Investments
Commented by Nico Popp on August 3rd, 2026 | 07:50 CEST
Gold Sector Remains Optimistic: How Kinross Gold and Orla Mining Are Securing the Future—and Lahontan Gold's Hidden Ace
"Gold. Power. Greed." That was the title of a recent documentary aired by German broadcaster ZDF, exploring the enduring appeal of the precious metal. Investors seeking returns from precious metals often turn their attention first to giants such as Barrick Mining and other major producers. Yet while new discoveries may have only a limited impact on the share prices of established mining companies, positive exploration results can drive a very different level of momentum among smaller players. Agile exploration companies that can supply the processing plants of major producers—thanks to fresh capital, prime locations, and manageable costs—promise dynamic upside potential, as recently highlighted in the ZDF documentary. We introduce three exciting companies and highlight where investors can expect strong momentum.
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Commented by Fabian Lorenz on July 31st, 2026 | 07:20 CEST
China Is Buying Gold—Even More Than Expected? Barrick Mining, Newmont, and Lahontan Gold Stand to Benefit
While the price of gold holds steady above the USD 4,000 mark, China is buying heavily. According to the Chinese central bank, China purchased 15 metric tons of gold in June alone. This is the highest volume since October 2023. Furthermore, the market has long suspected that China's actual gold purchases are significantly higher than the officially reported amounts. This could mean gold is on the verge of a new rally. For investors looking to profit from a long-term rise in the price of gold, Barrick Mining and Newmont are considered core investments in the gold sector. They offer relatively direct exposure to the price of gold. Rising selling prices can have a disproportionately large impact on cash flow and profits when production costs remain stable. At the same time, operational risks, cost increases, and political uncertainties persist in individual mining countries. Exploration companies are a good option for adding to a portfolio to gain additional exposure to the price of gold.
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Commented by Armin Schulz on July 30th, 2026 | 09:50 CEST
Do Not Miss Gold's Next Rally: Why Newmont, Desert Gold and Agnico Eagle Deserve a Closer Look
Investors are watching the yellow precious metal closely; its price has recently come under pressure but has stabilized above USD 4,000. The fundamental conditions for further price increases remain intact. Central banks continue to prefer buying gold over the US dollar; geopolitical turmoil is driving demand for safe-haven assets; and the prospect of falling key interest rates is traditionally good for gold prices. At the same time, robust physical demand coupled with stagnant production is leading to a supply shortage. This environment is fostering positive sentiment, particularly among producers. A look at the current situation at Newmont, Desert Gold, and Agnico Eagle reveals which companies could benefit most from this tailwind.
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Commented by Nico Popp on July 29th, 2026 | 07:05 CEST
Big Money in Sustainability – SAP and Siemens Energy Are Raking It In – RE Royalties Delivers a 10% Dividend
The transition to clean electricity is not failing for lack of will, but because of the enormous practical hurdles. While the rise of artificial intelligence is fueling demand for green energy, existing power grids worldwide are reaching their limits. At the same time, smaller project developers in this niche are grappling with financing and regulatory issues, while industrial conglomerates are required to disclose their carbon footprints with ever-greater transparency. Investors looking to capitalize on this complex situation must understand the various players and the challenges they face. We provide an overview and introduce a little-known hidden gem.
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Commented by Armin Schulz on July 28th, 2026 | 09:55 CEST
Forget the Risk: Secure Solid Cash Flows with Allianz, RE Royalties, and Deutsche Telekom
The search for attractive returns is becoming increasingly challenging for investors. While interest rate decisions and economic data are causing turmoil in the markets, one timeless principle remains: companies with reliable dividend income can provide greater stability for investors. Three sectors stand out in the current environment. Insurance companies continue to benefit from the interest rate environment, renewable energy projects are delivering stable, government-backed returns, and telecommunications companies are converting their infrastructure investments into robust, recurring cash flows. Today, we take a closer look at Allianz, Canadian royalty specialist RE Royalties, and Deutsche Telekom. Despite operating in very different industries, all three companies share a strong commitment to creating long-term value for shareholders.
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Commented by Armin Schulz on July 27th, 2026 | 07:30 CEST
Gold Holds Above USD 4,000: Barrick Mining, Kobo Resources and Kinross Gold Offer Upside Potential
Gold has held above the key USD 4,000 per ounce level following its recent pullback. The correction shook the market, but the precious metal has rebounded faster than even the most optimistic analysts had expected. While experts continue to debate the future course of the market, central banks are steadily adding to their gold reserves—a clear vote of confidence in the precious metal. For investors willing to look beyond the obvious, attractive opportunities are now emerging. Three companies deserve special attention in this environment: the established industry leader Barrick Mining, the promising explorer Kobo Resources, and the gold producer Kinross Gold.
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Commented by Matthias Schomber on July 26th, 2026 | 07:00 CEST
Volkswagen Under Pressure! Is Porsche AG Ready to Accelerate? RE Royalties Near a Technical Breakout?
The world remains mired in a web of conflicts and wars, leaving financial markets repeatedly holding their breath. Geopolitically, we appear to be heading towards a scenario that would have seemed unthinkable only a short time ago. Will the conflict with Iran escalate further? Are we facing devastating large-scale US air strikes in the Middle East, following the deployment of B-1 bombers to the region? Could the situation even escalate to the use of a tactical nuclear weapon, or is this historic sabre-rattling ultimately a calculated bluff by global powers—designed to trigger panic before the next major "TACO trade" unfolds? While investors grapple with uncertainty, Europe's traditional industries are coming under increasing pressure. The automotive sector and its suppliers are particularly vulnerable. Even iconic German industrial giants such as Volkswagen are showing signs of strain, prompting an increasingly uncomfortable question: Will Volkswagen still exist in five years? In this historic context, the wheat is truly being separated from the chaff. While traditional industries and corporations are fighting for their very survival, smaller niche players are seeing significant opportunities emerge. We take a closer look at where investors may still be able to generate attractive returns.
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Commented by Jens Castner on July 24th, 2026 | 08:50 CEST
IMPRESSIVE NUMBERS AT EQUINOR, NERVOUSNESS AT MUNICH RE, A SENSE OF OPTIMISM AT ZEFIRO METHANE
Hardly any other greenhouse gas warms the atmosphere as quickly as methane. That is why a new, still-emerging market for climate credits is developing around the elimination of methane leaks. Investors can profit even in this early phase. Shares of three companies in particular are well-suited for this. Canadian remediation specialist Zefiro Methane provides the service, the long-established German conglomerate Munich Re insures the associated risks, and the Norwegian oil and gas producer Equinor represents the buyer side. While Equinor is benefiting from high oil and gas prices and reporting stellar quarterly results, nervousness is spreading at Munich Re because the executive board intends to review the annual forecast once again. At Zefiro Methane, on the other hand, there is a genuine sense of optimism, driven by a fully loaded order book.
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Commented by Nico Popp on July 24th, 2026 | 08:30 CEST
Promising Explorer Kobo Resources Heading for a Busy Fall? Endeavour Mining and Perseus Mining Under Pressure
West Africa stands out for its vibrant mining scene. A lot is happening in the region right now. While the major mining giants are investing billions in their existing operations to extend mine lifetimes, an increasing number of smaller players are also coming into focus with high-grade discoveries. In Côte d'Ivoire in particular, there is already existing processing infrastructure that needs to be utilized to full capacity. This is driving activity along the Birimian greenstone belt. The race for promising gold properties near existing milling capacity has begun. In this way, corporations are avoiding extensive new investments and permitting processes while breathing new life into existing facilities. We explain the trend and highlight a potential beneficiary.
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Commented by Fabian Lorenz on July 24th, 2026 | 07:00 CEST
Experts Recommend Buying Gold and Silver! Barrick Mining, Newmont, First Majestic Silver, and Desert Gold in Focus
Is it time to buy gold and silver stocks again? Precious metals expert Markus Bußler, among others, believes so. According to him, the risk-reward ratio is attractive once more. Previously, JPMorgan had expressed a bullish outlook, setting a price target of USD 6,000 per troy ounce of gold. Although silver is still working its way toward a technical bottom, Bußler views the core investment First Majestic positively. He had previously been rather skeptical about Barrick. However, there may be positive news in August. Analysts at GBC Research believe Desert Gold's stock is poised for a summer rally. The company is launching gold production in a small section of its massive SMSZ project. The cash flows achievable there already exceed the company's market capitalization.
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