Investments
Commented by Armin Schulz on June 3rd, 2025 | 07:05 CEST
The Pentagon Connection: How Almonty Industries is leveraging military demand for tungsten to generate record profits
Global supply chains for critical minerals are facing a turning point. As China curbs its exports, Almonty Industries is stepping into the spotlight. Through strategic moves, the tungsten specialist is catapulting itself into a key position for Western industry. This year's latest developments - from billion-dollar contracts to relocation to the US - point to enormous growth potential. For investors, this could become one of the most exciting commodity stories of the year.
Read
Commented by Nico Popp on May 30th, 2025 | 10:15 CEST
Defense boom, tungsten shock, Nasdaq listing: Is Almonty the most exciting stock of 2025?
Many investors dream of getting in on a stock at the right time - just before it takes off. Shares in tungsten producer Almonty Industries have already staged a unique rally this year. The revaluation is, therefore, in full swing. But how much further can the stock go? While analysts at Sphene Capital see further upside potential of 100%, events are unfolding rapidly – at Almonty and around the world. We explain what makes Almonty Industries such an interesting investment story.
Read
Commented by Mario Hose on May 28th, 2025 | 18:10 CEST
War, crisis, scarcity: This inconspicuous metal is causing stock prices to rise!
While Ukrainian President Volodymyr Zelensky meets with German Chancellor Friedrich Merz in Berlin today, market attention is turning to a critical but widely underestimated commodity: tungsten. In an increasingly confrontational global environment, the importance of strategic metals is growing - not only for the defense industry, but also for the energy and tech sectors. And right in the middle of it all is Almonty Industries Inc., an up-and-coming producer with projects in Portugal and South Korea, preparing to make the Western world independent of Chinese tungsten supplies. Read more in the report.
Read
Commented by Armin Schulz on May 28th, 2025 | 07:00 CEST
Volatus Aerospace – A key player in the booming drone market
Global conflicts are currently drawing attention to drone technology, yet its civilian potential is often underestimated. Whether in industry, logistics, or environmental projects, unmanned systems are fundamentally changing work processes. Volatus Aerospace, based in Canada, operates strategically as a dual-use provider, combining commercial and security applications. Following a comprehensive restructuring through 2024, the Company could emerge as a hidden champion in this billion-dollar market - driven by strategic partnerships and regulatory adjustments.
Read
Commented by Nico Popp on May 27th, 2025 | 07:00 CEST
This commodity rule no longer applies: Barrick Gold, BHP Group, Globex Mining
The mining industry is undergoing change: ESG criteria are playing an increasingly important role. Megatrends such as the electrification of mobility and industry are changing global demand for commodities. At the same time, security of supply is becoming more critical due to increasing geopolitical tensions. Today, we take a look at three companies – Barrick Gold, BHP Group and Globex Mining – and explain why investors need to rethink their approach to commodity stocks, as old principles no longer apply in today's market.
Read
Commented by Mario Hose on May 20th, 2025 | 12:30 CEST
Almonty Industries: Why is the share price set to multiply, and is the supply chain breaking down?
In corporate development, there are various triggers for growth spurts and rising profits. At Almonty Industries (TSX: AII), the reason is clear: the Company will begin operating one of the world's largest tungsten mines in South Korea this summer. While other mining projects often still have to contend with lengthy approval processes or environmental regulations, and often offer little realistic prospect of success, Almonty is on the verge of expanding its production to such an extent that it could meet the entire demand of the US in the future. Those looking to invest in tungsten should go for the "original" – Almonty shares. The situation on the tungsten market is now so tense that the price in Shanghai has risen to a 12-year high of over USD 56 per kg. Accordingly, the profitability of Almonty's mines in Portugal and South Korea is likely to increase further. Uncertain times lie ahead for defense companies such as Hensoldt, Renk, Rheinmetall, and their suppliers. When will the supply chain break down? – More on this in the report.
Read
Commented by Fabian Lorenz on May 15th, 2025 | 07:00 CEST
Another 150%+ with Almonty stock? US defense industry and NASDAQ listing drive revaluation of the tungsten gem!
The revaluation of Almonty shares is progressing excellently and gaining new momentum. After rising over 150% within six months, the tungsten gem has consolidated healthily in recent weeks. However, there are good reasons to expect further price increases: China is using tungsten as a weapon in the geopolitical power struggle. The latest major order for Almonty from the US shows how urgently defense companies – but also other key industries – need this critical metal. An upcoming NASDAQ listing is expected to drive the share price and could pave the way for an anchor investor or even lead to a takeover. Analysts consider the fair value of Almonty shares well above the current level.
Read
Commented by André Will-Laudien on May 13th, 2025 | 07:20 CEST
Defense out - Time to buy commodities! Hensoldt, Globex Mining, Barrick, Mutares, and Steyr
That is how quickly market darlings can fall out of favor. Just last week, Rheinmetall & Co. were hitting record highs, but as of Monday, the euphoria came to a sudden halt. Trump agreed with China on lower tariffs, and Volodymyr Zelenskyy will travel to Turkey on Thursday to sit down with Russia's aggressor, Vladimir Putin. At the moment, this is still hard to believe. For the capital markets, however, this means a shift: out of defense and into high-tech and automotive stocks, the biggest winners of recent hours. The whole thing could be seen as a healthy rotation, as the major indices are at record levels, while tech and automotive stocks have corrected significantly in recent weeks. Once again, the cards are being reshuffled. For Globex Mining, the setback is suitable for medium-term follow-up purchases.
Read
Commented by Armin Schulz on May 13th, 2025 | 07:00 CEST
When returns meet security: Why Almonty Industries is suddenly everyone's darling!
In 2025, the world looks at a map full of conflicts: tensions are escalating in Ukraine, the Middle East, and along new geopolitical fault lines in Asia and Africa. Hopes for peace are giving way to a reality of rearmament and militarization. This dynamic is fueling the defense industry. But its boom depends on an inconspicuous metal: tungsten. With its unique heat resistance and density, it is irreplaceable for armor-piercing ammunition, missiles, and high-performance alloys. While China dominates the global market, a Canadian company is stepping into the spotlight: Almonty Industries. With the revival of the legendary Sangdong mine in South Korea and strategic partnerships, Almonty could become a key player for the West.
Read
Commented by André Will-Laudien on May 8th, 2025 | 07:10 CEST
Almonty Industries – The next 100% opportunity with strategic metals
Things continue to go well for Almonty Industries (TSX: AII; WKN: A1JSSD; ISIN: CA0203981034; EUR 1.59). The stock is already one of the best commodity stocks for 2025. The market is gradually realizing that this story could be worth billions. The trade dispute between the US and many nations is proving to be a death blow for Western industries, especially those in China. In response to announced trade tariffs of over 100%, the leadership in Beijing has imposed export restrictions on strategic metals. Tungsten is one of the most critical metals, essential for high-tech and defense applications. Deposits and producers are few and far between, with a good 70% of supply coming from China. Almonty Industries is set to start production in South Korea in 2025, and US producers are already securing valuable tungsten. A jump in valuation is on the cards!
Read