Military
Commented by Carsten Mainitz on October 26th, 2026 | 05:29 CET
Share prices are falling, business is growing: What opportunities do Almonty, Rheinmetall and Renk shares offer investors?
The euphoria has apparently faded. Following sharp share price declines, Almonty, Rheinmetall and Renk are increasingly back in focus. With demand trends intact, are these new entry opportunities? After all, without raw materials there is no ammunition; without drive systems there are no mobile armed forces. Almonty has commenced commercial operations at the Sangdong tungsten mine, marking a historic milestone. Rheinmetall and Renk are under scrutiny for how quickly and profitably they can fulfil orders. Wait or buy?
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Commented by Jens Castner on October 16th, 2026 | 05:27 CEST
Flying the Flag: France Rearms – Daimler Truck, Airbus and HPQ Silicon Stand to Benefit
French government bonds are under pressure, and fears of a new euro crisis are spreading through the markets. But Paris is not cutting back on defence. The beneficiaries are truck manufacturer Daimler Truck, aircraft manufacturer Airbus and a Canadian small-cap stock that analysts do not yet have on their radar: HPQ Silicon. The company holds a 36.8% stake in Novacium, a battery specialist based in the Greater Lyon area that significantly improves battery performance and therefore recently made headlines with pioneering military orders for radios and drones. A US electric vehicle manufacturer is now also testing the cells. A hidden gem and two established large corporations – investors should keep an eye on these stocks.
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Commented by Carsten Mainitz on October 14th, 2026 | 05:30 CEST
Tungsten, Weapons and Growth: Almonty, Rheinmetall and Deutz Under Review. Is This an Opportunity in a Megatrend?
The stock market is not linear. Greed and fear, excessive optimism or excessive scepticism—all of these drive markets. Only the future will tell what is cheap or expensive today. The stocks mentioned above are at precisely this point. Secure supply chains, access to raw materials and defence readiness are high on the agenda of Western governments. These long-term trends play strongly into the hands of defence companies and raw material producers. Almonty, in particular, as a producer of the critical raw material tungsten, holds a leading position in the sector. Where do the greatest opportunities lie for investors now?
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Commented by Stefan Feulner on July 14th, 2025 | 07:15 CEST
Salzgitter AG, Argo Graphene Solutions, Huntington Ingalls Industries – In the right place at the right time
Driven by geopolitical tensions, billions are flowing into new defense technology. At the same time, a massive infrastructure program is underway – from rail networks to the energy transition. What is being sold politically as security and progress is fueling speculation on the stock market. Defense companies and construction groups are moving into the spotlight of investor interest. Both sectors are benefiting from long-term contracts and government support. Despite the recent boom, many companies still have moderate valuations and offer further upside potential.
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