Mining
Commented by Tarik Dede on April 28th, 2026 | 07:20 CEST
A More Defensive Approach to Investing in Commodities: How Franco-Nevada, Globex Mining, and BHP Diversify Their Risk
Investors looking to avoid single-stock exposure in the commodities sector can turn to broadly diversified companies. These companies typically provide capital and, in return, receive license fees—so-called royalties. The advantage: they do not bear the operational risks of running a mine. In addition, royalties are generally calculated based on revenue rather than profit. When costs rise—such as in the current environment of higher energy prices—the impact falls primarily on the mine operator, not the royalty holder. With this business model, Franco-Nevada has grown into one of the largest royalty companies in the industry. However, smaller players like Globex Mining are also worth a closer look. Meanwhile, mining giant BHP represents an alternative approach through scale and diversification across multiple commodities.
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Commented by Stefan Feulner on April 28th, 2026 | 07:15 CEST
Desert Gold Ventures Poised for a Revaluation
Despite occasional setbacks, the gold market is structurally poised for a revaluation. Data from the World Gold Council continues to show robust demand from central banks, while geopolitical tensions and rising government debt are increasing the need for hedging. At the same time, institutions such as the International Energy Agency are warning of rising energy and infrastructure costs, which are fueling inflation. Major investment firms, including JPMorgan Chase, foresee gold prices reaching up to USD 6,300 per ounce in the medium term. This means the precious metal remains one of the key beneficiaries of global uncertainties—an environment in which advanced explorers and emerging producers, in particular, can benefit significantly.
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Commented by Armin Schulz on April 28th, 2026 | 07:00 CEST
Silver Remains a Hot Topic! Silver Viper Minerals Reports 183.5 g/t Gold and 6,850 g/t Silver at the La Virginia Property
Commodity markets are undergoing a paradigm shift. Silver has appreciated significantly in recent years and is gaining importance as both an industrial and a precious metal. And industrial users, from the solar industry to electric mobility, are consuming the precious metal in unprecedented quantities. The fact that above-ground inventories have reportedly shrunk from more than 100 years of supply to less than a year's supply has gone largely unnoticed by most investors. While some are still waiting for the next correction, Silver Viper Minerals has positioned itself in Mexico in a way that could allow it to benefit disproportionately from these structural shifts—potentially more so than a traditional ETF tracking the silver price.
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Commented by Fabian Lorenz on April 27th, 2026 | 08:15 CEST
Endless Rally Ahead? 150% Upside Potential? LPKF Laser, SÜSS MicroTec, Power Metallic Mines
The semiconductor rally has also lifted German stocks. LPKF Laser surged nearly 40% over the past week, while SÜSS MicroTec has gained a solid 40% since the end of March. However, analysts are urging caution - could the rally be running out of steam? In contrast, Power Metallic Mines may still offer significant upside. Some analysts see 150% upside potential. The commodity stock could also benefit from the exploding semiconductor demand, as large quantities of copper have been discovered in Canada. After all, copper remains indispensable not only for semiconductors but for a wide range of industrial applications. This positioning also makes Power Metallic Mines a potential takeover candidate.
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Commented by Fabian Lorenz on April 27th, 2026 | 08:05 CEST
Gold and Silver in One Stock: Silver Viper Is Ready for a Comeback!
As the silver price ends its correction, the time has come to invest in promising silver stocks. The silver market is tight, with demand rising steadily. However, due to the prolonged period of low prices for the precious metal, few new projects have been developed. This makes Silver Viper Minerals' stock all the more attractive. The CEO aims to develop the company into the largest explorer in Mexico and is advancing full steam ahead. An exciting acquisition has just been completed. Now, the resource is expected to rise sharply. The latest drill results show that this is realistic, suggesting that Silver Viper Minerals stock is poised for a comeback. During the last silver rally, the stock shot up to over EUR 1.60 at the turn of the year. Currently, the stock is trading on Tradegate for just over EUR 0.50. This is unlikely to remain the case for long.
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Commented by Stefan Feulner on April 27th, 2026 | 08:00 CEST
Lahontan Gold – This Hidden Gem Is Poised for a Revaluation
In hindsight, the current correction in the gold market is likely to prove to be a healthy consolidation within an intact uptrend. In addition to macroeconomic factors, the geopolitical situation is providing the main tailwind. Conflicts in the Middle East, tensions between major powers, and growing uncertainty in the global financial system are driving capital into the "safe haven" of gold. JPMorgan remains optimistic and forecasts the gold price to reach USD 6,300 per ounce by the end of 2026. The precious metal is currently trading at around USD 4,700, having recovered significantly from its March low of USD 4,100. A weaker US dollar, rising government debt, and massive central bank purchases are reinforcing the trend. The key question is therefore no longer whether gold will rise, but which stocks will benefit most from it.
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Commented by André Will-Laudien on April 27th, 2026 | 07:50 CEST
NASDAQ Record, TUNGSTEN Record, MARATHON World Record – What Does This Mean for Almonty Industries?
Kenyan runner Sabastian Sawe is making history. He ran the London Marathon in 1:59:30, setting a new world record. Even the NASDAQ 100 Index reached a new high of 27,314 points at one of the most fragile moments in the global economy, and the critical metal tungsten also set a new record at USD 3,320 per metric ton unit of APT. The world is in a time of maximum uncertainty, excessive debt, and aggressive leaders. Surprisingly, the stock market is joining in this frenzy; every day it goes higher, faster, further. Anyone who wants to make money must view the whole thing with an Olympic mindset: "Taking part is everything!" In the short term, even negative scenarios are likely being bought into, because after all, most market participants seem convinced that the Middle East conflict will soon end and the West will then usher in a new economic upswing with somewhat less political risk. One thing should be clear: Nothing works without critical metals! And that is what the record-breaking run at Almonty Industries stands for. Investors who do the math will quickly realize: Another doubling is on the horizon!
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Commented by Armin Schulz on April 27th, 2026 | 07:35 CEST
The defense boom shows no signs of slowing down: RENK Group, Antimony Resources, Lockheed Martin
Created and published on behalf of Antimony Resources Corp.
Geopolitical upheavals are changing the rules of the game in global markets. In addition to current theaters of war, Japan's historic increase in military spending and the battle for Greenland are symptoms of a new arms race. This opens up extraordinary opportunities for investors if they position themselves in the right niches early on. Three key drivers are decisive: high-precision propulsion technology for tanks and ships, strategic metals such as antimony for ammunition and sensors, and superior system integration for fighter jets and missiles. These are precisely the fields being cultivated by three different companies that have the potential to deliver above-average returns: RENK Group, Antimony Resources, and Lockheed Martin.
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Commented by Carsten Mainitz on April 24th, 2026 | 08:00 CEST
Defense Stocks After Pullbacks: New Entry Opportunities in Rheimetall and RENK Group - Antimony Resources with Significant Upside Potential
Created and published on behalf of Antimony Resources Corp.
Following a sharp correction, defense stocks are once again offering attractive entry points. Structural drivers such as rising defense budgets, geopolitical tensions, and full order books remain intact. In this environment, demand is also increasing for antimony, a strategically important raw material used in ammunition, electronics, and defense applications, amid tight global supply and fragile supply chains. As a result, Antimony Resources, which holds one of North America's largest antimony projects, is attracting growing investor attention. Analysts point to substantial upside potential, with some estimates suggesting gains of over 200% in the next 12 months.
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Commented by Nico Popp on April 24th, 2026 | 07:30 CEST
Gold Heading for Another Record High? Lahontan Gold, Coeur Mining, and Commerzbank's USD 5,000 Forecast
The gold market remains under the influence of the price increases seen at the start of the year and a generally volatile geopolitical situation. According to analyses by the World Gold Council (WGC), global debt has reached levels increasingly viewed as unsustainable, significantly raising the risk of a sovereign debt crisis as a potential "black swan" event in this decade. Given the circumstances, gold remains an anchor of stability. The fiscal policies of many Western nations, particularly the US, face the challenge of rising interest rates despite a massive debt burden. At the same time, significant tensions are emerging in the private credit markets, where companies must also refinance. Leading institutions such as Commerzbank, therefore, expect the gold price to head back toward the USD 5,000 per ounce mark. While this does not represent a significant increase from current levels, it indicates that gold is stabilizing at a high level following its rally. While banks see opportunities in gold, both established producers and emerging explorers are leveraging the current market environment to set the course for the future. We highlight these opportunities.
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