Investments
Commented by Armin Schulz on April 29th, 2025 | 07:10 CEST
Gold rush 2.0: Desert Gold could become the next takeover target in West Africa
In uncertain times, gold is again gaining attention as a safe haven. While the price of gold continues to climb to new record highs, exploration companies with substantial resources offer attractive potential – especially in established gold regions such as West Africa. Desert Gold Ventures, a Canadian gold explorer, is well positioned here. With a 440 sq km project in Mali, surrounded by large producing mines, and already confirmed and inferred resources of around 1.1 million ounces, the Company could emerge as a surprise candidate. But what makes Desert Gold special? We take a look at the facts.
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Commented by Fabian Lorenz on April 29th, 2025 | 07:05 CEST
Out of RENK and Co. and into Almonty shares? China's sharpest sword! Another 100% price gain with the tungsten high-flyer?
"Restrictions on the export of rare earths are the sharpest sword China can wield," Harald Elsner of the German Raw Materials Agency told FAZ. Reserves are likely to last only a few weeks for German industry. While RENK, KNDS, and Co. are trembling in the face of export restrictions, Almonty's strategic importance for the Western defense industry and beyond is becoming increasingly clear. Like defense stocks, the tungsten producer's share price has more than doubled in the current year. However, the valuation remains low, and analysts see more than 100% upside potential. There are good reasons why the tungsten stock rocket could ignite the next stage as early as tomorrow.
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Commented by Mario Hose on April 28th, 2025 | 11:30 CEST
Almonty Industries - Value drivers: NASDAQ listing and takeover candidate
In a world where geopolitical tensions are rising, and critical raw materials are being used as strategic weapons, investors are faced with an important question: Who will deliver what is needed to secure progress? One answer to this question will be Almonty Industries – an emerging tungsten producer seen not only as a bulwark against Chinese dominance but also as a hot candidate for a NASDAQ listing. For savvy investors, this is a rare opportunity to profit early from a geopolitically driven commodity hype. Speaking to the Frankfurter Allgemeine Zeitung (FAZ) newspaper on April 25, 2025, p. 24, CEO Lewis Black stated: "I realize that I will have to tell many interested parties that I cannot supply them immediately." Will this announcement calm market participants in panic mode? That remains to be seen. What will a global corporation do when it urgently needs tungsten to complete its products? Investors can now position themselves – with good reason. More on this in the report.
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Commented by Armin Schulz on April 24th, 2025 | 07:00 CEST
Almonty Industries - Trade restrictions are not always a bad thing; they can also represent a real opportunity
Trade restrictions, particularly China's recent export restrictions on critical metals and rare earths, have put pressure on the global economy. According to a report by Reuters, China has warned South Korean companies against supplying products containing Chinese rare earth minerals to US defense companies. However, these developments open up opportunities for Western companies like Almonty Industries to strengthen their security of supply and position themselves as reliable partners in critical supply chains. Investors looking for long-term, stable investment options, in particular, should take a closer look at the potential of Almonty Industries.
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Commented by André Will-Laudien on April 23rd, 2025 | 07:10 CEST
No Trump frustration with 123fahrschule and Mutares, but caution is advised with defense stocks such as RENK, Hensoldt, and Steyr!
The daily news is driving stock market activity. After a rollercoaster ride caused by Trump, popular tech stocks such as the Magnificent 7 are now down a good 20%. In the case of Nvidia, the stock is now USD 50 below its peak. For many, this is an opportunity to finally take a breather and think about the rest of the stock market year. Small caps such as the successful 123fahrschule continue to work on their growth programs, and Mutares is making good progress with its investments. The hot defense stocks RENK and Hensoldt appear somewhat overpriced. Those who want to generate returns now must be very selective and invest in specialties. After gains of just under 10% per annum, global ETF savers will likely take a break from returns in 2025. In the meantime, flexible investors will come out on top. Here are a few ideas.
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Commented by Nico Popp on April 23rd, 2025 | 07:00 CEST
The end of the dollar? Deutsche Bank, Newmont, and Desert Gold
The independence of the central bank is a valuable asset that is highly valued by investors. Once again, US President Donald Trump has shaken the independence of the Fed and raised the possibility of dismissing US Federal Reserve Chairman Jerome Powell. The reason: While the ECB cut interest rates on Maundy Thursday, Powell wants to wait and see how the tariffs affect the dollar zone before he adjusts interest rates. Powell's dismissal could have fatal consequences for the capital markets.
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Commented by Stefan Feulner on April 22nd, 2025 | 07:50 CEST
Almonty Industries – Escalation level raised
The trade war between the US and China reached a new level last week. On "Liberation Day", US President Trump raised punitive tariffs to an incredible 125%, prompting China to respond with export controls on rare earth metals that are essential for the manufacture of electric motors, batteries, and magnets, as well as for the defense industry. Similar restrictions on gallium, germanium, and tungsten have also been in place since the end of last year. At least in the case of tungsten, which is needed for use in armor-piercing ammunition, for example, there are signs of easing tensions with the start of production at the Sangdong mine in South Korea. The operating company's share price, Almonty Industries, has partially met expectations in recent months, but analysts believe it still holds significant upside potential.
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Commented by Nico Popp on April 22nd, 2025 | 07:40 CEST
How hedge funds are now betting on gold: Amazon, Barrick Gold, and Golden Cariboo Resources
"Asset managers and hedge funds are seeking refuge in gold," read the headline in Handelsblatt in the week before Easter. But what is driving the rush for the precious metal? In addition to the considerable uncertainty surrounding the trade tariff dispute, investment professionals are also turning to safe havens due to growing geopolitical risks. But what options do investors have beyond coins and bars? We look at how investors can indirectly bet on the precious metal through stocks.
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Commented by Fabian Lorenz on April 22nd, 2025 | 07:00 CEST
Gold price soon to reach USD 4,000! Profit with gold gem Tocvan Ventures! Share about to be taken over?
Will the tariff hammer be followed by a currency war? Speculation about the devaluation of the US dollar is already rife on the capital markets. One sign of this is that central banks are continuing to buy gold on a massive scale. After the price per troy ounce easily surpassed USD 3,300 last week, analysts are now targeting the USD 4,000 mark. The current environment makes it clear that gold belongs in every diversified portfolio. Tocvan Ventures is an exciting opportunity to jump on the gold bandwagon. The project in Mexico is at an advanced stage and is set to be developed into a world-class operation. After more than four years of exploration work, the project is expected to be given the green light in 2025. The share price has finally taken off, still has a lot of upside potential, should receive mining approval this year and offers takeover speculation.
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Commented by Stefan Feulner on April 18th, 2025 | 09:30 CEST
39th MKK - Munich Capital Market Conference: Reaching new heights with thyssenkrupp, Deutsche Lufthansa, Freenet & Co.
The general conditions were anything but favorable. In addition to the weak performance of the German economy due to cyclical and structural pressures and an unclear political strategy, US President Donald Trump shocked the markets with his tariff hammer. Nevertheless, interest in the 39th edition of the MKK – Munich Capital Market Conference, organized by GBC AG, was greater than ever. Above all, the Augsburg-based company made its mark with the size of the event. Of the 40 companies presenting, nine were MDAX and SDAX members, significantly enhancing the format's prestige.
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