Investments
Commented by Armin Schulz on December 23rd, 2025 | 07:15 CET
Gold boom in Africa: What makes the continent so attractive for Barrick Mining, Desert Gold, B2Gold, and your portfolio
As the price of gold breaks records, Africa is experiencing an unprecedented boom. The continent has become not only a supplier but also a dynamic driver of innovation in industry. Low-cost deposits, growing local financing power, and an increasingly professional industry are creating a unique investment environment. This positive development is being fueled by a new partnership model between international expertise and local value creation. Three companies embody this promising path to the future: globally experienced producer Barrick Mining, up-and-coming explorer Desert Gold, and experienced African producer B2Gold.
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Commented by Armin Schulz on December 22nd, 2025 | 07:30 CET
Gold beats cryptocurrencies – Newmont, LAURION Mineral Exploration, and an analysis of Strategy
While digital assets are losing their shine, the precious metal gold is experiencing an impressive renaissance. Driven by geopolitical uncertainties and a strategic realignment of global currency reserves, the price of this classic safe haven broke through record levels in 2025. This fundamental shift toward tangible assets opens up concrete opportunities for investors – from established producers to emerging explorers. The following insights into Newmont and LAURION Mineral Exploration show how they are benefiting from the rising price of gold and what difficulties Strategy is currently facing.
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Commented by Carsten Mainitz on December 22nd, 2025 | 07:25 CET
The Next Big Thing! US banks have their sights set on the trillion-dollar tokenization market – pioneer Finexity in pole position! Commerzbank and Deutsche Bank left behind?
Larry Fink, CEO of BlackRock, the world's largest asset manager, made a powerful and significant statement in which he declared tokenization to be the "next generation of markets." Furthermore, the entry of the largest US bank, JPMorgan, into this area highlights its great potential. With the help of tokenization, real-world assets (RWA) are divided into digital tokens and mapped on a blockchain in a legally secure manner. According to the consulting firm Boston Consulting Group, the RWA market will grow to an incredible USD 19 trillion by 2033. Private markets such as real estate, private equity, and renewable energy are an exciting and rapidly growing sub-sector. Tokenization now makes it possible to trade previously non-fungible assets. This is where German pioneer Finexity comes in, addressing a market worth billions.
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Commented by Nico Popp on December 22nd, 2025 | 07:20 CET
Halo effect in Côte d'Ivoire: How Kobo Resources is maturing into the next big gold story in the shadow of Perseus and the Lundin Group
In the world of geologists and commodity prospectors, there is an unwritten law: the best finds are made in the shadow of existing world-class mines. Geology knows no license boundaries, and where millions of ounces of gold are already being mined, the probability of further discoveries is highest. This phenomenon, known as the "halo effect," is currently playing out in textbook fashion in Côte d'Ivoire. The West African country has become the new darling of international mining capital. While Australian producer Perseus Mining is demonstrating the enormous potential of the soil just a few kilometers away with the Yaouré mine, and Montage Gold is showing how attractive the region is to investors with the entry of the legendary Lundin Group, Kobo Resources is positioning itself right in between. For investors, the small explorer offers a rare opportunity to bet on the same geology and jurisdiction as the billion-dollar corporations, but with significantly more attractive leverage.
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Commented by Carsten Mainitz on December 22nd, 2025 | 07:05 CET
Silver boom shows no end! Exploration stocks like Silver Viper are significantly outperforming the precious metal! High reserves at Pan American Silver, record highs at Barrick
2025 was a historic year for silver. With a spectacular rally to a current all-time high of USD 67 per ounce, the price of silver has significantly outperformed gold and the broad mass of other commodities. Industrial demand, geopolitical uncertainties, and supply deficits are driving prices. Reaching new highs has also generated a strong buy signal. Market participants expect the bull market to continue. With shares in producers such as Pan American Silver, investors were able to significantly outperform silver. Exploration stocks such as Silver Viper, in particular, offer leveraged investment in the yellow precious metal's little brother in the current bull market cycle. Where is it still worth getting in?
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Commented by Armin Schulz on December 22nd, 2025 | 06:50 CET
Take advantage of the price dip among industry leaders from the US and Germany: Almonty Industries, Rheinmetall, and RTX
The recent price corrections among leading companies in the key sectors of critical raw materials and defense technology now present a strategic entry point. This setback offers investors the opportunity to participate in established and ongoing megatrends without missing the early phase. We analyze the specific upside potential of tungsten producer Almonty Industries, German defense giant Rheinmetall, and US technology leader RTX.
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Commented by Nico Popp on December 19th, 2025 | 07:05 CET
The silver bet: Why Fresnillo is investing in Silver Viper – Hecla Mining already expensive
Silver is the metal of the moment. Driven by demand from the photovoltaic industry and its role as a safe haven, gold's little brother is once again becoming the focus of investors. But while established silver producers such as Hecla Mining and Fresnillo are struggling with the challenges of declining ore grades and rising costs, a new dynamic is forming in the second tier. Strategic alliances are being forged to secure the reserves of the future. Particularly exciting is a current constellation in Mexico, where global market leader Fresnillo is entering into an unusually close relationship with explorer Silver Viper Minerals. This move could be interpreted as a covert takeover preparation.
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Commented by Fabian Lorenz on December 19th, 2025 | 07:00 CET
Milestone for Almonty Industries! Full order books at RENK and TKMS! Here is what analysts say
A milestone for Almonty Industries: the tungsten mine in South Korea goes into operation. This positions the raw material gem for strong revenue and earnings growth in the coming years. Analyst estimates are based on significantly lower prices and could therefore be too conservative. The stock is rebounding. Defense stocks are currently being weighed down by the possibility of peace in Ukraine, but order books remain well filled. Shortly before Christmas, RENK is celebrating a million-euro order from the German Armed Forces for various tanks. TKMS has no worries about revenue for the coming years, with an order backlog of EUR 18.5 billion, nearly nine times its annual sales. Analysts recommend buying.
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Commented by Carsten Mainitz on December 18th, 2025 | 07:30 CET
When will the next hydrogen boom begin? How will dynaCERT, Nel, and Siemens Energy stocks benefit from this in concrete terms?
The hydrogen sector will enter a new phase in 2026. Investors can still position themselves early on. The framework conditions in Europe have improved significantly thanks to a matchmaking portal for hydrogen projects and subsidies. The US is attracting investors with tax incentives for clean hydrogen. Overall, the market has become more technologically mature and increasingly more large-scale projects are being realized. Everything points to a revival of hydrogen stocks. Who will be ahead next year?
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Commented by André Will-Laudien on December 18th, 2025 | 07:20 CET
Turnaround with a 100% chance in 2026! Novo Nordisk, TeamViewer, Equinox, and Laurion Mineral on the launch pad
The 2025 stock market year did not go well for everyone involved. The stocks in our selection today can tell us a thing or two about how it feels to be at the bottom of the rankings. But sometimes the stock market gets it wrong, because although Novo Nordisk has issued three profit warnings, the Company is still making good money. The situation is similar at TeamViewer, where there have been some disappointments in terms of growth, but the EBIT margin is still above 30%. It is completely incomprehensible that Laurion Minerals is at the bottom of the chart compared to other explorers. The drill results from Ontario show good mineralization values in gold not far from Equinox's Greenstone Mine. With gold prices at USD 4,300, the stock should soon see a surge. We do the math.
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