Mining
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 28th, 2025 | 07:10 CEST
BYD doubles profits, European Lithium unlocks Greenland's treasures – can Volkswagen still keep up?
The global automotive industry is in turmoil. While the US is trying to seal off the market with drastic tariffs, Europe is seeking to reduce its dependence on raw materials. Lithium – the "white gold" of e-mobility – is becoming the key to technological sovereignty. That is why 47 projects in 13 member states are being funded. But can European manufacturers break their dependence on China while trade conflicts tear supply chains apart? And who stands to gain when protectionism meets innovation? BYD aims to expand westward. European Lithium seeks to mine the raw material in Austria. Volkswagen is struggling with US tariffs and trying to maintain its market share in China. The Financial Times recently reported that Donald Trump wants to accommodate automakers on tariffs.
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Commented by Nico Popp on April 24th, 2025 | 07:30 CEST
Germany Inc. as the last hope? Volkswagen, Bayer, Globex Mining
Germany's economy is facing its third consecutive year of contraction. The automotive industry is struggling with competition from China, and Bayer is grappling with past acquisitions, looming tariffs, and other challenges. Now, Bayer shareholders are even being asked to inject new capital. Is the German industry working with politicians to find long-term solutions? Not a chance! The days of Germany Inc. seem to be over. We look at how investors can seize opportunities in this complex situation.
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Commented by André Will-Laudien on April 24th, 2025 | 07:10 CEST
Trump backs down! Investors rejoice with BYD, Power Metallic, Nio, and Deutz
The markets are in turmoil. "Fast market," shouts a trader as prices fluctuate by the second. With news coming in at such a rapid pace, investors' nerves are on edge. But for level-headed investors, there are now bargains to be had that were missing just months ago. However, the selection is not easy because international customs policy also plays a role alongside company balance sheets. If punitive tariffs of over 100% are not withdrawn, the automotive sector could even face a total market collapse. Consumers at the end of the chain will not want to and cannot pay the artificially inflated prices. The economy would inevitably collapse. We are looking at stable business models with medium-term opportunities.
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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 Fabian Lorenz on April 23rd, 2025 | 07:20 CEST
40% SHARE PRICE EXPLOSION! Commodity war drives Standard Lithium and BMW partner European Lithium! News from Evotec!
Price explosion at Standard Lithium! The share price rose by more than 40% yesterday. The joint venture with Norwegian energy company Equinor has been classified as a "critical mineral project" by the US government. This indicates that the raw materials war with China goes far beyond rare earths. European Lithium has lithium and rare earths to offer. The stock is a real bargain, as illustrated by the new details on the rare earth project in Greenland. Talks are already underway with defense companies from the US and Europe, and analysts see multiplication potential. Evotec shareholders had likely hoped for a somewhat bigger price explosion following the presentation of the new corporate strategy. However, the biotech company is bidding farewell to its strong growth trajectory.
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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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