Gold
Commented by Stefan Feulner on December 8th, 2025 | 07:20 CET
Glencore, Laurion Mineral, Endeavour Mining – Demand explodes
The continuing high demand for copper and precious metals, coupled with rising prices, is putting increasing pressure on the global commodities sector while also creating new opportunities. More and more producers are responding with massive investment programs, expanded exploration campaigns, and the accelerated expansion of existing projects. Copper, in particular, is considered a bottleneck metal in the energy transition. Without additional production volumes, there is a risk of price volatility and supply bottlenecks in key industries such as electromobility, renewable energy, and semiconductor technology.
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Commented by Fabian Lorenz on December 8th, 2025 | 07:15 CET
RENK better than HENSOLDT? Risk at NOVO NORDISK! Billion-dollar opportunity with RZOLV Technologies!?
Is RENK's stock better than Hensoldt's? That is what analysts are saying. According to them, the transmission specialist is attractively valued at the current level. Hensoldt, on the other hand, is having problems converting its order backlog into revenue growth, leading to a significant reduction in its price target. In contrast, RZOLV Technologies shares have enormous upside potential. The Company aims to replace a toxic chemical used in gold extraction, thereby opening up a billion-dollar market. Development is nearly complete, and patents have been filed. In just a few months, RZOLV could become a hot takeover candidate. Meanwhile, takeovers currently appear to be a way for Novo Nordisk to replenish its drug pipeline, with the Danish company taking risks worth billions - Pfizer, take note.
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Commented by André Will-Laudien on December 4th, 2025 | 07:00 CET
Gold & silver with a record year – 100% in 2026 too? Barrick, Kobo Resources, First Majestic, and Endeavour Silver
Gold and silver remain the surprise of 2025. Despite many prophecies of doom, both precious metals have so far managed to hold on to their record highs of USD 4,350 and USD 58.50, respectively. After a brief correction at the end of last week, the highly volatile silver price quickly rose back to the USD 58.00 mark. Experts warn of an approaching pain threshold for short sellers and futures speculators. They had hoped to be able to close their uncovered positions at a favorable price before the approaching settlement date on November 28. Far from it, because on Friday, metals took off again. According to traders, it is currently almost impossible to procure sufficient quantities of physical silver to cover the many derivative transactions. This is leading to unusual behavior on the market. So where should investors pay close attention now?
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Commented by André Will-Laudien on December 3rd, 2025 | 07:30 CET
Gold, drones, and specialty glass! Just like that, 200% gains out of nowhere with DroneShield, AJN Resources, and Gerresheimer
The stock market is showing its volatile side. While AI, defense, and tech stocks are consolidating, gold and silver are skyrocketing. Sector rotation is therefore in full swing at the end of the year. It is time to take a closer look at some notable movements, because every bull and bear market contains the seeds of the next reversal. DroneShield up 1,000% and then down 75%, AJN Resources suddenly up 200% from a standing start, and Gerresheimer, a fallen angel down 60%, a battered member of the German SME sector. We take a closer look at these stocks – where is it worth taking action?
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Commented by Fabian Lorenz on November 28th, 2025 | 07:10 CET
A 100% price gain not enough? Barrick Mining, First Majestic Silver, and gold gem Kobo Resources!
Barrick Mining's share price has risen by over 100% in the current year. The consolidation of the gold price in recent weeks has had virtually no impact on the Company, and analysts see further upside potential. The Company is closing a billion-dollar deal, and the major problem within the group appears to have been resolved. Now, precious metal prices are rising again. This should also herald a return to prosperity for exploration companies. Kobo Resources is emerging as a hot takeover candidate. The gold explorer has reported high-grade results. A neighbor will be watching developments closely. And what is First Majestic Silver doing? The Company has divested itself of a stake.
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Commented by Armin Schulz on November 26th, 2025 | 07:15 CET
The stability anchor Barrick Mining, the leverage play Kobo Resources, and the growth giant Xiaomi: The ultimate mix for your portfolio
The world is divided into two camps: those seeking security and those driving progress. Both are fueling a historic rush for strategic raw materials. While gold shines as the last safe haven in turbulent times, copper is the new lifeblood of every future technology, from e-mobility to smartphones. This gigantic wave of demand is meeting scarce supply, creating an explosive environment for savvy investors. This fundamental shift is creating a unique investment environment in which established producers, emerging exploration companies, and technology-driven consumers are the focus of attention. Against this backdrop, it is worth taking a closer look at the positions of Barrick Mining, Kobo Resources, and Xiaomi.
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Commented by Armin Schulz on November 26th, 2025 | 07:05 CET
Deutsche Bank, Globex Mining, K+S: How to combine financial strength, the commodities boom, and food security
In uncertain times, savvy investors focus on companies with strong fundamentals and clear prospects for the future. Instead of relying on artificial connections, it is worth taking a look at three specific players, each of which plays to its own strengths in volatile markets: a financial giant that needs to prove its robustness, an agile mining explorer with access to coveted commodities, and a fertilizer specialist that benefits from global food security. An analysis of the individual opportunities and risks of Deutsche Bank, Globex Mining, and K+S promises valuable insights.
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Commented by André Will-Laudien on November 25th, 2025 | 07:50 CET
AI mania, critical metals, and gold! Keep an eye on blockbuster stocks such as BASF, RZOLV Technologies, and Barrick Mining
The breathtaking advances in high-tech and artificial intelligence require a strong focus on raw materials companies in order to provide the necessary strategic metals in a timely manner. Securing supply chains is all the more important for Western industries because the availability of raw materials is subject to geopolitical skirmishes between some countries that still control the decisive masses in critical areas. This is particularly true for China and Russia. If nothing arrives in the West, production lines come to a standstill or company managers have to accept expensive detours. For equity investors, it is always worthwhile to take a clear look at the key levers. However, the focus is also on the manufacturing processes.
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Commented by Fabian Lorenz on November 25th, 2025 | 07:45 CET
Buy recommendation and major order: Evotec, Nordex, Desert Gold
Are more than 100% share price gains in Nordex still not enough? Apparently not, according to analysts. In addition, the wind turbine manufacturer has secured a major order. Will the rally continue? Analysts believe that Desert Gold shares have the potential to rise by well over 100%. In their view, Desert Gold may be on the verge of one of the most significant gold discoveries in West Africa in recent years, none of which is reflected in the current share price. And what is Evotec doing? The share is trading at its lowest level since 2016. The milestone payments in the current year do not appear to be enough for investors. What do analysts say?
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Commented by Nico Popp on November 25th, 2025 | 07:15 CET
Crisis investments – Why anything can happen today: AJN Resources, Newmont, B2Gold
Volatility is increasing – and not just on the capital markets. Geopolitically, and even in German domestic politics, which is actually relatively calm by international standards, completely new developments are suddenly conceivable. When the range of possibilities expands so dramatically on many levels, uncertainty grows. Ten years ago, the US withdrawal from NATO would have been a gradual process, but today, Trump and his ministers are making their intentions abundantly clear. Investors should protect themselves against these new eventualities and consider gold as an investment.
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