Investments
Commented by Armin Schulz on July 14th, 2025 | 07:00 CEST
Capitalizing on the central bank gold rush: Barrick Mining's production, Dryden Gold's exploration, and Deutsche Bank's interest rate concerns
Gold is once again shining as a strategic anchor in turbulent times. Global central banks, especially those in emerging markets, are massively expanding their reserves, driven by geopolitical risks, currency diversification, and inflation concerns. At the same time, central banks like the ECB are lowering interest rates, which on the one hand offers banks cheaper refinancing, but on the other hand squeezes margins and increases credit risks. This dynamic mix of a gold rush, monetary policy shift, and inflationary pressure is forcing financial players to rethink their strategies. In this context, we take a look at two gold companies, Barrick Mining and Dryden Gold, and analyze the current outlook for Deutsche Bank.
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Commented by André Will-Laudien on July 9th, 2025 | 07:25 CEST
1,000 tanks for NATO - another 150% with armaments and gold? Rheinmetall, Dryden Gold, Hensoldt, and RENK in focus
The news hit like a bombshell. NATO plans to deploy up to 1,000 modern main battle tanks along its eastern flank. Amid growing tensions with Russia and against the backdrop of the ongoing war in Ukraine, the defense alliance is sending a clear signal of deterrence. The plan is part of a comprehensive rearmament program to strengthen what is called "Forward Defense." Germany, Poland, and other Eastern European member states, in particular, are set to serve as logistical and operational hubs. It is not just about tanks; ammunition, spare parts, and maintenance infrastructure are also to be built up on a large scale. In addition, the defense sector will see investments of over EUR 1 trillion over the next decade. Reason enough for the next price explosion at Rheinmetall and Co. Security is also likely to be the reason for the impressive gold rally since the beginning of the year. Where will it end?
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Commented by Fabian Lorenz on July 9th, 2025 | 07:10 CEST
Almonty Industries: The NASDAQ countdown is on! Everyone wants a piece of the Tungsten Gem!
The countdown to Almonty's IPO on the NASDAQ is underway. The reverse split took place on Friday, and further details were released yesterday. A capital increase of around 10% is being supported by renowned banks. The fresh capital is intended to be used to extend the value chain. This move should enable Almonty to consolidate its position as the most important tungsten supplier in the West. The share price is responding with a spectacular rise. In addition, Europe appears to be slowly awakening to the issue of critical raw materials. Almonty stands to benefit from this as well. The outlook for this tungsten gem remains bright. The share price performance is more than just FOMO; it is based on geopolitical and operational fundamentals.
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Commented by Nico Popp on July 8th, 2025 | 10:40 CEST
Breaking news: NATO order for Volatus Aerospace – Background and analysis
Volatus Aerospace, a drone specialist for reconnaissance and cargo transport, announced an order from a NATO country overnight. The Company delivered a drone system for short-range reconnaissance, valued at USD 1.85 million. Equipped with thermal imaging cameras and other visual sensors, the unmanned aerial vehicles can be deployed in all weather conditions and at any time of day or night. "This delivery underscores our ability to provide innovative and mission-ready technologies to support the defense operations of our allies," said Glen Lynch, Chief Executive Officer of Volatus Aerospace. "As global conflicts evolve, the need for agile, battle-tested ISR capabilities is growing." The contract is particularly significant for Volatus Aerospace because it highlights the Company's ability to meet the growing demands of the expanding defense market for drones and unmanned aerial systems with its solutions.
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Commented by Nico Popp on July 8th, 2025 | 07:15 CEST
Construction revolution! Saint-Gobain, Heidelberg Materials, Argo Graphene Solutions
Billions are being poured into infrastructure. Real estate portfolios in many economies are also in dire need of renovation, and what are many builders and project developers doing? Business as usual! However, those who are alert and recognize what is currently happening in the building materials industry can make better decisions, whether as builders or investors. The reason: innovative building materials improve construction and ensure returns. We explain how this works in this article. Also featured: two well-known companies and an insider tip.
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Commented by Stefan Feulner on July 7th, 2025 | 07:05 CEST
Almonty Industries – Next signs point to an upgrade
Almonty Industries plays a key role in securing the future supply of raw materials for the West. At a time when approximately 90% of the world's tungsten supply originates from China and geopolitical tensions are escalating, the Company is becoming the focus of Western security interests due to its strategically important Sangdong mine in South Korea. Tungsten is indispensable for defense, aviation, electronics, and mechanical engineering, but until now has been virtually unavailable from conflict-free sources. Almonty is not only developing one of the largest deposits outside China, but could also become the most important tungsten producer in the Western world. This represents a unique opportunity from both an economic and geopolitical perspective.
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Commented by André Will-Laudien on July 4th, 2025 | 07:30 CEST
Almonty fires up the turbo: Reaching new heights with tungsten and foresight
Almonty Industries (TSX: AII; WKN: A1JSSD; ISIN: CA0203981034; EUR 2.75) is set to become a key player in strategic raw material security in 2025, and with good reason. Despite a fourfold increase in its share price and a market value of over CAD 1.2 billion, the story is far from over. Of particular concern are the intensifying international tensions between the power blocs of the US, Europe, and China, which show no signs of easing. At recent summit meetings, it became clear that neither side is willing to make concessions, even on minor issues. Tariffs, inflation, high debt, and a dire supply situation on the commodity markets are further exacerbating the political rifts between East and West. At the center of this storm are commodity producers and industrial buyers who depend on stable supply chains. Here is an update on our top pick: Almonty Industries.
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Commented by Nico Popp on July 3rd, 2025 | 07:00 CEST
Unparalleled expertise in tungsten: Why Almonty Industries is in pole position
For around ten years, Almonty Industries has been synonymous with tungsten sourced from geopolitically stable regions. In just a few weeks, the massive Sangdong mine in South Korea will go into production, making the world significantly less dependent on tungsten from China. The market is rewarding this – Almonty's share price is now approximately 300% higher than it was six months ago. But outstanding mining projects, good timing, and even a bit of luck are not enough to explain Almonty's unique market position: the Company has a wealth of experience and know-how that is unmatched - and in the case of tungsten, which is considered challenging to mine and process, this will continue to make the difference for many years to come.
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Commented by Nico Popp on July 2nd, 2025 | 07:05 CEST
Is there a credit crunch coming? Alarm signals in the SME sector: Deutsche Bank, Commerzbank, Globex Mining
German SMEs are under pressure, struggling with the weight of the economic crisis, regulations and requirements, as well as increasingly poor financing conditions. According to Creditreform, German SMEs currently have little confidence in Germany as a business location. This mistrust is supported by a growing number of payment defaults. 11.2% of companies surveyed by Creditreform recently reported bad debt losses exceeding 1% of their turnover. Resourceful investors are already taking precautions.
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Commented by Mario Hose on July 1st, 2025 | 09:25 CEST
Why Almonty Industries could become the BioNTech of critical metals
Between 2019 and 2021, investors in BioNTech witnessed a prime example of how a strategically relevant product – in this case, the COVID-19 vaccine – became a real stock market rocket thanks to government pressure, political support, and high public expectations. During this period, the share price rose from less than EUR 12.00 to over EUR 397.00. Those who invested early and were patient were able to achieve returns of over 3,200%. The decisive driver was not only technological innovation but also the government's determination to have the population vaccinated multiple times, which secured massive revenues for BioNTech. Today, a strikingly similar scenario is emerging with Almonty Industries (WKN: A1JSSD | ISIN: CA0203981034 | Ticker symbol: ALI) – only this time it is not about vaccines, but about the strategic raw material tungsten, which is indispensable for defense, aerospace, electronics, and mechanical engineering.
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