Investments
Commented by Nico Popp on February 27th, 2026 | 07:10 CET
Western antimony axis ensures returns: How Antimony Resources, US Antimony, and Hensoldt are securing defense capabilities
In the current tense geopolitical environment, securing global supply chains for critical minerals has become a matter of national security. Antimony is now at the heart of modern defense technology. With China's dominance in this area remaining unchallenged for decades and the country imposing far-reaching export restrictions, urgent action is needed. The West, led by the US and Canada, is currently building a self-sufficient supply chain, as analysts at the Boston Consulting Group emphasize in their publication on ecosystems in the supply chain for critical minerals. This chain extends from exploration in Canada to industrial scaling in the US to the final production of sensor systems in Europe and other industrialized countries. Antimony Resources, the United States Antimony Corporation, and Hensoldt play a critical role in Western defense. Consulting firms such as PwC have pointed out in their outlook for the current year that massive sums are flowing into the defense sector in North America to secure raw material sovereignty. We explain where the greatest opportunities for investors lie.
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Commented by Armin Schulz on February 26th, 2026 | 07:10 CET
Lahontan Gold: Resource update incoming, production on the horizon - Time to invest?
Imagine buying a house and discovering an undeveloped backyard that is suddenly worth a fortune - that is Lahontan Gold. The TSX-listed company plans to bring the past-producing Santa Fe mine in Nevada back into operation – a project with history, but more importantly, with strong future potential. While the primary focus is on reviving Santa Fe, a second site located 13 km away is gaining attention thanks to impressive recent drill results.
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Commented by Fabian Lorenz on February 26th, 2026 | 07:00 CET
Tungsten Prices Surge as Media Attention Grows: Handelsblatt and Fox Business Report - Almonty Industries in focus
A revaluation is currently underway in parts of the commodities sector. Tungsten has outperformed rare earths, silver, and gold in recent months, with prices nearly doubling since the beginning of 2026. This critical commodity is being discovered not only by a growing number of investors, but also by the media. Most recently, Handelsblatt and Fox Business have reported on it. Lewis Black is always part of the conversation. The CEO of Almonty Industries is currently a man in demand – by governments, companies, investors, and the media. On the one hand, Almonty is the only serious Western producer of this strategically important material used in defense, electronics, aerospace, and many other industries. On the other hand, Black presents market developments in a highly convincing manner. According to him, prices are unlikely to decline significantly.
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Commented by Nico Popp on February 25th, 2026 | 07:05 CET
The 'Apple moment' of strategic metals! How Almonty Industries is securing Western sovereignty and emulating Glencore and Rio Tinto
The mining industry is going through a phase that could be described as the 'Apple moment' of strategic metals. Similar to how Apple ushered in a new technological era two decades ago by combining proprietary hardware and closed software architecture, Almonty Industries now occupies a key position for NATO's industrial and military sovereignty. While the public focus has long been on digitalization, critical raw materials are now moving to the center of the geopolitical power architecture. In this context, tungsten has become as indispensable to the modern defense and semiconductor industries as the operating system is to smartphones.
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Commented by Nico Popp on February 24th, 2026 | 06:55 CET
Silver North Resources: The high-grade bet in the slipstream of giants Hecla Mining and Silvercorp Metals
The silver market is currently undergoing a fundamental transformation that goes far beyond the precious metal's traditional role as a substitute currency. This turning point is characterized by the divergence between robust industrial demand and a geological shortage of high-grade resources. New discoveries in world-class districts are thus becoming rare and sought-after events for investors. These market dynamics are accompanied by technological developments: modern architecture for artificial intelligence, such as Nvidia's Rubin and Blackwell chipsets, have a power consumption of over 1,000 watts and generate enormous demand for silver-based thermal materials. As this silver is permanently withdrawn from the market and the transition in the photovoltaic industry to new N-type cells further fuels consumption, the industry is experiencing its sixth consecutive year of significant supply shortages. After a period of exaggeration with peaks of over USD 120 per ounce, the market has currently consolidated at USD 70 to USD 80. Based on this level, profitable producers and promising exploration bets in North America are becoming interesting again for investors.
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Commented by Stefan Feulner on February 23rd, 2026 | 07:45 CET
Almonty Industries – Main beneficiary of the tungsten shock
The price of tungsten has quadrupled within a year. China dominates over 80% of production, is cutting subsidies, tightening export rules, and struggling with declining ore grades. At the same time, demand from the defense, semiconductor, and data center sectors continues to drive the market. The West is looking for alternatives, and one of the largest mines outside China is about to ramp up production. Could this give rise to a strategic raw materials player that could serve up to 40% of non-Chinese demand?
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Commented by Nico Popp on February 23rd, 2026 | 07:05 CET
Reserves at their limit: Why Newmont and Barrick Mining depend on developers such as Lahontan Gold
The price of gold is hitting new highs, driven by global debt of over USD 340 trillion and the devaluation of fiat currencies. Analysts at JPMorgan forecast an average gold price of USD 5,055 per ounce by the end of 2026. In this market environment, gold mine operators are seeing revenue and EBITDA growth. Nevertheless, producers face a massive problem: they are extracting the precious metal faster than they can discover new deposits. The procurement of new resources in reliable jurisdictions has become a matter of operational survival for players in industry. We present a promising stock that aims to make great strides in 2026.
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Commented by Fabian Lorenz on February 23rd, 2026 | 07:00 CET
WATCH OUT for Nel ASA! INSIDER PURCHASES at thyssenkrupp nucera! Secure a 10% DIVIDEND now with RE Royalties shares!
Investors can currently still secure a dividend yield of 10% with RE Royalties shares. The share price has finally taken off and still appears inexpensive. It offers an opportunity to profit from the AI energy boom in the US at a low cost. Hydrogen companies are still far from paying dividends. Most recently, thyssenkrupp nucera also slipped into the red. However, analysts see potential for the share price to rise and recommend buying. Insiders are also buying the stock. In contrast, Nel appears to have lost all share price momentum. The company has not published any news for what feels like an eternity, and no analyst recommends buying the stock. But next week is likely to be exciting.
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Commented by Nico Popp on February 20th, 2026 | 07:25 CET
Agricultural revolution breaks the billion-dollar barrier: Why MustGrow Biologics, Bayer, and Bioceres Crop Solutions are ending the era of chemicals
The agricultural industry is currently transitioning from toxic chemicals to high-performance biologics. In this market environment, various players are positioning themselves with complementary strategies to capture the gigantic market for sustainable crop protection, which is expected to generate billions of dollars in revenue in the future. The ongoing deterioration of farmland and increasingly restrictive regulations are forcing farmers and corporations alike to rethink their approaches. It is no longer just about purely ecological ideals, but about food for humanity. Established agricultural giants and innovative technology companies are working feverishly to secure yields without further depleting nature. In this race, clear winners are emerging who are laying the foundation for the agriculture of the future and offering investors unprecedented opportunities. MustGrow Biologics is an exciting candidate.
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Commented by Armin Schulz on February 19th, 2026 | 07:20 CET
From raw material to reactor: How Cameco, Stallion Uranium, and Constellation Energy are capitalizing on the AI-driven energy crisis
Artificial intelligence and its thirsty data centers are driving electricity demand to new heights, while geopolitical tensions and years of underinvestment are strangling the supply of uranium. Analysts predict a multiplication of the price of uranium, as mines are currently producing only three-quarters of the material needed. At the same time, US policy is pushing for the construction of dozens of new reactors and classifying nuclear power as critical infrastructure. That is why it is worth taking a look at three companies today: primary producer Cameco, exploration specialist Stallion Uranium, and reactor operator Constellation Energy.
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