Investments
Commented by Carsten Mainitz on November 3rd, 2026 | 05:33 CET
Hit or Miss? Diesel, dynaCERT, Deutz and Daimler Truck – Assessing the prospects in a changing commercial vehicle industry
Retrofit, convert or replace? When will the transition to new powertrains gain momentum? dynaCERT aims to make existing diesel engines more efficient using its hydrogen technology. Deutz is expanding its engine business to include energy and defence technology. Daimler Truck combines its established commercial vehicle business with the development of new powertrains. Sooner or later, the shift towards lower-emission commercial vehicles will inevitably come down to hard numbers. When and how do these investments pay off? Which company has the most convincing answers?
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Commented by Carsten Mainitz on November 2nd, 2026 | 05:36 CET
Multimillion-dollar contracts and fresh capital: Zefiro Methane profits handsomely from America's legacy liabilities! Bullish analyst price target!
Created and published on behalf of Zefiro Methane Corp.
America's oil and gas industry is leaving behind a costly legacy. Several million orphaned wells require professional plugging and site remediation. Methane leaks from these wells pose a major problem that remains insufficiently recognised by the general public. Methane is one of the most damaging greenhouse gases, with around 80 times the global warming potential of CO₂ over the first 20 years. The professional decommissioning of these legacy sites is therefore becoming increasingly important and is receiving growing political attention through funding programmes worth billions. Zefiro has established itself as a hidden champion in this field in the US. A government order backlog of around USD 40 million provides planning certainty, while the recently completed capital increase lays the foundation for accelerated growth and acquisitions. Analysts believe the share price could triple.
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Commented by Carsten Mainitz on October 29th, 2026 | 05:31 CET
Gold, Tickets, Turnarounds! Why Stock Pickers Should Take a Closer Look at DRC Gold, CTS Eventim and Mutares Now
The stock market is no petting zoo. Investors seeking returns have to go hunting themselves. Stock picking is the art of finding tomorrow's winners before the rest of the market wakes up. Under the leadership of industry veteran Klaus Eckhof, DRC Gold is working to take a stake in a gold project in the northeast of the Democratic Republic of the Congo. This could take the company to a whole new level. CTS Eventim is attracting renewed attention thanks to an activist investor. This could boost the share price. Mutares has many irons in the fire. Who is ahead?
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Commented by Carsten Mainitz on October 28th, 2026 | 05:30 CET
Sow First, Reap Later! Exciting Developments at MustGrow, Bayer and K+S – Who Is Best Positioned?
Created and Published on Behalf of MustGrow Biologics Corp.
Fewer chemicals, healthier soils and higher yields. Agriculture is looking for solutions that combine environmental protection and economic viability. Political support appears to be emerging from Brussels. The EU plans to approve biological crop protection products more quickly and reduce the administrative burden. However, the Council and the European Parliament still need to reach an agreement. At least the direction is right, which could open new opportunities for companies like MustGrow. The Canadians develop mustard-based agricultural products and cooperate with Bayer on biological crop protection through a licensing partnership. The first development milestone payment was made under this partnership in the summer. Bayer's agricultural division focuses on seeds and crop protection. K+S supplies potassium- and magnesium-based fertilisers for agriculture. Ultimately, all three companies face similar challenges: new and existing products must improve yields per hectare while remaining economically viable for farmers. Which stock offers the most value for investors?
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Commented by Armin Schulz on October 27th, 2026 | 05:21 CET
Pharma Stocks with a Future: Bayer, BioNxt Solutions and Novo Nordisk Expand Their Pipelines
No pharmaceutical company can rely on its bestsellers forever. Eventually, patent protection expires, generic manufacturers enter the market, and margins come under pressure. Companies that fail to replenish their product pipelines risk being left behind. That is why substantial sums are currently flowing into new active ingredients, manufacturing facilities and innovative drug delivery methods. Bayer plans to invest USD 2.2 billion in a pharmaceutical plant in Ohio. Smaller developers such as BioNxt Solutions are exploring new formulations and delivery methods for established active ingredients. At the end of September, Novo Nordisk agreed to license an oral drug candidate, including an upfront payment of USD 300 million. We take a closer look at Bayer, BioNxt Solutions and Novo Nordisk.
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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?
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Commented by Carsten Mainitz on October 14th, 2026 | 05:25 CEST
Who Profits When Patents Expire? The Billion-Euro Race Between Formycon, Fresenius and Pfizer
When patent protection for high-revenue biopharmaceuticals expires, a billion-euro market for follow-on products emerges. Michael Sen, head of the German healthcare group Fresenius SE, cites an impressive figure. By 2035, this could generate around EUR 180 billion in revenue. In particular, biosimilars, biotechnologically produced follow-on medicines that are highly similar in composition to the original medicine and equivalent in quality, efficacy and safety, are forecast to grow significantly. Moreover, biosimilars can strengthen competition and reduce treatment costs. Formycon stands out as a pure play. The company recently reached a crucial milestone. The US Food and Drug Administration (FDA) accepted the marketing authorisation application, the first publicly known application of its kind, for FYB206, a biosimilar candidate to the cancer medicine Keytruda, for review. Keytruda generates around USD 32 billion in annual revenue, making it the world's highest-revenue medicine. Fresenius is strengthening its positioning in the biosimilar sector through an acquisition. Pfizer needs new growth drivers. Who is best positioned for the year-end rally?
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Commented by Matthias Schomber on October 12th, 2026 | 05:24 CEST
Every Crisis Creates an Opportunity: Nordex Stumbles, Jungheinrich Struggles, and RE Royalties Looks to Have Found a Bottom
When market participants suddenly lose their nerve, and industrial heavyweights like Jungheinrich plunge to new multi-year lows despite bulging order books, a key question for private investors, among others, is whether this is a dangerous crisis with further downside ahead or an attractive entry opportunity. Nordex, too, has recently struggled to build on its successes from earlier this year. The share is trapped in a consolidation phase and has now returned to its level from late February, when it broke out upwards on high volume and with a long green weekly candlestick. Is this an attractive entry point for investors desperately seeking stable, high-yield alternatives in the future-oriented renewable energy market? Find out why scepticism could prevail regarding well-known German names and why a pioneer in royalty financing could be on the verge of the next major share price surge following a technical “textbook pattern”.
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Commented by Tarik Dede on October 9th, 2026 | 09:00 CEST
Copper in the Spotlight: BHP, Southern Copper and Power Metallic Mines
Copper prices remain elevated despite ongoing market volatility. Recent developments in the physical market have provided plenty of reasons for concern. Production in Chile, by far the world's largest copper-producing country, remains subdued and is declining at some operations. Strikes are looming at several mines. Most recently, Antofagasta reported the start of a work stoppage at its Centinela mine in the Andean nation. Adding to these concerns, Deutsche Bank's commodities team highlighted the geopolitical aspects in a recent study. Copper is essential to virtually every sector of the economy, from construction and power grids to manufacturing and AI data centres. According to the study, the US and China now control, directly or indirectly, 70% of global copper production. This presents a challenge for Europe and many other regions, where securing reliable supplies of critical raw materials remains a key strategic priority. Against this backdrop, we take a closer look at the copper market and the geopolitical tensions shaping it through three stocks: Power Metallic Mines, BHP and Southern Copper.
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Commented by Tarik Dede on October 8th, 2026 | 07:35 CEST
Gold Stocks with Potential: K92 Mining, B2Gold and Kobo Resources
A sombre mood once again prevails in the gold market. Gold has fallen sharply from its peak of more than USD 4,600 per ounce and seems poised to test the USD 4,000 mark again. Technical analysts, however, see a "death zone" only below that level. Nevertheless, others point to fundamental factors. Analysts are highlighting ongoing purchases by asset managers through gold ETFs, acquisitions by central banks, and the world's high debt problem. As a result, gold is currently showing remarkable resilience, as emphasized in recent studies by major banks such as JPMorgan and Morgan Stanley. Accordingly, investors can pick up promising stocks during such weaker market phases. That is why we are taking a look today at the stocks of K92 Mining, B2Gold and Kobo Resources.
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