 2026, exceeding the government's forecast despite logistical difficulties and geopolitical tensions. While major gold producers, many of which also have projects in Mali, negotiate with the government and make strategic decisions, a nimble exploration company is advancing its large-scale project in the immediate vicinity. We examine the situation in Mali and explain how Desert Gold is progressing towards production at its SMSZ property.
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