Investments
Commented by Armin Schulz on March 2nd, 2026 | 07:35 CET
Costs are key: How Barrick Mining, Kobo Resources, and B2Gold are delivering record margins
The gold price's record-breaking run shows no signs of stopping. While the precious metals markets are being fueled by geopolitical tensions and expectations of interest rate cuts, a decisive change is taking shape beneath the surface. The era of easy profits in established mining regions is coming to an end. Rising production costs and shrinking grades are putting pressure on the margins of many producers. The real winners are those with projects in Africa. A closer look at the operational base of Barrick Mining, Kobo Resources, and B2Gold reveals why these companies in particular have the potential to turn the current gold rush into cash.
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Commented by Nico Popp on March 2nd, 2026 | 07:30 CET
Great opportunities in Central Africa: DRC Gold, AngloGold Ashanti, and Gold Fields in Focus
We are witnessing a historic rally in the price of gold, which is fundamentally changing both the balance sheets of established corporations and the strategies of emerging explorers. As recent analyses by PwC and McKinsey show, the precious metal has evolved from a pure hedge against inflation to a strategic guarantee of security. Forecasts by leading investment banks Goldman Sachs and JPMorgan suggest that, in the wake of ongoing central bank purchases and currency devaluations, a rapid rise to as much as USD 6,300 per ounce by the end of the year is possible. Experts at State Street Global Advisors also point to the escalating global debt crisis as the primary driver of precious metal prices. In this phase, DRC Gold's realignment marks a decisive turning point in the development of African gold reserves. The company has acquired the option to acquire majority interests in the high-grade Giro and Nizi projects in the Democratic Republic of Congo through a binding agreement. This positions the explorer in the renowned Kilo-Moto greenstone belt in the immediate vicinity of the world-class Kibali mine, which is operated as a joint venture by AngloGold Ashanti, Barrick Mining, and the state-owned company SOKIMO, and allows it to leverage the pull of the industry giants for its own growth.
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Commented by Fabian Lorenz on March 2nd, 2026 | 07:20 CET
Will the Iran conflict fuel gold prices? Iamgold and Lahontan Gold stand to benefit! Novo Nordisk shares poised for a rebound?
Will tensions in Iran push gold to new highs? At the very least, the crisis currency is likely to see renewed demand, and with it, gold stocks. Iamgold demonstrates that industry does not necessarily rely on rising gold prices to generate strong profits. Expectations for the gold producer's quarterly figures were high. Can the 50% rally continue? Lahontan Gold is currently in a pivotal phase. Its historical resource of just under 2 million ounces is expected to increase following updated estimates. In addition, the construction of the first mine in the heart of the US gold region appears increasingly likely. This may be one of the last opportunities to accumulate the stock at an attractive price. By contrast, Novo Nordisk has lost considerable investor confidence. The shares appear inexpensive, but is another guidance cut looming? Some analysts believe the stock may have already found a bottom.
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Commented by Fabian Lorenz on February 27th, 2026 | 07:40 CET
+50% Uranium Surge? Standard Uranium Could Have Even More Upside!
The impact of AI is currently causing sharp price swings. Who stands to gain, and who is under threat? While software companies are being punished, the share prices of energy companies are skyrocketing. Among the big winners in the US are energy suppliers that rely on nuclear power. These include, for example, Constellation Energy, Vistra, and Talen Energy. But these companies also need to be supplied with uranium. It is therefore not surprising that Bank of America is bullish on the price of uranium. It expects an increase of over 50% to USD 135 per pound in the current year alone. With Standard Uranium, investors could benefit from this megatrend.
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Commented by Armin Schulz on February 27th, 2026 | 07:30 CET
Entering the commodity supercycle with Rio Tinto, Power Metallic Mines, and Glencore: Three stocks for the portfolio
The world's hunger for commodities has changed fundamentally. What was long considered purely a narrative of energy transition is turning out to be a technological tsunami that is devouring metals on an unprecedented scale. As markets move away from their old dependence on individual commodities, a new ecosystem is emerging in which companies with diversified production portfolios are becoming the decisive players. There are growing signs that 2026 will be the year of differentiation – favoring those companies that are positioned along the entire value chain. We take a closer look at industry giants such as Rio Tinto, the promising explorer Power Metallic Mines, and the commodity trader Glencore in this new environment.
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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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