Investments
Commented by Carsten Mainitz on March 26th, 2026 | 07:45 CET
Take Advantage of Future Cash Flows at Bargain Prices Now: Desert Gold, Barrick, and Newmont!
In recent weeks, the gold price has corrected by over USD 1,000. Is this cause for concern? In a nutshell: no. Corrections following strong rallies are normal. Currently, the scenario of persistently high oil and energy prices is acting as a particular drag, and inflation and interest rates could rise significantly. However, historically high gold prices ensure strong profits for mining operators, as industry leaders Barrick and Newmont have demonstrated in recent quarters. Canadian-based Desert Gold currently appears particularly promising. Gold production is set to begin this summer. Analysts are extremely bullish and see potential for the stock price to multiply.
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Commented by Armin Schulz on March 24th, 2026 | 07:25 CET
From Silver North Resources to Volkswagen to Super Micro Computer: Where Are the Best Opportunities Now?
Markets remain under pressure as interest rate uncertainty and geopolitical risks weigh on sentiment. While some are losing their nerve in the face of volatility, three companies from completely different industries reveal the strategic shifts taking place behind the scenes. Beyond the recent drop in stock prices, there is another common thread. Whether in Silver North Resources' drill holes, Volkswagen's electric vehicles, or Super Micro Computer's AI servers, silver is proving to be the connecting element of a transformation sweeping across all industries. Today, we analyze which stocks have the potential for a turnaround.
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Commented by Armin Schulz on March 24th, 2026 | 07:10 CET
Sangdong Is More Than Just a Mine: How Almonty Industries Is Emerging as a Strategic Pillar for Western Supply Chains
For decades, tungsten was a blind spot in commodity markets - technically indispensable, yet strategically overlooked. That perception is now shifting rapidly. As Western economies reassess their dependence on Chinese supply chains for defense and high-tech applications, Almonty Industries is transitioning from developer to producer at its Sangdong project in South Korea. What follows is not merely the start of production, but a structurally important addition to Western supply security.
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Commented by Armin Schulz on March 23rd, 2026 | 07:20 CET
Sell-off at Barrick Mining, Lahontan Gold, and Newmont: Why Now Is the Perfect Time to Buy More
The Fed's recent decision, with its hawkish tone, has shaken the gold market and triggered a sharp correction. What looks like a sell-off, however, turns out to be a classic entry point for strategic investors. The structural drivers - geopolitical uncertainty, chronic over-indebtedness, and the ongoing crisis of confidence in monetary policy - remain firmly in place. This is precisely where a promising opportunity is now emerging. We take a closer look at three gold companies that are now coming into focus: Barrick Mining, Lahontan Gold, and Newmont.
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Commented by André Will-Laudien on March 23rd, 2026 | 07:10 CET
Sharp Corrections for the DAX, NASDAQ, BTC, Gold, and Silver – But Almonty Industries Is Showing Its Strength!
17% of Qatar's LPG capacity was destroyed last week, with damage expected to last 2 to 3 years. What madness! Iran is targeting critical infrastructure of Western allies in response to Israeli-American aggression. This brings back the horror scenarios from the COVID-19 pandemic, as we are likely to witness the collapse of global supply chains - at least for a few months. For the capital markets, this means constant stress mode, with high volatility and a downward trend. Even safe havens like gold and silver are under massive selling pressure - presumably due to liquidity shortages. One commodity, however, is trending from one high to the next: tungsten. This critically important metal for the defense industry has reached prices of up to USD 2,800 per metric ton unit (MTU). One company particularly exposed to this trend is Almonty Industries, already up over 2,000% in the last 18 months. What is next here?
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Commented by Armin Schulz on March 23rd, 2026 | 07:00 CET
Use Gold's Pullback: Desert Gold Is Poised for a Revaluation - What Comes Next
The past trading week brought a sharp correction in the gold market. The price briefly fell below the USD 4,500 mark and recorded its steepest weekly loss in months. But for savvy investors, this could be exactly the right opportunity to buy. While prices remain under short-term pressure, the long-term drivers remain intact. Top investment firms like Goldman Sachs and JPMorgan are reaffirming their optimistic forecasts. In Mali, Desert Gold has a clear goal in sight. It is no longer about drilling dreams, but about a concrete construction site. With fresh capital of over CAD 7 million and a defined timeline, the transition from explorer to producer is imminent. This is the final piece of the puzzle needed to re-evaluate the company.
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Commented by Tarik Dede on March 20th, 2026 | 10:15 CET
Gold Pullback Creates Opportunity: Pan American Silver, Kobo Resources, and Agnico Eagle in Focus
Gold prices have recently pulled back below the USD 5,000 mark amid escalating tensions between the US, Israel, and Iran. Despite this correction, the precious metal remains at elevated levels and well above producers' costs, supporting strong margins. At the same time, ongoing concerns about currency debasement and declining confidence in fiat currencies are likely to persist in the coming years. Against this backdrop, the recent pullback offers opportunities for investors to bet on gold stocks, many of which are currently trading below the record highs of recent weeks.
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Commented by Carsten Mainitz on March 20th, 2026 | 08:10 CET
Quality stocks at bargain prices: Almonty Industries, Rheinmetall and RENK
Rising energy prices and fears of their economic consequences are putting increasing pressure on the global stock markets. What does the future hold amid growing geopolitical tensions and conflicts? While most industries face major challenges, there are clear winners: commodity producers and defense companies. Almonty Industries, in particular, looks extremely attractive during the current correction phase. As the world's leading tungsten producer outside of China, the company carries significant geopolitical importance. A recent major milestone further strengthens its position. Analysts are recommending the stock as a buy.
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Commented by Armin Schulz on March 19th, 2026 | 07:25 CET
Why are Investors Overlooking Power Metallic Mines while Billionaires like Friedland, McEwen and Rinehart are Buying in?
16.55 meters at 10.08% copper, with 98.9% laboratory recovery. A shareholder roster that reads like a who's who of the global mining industry. By all accounts, a re-rating of Power Metallic should have occurred long ago. But it has not. The stock price is still languishing, while the company continues to deliver high-grade drill results in Québec. What explains this disconnect - and how much longer can it persist?
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Commented by Nico Popp on March 18th, 2026 | 07:35 CET
Consolidation in the Gold Sector: Solid Returns with Newmont and Barrick – Top Opportunity Lahontan Gold
The gold market has entered a new phase in recent months. With gold prices stabilizing above the USD 5,000 per ounce mark and occasionally reaching peaks of up to USD 6,300, the environment for commodity investments has fundamentally changed. Top-tier jurisdictions have become an absolute necessity for investors and mining companies alike, especially given the current geopolitical landscape. Nevada, which has taken the top spot globally in the Fraser Institute's Investment Attractiveness Index, is considered the premier destination for investors. While Newmont and Barrick Mining dominate operational production by volume through their Nevada Gold Mines joint venture, Lahontan Gold is increasingly coming into focus amid a wave of consolidation. As established mining operators face declining ore grades, Lahontan offers an ideal combination of infrastructure maturity and exploration leverage with its Santa Fe project. A closer look at the business models shows how these companies are positioning themselves to benefit from the current market cycle.
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