Metals
Commented by Armin Schulz on November 21st, 2025 | 07:25 CET
BYD's battery revolution, Pasinex's hidden treasures, Rio Tinto's green metals: How to crack the profit code of the energy transition
Driven by the global energy transformation, historic opportunities are emerging. At the forefront are pioneers who are redefining not only technologies but entire markets. They control the critical levers for the future, from revolutionary energy storage and the development of high-grade raw material sources to the sustainable mass production of key metals. These companies are the silent architects of change and offer what is arguably the most compelling growth potential in the coming years. Three players, led by technology leader BYD, followed by raw materials specialist Pasinex Resources and mining giant Rio Tinto, show how investors can participate.
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Commented by Nico Popp on November 21st, 2025 | 07:15 CET
Canada steps on the gas with battery metals: Graphano Energy, Nouveau Monde Graphite, Umicore
Canada is currently positioning itself as an important hub for critical raw materials in the age of e-mobility. At a meeting of G7 energy ministers two weeks ago, the country's energy minister, Jonathan Wilkinson, announced a CAD 6.4 billion program to accelerate projects to advance the development of domestic lithium, nickel, cobalt, graphite, and rare earth reserves. International corporations such as Rio Tinto and Umicore are already involved in Canada. Among other things, there is a particular focus on graphite. Partly due to Chinese dominance, BloombergNEF expects demand to quadruple by 2030 – so there is an urgent need to act. We show which companies could benefit.
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Commented by Armin Schulz on November 20th, 2025 | 07:10 CET
The secret winners of the crisis and your portfolio booster: Rheinmetall, Antimony Resources, and TKMS
Geopolitical tensions are driving an unprecedented boom in an industry long dismissed as outdated. As nations massively increase their defense budgets to prepare for a new era of global confrontation, the beneficiaries extend far beyond the traditional defense giants. A once-overlooked raw materials niche and cutting-edge maritime technologies are suddenly in the spotlight - opening the door to extraordinary opportunities for investors. This shift is clearly reflected in the recent developments at Rheinmetall, Antimony Resources, and TKMS.
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Commented by André Will-Laudien on November 19th, 2025 | 07:40 CET
Gold above USD 4,000, Bitcoin and NASDAQ reeling! Formation Metals on the rise, panic at Metaplanet and DroneShield
A few weeks ago, the US government declared a state of emergency over critical metals. This triggered a massive run on all stocks related to strategic metals such as rare earths, uranium, and lithium. The announcement also proved decisive for the gold and silver markets, which have been setting new all-time highs since October before recently entering a consolidation phase. At the start of the week, buying interest in gold and silver returned, while former tech high-flyers like Metaplanet and DroneShield suffered heavy losses. For investors, the current panic across parts of the tech sector could present an opportunity. Commodity markets have been dormant for years and are now being flooded with unprecedented amounts of capital. Where should investors position themselves now?
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Commented by Nico Popp on November 19th, 2025 | 06:00 CET
New developments in drones – Is a growth spurt on the horizon? NEO Battery Materials, LG Chem, Albemarle
The war in Ukraine has triggered a boom in micro drones – and with it, a surge in demand for specialized battery technology. Ukrainian forces are increasingly relying on swarms of low-cost mini drones to counter larger unmanned combat aerial vehicles (UCAVs), such as Iranian Shahed drones. Several trends are emerging here for investors: demand for high-performance small drone batteries is soaring, while stable supply chains free of geopolitical risks are becoming more critical than ever. This is precisely where the up-and-coming company NEO Battery Materials comes into play.
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Commented by Fabian Lorenz on November 18th, 2025 | 07:20 CET
ALL-TIME HIGH for Siemens Energy! After strong results, should investors be buying RENK and Graphano Energy shares?
These companies have impressed with strong figures: Graphano Energy could play a key role in helping the West achieve greater independence in the battery value chain. The Company is currently developing a graphite deposit in a highly attractive region of Canada, and the drill results to date are very encouraging. In addition, the Company benefits from the fact that North America has recognized the urgency of securing critical minerals and is actively supporting the industry. Record figures have recently sent Siemens Energy shares to an all-time high. Analysts are enthusiastic, with just one exception. RENK continues to stand out positively from Rheinmetall and Hensoldt. What do analysts make of the latest figures? Is this a buying opportunity during the correction?
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Commented by Carsten Mainitz on November 18th, 2025 | 06:00 CET
Playing megatrends with the right stocks – NEO Battery Materials, XPeng, BYD
"The trend is your friend" – this is a well-known stock market adage that advises investors to take advantage of a stock's upward trend and let profits run. For investors, it is often worthwhile to focus on so-called megatrends - sectors expected to achieve dynamic growth over the coming years or decades, thanks to sustained high demand, for example, in terms of technology or socio-demographics. Artificial intelligence and robotics, as well as everything related to the defense industry, are currently very popular. Equally exciting are the areas of electromobility and battery technology. China dominates the market, and this strong position is unlikely to change in the foreseeable future. However, innovations from players outside China, such as those from NEO Battery Materials, are particularly exciting. The Canadian company is implementing innovative approaches and processes that could contribute to meaningful advancements in the global battery market.
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Commented by Nico Popp on November 17th, 2025 | 07:05 CET
Takeover fever among juniors: Formation Metals, Barrick Mining, and Gold Fields
The price of gold has reached new record highs this year, climbing above USD 4,000 per ounce. This rally is increasingly attracting new groups of investors - not only institutional players but also private investors who until recently focused mainly on tech stocks. In this environment, junior mining companies with promising projects are moving sharply into the spotlight. These juniors, smaller exploration companies without their own production, are widely regarded as the key discoverers of new deposits. In fact, according to asset manager VanEck, between 60 and 70% of all significant gold discoveries originate from junior explorers. Sufficiently capitalized juniors with promising deposits are therefore in strong demand. They offer established producers an efficient way to replenish reserves without carrying out years of costly exploration themselves. One example of such a company is Formation Metals.
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Commented by André Will-Laudien on November 17th, 2025 | 06:55 CET
The new cold war over strategic metals! The buying frenzy continues at Almonty, Rheinmetall, TKMS, and RENK
Investors today need a long-term perspective if they want to step outside the trading herd. For the past five years, machines have largely been calling the shots. They detect patterns across investor behavior and can anticipate mass movements even while you are still busy entering your order. This is because data aggregation takes place in nanoseconds. If, for example, a few more sell orders than usual enter the market, the machine immediately sends the Xetra price down, and vice versa. Those who invest over months and years do not need to worry about these practices, but anyone focused on short-term movements requires solid technical equipment and nerves of steel. Our peer group stocks Almonty Industries, Rheinmetall, TKMS, and RENK are currently seeing plenty of action. We provide a few extras so you can make the right move!
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Commented by Armin Schulz on November 14th, 2025 | 07:00 CET
BYD, Power Metallic Mines, and Nordex: How to benefit from industry leaders in the energy transition
A new industrial era is dawning. Driven by the global energy transition, there is an unprecedented demand for clean technology, powerful batteries, and the metals that power them. But this multi-billion-dollar arms race reveals a critical vulnerability: the scarcity of strategic raw materials and fragile supply chains. The key to success no longer lies solely in innovation, but in mastering the entire value chain, from the mine to the finished plant. We take a closer look at three companies at the forefront of the energy transition: BYD, Power Metallic Mines, and Nordex.
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